Podcasts about bofa

Marley Kayden drops by the Next Gen set to profile a pair of legacy tech stocks that received bullish notes from Wall Street analysts. For IBM Corp. (IBM), BofA hiked its price target to $320 from $290 as shares reach new all-time highs today. For Oracle (ORCL), Guggeheim lifted its target to $250 from $220 while keeping a buy rating. Marley adds another bullish note as Wedbush's Dan Ives calls IBM and ORCL "similar to how I viewed Microsoft in mid-2023."======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

IBM Corp. (IBM) shares rise to a new all-time high after the company introduced new agentic A.I. software. Diane King Hall joins Nicole Petallides to dive into IBM's move after BoFA analysts raised its price target to $320. Meanwhile, SolarEdge (SEDG), Enphase Energy (ENPH) and First Solar (FSLR) get price target cuts as legislative headwinds impact the solar energy industry. Later, Diane dives into a downgrade for Norwegian Cruise Line (NCLH) saying it's getting "docked" as the analyst at Argus points to weakening consumer spending as an impact to advance bookings. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe blue states destroyed their states and cities by brining in illegals. The job numbers are manipulated to make you think illegals were adding to the economy via taxes, all fake. Trump makes another tariff deal, Canada is close. [CB] are now ramping up on gold purchases, why not paper currency? Trump is now exposing and removing everything the [DS] has put into place over the many years. Trump is cutting strings of the [DS] across the world and now he is focused on Iran, soon the people of Iran will rise up and take back their country. Trump is in control of the operation, the end goal is peace. Trump is ending the endless in this country and around the world so we the people can take back control of the US. There will be no WWIII. Economy https://twitter.com/WallStreetApes/status/1934431383956672732 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");   Because they have to pay for all the empty buildings that are in this downtown. Building after building is empty. Shop after shop. No one's there anymore. The restaurants have closed down. And who's footing the bill? It's the people that live in Minneapolis. They're paying 20- 27% more than to cover the lease on these buildings. The taxpayers are paying for these empty buildings. Why are these buildings empty? Well, one reason why is because Governor Tim Walsh does not require federal employees to go to work here. They're still working from home. Therefore, no one's coming down here to work. Crime has went up in this city because no one's coming to work. Everyone's left. No shops are open, no restaurants are opened. This is what is happening in Minneapolis. It is actually a dying city, and it's very sad. One good thing, though, if you did come to this city, you'd actually save a lot of money because. Because there's nowhere to shop. It's a beautiful city, but it's a dying city. Governor Tim Walz, we dodged a bullet not having him as a VP.” **Quick context: The governor doesn't have authority over federal workers coming into the office, those building contracts should be terminated. Tim Walz is responsible however for all the businesses closing and the state employees that don't have to come into work US Retail Sales Tumbled In May As Gas Prices Fell, Car-Buying Stalled    And after the small 0.1% MoM rise the prior month was revised to a 0.1% MoM decline, BofA was right again with Retail Sales tumbling 0.9% MoM in May - the biggest drop since March 2023... Source: Bloomberg The big driver of downside was a drop in Gasoline Station sales - which makes some sense as gas prices have tumbled - and an even bigger drop in Auto Sales (as the tariff front running surge evaporates)...   Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1934913157832822902 https://twitter.com/disclosetv/status/1934804048814735704  the Department of Homeland Security (DHS) reversed guidance issued last week, which had temporarily exempted farms, hotels, and restaurants from immigration raids. On Monday, Immigration and Customs Enforcement (ICE) officials instructed agents to resume conducting raids at these worksites, following pushback from the White House and immigration hardliners.

Coreweave's (CRWV) massive rally after first quarter earnings showed exceptional stock performance. However, George Tsilis poses the question, "how much are you willing to pay for future earnings?" Questions on valuation also led BofA to downgrade the stock despite upping its price target. That said, Prosper Trading Academy's Charles Moon sees a "short-term bottom" in Coreweave and offers an example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Continued geopolitical risk between Israel and Iran didn't keep bulls at bay, reversing most of Friday's sell-off. AMD Inc. (AMD) became the clear leader, rallying on a price target boost that also pushed other A.I. chipmakers like Nvidia (NVDA) and Broadcom (AVGO) higher. Meta Platforms (META) also gained with plans to further monetize WhatsApp, while CoreWeave (CRWV) soared despite a downgrade from BofA. Marley Kayden takes investors through the session's biggest market movers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

เอกสารของ BofA นี้ให้ภาพรวมที่ครอบคลุมเกี่ยวกับ ตลาดตราสารหนี้ของสหรัฐฯ โดยเฉพาะอย่างยิ่ง ผลตอบแทนพันธบัตรกระทรวงการคลัง และผลกระทบต่อเศรษฐกิจที่กว้างขึ้น รายงานนี้พิจารณาว่าผลตอบแทนอาจปรับตัวสูงขึ้นอีกในช่วงครึ่งหลังของปีหรือไม่ โดยพิจารณามุมมองทางเทคนิคเกี่ยวกับ ผลตอบแทนพันธบัตรอายุ 30 ปี และแนวโน้มสำหรับ การขาดดุลงบประมาณของสหรัฐฯ นอกจากนี้ ยังวิเคราะห์ ผลกระทบที่อาจเกิดขึ้นต่อเศรษฐกิจและตลาดที่อยู่อาศัย หากอัตราดอกเบี้ยระยะยาวเพิ่มขึ้นอีก รวมถึงเครื่องมือที่ไม่เป็นทางการที่อาจนำมาใช้เพื่อ ลดหนี้สาธารณะของสหรัฐฯ สุดท้าย เอกสารยังประเมิน นัยยะสำหรับตลาดหุ้น และมุมมองของธนาคารกลางสหรัฐฯ ในสถานการณ์ดังกล่าว พร้อมทั้งสำรวจข้อมูลกระแสเงินทุนและความเชื่อมั่นในตลาดกระทรวงการคลัง

Oracle (ORCL) continues to impress after posting strong cloud revenue for the previous quarter and stellar guidance for fiscal 2026. Jenny Horne makes a comparison to Broadcom (AVGO) in how rising A.I. players are testing the Mag 7's resilience. Speaking of, Meta Platforms (META) continues to draw attention, this time with a price target increase from BofA. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A flare-up in U.S. and China trade tensions has futures under pressure. Jenny Horne kicks off the trading week with a look at the weekend's developments and latest uncertainty hitting the markets. Later, she examines the 50% tariff hike on steel imports which has companies like Cleveland-Cliffs (CLF) on the move. Meanwhile, Boeing (BA) gets an upgrade at BofA with a $260 price target.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

What began as a day with some weakness ended with all major indices closing higher. President Trump doubling steel and aluminum tariffs led to the initial downside action. BofA boosted its price target on Amazon (AMZN) off bullish sentiment for its robotics and A.I. prospects. Crowdstrike (CRWD) also got a slew of price target hikes and hit a new all-time high ahead of earnings Tuesday. Marley Kayden runs through the trading day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

BofA became the latest analyst to increase its price target on Amazon (AMZN) to $248 from $230 with optimism Amazon's robotics and A.I. can increase warehouse efficiency. Marley Kayden talks about BofA's hike and how the Mag 7 giant's A.I. advancements can expand runways for other companies. Prosper TradingAcademy's Charles Moon offers an example options trade for Amazon and talks about the breakout potential for Meta Platforms (META).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Several steel and aluminum companies like Cleveland-Cliffs Inc. (CLF) and Nucor (NUE) saw double-digit rallies after President Trump announced he will increase steel tariffs to 50%. Diane King Hall goes deeper into the developments. Boeing (BA) pushed higher after BofA upgraded the stock and gave the company a Street-high price target. Diane also turns to Truist's mixed view on fintech companies like Paypal (PYPL), Block (XYZ) and Affirm (AFRM).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Shares of Amazon (AMZN) are relatively flat ahead of Monday's open. The analysts at BofA raised the stock's price target to $248 from $230, keeping a Buy rating on its shares. For the technical perspective on AMZN's chart, Rick Ducat points to short-term relative performance among its simple-moving averages as something for traders to watch. Then, Rick provides an example options trade using a call vertical strategy with a bullish upside tilt.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Steel stocks are on the move after new tariff hikes are set to take place. Amazon (AMZN) gets a price target hike at BofA. And, Boeing (BA) gets a small lift after an upgrade. Diane King Hall has the latest.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

En el capítulo 869 de este lunes, 2 de junio, @franaldaya te cuenta sobre la columna de opinión que escribió el presidente, qué activos recomiendan los brokers para junio y qué dijo el Bank of America sobre la valuación del S&P500. Además, @JPAPeriodista con #LaFija: en esta oportunidad en diálogo con Francisco Mattig, portfolio manager de ONE618 y con Diego Ferro, presidente de M2M Capital en Wall Street y de Faro Found en Argentina.

Solana está ganando con el evento más grande del continente, Solana Accelerate. Mientras tanto, JPMorgan, BOFA, Wells Fargo y Citi preparan sus propias stablecoins, y Circle está entre Coinbase y Ripple buscando quién le ofrece más. Además, Bitcoin rompe récords, Bitso lanza su stablecoin del peso mexicano y Uniswap arranca su tour global en CDMX.Aprende cripto con Crypto Mastery: https://www.espaciocripto.io/crypto-masterySuscríbete a Voyager: https://espaciocripto.io/voyagerComunidad de Espacio Cripto: https://t.me/espaciocripto00:00 - Intro01:53 - Bitcoin llega a $111,00005:53 - Cómo invertir en Bitcoin hoy: consejos clave10:02 - Solana Accelerate en NY: Solana está ganando16:25 - Volumen de DEXs: Solana vs Ethereum20:22 - Bancos en EE.UU. lanzarán stablecoins25:22 - Circle entre Coinbase y Ripple: ¿quién se queda con USDC?29:40 - Hack en SUI y preocupaciones de seguridad en DeFi30:47 - FIFA + Avalanche: ¿Innovación o puro marketing?34:37 - Bitso lanza MXNB, la stablecoin del peso mexicano36:15 - Uniswap inicia tour mundial en CDMX

Drop 1: Solana's new consensus, Alpenglowhttps://www.anza.xyz/blog/alpenglow-a-new-consensus-for-solanaDrop 2: Robinhood goes to SEC for RWA approvalhttps://coincentral.com/robinhood-seeks-sec-approval-for-rwa-exchange-on-blockchain/Drop 3: R3 as an L2 of Solanahttps://r3.com/r3-signals-strategic-shift-to-lead-the-convergence-of-public-and-private-blockchains-to-deliver-internet-capital-markets-through-collaboration-with-solana-foundation/https://r3.com/the-institutions-are-here-bringing-tradfi-to-defi-built-by-r3-powered-by-solana/Chainlink adds Solana support to CCIPhttps://www.prnewswire.com/news-releases/chainlink-ccip-is-officially-live-on-solana-supercharging-the-growth-of-solana-defi-by-unlocking-access-to-19b-of-assets-302458899.htmlCircle cofounder Sean Neville launches Catena, a new fintech AI stack, with funding by a16z https://x.com/cdixon/status/1924827516289859763Kadena launches 50M grants program to propel RWA and AI projects https://www.kadena.io/perspectives/kadena-launches-50m-grant-for-chainweb-evm-ai-and-tokenization-projectsBraza BRL stablecoin USDB to launch on Ripple https://ripple.com/ripple-press/usdb-stablecoin-on-xrp-ledger/Major global banks to explore stablecoin pilot: Citi, JPM, BofA, Wells Fargohttps://www.wsj.com/finance/banking/crypto-stablecoin-big-banks-a841059e?st=199D78Circle Payments Network launches its mainnethttps://www.circle.com/blog/circle-payments-network-cpn-mainnet-is-here-advancing-mainstream-stablecoin-payments-globallyNew Visa whitepaper on Stablecoinshttps://globalclient.visa.com/stablecoinsHong Kong passes stablecoin bill to establish licensing regime amid global competitionhttps://www.theblock.co/post/355202/hong-kong-passes-stablecoin-bill-to-establish-licensing-regime-amid-global-competitionUpdated VARA rulebookshttps://rulebooks.vara.ae/rulebook/rulebooksGENIUS stablecoin bill passes another US Senate hurdle, with expectations to be approved after aother round of debates and final voting https://www.coindesk.com/policy/2025/05/19/senate-advances-stablecoin-bill-clearing-the-way-for-final-passageNew from Atlantic Council: crypto regulation trackerhttps://www.atlanticcouncil.org/programs/geoeconomics-center/cryptoregulationtracker/TuneTraders anuncia funcionalidade para detectar uso de IA em musica, ancorado em blockchainhttps://br.beincrypto.com/empresa-lanca-detector-de-ia-para-musicas-apoiado-na-blockchain/Amanda Wick's book is out: The Catalysts - The accelerating forces forging the new world financial orderhttps://www.amandawick.com/book. Redes sociais / comms.. https://blockdropspodcast.xyz/.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

Drop 1: Solana's new consensus, Alpenglowhttps://www.anza.xyz/blog/alpenglow-a-new-consensus-for-solanaDrop 2: Robinhood goes to SEC for RWA approvalhttps://coincentral.com/robinhood-seeks-sec-approval-for-rwa-exchange-on-blockchain/Drop 3: R3 as an L2 of Solanahttps://r3.com/r3-signals-strategic-shift-to-lead-the-convergence-of-public-and-private-blockchains-to-deliver-internet-capital-markets-through-collaboration-with-solana-foundation/https://r3.com/the-institutions-are-here-bringing-tradfi-to-defi-built-by-r3-powered-by-solana/MoreChainlink adds Solana support to CCIPhttps://www.prnewswire.com/news-releases/chainlink-ccip-is-officially-live-on-solana-supercharging-the-growth-of-solana-defi-by-unlocking-access-to-19b-of-assets-302458899.htmlCircle cofounder Sean Neville launches Catena, a new fintech AI stack, with funding by a16z https://x.com/cdixon/status/1924827516289859763Kadena launches 50M grants program to propel RWA and AI projects https://www.kadena.io/perspectives/kadena-launches-50m-grant-for-chainweb-evm-ai-and-tokenization-projectsBraza BRL stablecoin USDB to launch on Ripple https://ripple.com/ripple-press/usdb-stablecoin-on-xrp-ledger/Major global banks to explore stablecoin pilot: Citi, JPM, BofA, Wells Fargohttps://www.wsj.com/finance/banking/crypto-stablecoin-big-banks-a841059e?st=199D78Circle Payments Network launches its mainnethttps://www.circle.com/blog/circle-payments-network-cpn-mainnet-is-here-advancing-mainstream-stablecoin-payments-globallyNew Visa whitepaper on Stablecoinshttps://globalclient.visa.com/stablecoinsHong Kong passes stablecoin bill to establish licensing regime amid global competitionhttps://www.theblock.co/post/355202/hong-kong-passes-stablecoin-bill-to-establish-licensing-regime-amid-global-competitionUpdated VARA rulebookshttps://rulebooks.vara.ae/rulebook/rulebooksGENIUS stablecoin bill passes another US Senate hurdle, with expectations to be approved after another round of debates and final voting https://www.coindesk.com/policy/2025/05/19/senate-advances-stablecoin-bill-clearing-the-way-for-final-passageNew from Atlantic Council: crypto regulation trackerhttps://www.atlanticcouncil.org/programs/geoeconomics-center/cryptoregulationtracker/TuneTraders anuncia funcionalidade para detectar uso de IA em musica, ancorado em blockchainhttps://br.beincrypto.com/empresa-lanca-detector-de-ia-para-musicas-apoiado-na-blockchain/Amanda Wick's book is out: The Catalysts - The accelerating forces forging the new world financial orderhttps://www.amandawick.com/book. Redes sociais / comms.. https://blockdropspodcast.xyz/.. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

Story of the Week (DR):Right wing faux populism:Josh Hawley blasts Allstate CEO for making $26M last year — while company can't ‘afford' to pay out claimsTrump Attacks Walmart, Tells Retailer to ‘Eat the Tariffs' Instead of Raising PricesTesla CFO earns staggering $139M compensation packageVaibhav Taneja: Approximately 80% of Mr. Taneja's equity award was granted as stock options and 20% of the award was granted as restricted stock units. Robyn Denholm member of Pay CommitteeIn 2024, Tesla experienced its first annual sales decline in nearly a decade, with a 1.1% drop in global deliveries. In April 2025, Chinese automaker BYD surpassed Tesla in European electric vehicle sales for the first time, registering 7,231 units compared to Tesla's 7,165. This shift is attributed to BYD's competitively priced and technologically advanced lineup. Tesla's sales in California, its largest American market, declined in all four quarters of 2024, with Model 3 sales plunging 36% for the year. In 2024, Tesla led all automakers in the U.S. with over 5 million vehicles recalled across 16 separate campaignsIn 2025, Tesla dropped to 95th place out of 100 in the Axios Harris Poll, down from 8th place in 2021In a hidden 10K/A from 4/30/25“Staggering” is from Fox: even more fake anti-capitalist rhetoricScared bro dictatorships: Duolingo deletes its TikTok and Instagram posts amid AI backlashCEO Luis von Ahn, posted a memo on LinkedIn last month describing plans to make the company "AI-first." He said the company would "gradually stop using contractors to do work that AI can handle" and "headcount will only be given if a team cannot automate more of their work."The backlash was harsh. Tweets, TikToks, and Reddit posts exploded in outrage. As of Tuesday, Duolingo's social accounts had been wiped — no posts, no icon. Duolingo did not respond to a request for comment.And the one statement that was released by a Duolingo spokesperson, after the account went dark, did not shade much light on the situation (pun intended): “Let's just say we're experimenting with silence. Sometimes, the best way to make noise is to disappear first.”Duolingo CEO says there may still be schools in our AI future, but mostly just for childcareBro dictatorship (76% combined voting power)Co-founder CEO Luis von Ahn (43%); co-founder CTO Severin Hacker (40%)Classified board: why?Each share of Class A common stock is entitled to one vote, and each share of Class B common stock is entitled to 20 votesThe worst kind of suck-ups: Verizon ends DEI programs, diversity goals as it seeks approval for Frontier acquisition MMVerizon dumped DEI. Then regulators cleared its $20 billion Frontier deal4/1/25: T-Mobile announces DEI changes in pursuit of LumosA day after T-Mobile said it would end some diversity, equity and inclusion practices, the FCC gave a green light to T-Mobile's deal with EQT for fiber operator Lumos.5/22/25: AT&T CEO on potential Trump DEI pressure for $5.75B deal: 'We don't have to roll back anything'AT&T CEO John Stankey isn't showing his hand yet on whether he plans to dial back diversity, equity, and inclusion (DEI) initiatives to gain approval for a big new fiber deal from the Trump administration.AT&T said late Wednesday it would acquire all of Lumen Technologies' (LUMN) fiber business for $5.75 billion, above the already pricey $5.5 billion that deal watchers estimated a few weeks ago.Goodliest of the Week (MM/DR):DR: Most US executives want to remove at least one director, PwC survey says93% said they wanted at least one director to be replaced, an all-time high for the five years this survey has been conducted78% said two or more should be replaced56% worried about directors' performance being diminished by their advanced age47% worried members served on too many boardsOnly 32% believe their boards have the right skills and expertiseMM: BYD overtakes Tesla in Europe for the first time. That's more bad news for Elon Musk. MMI'm now rooting for China… and I'm not alone: Jamie Dimon says he is a 'red-blooded American patriot capitalist,' but he sees how China's hustle is paying offAssholiest of the Week (MM):Shareholders lamenting the rise of virtual meetingsShareholders lament the rise of virtual annual meetingsThey miss the time they could meet directors face to face before voting 97% in favor?Shareholders afraid to vote against directors93% of U.S. Executives Desire Board Member Replacements, Survey Finds - News and Statistics49% of directors think one other director should get the axe too according to PwCGrant them their wish!! Just YOU choose instead of them!I'll do it for you:If I look at directors actively on 2+ boards, who have served on at least 3 boards in the last 7 years…Filter them by performance - below average earnings, TSR, AND controversies…There are 66 options to choose from!Including… Stephen Girsky, CEO of fraudulent company Nikola!Randy Weisenburger at Valero Energy and Carnival!Robert Johnson on the boards of Spirit Aero, Roper, and Spirit Airlines!Arnold Donald on four boards - Salesforce, BofA, GE Vernova, MP Materials! Four times the underperformance!Chip Bergh at HP and Pinterest!What, you don't recognize any of these names? These sound like random board members? Shame on you!Johnson has been on the boards for 18,19, and 14 years respectivelyWeisenburger for 14 and 16 yearsDonald's been at BofA for 12 yearsBergh's been at HP for 9 years!These people are tenured. They've been around. They've proven they are really good at overseeing underperformance. VOTE. THEM. OUT.I'm sure you're worried about hurting their feelings or seeming activist - you're not, and you won't! Even the boards and executives wish you would vote someone out! Try it!Harvard board members DRDHS barred Harvard from enrolling international students. Here's what's at stake and what's still uncertainYou've let Bill Ackman be your big fat useless mouthpiece - where the fuck are you all? Oh, I found you…2,173 companies in our database have at least one director who attended Harvard848 of those companies are NON US companiesJust under 4% of ALL GLOBAL DIRECTORSHIPS are held by what we KNOW are Harvard alumsIt's 9% of all US company directorships - nearly 1 in every 10 US directors at a company are from HarvardAverage network power of a Harvard director is $6.2 trillion, compared to a global average of $2.6 trillion - Harvard directors have nearly 2.5x the power of an average directorHarvard directors have on average 13% influence compared to 11% for other directorsOn average, 38% of Harvard directors have merit - while 20% of non Harvard directors doDriven largely by the fact that 62% of them have core industry knowledge and 55% are company leaders - vs. 19% of non Harvard directors with core industry knowledge and 44% of non Harvard directors being leadersWhere we have race/ethnicity data for Harvard directors (1,664 of them), 28% are non white - compared to non Harvard directors where we have race (12,412 of them) only 16% are non whiteAt least 70 of the directors who went to Harvard in our database are tagged as international nationals in our data - and that's a WOEFULLY incomplete datasetOpen your fucking mouths! Did going to Harvard any of you help you get jobs and board positions? Was it nice to network and meet people who eventually could help you get jobs? Is there a culture of Harvard? I hate Harvard, and even I think this is utter madness and stupidity - stand up! Say something you cowards! Headliniest of the WeekDR: Chicago Sun-Times prints summer reading list full of fake books: Reading list in advertorial supplement contains 66% made up books with real author names: "Tidewater Dreams" by Isabel Allende and "The Last Algorithm" by Andy Weir MM: ‘Buy the dip'? You're twice as likely to do that if you're a manNacho dip? Women Outperform Men as Investors, Statistics Show. Here Are 3 Possible Reasons.MM: Anthropic's new Claude model blackmailed an engineer having an affair in test runsMM: Pitney Bowes appoints activist investor as new CEOI love when a company literally just gives up entirelyWho Won the Week?DR: Sam Alman, Ugh: Sam Altman Tells Staff Plan to Ship 100 Million Devices That See Everything In Users' Lives after OpenAI is buying iPhone designer Jony Ive's AI devices startup for $6.4 billionMM: Bud Light - thanks to one trans beer drinker, everyone that shot their Bud Light cans avoided future illness: Beer is the latest source of hazardous PFAS, or ‘forever chemicals,' according to worried scientists. Thank you, trans beer drinkers! You saved us once again!PredictionsDR: When AT&T gives up its DEI program to the Trump altar, I buy some string and quickly make hummus so I can use two empty cans of chick peas to make my new phoneMM: Since this is going forward - Antitrust Cops Say BlackRock, Other Fund Giants May Have Hurt Coal Competition - which should read “Company owners ask companies they own to do stuff” - Blackrock will launch a new investment vehicle called “Pick Your Own Damn Stocks, We Don't Give a Damn LP” in which clients can pick the investments and are auto enrolled in a proxy voting program called “Whatever the Fuck Ever” in which voting and engagement are assigned directly to every board chair.

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. India Seizes Crude Opportunity Amid Geopolitical Tensions With Brent crude trading at a four-year low near $65 per barrel, India is moving fast to refill its Strategic Petroleum Reserves (SPR). Current reserves cover just 9.5 days—far below the IEA's 90-day norm. The urgency is amplified by recent border tensions and Operation Sindoor. The Centre, which had deferred a ₹5,000 crore SPR budget in FY24, now plans to reallocate funds in FY26. Two new storage sites at Chandikhol and Padur are in the pipeline. Officials are hoping to mirror 2020's success, when India bought crude at $19/barrel, saving ₹700 crore. JP Morgan expects Brent to dip further to $58 by 2026—offering a window India won't want to miss. NHPC Powers Up Profits, Expands Clean Energy Push NHPC reported a 52% jump in Q4 net profit to ₹919.63 crore, with operational revenue more than doubling year-on-year. Shareholders get a total FY25 dividend of ₹1.91 per share. The hydropower giant also added 800 MW from the Parbati-II project and 107 MW solar capacity in April, deepening its clean energy portfolio. However, a High Court-mandated ₹589 crore payment to staff dented profits, with ₹301.97 crore booked as unbilled revenue. Despite this, NHPC's momentum across hydro, solar, and wind cements its leadership in India's energy transition. Blackstone Clinches Billion-Dollar Healthtech Deal In a competitive bidding war, Blackstone secured AGS Health for $1.2–1.3 billion—quadrupling its 2019 value. The Chennai-headquartered RCM (revenue cycle management) firm serves over 150 US healthcare providers and generates over ₹500 crore in EBITDA. The deal, managed by JP Morgan and BofA, reflects growing global investor appetite for tech-driven, dollar-generating health services. It also signals Blackstone's strong bet on compliance-focused platforms amid rising healthcare digitization. Trump's ‘Golden Dome': Sci-Fi Meets Strategy Donald Trump has revived Reagan's Star Wars dream—announcing a $175 billion missile-defense initiative named “Golden Dome.” The system, featuring space-based and ground interceptors, aims to defend against threats across all four missile phases—including launches from space. Trump vows it will be operational by 2029, with Gen. Michael Guetlein leading the charge. Congress has begun with a $25 billion ask. While the tech is still untested, the plan could transform modern defense and reshape global security architecture. India-EU Trade Talks Enter Final Lap India has dispatched a delegation to Brussels for the next round of FTA talks with the EU. This follows the 11th round held in Delhi on May 16. The deal covers 23 chapters, including trade in goods and services, IP, sustainability, and dispute resolution. India is hoping for a two-phase closure model, similar to its Australia and US strategies, amid tariff uncertainties under President Trump. The EU seeks steep duty cuts on automobiles, medical devices, and alcohol, while India aims to boost exports in pharma, steel, and textiles. With $137 billion in bilateral trade and strong political backing from both sides, the long-pending FTA may finally be within reach. Learn more about your ad choices. Visit megaphone.fm/adchoices

En Guinée, des dizaines de sociétés ont perdu leur permis d'exploitation et de recherche, des sociétés guinéennes pour une grande majorité d'entre elles. Victimes du grand ménage de la junte dans le cadastre minier.  Elles travaillent dans la bauxite, les diamants, l'or ou dans les latérites. Ces entreprises, bien souvent, ne développaient pas vraiment les concessions qui leur avaient été attribuées. Elles ne respectaient pas leurs engagements. C'est « une opération classique », pour Amadou Bah, directeur de l'ONG Action Mines Guinée. « Cela vise à assainir le cadastre minier et à libérer des places pour permettre aux investisseurs sérieux qui veulent mettre de l'argent avec de l'engagement d'exploiter les différentes ressources de notre pays. »Permis miniers octroyés sans garantieAucune explication officielle n'a été donnée par les autorités, mais la volonté de reprendre en main le secteur minier a été maintes fois répétée par le général Mamadi Doumbouya. Ces retraits interrogent tout de même sur les conditions d'octroi des permis. Ces entreprises avaient-elles les capacités techniques et financières, se demande Oumar Barry Totiya de l'Observatoire des mines et métaux en Guinée ? : « Plusieurs permis ont été octroyés à des entreprises minières qui, après plusieurs années, continuent à détenir ces permis sans mener des activités concrètes sur le terrain. Donc, ce qui amène à des interrogations sur le respect de toutes les procédures légales et réglementaires liées au processus d'octroi des permis miniers en République de Guinée. »À écouter aussiSimandou: miracle ou mirage pour l'économie guinéenne?Conflits d'intérêts avec le pouvoir ?C'est la Commission nationale des mines qui décide de l'octroi ou non d'un permis minier. Certains en Guinée pointent des failles dans les conditions d'attribution. Si on regarde d'un peu plus près, on s'aperçoit que de nombreux promoteurs proches du régime d'Alpha Condé, président avant le coup d'État de 2021, ont été radiés. C'est le cas par exemple de Kebo Energy présente dans la bauxite du côté de Bofa. La crainte, c'est que les entreprises qui remporteront les appels d'offres pour ces permis désormais libres soient des proches du CNRD, aujourd'hui au pouvoir. « Il faut qu'on sache à qui on donne les titres. Quelles sont les personnes physiques qui sont derrière les entreprises ?, insiste Amadou Bah. C'est pour éviter que des personnes proches des différents régimes ne puissent en fait souscrire pour l'obtention des titres miniers. Cette exigence est un garde-fou que les États doivent utiliser pour pouvoir éviter des connivences, pour pouvoir éviter des conflits d'intérêts. »Une reprise en main du secteur qui peut aussi être vue comme un énième coup de pression sur certaines sociétés étrangères. Accusées par la junte de ne pas respecter leurs engagements sur la transformation locale du minerai. À lire aussiLa Guinée retire les permis de recherches de plusieurs dizaines de sociétés minières

Daniel Mahncke and Shawn O'Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn't issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you're tapping your card for a coffee, shopping online, or sending money abroad, there's a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you'll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa's valuation, plus so much more! Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:04 - How Visa's business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa's origin story and how BofA's BankAmericard changed banking forever55:36 - Where Visa's growth will come from in the future47:50 -  What are Visa's Value Added Services and New Flows57:44 - Why Visa's Moat is so impenetrable1:01:31 - Who are Visa's competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Visa's latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠Nintendo⁠⁠⁠, ⁠⁠⁠Airbnb⁠⁠⁠, ⁠⁠⁠AutoZone⁠⁠⁠, ⁠⁠⁠Alphabet⁠⁠⁠, ⁠⁠⁠Ulta⁠⁠⁠, ⁠⁠⁠John Deere⁠⁠⁠, and ⁠⁠⁠Madison Square Garden Sports⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠here⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠Premium Feed⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: • CFI Education • ⁠Airbnb Connect with Shawn: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ Connect with Daniel: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Atilla Yeşilada ekonomi gündemini yorumlayamaya devam ediyor. Yeşilada, Mehmet Şimşek ve Cevdet Akçay'ın Londra'da verdiği mesajları, Türkiye'nin önündeki senaryoları ve Bofa ile ilgili iddiaları masaya yatırdı..

BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I. retaking market leadership. He later turns to a UnitedHealth (UNH) double downgrade from Raymond James.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Send us a textIn this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

MRKT Matrix - Friday, May 9th Stocks muted on Friday as traders are cautious ahead of China trade talks (CNBC) Trump Says 80% China Tariff ‘Seems Right,' Ahead of Talks (Bloomberg) First Chinese freight ship goods hit with Trump's 145%-plus tariffs arriving at U.S. ports (CNBC) Buy the trade deal expectations, but sell the fact, BofA's Hartnett says (CNBC) Trump Seeks Tax Hike on Wealthy Earnings $2.5 Million or More (Bloomberg) Fed's Barr Warns Tariffs Risk Higher Inflation, Unemployment (Bloomberg) S&P 500 Earnings Season Update (FactSet) IPO Market, Frozen Since Liberation Day, Shows Some Signs of Thaw (WSJ) --- Subscribe to our newsletter: ⁠https://riskreversalmedia.beehiiv.com/subscribe⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Malcolm Ethridge of Capital Area Planning joins to break down the market action and a wave of earnings across tech, fintech, and consumer names. Coinbase CFO Alesia Haas about the company's outlook and regulatory landscape. Howard Lutnick, U.S. Commerce Secretary, joins to discuss global trade policy—including chip exports and the UK deal framework—while Jill Carey Hall, BofA's Head of U.S. Small/Mid Cap Strategy, weighs in on broader market conditions. Axon CEO Rick Smith rounds out the hour with a conversation on tariffs, AI, and growth.

Why a new stadium in DC is so important; NFL gets into the jersey rotation and a new leader over BofA's sports marketing and sponsorship

Solus Alternative Asset Management and RBC Capital Markets' Lori Calvasina weigh in on the trade tug of war. Plus, top tech investor Jeff Richards of Notable Capital weighs in on the volatility in that sector. And, BofA's Jill Carey Hall tells us where she sees small caps heading from here. 

Did you see their commercial on the MASTERS TV broadcasts? Bank Of America is trying to give kids an opportunity to play this season for just $5 a round with their, "Golf With Us" campaign. Lucas Giambelluca, President, Bank of America Twin Cities, joined Vineeta with more on the initiative, on The WCCO Morning News! Find out more by heading to www.BofA.com/GolfwithUs

With the major indices aiming for a third consecutive day of gains, Carl Quintanilla, Jim Cramer and David Faber reacted to a new survey that shows investors haven't been this bearish about growth in 30 years. Tariffs and the trade war also in the spotlight: President Trump setting the stage for tariffs on chips and pharmaceuticals, China reportedly orders its airlines not to accept deliveries of Boeing jets. Also in focus: Bank of America and Citi post earnings beats, what Johnson & Johnson's CFO told CNBC about pharma tariffs, Netflix's $1 trillion goal, luxury pain for LVMH, activism lifts HPE shares. Squawk on the Street Disclaimer

Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

General Motors (GM) is downgraded as automakers await clarity on Trump's tariff plan. Reports surface that China is instructing airlines to halt Boeing (BA) deliveries. And, PepsiCo (PEP) gets slashed to a Neutral rating from a Buy at BofA. Tom White runs through some early movers ahead of Tuesday's open.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Two of the biggest developments in today's trading session came from giants in the retail space. Diane King Hall discusses the pair of price target cuts against Amazon (AMZN) from Mizuho and BofA. On a positive note, Walmart's (WMT) stock popped after reaffirming its guidance. She later turns to a downgrade on Ford (F) from Bernstein.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

JPMorgan Chase (JPM) starts the trading day with a price target cut at BofA. The big bank has earnings coming up on April 11, so Ben Watson targets some technical patterns and levels to watch ahead of the report. In terms of long-term momentum, he points to the RSI study in a recent downtrend.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Banking digital assistants may be common now, but in 2017, Bank of America was one of the first to be thinking about how they make the firm's customer experience more powerful. The answer was an in-house build of a digital assistant that required the firm to hire PhDs in linguistics and build a collaboration structure that could facilitate teams from different departments. In 2024, BofA clients interacted with Erica 676 million times bringing its total interactions since its launch in 2018 to 2.5 billion. On the show today, Hari Gopalkrishnan, who leads Bank of America's Consumer, Business & Wealth Management Technology team, joins us to tell the tale of how the firm built its industry-leading digital assistant, Erica. Hari shares how the firm has gradually expanded Erica's remit beyond consumer banking to also include multiple lines of business and individual and corporate clients across the firm's global footprint. It's a dive into what it takes to push the boundaries in this industry, how the firm thought about development, testing, expansion, and how Erica's capabilities can be expanded with the recent innovations of Gen AI.

BofA double upgraded Cloudflare (NET) to Buy from Underperform and increased its price target to $160 from $60. The analyst notes NET's strong position in the AI-as-a-Service space. On the technical front, Ben Watson points to $127 as a potential level of support or resistance as it represents a midpoint for a recent upward candle move. Then to the upside, he says $135-$140 is a resistance area to watch.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Markets moved higher ahead of critical economic data this morning. Carvana (CVNA) was one of the winners thanks to an upgrade from Morgan Stanley. Meta Platforms (META) aims to improve European profitability through a $14 a month ad-free subscription. Cloudflare (NET) got a double upgrade from BofA to buy from underperform on expectations it can become a leader of its space. Diane King Hall goes in-depth on the reports behind the market movers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Boeing's (BA) comeback story continues to fly higher after Melius Research upgraded the stock to buy, citing leadership changes and its Pentagon contract as catalysts. Melius and BofA also downgraded Lockheed Martin (LMT) as the firms see limited upside compared to Boeing. After FedEx (FDX) hit 52-week lows Friday, Jefferies upgraded the company to buy. Diane King Hall shows what's driving this morning's price action.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

It's essential that investors ask the right questions because understanding the true cost of financial advice can be complex.Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF (ETF), IIPR - Innovative Industrial Properties Inc. (NYS), TREX - Trex Co. Inc. (NYS), PHO - Invesco Water Resources ETF (ETF), PIO - Invesco Global Water ETF (ETF); questions from our YouTube channel viewers: GO - Grocery Outlet Holding Corp. (NAS), and Exposure to international markets; plus Justin's market wrap, and Justin's talking points: The BofA global research report, Consumer weakness in some categories.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

In this episode, Scott Becker discusses reports of small-scale layoffs at major banks, including BofA, Morgan Stanley, Goldman Sachs, and JPMorgan.

In this episode, Scott Becker discusses reports of small-scale layoffs at major banks, including BofA, Morgan Stanley, Goldman Sachs, and JPMorgan.

Intel (INTC) moves higher as other chipmakers discuss a partnership to operate Intel's factories, BofA recommends buying the Nvidia (NVDA) dip, and PepsiCo (PEP) gets a downgrade from Jefferies.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

BofA reiterated its buy rating on Nvidia (NVDA) as the stock sees a CPI-assisted bump higher. It also comes ahead of the company's much-anticipated GTC conference next week. Rick Ducat looks at the options plays surrounding the A.I. giant while Tom White offers an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nvidia (NVDA) can nearly double according to BofA, which reiterated its buy rating on the A.I. giant. Jenny Horne talks about what's driving the bullish sentiment, which includes the company's upcoming GPU Tech Conference. In other tech news, Intel (INTC) popped after TSMC (TSM) approached other chipmakers, including Nvidia, about a joint venture to take over Intel's foundry business.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bank of America Chair and CEO Brian Moynihan discusses the bank's business strategy in Japan, current macroeconomic conditions and BofA's hiring plans. Moynihan spoke to Bloomberg's Shery Ahn. See omnystudio.com/listener for privacy information.

Target (TGT) topped earnings estimates, but CEO commentary about tariffs and consumer uncertainty have shares slipping ahead of Tuesday's open. Vistra (VST) gets an upgrade at BOFA and reports surface that a buyout of Walgreens (WBA) is pending. Tom White examines the early movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Warren Buffett continues to sell stocks. But it's not just disposing of stocks, which ones. At the same time, even Wall Street is beginning to take note of the dangers over dramatic complacency in risk markets like junk credit along with stocks. With both marketplaces waiting for a recession each recognizes, they're being eroded by the one we already have. That could very well explain why the selling continued at Berkshire. Eurodollar University's Money & Macro AnalysisFortune Buffett sold more BofA stock while keeping Apple stake intacthttps://fortune.com/2025/02/14/warren-buffett-berkshire-hathaway-bank-of-america-stock-apple-stake-q4/Berkshire Hathaway 13-Fhttps://www.sec.gov/Archives/edgar/data/1067983/000095012325002701/xslForm13F_X02/39042.xmlBloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lendinghttps://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weeklyhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Inflation Watch: Carl Quintanilla, Sara Eisen and Michael Santoli explored what to make of stocks falling and yields spiking after January CPI came in hotter-than-expected. The anchors also discussed Elon Musk's defense of the Department of Government Efficiency -- after President Trump signed an executive order giving DOGE more power tofind ways to cut federal spending. In a CNBC Exclusive, Leslie Picker sat down with Bank of America CEO Brian Moynihan to discuss everything from interest rates to President Trump's message on debanking conservatives. Also in focus: Day 2 for Fed Chair Powell on Capitol Hill, SoftBank's surprise loss and CEO Masa Son's AI bets, earnings winners and losers.   Squawk on the Street Disclaimer

My guest today is Savita Subramanian, Bank of America's Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron's named Savita as one of the 100 Most Influential Women in U.S. Finance.  In today's episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why that leads her to be more comfortable with higher valuations today. Then she explains why productivity gains could drive the next bull market and the surprising resilience of corporate margins despite inflation volatility. Plus, Savita weighs in on the future of small, mid, and large caps and why she favors selective stock picking over buying the index. (0:00) Intro (0:34) Sponsor: Farmland LP (2:02) The evolution of the S&P 500 (5:13) Does the market deserve a higher valuation? (11:02) 2025 market outlook (14:34) Corporate margin expansion and efficiency (19:43) Fixed income alternatives and large cap value stocks (26:03) IPO trends and private markets (32:23) Reshoring and US infrastructure investment (38:12) Market shift to focus on total return (51:17) Old economy stocks and global market opportunities (58:35) Most memorable investment ----- For detailed show notes, click here ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- Follow Meb on X, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices