Podcasts about cfra

Caterpillar (CAT) posted mixed earnings that initially sparked a 4-5% sell-off in the stock before it briefly tapped into positive territory. CFRA's Jonathan Sakraida has a hold rating on the company due to an unclear macro picture despite noting A.I. power generation as a plus. He says a lot of bullish sentiment leans on Caterpillar's recovery story into 2026. Tom White offers example options trades for Caterpillar and Deere & Co. (DE).======== 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

A record-breaking July has some investors wondering if the market's due for a pullback. CFRA's Sam Stovall says while the S&P 500 and Nasdaq's recent highs are impressive, there are signs of overvaluation, particularly in tech. He notes that although the Fed held off on a rate cut, inflation concerns may keep rates steady for now. Stovall shares his take on what a winning portfolio might look like, highlighting sectors like communication services, consumer discretionary, and tech, which have historically outperformed during market declines.======== 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

Ahead of Ford (F) earnings, "it's all about the guidance," says CFRA's Garrett Nelson. The U.S. automaker reports 2Q earnings after Wednesday's close. CFRA has a hold rating on Ford with an $11 price target. Garrett says valuation is a concern for Ford as it trades "to a premium compared to General Motors" and says Ford trails GM in domestic auto sales. Later, he turns to Tesla (TSLA) saying it should be viewed as a tech company based on its valuation and business lines its entering beyond automotive.======== 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

Spotify's (SPOT) earnings Tuesday morning will be one closely watched by investors, says CFRA's Ken Leon. While he says its only competition in terms of market share is "maybe YouTube," the stock's massive run higher may be stopped by ballooning valuation. He has a hold rating on Spotify. Tom White offers a neutral and a neutral-to-bullish example options trades for the company.======== 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

CFRA's Angelo Zino points to two key issues with Intel (INTC) after earnings: pressured margins despite cost-cutting measures, and a "blurry" strategic direction. He believes the company needs to put critical emphasis on its foundry and software businesses to stop to bleeding. Matt Tuttle poses the question: "Why bother" with Intel? He sees the company being too far behind that he argues, "why not just buy AMD Inc. (AMD) and Nvidia (NVDA)?======== 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

A huge earnings day, headlined by Tesla and Alphabet. Nuveen CIO Saira Malik breaks down these key results and what they mean for the broader market. T-Mobile CEO Mike Sievert in an exclusive interview before the earnings call. Chipotle CEO Scott Boatwright also joins before his company's earnings call on the latest quarter and the state of the consumer. Analyst takes include Angelo Zino of CFRA on Alphabet and Craig Irwin of Roth Capital on Tesla. Other earnings include: IBM, ServiceNow, CSX, Las Vegas Sands.

CFRA's Cathy Seifert says there's positives to take away from the latest Travelers (TRV) earnings report. Top line growth is not one of them. Cathy sees similar trends across the insurance space and urges investors to do their research and be selective in the group. She likes Progressive (PGR) and Allstate (ALL). Joe Tigay offers example options trades in Travelers and Progressive.======== 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

Carson Group's Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA's Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space.

CFRA's Ken Leon believes the trifecta for this quarter's banking earnings season hinges on interest rates, the Fed, and policy from Washington. That said, he sees banks overcoming uncertainty as long as valuations don't become too stretched. Ken later talks about his firm's differing views on JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), and Citigroup (C). Tom White offers example options trades for Bank of America and JPMorgan Chase.======== 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

Arun Sundaram joins Diane King Hall to preview this week's Amazon Prime Day event which will run for 4 days. He believes the decision to lengthen the ecommerce shopping event means Amazon (AMZN) has a large inventory ready to move. CFRA has a Strong Buy rating and a $248 price target on Amazon, highlighting the company's operating margin improvement as a key point of strength. Aside from the company's ecommerce side, Arun adds that the AWS and Advertising business segments are significant to future growth.======== 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

Netflix (NFLX) has "all the ingredients for success in a world of uncertainty," argues CFRA's Ken Leon. The stock has nearly doubled year-over-year, and Ken sees similar growth in the future. He believes the company's tenured leaders will continue to drive growth strategies, which includes Netflix's advertising revenue. Tom White offers bullish and bearish example options trades for the streaming giant.======== 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

✨ Episode Summary:Today we're diving deep into all things maternity leave with Diane — engineer, home birth mom of two, and the powerhouse behind California Maternity Leave Consulting.Diane breaks down how to create a personalized maternity leave plan, what benefits really matter, and how to navigate the power dynamics between employer, provider, and state so you can advocate for the leave and pay you deserve.From understanding protective leave vs. wage replacement (PFL), to tips for the self-employed and what to do if you face pregnancy discrimination, this episode is a must-listen for every working parent (and birth worker who wants to better support their clients).⸻

General Mills (GIS) shares are lower following mixed earnings. CFRA's Arun Sundaram joins Morning Movers to discuss the consumer staple's difficult year and pivot within its business model to "spur volume growth." Arun adds that it is impacting all packaged foods companies, while indicating that there will likely be more promotions and changes to pack sizes to "get things going again." However, he adds that trends with GLP-1 drugs like Ozempic and consumer focus on "fresh" products could be denting sales.======== 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

The Fed holding rates steady – but leaving the door open to cuts in the 2nd half, as President Trump says he'll decide in the next 2 weeks whether the U.S. will get involved in the conflict between Israel and Iran: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks – along with some fresh reads on the consumer out of earnings names like Carmax, Darden, and Kroger. CFRA's Chief Investment Strategist joined the team with his bull case: arguing the S&P will end the year above 6,200 – while former Trump Defense Secretary Mark Esper gave his take on whether the president will opt for direct U.S. involvement abroad. Plus: Accenture CEO Julie Sweet broke down new results from her company sending shares lower… And the team discussed the new $10B deal for the Lakers, which would be the highest price tag EVER for a U.S. professional sports team. Squawk on the Street Disclaimer

CarMax (KMX) shares climb higher after an earnings beat, and CFRA's Garrett Nelson doesn't mince words calling the company its "top pick in auto retail." He dives into the report and discusses consumer demand for used vehicles ahead of potential tariff-price volatility for vehicles. Garrett sees continued market share growth for KMX as it competes with Carvana (CVNA). Then, he provides his preview of Tesla's (TSLA) Robotaxi event this weekend calling a Sunday launch "unusual" and compares its business to Waymo.======== 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

Garrett Nelson with CFRA is bullish when it comes to Tesla's (TSLA) long-term prospects but plans to "stay on the sidelines" near-term. On the company's robotaxi launch in Austin, Garrett points out the tentative June 22nd launch date as strange, leading him to believe Telsa wants to keep the event "low key." He adds concerns for Tesla's falling deliveries and earnings that indicate bearish behavior for the stock. Tom White offers a variety of example options trades for the Mag 7 giant. ======== 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

Warner Brothers Discovery's (WBD) decision to split into two separate publicly traded companies has left many investors wondering if this move will prove profitable. CFRA's Kenneth Leon shares his thoughts on the split and why he's maintaining a hold opinion on shares of Warner Brothers Discovery for now. Meanwhile, he's more bullish on Roku (ROKU), reiterating his buy rating and raising his price target to $15, citing the company's growth potential in the streaming industry and its proprietary operating system and platform.======== 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

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this  

Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in second quarter "may not be much better" than the first.======== 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

Ken Leon says CFRA is still overweight the Financials sector, but his firm has downgraded JPMorgan Chase (JPM) and Bank of America (BAC) saying it was time to move to the sidelines on these individual stocks. Ken says near-term potential upside is limited for both big banks, and doesn't "see the needle moving" in a "muted quarter coming up." CFRA cut both stocks to a Hold from a Buy rating.======== 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

Dr. Barry Dworkin sifts through the CFRA textboard and takes your calls, as we kick off the month of June.

CFRA's Angelo Zino doubles down on Marvell (MRVL) even after investors wavered on potential headwinds. He believes the growing competitive environment and demand for custom silicon gives Marvell space to grow, even though Angelo says its growth recovery is "much slower" than expected.======== 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 braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I. giant seeks to overcome tariff volatility. On DeepSeek, he believes the A.I. reasoning model offers more upside to Nvidia than negatives. Angelo also sees the company offering a $70 to $80 billion share buyback later this year.======== 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

Dr. Barry Dworkin opens the phone lines and takes your calls! If you have any health questions in the meantime, toss them into the CFRA textboard and he will address them on a future broadcast.

Consumer prices coming in better-than-expected for the month of April: Carl Quintanilla, David Faber, and Michael Santoli broke down the numbers and what they mean for the Fed's rate path here… Former Fed Governor Randy Kroszner saying he still expects 2-3 cuts by year-end while CFRA's Chief Investment Strategist forecasts more gains ahead for the S&P - as the index turns positive on the year. Plus: more on key movers of the day from Honda to United Healthcare.  Also in focus: the street's biggest CEOs, regulators, and President Trump headed to Riyadh, Saudi Arabia for a star-studded Saudi-US Investment forum… Hear Elon Musk's live remarks this hour – and Nvidia CEO Jensen Huang's potential clue towards future policy when it comes to the chips. Squawk on the Street Disclaimer

Got a health question for Dr. Barry Dworkin? He's got the CFRA textboard to his right and the phone lines to his left!

We review the top Tech Stocks to buy right now according to CFRA and Mark Mahaney of Evercore.  We also show you how you can retire as a multi-millionaire, and review how to build a model 60/40 investment portfolio.

On Apple (AAPL), CFRA's Angelo Zino says the "company's executing as well as it can" amid the current macro environment. He points to the "disturbing" and "disappointing" lack of guidance for its Services segment. He weighs the Epic Games legal battle underway, on top of U.S. & China trade tensions. Angelo estimates a $0.05-$0.06 impact from tariffs on China, and says the company can't provide guidance past the June quarter without clarity on what the exact tariff will look like. However, he believes 1 year from now the conversation around Apple will be much different and its A.I. plan will be figured out by then.======== 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

Expectations were pretty high coming into Amazon's (AMZN) earnings, according CFRA's Arun Sundaram. He believes the company's stock would've performed better if it announced earnings before Microsoft (MSFT). Arun expects all of Amazon's business to be tariff-resilient to an extent, it just comes down to how it manages its operating margins.======== 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

Stock dispersion is at an all-time high. That's according to CFRA's Aniket Ullal. He joins Caroline Woods to break down what this means for investors and shares his take on which stocks and ETFs could benefit from this trend, including those with lower import exposure and higher export potential.======== 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

Dr. Barry Dworkin opens the phone lines and reads your health-related questions on the CFRA textboard!

CFRA's Garrett Nelson offers perspective on two different corners of the market. On consumer staples, he believes the sector as a whole has long-term promise, especially as tariff uncertainty lingers. He takes a closer look at Keurig Dr. Pepper (KDP) and measures its earnings to PepsiCo (PEP) and Coca-Cola (KO). On Tesla (TSLA), Garrett talks about why he lowered his firm's rating on the company to Hold and skepticism on its tech ambitions. George Tsilis offers a pair of example options trades on Tesla.======== 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

CFRA's Cathy Seifert says investors will have to pick and choose winners in the insurance space. She points to Progressive (PGR) as a company whose growth story remains intact after earnings. As for Travelers Companies (TRV), she sees its top-line growth slowing. Tom White turns to example options trades in Travelers and Berkshire Hathaway (BRK/B). ======== 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

The major averages posted their best weeks in over a year, despite some major down days, after Wednesday's historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the day's equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA shares his view on Apple—and why he just raised his odds that the company gets a tariffs exemption. Bill Perkins of Skylar Capital weighs in on the latest moves in the energy complex. Our Diana Olick explains how China's involvement in U.S. mortgage-backed securities could ripple through housing markets. 

After attending Walmart's (WMT) annual investor meeting, CFRA's Arun Sundaram is turning more constructive on the big-box retailer and less bullish on conventional retailers like Kroger (KR). Sundaram downgraded Kroger to a hold rating, citing concerns over the company's ability to keep up with Walmart's expected 4-5% top-line growth. He believes Kroger's shares are now fairly valued around $70 and notes that the stock has already had a strong run this year, outperforming Walmart and Costco (COST).======== 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

CFRA's Garrett Nelson notes that Tesla (TSLA) had fallen more than 40% for the eighth time since 2019. Despite the recent sell-off, Garrett considers the stock a buy at current levels. He considers Tesla well-positioned against tariffs compared to its peers in Ford (F) and General Motors (GM). Tom White offers example options trades in Tesla.======== 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

CFRA's Angelo Zino urges investors not to count Apple Intelligence out. He says international demand for Apple's (AAPL) A.I. service remains top of mind with plenty of room for improvement in the iPhone 17 cycle. Dave Nicholson believes investors are "missing the boat" by not having Apple in their portfolios. It's reach into everything, including financial services, is why Dave labels it a long-term hold.======== 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

Zach Warring from CFRA previews Nike (NKE) earnings after the bell. He thinks they're “well set up” and forward estimates are “pretty low” right now. He discusses NKE's main competitors and earnings estimates for the quarter, ending with, “I don't know where they're going to get growth from going forward.” Tom White brings example options trades for NKE and Lululemon (LULU).======== 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

Arun Sundaram of CFRA checks in on consumer staples, expecting headwinds for packaged foods especially. He previews General Mills (GIS) earnings, where he thinks cereal will win but its other categories are slumping. He is very positive on Walmart (WMT). Tom White shows example options trades on GIS and on COST.======== 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

Kenneth Leon of CFRA looks at Netflix (NFLX), saying it has “disciplined” spending on content and has “great” customer experience. He talks about international crossover hits like Squid Game and its expansion into live events. “The question is, who are the competition for Netflix?” Ken thinks the answer is social media apps like TikTok.======== 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

Broadcom (AVGO) got beat up ahead of the company's earnings after hours today. CFRA's Angelo Zino makes the case for an earnings recovery that can bandage weakness seen in other chip names. That includes Marvell (MRVL), even though the company saw a big sell-off following its report. Angelo still considers Nvidia (NVDA) the best name tied to the general A.I. play.======== 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

A packed market panel as Bespoke's Paul Hickey, Hightower's Stephanie Link, and Moor Insights' Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies' Brent Thill on Salesforce & Snowflake, CFRA's Angelo Zino on Nvidia, and Bessemer's Byron Deeter on AI's broader impact.

CFRA's Angelo Zino breaks down the biggest questions surrounding Nvidia (NVDA) ahead of its earnings. He believes Blackwell guidance will be the most important factor number the company can share. DeepSeek's cost question is another Nvidia needs to speak on, as Angelo expects the Chinese A.I. model to add guidance murkiness. Tom White later offers two bullish example options trades surrounding the mega cap mover.======== 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

Arun Sundaram of CFRA discusses his hold rating and reduced price target on Conagra Brands (CAG). He says he “upgraded too early” from Sell, citing supply chain issues and lowered guidance. He looks at its debt issues, margin struggles, and compares it to others in the sector who are able to return cash to shareholders. Overall, he calls 2025 a “wash” for CAG.======== 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

Tesla (TSLA) is "about autonomous driving going forward," according to CFRA's Garrett Nelson. He expects the company's future ambitions will overshadow EV prospects as sales slide in China. Turning to Ford (F), Garrett says it's not just tariffs causing a company shake up. He believes the company's cutback on high-ticket vehicles will cost Ford in the long-term.======== 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

Aniket Ullal of CFRA says Vanguard cutting fees for 53 ETFs puts a lot of pressure on competitors to follow suit. He discusses how this benefits consumers, but also points out that fees remain high in other investing vehicles. He compares active vs passive management as far as inflows, expenses, and returns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ahead of earnings later today, CFRA's Angelo Zino wants to hear what Alphabet (GOOGL) has in store for its capex plans. In the wake of the DeepSeek AI news, Zino says it doesn't change the game "too much" for GOOGL. He points to the company's cloud and search businesses as the biggest areas of momentum within the megacap tech giant. Zino thinks the noise around regulatory action against GOOGL is a little extreme, saying the company has historically navigated these issues. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Sara Eisen and Brian Sullivan talked 2024's top trends and broke down the outlook for 2025 with CFRA's Sam Stovall. The team also discussed top picks across Energy and Tech out of RBC and Jefferies – as the Nasdaq fell to end the week. Also in focus: Bitcoin under pressure, falling below $95K in the hour; What a Trump presidency could mean for China with one former Trade Representative warning of pain ahead; and a look at Silicon Valley's immigration debate. Squawk on the Street Disclaimer