Podcasts about chevron cvx

The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener's question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5's $160 million opening weekend-Hidden winners with growing box office sales-Microsoft's deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Keith Fitz-Gerald introduces the Fitzgerald Group Must-Have ETF (FITZ), a concentrated, high-conviction fund built on the premise that conventional diversification manages fear rather than captures growth. By screening over 650,000 securities down to 20-30 essential holdings — including Apple (AAPL), Chevron (CVX), Nvidia (NVDA), and Palantir (PLTR) — the strategy targets the small fraction of stocks that historically drive the majority of market returns.======== 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

Everyone's talking about what AI is going to disrupt. The question most investors aren't asking: What happens after that disruption, and who actually wins? The obvious answer and the right answer are rarely the same thing. In this episode, Greg introduces a framework he first encountered through Howard Marks: first-level vs. second-level thinking. First-level thinking reacts to what's in front of you. Second-level thinking follows the chain of consequences and the ripple effects most people ignore. In an era where AI can reshape an industry in months, the gap between those two ways of thinking has never been more costly to ignore.From there, Greg walks through real portfolio positions—Intel (INTC) and Accenture (ACN)—to show how second-level thinking plays out in practice. He also runs through a handful of names—Union Pacific (UNP), UPS (UPS), GE Vernova (GEV), Chevron (CVX), Lockheed Martin (LMT), General Dynamics (GD), Johnson & Johnson (JNJ), and Merck (MRK)—to illustrate which kinds of businesses AI threatens, which ones it quietly strengthens, and why some of the most "boring" dividend stocks may be the most defensible investments of the next decade. The core argument: brands, software, and moats built on perception are vulnerable. Logistics, infrastructure, and physical production are not, and AI may actually make them stronger.Topics Covered:[00:41] Introduction & why AI matters for dividend investors [04:47] First-level vs. second-level thinking — the Howard Marks framework [08:43] AI is accelerating disruption — and may be technology's own worst enemy [11:21] Are strong brands and moats as durable as we thought? [13:50] Why physical infrastructure may be the best AI defense [15:19] Intel ($INTC) — patience, conviction, and the US chip story [18:16] Accenture ($ACN) — the market's fear may be first-level thinking [22:21] Union Pacific ($UNP), UPS ($UPS) — logistics AI can't replace [24:27] Rapid-fire second-level takes: GEV, CVX, LMT, GD, JNJ, MRK [28:08] Final takeaway: the game has changed, sustainable dividend growth requires a new lens Send us Fan Mail________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X

GESTIONNAIRES EN ACTION. Berkshire Hathaway a vendu ses actions d’une dizaine de sociétés durant le premier trimestre, le premier complet sous la direction de Greg Abel, mais la société fait face à un problème de taille, estime François Rochon, président et gestionnaire de portefeuille à Giverny Capital. D’abord, ce dernier soutient que la décision de l’entreprise de vendre complètement ses participations dans une dizaine d’entreprises, dont Visa (V, 331,12$US), Mastercard (MA, 499,62$US), Amazon.com (AMZN, 268,46$US) et l’assureur Aon (324,22$US) n’est pas si surprenante. «Je pense que c'est très clair. En décembre dernier, Todd Combs a quitté Berkshire Hathaway (BRK.B, 479,98$US) pour aller travailler chez J.P. Morgan (JPM, 303,00$US). Il était, à part Warren Buffett, un des deux autres principaux gestionnaires (avec Ted Weschler) qui gérait un portefeuille d'une quinzaine de milliards de dollars. Ce sont clairement les titres Todd Combs qui ont été vendus», explique-t-il. Berkshire Hathaway a aussi réduit considérablement ses participations dans quelques entreprises durant le premier trimestre, dont la pétrolière Chevron (CVX, 191,01$US), le producteur de boissons alcoolisées Constellation Brands (STZ, 150,83$US) et aussi l'aciériste Nucor (NUE, 226,44$US). En tant qu’actionnaire de longue date de la société autrefois dirigée par Warren Buffett, il dit comprendre la décision de vendre des titres de ces trois sociétés, «dans lesquelles il n’investirait pas». Investissements dans Macy’s, Delta Air Lines et Alphabet À l’inverse, Berkshire a initié des participations dans le détaillant d’articles de mode Macy’s (M, 20,62$US) et dans le transporteur aérien Delta Air Lines (DAL, 75,65$US), des décisions qui peuvent paraître surprenantes, surtout pour Macy’s qui traverse une période de réorganisation majeure. «Todd Combs a quitté la société, mais Ted Weschler est toujours présent. Ce dernier a une approche un peu différente. Il a tendance à porter son attention sur des titres plus sous-évalués ou en situation de revirement. Mon impression, c'est que ces deux sociétés sont des achats de Ted», raconte François Rochon. L'entreprise qui a aussi bonifié sa participation dans Alphabet (GOOGL, 387,66$US). «Je sais que Warren Buffett a toujours été un grand admirateur d’Alphabet. Assez rapidement, il a réalisé qu’elle avait des avantages compétitifs très importants», explique le dirigeant de Giverny Capital, qui possède aussi des actions de la société derrière l’agent conversationnel Gemini et le moteur de recherche Google. «Au début, quand ChatGPT est arrivé, il y avait des inquiétudes valides que ça pouvait constituer une menace pour le modèle d'affaires d’Alphabet. Toutefois, et je dirais même de façon extraordinaire, à mon avis, la société a réussi à combler son retard et Gemini est peut-être même en ce moment meilleur que ChatGPT», dit-il, ajoutant que l’entreprise peut aussi dorénavant compter sur une division d’unités de traitement de tenseur (mieux connue sous l’appellation anglophone Tensor processing unit, ou TPU), qui sont un peu différents des processeurs graphiques (GPU) fabriqués entre autres par Nvidia (NVDA, 219,51$US) et seraient même un peu plus efficaces. Le problème des liquidités qui totalisent 380G$US L’éléphant dans la pièce chez Berkshire Hathaway reste que la société possède des liquidités d'environ 380 milliards de dollars américains (G$US). Selon François Rochon, il sera très difficile pour la société de générer de bons rendements boursiers avec une somme aussi importante qui rapporte à peine plus de 3% si elle est investie dans des bons du Trésor. «Ça doit approcher 40 % de tous les actifs de Berkshire Hathaway. C'est donc beaucoup demandé à tous les autres actifs de l’entreprise pour pouvoir, disons, maintenir un rendement annuel sur l’ensemble du capital de 10% à 12 %. C'est un problème», juge-t-il. Selon lui, la société pourrait profiter de périodes de reculs boursiers pour déployer son capital. D’autres options pourraient inclure le versement d’un dividende spécial ou des rachats d’actions. «Éventuellement, il va falloir que ce capital soit mis au travail», affirme-t-il. Il reconnaît que Warren Buffett a toujours été allergique aux dividendes, mais que ce sera au nouveau PDG, Greg Abel, de trancher.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Reddit (RDDT) rallies after a 1Q earnings beat, thanks in part to a 74% increase in advertising revenue. George Tsilis dives into the social media giant's metrics and notes lower capex spending as a possible positive for the company. Meanwhile, Estee Lauder (EL) narrowed revenue guidance for FY26 but chugged along higher after topping estimates. George later turns his attention to energy giants Exxon Mobil (XOM) and Chevron (CVX) following earnings.Reddit (RDDT) rallies after a 1Q earnings beat, thanks in part to a 74% increase in advertising revenue. George Tsilis dives into the social media giant's metrics and notes lower capex spending as a possible positive for the company. Meanwhile, Estee Lauder (EL) narrowed revenue guidance for FY26 but chugged along higher after topping estimates. George later turns his attention to energy giants Exxon Mobil (XOM) and Chevron (CVX) following earnings.======== 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

U.S. energy giants Exxon Mobil (XOM) and Chevron (CVX) pulled back after earnings as oil prices fell Friday. Rob Thummel joins Morning Trade Live to discuss the overall energy space, including the back-and-forth negotiations with Iran reopening the Strait of Hormuz. One area he highlights for XOM: an AI collaboration with Microsoft (MSFT) in West Texas. Later, George Tsilis shares his vantage point on XOM with 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

Marley Kayden and Sam Vadas provide a few market thoughts before closing out the day. Marley highlights this morning's significant economic data prints as well as California crossing above the $6/gallon mark at the pump. Meanwhile, Sam Vadas looks abroad to South Korean markets rising on the heels of Samsung's earnings beat. For Friday, the duo circle Apple (AAPL) earnings reaction in addition to Exxon Mobil (XOM) and Chevron (CVX) prints as stocks to watch.======== 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

JJ Kinahan says falling volatility is signaling growing market confidence as the Nasdaq posts a sharp rally. He highlights strong retail dip‑buying and heavy options activity in Meta Platforms (META) and Nvidia (NVDA) ahead of a major earnings week featuring META, Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL). Kinahan also points to Exxon Mobil (XOM) and Chevron (CVX) earnings as key reads on geopolitical risk and its broader market impact.======== 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

Delta Air Lines (DAL) und Levi Strauss (LEVI) heben im vorbörslichen Handel deutlich ab – starke Zahlen und der Ölpreisrutsch treiben. Gleichzeitig geraten Energieaktien wie Exxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY) und Diamondback Energy (FANG) kräftig unter Druck. Reise- und Freizeitwerte wie United Airlines (UAL), Carnival (CCL), Norwegian Cruise Line (NCLH), Royal Caribbean (RCL) und Expedia (EXPE) profitieren von der Entspannung. Auch RPM International (RPM) überzeugt mit besser als erwarteten Quartalszahlen und legt zweistellig zu. Die große Frage heute: Ist das nur eine Erleichterungsrally – oder der Start einer neuen Marktrotation? Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Charles Schwab's Kevin Horner says geopolitical risk and key technical levels are keeping pressure on the S&P 500, with bulls needing a reclaim of the 200‑day moving average to regain control. He highlights defensive interest in Altria (MO) and breaks down Chevron (CVX) as energy stocks track oil volatility and potential policy catalysts.======== 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

Greg Halter offers his full-picture perspective on the energy trade after crude oil broke above $110 on Thursday's trading session. He sees the sector continuing to gain momentum beyond the U.S.-Iran War, especially with AI's hunger for electricity adding to demand. Greg notes Microsoft's (MSFT) $7 billion deal with Chevron (CVX) to power its data centers as a key example. George Tsilis turns to an example options trade for Chevron. ======== 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 Motley Fool's Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk's announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk's galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson & Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets feel uncertain. Headlines are driving sentiment. Oil prices are volatile, and cracks are forming in private credit, making high yield look more attractive than ever. But is that yield actually protecting you, or pulling you into risk?In this episode, Greg looks at three real-world examples to examine how income behaves under pressure and what that reveals about portfolio stability. We break down private credit and the hidden risks behind high yields and limited liquidity, evaluate Campbell's ($CPB) and whether its elevated dividend is sustainable amid weakening fundamentals, and revisit Chevron ($CVX) as a case study in durable, growing income during oil market volatility.Along the way, we explore why rising yield can be a warning sign, how cash flow drives long-term returns, and what separates sustainable dividend growth from income traps.Because when volatility rises, the goal isn't to predict the next move. It's to stay anchored.Topics Covered[00:11] Introduction[03:31] Market Volatility & Investor Sentiment [04:47] Private Credit Risks & High Yield Illusion [11:04] Campbell's ($CPB): High-Yield Warning Signs [17:17] Chevron ($CVX): Dividend Stability in Oil Volatility [26:38] Berkshire Hathaway: Reminder on the Importance of Cash Flow [29:11] The Dividend Anchor & Final Takeaways________ Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. Send us Fan MailDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewRESOURCES:Schedule a meeting with us ->  Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram | Facebook | LinkedIn | X

Chevron (CVX) rallied to record highs as crude oil volatility ignited interest in energy-centric stocks. Charles Schwab's Kevin Horner offers insight through technical analysis of the stock to determine if the run higher can continue and where shares see support if a pullback occurs. ======== 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 slew of upgrades capture Diane King Hall's attention for morning movers helping to close the trading week. Arm Holdings (ARM) gets a hand from HSBC, with the analyst upgrading the stock and issuing a price target far above the current price. Chipotle (CMG) also got bullish optimism from Mizuho. Diane then talks about the energy space with a pair of upgrades in Chevron (CVX) and Occidental Petroleum (OXY). ======== 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

Fall in, recruits! Mark Longo is back in the Chi-Town studio, braving the cold to get you into peak options trading shape. With the energy markets in a state of high alert and WTI futures seeing massive volume, your drill instructors are here to break down the complex world of oil. In this week's Options Drills, Mark and Dan Passarelli explore: Going to the Source: The benefits of trading WTI and Brent futures for pure, one-to-one correlation. The USO Dilemma: A deep dive into the much-maligned US Oil Fund. We discuss the "Negative Oil" ghosts of 2020 and the impact of negative roll yield. Equity Surrogates: Using XLE (Energy Select Sector SPDR) and individual giants like Chevron (CVX) as portfolio proxies. The Volatility Play: How to view geopolitical crises through the lens of VIX, UVIX, and SVIX. Whether you're looking to generate income or hedge against $100+ crude, this is your tactical briefing.

Fall in, recruits! Mark Longo is back in the Chi-Town studio, braving the cold to get you into peak options trading shape. With the energy markets in a state of high alert and WTI futures seeing massive volume, your drill instructors are here to break down the complex world of oil. In this week's Options Drills, Mark and Dan Passarelli explore: Going to the Source: The benefits of trading WTI and Brent futures for pure, one-to-one correlation. The USO Dilemma: A deep dive into the much-maligned US Oil Fund. We discuss the "Negative Oil" ghosts of 2020 and the impact of negative roll yield. Equity Surrogates: Using XLE (Energy Select Sector SPDR) and individual giants like Chevron (CVX) as portfolio proxies. The Volatility Play: How to view geopolitical crises through the lens of VIX, UVIX, and SVIX. Whether you're looking to generate income or hedge against $100+ crude, this is your tactical briefing.

As crude oil prices experience heightened volatility, historical data suggests the energy sector is just warming up. Lucas Downey analyzes the unprecedented surge in the United States Oil Fund (USO), noting that similar price spikes have historically preceded significant double-digit gains for the Energy Select Sector SPDR Fund (XLE). Lucas notes Exxon Mobil (XOM) and Chevron (CVX) as potential winners through 2026. For investors seeking an aggressive play, he points to Diamondback Energy (FANG) as a top-ranked performer in the sector with high-conviction "outlier" signals. ======== 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

Dryden Pence says Middle East tensions pose a transportation challenge—not a production shortfall—with oil markets still oversupplied and any inflation spikes likely temporary. He favors Exxon Mobil (XOM) and Chevron (CVX) for short-term upside and warns against betting on sustained triple‑digit oil prices, which he expects to fade within 90 days.======== 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 bull-led rally is coming to markets once they can storm past geopolitical uncertainty, says StocksToTrade's Tim Bohen. Until then, he sees trading opportunities in Chevron (CVX), Applied Optoelectronics (AAOI), and Amazon (AMZN). Rick Ducat backs Tim's analysis with a glimpse into key levels to watch on each stock chart. ======== 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

Market volatility remains elevated as rallies fail to hold and tech lags broader indices. Melissa Armo warns that persistent inflation and geopolitical risks could delay rate cuts until late 2026, favoring energy names like Chevron (CVX) and Exxon (XOM). She remains cautious on Big Tech and Boeing (BA), suggesting bearish strategies such as puts and short‑selling until clearer earnings catalysts emerge.======== 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

In this daily editorial, we are joined by Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network. As the market navigates a complex period of tech underperformance and shifting investor sentiment, Joel breaks down why the "Magnificent Seven" are losing steam and where the smart money is rotating to start 2026. Key Discussion Points: The Great Rotation Beneath the Surface: While major indices remain near their highs, a significant internal shift is occurring as investors move away from mega-cap tech and into value-oriented sectors that prioritize cash flow and tangible goods. The AI Spending Pivot: Massive capital expenditures by tech giants are no longer being rewarded by the market; instead, investors are looking for "picks and shovels" plays in hardware and infrastructure. Energy and Utility Resurgence: The power requirements for AI data centers are driving a new wave of interest in energy producers and traditional utilities, providing a strong floor for these sectors. A New Trend in Crude Oil: After years of pressure, crude oil and energy ETFs are showing technical signs of a major turn, supported by both value-seeking investors and rising industrial demand. Earnings Season Challenges: The "high bar" set for tech companies is leading to sell-offs even on earnings beats, as guidance fails to justify lofty valuations compared to more stable retail and staple stocks.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Summary of Stocks & Symbols Mentioned: S&P 500 (SPX), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), Meta (META), Walmart (WMT), Micron (MU), SanDisk, Service Now (NOW), Salesforce (CRM), Constellation Energy (CEG), John Deere (DE), Caterpillar (CAT), Exxon Mobil (XOM), Chevron (CVX), Energy Select Sector SPDR Fund (XLE), United States Oil Fund (USO), Lemonade (LMND).   --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Nvidia pulls back, Coinbase pops, and the "Fruit Company" faces a software horror show. It's Friday, February 13th, 2026, and the options market is living up to the date. In this episode of The Hot Options Report, we break down a high-volume session where it took over 700,000 contracts just to crack the Top 10. We dive deep into the unusual activity in Microsoft, the massive earnings-driven move in Coinbase, and why "Paper" was sweating on Tesla's $420 calls. In this episode, we cover: Nvidia ($NVDA): Coming back to earth after hitting $193—is the AI honeymoon over? The Crypto Duo: Coinbase ($COIN) and MicroStrategy ($MSTR) catch fire as crypto sentiment shifts. Apple ($AAPL): Regulatory headwinds and Siri delays lead to its worst slide since April. The Dividend Plays: Why UPS and Chevron ($CVX) distorted the volume leaderboard today. Microsoft ($MSFT): "Mr. Softy" struggles to find green despite a wild 405-strike battle. For more options data, go to: TheHotOptionsReport.com. ANNOUNCEMENT: Don't miss Vol Death Match 2.0 on Tuesday, Feb 17th! The Flowmaster vs. Scott Nations. Two men enter, one man leaves. Sign up at TheOptionsInsider.com/Pro .

Stewart Glickman notes that Exxon Mobil (XOM) and Chevron (CVX) are navigating a complex landscape of pricing headwinds and geopolitical volatility. He highlights that while year-over-year earnings have dipped, both companies beat fourth-quarter expectations through aggressive structural cost savings. Glickman points out that Exxon Mobil maintains a competitive edge over Chevron due to its superior balance sheet and larger stake in the Guyana project. Finally, he warns that potential supply disruptions in the Middle East could sideline millions of barrels, forcing a difficult balance between military objectives and surging crude prices.======== 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

Rob Thummel previews energy earnings and shares his outlook for the sector. He tells investors to watch free cash flow yield, which he expects to improve – and notes that investors can't get the same in big tech. Everyone should have an allocation in energy because of how “significant” it is in our daily lives, he says, “We've always liked the sector because it's absolutely essential.” Exxon Mobil (XOM) and Chevron (CVX) are on deck this week. ======== 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

Melissa Armo isn't as bullish as other guests when it comes to the market outlook. She urges investors to take profits on substantial gains as she expects volatility to hit portfolios throughout the year. Melissa is a bull when it comes to oil, however, noting that she expects "a lot of upside" in companies like Chevron (CVX). ======== 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

Crude oil prices spiked then slid over recent trading sessions following the U.S. capture of Venezuelan president Nicolás Maduro. Ted Parkhill attributes the price action to the U.S. increasing access to oil, thus creating more oversupply. Brandon Win agrees and makes the case for Venezuela having a long-term impact toward a more significant price drop. They also talk about companies in the trade like Exxon Mobil (XOM) and Chevron (CVX) and their role in rebuilding Venezuela's oil infrastructure.======== 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

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. On today's podcast, I will talk about the markets' response to the complex political developments in Venezuela, and examine the opportunities and risks it presents to the markets. It is Monday, January 12th at 11 am in New York. Despite the far-reaching geopolitical implications of last weekend's developments in Venezuela, the financial markets have been strikingly calm. Oil prices have barely budged, global equities have rallied, and the reaction in the safe-haven markets – U.S. Treasuries, for example – has been fairly muted. So what explains all of this? Let's start with oil – the commodity most exposed to the situation in Venezuela. The near-term supply appears very manageable. As Morgan Stanley's chief commodities strategist Martijn Rats notes, the market entered 2026 oversupplied, and inventories remain flush. That cushion explains why Brent prices have barely budged, and why Martijn sees prices sliding into the mid-$50s in the coming months.The bigger story is medium term. The prospect of reviving Venezuela's oil industry tilts production risks higher. Despite holding over 300 billion barrels, the world's largest reserves, [the] current output of Venezuela is just 0.8-1 million barrels per day, making it the smallest producer among the major reserve holders. More Venezuelan barrels hitting global markets could keep prices soft, even against a backdrop of rising geopolitical tensions. For oil, the near-term price risk is low while medium-term price risk leans bearish. Let's talk about energy stocks. In line with the expectation of our equity energy analysts led by Devin McDermott, energy equities have largely responded favorably, reflecting the potential for increased oil supply and specific company opportunities. U.S. refiners stand out as poised to gain. A post-Maduro Venezuela could mean higher crude exports of the heavy, sour oil that these refiners are built to process. More imported heavy crude is a clear tailwind for U.S. Gulf Coast refiners like Valero (VLO) and Marathon Petroleum (MPC), potentially lowering their input costs and improving their margins. Similarly, Chevron (CVX), the only U.S. major still operating there under a sanctions waiver, is also poised to rally on the back of this. So for energy stocks, while [the] geopolitical story is complex, the market's message is straightforward. The prospect of greater supply is good news, and some companies appear uniquely positioned to gain as Venezuela's next chapter unfolds. Nowhere has the market reaction been more dramatic than in Venezuela's own sovereign debt. As Simon Waever, Morgan Stanley's global head of sovereign credit strategy anticipated, prices of Venezuela's defaulted bonds – both the government bonds (VENZ) as well as the bonds of state oil company PDVSA – soared to multi-year highs following the weekend's events. The bond complex has already rallied over 25 percent since last weekend to reach an average price of about $35, thanks to the increased likelihood of a creditor-friendly transition. A clearer path for a potential debt restructuring deal improves the prospects for future debt recovery. We expect further upside as the markets price a higher recovery rate if Venezuela's oil production increases further. So what's the bottom line: Last week's developments in Venezuela are a major geopolitical event, but the financial market reaction reflects both the contained nature of the shock and the prospect of constructive outcomes ahead – more oil supply, creditor-friendly debt resolution, etc. Oil markets are signaling that global supply can weather the storm, equity investors are cheering beneficiaries like refiners and seeing the broader risk backdrop as unchanged, and bond investors are selectively adding Venezuela's beaten-down debt in hopes of an eventual recovery. For now, the takeaway is that this political event has not affected the market's positive momentum – if anything, it has created pockets of opportunity and reinforced prevailing trends such as ample oil, and strong credit appetite. As always, we'll keep you informed of any material changes. Thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Carley Garner believes the market "got it right this time" by pricing crude oil futures higher following the U.S. capture of Venezuelan president Nicolás Maduro. That said, she tells investors don't be surprised to see a "vacuum" in price action if crude stays below $65. Matt Maley tilts bullish when it comes to companies tied to the oil trade. He argues crude oil doesn't need to hit big price points for companies like Chevron (CVX) to see significant upside. ======== 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

Ben Emons offers his perspective on the U.S. capture of Venezuelan president Nicolás Maduro. He's surprised to see the risk-on reaction in markets prior to Monday's opening bell, adding that companies tied to crude oil will rally. Ben points to Chevron (CVX) as one of the biggest rally candidates. When it comes to global tensions, he explains the path ahead for the U.S. following its actions in Venezuela. ======== 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

Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the broader geopolitical landscape of oil.======== 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

Summary del Show: • Wall Street inicia diciembre con tono negativo y foco en el ISM y en la reunión de la Fed del 10 de diciembre. • $AMZN y $GOOGL presentan un servicio conjunto que une AWS y Google Cloud en una arquitectura multicloud interoperable. • Merck $MRK muestra en CTAD avances prometedores en dos terapias experimentales contra el Alzheimer. • TotalEnergies $TTE vende 40% de licencias offshore en Nigeria a Chevron $CVX, fortaleciendo su alianza energética global.

Ted Weisberg considers the government shutdown a good thing for markets. He shares some stock picks, highlighting dividend payers, big pharma, financials and airlines. Individual picks include Chevron (CVX) and TotalEnergies (TTE); he also likes the IVES AI ETF.======== 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

In the wake of Chevron (CVX) and Exxon Mobil (XOM) earnings, Carley Garner provides her perspective on the energy market. She says technological improvements are helping oil exploration companies extract more product despite rig counts falling. She wouldn't be surprised to see gas fall between $40-$50 by the end of the year. Anecdotally, she points to lower foot traffic in her hometown of Las Vegas as a potential red flag for travel demand — and the fuel needed to travel. Later, Tom White provides example trade strategies for XOM and CVX.======== 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

Rob Thummel recaps Friday's earnings from Chevron (CVX) and Exxon Mobil (XOM) as the U.S. energy giants both top expectations. He discusses Guayana oil exploration and the Hess (HES) takeover legal drama behind it. While Rob likes what he heard from both companies and their Permian basin production levels, he points to natural gas as a better investment opportunity. Rob says natural gas will fuel electricity output as A.I. demands more power.======== 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

When it comes to tariffs, Drew Boyer says people are realizing that maybe the "bark is worse than the bite." He joins Diane King Hall to discuss the state of the U.S. economy, including his thoughts on the "One Big Beautiful Bill." Drew addresses the impact it has on investors, taxes and the overall economy. Among his stock picks right now, Drew likes: Apple (AAPL), Chevron (CVX), JPMorgan Chase (JPM) and Exxon Mobil (XOM). Later, he weighs in on recent cryptocurrency legislation becoming law.======== 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

Shares of Chevron (CVX) moved higher before the opening bell Friday after the company's merger with Hess Corp. (HES) got the green light. Charles Schwab's own Ben Watson breaks down key technicals in the company's charts and shows levels investors will want to watch in the trading session.======== 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

3M (MMM) beat earnings and raised guidance in its latest earnings, though the stock didn't see much movement after the opening bell. Chevron (CVX) won arbitration against Exxon Mobil (XOM) to complete its acquisition of Hess Corp. (HES). Oracle (ORCL) got a price target hike from Citizens JMP as the firm sees the company finding its niche in A.I. Diane King Hall talks about what'd driving the biggest movers this morning.======== 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

Dryden Pence discusses the energy landscape ahead of the 4th of July holiday weekend. With tensions in the Middle East easing and OPEC's spare capacity at 5 million barrels a day, Pence believes the risk premium on crude oil has been largely priced in. While he expects a short-term demand spike due to increased travel, Pence doesn't see any major supply disruptions on the horizon. From a sector standpoint, he favors integrated energy companies like ExxonMobil (XOM) and Chevron (CVX), citing their diversified business models, strong downstream margins, and attractive dividend yields.======== 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

Don Kaufman with TheoTrade is bullish on Chevron (CVX), noting the company's current risk/reward factors as favorable. However, his bearish side emerges with Apple (AAPL) and the iShares MSCI Germany ETF (EWG). He talks about his reasoning on today's Big 3. Rick Ducat turns to the technical trends backing Don's analysis.======== 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

Stewart Glickman and Rob Thummel give their takeaways from Exxon Mobil (XOM) and Chevron (CVX) earnings. Stewart emphasizes the two are setting up for the “longer term” even as crude oil prices have fallen. Rob agrees, but in the near-term thinks investors should look for energy companies with less sensitivity to crude prices, for example Kinder Morgan (KMI). Stewart likes Cheniere (LNG).======== 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

Jason Brown returns to Big 3 and offers three options trading opportunities he sees in companies investors may have missed. He explains why he's watching Kroger (KR), Archer-Daniels-Midland Co. (ADM) and Chevron (CVX). On the charts, Rick Ducat highlights the bearish and bullish trends backing Jason's options.======== 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

TheoTrade's Don Kaufman measures stocks and bonds against the bears and bulls. He turns to risk tolerance in the 30-Year U.S. Treasury Bond while offering example options trades in Nvidia (NVDA) and Chevron (CVX). Rick Ducat offers a look into the technical trends in the charts. ======== 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

In this episode of Market Mondays, we explore whether the S&P 500 is heading toward a lost decade with lower-than-expected returns or if industries like AI, cloud computing, and semiconductors will continue driving growth. We also discuss Bitcoin as an investment for kids—should parents consider crypto as a long-term wealth-building tool? Additionally, with Trump's economic policies shaking the markets, we analyze which three stocks are best positioned to thrive despite tariff pressures and political uncertainty.This week's earnings breakdown includes key reports from McDonald's, Shopify, Medpace, S&P Global, Applovin, and Palo Alto Networks—which stocks look strongest for future gains? We also examine Palantir (PLTR) and its potential 2025 valuation, discuss how to stay disciplined in investing when greed and fear take over, and explore subscription-based stocks beyond Netflix that offer stable recurring revenue. Plus, we take a deep dive into the energy sector and its 2025 outlook, with a focus on Chevron (CVX), ExxonMobil (XOM), and EQT—will oil remain dominant, or will renewables take the lead?To wrap up, we sit down with John Hope Bryant, a champion of financial literacy and wealth-building, to discuss how individuals can shift their mindset from consumer to investor. He shares key strategies for breaking generational cycles of poverty and taking control of financial futures. This is an episode packed with insights for investors of all levels—don't miss it!

"Exxon's biggest headwind is macro," says Stewart Glickman. He and Kenny Zhu break down today's oil earnings, highlighting Chevron (CVX) and Exxon (XOM). They later go over the best positioned oil stocks and what's next for oil under the new administration. ======== 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

Hoy desglosamos cómo el rechazo de un proyecto de ley de gasto en la Cámara de Representantes ha generado temores de un cierre gubernamental, impactando los futuros del $SPX, $US100 y $INDU. Analizamos el acuerdo de Chevron $CVX con Energy Transfer $ET para la exportación de LNG desde Luisiana y la aprobación de la adquisición de Run:ai por Nvidia $NVDA. También destacamos la caída de Novo Nordisk $NVO tras resultados decepcionantes en su ensayo de pérdida de peso CagriSema, y la decisión de El Salvador de descontinuar su billetera Chivo en un acuerdo con el FMI, coincidiendo con una caída del 9% en bitcoin. Cerramos con las huelgas de Starbucks $SBUX en plena temporada navideña y las implicaciones para su fuerza laboral sindicalizada. ¡Sintonízanos para entender los movimientos clave que están moldeando los mercados!

Mike Shorr with Prosper Trading Academy turns to A.I., crypto and energy trades in today's Big 3. He discusses what investors should watch with Microstrategy (MSTR), NXP Semiconductor (NXPI), and Chevron (CVX). Rick Ducat dives into the technical trends of each. ======== 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

Walmart (WMT) and Caterpillar (CAT) are trading near their all-time highs, but TheoTrade's Don Kaufman is bearish on both. However, a "drill, baby, drill" attitude of the incoming Trump administration has him bullish on Chevron (CVX). Don breaks down his example trades while Rick Ducat examines the technical trends. ======== 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

Diane King Hall says Intel (INTC) "threw everything and got all the bad out" in its latest earnings report, boosting investor confidence. Boeing (BA) pens yet another deal to its striking mechanist union that includes a larger wage raise. Energy companies Chevron (CVX) and Exxon Mobil (XOM) climbed on an earnings beat. Diane has more on the morning's biggest stories. ======== 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