Podcasts about csco

Fast food restaurants like Wendy's are experiencing a slowdown in business The fast-food restaurant Wendy's is planning on closing hundreds of locations throughout next year because they continue to see a slowdown in spending from their customers. They said most of their low-income consumers are cutting spending and making fewer trips with smaller purchases at the restaurants. Wendy's increased prices after the pandemic at a higher rate than grocery stores and now other fast-food restaurants have begun to add value menus to keep customers coming back, but Wendy's has held firm and not created any values for their customers. Because of this they have seen their net income decline to $44.3 million from a year ago when it was $50.2 million. Over the past year the stock has declined from around $18 a share down to under $9 a share, which is a decline of 53%. With the reduction in the stock price, the dividend yield is now 6.5% and the company trades at 10 times earnings on a forward basis. This company may be worth looking into as an investment as within in the next 6 to 12 months we could see lower end consumers stabilize.   The affordability index for people buying a home is the worst in 50 years People may be excited about buying a home because mortgage rates are around the lowest they've been in over a year, but the affordability of a home is still far out of reach for many. The reason for this, and we have talked about this for the last few years, is that the increase in the price of homes has far outpaced the increase in people's income. The 50-year average for a price-to-income ratio is around four times, and it reached a low in 1999 of around 3.6 times. But with the rapid increase of homes over the last few years, the price to income ratio has climbed to slightly over five times. Also not helping are the increases in home insurance costs and property taxes. Back in the summer of 2019, when looking at households earning $75,000, nearly 50% of those people could afford to buy a home. Today, when looking at those same households earning $75,000, only 21% would be able to afford a home. Back in 2012, the home affordability index was over 200, but it has now been cut in half to just about 100 with no signs of improving any time soon. I believe it will probably take 3 to 5 years to correct itself. If you look back in history, the affordability index does not change overnight. What will happen is probably incomes will increase slightly over the next 3 to 5 years and maybe the price of homes will either stay the same or decline slightly, which would increase the affordability index. What this means for people buying a home today is you should not have any aspirations of a rapid increase in the value of your home. What caused the problem was during the pandemic mortgage rates dropped to lows not seen in 50 years and that pushed up demand and the prices for homes climbed at a rapid rate. I believe this scenario is extremely unlikely to play out again! The brokerage firm Robinhood looks more like a gambling platform than a brokerage firm Robinhood initially went public at $38 a share in 2023 and the stock then fell to under $10 a share. It has recovered nicely since then as it's now trading around $110 a share. What has caused this shift and the huge increase in the stock price? One big reason is that the company has really allowed major speculation for their investors. Starting off with crypto, they have allowed people to buy coins like BONK, Dogwifhat and Pudgy Penguins. Just when you think there's no way they could come up with anything more speculative, surprise; they have come up with an investment known as prediction markets and event trading. Somehow the regulators have let this slide or maybe since government agencies don't move that quickly, it just has not been addressed yet. It appears for investors on their app that you can predict what the outcome will be of a football game, politics, contracts over economics, even if aliens will exist on earth this year. Chief Brokerage Officer, Steve Quirk, says this is the fastest growing business we have ever had. Robinhood stock trades over 50 times projected earnings and is looking for about $4.5 billion in revenue, which is an increase of 53% over last year. The growth appears to be there for the company, but there is so much speculation and insane crazy things there is no doubt in my mind that in the future many people will lose more money than they ever thought was possible by speculating on crazy things rather than investing into good quality businesses. A fallout in those risky "investments" could hurt Robinhood's reputation, which I believe would be bad for long term growth.    Financial Planning: The Real Cost of Employer Coverage vs. Medicare When reaching age 65, sometimes there is the option to join Medicare or stay with an employer health insurance plan.  This is most common when a spouse retires after age 65 and they have the ability to join their spouse's work plan. When comparing the cost of coverage, there is a key difference in how each affects your tax bill. Premiums paid through payroll for employer-sponsored health insurance are pre-tax, meaning you avoid federal, state, and payroll taxes such as the 6.2% Social Security, 1.45% Medicare, and 1.2% CA SDI tax in California.  This is different from a 401(k) for example where contributions are only pre-tax from federal and state taxes. For someone in the 22% tax bracket, a $500 premium would be around $300 after the tax savings. Medicare premiums on the other hand are paid with after-tax dollars and are only tax-deductible for people who itemize and have total medical expenses exceeding 7.5% of AGI, which means very few retirees actually receive any tax benefit. Additionally, Medicare Part B and D premiums may be elevated due to higher levels of income because of IRMAA. Employer health insurance can vary in coverage and cost so at times Medicare may be a more comprehensive and cost-effective option, but it is necessary to compare the after-tax costs to be sure.   Companies Discussed: Cisco Systems, Inc. (CSCO), The Walt Disney Company (DIS), Spectrum Brands Holdings, Inc. (SPB), Maplebear Inc. (CART)

Pres. Donald Trump signed into law a funding bill to reopen the U.S. government. Kevin Green and Diane King Hall discuss the market implications and what investors need to keep on their radar as economic data slowly rolls out over the coming weeks. For today's session, KG is watching the Dow Jones Industrial Avg. ($DJI) as it hits new highs, lifted by companies like Caterpillar (CAT). Meanwhile, Walt Disney (DIS) paints a mixed earnings picture with an increase in Disney+ subscribers but an ongoing YouTubeTV carriage dispute potentially impact on guidance. Cisco (CSCO) is higher after its quarterly report card. KG points to the networking segment revenue jumping 15% and cites A.I. demand for its rise. For the trading day, KG says to watch Nvidia (NVDA) if it breaks $190 to the downside as it could indicate a bigger move for the overall markets.======== 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

Cisco (CSCO) last hit its all-time high in March 2000, as shares traded just a few dollars under the record heading into earnings. The stock made good momentum in 2025 with a 25% rally, though Rick Ducat shows other outperformers in its industry like Arista Networks (ANET) that show more room for Cisco to catch up. He highlights where the company juggled with support and resistance levels to explain where the stock can run next. As for the options front, those same levels can come into play with where traders are pricing stock moves.======== 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

Cisco (CSCO) earnings report after Wednesday's close. Rick Ducat calls up the chart and compares its performance to industry-peers in Arista Networks (ANET) and Palo Alto Networks (PANW). He indicates several areas of resistance and support as shares are rising in a recent uptrend over the past month. Rick highlights the RSI momentum study remaining in bullish territory despite a small pullback. Later, Tom White provides an example options trade for CSCO. He demonstrates a bullish call vertical strategy with shares at or near 25-year highs.======== 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

Cisco (CSCO) is on the path to breaking its all-time high that it last touched in March 2000. Ali Mogharabi believes A.I. networking revenue and advances to security will prove paramount in the company's growth. He sees the company facing lots of competition, however, ranging from rising mid-caps in Arista Networks (ANET) to established giants in Nvidia (NVDA). Tom White offers an example options trade for Cisco.======== 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

It's a bull market until it's not. There are plenty of catalysts and data to suggest a strong market in to year end. Buy the dip? HOW? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Rachel Dashiell breaks down the chart of Cisco Systems (CSCO) and highlights a cup shape. She looks at potential resistance and support areas and says bullish traders “may need to be patient.” She also examines a longer-term time frame for a clearer picture.======== 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

Berkshire Hathaway (BRK/B) continues to break records with its cash pile, now totaling $381 billion. Diane King Hall talks about where the money is and what it means for shareholders. She turns to ON Semiconductor's (ON) earnings that dropped just before the opening bell, which shows a "tough auto cycle" but hopeful commentary from leadership when it comes to guidance. Diane also explains why UBS is turning bullish on Cisco (CSCO).======== 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

“Things look very stable” after the latest CPI report, says Erin Gibbs. She thinks a 50 basis point cut is “off the table” but does think the Fed will cut rates this month. She recommends rebalancing your portfolio, taking tech gains and moving into more defensive positions. “We want to look at healthcare, telecom…companies that have more secular long-term trends that can really carry us through 2026.” She likes Palantir (PLTR), Thermo-Fisher (TMO), Cisco (CSCO), and Insulet (PODD).======== 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

AI can accelerate a fully digital supply chain, but it can also bring cyberattacks, ethical dilemmas, and sustainability risks. Zero100 Principal Analyst Suzanne Lindsay and VPs, Research Geraint John and Kelly Coutinho explore the threats faced by leaders today and what they can do to protect their organizations.Why cybersecurity is the CSCO's problem after all (02:47) Fighting AI threats with AI (06:29) A blueprint for cyber-resilient supply chains (09:10) Can AI power true sustainability? (12:01) Safeguarding the human workforce in the agentic AI era (18:01) The dark side vs the gains: Striking the AI balance (20:24)

Will the Jay Powell hint of lower interest rates carry the bull market even higher?  We discuss the potential boom areas of the markets in a lower interest rate environment.  We delve into the recent success of the Frank Value Fund and review its top holdings.  We also discuss big news in Semiconductors including Intel, Nvidia, and some of the top Semiconductor ETFs right now for Growth Investors.  

Diane King Hall talks all A.I. trade developments moving markets Friday morning. Applied Materials (AMAT) sold off more than 10% after it posted disappointing guidance and hinted at China tariff pressures. Cisco (CSCO) faced pressure of its own after HSBC downgraded the stock from buy to hold. Diane noted one bright spot in Salesforce (CRM), which got an upgrade from DA Davidson as the firm sees competition and decelerating growth already baked into shares.======== 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

S&P Futures are slightly lower this morning. This morning there are two important economic data points set for release, The PPI report and Weekly Jobless Claims. Treasury Secretary Scott Bessent indicated that that there was a good changes that the Fed will lower rates by 50 basis points at their meeting next month. While a 50 basis point cut is possible, it would likely need another weak Non Farms payrolls report. President Trump signed an Executive Order to accelerate rocket launches to encourage space travel. President Trump is scheduled to speak today at 1:00 pm. In earnings news JD, BIRK & VIPS are higher after releases, CSCO, DE, NICE & TPR are lower. After the bell today, AMAT, SNDK & STRZ are expected to report.

As U.S. markets push to new all-time highs, the rally is expanding beyond the “Magnificent 7” into a wider range of sectors. Investors are pricing in a potential September Fed rate cut as Treasury yields decline. Kevin Green examines the surge in homebuilder stocks on expectations of lower rates, Bitcoin's climb to a new all-time high, and how artificial intelligence is shaping the growth outlook for Cisco (CSCO).======== 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

While Tapestry (TPR) posted strong numbers in its Coach brand, Diane King Hall says it wasn't enough to temper fears of tariffs in the company's outlook. Deere & Co. (DE) also noted profit pressures in guidance despite its earnings beat. Diane points to Cisco (CSCO) as a company that performed relatively well on its report, primarily through its A.I. infrastructure business.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Cory Johnson liked Cisco's (CSCO) latest earnings, adding that it shows the company taking a slice of the A.I. infrastructure pie. He considers networking revenue the high point of the report. Tom Essaye isn't as bullish on the stock after Cisco's earnings, noting the muted reaction to the numbers. He argues investors are looking for much more as markets remains supercharged by A.I.======== 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

S&P Futures are extending their gains from yesterday as the market continues to feed off of Tuesday milder than expected CPI report. The economic calendar is light today, PPI data is due out tomorrow. Expectations for a Fed rate cut in Sept are nearing 100%. Markets are going to be looking for clues in relation to the upcoming U.S. Russian talks over a Ukraine peace accord. Next week's Jackson Hole summit will soon be in focus as markets look to hear dovish commentary from Fed Chair Powell. Trump's pick to lead the BLS floats the idea of suspending the Non Farm Payrolls report. In corporate news, Spirt Airlines warns that they may not be able to continue operations if their financial picture does not improve soon. Disney does a deal with Webtoon. In earnings news, LITE & EAT are higher after releases, CAVA, CRWV are lower. After the bell today, CSCO & COHR are expected to report.

Cisco (CSCO) highlights Wednesday's postmarket earnings slate. Rick Ducat joins Morning Movers to diagnose the technical formations on the CSCO chart, with current areas of resistance and support circled on its chart. Later, Tom White demonstrates an example options strategy for CSCO. He walks through what a straddle trade means and why traders would "need a move" for CSCO in order to have the strategy work.======== 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

Cisco (CSCO) is trading at a 25-year high. The big rally to historic levels will face a high bar in earnings after the bell on Wednesday, with Marley Kayden noting its networking revenue and new projects expected to draw eyes to the report. However, potential tariff impacts on enterprise budgets would serve as a headwind. Joe Tigay gives investors an example options trade for Cisco ahead of the report.======== 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

Markets continued Tuesday's rally, led once again by the RUT with 2% gains. Cisco (CSCO) traded to the downside despite posting a beat and guidance above estimates, though it was nowhere near the sell-off seen in CoreWeave (CRWV) after its report. Bullish (BLSH), the newest crypto exchange debuting in public markets, saw volatile trading action throughout its first day. Marley Kayden takes investors through the session's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

S&P Futures are displaying slight gains this morning as we head into an important week for the markets. The key near term catalyst is the trade deal with China that is set to expire tomorrow. Markets are expecting for the White House will extend the current trade agreement. On Friday, President Trump will be holding talks with Russian President Putin on a potential end to the hostilities in the Ukraine. On the economic front, Inflation data releases will be key this week. Tomorrow CPI will set the tone for a possible rate cut in September. Intel's CEO is schedule to meet with President Trump today as he called for his resignation last week. President Trump is expected to hold a press conference today at 10:00 am ET on law enforcement in DC. NVIDIA and AMD have agreed to pay the U.S. government 15% of their revenue from sales of certain AI chips to China as a condition for securing export licenses.  Economic calendar is light today. On the earning front, CAH, CRWV, CAVA, EAT, CSCO, NTES, JD, DE, AMAT, & FLO are expected to announce this week.

ON Holding (ONON) investors hope shares can reverse its current trend and run higher once it releases earnings on Tuesday. Chili's parent, Brinker (EAT), aims to push its 150% year-over-year rally further. Cisco (CSCO) has broken out and shows significant bullish trends heading into its earnings. Jenny Horne talks about the recent headlines impacting all three names while Kevin Green goes over the bullish and bearish trends he sees 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

Alissa Coram and Ken Shreve analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

ON Holding (ONON) investors hope shares can reverse its current trend and run higher once it releases earnings on Tuesday. Chili's parent, Brinker (EAT), aims to push its 150% year-over-year rally further. Cisco (CSCO) has broken out and shows significant bullish trends heading into its earnings. Jenny Horne talks about the recent headlines impacting all three names while Kevin Green goes over the bullish and bearish trends he sees 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

Democrats on the House Oversight Committee sent a letter to the General Services Administration on Friday demanding more information about how the agency is using Grok, the artificial intelligence chatbot built by Elon Musk's xAI. The correspondence comes after FedScoop reporting earlier this month revealed that government coders at GSA seemed to be looking at integrating Grok into their artificial intelligence work. Other sources told FedScoop that Grok had recently been approved for integration as an option into the GSAi app, a platform the agency has built to help federal workers access various generative AI models. Four days after the publication of FedScoop's story, xAI officially announced a “Grok for Government” service and confirmed that the company had been working to make its product available through GSA. As a result, Grok said ”every federal government department, agency, or office” could now access the company's tools. xAI also announced a $200 million Defense Department contract. The federal government's interest in using Grok — which recently espoused antisemitic and pro-Hitler content — has received pushback from Democrats. A group of Jewish Democrats recently wrote to Defense Secretary Pete Hegseth about their concerns with the tool. Democrats in the House AI Caucus have also raised issues with the use of Grok, as has Senate Minority Leader Chuck Schumer, who condemned the Pentagon contract on the chamber's floor. But the latest letter, obtained by FedScoop, demands more information on the GSA's work with Grok. The letter was addressed to Stephen Ehikian, the deputy GSA administrator who led the agency on an acting basis until earlier this week, and signed by Reps. Robert Garcia of California and Stephen Lynch of Massachusetts, the current and former ranking members of the committee, respectively. An outage last week of Starlink, the satellite internet service run by Elon Musk's company SpaceX, did have an impact on some services in the federal government. While several civilian federal agencies told FedScoop that the service interruption didn't disrupt operations, the U.S. Space Force confirmed that Starshield, the military-focused communications service on the Starlink network, was taken offline during the outage. “The Space Systems Command Commercial SATCOM Communications Office procures Starshield Global Access services over the Starlink Satellites/network,” a spokesperson for Space Systems Command told FedScoop. The spokesperson continued: “As such, the global outage did affect CSCO customers for the entire duration of the outage (~2.5hrs for most users). Services had a partial restoration midway through the outage and a complete restoration by the stated end time.” Defense customers are currently able to access Starshield through the Space Force, among other procurement mechanisms, SpaceX's website states. SpaceX says Starshield is for “national defense use cases” while Starlink “is not intended for any military end-uses or end-users.” Several branches of the U.S. military are currently testing or using Starshield, including the Air Force and the Navy. A spokesperson for the U.S. Coast Guard told FedScoop earlier this month that the agency began installing both Starlink and Starshield back in 2023. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning, with Sam explaining Evercore ISI's downgrade on Cisco (CSCO).======== 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

Andrew Graham likes low-beta stocks right now, encompassing names like Cisco Systems (CSCO), where he likes their innovation and a potential corporate tech cycle. He's also watching Synopsys (SNPS), which he calls “less expensive” than its peers. In energy, he likes EQT (EQT) as a natural gas play. Andrew shares his expectations around the August 1 trade deadline and the 2Q earnings season.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

What's keeping today's top supply chain leaders up at night? And what opportunities are they most excited about? The Zero100 team shares their biggest takeaways from Off the Grid 2025, our recent gathering of 50+ CSCOs and COOs in Ireland, exploring everything from the future of tariffs and agentic AI to the power of fusion teams and the expanding COO remit. Featuring: Content Director Allyssia Alleyne and VPs, Research Kelly Coutinho and Geraint John.First things first: What is Off the Grid? (1:50) Key themes: New rules of global trade and the rise of agentic AI (02:48) How supply chain leaders are thinking about tariffs now (06:12)Evolving perspectives on the ROI of AI (10:20) China's digital innovation advantage (11:28) Visibility, agility, and cross-functionality: CSCO and COO priorities for the rest of 2025 (13:53)

Join Steve Riege as he discusses leadership journeys, approaches, and challenges with the Chief Supply Chain Officer for Barnes & Noble, Annette Danek-Akey.

*Hosted by Radu Palamariu*Pier Luigi Sigismondi helped build Unilever's supply chain into a global benchmark, then pivoted to become a sought-after board member across three continents. In this episode, we explored his remarkable journey from Latin America to C-suites and boardrooms, and how a mindset rooted in humility, ambition, and adaptability shaped every chapter. We unpacked the ‘GAP' leadership framework, his transition to non-executive life, and why empowerment, self-awareness, and authenticity are non-negotiables for sustainable leadership.Discover more details here.Follow us on:Instagram: http://bit.ly/2Wba8v7Twitter: http://bit.ly/2WeulzXLinkedin: http://bit.ly/2w9YSQXFacebook: http://bit.ly/2HtryLd

ENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER Here are the links to all the sales: ⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The steel deal is nearly done as Pres. Trump approves Nippon's takeover of U.S. Steel (X). Cisco (CSCO) begins the week with an upgrade. And, CoreWeave (CRWV) catches a downgrade from Bank of America citing valuation levels. Tom White takes a look at the early Monday movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Sarepta Therapeutics (SRPT) sold off more than 40% after suspending its Elevidys Duchenne muscular dystrophy drug, which was linked to two fatal liver failure cases. Diane King Hall break takes a closer look into the report. She later turns to an upgrade Cisco (CSCO) got from Deutsche Bank on A.I. optimism, along with news on Roku Inc. (ROKU) integrating Amazon (AMZN) ads with its 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

Deutsche Bank upgraded Cisco (CSCO) to a Buy rating with a $73 price target. Rachel Dashiell breaks down the technical look at its chart, pointing to the continued uptrend in shares. She says all-time highs around $67 are acting as current resistance levels, with downside support around $62-$63.======== 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 full view of this upcoming week. Plus at the end, I explain how to use AI with a professor who built an AI Trading Robot that's blowing away markets. ⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER ⁠⁠⁠⁠⁠⁠⁠

*Hosted by Radu Palamariu*Unilever is turning its iconic ice cream business, home to Magnum and Ben & Jerry's, into a standalone powerhouse.What does it really take to spin off an €8.5B global business?Sandeep Desai, Chief Supply Chain Officer of Unilever Ice Cream, takes us inside the transformation. From leading 9,000+ employees across 38 factories and 130 warehouses, to managing the emotional and operational shift of a corporate breakup, Sandeep shares the raw realities of change at scale.We talk leadership, legacy, and how to navigate disruption without losing your team, or your soul.Discover more details here.Follow us on:Instagram: http://bit.ly/2Wba8v7Twitter: http://bit.ly/2WeulzXLinkedin: http://bit.ly/2w9YSQXFacebook: http://bit.ly/2HtryLd

The pressure mounts for UnitedHealth (UNH) as shares plummet following news of a DOJ probe into its Medicare Advantage program. Diane King Hall joins Caroline Woods at the NYSE set to dive into the report as UNH shares reach 4-year lows. Later, she looks overseas at Chinese tech stock Alibaba (BABA) after it reported a revenue miss in its 4Q earnings. Meanwhile, Cisco (CSCO) shares are higher after the legacy tech company raised its guidance on stronger A.I. demand.======== 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

S&P Futures have been displaying little movement this morning, but are currently moving higher. The economic calendar is rather muted today. President Trump remains in the Middle East, today he is in Qatar and is expected to continue to announce trade deals. Yesterday he announced a $600b commitment from Saudi Arabia for investment in the U.S. Later this morning, Boeing is on watch as Qatar may be planning a large plane order for Boeing jets. Earnings announcements for CSCO and CRWV are expected after the bell today. Tomorrow morning, WMT, BABA, DE & NTES are scheduled to report.

As Cisco (CSCO) shares climb higher in 2025, Rick Ducat says the 5-year high of $66.50 is a level to pay attention to on the upside, with volume studies showing a heavier presence at $58-$59. Ahead of earnings, Tom White demonstrates an example options strategy using a covered call trade with a neutral to bullish stance.======== 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

Cisco (CSCO) rallied big alongside its A.I. peers on positive trade and partnership developments. The company reports earnings after the bell tonight, and Caroline Woods notes macro uncertainties that can pin Cisco's growth. Prosper Trading Academy's Scott Bauer says the A.I. space is "on a tear" and expects a near-term pullback. He offers an example options trade for Cisco ahead of its report. ======== 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

Cisco Systems (CSCO) shares popped after better-than-expected earnings in its 3Q report. The technology networking company raised its FY25 EPS & Revenue guidance that was in-line with Street estimates. A.I. infrastructure orders exceeded $600M, and surpassed the company's $1B target one quarter early. CSCO CEO Chuck Robbins added "The momentum we are seeing with A.I. is fueled by the power of our secure networking portfolio." Alex Coffey and Scott Durfey join Caroline Woods with live reaction to CSCO's report.======== 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

En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street extiende ganancias por inflación suave: Futuros al alza: $SPX +0.2%, $US100 +0.4%, $INDU +0.1%. El IPC subió solo +0.2% mensual en abril, por debajo del +0.3% esperado. La inflación anual se ubicó en +2.3%, y la subyacente en +2.8%. UBS y Deutsche Bank advierten que el impacto de los aranceles podría sentirse a partir de junio. • Arabia Saudita acelera acuerdos de IA: Wedbush estima que los pactos entre firmas como $NVDA, $AMZN, $AMD y $CSCO con Riad podrían sumar $1T al mercado global de IA en la próxima década. El acceso saudí a chips avanzados contrasta con las restricciones a China. Se anticipan movimientos de $PLTR y $TSLA en la región. • Super Micro cierra megaacuerdo con Arabia Saudita: $SMCI subió 10% premarket tras firmar un pacto de $20B con DataVolt para plataformas GPU y racks de IA en EE.UU. y Medio Oriente. El anuncio se suma a proyectos tecnológicos conjuntos por $80B donde también participan $GOOGL, $ORCL, $CRM y $UBER. • Tesla reactiva producción tras tregua comercial: $TSLA reanuda importaciones de piezas desde China para el Cybercab y el Semi, tras la reducción temporal de aranceles. Iniciará producción piloto en octubre con planes de fabricación masiva en 2026. Morgan Stanley ve a $TSLA como un puente estratégico entre EE.UU. y China. Un episodio clave para entender cómo la tregua comercial y el boom en IA están redefiniendo el mercado. ¡No te lo pierdas!

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%-21% en ventas para el año. Un episodio cargado de noticias clave antes de que arranque el mercado. ¡No te lo pierdas!

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%–21% en ventas para el año. ¡Dale play y entérate de todo lo que mueve el mercado hoy!

Kevin Horner's Technical Tuesday charts cover the SPX, Cisco Systems (CSCO), and Dell (DELL). He looks at the “overhanging resistance” in the SPX despite its recent run up ahead of the FOMC meeting. In CSCO, he points to an area of confluence and resistance, and says bearish traders are in a better position than bulls right now. For DELL, he highlights the 50-day SMA as an important area of resistance, much like CSCO.======== 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

This episode explores:Henkel's multiyear journey to merge two of its distinct consumer business units. (1:15)An overview of the strategic drivers behind Henkel's business transformation. (2:44)The critical role supply chain leadership plays in driving supply chain change management. (4:52)Concrete steps that Henkel took during its transformation journey, including real-world examples. (8:40)Recommendations for chief supply chain officers (CSCOs) driving large-scale change management in their own organizations. (12:26)Host Thomas O'Connor discusses Henkel Consumer Brands' business transformation journey with Dr. Dirk Holbach, the organization's CSCO. The pair explore the drivers that motivated the transformation, such as Henkel's concept of “volume to value.” They provide insight into four broad steps that Henkel took as part of its transformation, and close the show with recommendations for CSCOs that find themselves driving similar transformations.Gartner clients interested in finding out more about this topic can access the following: Reorganize by Integrating and Differentiating Supply Chain ActivitiesSupply Chain Executive Report: Radically Rethinking ReorganizationAbout the GuestDr. Dirk Holbach has been leading the end-to-end (E2E) supply chain and operations for Henkel's Consumer Brands division since 2022, with net sales around €10.5 billion. He collaborates with approximately 10,000 associates in 36 factories and 88 logistics centers around the world. As one global team, Henkel not only delivers daily on the classic triangle “cost,” “cash” and “service,” but also drives a holistic transformation journey along multiple dimensions creating significant business impact. Henkel's aim is to continuously increase the value delivery, agility and resilience of its global supply chain with the ultimate goal to drive value growth and serve its consumers and customers at its best.This goal is supported by three strategic priorities:People and culture: Henkel puts its people at the center of everything it does. The pandemic has clearly underlined the value of strong individuals collaborating in empowered teams, and Henkel enables strong value creation and business performance via its significant investment into team effectiveness and individual leadership capabilities.Digitalization: Continuously accelerating digital transformation at Henkel started in 2013, with migration toward a fully connected, real-time and integrated digital ecosystem and toward an autonomous, self-driving and touchless supply chain. This work is supported by highly qualified associates and Henkel is the proud owner of four World Economic Forum (WEF) Fourth Industrial Revolution (4IR) Digital LighthousesSustainability: Part of Dr. Holbach's personal agenda and part of the DNA at Henkel, the company drives sustainable progress leveraging digitalization (e.g., reducing its CO2 footprint by more than 70% since 2005), with 14 sites becoming fully climate-positive (electrical and thermal energy), making the company's entire mature region footprint carbon-neutral.When not at work, Dr. Holbach enjoys spending time with his family, or on a race or mountain bike. He has also been listed several times in the Top 28 Supply Chain Executives in Europe, being No. 1 in 2020.

Qualcomm (QCOM) filed antitrust complaints against Arm Holdings (ARM), a story of "friends turning to foes," says Diane King Hall. She looks deeper into the accusations and shares why Arm took the bigger hit at the start of the trading session. She also highlights Chewy's (CHWY) earnings beat and Cisco's (CSCO) reiterated buy rating from Melius Research.======== 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

From a preschool teacher newly inspired to invest at 73 to a lifelong Fool whose Microsoft shares became a 500-bagger, this year-end Mailbag brims with transformational stories. Listeners wrestle with rebalancing versus “never sell,” explore “layering in and out” of big winners like Tesla, and reflect on optimism as both delicate and powerful. David highlights multigenerational lessons—like gifting You Have More Than You Think to a nephew-turned-advisor—and celebrates that it's never too late to start making smarter, happier, and richer choices. This holiday season, embrace the joy of learning from each other, fueling a Foolish momentum into 2025.   Host: David Gardner Producer: Desirée Jones   Companies mentioned: AMZN, CSCO, MELI, META, MIDD, MRK, MSFT, NFLX, NVDA, RCL, SBUX, SHOP, SQ, TMDX, TSLA, WM, WMT