Podcasts about Earnings

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    Best podcasts about Earnings

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    Latest podcast episodes about Earnings

    Group Chat
    Google's Monster Earnings, Invisible Billionaires & The NFL Is The Safest Bet | GCP 1019

    Group Chat

    Play Episode Listen Later Jul 23, 2026 95:49


    Group Chat News is back with a special guest Rohan Shah, co-founder of Extend.com, the platform doing over $1 billion in GMV making extended warranties actually work for retailers. The guys go deep with a true Silicon Valley insider on Google's monster earnings, how tech billionaires really spend their money, why NFL teams might be the safest asset in America, and what's actually happening inside companies spending big on AI. This week's Group Chat covers: Rohan's path — Harker, Stanford, and building Extend into a billion-dollar GMV business Silicon Valley's prep school pipeline and the public vs private school divide Inside enterprise AI spending — big token bills, unclear ROI, and why "we don't know yet" is the honest answer The AI job-loss story that went in reverse — companies that cut heads are rehiring Apple's patience play — keeping cash on the balance sheet while everyone else spends trillions Rohan's stock picks — memory semis, nuclear and energy infrastructure, mining, Google, DoorDash, Meta Google's monster earnings — a $9 vs $2 beat, $99 billion in other income from Anthropic and SpaceX stakes, and the stock still dropped The Khosla family, the Seahawks, and the NFL's first Indian owner Why NFL teams might be the safest investment in America — "the Cowboys will outlast all of it" Trump accounts, custom ETFs, and kids treating stocks like baseball cards Why Silicon Valley doesn't build libraries the robber baron playbook vs "changing the world" Gambling ads on every screen what we allow now that we'd never allow for cigarettes And much more! Drop us a 5-star rating and a review if you're rocking with the show.

    Squawk on the Street
    9am Hour: Alphabet and Tesla Slide on AI Spending, Brent Hits $100/Barrel on U.S.-Iran Conflict 7/23/26

    Squawk on the Street

    Play Episode Listen Later Jul 23, 2026 43:22


    Carl Quintanilla and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Halftime Report
    The Alphabet Aftermath: Your Next Move 7/23/26

    Halftime Report

    Play Episode Listen Later Jul 23, 2026 44:02


    Dom Chu and the Investment Committee discuss Alphabet's Earnings report last night, what it means for the market and your money. Plus, we hit some Committee stocks that are moving today. And later, Josh Brown spotlights Block in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    WSJ What’s News
    How Startup Insiders Are Using IRAs to Stash Their Wealth

    WSJ What’s News

    Play Episode Listen Later Jul 22, 2026 12:45


    P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration's new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball's highest payroll into its biggest waste of money. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Thoughts on the Market
    More Stocks Join the Bull Market

    Thoughts on the Market

    Play Episode Listen Later Jul 22, 2026 4:17


    Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I will explain why the recent volatility in markets makes sense. It's Wednesday, July 22nd at 2 p.m. in New York. So, let's get after it. The broadening trade is back and it's gaining steam. We established this thesis last week. Importantly, there's a key reason this broadening trade is likely to continue. One of the more crowded areas of the market—semiconductors—has lost its momentum. As I've also noted before, this is not a call that the AI cycle is over. However, stocks do trade on the rate of change in growth, and expectations often reach a place where they can no longer surprise on the upside. Earnings revisions tend to get too stretched, and capital starts looking for the next place where fundamentals are improving but positioning is still light. This is no different than what happened to other leadership groups earlier this year in areas like precious metals and energy stocks. Remember, I first made the call for market broadening in our November outlook. My view is that the economy had moved into a new expansion after the rolling recession ended in April 2025. Markets were starting to catch on before the Iran conflict interrupted that trend. Investors piled back into the AI trade—especially semis—as oil prices jumped and Fed expectations shifted more hawkish. Back in June, I noted that those earnings revisions were likely nearing their peak. Hyperscale stocks starting to lag was the first indication. Since semis ultimately depend on hyperscaler spending, that divergence usually doesn't last. It doesn't mean the buildout is ending. However, the spenders may be moving from blind enthusiasm to a more disciplined phase as a means of addressing the market's concerns about falling cash flows. We've seen this pattern before. Since ChatGPT launched, this ebbing and flowing between the hyperscaler and semiconductor stocks has happened three times. This is the fourth such adjustment, during which the hyperscaler stocks are likely to outperform the semis. Since a few weeks back, hyperscalers have outperformed semiconductors by almost 30 percent. Another consequence is that the major averages may trade lower in the near term. When a crowded, large-cap leadership group is unwinding, the index can look choppy even as the market underneath is improving. That's the key distinction. The index may struggle, but the broadening can still work. Over the next month, don't be surprised if the S&P 500 trades as low as 7000 before it makes a move to 8000 by year-end. Use this weakness to add to equity positions. I continue to like Consumer Discretionary Goods, Transports, and Biotech. Discretionary Goods remains one of the cleaner expressions of the broadening thesis. Wallet share is shifting from services back toward goods, goods pricing is improving, and earnings revisions are strengthening. Transports continue to show improving revisions as volumes stabilize and pricing gets better. Biotech is one of the more attractive lower-rate beneficiaries, especially if policy expectations are too hawkish, as I think they are. On that last point, the Fed backdrop matters. The June FOMC meeting told us forward guidance is going to be limited, and the inflation path is going to drive policy. The softer-than-expected inflation data last week should allow the Fed to stay on hold rather than hiking. It may take the bond market a few more data points to fully re-price this view. Bottom line, the broadening is in gear, but it may not feel comfortable because it's happening while the crowded momentum trade unwinds, a process that is likely unfinished. That's usually how rotations in market leadership work. Like spring, it's often: in like a lion and out like a lamb. Thanks for tuning in. I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

    InvestTalk
    Can the Magnificent Seven Earnings Hold the Market Up?

    InvestTalk

    Play Episode Listen Later Jul 22, 2026 44:01 Transcription Available


    With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

    Motley Fool Money
    Capital Market Earnings Crashout

    Motley Fool Money

    Play Episode Listen Later Jul 21, 2026 23:25


    Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton's earnings results and what is the best banking ETF today? Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Equifax & MSCI earnings and stock reactions - AI costs eating into profits - Halliburton's comments on the oil market - Mailbag: Best Banking ETF to buy now? Companies discussed: EFX, MSCI, MS, HAL, XLF, VFH, BRK, V, MA, JPM, KBE, KBWB Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd 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

    CNBC's
    Counting Down to Software Earnings… And Danaher Sinks After Earnings 7/21/26

    CNBC's "Fast Money"

    Play Episode Listen Later Jul 21, 2026 43:28


    AI stocks bouncing back with major tech stocks closing in the green. The traders break down what's causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher sinking despite beating expectations in their earnings report. Mizuho health care strategist Jared Holz breaks down why the stock is trading at near all-time lows, and why the company might need a management change. Plus, the latest on Intel job cuts, and where the middle class is feeling pricing pressures. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    WSJ Minute Briefing
    Chip Stocks Lead U.S. Markets Higher

    WSJ Minute Briefing

    Play Episode Listen Later Jul 21, 2026 1:41


    Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    11AM Hour: President Trump Meets with the President of Lebanon, Novartis CEO on Earnings & Alphabet's AI Lineup 7/21/26

    Squawk on the Street

    Play Episode Listen Later Jul 21, 2026 44:49


    Novartis CEO Vas Narasimhan joins to break down the company's latest earnings report as they return to sales growth. Then, we bring you comments from President Trump as he meets with the President of Lebanon at the White House. Plus, we break down the details of Alphabet's three new Gemini models it released ahead of earnings tomorrow. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    Charles Schwab & Hasbro CEOs on Earnings, SSA Commissioner and IRS CEO Frank Bisignano Responds to WSJ Report of Misconduct while at JPM 7/21/26

    Squawk on the Street

    Play Episode Listen Later Jul 21, 2026 45:33


    Earnings season rolls on as Charles Schwab CEO Rick Wurster discusses the firm's latest results, investor activity, and the outlook for markets, while Hasbro CEO Chris Cocks breaks down the toymaker's earnings and the strength of its gaming and entertainment businesses. Plus, Social Security Administration Commissioner and IRS CEO Frank Bisignano responds to a Wall Street Journal report alleging he spied on colleagues while Co-COO at JPMorgan, more than a decade ago. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Halftime Report
    Positioning your Portfolio into Mega-Cap Earnings 7/21/26

    Halftime Report

    Play Episode Listen Later Jul 21, 2026 44:03


    Leslie Picker and the Investment Committee debate how they are positioning their portfolios ahead of mega-cap earnings. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights insurance names in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Bloomberg Talks
    Hasbro CEO Chris Cocks Talks 2026 Outlook, Earnings

    Bloomberg Talks

    Play Episode Listen Later Jul 21, 2026 8:02 Transcription Available


    Hasbro shares jumped by as much as 14% after the toy company reported second-quarter revenue and earnings that beat analysts’ expectations and raised its full-year outlook based on the strength of its Magic: The Gathering card game business. For more, Hasbro Chief Executive Officer Chris Cocks speaks with Bloomberg's Dani Burger and Isabelle Lee. See omnystudio.com/listener for privacy information.

    Squawk on the Street
    9am Hour: Big Earnings Week, Tech Looks to Rebound, Gas Prices $4/Gallon on U.S.-Iran Tensions 7/20/26

    Squawk on the Street

    Play Episode Listen Later Jul 20, 2026 42:54


    After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Halftime Report
    Mega Cap Earnings in Focus: Your Next Move 7/20/26

    Halftime Report

    Play Episode Listen Later Jul 20, 2026 44:17


    Leslie Picker and the Investment Committee debate how to navigate mega cap earnings and share their latest trades heading into the week.  Plus, we hit the latest Calls of the Day. And later, we give you the setup on earnings this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    J.P. Morgan Insights (audio)
    A Top Down View of the Earnings Surge

    J.P. Morgan Insights (audio)

    Play Episode Listen Later Jul 20, 2026 15:35


    The earnings season has started with a blast. As of Friday morning, 49 of the S&P500 companies had reported second-quarter earnings, with 85% beating expectations and the index on track for a blockbuster 23% year-over-year gain for the quarter. According to FactSet, analysts now expect S&P500 operating earnings to reach $340.74 for 2026 as a whole, up 24% from 2025, following strong back-to-back gains of 10% and 13% in 2024 and 2025 respectively.

    The Circuit
    Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

    The Circuit

    Play Episode Listen Later Jul 20, 2026 59:17


    In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects.Key Topics:TSMC's CapEx increase and demand signalsASML's capacity expansion and high NA EUV technologyAir's role in semiconductor testing and optical advancementsMarket sentiment and investor rotation in semiconductorsThe impact of AI on chip demand and manufacturing

    The Options Insider Radio Network
    The Option Block 1484: Bathroom Drinking and Options Trading

    The Options Insider Radio Network

    Play Episode Listen Later Jul 20, 2026 58:12


    On today's episode, Mark Longo, Andrew Giovinazzi and Mike Tosaw dive into another wild mix of market analysis, unusual options activity, earnings season, volatility, and plenty of laughs. The show kicks off with memorable trivia ranging from W.C. Fields' famous "bathroom library" to a surprising piece of World War II history before shifting into the biggest stories driving the options market. This episode covers: Why markets continue to shrug off geopolitical headlines The coming wave of Big Tech earnings and why Alphabet could set the tone for AI stocks Oracle's collapse and what it may signal for AI spending Apple, NVIDIA, Microsoft, Tesla, Netflix, SpaceX and Palantir VIX activity and whether volatility is finally finding support Unusual options trades in ONON, NOV and CLYM Covered call management after expiration Rolling winners, adjusting losing positions and avoiding perfectionism Earnings previews for Alphabet, Tesla, Intel, American Airlines and more

    Schwab Market Update Audio
    Chips on Edge: Mega-Caps Awaited After Rough Week

    Schwab Market Update Audio

    Play Episode Listen Later Jul 20, 2026 9:59


    The chip market starts the week licking its wounds after a swift descent over the last few days. Earnings from Alphabet and Intel in a few days are the next major keystones. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    TD Ameritrade Network
    Monday's Morning Movers: DPZ Mixed Earnings & LITE, URBN, YETI Upgrades

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 7:28


    Domino's (DPZ) shares are moving higher even after the fast food chain served mixed earnings. Diane King Hall highlights key metrics to note in the report. She also points to an analyst upgrade for Lumentum (LITE) along with upgrades in the clothing space for Urban Outfitters (URBN) and YETI Holdings (YETI). ======== 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

    TD Ameritrade Network
    Riesgo: AI Compute Demand Not Slowing, Earnings Add Unexpected Strength

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 7:34


    Ahmed Riesgo doesn't see the demand for AI compute slowing down, telling clients he sees the tech pullbacks as opportunities. "The AI future has become cheaper for you," argues Ahmed, making the case it will only get cheaper the more this tech develops. He adds that unexpected earnings strength last quarter offer more muscle to Wall Street but warns not to expect that same outperformance this season. Ahmed turns to international headlines as the U.S. and Iran continue to clash over the Strait of Hormuz. ======== 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

    TD Ameritrade Network
    Importance of GOOGL, TSLA Earnings This Week Amid Strait of Hormuz Uncertainty

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 10:24


    Reports of a maritime embargo from the Houthis is keeping the Strait of Hormuz in global headlines, says Kevin Hincks, though he expects earnings season to take investors' attention with Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) reporting this week. He talks about the importance he sees in the earnings. Kevin also has Boeing (BA) in his sights as new jet orders aim to boost the company's revenue stream. ======== 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

    TD Ameritrade Network
    Adam Coons on U.S.-Iran War's Lasting Impacts & Earnings Justifying Valuations

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 10:00


    Adam Coons explains the reset of expectations he sees on Wall Street on the inflation front as a volatile energy trade continues to take investors by storm. However, recent economic data suggests a cooldown is possible, so long as the U.S.-Iran conflict eases. Adam doesn't see that happening any time soon. He walks investors down the path he sees for inflation and expectations for the new earnings season as many stocks see elevated valuations. ======== 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

    TD Ameritrade Network
    Options CornerGM Consolidation into Earnings

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 5:18


    Shares of General Motors (GM) have consolidated since the start of 2026s. Tom White offers a look into the one- and three-year charts to show how recent price action compares to historical trends. He also offers an example options trade for General Motors ahead of earnings Tuesday. ======== 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

    TD Ameritrade Network
    Earnings Growth Fuels Markets as Investors Look Beyond Technology

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 7:45


    Brian Jacobsen examines how strong corporate earnings continue to support the market but warns that lofty expectations leave little room for disappointment. He discusses the importance of forward guidance, opportunities in industrials, healthcare, and banks, and why inflation trends could keep the Fed on hold despite concerns over gasoline prices.======== 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

    TD Ameritrade Network
    Kerr: AI Earnings "Need to be Better than Great" & SPCX Sets OpenAI, Anthropic Expectations

    TD Ameritrade Network

    Play Episode Listen Later Jul 20, 2026 12:56


    Samuel Kerr helps investors navigate the AI landscape after bearish price action claws into many tech names. He says earnings "need to be better than great" for stocks to see significant rallies. Nvidia (NVDA) is the company Samuel continues to see acting as the main meter to gauge AI health. As for SpaceX (SPCX), Samuel considers it an AI-adjacent company and talks about expectations it set for OpenAI and Anthropic's upcoming IPOs. ======== 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

    Daily Stock Picks

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    The Rundown
    Chinese AI Model ‘Kimi K3' Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings

    The Rundown

    Play Episode Listen Later Jul 20, 2026 10:52


    Market update for Monday July 20, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Last week's brutal chip stock selloff and what it means for the AI tradeA stacked week of Big Tech earnings, with Tesla and Google on deckKimi K3, the new Chinese AI model rattling Wall StreetDomino's rising thanks to supply chain businessAMC's surprise blockbuster earnings  Christopher Nolan's The Odyssey pulled in $124.5 million at the box office

    Emily Chang’s Tech Briefing
    FIFA thinks earnings from this latest World Cup cycle could top $15 billion

    Emily Chang’s Tech Briefing

    Play Episode Listen Later Jul 20, 2026 4:22


    While Spain may have walked away with the World Cup trophy, FIFA could be considered the tournament's biggest winner, bringing in record breaking revenue from ticket sales, sponsorships and media rights. For more on the end of the World Cup and the cash that came out of it, KCBS Radio News Anchor Holly Quan spoke with Bloomberg's Vanessa Perdomo.

    The Option Block
    The Option Block 1484: Bathroom Drinking and Options Trading

    The Option Block

    Play Episode Listen Later Jul 20, 2026 58:12


    On today's episode, Mark Longo, Andrew Giovinazzi and Mike Tosaw dive into another wild mix of market analysis, unusual options activity, earnings season, volatility, and plenty of laughs. The show kicks off with memorable trivia ranging from W.C. Fields' famous "bathroom library" to a surprising piece of World War II history before shifting into the biggest stories driving the options market. This episode covers: Why markets continue to shrug off geopolitical headlines The coming wave of Big Tech earnings and why Alphabet could set the tone for AI stocks Oracle's collapse and what it may signal for AI spending Apple, NVIDIA, Microsoft, Tesla, Netflix, SpaceX and Palantir VIX activity and whether volatility is finally finding support Unusual options trades in ONON, NOV and CLYM Covered call management after expiration Rolling winners, adjusting losing positions and avoiding perfectionism Earnings previews for Alphabet, Tesla, Intel, American Airlines and more

    The KE Report
    Craig Hemke - Previewing Fed Meeting, PCE Data, Newmont Earnings

    The KE Report

    Play Episode Listen Later Jul 20, 2026 21:26


    In today's Daily Editorial, we sit down with Craig Hemke, Founder and Editor of TF Metals Report. Craig breaks down the quiet start to the trading week amidst broader geopolitical tension, steadying US Dollar strength, and key upcoming macroeconomic catalysts. We explore expectations surrounding the upcoming Federal Reserve meeting, projected interest rate movements, and incoming PCE inflation data. Additionally, we analyze the precious metals space, focusing on earnings expectations, valuation disparities, and market sentiment surrounding major producers like Newmont and Agnico Eagle Mines. Key Discussion Points Summer Trading Dynamics & Geopolitics: Exploring the market's muted reaction to global conflict headlines, crude oil price fluctuations, and key technical levels in the US Dollar index. Fed Quiet Period & Rate Outlook: Analyzing market expectations for the upcoming Federal Reserve policy meeting, potential rate hike scenarios, and the timing of a potential policy pivot. Inflation Trends & PCE Preview: Evaluating incoming PCE data and how energy costs impact broad economic forecasts. Precious Metals & Mining Earnings Sector Preview: Unpacking cost structures, profit margins, and overall market sentiment ahead of key quarterly reporting from major producers and mid-tier miners.   Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   --------------------- 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.

    The Disciplined Investor
    TDI Podcast: McClellan's Quiet Market Trap (#982)

    The Disciplined Investor

    Play Episode Listen Later Jul 19, 2026 55:30


    The High cost of investing – how to keep more of what you make The tech trade is in tatters – chips entering correction. Earnings rolling in – investors seeing both sides of the story. And our guest this week – Tom McClellan of the McClellan Market Report. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork. In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA. The signup link is http://mcoscillator.com Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (AAPL), (SPCX), (SPY)

    X-Ray Vision
    NEWS: Marvel Returns to Hall H at SDCC, The Batman II Delayed Again, Marvel Comics Moving to LA, Netflix Earnings Fall Short

    X-Ray Vision

    Play Episode Listen Later Jul 18, 2026 18:00 Transcription Available


    This week on PREVIOUSLY ON… Jason and Rosie break down trailers for Camp Crystal Lake, the Friday the 13th prequel series coming to Peacock, Digger starring Tom Cruise, and the historical drama The Uprising. They then discuss the announcement that Marvel Comics is relocating its publishing division from New York to Marvel’s Burbank headquarters. In more Marvel news, Marvel Studios is returning to Hall H at San Diego Comic-Con for the first time in two years, since Robert Downey Jr. was announced as Doctor Doom. Next, they go over the numbers after Netflix revealed that its Q2 2026 earnings fell below projections, causing its stock price to drop. To close, they briefly discuss The Batman Part II getting delayed yet again, with Matt Reeves’ sequel now pushed back to February 2028. Follow Jason: IG & Bluesky Follow Rosie: IG & Letterboxd Follow X-Ray Vision on Instagram Join the X-Ray Vision DiscordSee omnystudio.com/listener for privacy information.

    Digital Finance Analytics (DFA) Blog
    Brutal Markets Pivot On AI, Chips And Energy; Despite Earnings Hopes!

    Digital Finance Analytics (DFA) Blog

    Play Episode Listen Later Jul 18, 2026 22:05


    This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypo along the way. Share indexes tumbled around the world on Friday, despite strong results reported from the US banks on heavy trading, as heavyweight chip stocks plunged for a third … Continue reading "Brutal Markets Pivot On AI, Chips And Energy; Despite Earnings Hopes!"

    Valuetainment
    “$72B Gone in 48 Hours” - IBM Just Got WRECKED After Earnings Disaster

    Valuetainment

    Play Episode Listen Later Jul 17, 2026 16:12


    IBM stock plunged nearly 20% after disappointing earnings revealed weakness in its software and infrastructure businesses. Investors are now questioning the future of IBM's growth strategy and its position in the competitive AI and technology market.

    Inside the ICE House
    Market Storylines: Semi Rotation, Earnings Strength + Iran Implications

    Inside the ICE House

    Play Episode Listen Later Jul 17, 2026 5:22


    Eric Criscuolo, Market Strategist at the NYSE, reviews a market increasingly defined by sharp sector rotations as AI-related semiconductor and memory stocks pulled back after massive gains earlier this year. Weakness in semis contrasted with renewed strength in hyperscalers, improving performance from software, and catch-up rallies across Healthcare and Financials. Meanwhile, escalating tensions involving Iran pushed oil prices higher and helped keep longer-term Treasury yields elevated despite cooler inflation data.

    MKT Call
    Chipmaker Declines Force Losing Week for Stocks Despite Strong Earnings

    MKT Call

    Play Episode Listen Later Jul 17, 2026 9:09


    MRKT Matrix - Friday, July 17th S&P 500 falls 1%, heads for losing week, led by chipmakers; Netflix plunges (CNBC) S&P 500 Earnings Season Update: July 17, 2026 (FactSet) Russia roils global market for diesel (Axios) Economic outlook is worsening and Trump is getting blamed, CNBC survey finds (CNBC) The Inside Story of IBM's Shocking Profit Warning (WSJ) IBM's Warning Is a ‘Hammer' Slamming Down on Tech's AI Outsiders (Bloomberg) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) Lettuce Grower Taylor Farms to Pull Parasite-Linked Products (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

    Russell Investments
    Strong earnings and a Goldilocks economy backstop markets

    Russell Investments

    Play Episode Listen Later Jul 17, 2026 4:12


    DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2026. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-13022Date of first use: July, 2026

    TD Ameritrade Network
    Lasting Tech Pressure Pins Stock Market, NFLX Earnings Sell-Off & SPCX Shorts Grow

    TD Ameritrade Network

    Play Episode Listen Later Jul 17, 2026 12:54


    The stock market faces pressure from several angles to end the trading week. Tom White talks about the continuing selling hitting AI stocks, especially in the memory space with Micron (MU) and SanDisk (SNDK), as both stocks trade more than 30% below its all-time high. More U.S. strikes on Iran also aren't doing any favors to alleviate fears that energy volatility will shake commodities again. Tom also discusses Netflix's (NFLX) earnings and subsequent sell-off, along with recent trading action in SpaceX (SPCX). ======== 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

    TD Ameritrade Network
    Options Corner: DPZ Serves Bullish Momentum into Earnings

    TD Ameritrade Network

    Play Episode Listen Later Jul 17, 2026 5:26


    Domino's Pizza (DPZ) is experiencing a bit of a bullish rebound heading into Monday's earnings report. Rick Ducat highlights why the trend higher is substantial and highlights levels to watch heading into the report. He then offers an example options trade for Domino's. ======== 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

    TD Ameritrade Network
    Friday's Morning Movers: SPCX Scrubs Test Flights, AAPL Upgrade, ISRG Earnings

    TD Ameritrade Network

    Play Episode Listen Later Jul 17, 2026 7:47


    Diane King Hall discusses Intuitive Surgical (ISRG) earnings, explaining how GLP-1 trends have hit the company. She also talks about SpaceX (SPCX) shares coming back to Earth after scrubbing Starship's test flight, and HSBC's upgrade on Apple (AAPL) to buy from hold. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

    Chit Chat Money
    Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

    Chit Chat Money

    Play Episode Listen Later Jul 17, 2026 64:35


    The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:55) ASML's Earnings (04:53) Adyen's Annual Report and Shareholder Questions (10:58) OpenAI's Legal Challenges and Hardware Developments (15:03) Bank earnings (24:56) Stripe, PayPal, and Payment Industry Dynamics (29:55) Tech Leadership on social media (35:05) Crypto, NFTs, and Regulatory Environment (40:01) Home Buying Trends and Market Reflections (49:58) Interest Rates, Inflation, and Demographics (55:01) Share issuance issue ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Wall Street Unplugged - What's Really Moving These Markets
    This could be an ugly earnings season

    Wall Street Unplugged - What's Really Moving These Markets

    Play Episode Listen Later Jul 16, 2026 58:41


    Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

    CNBC's
    Netflix Earnings Results… And What's Next for the Energy Trade 7/16/26

    CNBC's "Fast Money"

    Play Episode Listen Later Jul 16, 2026 43:34


    A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings.Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment.   Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    9am Hour: Taiwan Semi and AI Trade Pain, UnitedHealth Surges, SpaceX Falls Below IPO Price 7/16/26

    Squawk on the Street

    Play Episode Listen Later Jul 16, 2026 42:58


    Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for UnitedHealth Group, up sharply on its blowout earnings and raised guidance. The anchors discussed the SpaceX stock slump one day after shares fell below their $135 IPO price for the first time ever. Also in focus: Earnings movers from GE Aerospace to United Airlines; June retail sales reaction; Uber to buy Germany's Delivery Hero in a $14.8 billion deal; Eli Lilly's psychedelic M&A takeover; FDA approves Merck's new cholesterol pill; Trump Media's new move; Cramer previews the CNBC Investing Club Monthly Meeting.     Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26

    Squawk on the Street

    Play Episode Listen Later Jul 16, 2026 43:15


    OpenAI Chairman Bret Taylor joins the show, his AI unicorn "Sierra" launching new tools to take on the enterprise software incumbents. Then why results from Taiwan Semi are pressuring the rest of the chip sector. And ahead to Netflix results, what the options market is signaling about that report, after the bell.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    11AM Hour: Former Barclays CEO on Bank Earnings, Standard Nuclear CEO on IPO & UnitedHealth Shares Jump 7/16/26

    Squawk on the Street

    Play Episode Listen Later Jul 16, 2026 43:11


    Former Barclays CEO Bob Diamond joins to break down what's been a strong week of bank earnings. Then, Standard Nuclear CEO Kurt Terrani joins ahead of the company's public debut at the NYSE today. Plus, we break down UnitedHealth's latest earnings, which have the stock jumping today.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Canadian Investor
    PayPal Gets a Buyout Offer, Aritzia Crushes Earnings, and ASML Rides the AI Memory Boom

    The Canadian Investor

    Play Episode Listen Later Jul 16, 2026 52:49


    In this episode of The Canadian Investor Podcast, we start with a quick look at the Bank of Canada’s latest rate decision and why the central bank is keeping policy steady while balancing economic weakness with inflation risks. We then dive into the reported buyout offer for PayPal from Stripe and Advent International, why the market appears skeptical the deal will go through, and whether the offer undervalues PayPal given its free cash flow. We also look at Lucid’s financial struggles, its cash burn, and why EV startups remain such difficult businesses to scale. From there, we break down another strong quarter from Aritzia, including impressive growth in the U.S., strong comparable sales, expanding gross margins, and why the company continues to stand out in retail. We also discuss MTY Food Group’s difficult quarter, its strategic review, and what slowing consumer traffic means for restaurant franchises. Finally, we cover Pepsi’s struggles with pricing and private-label competition, IBM’s surprise preliminary results and why the stock sold off sharply, and ASML’s strong quarter as AI-related demand drives spending on memory, lithography systems, and semiconductor capacity. Tickers discussed: PYPL, SQ, LCID, ATZ.TO, MTY.TO, PEP, KO, IBM, ASML, MU, TSM, NVDA Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

    WSJ What’s News
    What's Behind a Red-Hot Quarter for Bank Earnings

    WSJ What’s News

    Play Episode Listen Later Jul 14, 2026 12:54


    P.M. Edition for July 14. Big U.S. banks like JPMorgan Chase, Goldman Sachs, and Bank of America reported soaring profits in the second quarter. But can the party continue? We hear from Gina Heeb, who covers banks for the Journal. Plus, inflation cooled to 3.5% last month. WSJ economics reporter Matt Grossman talks about what's driving prices lower, and what's expected later this summer. And ICE is suspending traffic stops after two fatal shootings in the past week. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Compound Show with Downtown Josh Brown
    IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y'all Street

    The Compound Show with Downtown Josh Brown

    Play Episode Listen Later Jul 14, 2026 59:42


    On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter, Jamie Dimon's succession plans, and what AI is actually doing inside the banking industry. Plus, they discuss the launch of the Texas Stock Exchange, why competition is finally coming for QQQ, Josh makes the case for ServiceTitan, Michael brings another mystery chart, and much more. This episode is sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit ⁠https://www.janushenderson.com/⁠ for more information. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices