Podcasts about Earnings

Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn't like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang gets into a spirited back and forth about insurance company Lemonade, and we try to figure out what spooked the market about Klarna's results. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Earnings results from Walmart, Booking Holdings, Etsy, and Ebay - Ebay's acquisition of Etsy's Depop business. - The bull and bear case on Lemonade - Klarna's big stock drop Companies discussed: WMT, BKNG, ETSY, EBAY, AMZN, LMND, PGR, KLAR Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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

Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ *This episode is brought to you by ⁠⁠⁠⁠⁠B⁠⁠⁠⁠⁠⁠⁠⁠⁠oulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*In the acquisition entrepreneurship ecosystem, it's well understood that the companies that we acquire often undergo change, maturation, and evolution under the watchful eye of the new CEO. What I think we tend to under appreciate, however, is the change, maturation and evolution required of the CEO herself. When I think back to the CEO that I was in year 6 of my own hold period, that person is almost unrecognizable relative to the CEO that I was in my first 6-12 months at the helm… and that evolution wasn't just specific to commercial considerations, though there were plenty of examples of those. A lot of it concerned the personal, psychological, and emotional realities of being both a leader and an entrepreneur. My guest today, Jennifer Garvey Berger, is the Author of Changing on the Job (among several other books), and has introduced a framework that shows what she thinks are the four rather predictable stages of leadership maturity. In our discussion today, we discuss what those stages are, what fundamentally changes from one stage to the next, why it's important for a leader to know which of the 4 stages that they're currently in, how to self-diagnose, where she most commonly sees high-performing executives or new leaders get “stuck”, and whether leadership maturity is simply a function of the passage of time.

Retail investors remain stubbornly optimistic despite a 12% slide in the Mag 7, according to the latest Investopedia sentiment survey. While the broader market shows signs of a rotation, retail portfolios are largely staying the course with top holdings like Nvidia (NVDA) and the Nasdaq 100 (NDX). Caleb Silver notes that while investors are finding reasons to believe in a 5% to 10% market increase this year, they are navigating a environment where even slight earnings misses from companies like Walmart (WMT) or Carvana (CVNA) trigger aggressive selling.======== 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

Rick Ducat dials up the chart of Akamai (AKAM) as investors await the tech company's upcoming earnings print. Rick shows what technical patterns have led to the stock's meteoric rise over the last several weeks even amidst the recent selling pressures hitting the software stock group. Later, Rick composes an example options trade using a short put vertical strategy. He explains the bullish nature of the trade and ways to manage it following Akamai's earnings event. ======== 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

DoorDash (DASH) saw volatile price action following its earnings miss but started Thursday's trading day with a rally. Diane King Hall points to other metrics giving investors optimism in its outlook. Wayfair (W) moved in the opposite direction as its active customer base dips despite operational improvements. Diane later notes Deere & Co.'s (DE) post-earnings rally. ======== 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

Liz Ann Sonders with Charles Schwab offers a crash course in tariffs and why U.S. companies are the ones that "pick up the tab" on costs. She sees headwinds on the horizon for U.S. consumers as business leaders look for ways to offset those costs. Nathan Peterson turns to the tech picture and a "near-term sentiment resolution" on how disruptive AI will be. How? Nate points to two crucial earnings reports next Wednesday in Nvidia (NVDA) and Salesforce (CRM). ======== 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

eBay Inc. (EBAY) rallied after posting stronger-than-expected earnings and announcement of its $1.2 billion Depop acquisition from Etsy Inc. (ETSY). Both stocks rallied Thursday morning. As Marley Kayden explains, that acquisition is generating bullish buzz front analysts. She takes investors through the earnings and analysts notes backing price target increases. Joe Tigay offers an example options trade for eBay's stock. ======== 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

Sucharita Kodali calls Walmart's (WMT) earnings “incredible” for a business of this size and maturity. “They're not only growing share but they're executing really, really well.” She believes they're benefitting from both ends of the K-shaped economy, possibly taking business from malls or other merchants. She thinks its rivalry with Amazon (AMZN) will continue to be a big story as AMZN beat WMT on sales for the first time. Its ad business makes it one of the biggest media companies in the U.S., she argues.======== 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

Wayfair CFO Kate Gulliver joins "Bloomberg Businessweek Daily" to talk about Wayfair's earnings, future for the company, the customer demand of Wayfair's product, and more.See omnystudio.com/listener for privacy information.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Alright… is this actually the moment to buy the Magnificent 7?You've probably heard it already. “The Mag 7 is bottoming.” “S&P 7300.” “Earnings are strong.” “This is the dip.”But let's slow down for a second.In this video, we sit down and really look at what's happening under the hood. Not the headlines. Not the hype. The charts. The price. The behavior.Because here's the uncomfortable truth… earnings growth sounds impressive, but it does not pay you. Price going up pays you. Price chopping sideways for months while volatility explodes? That just drains you mentally and financially.We walk through Nvidia, Apple, Microsoft, Amazon, Meta, Tesla and ask the real question: are they acting right… or are people just hoping?Here's what we break down together:✅ Why sideways markets with rising volatility are frustrating and dangerous✅ Why “it should go up” is the most expensive phrase in investing✅ How fear and greed actually drive market bottoms✅ Why anchoring to a price target can wreck your returns✅ What defensive sectors like staples are quietly signalingWe also compare tech versus staples and look at where strength is actually showing up. Spoiler alert: it's not always where the crowd is screaming.And if you're serious about timing entries instead of guessing bottoms, this is where OVTLYR becomes powerful. It strips out the noise and focuses on trend, volatility, and behavior instead of opinions.At the end of the day, this is about protecting your hard earned money. Not chasing narratives. Not trusting “bro, this is the bottom.”So… is the Mag 7 bottoming?Watch through and decide. But one thing is clear. If they're going to do incredible things, it probably is not happening in the middle of a nasty downturn.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Goldman's Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he's standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that's impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company's financials. Why he says they have no merit.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

APAC stocks traded higher following the positive handover from the US and with South Korea outperforming amid tech strength on return from the Lunar New Year holidays.FOMC's January meeting minutes showed a broad agreement to hold rates, but views diverged on the path ahead.US senior official told Axios that the round of talks with Iran in Geneva was "a hamburger stuffed with nothing" and is one of the reasons why Trump is close to making a decision on the issue of going to war with Iran, according to Axios's Ravid.US senior official stated that all US forces involved in the Middle East build-up should be in place by mid-March and that Secretary of State Rubio will travel to Israel to meet Israeli PM Netanyahu to discuss Iran on the weekend of February 28th.US President Trump is scheduled to deliver remarks on the economy at 16:00 EST/21:00 GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's Cipollone, ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from Spain, France & US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump and his advisors have reportedly indicated that the USMCA could be scrapped, NY Times reports. Instead, the US could have bilateral deals with Canada and Mexico.European equities lower as Airbus misses on 2026 aircraft deliveries; US equity futures slip.Antipodeans gain following recent losses; DXY flat after Wednesday's advances.Bonds hold a bearish bias, continuing the pressure seen in the prior session due to various factors.Crude benchmarks and precious metals benefit from growing US-Iran tension, whilst copper lags on weak European sentiment and Chinese holiday.US President Trump is scheduled to deliver remarks on the economy at 16:00EST/21:00GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from the US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. equities closed modestly higher Wednesday but finished off best levels, with gains led by select mega-cap tech (AMZN, NVDA) while defensives lagged. Oil and precious metals moved sharply higher alongside a stronger dollar and slightly higher Treasury yields amid geopolitical headlines, firmer economic data, and a modestly hawkish tilt in the FOMC minutes. Earnings were mixed, with notable moves in ADI and CDNS on the upside and PANW on the downside, as focus shifts to WMT Thursday and a potential SCOTUS tariff ruling Friday.

Mark Mahaney expects about 20% organic revenue growth in DoorDash's (DASH) earnings. He believes the company needs to continue delivery initiatives beyond food to distinguish itself from competitors like Uber Technologies (UBER) and Lyft Inc. (LYFT). As for DoorDash's future around AI, Mark thinks the company's focus on evolving tech offers an advantage that trumps long-term fears. Tom White offers an example options trade for DoorDash ahead of earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

To start Wednesday's market coverage, Jay Woods joins Diane King Hall at the NYSE set to make sense of the indices "treading water" so far in 2026. He looks at the biggest group in the Mag 7 stocks, with his attention squarely focused on next week's earnings event from Nvidia (NVDA). Jay adds that diversification matters, pointing to a broadening out in the cycle rotation taking place so far this year. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code “chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call3:30 Live chat experiment and audience participation6:45 Apple Home architecture transition reminder11:40 Vision Pro two-year anniversary reflections24:30 Apple security updates for Catalina and Big Sur33:50 Earnings call overview and record profits40:20 Services growth and device install base milestones46:10 Supply constraints and Wall Street reaction52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Todayhttps://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Surhttps://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectationshttps://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrowhttps://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology “man about town”. Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code "chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call 3:30 Live chat experiment and audience participation 6:45 Apple Home architecture transition reminder 11:40 Vision Pro two-year anniversary reflections 24:30 Apple security updates for Catalina and Big Sur 33:50 Earnings call overview and record profits 40:20 Services growth and device install base milestones 46:10 Supply constraints and Wall Street reaction 52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Today https://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Sur https://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectations https://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrow https://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology "man about town". Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession 'firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

APAC stocks traded higher in continued thin conditions as many regional bourses remained closed for holidays.RBNZ kept the OCR at 2.25%, as expected, and the central bank refrained from any hawkish surprises; NZD heavily underperforms.US VP Vance said in some ways Iran talks went well, while he added that Iranians are not yet willing to acknowledge some of President Trump's red lines.US Special Envoy Witkoff said the US facilitated the trilateral meeting between Ukraine and Russia, while he added that Ukraine and Russia agreed to update leaders and pursue an agreement.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.7% on Tuesday.Looking ahead, highlights include UK CPI (Jan), US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan), US-Ukraine-Russia talks to take place (17-18 Feb). Speakers include ECB's Cipollone, Schnabel & Fed's Bowman. Supply from Germany & US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin, Glencore & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This episode is a numbers- and strategy-focused deep dive into TELUS, right as earnings drop. Mike explains why TELUS used to be an attractive mix of a telecom cash cow plus "tech-like" growth segments—but why that story has become far less convincing as revenue stagnates, debt pressure remains high, and dividend growth has been paused. The core takeaway isn't "buy" or "sell." It's: build an investment thesis, define your rules, and track tangible metrics. If TELUS executes, the stock could follow an "Enbridge-style" recovery path. If the math doesn't improve, hope won't save the dividend—or your returns. Get the Updated Dividend Rock Star List! Make sure to check out the complete show notes. YouTube: http://bit.ly/2Zs6r1r FB: http://bit.ly/2Z7Q5gF Blossom: @thedividendguy X: @TheDividendGuy DividendStocksRock.com Retirement Loop

Fletcher Building says it's not out of the woods yet, but their financial situation is improving. It recorded an $11 million half-year loss - down from $134 million the year before. Earnings are out of the red at $45 million, compared to $-88 million the year before. Chief executive Andrew Reding says they'll take a while to get back on track. "We're not forecasting great times for our financial year 2026, and indeed think that the calendar year 2027 is when things are lined up and moving properly." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech.   CPI Inflation report No inflation from tariffs Fed interest rate cuts Mag 7 passes the baton to energy, materials, and staples Nvidia earnings are coming up so what does the implied volatility say at this point?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Likefolio's Landon Swan calls Ebay's (EBAY) total visits “impressive” ahead of its earnings postmarket on Wednesday. “All eyes” are on the report after the stock has fallen 20% from highs, Landon says. However, fraud is a major concern – it's a platform “ripe for abuse,” he argues, and there's a growing contingent of unhappy users. Their niche in online retail is “unique items,” and Landon doesn't see any “direct competition.” The “biggest sticking point” he sees is margins, believing its volume is solid.======== 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

Dan Niles talks about Palo Alto Networks (PANW) ahead of its earnings after the close on Tuesday amid a stark sell-off in software stocks. He believes Palo Alto will weather the storm but warns valuations will serve as a headwind if growth projections come in less than stellar. Dan turns to the greater AI trade and talks about why Nvidia (NVDA) and Broadcom (AVGO) both serve critical roles in Big Tech development. Tom White offers an example options trade for Palo Alto. ======== 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

Diane King Hall turns to the market movers kicking off trading action to start the short week, including a Southwest Airlines (LUV) upgrade from UBS. Redburn has varying views on the discount retailer space through its upgrade on Dollar Tree (DLTR) and downgrade in Dollar General (DG). In the cybersecurity industry, Diane explains why Mizuho cut its price target on Palo Alto Networks (PANW) ahead of earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Analog Devices (ADI) earnings are set to hit the wire ahead of Wednesday's open. Rick Ducat looks at the breakdown within the semiconductor industry and shows why ADI's chart has been on the move to start 2026. He points out the RSI study showing a "slight bearish divergence" as it crossed into overbought territory several times during its 2026 rally. Later, Tom White demonstrates an example options strategy for Analog Devices using a call vertical. ======== 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

APAC stocks traded mixed amid the extremely thinned conditions due to the Lunar New Year holiday and in the absence of a lead from the US, where markets were closed for Washington's Birthday/Presidents Day.Nikkei 225 retreated shortly after the open with SoftBank and heavy industry stocks leading the declines, as the post-election euphoria petered out following the recent underwhelming GDP data. USD/JPY pulled back with pressure seen as risk sentiment in Japan deteriorated shortly after the open.US President Trump said he will be involved in the Iran talks indirectly and that Iran wants to make a deal, while he also stated that Iran "are bad negotiators" and he hopes they will be more reasonable in talks.European equity futures indicate a subdued cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with losses of 0.1% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Dec), German/EZ ZEW (Feb), US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks, US-Ukraine-Russia talks (Feb. 17th-18th). Speakers include Fed's Barr & Daly, Supply from Germany. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue, Antofagasta. Holiday: Chinese Spring Festival Golden Week (17-24 Feb).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US-Iran talks have gotten underway; the latest is that the nuclear negotiations have entered the stage of discussing technical issues, Al Jazeera reports citing Iranian TV.Iran announced its readiness to reduce uranium enrichment, Al Hadath reports citing Iran's ambassador in Cairo; added "The contradiction of the US statements is proof of its lack of seriousness in the negotiations"European stocks are broadly in the green; Basic Resources weighed on by metals prices; US equity futures lower as US traders return from holiday.JPY gains ground on yield differentials and some haven flows while GBP lags after the UK jobs report; DXY flat. Gilts and JGBs lead; pricing remains in favour of a BoE cut in April, but March has inched higher into Wednesday's CPI post-unemployment/wages; USTs bid alongside global benchmarks.WTI and Brent rangebound with geopols in focus.Looking ahead, highlights include US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks. Speakers include Fed's Barr & Daly. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today on our show:Amazon is a Vertically Integrated UtilityShopify Fiscal Year 2025 Earnings: a Pony with One Great Trick, Could it Be More?Kroger Opens a New MarketplacePaypal Earnings and David Marcus- and finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.watsonweekly.com/https://www.youtube.com/@WatsonWeeklyhttps://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Stephen Grootes speaks to Lunga Siyo, CEO of Telkom Consumer about the telecoms latest results, which show a marked improvement in earnings as the group continues to shift its revenue mix toward mobile and fibre. The numbers reflect solid growth in mobile service revenue, rising data usage, and continued expansion of fibre connections, offsetting ongoing declines in legacy fixed-line voice services. In other interviews, Makgale Mohlala, Manager of the Cartels Division at the Competition Commission talks about the Commission’s sweeping search‑and‑seizure raids on major scrap metal buyers, the allegations of coordinated price fixing in the ferrous scrap market, and how the investigation could reshape South Africa’s already embattled long steel sector. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

With gold and silver surging to eye-catching highs, Joel unpacks whether now is really the right time to jump in. Get the unvarnished truth about the risks and realities of investing in gold and silver, including their historical track record, the costs that often go overlooked, and why they're not always the golden ticket to wealth the headlines might suggest. Discover how herd mentality, FOMO, and social media hype can drive prices—and why long-term results often tell a different story. But that's not all—this episode empowers you with a practical checklist of essential questions to ask your financial advisor. Joel breaks down the crucial topics: understanding all the fees you're paying, ensuring your advisor acts as a fiduciary, grasping their investment philosophy and track record, and knowing how they'll communicate with you through the market's ups and downs. These questions are designed to help you build a true partnership and make well-informed decisions about your financial future. Whether you're a seasoned investor, just getting started, or simply curious about the latest trends in money management, this episode promises valuable insights, clear explanations, and actionable advice. Tune in to sharpen your financial acumen and make sense of your dollars—plus, find out how you can connect with Joel and his team for further guidance. Listen now to get the facts, cut through the hype, and take charge of your finances with confidence! 

Business and finance news from the Asia-Pacific.Japan's economic output in the fourth quarter of 2025 was much weaker than expected, registering anemic growth after a deep contraction in the previous period, underscoring the case for Prime Minister Sanae Takaichi's proactive spending policies following her election triumph. For more on the latest reading and the market moves, we spoke to Mark Cranfield, Bloomberg's MLIV Strategist. Plus - we go to earnings news. In Australia, the country's biggest steel maker, BlueScope said its first half net profit more than doubled. The company signaled higher payouts to shareholders over the next 12 months. BlueScope Steel recently rejected a takeover bid by conglomerate SGH and U.S. steelmaker 'Steel Dynamics'. For more on the latest results, we heard from Tania Archibald, CEO of BlueScope. She spoke to Bloomberg's Paul Allen and Shery Ahn on the Asia Trade. See omnystudio.com/listener for privacy information.

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark. In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf. US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks. Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic. Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI.Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger. Hear about:Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Lunga Siyo, CEO of Telkom Consumer about the telecoms latest results, which show a marked improvement in earnings as the group continues to shift its revenue mix toward mobile and fibre. The numbers reflect solid growth in mobile service revenue, rising data usage, and continued expansion of fibre connections, offsetting ongoing declines in legacy fixed-line voice services. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

This week, I discuss my review of Peacock's Super Bowl stream, which was executed flawlessly, along with some of the limited viewership numbers released to date. I also detail the new live TV bundles from YouTube TV, the launch of HBO Max in the UK and Ireland and a new bundle from Sky that includes Disney+, HBO Max, Netflix, and Hayu. I cover earnings results from Roku (full-year revenue up 15%), AMC Networks (AMC+ price increase), Optimum (lost 49,000 pay-TV subs), Amagi (which had its IPO last month) and positive earnings from Fastly and Cloudflare, with Fastly stock up 116% in the week of earnings.Finally, with the hyperscalers projected to collectively spend close to $700 billion in capex in 2026, I break down what we are seeing in the bond market for their capital raise, the risks, and why analysts expect free cash flow to plummet this year.Podcast produced by Security Halt Media

In this episode, Mike and Ben break down one of the most important topics for long-term success in the Amazon Influencer Program: staying consistent without burning yourself out.Consistency looks different for everyone, and the key is finding a pace you can realistically maintain long-term. We talk about what burnout actually is, why it happens, and how it often shows up as creative fatigue rather than laziness. Whether it's pushing too hard, reviewing products you're not excited about, or feeling discouraged when earnings don't match effort, burnout can slow down even the most motivated creators.We share practical ways to reduce decision fatigue, including sourcing products you already own, checking your Amazon order history, and focusing on items you have real experience with. These types of videos are often easier to create and more valuable to viewers because they come from genuine use.We also discuss how to use your performance data to guide your decisions. Instead of guessing, you can look at your reports, identify which videos and product angles are working, and replicate those patterns. This helps increase your dollars per video over time and shifts your focus toward quality and intentional content instead of chasing volume.Another major theme in this episode is understanding the natural ups and downs of earnings. We talk about seasonality, why slower months happen, and how planning ahead for major events like Prime Day and Q4 can make a significant difference in your long-term results.We also cover the importance of focusing your efforts instead of trying to grow on every platform at once. For most creators, the best move is to establish a strong foundation on Amazon first, then expand to platforms like YouTube and Facebook once you have momentum.Whether you're feeling burned out, stuck, or just trying to find a better rhythm, this episode will help you build a more sustainable and effective content strategy.________________________JOIN THE COMMUNITYIf you are looking for deeper strategy, accountability, and honest conversations with other serious content creators, the Creator's Leverage Guild was built for exactly that.Learn more and join here:⁠⁠Creator's Leverage Guild⁠⁠WORK 1-ON-1 WITH MIKE AND BENGet personalized guidance on content strategy, monetization, brand deals, and scaling your creator business.• Book a 1-hour coaching call• Save with a 4-session coaching package⁠⁠Sign Me Up!⁠⁠_________________________JOIN OUR FREE FACEBOOK COMMUNITYConnect with other Amazon Influencers and content creators, ask questions, and stay up to date on what is working right now.⁠⁠Amazon Influencer Success Facebook Group⁠⁠_________________________TOOLS AND RESOURCES FOR CREATORSViral VueMake smarter content decisions and grow faster.⁠⁠Try Viral Vue here⁠⁠Use code STRAHL10 for 10% off for lifeOinkTrack earnings and performance across platforms.⁠⁠Try Oink here⁠⁠Use code STRAHL10 for 10% off for lifeDescriptEdit podcasts and videos faster and easier.⁠⁠Check out Descript here⁠⁠Affiliate links. We may earn a small commission at no extra cost to you.__________________________CONTACTHave a question, collaboration opportunity, or topic request?Email: mike@creatorsleverageguild.com

Peter Tuchman reports from the NYSE after a wild week ending on Friday the 13th/Valentine's Day. He says the Dow closed up around 49,500, inching back toward 50,000 after Thursday's significant, broad-based selloff, while buyers stepped in with intent on solid volume (about 1.4B shares) and strong advances over declines. He notes transports and industrials were up, tech remained under pressure, and he discusses anxiety around the AI narrative while arguing the tech trade is pausing rather than broken. He adds CPI came in a bit lower than expected, earnings have been softer, and more clarity is needed from upcoming economic data, inflation/employment updates, interest-rate-cut expectations, and political headlines. He mentions gold and silver had surged then pulled back, crypto remains under pressure, and margin calls may be forcing some selling elsewhere. He closes with Valentine's Day wishes and a reminder that a three-day market closure can create added weekend uncertainty. 00:00 Einstein of Wall Street Intro from the NYSE Floor 00:50 Friday the 13th Market Close: Dow Near 50K, SPY Recap 01:13 Today's Bounce After the Selloff: Volume, Breadth & Sector Check 01:55 AI/Tech Anxiety vs. the Bigger Bull Narrative 03:17 What's Driving Uncertainty: CPI, Earnings, and Lack of Clarity 03:46 Looking Ahead: February Catalysts, Fed/White House Headlines 04:16 Gold, Silver, Crypto Pressure & Spillover Into Stocks 04:44 Valentine's Day Sign-Off + 3-Day Weekend Warning 05:20 Final Goodbye: Trade Like Einstein Closing Remarks All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Are European dividend stocks becoming the ultimate safety net in a volatile market? In Episode 283 of the Dividend Talk podcast, we break down the latest European earnings Season, including massive dividend hikes from companies like NN Group and Ahold Delhaize, while also tackling the controversial Dutch Box 3 tax on unrealised gains.We discuss:What this means for dividend investorsWhy this could hit the middle class hardestWhether the Netherlands is becoming a test bed for broader European tax reform. Is this a one-off policy — or the start of something bigger?We break down recent dividend increases, including:NN Group – 13% dividend hikeBrookfield Corporation – 17% hikeBritish American Tobacco – cash flow updateAhold Delhaize – strong executionSiemens – AI infrastructure tailwindsWe analyse dividend safety, free cash flow, solvency ratios, and long-term growth prospects. Why is Walmart trading at ~45x earnings while Amazon sits around 28x?Will AI disrupt SaaS companies like Wolters Kluwer, or strengthen their competitive moat? We also discuss “AI shovel” stocks like Schneider Electric and SiemensChapters00:00 – Intro: European Earnings Season & Dividend Focus03:00 – Dutch Box 3 Tax: Unrealised Gains Explained11:00 – Walmart vs Amazon: Valuation Debate16:00 – AI Infrastructure: Investing in the “Shovels”21:00 – Rapid Fire: Recent European Dividend Hikes29:00 – Deep Dive: NN Group Earnings & 13% Dividend Boost37:00 – Ahold Delhaize: Operational Excellence45:00 – British American Tobacco: Cash Flow & Litigation53:00 – Siemens & European Industrial Growth01:00:00 – Listener Q&A: AI, T-Rowe Price, Novo Nordisk01:12:00 – Real Estate & Las Vegas Discussion01:18:00 – Wrap-Up & Key Takeaways

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with the CEOs of both companies. Hear how Roku is bullish on AI's opportunity to drive down costs - and why the CEO of Airbnb says his company's built to ride the disruption.  Plus: more on the day's biggest earnings reports - spanning Moderna's big earnings beat driving shares higher, to the tariff headwind slamming Pinterest shares.  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.

Crisis Investing Q&A: Gold Miners, US Politics, and Safe Investments with Doug Casey In this episode, Doug Casey addresses questions from Crisis Investing subscribers. Topics include the impact of gold prices on miners and explorers, the potential benefits of keeping a portion of your portfolio in cash, and the possible advantages of investing in Aris Mining's planned move to the NYSE. Doug also gives his take on meeting political figures, the risks of investing in private companies, and the merits of retiring in Panama. Additionally, Doug discusses the issues with security in Mexico, the implications of Uruguay's president visiting China, and the considerations for storing gold to avoid potential US government confiscation. 00:00 Introduction and Overview 00:11 Gold Miners and Stock Appreciation 01:50 Meeting Political Figures 06:15 Private Company Investments 08:05 Cash Management Strategies 09:36 Aris Mining and NYSE Listing 10:50 The Great Taking and Economic Concerns 12:41 Retirement in Panama and Other Locations 14:53 Silver Investment Risks in Mexico 16:49 US-China Relations and Uruguay's Strategy 17:58 Gold Confiscation and Offshore Storage 19:14 Conclusion and Wrap-Up

In this episode of the Planet MicroCap Podcast, I spoke with Ryan Telford, Head of Evidence-Based Research at MicroCapClub, where he breaks down why headline profitability and earnings beats can be misleading, and how investors should instead focus on quality of earnings—cash flow support, reinvestment discipline, and earnings stability—along with dilution risk as the true predictors of performance. We discuss the data showing how high-quality earners significantly outperform low-quality peers globally, why many profitable microcaps still underperform after strong quarters, and how looming equity raises can act as a hidden “tax” on shareholder returns. We mention a number of companies and sectors during this conversation, and I'm not a shareholder in any of them. Chapters: 00:00 Introduction to Microcap Investing and Research 03:46 Understanding Quality of Earnings in Microcaps 08:49 The Quality of Earnings Scorecard Explained 13:43 Analyzing Low vs. High Quality Earnings 18:34 Modernizing the Quality of Earnings Framework 23:38 Transitioning to Dilution Risk in Microcaps 27:39 Market Reactions and Equity-Debt Ratios 31:02 Dilution Trends in Micro Caps 32:14 Understanding Dilution Risk Scorecard 38:09 Correlation Between Earnings Quality and Dilution Risk 46:40 Returns Based on Dilution Risk 50:23 Indicators of Potential Dilution Risk For more information about MicroCapClub, please visit: https://microcapclub.com/ Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are holding up.Yet parts of software are trading as if AI is about to eliminate entire business models.Does that make sense?Chapters:00:00 Welcome + Disclaimer00:40 Software Selloff vs AI Boom02:20 Inflation Cooling: CPI, Break-evens, Rates03:55 Jobs & Wages: Stability vs AI Fears07:00 Zillow: Growth in a Flat Market08:10 Airbnb: Global Growth + AI Tailwinds08:45 The AI Scare Trade11:05 Bonds Calm, Stocks Volatile12:10 If AI Wins: Model Layer + Zoom's Anthropic Upside15:50 What Flips the Narrative: CapEx, Valuations, Retention, Buybacks19:05 Positioning: Earnings Up, Prices Down20:55 Closing: AI Expands Software, Not Shrinks ItWe cover macro signals, earnings from Zillow and Airbnb, headline-driven AI panic across industries, why credit markets look far calmer than equities, and the asymmetric upside in model-layer winners.AI is transformative. But transformation does not automatically mean extinction.When narrative and fundamentals diverge, opportunity can emerge.—Hosted by:Sean Emory — Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzQuestions: team@avoryco.comPodcast: Around the DeskYouTube: @AvoryCo—Disclaimer:This content is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Opinions expressed are as of the recording date and are subject to change. We may hold positions in companies discussed. Investing involves risk, including loss of principal. Please conduct your own research or consult a licensed financial advisor before making any investment decisions.© 2026 Avory & Co. All rights reserved.

This week in the business of podcasting: the political build of podcast audiences, public media's value in Minneapolis, Q4 earnings calls, and EU countries looking to ban kids from social media. Click here to visit the web version of today's issue with links to every single thing covered.

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Arista Networks (ANET) rallied after its earnings by showing strength Cisco (CSCO) did not the day before. Marley Kayden takes a look at the company tied to the AI infrastructure trade to see what's drawing investors to the stock. Dan Deming offers an example options trade for Arista Networks. ======== 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

Zach Warring and Mackenzie Peterson break down DraftKings (DKNG) earnings as prediction markets gain popularity. The stock fell over 10% after the report, despite record-breaking revenue. Mackenzie points out it missed on EPS and notes a flatter trend for long-term growth, saying it looks “choppy” from here. She argues seasonality is impacting results as well. Zach thinks management is “doing the right thing” by being conservative and calls this pullback a buying opportunity. They both discuss how prediction markets are impacting betting stocks and whether DraftKings will join that business.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss: - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment - Whether or not DataDog's usage-based business model is under threat as software companies see pullbacks across the board - Ferrari's attempt to reassure investors that it has growth left in it, even as its EV ambitions evolve Companies discussed: SPOT, DDOG, RACE Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu 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