Podcasts about Earnings

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly.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'll be discussing the changing equity market leadership.It's Tuesday, June 30th at 11:30am in New York.So, let's get after it.Something is happening in plain sight but still isn't fully appreciated by investors. The market's leadership is changing. And as usual, by the time everyone agrees that it's happening, the easier money will probably have already been made.Coming into this year, the primary differentiation to our view was that the economic and earnings outlook were much stronger than the consensus believed. That view was built around a few simple, but powerful ideas: easy comparisons after a three year rolling recession, lean cost structures, pent-up demand, fiscal support from capex incentives and tax cuts, deregulation for the banks, and a monetary backdrop that was increasingly supportive through the liquidity channel.Putting those together, the setup looked like a classic early cycle. Revenue growth returning on top of lean cost structures leads to strong operating leverage and well above trend earnings growth.Fast forward to today, and that's exactly what has happened. The median stock in the S&P 1500 is now growing earnings at a double-digit pace, the fastest since the post-COVID boom. Revenue growth has returned, with the median stock growing its top line by 7 percent. That is a rolling recovery showing up where many investors still aren't looking.For much of this year and particularly the past few months, most investors didn't want to hear that story. The Iran conflict pushed oil sharply higher. Rate-cut expectations turned into hike expectations. Faced with these headwinds, investors crowded back into the AI trade especially semiconductors and memory in particular. To be clear, the earnings revisions in semiconductors have been spectacular. The move wasn't irrational. But when something becomes the most owned, most loved, and most obvious area of the market, it becomes harder to surprise on the upside.That's where I think we are now. The hyperscalers have started to underperform, and that may be an early warning sign for semis, which are the key beneficiaries of the AI spending boom. Earnings revision breadth for semis is pressing against historical extremes. Again, this does not mean the AI cycle is over. But it does mean that the rate of change may be peaking, and when price momentum starts to fade in a crowded trade, it can lead to significant set-backs. It can also give other parts of the market room to breathe. In short, the broadening trade is back!The equal-weighted index and small caps are outperforming again. More importantly, the groups we have been recommending – Consumer Discretionary Goods, Transports, and Regional Banks – have already started to show relative strength over the past six weeks, even though positioning and sentiment remain neutral to negative. That's the kind of combination I like: better price action, improving earnings, and investors still skeptical.One reason I've been more constructive on the consumer than others is that I've also been more bearish on oil. That view was not dependent on a grand deal between the U.S. and Iran, although that obviously helps. The signals were already there. The Brent-WTI spread narrowed, and energy stocks began underperforming from the day the conflict started.The market was telling us something before the headlines confirmed it. And longer term, I think the conflict has put the world on notice: this choke point around the Strait of Hormuz must be solved. It's no longer a risk that the world is willing to tolerate. New routes, new supply, and new energy strategies are likely coming. Necessity is the mother of invention, and I would not underestimate the world's ability to adapt.A less problematic oil backdrop helps the broadening trade too. So does the Fed, at least on rates. The June FOMC meeting told us two things: forward guidance is going to be diminished, and the reaction function is now focused more squarely on inflation.My view is that falling energy prices, peaking tariff-related inflation, and contained services and housing inflation keep the Fed on hold rather than hiking this year. If that's right, lower than expected real rates could be a positive surprise for equities and another tailwind for the broadening of performance.The key variable to watch at this point is liquidity. This Fed is unlikely to be as proactive with balance sheet support, just as the real economy needs more capital for capex and the markets are dealing with more equity and credit supply. That's the near-term real risk, especially for popular momentum trades.Bottom line, the market may look choppy and even weak at the index level, over the next month, but the message underneath is improving. Earnings are broadening, oil is falling. The shift is already under way with crowded momentum trades wobbling, and the under-owned areas of the market starting to lead.Investors can either wait for it to become more certain – or position before it becomes obvious and fully priced.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!

Plus: Investors await today's PCE number - the Fed's preferred inflation gauge. And a new bipartisan coalition aimed at readying the American workforce for major AI-driven disruption is launching today. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Wapner and the Investment Committee discuss Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal explains why he's buying it here. Plus, Netflix hits a new 52-week low, it's our Call of the Day. The Committee debate how to trade the stock now. And later, Josh Brown spotlights Citizens Financial 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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss Micron's moment, counting down to the most critical earnings report since Nvidia. Calls of the Day include CrowdStrike, Ecolab, and the travel stocks. The desk debates the gold trade. Michael Santoli joins with his Midday Word. Oliver Renick has Options Action on the homebuilders from Cboe Global Markets.    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.

US President Trump reiterated that they are making a deal with Iran and will see how it goes. Though he pushed back on Iranian claims that there will be no IAEA inspectors at their nuclear facilities. Brent Aug'26 -0.8%.US Secretary of State Rubio said the Lebanon file is separate from the agreement with Iran and that the US will deal directly with the Lebanese government. He added that Iran will not able to charge tolls when a final deal is agreed upon.Israeli Ambassador to the US said Israel-Lebanon talks over the ceasefire are a "train wreck".APAC stocks traded mixed, whilst European equity futures are indicative of a slightly weaker open.DXY extends higher and trades towards 101.50, USD/JPY holds around 161.60.Looking ahead, highlights include German Ifo (Jun), Riksbank Minutes (Jun), BoC Minutes (Jun), Fed Bank Stress Test Report.Speakers including RBA's Hauser, BoE's Breeden & Dhingra, BoC's Rogers, ECB's Cipollone, Supply from UK, Italy, Germany & US, Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today, a huge vibe shift overnight as Korean memory stocks come unglued Tuesday, sending US equity market futures into a tailspin. Is this just a bit of retrenchment ahead of Micron's earnings Wednesday after the close or is the market at risk of a bigger air-pocket? Elsewhere, the US dollar is breaking higher, but with USDJPY not participating at the moment on fears of intervention after Bessent-Katayama call. Also, some follow up thoughts on climate after yesterday's super El Niño / AMOC collapse discussion and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Markets are digesting a global tech selloff as investors weigh whether the recent pullback in semiconductors and AI stocks is a healthy reset or the start of a broader correction. Plus, concerns around massive AI spending, SpaceX valuation risks and insider selling pressure are raising new questions about some of the market's hottest trades. Later, Micron earnings, FedEx results, and consumer spending trends could provide key signals on the strength of the economy and the next move for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After small caps gained and big tech eased to start the week, investors await more developments from peace talks and earnings later from FedEx. Micron results loom tomorrow. 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 his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. 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 seeschwab.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. 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. 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. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. 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. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The South Korean KOSPI fell 10%, caused in large part from SK Hynix and Samsung. Joe Mazzola says the selling action isn't calling valuations into question, but instead earnings and CapEx expectations as Mag 7 names ramp up the latter figure. He explains what to watch in markets Tuesday ahead of the opening bell. ======== 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

The earnings bar is high for FedEx (FDX) after Tuesday's closing bell, with Rick Ducat highlighting the stock's substantial rally since the start of 2026. He points out a "confluence point" that serves as significant support to watch if shares sell after the report. Rick then offers an example options trade in FedEx. ======== 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

Carnival (CCL) beat on EPS but missed on sales and guidance expectations in earnings. Sam Vadas outlines what the report signifies for the greater cruise line industry. It's a more mixed picture in the retail space after Target (TGT) hits the bullseye with an upgrade while Home Depot (HD) gets hit by a downgrade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ahead of FedEx (FDX) earnings, Christopher Davis highlights key metrics including express margins, cost savings, and potential market share shifts from UPS (UPS). He also breaks down the impact of the FedEx Freight spin-off on results and future positioning. Tom White discusses an options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Mixed US handover continued into APAC before performance deteriorated, KOSPI -5% as the regions chip/tech momentum unwinds.European futures point to a lower open, Euro Stoxx 50 -0.9%.Crude relatively contained after Monday's pressure. US President Trump said they are negotiating with Iran and will see how it goes.DXY firmer to the modest detriment of peers, Antipodeans lagged given the broader risk tone.Fixed benchmarks extended marginally on Monday's advance, though action was choppy and rangebound.Looking ahead, highlights include Global Flash PMIs (Jun), US ADP Employment Change Weekly, Richmond Fed Index (Jun), BCB Minutes (Jun), NBH Policy Announcement, Speakers including ECB's Lane, Elderson & Vujcic, BoE's Taylor & Dhingra, Supply from Netherlands, Germany & US, Earnings from FedEx. Note, Iranian President Pezeshkian is in Pakistan.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tech rout leads stocks lower; KOSPI declined c. 10%, which has weighed on the NQ -2.3%.Focus remains on the US-Iran situation; Brent Aug'26 -0.4%. The Lebanon-Israel situation appears to be flaring up, with recent fatalities reported in Lebanon by Israeli gunfire.USD attracts haven demand as tech sells off; Antipodeans underperform, GBP awaiting further Burnham/Chancellor updates.Fixed benefits from modest energy downside and traditional haven allure; PMI commentary points to a possible peak in price pressures.Looking ahead, highlights include Global Flash PMIs (Jun), US ADP Employment Change Weekly, Richmond Fed Index (Jun), BCB Minutes (Jun), NBH Policy Announcement, Speakers including ECB's Elderson & Vujcic, BoE's Taylor & Dhingra, Supply from the US, Earnings from FedEx. Note, Iranian President Pezeshkian is in Pakistan.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

LikeFolio's Landon Swan previews Carnival's (CCL) earnings, highlighting improving booking trends that contrast with softer demand at Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH). He notes Carnival's mass-market positioning, alongside new initiatives like shareholder rewards and the Celebration Key destination. Swan also flags an early dip in bookings versus prior years but maintains a cautiously bullish view on the company's turnaround trajectory.======== 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

"It's almost like there's two wars going on" and "both of them have to be controlled" for the Strait of Hormuz to fully reopen, argues Kevin Hincks. He points out that it's not just the U.S. and Iran conflict, but also Israel and Lebanon creating lasting geopolitical friction. On equity movers, Kevin has his sights set on Micron's (MU) earnings Wednesday as the stock rallies 300% so far in 2026. ======== 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

Today I play - would you rather? $BE or $MU? $GEV or Alpha Picks? Why $CIEN is an investment vs. a trade. Plus - if you listen to the podcast - you may hear just sales - but why it's so much more. Listeners are saying THANK YOU! ⁠Trendspider's Father's Day sale⁠⁠⁠ is now active with HUGE savings. CALL ME DADDY! Remember - any annual plan gets my 4 hour algorithm. ⁠⁠The Seeking Alpha Summer sale⁠⁠ continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Every part of your life has a rhythm, and your finances are no exception. On today's episode, “Just Like a Well‑Written Poem, Your Financial Life Has Its Own Rhythm," host Jacquette continues her exploration of the parallels between poetry and money. She shows how the same tools (meter, repetition, and pacing) poets use to shape meaning also show up in your money life. Your savings, investments, spending, earnings, pricing, etc., create a pattern...a beat. The real power lies in deciding whether that pattern is intentional or unrecognized and unwanted.Want More? Check Out:www.jacquettetimmons.comwww.jacquettetimmons.com/digital-productswww.instagram.com/jacquettemtimmonsBuyMeACoffee.com/JacquetteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AGENDA: 00:00 — SpaceX Completes the Largest IPO in History 03:45 — Elon Musk Adds a Warren Buffett Fortune in 24 Hours 20:45 — Anthropic's Claude Fable Launches Monday, Gets Banned by Thursday 25:00 — Washington Declares War on Frontier AI 39:00 — Europe's Sovereign AI Push Accelerates as Mistral Targets $20B 43:30 — Benchmark Admits Its Biggest Miss: Passing on the Model Labs 45:15 — Salesforce Buys Fin for $3.6B and Rewrites the SaaS Survival Playbook 1:02:00 — Adobe Beats, Raises, and Still Crashes as AI Fears Intensify 1:06:30 — Why Every Legacy SaaS Company Is Trapped in an AI Death Spiral 1:10:00 — The AI Acquisition Window Has Officially Closed 1:13:00 — Nvidia at 16x Earnings vs SaaS at 8x Cash Flow: Where Should Investors Be? 1:17:00 — The Great Rotation: Why Wall Street Is Abandoning Software for AI Infrastructure

Stocks are rallying as oil prices keep falling after the U.S.-Iran agreement, but investors are still trying to sort through a market shaped by Fed changes, Middle East uncertainty, and a massive wave of AI spending.Chuck Zodda and Mike Armstrong break down why lower oil and gas prices are helping calm markets, how renewed tanker traffic through Hormuz could reduce energy risks, and why volatility has not fully gone away. They also discuss the accounting catch behind the AI earnings boom, why depreciation and rising usage costs could pressure Big Tech over the next 18 months, how heavy capital spending makes this market more dependent on flawless execution, and why retail investors need to be careful with volatile IPOs and leveraged single-stock ETFs.

Diane King Hall discusses this morning's top moving stocks, starting with Accenture (ACN) opening at a nine-year low after earnings. She also points at Kroger (KR) falling to a 52-week low after missing multiple earnings metrics, and Intuit's (INTU) downgrade and price target cut by Stifel that cratered shares this morning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Its time for Last Call: What did Trae Young do? Did Terrible Time Timmy "Danhausen" curse Ernie Clement?

Video Game profits collapse, PC sales boom & The Next Gen battle begins in Japan These stories and many more on this episode of the VGNRTM! This episode we will look back at the biggest stories in and around the video game industry in November 1994.  As always, we'll mostly be using magazine cover dates, and those are of course always a bit behind the actual events. Alex Smith of They Create Worlds is our cohost.  Check out his podcast here: https://www.theycreateworlds.com/ and order his book here: https://www.theycreateworlds.com/book Get us on your mobile device: Android:  https://www.google.com/podcasts?feed=aHR0cHM6Ly92aWRlb2dhbWVuZXdzcm9vbXRpbWVtYWNoaW5lLmxpYnN5bi5jb20vcnNz iOS:      https://podcasts.apple.com/de/podcast/video-game-newsroom-time-machine And if you like what we are doing here at the podcast, don't forget to like us on your podcasting app of choice, YouTube, and/or support us on patreon! https://www.patreon.com/VGNRTM Send comments on Mastodon @videogamenewsroomtimemachine@oldbytes.space Or twitter @videogamenewsr2 Or Instagram https://www.instagram.com/vgnrtm Or videogamenewsroomtimemachine@gmail.com Or Discord https://discord.gg/mYdkBJe8 Links: If you don't see all the links, find them here: https://www.patreon.com/VGNRTM/posts/november-1994-161464050      7 Minutes in Heaven: Jazz Jackrabbit Video Version: https://youtu.be/IIom2LSch6w     https://www.mobygames.com/game/902/jazz-jackrabbit/ Corrections: Ethan's fine site The History of How We Play: https://thehistoryofhowweplay.wordpress.com/ November 1984 Ep - https://www.patreon.com/VGNRTM/posts/november-1984-157521521     Great Exhibition Digital Recreation - https://www.youtube.com/watch?v=9wNEgZDetNk     https://en.wikipedia.org/wiki/Nintendo_VS._System     Moondust 7 Minutes - https://youtu.be/jT3QzYpUEck?si=MbYsjB7cDptFfIBY      November 1994: Video Game Industry profits plummet          Sega Reports 47 Percent Drop in Earnings in Fiscal First Half, Associated Press Worldstream, November 11, 1994; Friday 07:03 Eastern Time, Section: Financial pages       SEGA PROFITS PLUNGE 43PC AS VIDEO GAME RIVALRY HOTS UP, The Guardian (London), November 12, 1994, Section: THE GUARDIAN HOME PAGE; Pg. 1, Byline: Nicholas Bannister In London And Kevin Rafferty In Tokyo     EDITORS:Associated Press Worldstream, November 21, 1994; Monday 07:13 Eastern Time, Section: Financial pages     KOEI LOWERS PROFIT ESTIMATES, Jiji Press Ticker Service, NOVEMBER 4, 1994, FRIDAY     NAMCO SUFFERS LOWER PROFITS IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 4, 1994, FRIDAY     KONAMI TO LOG 3.1-B.-YEN LOSS FOR FY '94, Jiji Press Ticker Service, NOVEMBER 9, 1994, WEDNESDAY          KONAMI SLIPS INTO RED IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 25, 1994, FRIDAY     CAPCOM SUFFERS SHARP DROPS IN PROFIT, SALES, Jiji Press Ticker Service, NOVEMBER 24, 1994, THURSDAY     Play Meter November 1994, pg. 22     TAKARA RETURNS TO BLACK IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 18, 1994, FRIDAY     T-HQ announces third-quarter results, s'ipment of the XBAND Video Game, Modem aNd new equity financing, Business Wire, November 14, 1994, Monday     SOFTWARE ETC. STORES, INC. REPORTS THIRD QUARTER RESULTS, PR Newswire, November 10, 1994, Thursday - 13:59 Eastern time, Section: Financial News Software Etc. and Babbage's to merge         SOFTWARE ETC. STORES, INC. REPORTS THIRD QUARTER RESULTS, PR Newswire, November 10, 1994, Thursday - 13:59 Eastern time, Section: Financial News Big money bets against Atari     CBS rich with takeover rumors, USA TODAY, November 7, 1994, Monday, FINAL EDITION, Section: MONEY; Dan Dorfman; Pg. 4B, Byline: Dan Dorfman     https://mdsass.com/our-team/     ATARI RESPONDS TO DAN DORFMAN ARTICLE IN USA TODAY, PR Newswire, November 8, 1994, Tuesday - 09:10 Eastern Time     Atari stock plummets,The Financial Post (Toronto, Canada), November 8, 1994, Tuesday,DAILY EDITION, Section: SECTION 1, NEWS; Pg. 14; APPOINTMENT NOTICE, Byline: Bloomberg     ATARI CORP. ANNOUNCES THIRD QUARTER AND NINE MONTHS 1994 RESULTS, PR Newswire, November 14, 1994, Monday - 05:59 Eastern Time, Section: Financial News     COMPANY NEWS; ATARI STOCK RISES AS DEAL WITH SEGA IS COMPLETED, The New York Times, November 17, 1994, Thursday, Late Edition - Final, Distribution: Financial Desk , Section: Section D; ; Section D;  Page 4;  Column 1;  Financial Desk ; Column 1;  Siliwood deals abound!     Activision, Henson in Multimedia Muppets Deal, Ad Day, November 7, 1994, Section: NEWS ROUNDUP; Pg. 12         Move over, nerds - Hollywood's here, The Age (Melbourne, Australia), November 15, 1994 Tuesday, Late Edition, Section: COMPUTERS; Frontier Media; Pg. 43     https://archive.org/details/electronic-games-1994-11z Baby Bells form Multimedia Colossus         3 BABY BELLS FORM MULTIMEDIA COLOSSUS 1994, Reuters News Service, St. Louis Post-Dispatch (Missouri), November 1, 1994, TUESDAY, FIVE STAR Edition, Section: BUSINESS; Pg. 6C    TELEPHONE FIRMS AIM AT CABLE BELL ATLANTIC AND TWO OTHER, BABY BELLS PLAN A MULTIMEDIA VENTURE. , USERS COULD ORDER, VIDEOS.The Philadelphia Inquirer, November 1, 1994 Tuesday FINAL EDITION, Section: BUSINESS; Pg. C01         Info highway dream team / Ovitz wants Hollywood on high-tech map, USA TODAY, November 1, 1994, Tuesday, FINAL EDITION, Section: MONEY; Pg. 1B; Cover Stor      William Morris goes Interactive     William Morris Courts Agencies, ADWEEK, November 14, 1994, Western Edition, Byline: By Cathy Taylor Siemens gets into settop boxes    2 Companies Join Siemens In Video Plan, The New York Times, November 8, 1994, Tuesday, Late Edition - Final, Distribution: Financial Desk, Section: Section D; ; Section D; Page 5; Column 1; Financial Desk ; Column 1;Byline: By Bloomberg Business News     Intel, Backed On ITV, Sails For CablePort, Electronic Buyers News, November 28, 1994, Business and Industry, Section: Pg. 3; ISSN: 0164-6362, Byline: Jonathan Cassell TCI buys into Acclaim     TCI AND ACCLAIM FORM PARTNERSHIP FOR INTERACTIVE, ENTERTAINMENT SOFTWARE, M2 PRESSWIRE, November 4, 1994 TeleWest goes public         Time is right to float, says TeleWest, The Herald (Glasgow), November 8, 1994, Section: Pg. 25, Byline: Nicola Reeves BCE Holdings to buy Rage and Software Creations     NEW GAME PLAN AT £25M BCE, Daily Mail (London), November 2, 1994, Section: Pg. 65           BCE HOLDINGS TO BUY SOFTWARE CREATIONS (HOLDINGS): 2, Extel Examiner, November 1, 1994, Tuesday - 03:04 Eastern Time, Section: Company News; Takeovers and Acquisitions           COMPUTER GAMES MERGER GOES TO EUROPEAN LEVEL, The Guardian (London), November 5, 1994, Section: THE GUARDIAN CITY PAGE; Pg. 38, Byline: Jim Levi     Consoled by a £10m fortune, Mail on Sunday (London), November 6, 1994, Section: Pg. 5, Byline: Jason Nisse     Computer games 'set for surge in sales', The Times, November 9, 1994, Wednesday, Section: Business, Byline: By Neil Bennett Warner buys Renegade     Amiga Games, November 1994, pg. 34         https://en.wikipedia.org/wiki/Renegade_Software Mindscape to buy Atreid Concept     L'editeur Mindscape rachete Atreid Concept, Echos, November 19, 1994             https://www.mobygames.com/company/661/kalisto-entertainment-sa/      Video game ratings system still a thorn in coinop's side     Play Meter, November 1994, pg. 20     https://arcade.fandom.com/wiki/Parental_Advisory_System Sega goes big with VR-1     Japanese take virtual reality for a ride; Sega has combined fairground rides, with hi-tech wizardry, writes Arnold Redhead, The Independent (London), November 21, 1994, Monday, Section: NETWORK PAGE; Page 25, Byline: ARNOLD REDHEAD          https://en.wikipedia.org/wiki/VR-1        https://www.youtube.com/watch?v=L_rf9FiwBUk Japanese Next Gen Holiday Lineup Set     Video-game makers out to zap 32-bit rivals, Nikkei Weekly, November 7, 1994, Business and Industry, Section: Pg. 9; Vol. 32;     Multimedia video game wars begin, The Daily Yomiuri, November 8, 1994, Tuesday, Byline: Terumitsu Otsu; Daily Yomiuri Staff Writer     Nintendo's super 'game boy' from Dundee, The Scotsman, November 16, 1994, Wednesday, Section: Pg. 32          NINTENDO, U.S. FIRM TO DEVELOP 3-D SOFTWARE, Jiji Press Ticker Service, NOVEMBER 22, 1994, TUESDAY            https://nintendo.fandom.com/wiki/Paradigm_Entertainment Saturn release date set     INDUSTRY TREND: CONSUMER ELECTRONICS FIRMS JOIN VIDEO GAME, ORGY, Jiji Press Ticker Service, NOVEMBER 18, 1994, FRIDAY          New Video Machines Battle For Supremacy, The Associated Press, November 30, 1994, Wednesday, AM cycle, Section: Business News, Byline: By BRAVEN SMILLIE, Matsushita announces next gen system for 1995     Matsushita likely to market 64-bit game machines in '95, Japan Economic Newswire, NOVEMBER 15, 1994, TUESDAY      Matsushita and IBM team up     Matsushita, IBM in multimedia project, United Press International, November 20, 1994, Sunday, BC cycle        https://en.wikipedia.org/wiki/Panasonic_M2#Technical_specifications 3DO announces massive loss     Video Game Maker 3DO Reports $ 12.8 Million Second-Quarter Loss, The Associated Press, November 4, 1994, Friday, BC cycle          (THDO) 3DO announces second quarter financial results, Business Wire, November 4, 1994, Friday Goldstar launches 3DO in USA         Goldstar Co, Wall Street Journal (3 Star, Eastern (Princeton, NJ) Edition), November 8, 1994, Business and Industry, Section: Pg. B4; Vol. 224; No. 91; ISSN: 0099-9660 Creative to launch 3DO Blaster    Unveiling the latest in computer magic / Film and fun: Morphing and more, USA TODAY, November 17, 1994, Thursday, FINAL EDITION, Section: LIFE; Pg. 4D     3DO Blaster Video - Retro Collective - https://youtu.be/qaHAuGmN3Tk?si=OHf5v3Z9vfJ3RZfl Nintendo launches massive DKC blitz     https://youtu.be/SbHL8-XkXMA?si=d3GNpw2n57mTQBuL       https://youtu.be/OGqUF02zVt4?si=XFO_2LUnM157ayC5        Burnett Seeks to Make Donkey Kong King, AdWeek Midwest; AdWeek, November 21, 1994, Business and Industry, Section: Pg. 2; Vol. XXXV; No. 47;           Yen and old product cause slide in Nintendo profits, The Financial Post (Toronto, Canada), November 22, 1994, Tuesday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 15; APPOINTMENT NOTICE           Video Games Showdown: Will Sega Zap Nintendo?, Christian Science Monitor 8Boston, MA), November 28, 1994, Monday, Section: ECONOMY; Pg. 4, Byline: Mark Trumbull, Staff writer of The Christian Science Monitor     Nation Goes Ape For Donkey Kong Country; Runaway Sales for Hit Video, Game Exceed Box Office Gross for Current Number One Movie, Business Wire, November 30, 1994, Wednesda Atari to spend big in Europe     Atari Tackles Games Giants In Pounds 5m Spend, Marketing, November 10, 1994 Jaguar launches in Japan     Atari's Jaguar Enters Japanese Retail Markets 11/22/94, Newsbytes News Network, November 22, 1994     https://forums.atariage.com/topic/330871-the-japanese-atari-jaguar/ Sony announces Liverpool dev centre     SONY CREATES 250 NEW JOBS FOR MERSEYSIDE, Press Association, November 7, 1994, Monday          SONY ELECTRONIC INVESTMENT IN, The Guardian (London), November 8, 1994, Section: THE GUARDIAN CITY PAGE; Pg. 14, Byline: Martyn Halsall, Northern          SONY TO SET UP U.K. GAME SOFTWARE CENTER, Jiji Press Ticker Service, NOVEMBER 8, 1994, TUESDAY        JAPANESE GIANT TO MAKE GAMES AND 250 JOBS ON MERSEYSIDE, M2 PRESSWIRE, November 28, 1994 Nintendo signs Russian Distribution deal     Russia: Nintendo has selected Steepler as an exclusive distributor of Nintendo video games., Kommersant, November 1, 1994          https://bootleggames.fandom.com/wiki/Steepler_Ltd.#1994:_Dendy:_The_New_Reality,_partnership_with_Nintendo          https://en.wikipedia.org/wiki/Dendy           Mortal Kombat 2 launch is massive     Mortal moral: Gore sells, money yells,  Computer Retail Week, November 14, 1994, Business and Industry, Section: Pg. 116; Vol. 4;     Ad budget Rises    Ad/Media Bulletin: Computer games ad push targets grown-ups, Marketing, November 17, 1994 Movie tie-ins getting tighter         (SNAPSHOT), The Age (Melbourne, Australia), November 12, 1994 Saturday, Late Edition, Section: SATURDAY EXTRA; SNAPSHOT; Pg. 15     Another Big U.S. Deal Turns Sour for Japanese Firm, Associated Press Worldstream, November 18, 1994; Friday 06:09 Eastern Time, Section: International news, Byline: PETER LANDERS           Hard lessons from Sony's software underbelly, The Independent (London), November 18, 1994, Friday, Section: BUSINESS & CITY PAGE; Page 34, Byline: HAMISH McRAE     Leisure Concepts reports third quarter, nine-month results, Business Wire, November 14, 1994, Monday             https://en.wikipedia.org/wiki/GoldenEye        https://en.wikipedia.org/wiki/GoldenEye_007  Nintendo premiers VirtualBoy     Nintendo Unveils Virtual Reality Game, The Associated Press , November 14, 1994, Monday, AM cycle, Section: Business News          https://www.linkedin.com/in/kerry-ganofsky-15873/     Nintendo announces investment in Reflection Technology Inc.; home video game leader also acquires exclusive worldwide license for proprietary LED, display technology, Business Wire, November 14, 1994, Monday     VIRTUALITY PLAYS DOWN IMPACT OF RIVAL NINTENDO PRODUCT, Extel Examiner,November 16, 1994, Wednesday - 07:16 Eastern Time, Section: Company News; Other     https://en.wikipedia.org/wiki/Virtual_Boy      PC sales boom     Spurred by many factors, home PC sales are soaring, Star Tribune (Minneapolis, MN), November 10, 1994, Metro Edition, Section: Special; Pg. 2S, Byline: Steve Alexander; Staff Writer Bandai and Apple team up for children's PC     BANDAI, APPLE TO JOINTLY DEVELOP PC FOR CHILDREN, Jiji Press Ticker Service, NOVEMBER 10, 1994, THURSDAY       https://en.wikipedia.org/wiki/Apple_Pippin     Apple sets sights on video games, The Financial Post (Toronto, Canada), November 11, 1994, Friday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 5; COLUMN Apple to sell MacOS at retail     MICROFILE, The Guardian (London), November 17, 1994, Section: THE GUARDIAN ONLINE PAGE; Pg. 7     https://www.youtube.com/watch?v=8v4BaWwoyA0 Commodore Sale delayed... AGAIN!     DELAY IN THE SALE OF COMMODORE CREATES ANXIETY A LONG WAIT COULD KILL PROSPECTS FOR THE FIRM'S AMIGA COMPUTERS. AT LEAST, THAT'S WHAT ITS ADHERENTS SAY., The Philadelphia Inquirer, November 7, 1994 Monday FINAL EDITION, Section: PHILADELPHIA BUSINESS; Pg. G01, byline: Dan Stets,     Amiga Games, November 1994, pg. 19 Australia funds multimedia development         Multimedia funding is welcome news, The Age (Melbourne, Australia), November 1, 1994 Tuesday, Late Edition, Section: COMPUTERS; Frontier Media; Pg. 34 Korea invests in games     Korea Makes Huge Game Industry Investment, Newsbytes, November 21, 1994, Monday Looking Glass goes VC     LOOKINGGLASS RECEIVES $3.8 MILLION IN VENTURE CAPITAL FROM INSTITUTIONAL VENTURE PARTNERS, MATRIX PARTNERS, PR Newswire, November 21, 1994, Monday - 14:24 Eastern Time, Section: Entertainment, Television, and Culture     PC Player November 1994, pg. 17 Humongous bets on hand drawn art     "FREDDI FISH AND THE CASE OF THE MISSING KELP SEEDS(TM) SWIMS INTO STORES,PR Newswire, November 7, 1994, Monday - 12:52 Eastern Time" Staples stocks games     Office Superstores Emphasize 'Play" with Software, Discount Store News, November 7, 1994, Business and Industry, Section: Pg. S4; Vol. 33; No. 21; ISSN: 0012-3587 Amstrad targets direct market     Marketing Technique: Key movers - Publishers are still paying mega bucks for titles on mega bytes. So why does computer publishing continue to thrive, asks Michael Kavanagh, Marketing, November 24, 1994, Byline: By MICHAEL KAVANAGH IBM moves to online software distribution     IBM to beam up satellite-based software delivery, Network World, November 7, 1994, Section: TOP NEWS; Pg. 10, Byline: Michael Cooney IBM introduces multilevel disc     IBM's multilevel optical disk named "Best of What's New", Business Wire, November 9, 1994, Wednesday        https://research.ibm.com/publications/multilevel-volumetric-optical-storage AT&T buys Imagination network     AT&T buys interactive computer games unit, Financial Times (London,England), November 16, 1994, Wednesday, Section: International Company News; Pg. 34, Byline: By LOUISE KEHOE and REUTER      Xband launches     PERSONAL TECHNOLOGY New video game service for kids ready to come on line Thursday, The Atlanta Journal and Constitution, November 13, 1994, Sunday, Section: BUSINESS; Section R; Page 3, Byline: By Kris Jensen STAFF WRITER Sega Channel to get nationwide rollout     Sega Channel test a success -- service prepares for national rollout in December; Final test results far exceed expectations, Business Wire, November 30, 1994, Wednesday Jaguar to go online     CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 Sega goes online     Sega goes on-line with CompuServe & World Wide Web; real-time conferences, video clips, contests, chat rooms all part of new interactive, services for Sega fans, Business Wire, November 2, 1994, Wednesday     "CHRYSLER CD-ROMS GROOVE TO GENERATION X; TREKKING TO THE INTERNET; ONLINE VIDEOGAME NETWORK BOWS; AOL BOOSTS INTERNET STRATEGY; OTHER NEWS: Advertising Age, November 14, 1994, Section: Pg. 22" Mosaic Communications changes name to Netscape     CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 AOL goes shopping     "CHRYSLER CD-ROMS GROOVE TO GENERATION X; TREKKING TO THE INTERNET; ONLINE VIDEOGAME NETWORK BOWS; AOL BOOSTS INTERNET STRATEGY; OTHER NEWS: Advertising Age, November 14, 1994, Section: Pg. 22" CUC buys netMarket     CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 Paul Allen invests in Cnet     Vulcan gets C/NET, The Financial Post (Toronto, Canada), November 4, 1994, Friday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 47, Business Briefs; CORRECTION Bill Gates touts information future at Comdex     https://youtu.be/7fJWMsgxzvA?si=VzEkgqkFwbDHUzRz         Microsoft chief sees new era in computing, St. Petersburg Times (Florida), November 21, 1994, Monday, City Edition, Times Publishing Company, Section: BUSINESS; TECHNOLOGY; TECH TALK; Pg. 8; DIGEST, Byline: DAVE GUSSOW Publishing     Pearson Buys Future     PEARSON ACQUIRES FUTURE PUBLISHING, M2 PRESSWIRE, November 28, 1994 Street Fighter the RPG     Play Meter November 1994, pg. 170      Fighter History suit settled     Computer game makers settle copyright dispute, Japan Economic Newswire, NOVEMBER 1, 1994, TUESDAY     https://en.wikipedia.org/wiki/Data_East_USA,_Inc._v._Epyx,_Inc.     https://en.wikipedia.org/wiki/Capcom_U.S.A._Inc._v._Data_East_Corp.      Nintendo wins again     NINTENDO WINS THIRD SUMMARY JUDGMENT THIS YEAR IN PATENT INFRINGEMENT CASE, PR Newswire, November 30, 1994, Wednesday - 14:45 Eastern Time, Section: Financial News GATT changes coming     BAN ON CD, GAMES HIRE, The Sydney Morning Herald, November 20, 1994 Sunday, Late Edition, Section: BUSINESS; Pg. 58, Byline: BRUCE JONES          VOTES IN FAVOR OF GATT, Congressional Press Releases, November 29, 1994, Tuesday, Section: PRESS RELEASE, Byline: STEPHEN HORN     https://en.wikipedia.org/wiki/General_Agreement_on_Tariffs_and_Trade US Government to fund Software Protection Efforts in China         Business Report ON TECHNOLOGY China shines as new market, The Atlanta Journal and Constitution, November 2, 1994, Wednesday, Section: BUSINESS; Section G; Page 2, Byline: By Bill Husted Cyber crime booming     Crimes of the 'Net', Newsweek, November 14, 1994 , UNITED STATES EDITION, Section: BUSINESS; Software; Pg. 46 Internet Cafe profiled    Are You Ready For The Future?, The Sunday Times (London), November 20, 1994, Sunday, Section: Features, Byline: Christopher Lloyd Hate moves online     Report Assesses Extremist Groups in Europe, Associated Press Worldstream, November 15, 1994; Tuesday 10:34 Eastern Time, Section: International news, Byline: MARILYN AUGUST      Cybermania 94 awards     Interactivities, Playback, November 07, 1994, Section: Pg.9, Byline: Pamela David Lego awards video game resistance     Lego awards annual prize for services to children, Agence France Presse -- English, November 15, 1994 11:14 Eastern Time, Section: International news CNN visits Brittannia Manor     Haunted House Owner Goes All Out to Create Hell at Home, CNN NEWS 3:14 am ET, November 1, 1994 VR goes Dental     "https://vrarwiki.com/wiki/Virtual_i-O_i-glasses!   Dentist's drill or a 3D thrill The Age (Melbourne, Australia), November 8, 1994 Tuesday, Late Edition, Section: COMPUTERS; Pg. 50, Byline: Alan Sayre" Casio debuts digital camera     New still camera puts your memories on silicon chips, The Vancouver Sun (British Columbia), November 17, 1994, Thursday, FINAL EDITION, Section: BUSINESS; Pg. D4      Interview with game translator     PC Joker, pg. 61 William A. Higinbotham has passed     William A. Higinbotham, 84; Helped Build First Atomic Bomb, The New York Times, November 15, 1994, Tuesday, Late Edition - Final, Distribution: National Desk , Section: Section D; ; Section D;  Page 29;  Column 5;  National Desk ; Column 5; ; Obituary (Obit); Biography, Byline: William A. Higinbotham      https://en.wikipedia.org/wiki/William_Higinbotham       https://archive.org/details/sim_creative-computing_1982-10_8_10/page/190/mode/1up  Recommended Links: The History of How We Play: https://thehistoryofhowweplay.wordpress.com/ Gaming Alexandria: https://www.gamingalexandria.com/wp/ They Create Worlds: https://tcwpodcast.podbean.com/ Digital Antiquarian: https://www.filfre.net/ The Arcade Blogger: https://arcadeblogger.com/ Retro Asylum: http://retroasylum.com/category/all-posts/ Retro Game Squad: http://retrogamesquad.libsyn.com/ Playthrough Podcast: https://playthroughpod.com/ Retromags.com: https://www.retromags.com/ Games That Weren't - https://www.gamesthatwerent.com/ Sound Effects by Ethan Johnson of History of How We Play. Copyright Karl Kuras

Major indexes have risen on strong earnings from large technology companies, with Nvidia, Microsoft, Apple, Alphabet, and Meta driving sentiment. Gains are concentrated, and valuations are sensitive to Federal Reserve policy, persistent inflation, and elevated Treasury yields. Some profit improvement reflects cost controls and buybacks, including Apple's $110 billion authorization in 2024. IPO activity has returned selectively, with Arm, Instacart, Klaviyo, and Reddit listing under tighter valuation discipline. Debt remains more expensive than in 2021, affecting runway, M&A, and secondary sales. Investors are rewarding efficient growth, strong retention, fast CAC payback, and free cash flow, while budgets favor AI, data platforms, and security.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, we discuss how financial due diligence is different from your regular compliance bookkeeping and how to clean up your books to secure the highest possible purchase price. You'll discover how simple accounting mistakes can destroy trust with buyers, lead to sudden price reductions, and even kill a deal. View the complete show notes for this episode. Want To Learn More?  The Role of Accountants When Selling Your Business M&A Due Diligence Preparation Quality of Earnings in M&A – The Ultimate Guide Additional Resources Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Marley Kayden discusses financials leading the market higher while investors digested the Federal Reserve's decision to keep interest rates unchanged. Meanwhile, CarMax (KMX) slid after earnings and Netflix (NFLX) denied reports of interest in acquiring Lionsgate.======== 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

At the opening bell, Diane King Hall discusses this morning's top moving stocks in companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) receiving price targets hikes from Citigroup. She also highlights earnings movers in Jabil's (JBL) earnings beat and La-Z-Boy (LZB) raising guidance as U.S. consumers show strength. ======== 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

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.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: Possible opportunities to look out for in the equity correction over the past few weeks.It's Monday, June 15th at 1:30pm in New York. So, let's get after it.Sometimes the market changes direction or leadership not because the story has broken. Instead, it just needs to digest how quickly the story has evolved. Over the past few weeks, equities had their biggest correction since the important bottom in March. I don't view this as the end of the bull market though. I view it as a pause after an unsustainable acceleration in two key factors driving stocks higher this year: earnings revisions and liquidity. In my view, the market wasn't questioning the earnings bull market as much as it is questioning the speed at which earnings have been revised higher. These revisions have been particularly strong in leading sectors like semiconductors, which also corrected the most. When earnings revisions breadth gets north of 70 percent, it's reasonable to ask whether the second derivative is about to slow. That doesn't mean earnings estimates are going down. Instead, it means the rate of improvement is probably peaking, and in markets, it's always about the second derivative in growth. Such decelerations create corrections, not crashes. That distinction is important. Earnings revisions breadth may pause or roll over from extreme levels, but the next twelve-month earnings estimates are still likely to rise as we move through the year and roll forward toward 2027 numbers. That's why I remain convicted in our year-end S&P 500 target of 8000, even if the next few weeks remain choppy. Markets can correct while the earnings story remains intact. In fact, that's often exactly how healthy bull markets reset.The second part of this adjustment is liquidity. Earlier this year, liquidity was flowing strongly through the system as a means of regaining financial stability. Between the Fed's Reserve Management Program, reduced bank capital requirements, and Treasury buybacks, more than half a trillion dollars of liquidity was effectively added. But that pace is now slowing. The Reserve Management Program has fallen from roughly $40 billion a month in April to about $10 billion today; while Treasury buybacks have also slowed from the March and April highs. This rate of change slowdown matters at the margin, especially for crowded momentum trades that have been supported by abundant liquidity. Take note of these corrections in momentum because they often bring a change in leadership and that's the real opportunity. We've already seen a few leadership rotations this year – from precious and base metals, to rare earths, to energy and finally to semiconductors. Now I think the market may be ready to broaden again, much like it did late last year and in the first six weeks of this year.Importantly, our preferred sectors of Consumer Discretionary Goods, Transports, and Regional Banks are all up more than 10 percent over the past month while the S&P 500 was down modestly. Yet, sentiment toward these areas is still muted. That's exactly the kind of setup I like: improving fundamentals, better relative price action, and investors still skeptical.Another piece that should help this broadening. Macro variables that have been holding lower quality cyclicals back include interest rates, crude, and the dollar – they may all now be peaking. That fits nicely with the announced deal to reopen the Straits of Hormuz last night. If oil pressure eases and the bond market walks back the Fed hike it is currently pricing, interest rate sensitive groups should have room to extend their recent outperformance. Finally this week's Fed meeting matters too because it's Kevin Warsh's first as the Chair. I'll be watching less for the rate decision itself and more for how the bond market reacts. The key markers are still the same for me: 4.5 percent on the 10-year, while bond volatility and funding market stress need to remain calm. If the Iran deal holds, I think the Fed can lean less hawkish on rates – but I don't expect a proactive pivot to add more liquidity.Bottom line, markets have been digesting the peak rate of change in growth acceleration and liquidity. But that's far from the end of the cycle. The earnings driven bull market remains intact, but the leadership may be changing. As usual, the best opportunities may be hiding in the places investors don't believe in, yet.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!

Ann Berry is joined by Kevin Rubin, CFO of Zscaler, to discuss how the company's zero trust model protects nearly half of the Fortune 500, what frontier AI models revealed about cybersecurity vulnerabilities and whether the software selloff is missing the bigger picture. 00:00 Kevin Rubin, CFO of Zscaler, Joins01:19 What Zscaler does: zero trust cybersecurity explained02:08 Castle and moat vs. doomsday bunker: the zero trust architecture04:34 Zscaler's customer base05:56 Project Glasswing: partnering with Anthropic on vulnerability research06:35 How frontier AI models find security vulnerabilities at machine speed09:03 Why Zscaler's stock is down 40% despite AI partnerships11:32 Ad break: KeyBank12:17 Using AI internally14:18 International expansion16:46 M&A strategy18:42 Acquisition multiples and the AI premium19:27 How Zscaler evaluates ROI on acquisitions20:45 Earnings results22:50 The war for enterprise sales talent24:36 Capital allocation25:25 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $ZS Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachel and Cale are back with more pinball talk• Earnings report for May• How do we set pinball replay scores• How do you deal with all of these new machine releases• Has Rachel thought of creating art for a pinball machine And much, much more!Get free shipping on your Marco Specialties orders over $150 with code EBA150 at checkoutFollow this crazy adventure on our social channelsInstagram: https://www.instagram.com/electricbatarcadeFacebook: https://www.facebook.com/electricbatarcadeDiscord: https://discord.gg/jEvkYKMbhs 

Trendspider's Father's Day sale starts tomorrow. Remember - any annual plan gets my 4 hour algorithm. The Seeking Alpha Summer sale continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. ⁠⁠⁠⁠⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠⁠⁠⁠⁠

Welcome to Printing Money Episode 39, (or, “The one where they all went to market”). It's that quarterly time, so Troy Jensen (Managing Director, Cantor Fitzgerald) joins Danny for a review and analysis of the Q1 2026 public 3DP/AM company earnings. Episode 39 opens with a nod to the recent spate of positive financings and M&A outcomes for 3DP/AM companies. Danny and Troy review the reasons for this, but they are sure to curb their enthusiasm as a mega-IPO cycle is imminent which could dry up liquidity for smaller players such as…all 3DP/AM companies! Next, to the heart of things. Danny and Troy analyze the Q1 2026 reports for Stratasys (SSYS), 3D Systems (DDD), Velo3D (VELO), Materialise (MTLS), Xometry (XMTR) and Protolabs (PRLB). Included in the analysis is coverage of many of these firms' significant financings or transactions. Tune in for analysis of Stratasys' Markforged acquisition, 3D Systems' cash raise, Velo's cash raise, Xometry's cash raise, Materialise's stock buyback,  and more. The public markets 3DP/AM players are in a better place, with stronger balance sheets and increased optionality. Good times may indeed be ahead, but smart Additive Manufacturing Strategies will be needed to execute properly and deliver value. Please enjoy Episode 39 and check out our previous episodes too. This episode was recorded June 9, 2026. Timestamps: 00:13 – Welcome to Episode 39, and welcome back to Troy Jensen (Cantor Fitzgerald) 00:46 – Healthy 3DP/AM M&A and Financings are back 01:55 – Troy's general perspective on recent 3DP/AM deals 03:00 – Strike while the iron is hot 03:42 – SpaceX vacuum? (and Anthropic, and OpenAI) What these mega-IPOs mean for 3DP/AM companies in H2 2026 06:15 – Stratasys (SSYS) Q1 2025 earnings and Markforged acquisition analysis 12:44 – Can Stratasys unlock Markforged value with in-house IP from Arevo and 9T Labs? 14:47 – 3D Systems (DDD) Q1 2026 earnings and $50M secondary analysis 19:52 – Velo3D (VELO) Q1 2026 earnings, $50M secondary, and $100M ATM analysis 25:52 – Materialise (MTLS) Q1 2026 earnings, stock buyback, and spinouts analysis 32:43 – Xometry (XMTR) and Protolabs (PRLB) surging on Q1 2026 earnings; XMTR $225M secondary 35:29 – Good times ahead?  Strong balance sheets auger a need for smart additive manufacturing strategies 36:55 – Thanks very much to Troy for joining, and thanks very much to you for listening! 37:21 – Disclaimer Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.

Americana Partners LLC Market Commentary is a financial podcast for investors, clients, and market-focused listeners who want clear perspective on the economy, investing, and portfolio strategy. Hosted by Melissa Giles and based on the market views and special reports of David M. Darst, Chief Investment Officer at Americana Partners, the show breaks down monthly market commentary, economic conditions, investment strategy, asset allocation themes, and the forces shaping today's financial markets. Each episode is designed to help listeners better understand market trends, long-term investing, and how to think clearly in changing environments. If you are looking for a smart, approachable source for market updates, economic outlook, wealth management insight, portfolio positioning, and investment commentary, subscribe to stay informed with timely perspectives from Americana Partners.   Join Our Distribution List – For a full copy of our report. 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All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. 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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*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 ⁠⁠Kilpatrick, a leading global law firm with a dedicated search fund team that works with searchers from inception, to acquisition, to exit⁠⁠.*⁠⁠⁠⁠⁠Click Here to Subscribe to the In The Trenches YouTube Channel⁠⁠⁠⁠⁠*Link to a related blog post: How to Know When it's Time to Stop*One of the most challenging aspects of leadership is navigating the seemingly endless collection of tensions and trade-offs that exist within any organization. These situations are difficult precisely because they rarely involve a choice between something that is clearly right and something that is clearly wrong. More often, leaders find themselves choosing between two priorities that are both important, both defensible, and both worthy of attention. In these situations, not only must leaders determine where to allocate resources, but they must also manage the internal tensions that frequently emerge when different people, teams, or departments become closely aligned with one side of the trade-off or the other. Throughout my tenure as a CEO, I repeatedly encountered situations like these. This week, we explore seven specific examples of these leadership trade-offs, and why I believe they are among the most difficult decisions that leaders are asked to make.

The “One Big, Beautiful Bill” contains a provision eliminating federal loan availability for programs in which past graduates had early career earnings that fall below a designated threshold. In this episode, Debbie Furlong joins us to discuss the statistical measures used to determine federal loan eligibility.  Debbie has served for over 30 years doing applied higher education policy analysis at public comprehensive universities, most recently as the Director of Institutional Research at SUNY Oswego. Prior to her arrival at Oswego, she worked and taught at the University of Wisconsin at Green Bay, St. Norbert College in Wisconsin, and the American University in Washington, DC, where she had completed her PhD degree in international relations. A transcript of this episode and show notes may be found at http://teaforteaching.com.

Shares of Oracle (ORCL) are up over 15% year-over-year but still down 40% from last year's all-time high. Rick Ducat does point out what he calls a "fast resurgence" in momentum as the company readies to report earnings after Wednesday's close. Rick Ducat later highlights an example options trade for Oracle. ======== 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 talks about this morning's top moving stock at the opening bell pointing to Chewy (CHWY), initially higher after earnings but now facing pressure. She also highlights UBS upgrading Cava (CAVA), and RBC's downgrade on Nike (NKE). ======== 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

Ted Thatcher explains what he'll watch for in Oracle (ORCL) earnings after Wednesday's closing bell. He calls Oracle the “forgotten hyperscaler” as it expands data center and cloud capabilities. Ted says analysts are predicting Oracle to come in at or above expectations as he expresses his own bullish takes on the company. Tom White walks us through an example options trade for the 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

Oracle (ORCL) announced record fourth quarter earnings beating analysts' predictions. TSMC (TSM) fell today although the company's revenue was up, and Super Micro (SMCI) took a massive tumble coming in as the S&P 500's (SPX) worst performer.======== 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

Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projections for this year continue to climb.See omnystudio.com/listener for privacy information.

The AI boom is still driving investor enthusiasm, but the question is whether today's earnings growth can justify historically high valuations and whether the companies spending billions on AI infrastructure will be the ones that ultimately benefit.Mike Armstrong and Marc Fandetti break down why earnings have helped support the market, why valuations remain stretched by historical standards, and how AI-related fundraising and data center spending could ripple through bonds, labor markets, and inflation. They also discuss Robert Half's latest survey on AI in the workplace, why some companies are rehiring roles they cut too quickly, how oil prices are responding to signs of increased Hormuz traffic, and why Meta is launching a workforce academy to train electricians, HVAC technicians, and other workers needed for the data center buildout.

Casey's (CASY) hit an all-time high a month ago, though shares pulled back over 15% as the company readies to report earnings after Tuesday's closing bell. Rick Ducat helps investors digest the price action by looking at key support and resistance trends in the chart. He also serves an example options trade for Casey'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

LikeFolio's Landon Swan previews Casey's General Stores (CASY) earnings, noting strong underlying demand despite headwinds from rising gas prices and electric vehicle adoption that could weigh on store traffic. He also flags margin pressure from higher labor and unit-level costs. While bullish on the results, Swan cautions the stock's reaction could mirror Dollar General's (DG) post-earnings pullback.======== 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

Through his interactions with businesses, Cory Johnson says the conversations are all about supply instead of costs, emphasizing the desire to expand AI compute. He urges investors to pay attention to how hyperscalers and other Big Tech firms are expanding their AI capabilities. On Oracle (ORCL) ahead of Wednesday's earnings, Cory tells investors to pay attention to the "land grab" race and RPO to gauge the company's future profits.======== 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

Dave Nicholson breaks down Oracle's (ORCL) upcoming earnings report and what investors should be watching in its cloud business. He explains why Oracle needs a strong beat to justify growing expectations and discusses how many investors are viewing the company as a major AI investment. Dave also explores Oracle's role in financing AI infrastructure and what it could mean for future growth. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex is no longer just a traditional PC and motherboard showcase; it is officially the new epicenter of AI server and data center infrastructure. Alongside the hardware pivot, Ben and Jay break down Broadcom's recent earnings, discussing how a 20% post-earnings stock dip highlights a volatile market where long-term AI expectations are getting dangerously ahead of near-term deployment realities

In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk through some stock market noise.  It's hard to know when to listen to headlines and what information to heed.  What we listen to as investors and what the movers and shakers listen to may be very different. Discussion in this episode include: The focus of retail investors, including local news, conflicts, prices close to home, and talking heads like Ray Dalio. For individual investors, it's hard to look past the noise to see if the fundamentals are sound for investing. The focus of institutional investors including earnings/profits, interest rates, and taxes. Generally, if companies are making money, big investors are happy to hold stock in those companies despite other happenings in the world. Our expectation of how the stock market will perform and how it does perform are often very different. As always, focus on your long-term strategy!  Trying to use information in the short-term to make decisions about your long-term investments can often be counterproductive.  You can end up selling due to fear and then missing out on gains.  No ones wants that! For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.  Citations: Dalio, Ray.  New York Times. A Legendary Investor on How to Prevent America's Coming ‘Heart Attack'. Published May 7, 2026. Earnings reports pulled from Google AI Overview.

S&P Global says it won't change its rules to allow SpaceX and other mega IPOs to enter the index early. Then the CEO of Docusign on results and why the stock is moving lower despite upbeat guidance. Plus, New York Giants linebacker Kayvon Thibodeaux teaming up with JPMorgan to help college athletes navigate NIL deals and the money that comes with it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vista Equity Partners CEO Robert Smith joins after the firm just launched a new enterprise AI inference cloud at Intel Computex. Then, the CEO of Honeywell Aerospace discusses the company's growth strategy ahead of its spinoff. Later, the CEO of Medtronic joins to break down the health tech company's latest quarter. Plus, Sara Eisen joins from Jerusalem after speaking with Israel's Prime Minister Benjamin Netanyahu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.