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The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Prices and Economic Implications(12:05) NIO's Market Position and Growth Potential(15:20) Oracle's Business Model Transformation and Risks(35:33) Amazon's Debt Strategy and Its Implications(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?(43:55) Analyzing Kelly Partners Group's Performance(52:39) The Collapse of GoEasy: Lessons in Lending(01:02:21) Nintendo's New Game and Market Impact*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
What do the earnings reports of the Big Four title underwriters actually reveal about the future of the industry? A lot more than most people realize. In this episode, Crosby and Zina unpack the Q4 and full-year 2025 financial reports from Fidelity National Financial, First American Financial, Old Republic, and Stewart Information Services. Behind the billions in revenue lies a powerful signal: commercial real estate, especially data centers and energy infrastructure, is becoming one of the most lucrative segments in the title business. They break down the real numbers behind commercial deal fees, the return of the refinance market, why independent agents are still thriving alongside direct operations, and how automation and AI are quietly reshaping margins across the industry. If you want to understand where the title is heading next and how to position your agency to win, this deep dive delivers the roadmap. What you'll learn from this episode ● Why Big Four earnings reports act as a real-time crystal ball for the title industry ● How commercial deals tied to data centers and energy infrastructure are driving explosive growth ● The massive gap between residential and commercial title fees, and what creates that value ● A way independent agents continue capturing market share despite the underwriter's direct operations ● What automation, OCR, and AI are doing to margins across the entire title ecosystem Resources mentioned in this episode ● Atomic Habits by James Clear | Kindle, Audiobook, and Paperback ● Fidelity National Financial Reports Fourth Quarter and Full‑Year 2025 Financial Results ● First American Financial Reports Results for the Fourth Quarter and Full Year of 2025 ● Old Republic Reports Results for the Fourth Quarter and Full Year 2025 ● Stewart Reports Fourth Quarter and Full Year 2025 Results Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. ● Explore more on our website: www.alltechnational.com/podcast ● Stay updated with our newsletter: www.mochoumil.com ● Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity. Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe's results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge. Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS's Lauryn Williams. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stephen Grootes speaks to Sim Tshabalala, CEO of Standard Bank Group, after the lender reported strong results for the 2025 financial year. The bank posted headline earnings of R49.2 billion, with earnings per share and dividends both rising 12%, while return on equity reached 19.3%, the top end of its target range. The performance was supported by solid balance sheet growth, stronger fee and trading income, and lower credit impairments, alongside continued expansion across its African operations and increasing digital adoption among customers. In other interviews, Sanisha Packirisamy, Chief Economist at Momentum Investments talks about the surge in global oil prices after fresh shipping attacks in the Middle East pushed Brent crude oil above $100 a barrel. The spike comes after Oman evacuated its key export terminal at Mina Al Fahal and Iraqi oil terminals halted operations following tanker strikes, raising fears of deeper disruptions to global energy supply and trade routes near the Strait of Hormuz. 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 and 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 See omnystudio.com/listener for privacy information.
Charles Schwab's Kevin Horner notes an impressive rally in Ulta Beauty (ULTA) serving as its own headwind into earnings Thursday. He points a technical dip in shares below the 50-day SMA as a warning sign against momentum. Kevin uses his expertise to highlight levels to watch once Ulta reports. ======== 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
In software's staggering sell-off, Adobe (ADBE) is a stock Rick Ducat calls "one of the worst" companies in the sector to face bearish price action. He notes a rebound in recent weeks but sees resistance building a wall against a further push higher. Rick runs investors through his technical analysis and monitors options activity to weigh if bulls can take over stock momentum.======== 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======== 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 bar is low heading into Lennar's (LEN) earnings after the close Thursday with the stock trading at levels not seen since December 2022. Marley Kayden talks about the most important metrics Lennar needs to show to establish a strong foundation for investor optimism. Joe Tigay walks investors through an example options trade for the homebuilder. ======== 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
Ana Garcia shares her takeaways from Dick's Sporting Goods (DKS) earnings, noting good news on their Foot Locker acquisition. She notes that there's possibility for upside to their guidance, since they tend to give conservative forecasts early in the year. Ana shares some concerns around the Foot Locker integration, but, “Overall, we're feeling good about the [company's] performance.” Tom White offers an example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
APAC stocks declined as rising oil prices dampened sentiment and stoked inflationary concerns, while the announcement of a record joint emergency reserves release failed to drag energy prices lower, due to likely slow deliveries and with further disruptions in the Middle East from the ongoing hostilities.US President Trump said they knocked out Iran's navy and mine layers, and stated that they won't leave Iran early.The FBI warned police departments in California that Iran wants to retaliate by launching drones against the West Coast.Crude futures rallied some 7% despite the IEA announcement of a record 400mln-barrel emergency joint release, as the action could be seen as a mere band-aid on the supply shock.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.9% after the cash market closed with losses of 0.7% on Wednesday.Looking ahead, highlights include Swedish CPIF Final (Feb), Canadian Trade Balance (Jan), US Trade Balance (Jan), Initial Jobless Claims, Housing Starts, Atlanta Fed GDP, IEA OMR, and CBRT Policy Announcement. Speakers include BoE's Bailey & Fed's Bowman. Supply from Italy, UK & US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
IEA OMR cut its 2026 global oil supply growth forecast by nearly half, stating the Middle East conflict as the largest oil supply disruption ever. USTR Greer said the US is initiating a Section 301 investigation into 16 trading partners, including China, the EU, Mexico, Vietnam, India and Japan, which could lead to responsive actions, including tariffs.European equities hit as Iran conflict continues, while Defence names benefit; Oil prices continue to weigh on US equities.DXY continues to benefit from geopols, JPY bucks the G10 trend and holds onto gains.Fixed income initially softer but coming off worst levels. Crude wanes off best levels after Brent briefly topped above USD 100/bbl, reports suggest that India is in discussions with Iran to secure passage for 20 tankers through Hormuz.Looking ahead, highlights include Canadian Trade Balance (Jan), US Trade Balance (Jan), Initial Jobless Claims, Housing Starts, Atlanta Fed GDP and CBRT Policy Announcement. Speakers include Fed's Bowman. Supply from the US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Welcome back to Warehouse and Operations as a Career, I'm Marty and today I thought we'd talk about something that probably is not listed on any job description, job board advertisement, or our resumes even. But I think it plays a huge role in how we perform our work and how we grow in our careers. That is confidence. Confidence is one of those qualities that quietly shape our success. Oxford languages states confidence as a feeling of self-assurance arising from one’s appreciation of one’s own abilities or qualities. In the warehouse environment, we can all learn to perform the tasks and learn how to operate equipment and machines. Those are skills that can be trained. But confidence is what allows us to perform those skills consistently, safely, and professionally. Confidence helps us trust our training. And I think Confidence in our abilities and that training helps us make good decisions. In the light industrial world, confidence usually starts with us learning the job. When someone is new to a facility, everything feels unfamiliar. There are a lot of new faces, new processes, and new expectations. Sometimes even new equipment or different models than we've driven. It can feel overwhelming at first. But over time, as we begin to understand the workflow, we become more comfortable. We start recognizing product locations, understanding the pace of the operation, and we begin trusting our training. And that's when confidence starts to develop. You know that feeling when you have years of experience with a task know you’re good at it. Confidence is what allows us to step onto a forklift and operate it smoothly. It allows an order selector to move through the aisles safely and efficiently, it allows a loader to build a safe and stable trailer for delivery. I'm convinced that confidence grows from our training, repetition, and experience. The more we learn our role, the more confident we become in performing it correctly. Confidence is also closely tied to workplace safety. In many situations, accidents happen when someone is unsure of what they're doing. Maybe they hesitate with equipment. And you know I'm going to mention how we should never, ever, get on a piece of equipment or operate a machine that we have not been trained on or certified to operate. Ok, where was I, I was talking about situations where accidents may happen. Oh, here's where I left off. Maybe we guess at something instead of following the correct procedure. Or try to rush through something we don't fully understand. Confidence helps prevent those situations from happening. When an employee is confident in their training, they are more likely to follow procedures correctly and operate equipment smoothly. Being confident helps us recognize hazards and dangers quickly, and to stop when something doesn't feel right. In my experience, confident employees are also more comfortable speaking up. They will report a near miss, and will ask questions when something looks unsafe. They will stop a process if something appears dangerous. That kind of confidence strengthens our teams safety culture. Safety isn't just about rules and policies. It's about people having the confidence to apply those rules every single day. And here's one of those opinions of mine. Confidence isn't only about skills. It's also about our character. Every workplace requires a level of trust. We trust that employees will follow safety procedures. We trust that inventory will be handled correctly. We trust that equipment will be operated responsibly. Confidence in our ethics and professionalism is what allows that trust to exist. As we've talked about before, and I'm only repeating it again today because it's really that important. That means showing up on time. Taking responsibility for our work. Admitting mistakes when they happen. And doing the right thing even when no one is watching. Those behaviors build a reputation. And over time, that reputation becomes something very powerful. People begin to see you as someone they can rely on. Confidence in your character often leads to increased responsibility and opportunity. Our managers are looking for that kind of confidence. Meaning, confidence also plays a major role in career development. Many careers in warehousing start with entry-level positions. Unloading trailers, sanitation work, pallet sorting, or general labor. But the associates who continue to grow are usually the ones who develop confidence in their abilities. They begin to volunteer for new responsibilities, ask to learn different equipment, and ask questions about other departments. Its confidence that allows us to say, “I think I can learn that.” or “I'd like to try that role.” That willingness to step forward often leads to cross-training opportunities, and cross-training leads to new skills. And those new skills often lead to promotions or leadership roles. Confidence helps people see possibilities they might not have seen before. I've always thought that Supervisors and managers have a responsibility in helping employees develop confidence. Confidence grows in environments where people are trained properly and supported while learning. When leaders take time to teach processes clearly, employees feel more prepared. I know when I'm encouraged to ask questions, I'm more comfortable speaking up. When managers recognize progress, employees gain pride in their work. Those simple actions can make a huge difference. Confidence spreads throughout a team when employees feel supported. And when a team operates with confidence, productivity and safety often improve together. Confidence is also reinforced by our daily habits. Showing up prepared for work, following procedures, maintaining a positive attitude, and of course taking our training seriously. These habits help us feel in control of our responsibilities. It's easier for me to know what is expected and know how to perform my tasks. And for me Confidence never appeared overnight. It built up through consistent effort over time. Now, throughout this quarter I've also been talking about another word that is important in our workplaces. That word is purpose. Purpose is a different concept than confidence, but it is something worth thinking about. Purpose is about understanding why our work matters. Why safety and professionalism matter. And why we take pride in the roles we perform every day. Purpose helps us see that our work is part of something bigger than a single shift. And that our work supports our teammates and our families. I believe when employees understand the purpose behind their work, they often approach their responsibilities with greater commitment and pride, and dare I say with confidence. If there is one message I hope you leave us today with it'd be that confidence is something you build. It is built through training, experience, discipline, and professionalism. In the light industrial world, confidence can carry you a long way. It can help you perform your job safely, develop new skills, and grow into leadership roles. And like I said earlier, it can help you build a reputation as someone who takes their work seriously. If you work in warehousing, distribution, manufacturing, production, or transportation, remember to take the time to learn your craft. Ask questions when you need help. Respect those safety procedures. And stand strong in your values. And allow your confidence to grow through experience and discipline. Over time, those qualities will shape not only how you perform your job, but how your career develops. Because in this industry, the people who succeed are not just the fastest workers or the strongest operators. They are the ones who bring confidence, professionalism, and integrity to their work every day. Well, with all that being said, I'll get back to work myself! I appreciate you taking time with us today and I hope to see you again next week. And please be safe and stay focused in all you do.
9.3% of investors in BlackRock's $26 billion private credit fund asked to withdraw their money. BlackRock returned half, and blocked the rest.This isn't a panic headline. It's a structural signal, and in this episode, we break down exactly what happened, why it happened now, and what it means for the $2 trillion private credit industry.We cover:— What BlackRock's HLEND fund actually is, and why it was worth $12 billion to acquire— The precise mechanics of the withdrawal gate and who it legally protects— The 3 pressure vectors that caused redemption requests to nearly double in a single quarter— How Blackstone, Blue Owl and BlackRock each handled the same pressure — differently— The 3 data points investors should be tracking in Q2 2026BlackRock's fundamentals didn't change on March 6th. But investor confidence in private credit did. Here's what that gap tells us.Sources: Bloomberg, Reuters, BlackRock Q4 2025 Earnings, Evercore ISILINKSPrashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to prashantchoubey3@gmail.comSUBSCRIBE FOR MOREVC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights.#privatecredit #blackrock #hlend
Crude oil's reversal from $120 to $86 within 48 hours is a move that stunned markets. Kevin Green warns prices can rally again with no clear off ramp in the U.S.-Iran War. He talks about risks markets aren't taking into account that will reignite volatility. On the AI trade, KG touches on Oracle's (ORCL) earnings rally and what the report signifies for data centers and cloud. Crude oil's stunning reversal from $120 to $86 within 48 hours is a move that stunned markets. Kevin Green warns prices can rally again with no clear off ramp in the U.S.-Iran War. He talks about risks markets aren't taking into account that will reignite volatility. On the AI trade, KG touches on Oracle's (ORCL) earnings rally and what the report signifies for data centers and cloud. ======== 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======== 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
Top line growth is the key priority for Kohl's (KSS) moving forward, says Dana Telsey. She talks about the company's recent earnings and the retail industry's reaction to pinched consumer wallets. Target (TGT) is taking the approach of lowering prices on thousands of items. Dana still believes Walmart's (WMT) success will keep it in the driver's seat for big box retail. Top line growth is the key priority for Kohl's (KSS) moving forward, says Dana Telsey. She talks about the company's recent earnings and the retail industry's reaction to pinched consumer wallets. Target (TGT) is taking the approach of lowering prices on thousands of items. Dana still believes Walmart's (WMT) success will keep it in the driver's seat for big box retail. ======== 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
Oracle (ORCL) managed to keep mostly bullish optimism among analysts following earnings even though some cut price targets. Marley Kayden notes the guidance backed by a staggering $553 billion in RPO as a focal point in the print, highlighting ways Oracle is picking up speed in the AI trade. Prosper Trading Academy's Scott Bauer takes investors through 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
“The narrative is way more important than the numbers” for Adobe's (ADBE) earnings Thursday afternoon, says Daniel Kern. “There's the fear that they're going to be hit on both sides” of their business, with price sensitivity “a real factor” for the consumer and pressure on enterprise. He's looking for whether their AI-integrated suites are continuing to see demand. Tom White offers an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about======== 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
Robert Cantwell and Luke Yang break down Oracle (ORCL) earnings, with the stock up around 10% after the report. Robert estimates LLM revenue is around $50 billion total and heading quickly to $100 billion. However, Oracle is spending money faster than they're bringing it in, he notes, and he is suspicious around their expense reporting. He argues that CoreWeave (CRWV) is a “pure play” on what Oracle is trying to do. Luke is looking for more clarity on the financing and how it can ramp up its business. He also has concerns around customer concentration.======== 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's earnings announcement yesterday demonstrates the company's shift to a new type of enterprise “software” company, challenging companies like SAP, Workday, Salesforce, and many others. In this podcast I explain this shift, the history of Oracle, and where AI is taking the enterprise software market. Here is the source article to read, and I look forward to further discussions on this topic with our clients and vendor partners. Reference Information Oracle's Earnings Prove That AI Infrastructure Is Eating Enterprise Software Nvidia Explains The New Software Stack (5-Layer Cake) Oracle Earnings Announcement Chapters (00:00:00) - Analysts on Oracle's Earnings(00:01:35) - Oracle's Rise to the Cloud(00:08:43) - Oracle's Future in the AI World
This week, we discuss why a "unified streaming stack" is not the same as combining two streaming services, despite media reports that HBO Max and Paramount+ will merge into a single DTC service shortly. As we break down the latest details of the proposed Paramount and WBD deal, we speculate on the layoff impact across both companies, as Paramount tells bankers it expects to see billions in cost savings while telling employees the savings target will be realized mostly through non-personnel means.We also cover the launch of F1 on Apple TV, Versant Media's full-year 2025 earnings, Sling TV losing 167,000 subs in Q4, NBCU not planning to publish Super Bowl viewership numbers for Peacock/digital, and YouTube in talks to stream four more live NFL games. Finally, we detail that, due to rising costs for servers, RAM, SSDs, and energy, Akamai has notified customers and partners of upcoming surcharges and contract renewal adjustments.Podcast produced by Security Halt Media
Market update for Wednesday March 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Oil prices whipsaw after deleted government tweet about the Strait of HormuzInflation holds steady as February CPI comes in at 2.4%Oracle stock surges after strong AI cloud earningsNvidia invests $2B into NebiusDrone company AeroVironment sees shares dive on sales missFun fact: Meta buys Moltbook, a social network designed for AI agents
The IEA with a historic decision to release 400 million barrels of oil from its strategic reserves. The impact for the markets and energy prices. Plus, what's behind the massive move in Oracle shares as the street reacts to results and upbeat guidance. And Meta unveiling plans for its new in-house chips as it looks to expand on the data center buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NIO just reported its first quarterly profit in 11 years.They beat the top end of their own guidance. The stock closed at $5.70 — up 15.38% on the day. A week that started with NIO at $4.59 ended with a historic earnings report.Full breakdown in this episode:— The numbers: $178.9M non-GAAP operating profit, $40.4M GAAP net profit, 75.9% revenue growth, 17.5% gross margin— 124,807 Q4 deliveries — up 71.7% — ES8 carrying 32% of volume at ~20% gross margin— The cost story: R&D cut 44.3%, SG&A cut 27.5% — how they engineered the profit— William Li's pay package: 10 tranches, market cap targets from $30B to $120B — why it's a shareholder alignment signal— Q1 guidance: 80-83K vehicles, revenue more than doubling YoY— Full year 2026: 40-50% growth target and full-year profitability— Shenji chip 2 in mass production — and the robotics angle— $6.6B cash on hand. The liquidity question is answered.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO stock,NIO 2026, NIO analysis, NIO bull case, Chinese EV stocks,EV investing 2026, NIO gross margin, NIO William Li,NIO Shenji chip, Courtside Financial, EV podcast, NIO reaction
NIO hit its first quarterly profit in 11 years. Stock up 15% yesterday. Down 4% today. Up 16% on the week.Today I go deeper than the headlines and ask the harder question: did William Li actually win his long bet? And what comes next?WHAT WE COVER:— 100 billion yuan in losses over 11 years: what that road really means for long-term investors— Why NIO's 18% vehicle margin is more impressive than it looks given everything they were building simultaneously— The $2.5 billion battery swap bet — where it stands and what 10,000 stations by decade's end means for the moat— The ES8 carried Q4. Where is the next breakout model?— ES9, Onvo L80, and new large SUV all launching in 2026 — five large SUVs in market by H2— Full-year non-GAAP profitability: the real milestone to watch— $4.59 to $5.47 in five trading days — the bigger trendStill bullish. Still objective. Still watching every number.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO 2026, NIO analysis, William Li,NIO battery swap, NIO ES8, NIO ES9, NIO Onvo L80,NIO vehicle margin, NIO profitability, Chinese EV stocks,EV investing 2026, NIO bull case, Courtside Financial,EV podcast, NIO post earnings, NIO next catalyst
Why 87 Million Americans Are Ditching Traditional Employment (And How You Can Too) Summary Discover why millions of Americans are quitting their traditional 9-to-5 jobs and transitioning into lucrative side hustles in 2026. In this episode, Tracy Brinkmann dives into the top 8 side hustles open to digital entrepreneurs and online entrepreneurs, highlighting opportunities to make money online with six-figure income potentials. From AI automation services and experience-based consulting to digital products for beginners and specialized tutoring, learn proven marketing strategies and tips for entrepreneurs to build passive income and replace your day job. Tracy breaks down startup costs, realistic earnings, and practical email marketing tips to help you grow your email list and boost sales. Whether you're looking for side hustles for busy parents or innovative digital marketing tactics, this episode equips you with actionable advice and digital product ideas. Subscribe to the AI Escape Plan Newsletter for weekly insights and start your journey toward online entrepreneurship and financial freedom today. Key Timestamps 00:00 Opening - The 2 AM bank account reality check 00:45 Episode Overview 01:50 The Foundation Shift 02:45 Carter Osborne Case Study 04:05 Side Hustle #1: AI Automation Services - $200/hour with zero coding experience 05:15 Side Hustle #2: Experience-Based Consulting - Package your expertise 06:00 Side Hustle #3: Digital Products - Create once sell forever 07:25 Side Hustle #4: Specialized Tutoring - Steven Menking's $1,000/hour strategy 08:20 Side Hustle #5: User-Generated Content - Kelly Rocklein's 6-figure UGC business 09:05 Side Hustle #6: Skilled Trades - AI-proof income up to $300/hour 10:35 Side Hustle #7: Content Creation & Podcasting - Anonymous income with AI tools 11:15 Side Hustle #8: Remote Healthcare Support - 70% growth opportunity 12:25 The Reality Check - Why most side hustles fail and what 2026 changes 13:30 The Bigger Picture - Death of industrial employment model 15:05 Whiskered Wisdom - Your specific action step for this week Key Insights & Strategies Shared The Economic Reality 95% of workers say income hasn't kept up with cost of living Global gig economy hit $674 billion in 2026 87 million Americans will be freelancing by 2027 (nearly half the workforce) One in four adults already runs a side business The Carter Osborne Blueprint Started tutoring as side hustle in 2017 Quit PR director job by 2024 to earn $220K working 10 hours/week Most income from digital products, not direct tutoring $37 Google Doc made $800 in first week The 8 High-Earning Opportunities 1. AI Automation Services $60-200/hour rates on Upwork/Fiverr Projects range $2,000-15,000 Startup cost: $117/month (ChatGPT Plus + HighLevel) Example: Austin wellness studio paid $400/month for 10-minute ChatGPT bot 2. Experience-Based Consulting $75-150/hour for specialized knowledge Focus on specificity (customer retention specialist vs. business consultant) Mid-to-late career professionals excel with battle-tested solutions 3. Digital Products 90% profit margins after fees E-learning market racing toward $370 billion by 2026 Earnings: $1,000-50,000 monthly depending on niche Sell transformation, not just information 4. Specialized Tutoring Market hit $10.4 billion in 2024, growing 14.5% annually Steven Menking: up to $1,000/hour private tutoring Platforms: iTalki ($30-60/hour), Preply, Wyzant Focus on specialization, not competing on price 5. User-Generated Content Kelly Rocklein: six-figure business while keeping corporate job $200-500 per video through Billo, Insense, #paid Social media management: $50/hour once ROI proven No massive following required 6. Skilled Trades AI-proof income streams Marisa Risden: $4,500/month via TaskRabbit/Thumbtack Independent contractors: up to $300/hour specialized work Recession-resistant demand 7. Content Creation & Podcasting Ginni Saraswati-Cook: $50K monthly, doubled yearly 2026 twist: Anonymous channels using AI tools ElevenLabs (voice), Runway (editing), ChatGPT (scripts) Top podcasters: $30K-100K through multiple streams 8. Remote Healthcare Support 70% year-over-year growth Medical coders: nearly $40/hour average Lower barrier to entry than expected Certification requires organization skills, not medical degree Resources Mentioned AI Automation Platforms ChatGPT Plus ($20/month) HighLevel ($97/month) Zapier (workflow automation) Make.com (no-code automation) Upwork & Fiverr (freelance marketplaces) Digital Product Platforms Teachable (course creation) Thinkific (online courses) Etsy (template marketplace) Shopify (e-commerce store) Gumroad (digital downloads) Tutoring Platforms iTalki (language learning) Preply (conversational practice) Wyzant (academic subjects) UGC & Social Media Billo (UGC platform) Insense (brand collaborations) #paid (influencer marketing) Skilled Trades TaskRabbit (home services) Thumbtack (local services) Content Creation Tools ElevenLabs (AI voice generation) Runway (video editing) ChatGPT (script writing) Action Steps to Take This Week's Specific Action Pick ONE of the eight side hustles and spend 30 minutes researching the first step: AI Automation: Sign up for ChatGPT Plus Consulting: Write down 3 specific problems you've solved in your current job Digital Products: Identify one thing you know that others struggle with Tutoring: Research rates in your expertise area on iTalki or Wyzant UGC: Create sample content and research brand collaboration platforms Skilled Trades: List your practical skills and research local demand Content Creation: Experiment with AI tools for anonymous content Healthcare Support: Research certification requirements in your area Financial Preparation Research quarterly estimated tax requirements for 1099 income Consider forming an LLC if scaling toward full-time Don't let tax considerations stop you from starting Mindset Shifts Required Security comes from diversification, not dependence Focus on solving real problems, not chasing trends Start with proof of concept before major investments Call To Action Ready to stop trading hours for dollars and start building income streams that work around your family schedule? Subscribe to the AI Escape Plan Newsletter - specifically designed for parents ready to break free from the 9-to-5 grind. Each issue delivers practical, AI-powered strategies to start, grow, and streamline side hustles, all designed to protect your family time while boosting your income. Your roadmap to more money, more freedom, and more of what truly matters. Visit: DarkHorseInsider.com Key Quotes "The side hustle economy isn't a backup plan anymore - it's become the foundation of American work." "People pay for solutions to their problems, and you don't need thousands of subscribers to make money." "There are no prerequisites to starting a successful side hustle." "The side hustle economy is no longer coming. It's here. And it's waiting for you to claim your piece of it."
Carl Quintanilla and Jim Cramer explored the moves in stocks and crude oil after Monday's volatile session, which saw the Dow finish higher after a 1,100-point swing — and WTI Crude fall sharply after surging close to $120/barrel. The anchors reacted to the catalyst: President Trump said the Iran war could end "very soon." The AI trade also in the spotlight as Wall Street braces for Oracle's quarterly results due out after Tuesday's close of trading. Also in focus: Anthropic sues the Pentagon, Amazon's bond sale, assessing the rough trade for alternate asset managers and software providers, The 17th anniversary of the "Haines Bottom" — and how high stocks have soared since the late Mark Haines' market call. 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.
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.
Steven Dickens sets the stage for Oracle's (ORCL) earnings after the close Tuesday. He's most focused on the company's AI infrastructure prospects and how it can capitalize on a massive order backlog. When it comes to Oracle's cloud business, he makes the case it can establish itself alongside Mag 7 peers like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN). Tom White offers 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
Oracle Corporation (ORCL) is capitalizing on a massive backlog and the fast‑growing AI inferencing market. Ron Westfall joins Sam Vadas and Marley Kayden to unpack Oracle's latest earnings, its $50B capex plan, expansion into public sector contracts, and the competitive and geopolitical risks shaping the stock's muted reaction.======== 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
Kohl's (KSS) experienced see-sawing price action following a better-than-expected earnings report. However, Diane notes the company continues to face long-term headwinds as year-over-year revenue falls. Qualcomm (QCOM) moved lower after BofA downgraded the stock while CrowdStrike (CRWD) gained on a Morgan Stanley upgrade. ======== 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
Nikolas Tsakos, CEO and founder of Tsakos Energy Navigation (TEN), talks about how his company is maneuvering mass disruptions in the Strait of Hormuz as the U.S.-Iran War continues. He talks about ways the company communicates with clients amid the disruption and alternatives Tsakos is weighing, including alternate shipping routes. Nikolas also touches on his company's latest earnings and guidance expectations. ======== 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
Don Nesbitt covers the energy trade and the AI trade. “AI is still going to be a major influence on markets,” he says, especially around productivity. He thinks the market is focusing on the negative side of both trades. He sees an opportunity to buy in Microsoft (MSFT), arguing a lot of software stocks are oversold. Don argues that the market should focus on earnings over potential rate cuts and isn't “too worried” about interest rates.======== 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) boasted a jaw-dropping $553 billion RPO and beat on its top and bottom line in earnings. Cloud revenue also came in above Wall Street estimates, as did guidance, which the company sees hitting $67 billion for the fiscal year and $90 billion for the following year. Marley Kayden, Sam Vadas, and Alex Coffey analyze the highly anticipated report and weigh what it means for data center, cloud, and the overall AI outlook.======== 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
Energy markets are rattled as U.S. gas prices hit their highest levels since July 2024 amid Middle East tensions and supply risks in the Strait of Hormuz. Oil volatility surged after conflicting signals from the Energy Department, while AI momentum lifted NVIDIA (NVDA), Chinese ADRs, and Oracle (ORCL) following strong earnings. Markets now turn to the upcoming CPI report to assess how rising energy pressures could shape Fed policy.======== 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
Futures dipped Tuesday morning alongside crude oil following a sharp reversal of price action in the final hour of Monday's trading session. Jenny Horne explains what investors should brace for when it comes to Tuesday's moves. She later notes earnings movers in HP Enterprise (HPE) and Kohl's (KSS) mixed results. Jenny notes TSMC's (TSM) continuing AI strength despite losing 20% in February revenue due to the Lunar New 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
Special Envoy Steve Witkoff on the latest negotiations with Iran. Making headlines about how close Iran was the obtaining a nuclear weapon and why the U.S. decided to strike when it did. What he thinks peace in the Middle East could look like. Plus, the CEO of HPE with his first interview since reporting results. Predicting price pressures on memory to persist into next year. And could Nvidia be looking to get into software? That story, this hour. 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 said it's going to be ended soon, and if it starts up again, Iran will be hit harder, while he responded 'no, but soon', when asked if the war will be done this week.On the passage of oil, US President Trump said they will hit Iran harder if it attempts to stop world oil supply, while adding the Strait of Hormuz will be safe and getting close to finishing it regarding 'excursion'.Oil steadies after Monday's selloff after Trump signalled the Iranian war will end soon.European equities bounce out of correction territory, with Banks benefiting the most from the positive risk tone; US equity futures continue its reversal.Aussie outperforms on hawkish RBA rhetoric and Chinese trade data, DXY takes a breather after yesterday's slide.Fixed income firmer as Monday's hawkish repricing unwinds.Looking ahead, highlights include US Weekly ADP, Existing Home Sales (Feb), G7 Energy Minister Meeting, EIA STEO, Supply from the US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US trade saw a late boost to sentiment after US President Trump said the war could be over soon and that he thinks the war is very complete, pretty much as Iran has no navy, no communications, and have no air force, while he added that the US is “very far” ahead of his initial 4-5 week estimated time frame."Iran's Revolutionary Guards said they will not allow a single litre of oil to be exported from the region if the US and Israeli attacks continue, while it added that they will determine how and when the war ends, and stated that US President Trump's comments about Iran were nonsense.APAC stocks rose with global risk sentiment underpinned after oil price pressures eased on a potential G7 joint release of emergency reserves, and with relief seen after US President Trump said the war in Iran could end very soon.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with losses of 0.6% on Monday.Crude futures declined and have completely retraced this week's opening surge, with pressure seen as the G7 mulls the release of emergency oil reserves, while further downside was seen after US President Trump suggested that the Iranian conflict is nearing an end.Looking ahead, highlights include Norwegian CPI (Feb), German/French Trade Balance (Jan), US NFIB (Feb), Weekly ADP, Existing Home Sales (Feb), EIA STEO, Supply from Germany & US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
NIO drops Q4 2025 earnings tomorrow. Potentially the first quarterly profit in eleven years.Tonight — four stories from today that, when you put them together, tell you exactly where this company stands heading into tomorrow.WHAT WE COVER:— CATL posts 42% profit growth and $10.4B net income: what it means for the broader EV ecosystem and NIO specifically— NIO's smart driving crosses 200M kilometers in a single month for the first time — up 81.5% after the NWM world model update— Users spending 50%+ of drive time on NIO's autonomous system up 210% month over month: behavioral change, not just a feature bump— Lamborghini abandons pure EV — and why the ET9 selling out at $112K is the real answer to that story— CYVN Holdings: the Abu Dhabi sovereign fund invested in both NIO and McLaren — and what that thread could mean long term— China's highway charging infrastructure crosses 98% coverage: the range anxiety argument is officially over— Full earnings setup and what to watch when numbers drop tomorrowEarnings reaction drops tomorrow morning.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO smart driving,NIO NWM, NIO ET9, CATL earnings, CYVN Holdings, McLaren EV,Lamborghini EV, Chinese EV stocks, EV investing 2026, NIO analysis,Courtside Financial, EV podcast, NIO March 2026, China EV infrastructure
Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
HP Enterprise (HPE) reports earnings after the close on Monday. Rick Ducat shows the key levels he's watching as support and resistance before the company reports and options activity surrounding the stock. ======== 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
This was supposed to be a show just about earnings. All we wanted to do was cover the earnings… but Sony closed Bluepoint, Nintendo is releasing $20 Pokemon ROMs, and Microsoft appears to have ousted Phil Spencer and Sarah Bond. Every first party is stepping on rakes. Get your coffee… this is gonna be a thing. You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:01:01] - Circana Report on US Video Game Spending for January 2026 [00:06:51] - Microsoft Earnings Report for Q2 FY2026 [00:16:39] - Sony Earnings Report for Q3 FY2026 [00:25:46] - Nintendo Earnings Report for Consolidated 9 Months FY2026 [00:29:55] - Remedy Earnings Report for Q4 and Full Year 2025 [00:34:04] - EA Earnings Report for Q3 FY2026 [00:35:25] - Paradox Earnings Report for Q4 and Full Year 2025 [00:41:40] - Capcom Earnings Report for Consolidated 9 Months FY2026 [00:48:30] - Take Two Earnings Report for Q3 FY2026 [00:51:10] - Sega Earnings Report for Consolidated 9 Months FY2026 [00:55:20] - Square Enix Earnings Report for Consolidated 9 Months FY2026 [00:59:30] - Embracer Earnings Report for Q3 FY2026 [01:01:15] - French Publisher Nacon Files for Insolvency SOURCES Earnings Release FY26 Q2 | Microsoft Q3 FY2025 Consolidated Financial Results | Sony Sony Shuts Down Video-Game Studio Bluepoint | Bloomberg (Paywall) Consolidated Results for the Nine Months Ended December 31, 2024 and 2025 | Nintendo Financial Statements Release - January - December 2025 | Remedy Jean-Charles Gaudechon appointed as the CEO of Remedy | Remedy Electronic Arts Reports Q3 FY26 Earnings | EA Year-end report January – December 2025 | Paradox Consolidated financial results for the 3rd Quarter of FY2025 | Capcom Take-Two Interactive Software, Inc. Reports Results for Fiscal Third Quarter 2026 | Take-Two Consolidated Financial Results for the Nine Months Ended December 31, 2025 | Sega Consolidated Financial Results for the Nine-Month Period Ended December 31, 2025 | Square Enix Embracer Group publishes Interim Report Q3 | Embracer Group NACON ANNOUNCES THAT IT HAS TODAY FILED FOR INSOLVENCY* AND IS REQUESTING THE INITIATION OF JUDICIAL REORGANISATION PROCEEDINGS | Nacon
Supersize You Annual Challenge Day 67: Financial Earnings Week, Know Your Worth! Join us every day in 2026 for a quick challenge that is all about you Improving and creating the life you want! https://www.facebook.com/ThrivingSharon Ask your questions and share your wisdom! #supersizeannualchallenge #doonethingeverydaytosupersizeyou #annualchallenge #confidence #supersizeyouannualchallenge #supersizeyouchallenge #financialwellbeing #financialhealth #knowyourworth #research #quickreview #valueexchange Hey there, Sharon Horne-Ellstrom here, introducing Earnings Week as part of our Financial Health and Well-Being Month for the "Supersize Your Business" Annual Challenge. We're focusing on sound money management and setting clear financial goals. Join us for financial education that helps with your financial planning.
What's SHE Up To Now Day 2959? Financial Earnings, Know Worth, Supersize Challenges, New You Tube, And Supersize Skool! Pop here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #supersizechallenge #supersizeyourbusinessannualchallenge #supersizeyourbusinesschallenge #moneymonth #knowyourworth #askforaraise #raiseyourprices #researchworth #businesscoaching Hey there! Sharon Horne-Ellstrom here, discussing "Know Your Worth" during Financial Health and Wellbeing Month. We're also talking about the Earnings Week for Supersize Challenges and the exciting step of starting a new YouTube channel, a project I've finally tackled after some procrastination! This journey is all about personal development and better money management, helping you achieve your financial goals.
Supersize Your Business Annual Challenge Day 67, Financial Earnings Week: Know Your Worth! Pop here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #supersizechallenge #supersizeyourbusinessannualchallenge #supersizeyourbusinesschallenge #moneymonth #financialhealth #finances #earningsweek #knowyourworth #fairpayforrole #researchmarketvalue
Are action figures becoming a thing of the past? In this episode of Five Idiots Talking Toys, the crew dives into the recent "dump" in Mattel's earnings and how Hasbro is pivoting toward digital gaming. We take a first look at the new Masters of the Universe movie tie-in figures (Core and Chronicle lines) and the upcoming DC Universe Batman toys.Is a lower price point enough to save Mattel's toy division, or are kids officially done with physical toys in favor of iPads and video games? We discuss the "death of toys," the struggle of retail orders at Walmart, and why your favorite brands might be grasping for air.☎️ Leave a question, comment, or show idea on our new FITT Voicemail line: (732) 800-197700:00 - Intro & Where is Shane?01:45 - New Voicemail Feature: 732-800-197703:06 - Mattel vs Hasbro Earnings Breakdown05:40 - Top Selling Brands: Magic the Gathering & Hot Wheels07:45 - Are Action Figures Dying? The Generational Shift09:55 - Masters of the Universe: Movie Line First Look11:50 - MOTU Chronicle Series (Adult Collector Line)14:02 - MOTU Core Line (Kids' $10.97 Price Point)16:15 - Walmart and the Death of Big Toy Orders19:30 - New DC Universe & Batman Figure Preview21:50 - The 30-Year Outlook: Will Collecting Survive?24:30 - iPads vs. Physical Play: The Modern Struggle28:50 - Final Thoughts: Can Mattel Be Saved?30:10 - Outro & How to Support the Show#ToyMarket #Mattel #Hasbro #ActionFigures #MastersOfTheUniverse #ToyCollecting #BatmanToys #HasbroEarnings #FiveIdiotsTalkingToys -----------------------
Bonus Episode for Mar. 5. Reports from entertainment companies this quarter underline what's driving consolidation in the industry. Paramount Skydance won a bidding war against Netflix for Warner Bros. Discovery, while Comcast spun out its cable networks into a new company. Wall Street Journal media and entertainment reporter Joe Flint discusses what stood out from Comcast, Disney, Netflix, Paramount, Warner Bros. Discovery and Versant. Ben Fritz hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump. From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands). Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC. Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book. 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
Barbara Doran of BD8 Capital Partners and Charlie Bobrinskoy of Ariel Investments join the markets panel to assess positioning, leadership and where investors should lean next. Earnings from Marvell Technology, Gap and Costco add another layer to the market narrative. Ian Bremmer, Founder of Eurasia Group, examines how tensions involving Iran could reshape global energy flows and geopolitical risk. Katie Stockton of Fairlead Strategies maps out key breakouts and breakdowns across the tape while Corey Tarlowe of Jefferies evaluates the state of the consumer and what upcoming retail results may reveal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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