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Bonus Episode for Mar. 20. Financial results from retailers Walmart, Target, Costco, Macy's and TJX, Ross Stores and Burlington Stores give investors a picture of how consumers are spending amid inflation worries. Wall Street Journal reporter Kelly Cloonan discusses how stores are adapting to shoppers' preferences and navigating the Trump administration's tariffs. Alex Ossola 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
Dirk Wallinger, CEO of York Space Systems (YSS), joins the Watch List to talk about the company's first earnings report since going public via IPO. "We're really hitting our stride," when it comes to growth, says Dirk, pointing to a 52% increase in revenue. He explains how York is differentiating itself from competitors in the space tech race and the company's acquisition of Orbion Space Technology. ======== 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
Ed Butowsky and Christopher Davis break down FedEx (FDX) earnings as the stock pops. Ed thinks their hedging strategies are being overlooked though they're a big part of the company's turnaround. However, he thinks it's overpriced and wouldn't buy at these levels. Christopher says FedEx is showing how AI is transforming industrials, and he highlights new leadership growing the healthcare part of the business. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses *This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years*You've likely heard many times that CEOs should be spending more time working on their business than working in their business. While this idea makes good sense, just how realistic is it for a small business CEO, especially a new one? While we'd otherwise like to be spending our time mostly on strategy, culture, and capital allocation, being sucked into the day-to-day whirlwind feels like an inevitable part of small business leadership – or is it?My guest today, Dr. Jim Schleckser, is the author of a book entitled Great CEOs Are Lazy, and is also the founder of The CEO Project, where he and his team work with hundreds of CEOs of high growth companies. I think you'll find that while Jim acknowledges that working in the business is an inevitable and acceptable part of a CEO's role at times, you'll also likely notice that Jim focuses a lot on leverage: That is, ways in which CEOs can generate the highest level of output through the fewest inputs, through things like purposeful hiring, delegation, and explicit rules around where to spend their time- and, importantly, where not to.
The 1% earnings tax provides nearly half of Kansas City's overall budget. Voters will decide April 7 whether to extend it for another five years.
This episode comes directly from the Wednesday update that members inside the DTA community receive. In this update we discuss: Inflation just got more aggressive, and today's PPI report proves it. We break down the February 2026 Producer Price Index data, why a 48.9% spike in vegetable prices is more than a blip, and what Jerome Powell's careful word choice is really telling us about the state of the economy.In this episode:Why PPI came in at 0.7% — more than double expectations — and what's driving it.The "perfect storm" of weather, tariffs, and labor shortages is hitting food prices.Powell's "pincer move" explanation and why he's refusing to use the word stagflation.The 10-year Treasury yield is hitting 4.25% and why. Earnings breakdown: Micron's massive AI-driven beats the forecast. SPY and QQQ key levels — why the market is bearish but still highly tradeable.The two catalysts that could flip the inflation narrative. Subscribe to The Disciplined Traders Podcast for market breakdowns, trading education, and no-nonsense analysis.
Tiffany McGhee covers the Fed's decision yesterday and its higher estimations for inflation this year. She says there were “no major surprises” as they signal “caution, not confidence,” and the main theme remains “uncertainty.” She shares some of her stock picks, including Exxon Mobil (XOM) and NextEra (NEE). She emphasizes the criteria of real assets and strong balance sheets. Tiffany also likes Microsoft (MSFT) but is selective within the tech sector. ======== 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
Micron's (MU) pricing is the company's strongest asset, says Angelo Zino with CFRA. He points to the company's stellar earnings and guidance to back his thesis. Stephen Sopko notes memory supply constraints serving as a key roadblock for the Micron's future growth. Angelo and Stephen offer insights into how the AI-tied company can boost tailwinds and counter headwinds. ======== 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
Ron Westfall and Olivier Blanchard look through Alibaba (BABA) earnings, which missed estimates, and discuss the Chinese tech sector. Ron thinks the company is going through a “strategic pivot” and says the stock is becoming “increasingly attractive.” Their cloud intelligence division is “really delivering” and AI is booming; he notes its prebuilt customer base allows for fast adoption. Olivier agrees, adding that investors should remember these companies are in transition from e-commerce to AI and they are still “struggling to decouple” from their original revenue streams. He compares several Chinese tech companies and advises patience.======== 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
Alibaba Group Holding Limited (BABA) is facing near‑term pressure after earnings showed margin strain, but Henry Greene says the market is mispricing the stock. He points to long‑term upside from Alibaba's cloud and full‑stack A.I. strategy, including the undervalued T‑Head semiconductor unit. Despite capital rotating away from large‑cap China tech, Greene argues fundamentals are improving as China's macro backdrop stabilizes.======== 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
FedEx (FDX) shares soared at the beginning of 2026 before experiencing a reversal once the U.S.-Iran War began. Alex Coffey talks about the metrics he sees as most important in the company's after-hour earnings Thursday. Joe Tigay talks about the "coin flip" chances FedEx has on moving to the downside after earnings by offering a bearish 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
Cristina Fernandez focuses on Williams-Sonoma (WSM) earnings and specialty retail. The stock is falling after the report despite an overall “good quarter.” Cristina notes that three of their four brands showed strength and highlights the positives she sees in the quarter. Guidance was a “solid number” even with a “pretty big impact” from tariffs. She previews Nike (NKE) earnings, looking at their international business and why she anticipates a “mixed result.” Tom White offers an example options trade on Nike. ======== 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
Rivian (RIVN) shares accelerated after Uber Technologies (UBER) said it will invest $1.25 billion into the EV company's robotaxi fleet. Diane King Hall talks about how it signals a gear shift in the autonomous driving industry. On the earnings front, Five Below (FIVE) showed what Diane calls "really strong" same-store sales. Elliott Investment is making another stake, this time in Invisalign maker Align Technology (ALGN). ======== 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
Blake Grayson, CFO of DocuSign (DOCU), joins to break down their latest quarterly earnings. He notes they hit $1B in billings and in free cash flow for the first time and explains how adoption of their Intelligent Agreement Management (IAM) technology is driving growth. The tool is powered by AI, and he explains what it can do for companies to unlock the “true value in their agreements” and why it is critical for their long-term growth.======== 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
Tom White analyzes the latest price action in FedEx (FDX) with the company poised to report earnings after Thursday's close. He points out important support and resistance levels to watch while offering an example options trade for 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
Brent crude oil is moving much higher to the upside than WTI, as Kevin Green analyzes what the spread means for supply and demand. KG adds to the macro picture by explaining what it means for the Fed's path forward after the committee voted to hold interest rates. As for Micron (MU), KG believes a high bar and supply concerns added pressure to what many consider stellar earnings and guidance. ======== 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
Here's the podcast I am a guest on - CHASING JOY - we talk about how I came up with the 4 hour algorithm, what got me in to the podcast and some history behind who I am. Or you can check out some of these timeless ones. INSIDE ALPHA PICKS AND SEEKING ALPHA WITH STEVE CRESS I BOUGHT $50,000 OF ALPHA PICKS PORTFOLIO THIS PODCAST NOTES Just like $NVDA, $LITE, $SNDK and so many other stocks - Sidekick absolutely NAILED the selloff after an earnings beat in $MU. I think this is an opportunity for me to add to what I think could be a great stock. Why did the stock sell off? Get Sidekick along with up to 52 ZOOM one on one training sessions with a Trendspider Product Expert when you sign up for an annual plan. LIMITED TIME OFFER. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm plus HUGE POT OF GOLD SAVINGS this weekend ONLY. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about Alimentation Couche-Tard' latest quarterly earnings (ATD.TO). It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/
Market update for Thursday March 19, 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:Fed Meeting recap: rate cut hopes fadeUber invests $1.25B* in Rivian to launch robotaxisMicron crushes earnings but stock still fallsFive Below jumps, Red Cat drops on earningsMeta shuts down the metaverse (yes, really)
Exploring Bogus oil prices Hold cow – look at what Gemini and JSD can do… Markets needed good news – Correlation high Fed on hold? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Bogus Oil Prices - Look at what Gemini and JSD can do... - Markets needed good news - Correlation high - Fed on hold? - JCD LIMERICK! Markets - Did we just correct? - Inflation - Eco that matters - Manipulation in Oil - Land? John Dvorak Jr. - Guest - UPDATE ON JCD - AH Spoke with JCD Saturday.... Oil Prices - Bogus? - The price of oil in the middle east is at $140 for its land-locked price, but ocean traveling oil is at $100. - Sort, of, opposite of what you'd expect? - But, then there's been active conversation and warning about manipulating oil futures to manage the situation. - Oil in Backwardation across the spectrum. (Current price of oil contract is $95 and December contract is $75) Oil Prices may be BOGUS - But What About Gas? Gas Prices More Manipulation - The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices amid the war in Iran, Interior Secretary Doug Burgum said. - US would just sell future contracts and then deliver at those prices at the end of the contract date. (SPR/Venezuela?) - Not sure how markets will take an intervention like that. - Remember when short selling was banned on Financials back in the 2008 ----Stock prices continued to fall during the ban and tended to stabilize only after it was lifted, suggesting the ban did not stop the decline. ------ Seems that when government intervenes in free markets they can set off more panic as the optics make it look even worse. ---- AND- Russian Oil sanctions partially removed Inflation and ECO - PCE Prices stay elevated - GDP rose at a seasonally and inflation-adjusted annual rate of just 0.7% in the fourth quarter, according to a Commerce Department revision Friday. - The first revision of the GDP reading was a sharp step down from the previous estimate of 1.4% and well below the Dow Jones consensus forecast for 1.5%. - The core PCE inflation rose 0.4% in January and 3.1% on a 12-month basis. The ex-food and energy reading was 0.1 percentage point higher than December. Eco Table Oil Models...Very Cool - JSD - Explain - https://gemini.google.com/share/d1427a61a804 Department of Defense, err War, is hiring - The Pentagon is hiring financial 'defense', or is that a financial warfare unit? - This may mean we're beginning to really adopt "Unrestricted Warfare (???) ----- ie: The Chinese strategy where the warfare model is extended to include social engineering, illicit trade, and finance operations. - Isn't this already in play? Tariffs, Straits of Hormuz, Asset Seizure (Russian Yachts), Venezuelan Oil???? --- This is why Quantum is in play too...(offense and defense) Did you know? - 30% of Helium production comes from Qatar - Qatar helium production stopped back on March 2nd, and is ~30% of all helium globally - South Korea depends almost entirely on helium from the strait of Hormuz, with 65% from Qatar specifically - Semiconductor manufacturing - - Wafer/equipment cooling — High thermal conductivity removes heat fast during lithography, etching, deposition, and other steps; critical for precise temp control and smaller chip nodes (no good substitutes). - - Inert purging & atmospheres — Chemically inert; flushes systems, prevents unwanted reactions in annealing, deposition, or vacuum chambers. -- - Plasma processes — Acts as carrier, diluent, or purge gas in plasma etching for precise circuit patterning. - - Leak detection — Tiny atoms detect micro-leaks in tools, pipelines, and vacuum systems to ensure reliability. - - Backside wafer cooling — Delivers stable cooling to silicon wafers in advanced fabs. INDIA! Running out of Gas - Does it matter? - India maintains only a 25 day reserve of oil - Good news for them that they use coal for electricity generation, and only use oil for transportation - BUT BUT BUT, What about getting goods from one place to another in India? -- FWIW - coal prices up 19% YTD in India Back to this... - AI not causing job losses - WHAT ABOUT META? - Meta's stock climbed after Reuters reported the social media giant is planning to lay off over 20% of its 79,000 employees to balance AI-related spending. Drone Warfare - New Warfare fought like games - Ender's Game Movie - Length: 3.5 meters (about 11.5 feet) Wingspan: 2.5 meters (about 8.2 feet) Weight (total takeoff/mass): Approximately 200 kg (around 440 pounds) Warhead/payload: Typically 40–50 kg explosive (some variants up to 90 kg with reduced fuel/range) --- Usage ~ 2,000 per day in Iran an peak of 10,000 per day in Ukraine/Russia Gaming Industry - DOA? See above - no wonder why - it is IRL now - Q1 continues sharp decline in video game sales - Older gamers: new AAA titles heavily cannibalized by old games - Gen Z & Alpha mostly play only Roblox (144M DAU), Fortnite (60M DAU), or Minecraft (11M DAU) - Young gamers rarely buy new AAA titles or consoles - Industry “growth” driven purely by subscriptions & upsells — no real sales increase - Hardware far below peaks: PS2 sold 160M, Nintendo DS 154M vs Switch 2 only 17M (original Switch lifetime 114M) - AI failing to cut costs for big studios — Roblox capturing all the upside - Roblox launches Incubator & Jumpstart programs for kids using AI “vibe-coding” to chase millionaire status INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Target Earnings - Target posted another quarter of falling revenue and customer traffic at its stores, though its shares rose as the retailer's earnings beat estimates and it said it is poised to end its sales slump. - Earnings per share: $2.44 adjusted vs. $2.16 expected - Revenue: $30.45 billion vs. $30.48 billion expected - Target said it expects full-year adjusted earnings per share to range from $7.50 to $8.50. Its adjusted earnings per share for the most recent full year were $7.57. - Shares up 7% in a piss poor tape Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Micron (MU) posted a substantial earnings and sales beat in Wednesday's after-hour report, paired with guidance that blew Wall Street estimates out of the water. The stock barely moved. Sam Vadas, Kevin Green, and Alex Coffey take investors through the numbers and how they clear a sky-high bar. One metric hitting investor confidence: Micron's CapEx projections. ======== 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
Micron's (MU) earnings bar is set high amid monumental expectations of revenue growth for the memory chipmaker. With the stock rallying 360% year-over-year and setting new all-time highs, Charles Schwab's Joe Mazzola and Tom White offer two different perspectives through their example options trades. ======== 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
Scott Bauer offers an example options trade on Lululemon (LULU) after its earnings report. He thinks it is rangebound, highlighting resistance on the chart. Sam Vadas walks through the details, including guidance, and a former Levi Strauss (LEVI) CEO joining the board, although no new CEO has been named yet. She also covers analyst moves on the stock post-earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Ben Bajarin takes investors through the gargantuan earnings and guidance beat from Micron (MU) — along with the headwinds lingering over the AI memory chipmaker. Supply and power constraints are the key headwinds facing the company, which Ben says will limit Micron's future upside. He talks about what makes Micron and peers like Western Digital (WDC) and SanDisk (SNDK) different from fabs like TSMC (TSM). ======== 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
Micron (MU) has muscled outstanding strength as a huge winner in the AI trade, rallying almost 350% over the last year. Rick Ducat shows how old resistance shaped into new support for the memory chipmaker as shares trade at record highs into Wednesday's earnings. He turns to what he calls "pricey" options activity heading into the report. ======== 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
With the FOMC expected to pause interest rate cuts in Wednesday's decision, Kevin Green urges investors to keep an eye on the crude oil trade. He believes the commodity will remain the key driver to market momentum. Staying in the energy space, KG talks nuclear power with Oklo Inc.'s (OKLO) earnings as it races to get reactors online for a revenue stream. He later weighs on Lululemon (LULU) and Macy (M) earnings.======== 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
Micron (MU) faces nothing short of a high bar into earnings, says James Demmert. He argues the company will guide "a heck of a lot higher" than Wall Street expects. James believes Micron will "rely" on commentary given by Nvidia (NVDA) and hyperscalers that AI demand is going nowhere. On the broader AI trade, he sees many value plays in the space. Tom White offers an example options trade for Micron. ======== 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
Want to know what stock Alpha Picks just picked? What about other opportunities. $MU earnings tonight - this is why I'm bullish and why I've got a HUGE stake in it. Get up to 52 ZOOM one on one training sessions with a Trendspider Product Expert when you sign up for an annual plan. LIMITED TIME OFFER. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm plus HUGE POT OF GOLD SAVINGS this weekend ONLY. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
US President Trump said they had a big day on Tuesday, knocking out targets, and said it will be a couple of weeks regarding Iran, not much longer, and that they are way ahead of schedule.Iran confirmed that its security chief Larijani was killed, according to Iranian media.Iran's Foreign Minister said Iran will target US forces wherever they assemble, including near urban areas, he understands neighbours' concerns and holds the US responsible for the conflict.APAC stocks were mostly higher following the positive handover from Wall Street and as oil prices retreated, while markets now await a flurry of upcoming central bank policy decisions, including from the FOMC later today.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with gains of 0.5% on Tuesday.Looking ahead, highlights include EZ CPI Final (Feb), US PPI (Feb), New Zealand GDP (Q4), BoC, Fed & BCB Policy Announcements. Speakers include BoC's Macklem & Rogers, Fed Chair Powell & NVIDIA (NVDA) CEO Huang. Supply from Germany. Earnings from Micron & HelloFresh.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Israel attempted to assassinate Iran's Intelligence Minister Khatib overnight, Jerusalem Post reported, citing an Israeli official, but is still awaiting the results of the target. Iran's Foreign Minister said Iran will target US forces wherever they assemble, including near urban areas. Iran fired retaliatory missiles towards Tel Aviv for the killing of Larijani.European equities gain, Banks benefiting from a delay in capital requirements; US equity futures follow peers.Mostly flat FX trade heading into the FOMC; CHF narrowly lags ahead of tomorrow's SNB.Crude continues to dictate macro sentiment; Gold rotates around USD 5,000/oz.Fixed income firmer amid energy downside ahead of key central bank announcements.Looking ahead, highlights include US PPI (Feb), New Zealand GDP (Q4), BoC, Fed & BCB Policy Announcements. Speakers include BoC's Macklem & Rogers, Fed Chair Powell & NVIDIA (NVDA) CEO Huang. Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Oklo Inc. (OKLO) is a black sheep in the utilities sector due to its profound volatility — and more than 115% year-over-year rally. Rick Ducat compares the stock's moves to peers to show how significant its moves were. He turns to Oklo's chart to weigh where the next breakout can occur into earnings, then looks at options activity among traders. ======== 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
David Swartz and Melissa Otto preview Lululemon (LULU) earnings. David doesn't expect any surprises from the report and thinks investors will be focused on the CEO search. “There's kind of a lot of drama going on,” with both LULU's founder and activist investor Elliott Investment pushing for change. Melissa thinks competition is hitting it hard, and Lululemon “really needs to deliver” on the new categories it's entering. She wants the company to drive top-line growth and brand awareness from here.======== 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
Lululemon (LULU) has earnings after the close Tuesday, with Rick Ducat previewing key levels to watch heading into the athleisure company's report. He also analyzes where traders are pricing post-earnings moves while offering his own example options trade. ======== 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
Ahead of Micron's (MU) earnings later this week, Diane King Hall talks about the company's completion of its Taiwan Fab acquisition. She talks about how it adds to the bull case for Micron and other AI memory chips. One blemish in tech: Qualcomm (QCOM) after Seaport downgraded the stock. Diane ends on the earnings front with a mixed report from Dollar Tree (DLTR). ======== 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
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss how a strong dollar, high oil prices, and the normal midterm year market cycle are dominating the talk around the stock market. If there was no Iran conflict, would the market be in the same spot? Later, looking at the options markets on Micron before next week's earnings. Finally, why the Strait of Hormuz is causing supply issues. Straight of Hormuz oil tanker conundrum Oil and the US Dollar jump and why it may not be good news for earnings Implied Volatility on Micron Pricing the long and short straddles on Micron Midterm Year Market Cycles and how this compares Talking about the movies Margin Call and The Big Short Mentioned in this Episode Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
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
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
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.