Podcasts about Earnings

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

S&P Futures are trading lower this morning as markets digests yesterday's strong move. The focus is on the upcoming Fed meeting as the latest inflation and job readings firmed up rate cut expectations. The White House filed an appeal in an attempt to block Fed Gov Cook from voting at next week's FOMC meeting. The Senate Banking Committee recently approved Stephen Miran for Govenor at the Fed, a full vote is scheduled for Monday. Tres Sec Bessent will be meeting with Chinese officials in Madrid this weekend. President Trump will be in the U.K next week. MSFT is higher as EU regulators accepts the firm's commitment to address their concerns over Teams. They also announced a deal to extend their partnership with Open AI. On the earning front, ADBE delivered a beat while RH missed. Earnings highlights for next week include PLAY, GIS, SCS, FDX, LEN, DRI, & CBRL.

Brad Shimmin describes Adobe (ADBE) as “a company in transition,” moving from being a software license vendor to an AI seller. He notes their consumer and enterprise segment growths in the latest earnings report Frances Stacy highlights its entrenchment in the corporate world as a strength. “This could be a buying opportunity for those who have missed the AI run in other companies,” she argues.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Paramount Skydance is reportedly bidding to buy Warner Bros. Discovery in its entirety. The reports sent the latter's stock skyrocketing but Sam Vadas tells investors to expect antitrust scrutiny against the merger. She notes Adobe (ADBE) as a post-earnings loser despite posting an earnings beat and added focus on using A.I. Sam later talks about RH's (RH) earnings that signaled concern for tariffs through lowered 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 – 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

AI investment is exploding: the “Magnificent Seven” of Apple, Microsoft, Google, Amazon, Meta, Tesla, and NVIDIA, are ploughing almost 7% of US GDP into AI and data centres. That's the same scale as the US housing boom in 2006, and greater than the dot-com bubble at its peak. Today, just seven firms make up 34% of the S&P 500, the highest concentration in history. Earnings per share in these companies grew 37% last year, compared to just 6% in the rest of the index. But history warns us, RCA in the 1920s, dot-coms in the 1990s, that transformative technologies can change the world while destroying fortunes. The question now: is AI the next revolution, or the next bubble waiting to burst? Hosted on Acast. See acast.com/privacy for more information.

JP Morgan Chief US Economist Mike Feroli breaks down the CPI reaction as markets hit fresh record highs. CFRA Research Chief Investment Strategist Sam Stovall analyzes the historic market momentum while Adobe headlines earnings. Oppenheimer's Brian Schwartz breaks down the results.  Ramp CEO Eric Glyman discusses the company's billion-dollar annualized revenue milestone, $22 billion valuation, and potential IPO timeline as the next major tech offering in the pipeline. 

Pablo Garces and Katherine Black talk Kroger (KR) earnings and consumer health after its CEO gave comments about shopper pullback. Pablo notes “more frequent, smaller baskets” as economic pressures persist, and he thinks Kroger must use its differentiators to gain market share. Katherine thinks they have an advantage because they are less impacted by tariffs by having a bigger grocery section than competitors, but they need to be very careful around pricing.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Tim Thomas expects a 25-basis-point rate cut next week, with another later this year. He expects the “earnings-led bull market” to continue into next year. His “one concern” is high valuations. Tim favors tech stocks, “big hyperscalers” and AI infrastructure, and is looking for winners in software. He also thinks financials will see a boost from IPO & merger activity along with deregulation. “On the long-term, thematic arena” he thinks utilities will benefit from AI energy demands, along with pipelines and transportation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

RH (RH) reports earnings after the close on Thursday, and Marley Kayden says tariffs will be the centric focus for investors. She notes the company has made adjustments to move business out of China, adding that another tailwind can come in the form of increased international sales. However, Marley sees consumer sentiment being critical to a move higher as some Americans seek cheaper options in a tight economy. Joe Tigay turns to an example options trade for RH.======== 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

Keith Kirkpatrick says Adobe's (ADBE) earnings will be all about A.I. after hours on Thursday. More specifically, he believes Adobe needs to show how A.I. can translate to profits through its products and explain how it can be trustworthy with the evolving tech. Keith adds that the software giant faces emerging competition, including Canva, which is expected to IPO in late 2025 or early 2026. Tom White offers a pair of example options trades for Adobe.======== 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

Burt Flickinger joins Diane King Hall at the NYSE set to dive into the retail and grocery sector. He says Kroger's (KR) latest earnings report "couldn't have been better" and says they'll "mop the floor with Albertsons (ACI)." Burt believes the scuttled merger between Kroger and Albertsons was ultimately a better course of action. In terms of approaching the retail space, he says "food is the place to be for safety" and believes that grocery stocks will offer investors value. Burt compares Kroger to other grocery retailers like Walmart (WMT), Target (TGT) and Costco (COST).======== 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

Brett Crowther looks at Chewy (CHWY) after the pet company's latest earnings report. On a short-term, he says the recent drop looks like it's "turning around like a dog lost in the park not knowing where to go." For a 1-year chart, he underlines support levels at $34 with upward resistance at $44. Prior to Thursday's open, Deutsche Bank and Seaport Global upgraded the stock to a Buy rating.======== 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

European bourses are modestly firmer, whilst US equity futures are mixed ahead of the ECB and US CPI.DXY is firmer and towards session highs; JPY underperforms, with USD/JPY rising to just shy of the 148.00 mark.USTs and Bunds are a touch softer into ECB/US CPI and a 30-year auction following a strong 3- and 10-year outing earlier this week.Industrial commodities and gold are subdued, awaiting key risk events; some modest upticks seen on Poland, Ukraine & Lithuania, calling the recent Russian drone incursion an “unprecedented” provocation.Looking ahead, US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, OPEC Monthly Report, Supply from the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks followed suit to the mixed performance stateside, where the S&P 500 and Nasdaq printed fresh record highs.US President Trump's administration appealed the court ruling blocking the removal of Fed Governor Cook.US Senate Republicans are aiming to confirm President Trump's temporary Federal Reserve pick Stephen Miran as soon as Monday, according to Politico, citing two sourcesEU is reportedly very unlikely to impose crippling tariffs on India or China, the main buyers of Russian oil, as US President Trump urged the bloc to do so, according to Reuters citing EU sources.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with losses of 0.1% on Wednesday.Looking ahead, highlights include US CPI (Aug) & Jobless Claims, ECB Policy Announcement & Press Conference, CBRT Announcement, IEA & OPEC Monthly Report, Supply from Italy and the US, and Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police - Radiohead For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Stephen Grootes speaks to Jurie Strydom, CEO of Old Mutual Group, as the insurer posts a strong set of half-year results. Adjusted headline earnings jumped 29% to R4.2 billion, boosted by a strong showing from Old Mutual Insure and robust equity markets in South Africa and Malawi. Shareholder investment returns surged 88%, while results from operations climbed 16% to nearly R5 billion. 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 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to "in line" profit, even though Arun considers its top line growth "exceptional" as its customer base expands. His bull case rides on long-term growth prospects, along with investor-friendly initiatives like share buybacks. Tom White offers example options trades for Chewy.======== 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

Markets closed mixed following a lighter-than-expected PPI print and ahead of Thursday's CPI report. Oracle (ORCL) clearly led the way with a massive rally off guidance that wowed investors and analysts. Synopsys (SNPS) saw a near-opposite reaction after showing weakening guidance and concerns on China export restrictions. Klarna (KLAR) had a successful first session on public markets with investors hopeful the fintech firm can shape up its growth story. Marley Kayden takes investors through a turbulent session on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Synopsys (SNPS) opened Wednesday as the biggest laggard in the SPX, down over 30% after it posted weaker-than-expected earnings and guidance. Sam Vadas also mentions commentary from leadership on "expectations of deals that did not materialize" and continuous headwinds in China. The original meme stock, GameStop (GME), shows surprising earnings strength that investors rewarded with a rally. Sam later turns to Novo Nordisk (NVO) after the GLP-1 giant cut 9,000 jobs, along with Klarna's IPO expected later on Wednesday.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Pallas CEO and Founder, Rich Mullen, speaks with Senior Portfolio Manager Steve Kylander on current economic conditions.

Stephen Grootes speaks to Jurie Strydom, CEO of Old Mutual Group, as the insurer posts a strong set of half-year results. Adjusted headline earnings jumped 29% to R4.2 billion, boosted by a strong showing from Old Mutual Insure and robust equity markets in South Africa and Malawi. Shareholder investment returns surged 88%, while results from operations climbed 16% to nearly R5 billion. 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 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Oracle (ORCL) is set to report earnings after the bell. Dan Morgan breaks down the key metrics to watch, including cloud growth, which is expected to drive long-term growth for the company. Morgan believes Oracle's cloud business is finally gaining traction, with 23 new data centers in the pipeline, and its second-generation cloud is competitive with Amazon Web Services (AWS) and Microsoft (MSFT) Azure, thanks to its 30% lower costs. Guidance will be crucial in justifying further share price appreciation, which has already surged over 40% YTD.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Oracle Corp. (ORCL) reports earnings after the bell, with investors eyeing bookings momentum, backlog growth, and free cash flow. The company needs to convert existing OCI bookings into revenue and deliver a positive free cash flow number to ease concerns. Andrew Graham and Jason Ware discuss Oracle's AI demand, cloud competition, and valuation, as well as alternative tech plays like Vertiv (VRT), Coherent (COHR), and Synopsys (SNPS).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

New Zealand red meat prices are at record levels and are expected to remain strong throughout the year. Earnings for core red meat exports are expected to rise by $1.4 billion to $10.5 billion for the 2024–2025 season. Beef + Lamb New Zealand Board Chair Kate Acland says there's incredible global demand for red meat. She told Mike Hosking that while they're seeing lower export volumes in the current year, the value is rising. Acland says there's been fewer exports from key countries like Brazil, Australia, and the US, so it's a perfect storm of supply and demand coming together. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

On the latest episode of After Earnings, Ann Berry sits down with Henry Schuck the Founder and CEO of ZoomInfo to break down the company's recent earnings, including revenue growth and profitability. They discuss ZoomInfo's efforts to leverage AI for product development, customer acquisition strategies, and how the company is navigating increased competition and market challenges in the sales intelligence space. 00:00 - Henry Schuck Joins01:15 - Securing the GTM Ticker Symbol 02:43 - Customer Segmentation and Target Markets 04:18 - Product Application for a Cleaning Services Business 09:14 - Launch and Growth of Copilot 13:12 - Earnings and Market Reaction16:37 - Enterprise Use of ZoomInfo for AI Integration 17:09 - Supporting AI Implementation 18:41 - Leveraging Proprietary Data Assets 19:35 - Internal AI Adoption and Efficiency Gains 22:49 - Founding Story and Early Growth 25:55 - Competitive Landscape and Entry Barriers 26:41 - Data Network as a Long-Term Differentiator After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com $GTM Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Grootes speaks to Dr Azar Jammine, Director and Chief economist at Econometrix , about the government’s major labour reform aimed at protecting smaller firms with limited HR capacity. In other interviews, Ulrik Bengtsson, new CEO of Sun International, chats to the group reports steady half-year results. Income rose 3.2% to R6.2 billion, while adjusted headline earnings grew 5.9% to R555 million. Bengtsson says the company’s casinos, online gaming, hotels and resorts give it a strong base for future growth. 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/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Earnings season is winding down but there's still key companies to watch heading into this week. Alex Coffey talks about Oracle's (ORCL) importance when it comes to cloud revenue, Adobe's (ADBE) potential for a significant comeback, and Chewy's (CHWY) pressure to grow while retaining current customers. Kevin Green offers detailed analysis by giving investors a look into the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role in the A.I. trade. What Paul is curious to hear from the company is regarding its capital expenditure guidance and cash burn rate. He does caution that an A.I. bifurcation could be on the horizon between software and hardware companies, adding a company like Salesforce (CRM) could be one to watch.======== 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) received price target hikes from Barclays, Morgan Stanley, and JPMorgan ahead of Tuesday's earnings. Sam Vadas notes bullish takes from the firms in A.I. infrastructure buildout, though it doesn't come without concerns regarding Oracle's current valuation. She also notes Apple's (AAPL) product launch Tuesday that is expected to focus primarily on hardware, including the iPhone 17. Sam then touches on the pet industry through Chewy (CWHY) and touches on the bull and bear cases surrounding its earnings Wednesday. EchoStar (SATS) soared after it launched a deal with SpaceX.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about Dollarama (DOL.TO) and its recent earnings. I also tell you why I'm building a full position and we discuss DOL's growth vectors (Dollarama stores, Dollarcity, The Reject Shop). Don't know why a stock is or Up or Down? Avoid price confusion! A simple framework to judge if you should sell, hold or buy! Register my free webinar to get rid of paralysis by analysis: https://moosemarkets.com/webinar It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars *This show is for information & entertainment purposes only. I'm not your financial advisor or investment broker. I don't provide financial advice or buy/sell recommendations. It's not because I like a stock that you should buy it (far from it!). Please do your due diligence and seek professional advice before making any financial decisions. 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AI and Antitrust Developments: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.   Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.   Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.   Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.   Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.   Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Stephen Grootes speaks to Ulrik Bengtsson, new CEO of Sun International, as the group reports steady half-year results. Income rose 3.2% to R6.2 billion, while adjusted headline earnings grew 5.9% to R555 million. Bengtsson says the company’s casinos, online gaming, hotels and resorts give it a strong base for future growth 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 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

KPMG Chief Economist Diane Swonk breaks down the jobs report reaction while Baird Investment Strategist Ross Mayfield explores whether we're in a Goldilocks scenario for markets. Roblox CEO David Baszucki discusses new AI features and child protection initiatives on the platform. Samsara CEO Sanjit Biswas provides earnings reaction and outlook for the IoT sector. Vital Knowledge Founder Adam Crisafulli rounds out the show with next week's key market catalysts. 

Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection point" according to UBS's latest upgrade. Costco (COST) net sales jumped 9% and gave a boost to the stock. Diane King Hall shares what's behind these stock movers Friday morning.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end through VMware make it a "viable" candidate to join the Mag 7.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

After Oracle (ORCL) rallied almost 40% so far in 2025, Marley Kayden points to high expectations for the stock to continue its impressive rally. Growth acceleration in cloud is what she considers to be the main metric for investors to watch for to justify the rally in shares. Marley later turns to analyst commentary and explains why they lean vastly bullish on Oracle.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, rallying 10% after a U.S. district court judge rules the company can keep its Google Chrome browser. Broadcom (AVGO) jumped on strong earnings and guidance — along with reports that it inked a $10 billion A.I. chip deal with OpenAI. Lululemon (LULU) sold off tremendously when it cut its guidance yet again. Marley Kayden takes investors through a short but busy week on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Are we back to a "bad news is good news" market? That's not a good thing. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

– Breaking down GDP – Earnings season recap – What Chinese cars say about innovationSee omnystudio.com/listener for privacy information.

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 (02:01) Google's Favorable Court Ruling(12:40) C3 AI's Disappointing Quarter(17:26) Lululemon's Earnings Report(28:08) Drafting the Top 10 Widest Moats*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

Rishi Jaluria and Ed Sim talk with TITV Host Akash Pasricha about enterprise software. The Information's Ann Gehan and Brian Sugar discuss GLP-1s, and we get into longevity with Jacob Kimmel. Sam Lessin also joins to discuss OpenAI's new hiring platform, and our reporter Anissa Gardizy explains NVIDIA's circular business operations.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-quietly-boosts-cloud-ally-1-5-billion-deal-rent-ai-chipsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Today, Elvis tells us if he wins the lottery, he's willing to split the earnings. See omnystudio.com/listener for privacy information.

After a weak JOLTS reading, investors will be closely watching today's jobs data for signs of softness as rate cut expectations continue to rise.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0925)

Broadcom (AVGO) earnings will be the marquee postmarket earnings report after Thursday's close. Tom White swings by to show the stock's run-up over the past year. He underlines the 50-day moving average being a significant indicator for AVGO shares and points to a widening gap in the 200-day moving average. Later, Tom composes an example trading strategy for Broadcom. He uses a call butterfly with a bullish stance.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Blame it on AI - new excuse: Flirty Chatbots NVDIA earnings the high point for a while? Announcing the WINNER of the CTP 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 Interactive Brokers Warm-Up - Tariffs deemed illegal? - So much for rates coming down - Long bond up again - Announcing the WINNER of the CTP - Blame it on AI - new excuse.... Flirty Chatbots Markets - NVDIA earnings the high point for a while? - Good month - August is green - Sept starting out wobbly - AI News  - Valuations - TO THE MOON NVDA Earnings - From last Wednesday - STRONG: Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% - Earnings per share: $1.05 adjusted vs. $1.01 estimated - Revenue: $46.74 billion vs. $46.06 billion estimated - Overall company revenue rose 56% in the quarter from $30.04 billion a year ago, Nvidia said. Year-over-year revenue growth has now exceeded 50% for nine straight quarters, dating back to mid-2023 -Stock opened Thursday at $180 - now trades near $168 --- Some concern over data-center revenue declining 1% from previous quarter due to $4B less in sales of H20 chips NEW CLEAR - The Duane Arnold nuclear plant northwest of Cedar Rapids, Iowa is pressing ahead with plans to restart operations by the end of the decade after shutting down for economic reasons in 2020 - NextEra Energy (NEE) - Duane Arnold would follow similar restarts planned for the Palisades nuclear plant in Michigan and Three Mile Island in Pennsylvania, which plan to resume operations later this year and in 2027 - Big Change on the economics is just 5 years! USA Travel - Who needs those pesky visitors anyway - Overseas travel to the U.S. fell 3.1% year-on-year in July to 19.2 million visitors, according to U.S. government data. It was the fifth month of decline this year, defying expectations that 2025 would see annual inbound visitors finally surpass the pre-pandemic level of 79.4 million. - New VISA INTEGRITY fees on incoming travelers from many countries - The extra charge raises the total visa cost to $442 for non-via waiver countries like Mexico, Argentina, India, Brazil and China - In China, arrivals have remained muted since the pandemic, with July numbers still 53% below 2019 levels. The visa fee also threatens travel from India, where visits are down 2.4% so far this year, driven by a near 18% drop in students. Tariffs Illegal? - A divided U.S. appeals court ruled on Friday that most of Donald Trump's tariffs are illegal, undercutting the Republican president's use of the levies as a key inter - Trump lamented the decision by what he called a "highly partisan" court, posting on Truth Social: "If these Tariffs ever went away, it would be a total disaster for the Country." national economic policy tool. - So, now it goes to the Supreme Court (non - partisan?) - Talk of the Bond Vigilantes making a move if the tariffs struck down because not much to pay the huge deficit and debt encumbered with new OBBBA   Check this out and find out more at: http://www.interactivebrokers.com/ Speaking of Rates - Since the Powell hint of cuts - rates on the rise - -Longer-Term rates - Mortgage rates are the highest in months and the 10-Yr is at approx 4.30% -- Please note, the Fed controls short-term rates.... Some influence on mortgages due to Quantitative easing, but even if rates are dropped does not mean that longer-dated paper will see a drop in the rates DEE MINIMUM US - The de minimis exemption, which allowed shipments valued under $800 to enter the country duty-free, came to an end globally last Friday.

Alphabet and Apple lead tech stocks higher but the Dow closed lower for a third-straight day. Market analysis with Barbara Doran from BD8 Capital and Keith Lerner, Co-CIO of Truist Wealth. Earnings from Salesforce along with American Eagle, Figma, and C3.AI. DA Davidson's Gil Luria provides immediate Salesforce earnings reaction while BlackRock's Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas, shares the firm's fall investment outlook. Major leadership as C3.AI announces a new CEO, with founder Thomas Siebel and incoming CEO Stephen Ehikian joining for a First On CNBC interview. 

In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives on fiscal largesse, inflation, passive flows, energy markets, U.S. exceptionalism, and the timeless lessons of Buffett and Munger. His insights bridge economic history with today's market realities, giving investors a framework to think about risk, capital allocation, and opportunity costs.Deficits, monetary policy, and why recessions are hard to find todayInflation dynamics and lessons from the 1960s and 1970sThe U.S. government's role in markets (Intel stake, big government policies)American exceptionalism vs. global capital allocation improvementsEarnings quality and the divergence between accounting and economic profitsPassive investing flows, weak competition, and investor behaviorEnergy investing: from fracking bust to efficiency and capital disciplineComparing the AI boom with past manias and capital cyclesSmead Capital's investment process and evaluating “wonderful companies”Buffett, Munger, and the lessons of asset-light vs. capital-intensive businessesClosing insights: why returns on capital matter more than EPS or revenue00:00 – Opening quote and fiscal deficits02:00 – Debt, inflation, and recession risks08:50 – Government stake in Intel & big government era12:15 – U.S. exceptionalism and arrogance17:30 – Earnings quality erosion in U.S. businesses24:00 – Passive flows and human behavior27:30 – Opportunities in energy investing34:00 – Energy buildout vs. AI boom38:00 – Smead Capital's investment process44:00 – Lessons from Buffett and Munger51:00 – Standard closing question

The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.