Podcasts about earnings season

As we close in on year-end, this week's “Henssler Money Talks” tackles three financial decisions that can make a major impact on your long-term plan. First, before you write that last charitable check of 2025, make sure you're doing it strategically. We break down the evolving charitable giving rules—from updated deduction limits to how Qualified Charitable Distributions and Donor Advised Funds can help you give more efficiently. Whether you donate regularly or ramp up your giving at year-end, understanding these rules can help you maximize both your impact and your tax benefit. Next, we dig into a question many listeners are asking: Should you stop saving and pay off the mortgage before retirement? While being debt-free sounds great, it may leave you “house-rich and cash-poor.” We unpack the trade-offs, including how mortgage rates compare to long-term investment returns, the risks of cutting back on 401(k) contributions, and why carrying some debt into retirement may actually support your overall financial flexibility. Finally, we explore the recommended “order to savings”—and why it's not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — November 15, 2025  |  Season 39, Episode 46 Timestamps and Chapters 7:35: Smart Strategies for 2025 Charitable Contributions 21:32: Stop Saving to Pay Off the House? Let's Talk About It.26:58: Your Savings, Your Strategy: Where to Start 38:17: Shutdown Ends, Earnings Season and Selling NVIDIA Follow Henssler:Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/TikTok: https://www.tiktok.com/@hensslerfinancial?lang=enX: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues that massive tech changes require bubbles, and thinks we're a few years away from a potential pop. He discusses the disparity between consumer-focused companies and business-focused companies, noting problems in “lower end consumption” as consumer wallets are pinched.======== 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

12 Nov 2025. Abu Dhabi is building a citywide network of air taxi vertiports, with more than 10 sites planned and the first two ready early next year. We get the full story from Skyports CEO Duncan Walker. Plus, it’s earnings season in the UAE. We break down Q3 results with the C-suites of Fertiglobe, Spinneys, Dubai Taxi Company, and Emsteel.See omnystudio.com/listener for privacy information.

There's been some big moves in some of our largest investments recently, and not in a good way...So let's dig into their latest results and figure out what the market didn't like!---⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to feel confident investing from the UK?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Now, I know that it's not easy to start investing with confidence.We both made mistakes at the start of our investing journeys that cost us thousands of pounds.This is why we poured all the knowledge accumulated over the years into creating the 6-week investing roadmap that we wish we had at the start.We've already helped over 2,500 people feel confident with their investments.

11 Nov 2025. Abu Dhabi Global Market is marking 10 years, but what will the next decade look like? We speak to Arvind Ramamurthy, Chief of Market Development, about ADGM’s growth, its role in the UAE’s financial landscape, and what’s next for the capital’s global ambitions.Plus, Autonomous Week takes over Abu Dhabi, bringing the world’s top mobility and AI innovators together, The Business Breakfast’s Fiona Nicole Mee reports from the event.And in Sharjah, BEEAH Group CEO H.E. Khaled Al Huraimel unveils Khalid Bin Sultan City, the emirate’s new blueprint for sustainable living.See omnystudio.com/listener for privacy information.

In dieser Folge wird's wieder spannend: SHEIN sorgt in Frankreich für Schlagzeilen – nach dem Fund von Sexpuppen mit kindlichen Merkmalen ist die Plattform dort offline.Außerdem sprechen wir über Perplexity, die sich aktuell in einem Rechtsstreit mit Amazon befinden. Der E-Commerce-Riese will verhindern, dass Perplexitys Shopping-Agent und Browser Comet auf dem Amazon-Marktplatz einkauft. Gleichzeitig setzt Amazon mit einer neuen Partnerschaft zwischen AWS und OpenAI ein deutliches KI-Statement – und entlässt im selben Atemzug rund 10 % der Belegschaft.Passend zur Earnings Season werfen wir einen detaillierten Blick auf die aktuellen Quartalszahlen: Wie schlagen sich die großen Advertising-Player Google, Meta, Amazon Ads und Criteo im Vergleich zu E-Commerce-Schwergewichten wie Amazon, Shopify, Zalando und Mediamarkt-Saturn?Außerdem gibt's ein kompaktes Update zu weiteren Branchenthemen rund um Telekom, Nvidia, PayPal, ChatGPT, Google, Target, Amazon, Otto, Meta, Temu, SHEIN, Aliexpress, Whatnot und Reddit.(00:00) Intro(03:07) Frankreich will Shein wegen Sexpuppen-Skandal vorläufig sperren(07:19) Französische Händler demonstrieren gegen SHEIN Store(12:14) Agents Commerce: Amazon verklagt Perplexity(22:58) Amazon streicht 14.000 Stellen(27:07) Earnings Vergleich: Meta, Google, Amazon Ads, Criteo(33:00) Earnings Vergleich: Shopify, Amazon, Zalando, Ceconomy AG(40:15) NVIDIA & Telekom bauen Rechenzentrum in München(42:08) PayPal offiziell in ChatGPT integriert(42:42) Apple überlegt Gemini in Siri zu integrieren(43:49) Gemini wird in Google Maps integriert(45:09) Gerücht: Amazon will Target übernehmen(47:50) Otto holt sich Hermes zurück(48:40) Amazon, Temu & AliExpress global meistbesuchte eCommerce-Plattformen(50:57) EU ermittelt gegen Meta & ByteDance(51:33) WhatNot sammelt $225 Mio. Series F bei $11,5 Mrd. Bewertung(52:21) Reddit ködert Ad-Kunden mit GEO ErfolgMax & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

Singapore’s banking heavyweights, DBS, OCBC, and UOB, have released a mixed set of Q3 results. With margins narrowing, loan growth softening, and provisions rising, what do their earnings tell us about the health of Singapore’s economy and the road ahead for investors? Dan Koh and Emaad Akhtar break down who’s holding up best, who’s under pressure, and what it all says about the next phase of the rate cycle.See omnystudio.com/listener for privacy information.

Jack discusses third-quarter company results, and answers listener questions on index funds and sequence-of-returns risk. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is this the start of a bear market? The signs were absolutely there. What happens if $NVDA can't sell in China? What's wrong with $PSIX? What's a good risk/reward stock? It's all in this episode - a solid fundamental and technical breakdown of stocks and the overall market. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week, we speak with Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Portfolio Manager) about U.S. and European Earnings Season in several subsectors such as IT and luxury.DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you're not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you're approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common retirement pitfalls. 0:19 - Winners & Laggards in Earnings Season 4:30 - Earnings Season Beats Are Not Being Rewarded 9:39 - Time to Think About Taxes and RMD's 14:34 - Changes to RMD Rules 17:16 - Tapping the IRA First 20:01 - Qualified Charitable Distributions (QCD) 22:12 - RMD Deferral 25:43 - The Backdoor Roth 27:00 - Tax Savings with 401k 29:25 - The Retirement "Smile" 32:35 - When's the Best Time to Take RMD? 36:24 - Special Considerations 37:46 - Adulting at the Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- The latest installment of our new feature, Before the Bell, "Earnings Beat, Stocks Drop" is here: https://www.youtube.com/watch?v=6B2pV8tKyHw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Smart or Risky? How Investors Are Adapting to Today's Markets," is here: https://www.youtube.com/watch?v=GyKGGi6LSV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #EarningsSeason #StockMarket #RiskManagement #Investing #RetirementPlanning #FinancialAdvice #TaxStrategy

Netflix's #1 show is full of conspicuous Dunkin logos… Enshittification or ingenious?Earnings season is 60% over, it's the best in 4 years… But twenty somethings aren't celebrating.Neo's home robot is for sale for $20k… but you're helping it as much as it's helping you.Doordash data confirms you're trying to lock down a guy/girl… because toothbrush.$AAPL $CROX $NFLXNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week In the US – a look at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week In the US – a look at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week In the US – a look at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

While there were some hiccups in the start of the earnings season, Marley Kayden and Sam Vadas note many strengths seen in the reports so far. They recap the mega cap prints that include Apple (AAPL) and Amazon (AMZN) Thursday, along with earnings to come on Friday. Something to watch in reports to come: how they carve out a "K-shaped" economy.======== 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

Ivana Delevska joins Diane King Hall at the NYSE to preview the megacap tech stocks reporting earnings this week. She says A.I. has created a positive setup into this earnings season. For Alphabet (GOOGL), Ivana is watching the metrics on Gemini and believes it's the "best positioned" name in the A.I. trade right now. For Microsoft (MSFT), she wants to see how they're monetizing its Copilot A.I. offering to see if it can drive earnings. On Amazon (AMZN), she believes it's a "show-me story" and will be looking for a re-acceleration in AWS growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Global equity markets rallied as optimism around US-China trade negotiations lifted investor sentiment. European trade-sensitive sectors led early gains, while Wall Street closed at new record highs, driven by strong performances in chip stocks. Gold sold off sharply and oil prices dipped. In tech, Qualcomm surged on its AI pivot, while AMD partnered with the US government on supercomputing. Argentina's markets soared following political developments, and Japan signed new trade deals with the US. Joining the show today are Mathieu Racheter, Head of Equity Strategy Research, who shares insights on the unfolding earnings season, and Manuel Villegas, Next Generation Research, who covers the latest developments in crypto assets.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:36) - Earnings Season update: Mathieu Racheter, Head of Equity Strategy Research (09:33) - Latest news on Crypto assets: Manuel Villegas, Next Generation Research (13:20) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

 Think your home's title is safe? Think again. Scammers are stealing property ownership right out from under homeowners—sometimes without them knowing until a foreclosure notice arrives. This week on “Henssler Money Talks,” we uncover the growing threat of home title theft, how it happens, and what you can do to protect yourself. Meanwhile the government shutdown drags into its fourth week, Congress can't seem to break the stalemate, and an Amazon cloud outage exposes the internet's dependence on a few cloud giants. We'll break down what these headlines mean for investors and the markets. Finally with Europe's valuations looking attractive and the euro undervalued, Morgan Stanley sees European equities outperforming U.S. markets in 2026. We'll examine that outlook, discuss ways to gain exposure to Europe, and consider how global diversification fits into a well-rounded portfolio. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — October 25, 2025  |  Season 39, Episode 43 Timestamps and Chapters 6:12: Home Sweet… Stolen? Understanding Title Theft 26:36: Senate Stalemate and Server Crashes 42:51: Going Global: Is Europe Calling Your Portfolio? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Today we dive into earnings season investing secrets. Learn the investing secrets that will grow your wealth as we dive into market analysis highlighting accounting red flags and potential overvaluation risks. Financial engineering often signals late-cycle behavior recessions, though unpopular, are necessary to clear economic “dead wood.” We also examined current earnings trends in the financial sector, technical market patterns like resistance and support levels in small caps and metals, and the importance of balancing fundamental and technical analysis. We also talk investor psychology—how emotion, bias, and sentiment often drive poor timing and decision-making in markets. We discuss...  The Kolbe test, which measures instinctive strengths and natural problem-solving styles rather than personality or intelligence. Businesses use Kolbe results to build better teams by pairing complementary working styles. We also talked current market conditions, drawing comparisons between today's tech boom and the late-1990s dot-com bubble. How Nvidia's vendor financing arrangements resemble accounting maneuvers from the dot-com era, raising concerns about inflated revenues and future write-down risks. The hosts noted signs of late-cycle behavior in markets, including excessive optimism, overleveraged valuations, and creative corporate accounting. Recessions serve an essential economic function by clearing out inefficiencies and “dead wood,” creating healthier long-term growth. A segment focused on earnings season, particularly the uneven performance in the financial sector and what it signals about underlying economic momentum. We analyzed technical market patterns, such as key resistance and support levels in small-cap indexes and precious metals. How gold and silver might act as contrarian signals or safe havens amid market uncertainty. The discussion emphasized the interplay between fundamental and technical analysis, stressing that investors should use both to form a complete market view. They highlighted the danger of emotional decision-making, noting that fear and greed often lead investors to buy high and sell low. The episode closed by underscoring the importance of maintaining discipline and objectivity, especially during euphoric or panic-driven market phases. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/earnings-season-investing-secrets   

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead for Q3 earnings season with a slew of companies reporting today through the rest of the week. Over 75% of the S&P 500 companies that have posted results so far have beaten expectations, and all eyes remain on updates to the government shut down, global trade developments, and the future of interest rate cuts. Email info@shermanwealth.com with questions or inquiries.  Show Notes:

Die Kurse steigen, die Stimmung hellt sich auf. Der Dow Jones gewinnt rund 200 Punkte, der S&P 500 legt 0,6 %, der Nasdaq sogar 0,8 % zu. Anleger hoffen auf starke Quartalszahlen – und darauf, dass der Shutdown der US-Regierung bald endet. Laut Kevin Hassett vom National Economic Council könnte noch diese Woche eine Einigung kommen – ein Signal, das die Märkte beflügelt. Auch die Earnings-Season läuft stark an: 76 % der bisherigen S&P-500-Unternehmen haben ihre Erwartungen übertroffen – mehr als im letzten Quartal. Diese Woche stehen Schwergewichte wie Netflix, Tesla, Coca-Cola und Intel an. Besonders gefragt: Apple. Die Aktie steigt um zwei Prozent, nachdem Analysten wegen starker iPhone-Nachfrage auf „Kaufen“ hochgestuft haben. Die Sorgen um faulen Kredite bei Regionalbanken wie Zions oder Western Alliance lassen langsam nach – beide Aktien erholen sich leicht. Und trotz geopolitischer Spannungen mit China überwiegt zum Wochenstart die Zuversicht. Viele Ökonomen sehen zwar ein kurzfristiges Risiko fürs Wachstum, aber auch das Potenzial für eine schnelle Erholung – falls Washington bald wieder handlungsfähig ist. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Markets found their footing this week as optimism returned over U.S.–China trade talks. With the government shutdown putting key economic data on hold, investors are turning their attention to a strong start for third-quarter earnings.We're also diving into a major regulatory shift under discussion at the SEC, where Chair Paul Atkins says he's “fast-tracking” President Trump's proposal to make quarterly earnings reports optional. Could semiannual reporting cut costs and reduce short-term thinking—or leave investors in the dark? We'll unpack what fewer updates might mean for portfolio transparency and market volatility.Then, we take a closer look under the hood at Tesla. From affordable Model Y releases to ambitious projects like the Optimus humanoid robot, the company keeps making headlines—but does the stock meet the Henssler Investment Criteria? Our experts discuss whether Tesla's innovation justifies its valuation, or if hype is driving the story.And finally, seniors, listen up! Starting in 2025, new deductions could mean big tax savings—but only for the next four years. . We'll share strategies for those over 65, from Roth conversions to charitable giving tactics. Learn how to make the most of the $6,000 per taxpayer bonus deduction, the senior deduction, and your standard deduction while the window is open. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — October 18, 2025  |  Season 39, Episode 42Timestamps and Chapters 7:03: Shutdown Silence, Market Buzz13:07: Transparency or Trouble22:40: Innovation or Overvaluation40:26: The 4-Year Tax WindowFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

What makes capitalism the most successful wealth-building system in history? Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity. Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time. 0:19 - Earnings Season is Underway w 75% Beat Rates 4:49 - Markets Maintain Bullish Trend w Lackluster Conviction 8:23 - The Itch to Twitch w Royalty-free Music 10:04 - The Fed Moves Forward - Net Impact to Bond Market 13:58 - There is No More Liquidity - Effects in Crypto Realm 17:03 - The Danger of Buying Crypto on Margin 19:57 - Leverage Works Worse in Reverse 24:04 - When the Markets Break 29:59 - Capitalism vs Socialism - the path to prosperity 31:49 - Quantifying Capitalism - The Economic Freedom Index 35:22 - Capitalism is Not an Equalization System 38:23 - The Global Decline of Economic Freedom 39:32 - Does Wealth Buy Happiness? 40:58 - Defining the "American Dream" 43:16 - Why Businesses Fail 44:51 - The Savanna Bananas 46:57 - Capitalism Is Not Fair

What makes capitalism the most successful wealth-building system in history?  Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity. Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time. 0:19 - Earnings Season is Underway w 75% Beat Rates 4:49 - Markets Maintain Bullish Trend w Lackluster Conviction 8:23 - The Itch to Twitch w Royalty-free Music 10:04 - The Fed Moves Forward - Net Impact to Bond Market 13:58 - There is No More Liquidity - Effects in Crypto Realm 17:03 - The Danger of Buying Crypto on Margin 19:57 - Leverage Works Worse in Reverse 24:04 - When the Markets Break 29:59 - Capitalism vs Socialism - the path to prosperity 31:49 - Quantifying Capitalism - The Economic Freedom Index 35:22 - Capitalism is Not an Equalization System 38:23 - The Global Decline of Economic Freedom 39:32 - Does Wealth Buy Happiness? 40:58 - Defining the "American Dream" 43:16 - Why Businesses Fail 44:51 - The Savanna Bananas 46:57 - Capitalism Is Not Fair

ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ASML earnings - The Fed moving markets - How the Fed is stuck between a slowing economy and inflation - How we read earnings reports Companies discussed: ASML (ASML). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Yet another tariff headline sent markets plunging to start the trading day, though stocks bounced off session lows. AMD Inc. (AMD) muscled gains on the day thanks to a new chip order from Oracle (ORCL) while its chipmaking peers like Nvidia (NVDA) sold off. Earnings season also kicked off with big banks like JPMorgan Chase (JPM), Goldman Sachs (GS), and Wells Fargo (WFC) posting their quarterly reports. Marley Kayden takes investors through a busy day 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Equities fluctuated on mixed US–China trade signals and a speech by the US Federal Reserve Chair, which suggested that the central bank may be ready to halt balance sheet reduction. This boosted small-cap stocks and non-technology sectors, while robust bank earnings added momentum. Asian markets rose, although China lagged due to data indicating persistent deflationary pressures. Gold reached new highs, whereas oil declined amid supply concerns. Sophie Altermatt, Macro & Next Generation Research, shares our perspective on the tense US–China trade negotiations.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:44) - Developments in China: Sophie Altermatt, Macro & Next Generation Research (10:23) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate. The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup. BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S. Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook. 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.

Overview: Tune into this week's episode of Launch Financial as we discuss updates on the global trade front which rocked the market causing them to retreat last week from record highs. All eyes continue to be on the government shut down along with a strong start to earnings season from large money center banks. For more questions on the state of the economy and inquiries on planning items to tackle in Q4, email info@shermanwealth.com.  Show Notes:  https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2026-including-amendments-from-the-one-big-beautiful-bill  https://www.eventbrite.com/e/barre-financial-balance-sherman-wealth-x-new-ways-barre-tickets-1754110153689?aff=oddtdtcreator 

As the third-quarter equity earnings season begins, we anticipate broadly supportive results, with a strong focus on the ongoing AI investment cycle and commentary from the hyperscalers. While revenue generation will be a key theme heading into 2026, significant execution risks remain despite the expansive opportunity set. Amid growing policy uncertainties in the United States, investors may find merit in diversifying portions of their equity exposure away from the US toward other markets, such as China, Switzerland, India, and Japan, where policy settings appear more favourable. In fixed income, listed corporate credit continues to look attractive, supported by tightening spreads and limited new supply. This episode is presented by Bhaskar Laxminarayan, Chief Investment Officer Asia and Middle East at Julius Baer.

Ahead of Tuesday morning's earnings, JPMorgan Chase (JPM) said it will invest $10 billion in companies the U.S. deems critical to national security, which includes the A.I., defense, and quantum industries. Alexander Yokum is a big bank bull with expected loan growth acceleration and benefits from an interest rate cutting cycle. He adds that consumer spending hasn't shaken, giving bank stocks another reason to push higher. Tom White offers example options trades for JPMorgan Chase and Goldman Sachs (GS).======== 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

Christine Short and Gene Goldman discuss the start of bank earnings season, which kicks off with JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC). They highlight five key themes to watch for: investment banking and trading, net interest income, loan growth, credit quality, and capital deployment. Despite economic uncertainty, consumer and commercial loan growth remains resilient, but signs of stress are emerging in certain sectors.======== 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

This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones' blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn's ETH bull thesis. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD200 for £200 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1Quf3Gf0AY0s6xyHJMmAGZeaZr-quBame/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (03:43) Government Shutdown (05:45) Realized Vol Tailwinds (08:43) Gearing Up for Earnings Season (11:12) Navigating the Melt Up (12:57) VanEck Ad (13:42) It's Okay to Change Your Mind (21:27) Markets Are Political (26:44) The Gold Trade (34:43) VanEck Ad (35:23) The Gold Trade (36:36) AI is the Market (43:53) The ETH Thesis (51:48) Retail Market Evolution (56:41) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome Powell's position. Among the names included: Kevin Hassett, Michelle Bowman, and Christopher Waller. He also touches on what to watch into the start of earnings season next week.======== 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

Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share insights on gold and the Australian dollar, concluding with a discussion on the recent rise in yields of developed market government bonds.Read our latest Weekly Market Outlook report here. Speakers:  Ray Heung, Senior Investment Officer,  Standard Chartered Bank Yap, Fook Hien, Senior Investment Officer,  Standard Chartered Bank 

In this KE Report Daily Editorial, we're joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to discuss market dynamics amid the ongoing U.S. government shutdown and missing economic data. With key reports like jobs and inflation delayed, Joel outlines what's driving markets in the meantime and what could shift sentiment once data resumes. Key Discussion Highlights: No data, no problem? Markets remain steady despite a lack of government reports, with momentum trades and algos leading the way. Earnings season ahead: Big banks kick things off next week, followed by mega-cap tech and retail - with expectations running high given lofty market levels. Tariffs and guidance: Companies may use tariff uncertainty to lower expectations, but actual impacts appear limited so far. AI & government stakes: A new phenomenon - the U.S. government taking positions in tech, healthcare, and resource companies - fueling strong rallies but raising sustainability questions. Sector rotation: Homebuilders slump despite easing rates; value stocks and healthcare catching bids as mega-cap tech momentum fades (except Nvidia). Retail & Robinhood: Retail traders remain dominant. Robinhood's expansion into prediction markets could drive another wave of activity if pattern day trading rules are eased. Stocks / symbols mentioned: AAPL, MSFT, NVDA, ORCL, AMD, INTC, PFE, HOOD, DKNG, PENN, DAL, PEP, XLV   ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Wednesday, October 8th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

“Bull markets don't die of old age.” Jordan Rizzuto looks at the market's latest highs and thinks we can still move higher. He previews the upcoming earnings season, discussing how expectations have risen from the depressed level that the tariffs created. He sees three key drivers of risk: consumer behavior, underlying asset strength, and the market's directional bias.======== 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

“People need to be cautious” about market advice from billionaires, Thomas J. Hayes says. “We're in an information vacuum going into earnings.” He's very cautious on the upcoming earnings season, noting difficult comps in the AI space and decelerating growth overall. “Guidance will have to be sensational…in order for there to be zero impact” on shares. He likes Diageo (DEO) and Estee Lauder (EL).======== 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

Investors' exuberance is fueling this year's stock rally, but will key economic risks dampen the market's mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia's investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there's too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what's going on in the market. Mega-cap tech companies are making huge investments. Where's the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed's next move? Inflation is still not tamed and hovering above the Fed's 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let's timestamp this moment. It's Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there's not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What's the takeaway for investors as we enter Q4?We talked on last week's Investing Insights about inflation. The Federal Reserve's preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that's signaling about the US economy? In this week's Markets Brief column, you highlighted Nvidia's potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week's Markets Brief? Read about topics from this episode.  13 Charts on Q3's Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed's ‘Difficult Situation': Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia's AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia's (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they've made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also likes ServiceNow (NOW), arguing AI can “make their products better.” Other picks include Blackstone (BX), Amazon (AMZN), and more.======== 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

This episode kicks off the broadcast week by diving into the financial markets' current state, despite an impending Federal Reserve announcement. The hosts, Mark Longo, "Uncle" Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi, analyze market movements, with a focus on single-name stocks, VIX, and unusual options activity. The show includes a lively 80s trivia challenge (that quickly veers into 1930s-50s Hollywood trivia), a discussion on the Federal Reserve's potential impact, and a breakdown of trading strategies and market trends. They also touch on the absurdities of the market, such as Elon Musk's stock purchases and the speculative nature of certain "meme stocks." 00:00 Welcome 03:17 The 80s Trivia Challenge 06:16 The Trading Block: Market Analysis 09:59 Fed Speculations and Market Reactions 13:35 Tesla and AI Market Moves 21:12 Options Volume and Hot Trades 26:55 Palantir and SoFi Updates 27:16 Intel's Market Movements 27:45 Amazon and Apple Performance 28:39 Alphabet's Recent Trends 29:14 Open's Market Surge 30:16 Nvidia and Tesla Highlights 31:47 Cracker Barrel and Earnings Season 33:04 Odd Block: Unusual Options Activity 41:44 Rumble Inc. Analysis 47:05 Strategy Block: Fed Week Insights 50:21 Around the Block: Market Watch  

This episode kicks off the broadcast week by diving into the financial markets' current state, despite an impending Federal Reserve announcement. The hosts, Mark Longo, "Uncle" Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi, analyze market movements, with a focus on single-name stocks, VIX, and unusual options activity. The show includes a lively 80s trivia challenge (that quickly veers into 1930s-50s Hollywood trivia), a discussion on the Federal Reserve's potential impact, and a breakdown of trading strategies and market trends. They also touch on the absurdities of the market, such as Elon Musk's stock purchases and the speculative nature of certain "meme stocks." 00:00 Welcome 03:17 The 80s Trivia Challenge 06:16 The Trading Block: Market Analysis 09:59 Fed Speculations and Market Reactions 13:35 Tesla and AI Market Moves 21:12 Options Volume and Hot Trades 26:55 Palantir and SoFi Updates 27:16 Intel's Market Movements 27:45 Amazon and Apple Performance 28:39 Alphabet's Recent Trends 29:14 Open's Market Surge 30:16 Nvidia and Tesla Highlights 31:47 Cracker Barrel and Earnings Season 33:04 Odd Block: Unusual Options Activity 41:44 Rumble Inc. Analysis 47:05 Strategy Block: Fed Week Insights 50:21 Around the Block: Market Watch  

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

This week, the Justice brothers dive deep into Jerome Powell's Jackson Hole speech and what it means for the future of monetary policy. Is the Fed finally ready to cut rates—or is Powell once again too cautious, earning the nickname “Too Late Powell”? Matt and Mark break down Powell's dovish tone, the shift from inflation risk to labor market fragility, and how traders should interpret the Fed's pivot back to flexible inflation targeting. Then, the conversation moves into one of the most important technical developments of the year: multiple-time frame breakouts across the Dow, Russell 2000, and the Equal-Weight S&P. Breadth has returned to the market, strengthening the bull case beyond the mega-caps.  In “Stock It or Drop It,” the guys bring analysis and setups on some of the week's biggest movers: Nvidia, Zoom, Palo Alto, Walmart, Estee Lauder, and more. And in this week's Coaches Corner, they tackle trader lifestyle questions—from how much time you really need to dedicate to trading, to whether copying others' strategies can work, to the eternal debate of luck vs. skill. Insightful, actionable, and always entertaining —don't miss this episode of the Trading Justice Podcast.

Episode 652: Neal and Toby dive into what's behind a string of strong earnings that is shrugging off tariff fears. Then, the SPAC king returns and is seeking to raise $250M for his new SPAC. Also, CLEAR and TSA is piloting biometric tech to help airport screening go much faster. Meanwhile, AI-powered sleep tech startup Eight Sleep is planning to open up retail stores by 2026.  00:00 - Guess what ‘TMZ' stands for 3:00 - Companies are crushin' 7:30 - SPAC King is back 11:30 - CLEAR clearing up airport screening 17:00 - Eight Sleep's big dreams 21:20 - Sprint Finish! LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Submit your MBD Password Answer here: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices