Podcasts about earnings season

The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainder of the year, the broadening of earnings growth and market participation is creating opportunities beyond the dominant AI and technology themes.In this episode, Mathieu Racheter, Head of Equity Strategy at Julius Baer, talks to Helen Freer about the key takeaways from the Q2 earnings season. They explore sector performance, forward guidance provided by companies, the ongoing strength of the AI investment cycle, and the implications of increased competition and monetisation in AI. The conversation also covers the importance of diversification, and how investors can position portfolios for a broader and potentially more volatile market environment into year end.(00:00) - Introduction (00:47) - Key takeaways from Q2 earnings season (02:01) - Sector performance shows broadening growth (03:08) - Forward guidance (04:12) - Evidence of broadening returns (05:13) - The health of the AI investment cycle (06:37) - Volatility in AI-related stocks (07:54) - Monetisation of AI investments (09:18) - Impact of lower cost AI models (10:44) - The case for diversification beyond AI (12:03) - Alternatives to AI across sectors and regions (13:30) - Closing remarks and legal information 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.

Pending home sales fell 2.3% in July with declines in every region, the lowest level since January. I break down what that means for mortgage rates, oil prices, and the Fed heading into today's FOMC minutes.In today's episode I cover:

Chris Marinac, Director of Research at Brean Capital, breaks down Q2 2026 bank earnings with Brian Love of Travillian. Why margin is just a statistic, why deposits still win, where M&A goes next, and how banks are rebuilding their talent pipeline.

The local earnings season is upon us, with a plethora of listed companies due to announce results this month. This will offer some valuable insights into the state of corporate New Zealand and the broader economy, after a mixed bag of indicators in recent months.

Second-quarter mortgage earnings highlighted a widening divide between lenders adapting to a prolonged purchase-driven, higher-rate market, and those struggling with weaker volumes and profitability, reinforcing that the winners will ultimately be the companies that preserve the greatest strategic optionality rather than simply betting on the next rate cycle. Robbie interviews California MBA's Paul Gigliotti on the Western Secondary Conference, and cohesive advocacy efforts. And the podcast closes with why mortgage markets benefited from lowering Treasury yields last week, with Agency MBS posting broad-based gains and spreads continuing to improve, although primary mortgage rates remain near one-year highs, keeping borrowers largely on the sidelines.Thank you to Optimal Blue. Optimal Blue's Profitability Center unifies pricing, hedge performance, pipeline activity, profitability, and market intelligence into one personalized dashboard, giving mortgage lenders faster, more complete insights to make better capital markets decisions.Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

10 Aug 2026. ADNOC Gas has beaten its own guidance with a $665 million second quarter, despite the Strait disruption, and greenlit $8.2 billion of new contracts. We speak to CFO Peter van Driel. Plus, a container of classic Ferraris is stuck off Khor Fakkan for another week. Ryan Hughes of RMA Motors on how shipping delays are reaching Dubai’s luxury car market. We also get an exclusive look at July’s Dubai property numbers with Haider Tuaima of ValuStrat, as the market edges towards stability. And oil is caught between diplomacy and disruption. Robin Mills of Qamar Energy on where the market goes next.See omnystudio.com/listener for privacy information.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt and Rabih look at the latest earnings numbers and what they could mean for market valuations and investors. They unpack a viral claim that Americans spend more on taxes than food, clothing, and housing, breaking down the nuance of the claim and the potential impact for higher-earning dentists. They also review the ADA Health Policy Institute data on dentist confidence including what dentists are saying about practice economics, staffing challenges, and reimbursement pressure. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Jon Quast discuss: - MercadoLibre's rapid revenue growth and contracting margins - Has Unity Software finally turned the corner? - The changing strategy for Celsius Holdings - Applovin's revenue continues to decelerate Companies discussed: MELI, AMZN, U, APP, CELH Host: Tyler Crowe Guests: Travis Hoium, Jon Quast 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

Kevin Hincks starts his day by looking at weakness in the Nasdaq-100 (NDX) pointing to the steep selling in memory stocks like Western Digital (WDC) and SanDisk (SNDK). He discusses the expectations from Wall Street versus the reality of earnings reports and what it all means for stock price activity moving forward. Later, he and Nicole Petallides discuss several headlines impacting today's trading including SpaceX (SPCX) facing its first lockup expiry, Jobless Claims below expectations and the ongoing negotiations with Iran on reopening the Strait of Hormuz.======== 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

04 August 2026. Middle East Film & Comic Con returns to Abu Dhabi in September with an expanded programme and ambitions to surpass last year’s attendance of more than 46,000. Show Director Loy Pinheiro discusses the move from its traditional April slot, the business of staging a major event amid regional uncertainty, and the new attractions aimed at drawing record crowds. Also, the Business Breakfast can reveal that Thrifty Car Rental UAE has secured an exclusive five-year partnership with Etihad Rail, investing more than AED 10 million in first and last mile transport across all 11 stations. General Manager Amit Kumar discusses the initial fleet of 500 vehicles, digital integration with Etihad Rail’s booking platform and how the service will scale as the national passenger network expands. Plus, Alpha Dhabi Holding reported its strongest half-year performance yet, with net profit surging 48% to AED 9.8 billion. CFO Derek Nicholson discusses the AED 3.7 billion boost from investments including SpaceX, Cerebras and Anthropic. Finally, our Summer Strategy series continues with a look at how sport can help Dubai businesses overcome the traditionally quieter summer period. Stuart Gibb, General Manager of JA Sports & Shooting Club, discusses the growing sports-tourism economy and how combining training facilities, hospitality and lifestyle experiences can attract professional teams, corporate groups and families throughout the year.See omnystudio.com/listener for privacy information.

In today's episode, Tyler covers a strong start to the week, from surprising momentum in mega-cap names to double-digit earnings growth, and some fresh all-time highs. We also saw another pivot from Trump on Iran that sent oil prices lower. Tune in as Tyler breaks down the latest on upcoming earnings, the rotational bull market, and why stock resilience continues to defy expectations.

SpaceX headlines one of the busiest weeks of earnings season as investors search for answers on artificial intelligence spending and corporate profitability. Consumer giants and technology suppliers will also help shape market sentiment in the days ahead.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

What to learn from Ron Baron, Retiring in your Fifties, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

What to learn from Ron Baron, Retiring in your Fifties, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and PortfoliosSee omnystudio.com/listener for privacy information.

Cinthia Murphy highlights the latest ETF fund flows as earnings season continues and what investor demand reveals about the market. She also discusses the sectors driving the market and the trends contributing to broadening strength as investors rotate out of the AI trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the OptionsDisclosure 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-explore

The US earnings season suggests companies are successfully defending profits against a difficult macro backdrop, even as weaker revenue beats and deteriorating estimate revisions point to lingering pressure beneath the surface, according to RBC strategists Lori Calvasina and Amy Wu Silverman. They speak with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majority of companies in WTR's universe are set to report — the conversation covers how producers are managing renewed oil price volatility driven by military strikes in the Persian Gulf, the key themes emerging from early reports by Halliburton, SLB, Range Resources, and EQT, and what investors should expect from WTR's coverage universe across oilfield services (Forum Energy, DNOW, Select Water Solutions, NESR), U.S. producers (High Peak, Ring Energy, Prairie Operating, Riley Exploration, W&T Offshore, Evolution Petroleum), and Africa-focused operators Meren Energy and Vaalco Energy. Robertson also addresses M&A activity, free cash flow priorities, and the development drilling catalysts that could drive volume growth into 2027. 

Today, we look at a few things that unfolded late last week in reaction to some of the first big earnings reports of this quarter and preview the week ahead, which is the biggest one for this quarterly earnings cycle. It's a big week ahead for macro as well, as the FOMC, Bank of England and Bank of Japan are all up later this week. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies such as Alphabet that have beaten forecasts have seen declines in their prices after results. Investec Focus Radio SA

Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnergies (TTE) delivers a masterclass in paying down debt. Nestlé (NESN.SW) drops 8%. CME Group (CME) shows what happens when volatility fades. And Novo Nordisk (NVO) squares up to Eli Lilly (LLY) in court over GLP-1 marketing. Then it's over to you. We answer listener questions on what we'd buy in a 30% sell-off, preference shares, Terry Smith selling Wolters Kluwer, the new Amundi all-world SCHD-style UCITS ETF, small-cap dividend payers like Defama (DEF.DE) and Chesnara (CSN.L), and what life actually looks like once the dividends cover the bills. This podcast is for entertainment only and is not financial advice. Read more at https://dividendtalkpodcast.com Want deeper analysis, ad free episodes and more? Check out our premium service for €129 at ⁠dividendtalk.eu⁠Want to talk more about dividends and investing in general?Join the conversation in our community:Discord: ⁠https://discord.gg/xfS35ufm6H⁠Facebook: ⁠https://www.facebook.com/groups/dividendtalk⁠X (Twitter): ⁠https://x.com/European_DGI

Seaport Research's Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 (01:23) Google's Earnings (16:42) Uber's Acquisition of Delivery Hero (28:35) Netflix Earnings: Growth, Content, and AI (39:06) Intel's Revenue Growth and CapEx (45:10) Lockheed Martin's Defense Orders and Market Signals (49:20) Market Top Indicators and Investment Strategies (52:44) Reddit's Data Deal and AI Content Sources (55:18) Bubble Watch ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cooper Howard with Charles Schwab sees strength in the economy overall, though he expresses concerns in the labor market. He talks about the signs of weakness he sees and explains how it correlates to a tight inflation picture, along with ways it shapes the Fed's interest rate outlook. Cooper adds color to the picture in how all the macro developments affect the bond market. ======== 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

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

MRKT Matrix - Thursday, July 16th Dow falls 200 points, tech selling picks up as chip stocks and Alphabet decline (CNBC) US Launches New Strikes on Iran as Hormuz Shipping Traffic Falls (Bloomberg) Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Here's why the housing market is hurting so much this summer (CNBC) Trump suspends teleprompter operator over Kalshi bets allegations, White House says  (CNBC) MLB cracks down on using AI via dugout iPads to help shape in-game decisions (The Athletic) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jay Woods, chief market strategist at Freedom Capital Markets, says that the market has a "Janet Jackson - What Have You Done for Me Lately" attitude, which has made earnings cycles particularly volatile, and he thinks that will be amplified with the earnings on tap right now powering market moves, especially around market misses. While he believes earnings will be strong, he warns in the Market Call that "prices may not follow them," particularly as the market enters its slowest time of the year around a mid-term election cycle. Woods says that the stock market has seen a healthy rotation, but he expects a pullback before a year-end rally; in the meantime, he warns against chasing rallies. Adam Mead of Mead Capital Management and Watchlist Investing — author of "The Complete Financial History of Berkshire Hathaway" — talks about the evolution of legendary investors Warren Buffett and Charlie Munger, how the company they ran is changing with Buffett's retirement and the legacy they will; have in the decades ahead. The new edition of the book was inspired after Mead saw Buffett at Berkshire's annual meeting after the nonagenarian announced his retirement. Plus, Chuck answers a listener's question about hiring a financial adviser and whether working with the brand-name firm that has renewed its nationwide advertising blitz on television would be all that it's cracked up to be. (Spoiler alert: Not exactly.)

Daily Snippet vom 15.07.2026 Die Earnings Season ist in vollem Gange, und der gestrige Tag zeigt alles in einem Bild. Die Banken liefern ein Bombenquartal mit einem Beat nach dem anderen und markieren neue All-Time-Highs. IBM dagegen wird um 25 Prozent zerrissen. Was dieser Kontrast für deine Positionierung bedeutet, ordne ich im heutigen Snippet ein.

On this week's LPL Market Signals, LPL strategists highlight three themes investors should watch this earnings season: The outlook for AI capital investments by hyperscalers, the outlook for refiners amid volatile oil markets, and the setup for big bank earnings this week. Tracking: #1139559

Crude prices surge as President Trump says the US is ‘reinstating' a Strait of Hormuz blockade. Apple sues OpenAI, alleging intellectual property theft, but The Verge's Nilay Patel questions if trade secrets even exist when it comes to AI. Plus, with tech companies trading at peak margins, we set the table for second quarter earnings season with Wolfe's Chris Senyek.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Derek Moore is joined by Mike Snyder and Shane Skinner, looking at the Fed Task force and what that means for how the Fed evaluates inflation data. Plus, Anthropic is the S-1 everyone is waiting for. Later, they talk through a classic head and shoulders pattern than played out in WTI Oil charts, Fed probability of interest rate changes, Fed Minutes, and the generational exchange of free cash flow from hyperscalers to Semiconductor companies. All this and more this week.   The Fed's new Inflation Task Force and what it means for how the Fed evaluates inflation data Anthropic: the S-1 everyone is waiting for A classic head and shoulders pattern playing out in WTI Crude Oil charts Fed probabilities of interest rate changes and the latest Fed Minutes The generational exchange of free cash flow from hyperscalers to semiconductor companies Earnings season kicks off What is an S-1 filing? What is a head and shoulders technical pattern? Which companies are reporting earnings soon?   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

Markets "can't kick the geopolitical risk" heightened by renewed tensions between the U.S. and Iran, says Kevin Hincks. However, earnings from Netflix (NFLX), ASML (ASML), and big banks have potential to breathe new life into Wall Street. However, pressure in AI memory stocks like Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) offer a short-term headwind. ======== 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

Christopher Davis previews a pivotal earnings season, arguing that investors are shifting their focus from AI spending to the returns generated by those investments. He discusses growing scrutiny on Microsoft (MSFT) and Alphabet (GOOGL), highlights value opportunities in ESAB (ESAB) and ONEOK (OKE), and explains why upcoming inflation data could carry more weight than Fed commentary.======== 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

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we discuss how higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures CMR2026-0521-5513952-T

Daily Snippet vom 13.07.2026 80 Prozent der Firmen liefern einen Beat, die Gewinne sind so stark wie lange nicht. Trotzdem werden die ersten Unternehmen nach guten Zahlen abverkauft. Der Grund ist einfach: Ein Beat, der längst erwartet wurde, ist kein Signal. Was stattdessen zählt, erkläre ich im Blog.

Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.

This week in the markets: earnings season begins as investors find more reasons to be cautious; Andy Burnham prepares for his coronation as Britain’s next prime minister; while Kevin Warsh sets out his vision for the Fed to Congress. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

The Dow Jones Industrial Average closed above 53,000 for the first time this week but pulled back in the following sessions. Glenn Dorsey believes the metric still shows stock momentum remains strong. He discusses the economic outlook, earnings season, small-cap growth opportunities, the Fed's next moves, and what lies ahead for 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

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P 500 earnings are expected to soar in Q2. Will these companies see it too?   (0:15) - Finding Strong Investments Heading Into Earnings Season (2:20) - Breaking Down Expected Performance For Upcoming Earnings Season (10:10) - Top Stock Picks To Keep On Your Radar Right Now (21:00) - Episode Roundup: F, W, CSCO Podcast@Zacks.com

Ahmed Riesgo offers more insight into crude oil's spike as President Trump declares the U.S.-Iran ceasefire "over." He explains how the lasting geopolitical tensions impact the upcoming earning season and points to market catalysts to watch for.======== 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

Convexitas CEO Zed Francis discusses the tech-driven market gains of Q2, the Fed's transition, and the growing role of debt markets in financing AI infrastructure. He also warns that elevated valuations could lead to sharp market reactions if earnings fail to exceed expectations.======== 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 Petrides and Christine Short preview bank earnings season, highlighting trading, investment banking, and wealth management as potential tailwinds. They also discuss pressure from credit provisions and net interest margins, with JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) in focus.======== 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

Carreras just posted an 80% profit surge and a $30 share price, but is a buyout next? Dr. Matthew Preston and Dr. Thaon Simms break down what's really driving the numbers, plus seven more JSE stocks worth watching this quarter. From Fesco's record fuel profits to Tropical Battery's failed capital raise, Omni's hurricane fueled growth, and why Elite Diagnostic just hit a fresh 52 week low. If you're holding JSE stocks, this recap tells you what actually matters.Chapters:00:00 Introduction and Market Roundup Kickoff01:51 CARRERAS: The 80% Profit Surge and $7 Billion Revenue Story19:23 Illicit Cigarettes, Vapes, and Could CARRERAS Go Private?33:27 LAB JAMAICA's Streaming Deals With Amazon, Apple TV and Tubi1:14:36 FESCO's Record Year as Middle East Tensions Spike Fuel Prices1:26:50 RPL's 75% Profit Jump and the Yadman LPG Acquisition1:32:34 OMNI INDUSTRIES Profits Double on Hurricane Melissa Rebuild1:46:00 ELITE DIAGNOSTIC Hits a 52 Week Low: What Went Wrong2:00:16 WOODCATS Down Over 20% Since Its IPO2:08:46 TROPICAL BATTERY's Failed $1.79 Billion Capital Raise

Brian Jacobsen and Amy Glaser analyze a weaker-than-expected jobs report and what it could mean for Fed rate decisions, while noting continued stability in wage growth. They also discuss AI's role in both creating and displacing jobs, particularly in professional and business services, before examining market valuations, the upcoming earnings season, and investment opportunities beyond the dominant hyperscaler stocks.======== 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

Episode 304 reunites The Analysts — Remarkable Retail's celebrated panel of Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders — to take stock of retail coming out of earnings season. Steve Dennis and Michael LeBlanc open on the paradox of 2026: results are largely strong, sentiment is dismal. Simeon argues the link between the two is "tenuous at best" — people talk one way and spend another. Neil has the data: roughly 60% of shoppers who expect the economy to worsen still spent more than a year ago, propped up by spring tax refunds that won't repeat. Then the K-shaped economy. Higher-income households drive most of the real volume growth; middle-income shoppers prop up value growth mainly because prices are higher. Sucharita revisits "peak ambiguity" and the "vibe session," noting record sales barely outrun stubborn inflation. The panel unpacks the standouts — Ross's 17% comp, Victoria's Secret up 15% — and debates GLP-1's role in surging apparel and beauty: wardrobe replacement, new confidence, trading up to statement pieces. On turnarounds, Simeon lands the episode's sharpest thesis: brands "ubiquitize" and peak around $3–4 billion in the US. Lululemon got too big, over-distributed, and over-earning — so the bad sales have to "walk out the door" before the brand can re-elevate, the same lens that frames Nike's long reset. He and Sucharita draw the Gap parallel ahead of Simeon's on-stage interview with Mickey Drexler, noting Old Navy now dwarfs Gap itself. Neil makes the case for Macy's under Tony Spring — basics fixed first, satisfaction and visitation improving — while Steve stays skeptical of the pace. Next, the DTC reckoning. Simeon reframes his old "DTC is not all it's cracked up to be" call as "anti-anti-wholesale": outside high-margin luxury, nearly every brand needs a healthy wholesale business — and stores remain the best channel because "the customer is your employee." Sucharita pushes back on the AI narrative, reminding everyone it's far more than generative hype, as the panel digs into why scaled players — Amazon, Walmart, Costco, off-price — keep compounding through retail media, marketplaces, and flywheel economics. It closes on the wealth effect, trillion-dollar market caps, and whether a market correction could rattle high-end spending — then rapid-fire hot takes: brands to watch (Cozey, Ross Stores, Goyard) and what's on each analyst's radar, from inflation and surging oil prices to a quiet "middle of the doughnut" news lull and an election year's hunt for stability. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.