Podcasts about earnings season

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

Earnings season guides risk appetite and credit conditions that affect hiring, pricing, and financing decisions for founders. Analysts focus on reported results and forward guidance, with consensus from firms like FactSet and Bloomberg setting expectations. Large banks such as JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup provide early signals on credit availability and consumer health. Consumer, transportation, and logistics companies including PepsiCo, Procter & Gamble, Delta Air Lines, United Airlines, UPS, FedEx, and Union Pacific indicate demand, costs, and supply chain direction. Technology leaders Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Nvidia shape views on AI spending, cloud trends, and capex. Federal Reserve policy under Chair Jerome Powell frames how guidance influences valuation multiples and corporate investment plans. Founders can use these signals to adjust budgets, headcount, cash forecasts, and financing strategies.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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

A rough Wednesday on Dalal Street, a slipping rupee, TCS on the clock, a Japanese watchmaker's India play, and a packaging loophole that let counterfeit medicines pass as real. Nelson John breaks down five stories that matter, in plain language, in about ten minutes. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

SpaceX enters the Nasdaq One Hundred this week while earnings season gets underway with results from Pepsi and Delta Air Lines. Investors will be watching for fresh clues on technology, consumer spending, and the broader economy.>>> 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.

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

In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down the ongoing tensions and the deals taking shape between the US and Iran, and why that has sent oil tumbling back down toward normal levels. We talk through how that drop is already giving the economy some breathing room, and why cheaper oil tends to work its way through almost everything else over time. That ties straight into earnings season, which is right around the corner. We get into how lower oil could ease costs for a lot of companies as they head into reporting, and why this is one of the bigger reasons there is real anticipation that inflation could start cooling as those savings ripple through industry after industry. As always, we keep you up to date on the AI revolution, because the story seems to shift every single week. We go through the various industries and companies in the middle of it all, where things have been heading, and the trends we are watching most closely right now to help make sense of the bigger picture. It is an information-packed episode, and we close it out with a couple of planning strategies that can help take your finances to the next level. This is the kind of complete, coordinated planning that sets us apart, and it all starts with the free financial plan we offer to everyone, whether you become a client or not. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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.

    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors 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 full show notes at https://moneytreepodcast.com/strong-earnings-season-817 

With earnings season half over, what are companies signaling? Join us for insights on corporate earnings, market trends, and the latest from the Fed.  #mutualfunds #assetmanagement #finance Investors should consider a fund's investment goal, risk, charges and expenses carefully before investing. The prospectus contains this and other information about the fund and can be obtained at www.aristotlefunds.com. It should be read carefully before investing.Investing involves risk. Principal loss is possible.Foreside Financial Services, LLC, Distributor.

Chris Maxey of Wealthspire says corporate America continues to show impressive strength this earnings season, with growth extending far beyond just the biggest AI-driven names.While artificial intelligence remains the dominant market theme, Maxey notes that earnings growth has been broad-based across companies of all sizes. Despite elevated valuations among mega-cap stocks, he believes strong jobs data, resilient retail sales, and a potential easing of tensions with Iran could keep market momentum intact.Maxey also sees opportunity in small- and mid-cap stocks, arguing their lower valuations could position them to benefit if the rally broadens out.======== 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

A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop's proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop's $100 billion market cap ambition-The potential acquisition of eBay-Anthropic's rumored interest in Atlassian-Other software companies that may be attractive targets-Hidden gem lessons from Berkshire HathawayCompanies discussed: GameStop (GME), eBay (EBAY), Atlassian (TEAM), Berkshire Hathaway (BRK.A)(BRK.B), United Rentals (URI)Host: Jon QuastGuests: Travis Hoium, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Learn more at http://www.fidelity.com/TraderPlus Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Learn more at https://www.clearbridge.com/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here. Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald's earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on “Henssler Money Talks,” the hosts begin with the latest market developments, breaking down a fresh round of Big Tech earnings and the Fed's decision to hold rates steady as investors look for clues on what comes next. From there, the conversation turns to artificial intelligence—one of the largest investment themes in today's market—as the team explores the growing demands on energy and infrastructure, the environmental impact of data centers, and whether the pace of the AI buildout may begin to shift.They also tackle a question many homebuyers are facing right now: how much house is too much? Just because you can qualify for a certain price doesn't mean it fits your broader financial life, and stretching for a home can come with trade-offs that aren't always obvious upfront. Finally, they revisit the classic 60/40 portfolio—why it's taken criticism in recent years, where it may still hold value, and why a needs-based approach focused on timing, liquidity, and real-world spending goals may offer a more practical path forward than any one-size-fits-all allocation.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 — May 2, 2026  |  Season 40, Episode 18Timestamps and Chapters8:29: Earnings Roll In, Fed Holds15:36: AI's Buildout: Big Tech, Big Power, Bigger Questions 35:22: Approved Doesn't Mean Affordable48:13: 60/40 Isn't Dead—But It's Not the PlanFollow 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/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy's rise and whether there's risk in energy today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Spotify and streaming prices and ads- Robinhood and SoFi drop- Bloom Energy and the AI energy bubbleCompanies discussed: Spotify (SPOT), Netflix (NFLX), Robinhood (HOOD), SoFi (SOFI), Bloom Energy (BE).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi WaterworthAdvertisements 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

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead with teh Federal Reserve kicking off their FOMC interest rate meetinng, inflation data, and the Magnificent Seven reporting earnings. All eyes look to the markets just off record highs as we await more economic clarity.  Show Notes:

Markets gear up for a wave of major earnings this week as trillions in market cap prepare to report. John Belton of Gabelli Funds previews the stakes for markets as earnings season ramps up. Anastasia Amoroso of Partners Group and Bob Elliott of Unlimited debate the outlook for markets, earnings, the Fed and policy risks. Healthcare moves into focus as Angelica Peebles reports on a potential new frontier in heart attack treatment while Goldman's Asad Haider looks ahead to pharma earnings like Lilly and Merck and what investors should expect. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG).Dividend hikes covered: Parker Hannifin (PH) +11%, Nasdaq Inc. (NDAQ) +15%, Otis Worldwide (OTIS) +4.8%, Qualcomm (QCOM) +3.4%, Air Products (APD) +1.1%, IBM +0.6%.Then 20 listener questions such as DRIP strategy, milestone celebrations, renewables vs. oil and gas, European dividend stocks Americans overlook, withholding tax, using AI in your investment process, insurance entry points, Rubis (RUI.PA), and whether Wero poses any real threat to Visa (V) and Mastercard (MA).Join us :Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

What's fueling Wall Street's optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market's fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter. What War? US Stocks Hit Record Highs   On this episode: 00:00:00 Welcome 00:01:20 Markets' Response to the Iran War 00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock 00:04:50 Earnings Season and Investor Sentiment 00:05:49 Big Tech Crosswinds and the Bond Market 00:09:04 Concerns About Private Credit Markets 00:11:07 Inflation, the Fed, and Leadership Transition   Watch more from Morningstar: Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? These 8 Funds Could Help Steady Portfolios During Rough Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss: The biggest surprises from Tesla's earnings report and call. Earnings from IBM, Texas Instruments, and GE Vernova. Why Progressive is down by more than 20% from the highs. Companies discussed: TSLA, IBM, TXN, GEV, PGRHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon 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

Today, a brief look at waking up this week to the latest headline risks from the Hormuz Strait, which have only weakly impacted US equity futures, while European equities are weak out of the gate to star t the week. Elsewhere, we delve into key earnings reports last week from the big US banks, European luxury makers and Netflix and upcoming earnings this week, including Tesla and Intel, all with Saxo Equity Strategist Ruben Dalfovo. Also, a look at confusing incoming US labor market and other data and more data on tap tomorrow, a look at the US dollar's status and more. Today's pod was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Ruben's post on Oil, EV batteries and a cheaper Tesla: the next phase of the EV race Thoughtful Money podcast interviews a US freight market expert: early signs of a US manufacturing renaissance? On the Iran War, James E. Thorne says Iran is unraveling, not winning, and discusses the implications of this war. Michael Green has a catch-all post discussing Iran War, taking non-alarmist angle on crude oil outlook, the divergent outlook in the US for Services (negative) relative to manufacturing (positive) and more. (One-off free post option if you haven't subscribed yet)   About twice per week, you will also 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.

Jobless claims coming in slightly under Wall Street estimates add to Kevin Hincks's perspective that markets will remain resilient despite trading at all-time highs. However, have one eye on headlines, as developments between the U.S. and Iran can rattle forward price action. Kevin adds that big bank earnings offer further confidence that this earnings season will be a strong one as the Mag 7 readies to report. ======== 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

There could be big changes coming to longstanding bank regulations. With earnings season heating up, the discussion over capital rules is back in focus.    Credit Currents is on the ground in Washington, D.C. as the world's top policymakers and regulators attend meetings with the World Bank, International Monetary Fund (IMF) and Institute of International Finance (IIF).    We unpack what looser capital requirements could mean, the implications for credit, and how regulators and the US Federal Reserve are responding.    Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody's Ratings   Guest: Megan Fox, Associate Managing Director, Financial Institutions Group, Moody's Ratings   Related Research:  Banks – US – Proposed changes to risk-based capital requirements will likely be credit negative 18 March 2026 Banks – US – New philosophy of US banking supervision and regulation is credit negative 23 March 2026 Banks – US – A policy shift on liquidity regulation would have mixed credit implications 13 March 2026 Banking – US – Solid bank results likely in 2026, though sensitive to widening tail risk 16 March 2026 © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today's show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX's upcoming IPO.Jon Quast, Rachel Warren, and Jason Hall discuss:-Goldman Sach's Q1 2026 financial report-Economic trends to watch during earnings season-The impacts from new U.S. blockades-A listener question about SpaceX and major stock indicesCompanies discussed: Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Cheniere Energy (LNG), S&P Global (SPGI), Nasdaq (NDAQ) Host: Jon QuastGuests: Jason Hall, Rachel WarrenEngineer: Bart Shannon 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

Bank earnings start the reporting season with Goldman Sachs today and several other large firms tomorrow. This could attract some focus away from the war and oil prices. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to the Trading Justice podcast as Matt and Mark break down a market being driven by geopolitical tension while quietly shifting underneath the surface. War headlines continue to dominate sentiment and take up the oxygen in the room, but the technical structure is beginning to change. After weeks of downside pressure, the market is showing signs of balance with improving support and a shift in behavior that could open the door to a new phase. The conversation then turns to earnings season, where expectations remain strong despite uncertainty.