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TheoTrade's Don Kaufman remains bearish on Caterpillar (CAT) even after the stock slipped from its recent all-time highs, as well as Intel (INTC) as it experiences similar price action. However, he offers a bullish take on Starbucks (SBUX). Don offers example options trades for all of his picks while Rick Ducat offers technical analysis of the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Daily Business and Finance Show - Wednesday, 12 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Who benefits as AI data centers create a power shortage? Oracle prepares plans for new round of layoffs this month - report SA analyst upgrades/downgrades: INTC, AMD, ANET, GILD CoreWeave surges after raising FY26 outlook AM Markets Need to Know: Gemini hits 1B users, chip rally, and more Tencent reports Q2 results Situational Awareness stake sends Taiyo Yuden shares soaring Lilly files six lawsuits to crack down on black market retatrutide weight-loss shots Foxconn Q2 profit surges 35%, maintains strong growth outlook on AI demand Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
"Two different stories" are clashing on the crude oil front, says Kevin Hincks, who points to headlines keeping price action unchanged to start the trading day. However, other macro indicators suggest a "favorable" trading environment, noting Nvidia's (NVDA) premarket rally as one that can reenergize Wall Street. Kevin also discusses the Mag 7 company's $500 billion push to back the AI buildout. It comes as Intel (INTC) raises its stock offering to $20 billion from $15 billion. ======== 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
Prosper Trading Academy's Scott Bauer turns to stocks that recently experienced volatile moves, both to the upside and downside. He sees Intel (INTC) as a long-term trading opportunity, believes Uber Technologies (UBER) is experiencing "top-heavy" movement, and highlights a great "entry point" for Apple (AAPL). Scott offers example options trades for his picks while Rick Ducat walks investors through his technical analysis for all three stocks. ======== 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
Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week of economic data. It comes as signs the macro is "not working for the overall market." As for the U.S. and Iran, Kevin talks about how crude oil prices don't create many headaches despite disruption in the Strait of Hormuz. He then turns to equities by discussing Apple's (AAPL) downgrade from Jefferies and Intel's (INTC) $15 billion share sale. ======== 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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcPrepare for Monday‼️ HUGE moves could be setting up in Palantir, NVIDIA, Amazon, Microsoft, Apple, AMD, and Intel.In this OVTLYR OVTLOOK, Chris breaks down the biggest stock-market setups heading into the week—and the signals that could tell us which names are ready to move first.Watch for:• The key levels in PLTR, NVDA, AMZN, MSFT, AAPL, AMD, and INTC• Where money may be rotating next• Which AI and mega-cap stocks have real momentum• What market breadth is signaling before Monday's open• The confirmation levels to watch before taking actionThe goal isn't to chase headlines—it's to spot opportunity before the crowd sees it.Get 14 days of OVTLYR free: https://www.ovtlyr.comNot financial advice. Trading involves risk.#PLTR #NVDA #AMZN #MSFT #AAPL #AMD #INTC #StockMarket #StocksToWatch #InvestingHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan
On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.
Matt Maley highlights Airbnb's (ABNB) strong earnings and guidance as evidence of healthy consumer spending and travel demand. He also points to weakness in MU, AVGO, TXN, INTC and TSM, plus mixed performance from AMZN, MSFT, META and AAPL, as potential warning signs for the broader 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
On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.
Some love it, some hate it. You're probably doing at least part of it wrong, even if you're good at it. Twenty years ago, INTC co-host Ross Bentley was a beta tester for the original version of iRacing, the world's largest online racing sim. Today, he's logged thousands of hours of sim coaching for “real" race drivers both pro and amateur. And he's learned a lot along the way.This started as a simple 101-level chat between Sam and Ross about sim technique. By the end of the show, they'd gone down the rabbit hole with everything from stupid dad jokes to how people learn and Ross's experience using sims to coach a rank amateur onto the podium at a real-life Le Mans.“Bah!” you say. “I like real cars! Real risk and sweat and the smell of gear oil in the morning!” ("Bah!" we say. "We like both!")***IN THIS EP: Where sim racing came from – What kind of equipment do you really need? — Getting used to a sim's lack of feel — Why you're slower in a sim than you are in a car — and more!This show's format rotates weekly, because squirrel. We call this format “DON'T HATE THAT.”This episode was produced by Sam Smith. (With title apologies to Sarah Marshall's excellent podcast, "You're Wrong About.")Thanks, as always, to our friends at BFGoodrich for supporting the show!**Who We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
Balázs Remenyik is a professional sim racer and the official simulator development driver for the Citroën Formula E team. He's also chief instructor at the Speed Secrets Sim Racer Academy, where INTC co-host Ross Bentley is founder and head coach.Sam and Balázs talked earlier this year—Sam called him up to get a pro sim driver's insight into the topics discussed on this week's main-feed show.This is one of the world's best sim racers walking through the basics of digital driving. On top of that, Balász talks about getting started in sims—how he kicked off a hobby that led to a pro career.***IN THIS EP: Does hardware matter? — Why fast drivers in real life are slow on a sim — Tricks of the aliens — Setup and self improvement — Screens versus VR — and more!This episode was produced by Sam Smith. Thanks, as always, to our friends at BFGoodrich for supporting the show!**Who We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up. Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio. Follow @rcwhalen Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)
The 10-year yield is near a 12-month high as the U.S.-Iran war continues to serve as an overhang for equities. Kevin Hincks offers his thoughts on the volatility as crude oil prices remain elevated and tariff developments add more questions to the macro picture. In equities, he talks about the key takeaways from Intel (INTC) earnings and AMD Inc.'s (AMD) climb following updates from its Advancing AI conference. ======== 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
While crude oil prices stay elevated near $90 and inflation keeps investors wary, Alex Coffey makes the case that the current environment isn't as dire as some may believe. However, that depends on the U.S.-Iran war and yields. On the earnings front, Alex highlights Intel (INTC) and the report showing that its turnaround story is shaping up. Deckers Brands (DECK) saw Hoka sales and guidance estimates rise but shares still stepped down from Thursday's close. He also touches on American Express (AXP) and Verizon (VZ). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
"The Intel (INTC) story is largely over," argues Michael Robinson, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from AMD Inc. (AMD) to Vertiv (VRT), and how Intel differs itself from the growing CapEx trends across Big Tech after Alphabet (GOOGL) and Tesla (TSLA) raised investor concerns.======== 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
Marley Kayden highlights Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) earnings this week and explains how CapEx overshadowed top and bottom line beats from two of the three Big Tech firms. ======== 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
"If you're bearish in this market, you're an idiot" The quote is from Josh Brown, but it clearly defines what's going on. The stock market may go down further but when others are fearful - be greedy. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with JUST THIS LINK ONLY CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL GET ACCESS TO THE TOP 2026 2H EVENT FREE ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 EPISODE SUMMARY
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe unthinkable is happening to stocks investors thought were untouchable.Intel, AMD, Tesla, Nvidia, Micron, Microsoft, Google, and Oracle are all sending signals investors cannot afford to ignore. Is this a normal pullback—or the early warning most people will miss until it's too late?In this video, I break down what the market, sector breadth, and OVTLYR signals are revealing right now—and which stocks could be setting up for opportunity versus danger.Get your free 21-day OVTLYR trial: https://www.ovtlyr.com#INTC #AMD #TSLA #NVDA #MU #MSFT #GOOG #ORCL #Stocks #StockMarket #InvestingHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan
Jon Najarian during LA Drive Time @MottekOnMoney @KABCRadio delivering a masterclass. He nailed the $TSLA & $GOOGL trillion-dollar drag on the S&P, flagged Red Sea/Houthi risks, weighed SpaceX- $SPCX Tesla robot synergy, cheered $INTC's post-bell pop, tracked $BTC holding strong, and spotlighted lithium battery plays $QS & $LAC as energy prices climb. Sharp insights, as always because #ITSNOTANOPTION
US and Iran continued to exchange strikes, with CENTCOM conducting a 13th night of attacks on Iranian military targets; US President Trump said Iran wants to reach an agreement but is not yet ready.Iran reportedly rejected a US ceasefire proposal presented by Iraq's PM, while Tehran also refused to amend a separate 10-day ceasefire plan linked to discussions over the Strait of Hormuz.The Trump administration imposed new tariffs of 10-12.5% on imports from 60 countries over claims that they had failed to prevent forced labour.US equity futures are entirely in the green, supported by the upbeat beat mood in Europe while lower oil prices are also supporting indices (Brent -3.5%).DXY rangebound; Antipodeans outperform amid the risk-on tone, while EUR helped by positive flash PMIs.Fixed income benchmarks helped by the lower crude prices.Looking ahead, highlights include US Flash PMIs (Jul), Canadian PPI (Jun). Comments from ECB's Lane. Scope Ratings update on Norway.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling. We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical and Netflix, two high-quality businesses that sold off after earnings for very different reasons. We also discuss Cogeco’s latest results, the challenges facing legacy telecom companies, and wrap up with a cautionary discussion about a viral TFSA strategy that may be riskier than it looks. Tickers discussed: TSM, NVDA, AAPL, AMD, AVGO, INTC, ISRG, NFLX, CGO.TO, BCE.TO, RCI.B.TO, T.TO, QBR.B.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Intel (INTC) shares are more than 25% below its all-time high but up over 330% year-over-year. Tom White shows how substantial the rally has been over recent months to help investors prepare for the legacy tech company's earnings after Thursday's close. He takes the stock's momentum in mind when offering an example options trade for Intel. ======== 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
Big Tech earnings delivered mixed results this week as Alphabet (GOOGL) and Tesla (TSLA) weighed on the sector despite Alphabet's revenue and earnings beat, with investors focusing instead on rising capital expenditure plans. Intel (INTC) stood out with stronger than expected earnings driven by growth in its data center and AI client computing businesses. Defense stocks rallied after strong quarterly results from Lockheed Martin (LMT) and RTX Corp. (RTX), sending both shares sharply higher.======== 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
Jim Thorne previews Intel's (INTC) earnings, arguing that execution—not the headline numbers—will determine the company's future. He explains why investors should focus on AI leaders with strong moats, including Micron (MU), Nvidia (NVDA), and Broadcom (AVGO).======== 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
Intel (INTC) shares have climbed more than 300% over the last 12 months but have fallen 30% from record highs less than a month ago as of Thursday's close. After hours, the legacy tech firm showed AI strength with stronger-than-expected earnings and guidance that surged past Wall Street's estimates. Marley Kayden, Sam Vadas, and Jeff Pierce parse through the report that helps reinforce Intel's comeback story. ======== 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
Once, Ashley Baily was a pastry chef. Now she's the 26-year-old, Daytona-winning tire chief for an IMSA Corvette team. Landing that leap took guts, passion, and five years of working two demanding jobs at once.(Plus cake. There was a silly amount of cake.)Want a job in pro racing? If you're ready to knuckle down and work like hell, it's closer than you think. This episode is the latest installment in our HOW I GOT HERE series—a dive into just what it takes to land a career in professional motorsport. We asked Ashley for her story. (We also asked about cake. Because cake.)Fun fact: INTC co-host Jeff Braun is the competition director for Ashley's IMSA team, 13 Autosport. After more than 40 years in pro racing, from Le Mans to stock cars and beyond, Jeff says Ashley is the best tire specialist he's ever worked with.This episode was produced by Sam Smith. Thanks, as always, to our friends at BFGoodrich for supporting the show!***FREE 115-page BFGoodrich High-Performance Driving Guide written by Ross Bentley:https://www.bfgoodrichtires.com/auto/learn/performance-driving-guideWho We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
10 Hacks for the stock market that I use regularly. I'll have all the links in the FREE newsletter FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with JUST THIS LINK ONLY CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL GET ACCESS TO THE TOP 2026 2H EVENT FREE ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 EPISODE SUMMARY
Are the mega-caps officially a buy? We're breaking down the valuations, moats, and hidden risks for every Magnificent Seven stock. 00:42 Why Mag Seven Now 05:04 Market Benchmark Setup 05:38 Alphabet AI Optionality 13:40 Apple AI Strategy 21:10 Amazon AI Adjacent Case 35:18 Nvidia Expectations Shift 40:22 Index Fund vs Stock Pick 44:28 Meta Bear Case 51:34 Tesla Hype vs Reality 55:44 Microsoft Copilot Monetization 01:00:23 Portfolio Contest Callback 01:02:32 Buy or Short Mag 7 Companies mentioned: AMD, AMZN, AVGO, GOOG, GOOGL, INTC, MSFT, NVDA, TSLA Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. How Intel extends its reach into the total addressable market is what he will turn to as the most important metric when it reports.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
INTC's Jeff Braun had to do it. Just a few weeks ago, only a few hours into that epic race, with a car still fast and healthy.The 24 Hours of Le Mans. A GT3 Corvette. Months of fighting just to make the grid. Maybe you'd make the same decision—pull into the garage, start packing for home. Maybe you'd double down, scarf a bucket of croissants, have the guys strap in and send it. We're all different.INTC co-host Jeff Braun has spent decades in pro road racing. He's won Daytona, Sebring, and championships. He came back from this year's Le Mans looking forward, as he always does. So we talked about that, and about what happened in France. And how you learn to keep your head up when all your plans go up in smoke.This show changes format weekly, because squirrel. We call this format “RIPPED FROM THE HEADLINES.”This episode was produced by Sam Smith. Thanks, as always, to our friends at BFGoodrich for supporting the show!***FREE 115-page BFGoodrich High-Performance Driving Guide written by Ross Bentley:https://www.bfgoodrichtires.com/auto/learn/performance-driving-guide***Who We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
Jobs report out a day early and a little soft. New revelation about data-center capacity smack tech shares. June ends on an upbeat note – July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign. Check Out EuroPacific Asset Management Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (SLV), (BTCUSD), (GOOG), (MU), (INTC), (META), (ORCL)
Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting stocks. He's looking for Intel (INTC) to solidify its place through more partnerships. On Nvidia, Stephen explains how the company's Vera Rubin chip signals the first significant step of cutting AI costs.
If it wasn't apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom's investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm's new chips come from?- IBM's new less-than-nanometer chip design- Nuclear power's getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: 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
LIVE from a Porsche Club of America weekend at Grattan Raceway on June 13, 2026! *Want the INTC gang to come to *your* event and tape a show? Drop a line – INTCPod@gmail.com !*Two weeks ago, Ross and Sam went to a PCA track weekend to coach, tell stories on a podcast, and hang out. This is the stories bit — Saturday night, live from the paddock, a series of definitely plausible tales from our hosts' long careers in motorsport and car journalism. PLUS: Audience questions, tangents, and Sam has candy (for some reason)!*Questions Answered in This Episode: How did Ross—one of the world's top performance coaches and a sports-car champion, learn to drive and coach? — Which car did Sam get into as a journalist where he thought, “This is gonna kill me”? — Why were Ross and NASCAR legend Bill Elliott in the same car at the same time, sideways and backward, collapsing in laughter? — And more! *This show changes format every episode, because squirrel. This format is a new one—we call it “LIVE FROM THE WESTERN-MICHIGAN BUDOKAN."This episode was produced by Sam Smith. ***Special thanks to the PCA's Rally Sport Chapter for the invite and the hospitality, and for eating all those Haribo bags we left behind.As always, thanks to our friends at BFGoodrich for supporting the show! **Who We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html
Monday's trading session shows signs of weakness, though StocksToTrade's Tim Bohen sees Wall Street staying resilient and points out opportunities he likes in several corners of the stock market. He sees Intel (INTC) continuing bullish momentum, Citigroup (C) holding its upside trend into earnings, and Butterfly Network (BFLY) as a volatile opportunity following its Midjourney collaboration. Rick Ducat offers his analysis of key support and resistance levels in the stock charts. ======== 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
On this week's program, we focus on the best performing stocks in the S&P 500 year to date, top Quantum Computing Stocks to watch right now, and unique ways to structure a monthly income stream for retirement.
Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25, and GLM-5.2 grabbed the open-weights crown. Intel's stock jumps 10.64% after Trump said "Apple has agreed to work with Intel to design and build its Chips in America"; INTC is up 520%+ in the past year (CNBC) Filings: Waymo pulls its ~4K robotaxis from highways after finding 13+ instances of the cars driving into highway sections under construction (TechCrunch) Rockstar Games announces that pre-orders for Grand Theft Auto VI will go live on June 25; TTWO closed up 4.93% (Kotaku) GLM-5.2 is the leading open weights model on Artificial Analysis' Intelligence Index, scoring 51, only behind Fable 5's 60, Opus 4.8's 56, and GPT-5.5's 55 (Artificial Analysis) GLM-5.2 becomes the top open-weight model on Artificial Analysis (Implicator) Longreads Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (WSJ) AI Is Splitting the Job Market in Two, PwC Study Shows (Bloomberg) Apple's weird anti-nausea dots cured my car sickness (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
It's a busy start to Thursday ahead of a long weekend, as Tom White outlines the key movers just ahead of the opening bell. Fed Chair Kevin Warsh's commentary on interest rates Wednesday sent markets plunging and yields spiking, as Tom explains how Warsh "changing the narrative" for the FOMC is important for markets. It comes as crude oil falls to early March lows as details emerge on a U.S.-Iran memorandum of understanding. Tom then turns to comments from President Trump on a deal between Intel (INTC) and Apple (AAPL), along with SpaceX's (SPCX) volatile week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Fed held interest rates steady this week, but markets later declined as half FOMC members projected at least one rate hike before end of year. Intel (INTC) rallied after announcing it's ready to run the most recent versions of its chip manufacturing process and a potential partnership with Apple (AAPL). SpaceX (SPCX) stayed in front and center after coming off a historic IPO last week. Marley Kayden runs through the top stories of the holiday-shortened trading week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SUMMARY DEL SHOW Futuros suben este jueves recuperándose de la caída de ayer, después de que la Fed mantuvo tasas sin cambios pero sorprendió con un tono más hawkish en su primera decisión bajo Kevin Warsh. $INTC sube 9% en premarket tras confirmarse que $AAPL se asocia con la compañía para fabricar chips de forma doméstica, impulsando a todo el sector de semiconductores. $QBTS avanza con un nuevo simulador de computación cuántica, mientras Wegovy oral gana terreno en las prescripciones de $NVO y $CI recorta cobertura de GLP-1 para sus empleados.
Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" company as it remains in the epicenter of the AI trade and carries substantial market momentum. Ivan also makes the case for Intel (INTC) as builds up its rebound story. ======== 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 memorandum of understanding may not be as understood by President Trump as expected. Tom White talks about the words from the administration signaling a possible reignition of conflict. The Fed's interest rate decision Wednesday is another macro mover that will be divisive, as new Fed Chair Kevin Warsh has to set the table for FOMC expectations moving forward. In equities, SpaceX (SPCX) continues to dominate headlines as post-IPO optimism blasts off. Tom also talks about Intel's (INTC) rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The FOMC unanimously voted to hold its interest rate target unchanged, and Kevin Warsh said, "the Fed will deliver price stability." Intel (INTC) announced trial runs of its most advanced chip node and Microsoft (MSFT) reportedly is in discussion with Oracle (ORCL).======== 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
Brendan Burke says now is the time for tech, and Intel (INTC) has a growing role in the AI buildout. He believes current CEO Lip-Bu Tan will turn Intel into a core collaborator with AI hyperscalers that serves as a compelling foundry alternative to TSMC (TSM). Brendan also expects Intel to serve as a strong inferencing and CPU manufacturer as spending for AI accelerates. ======== 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
It's another mythbusting episode! Ten classic racing myths, ten rapid-fire shoot-downs, no prisoners whatsoever.Your answers, as always, come from INTC's resident paddock veterans: Jeff Braun is a champion IMSA engineer with time in IndyCar and NASCAR. Ross Bentley is a former IndyCar driver and sports-car champion turned world-renowned performance coach and author. This show changes format every episode, because squirrel. This format is a new one—we call it “THE FASTEST LISTICLE IN SPORTS.”***FREE 115-page BFGoodrich High-Performance Driving Guide written by Ross Bentley:https://www.bfgoodrichtires.com/auto/learn/performance-driving-guide***This episode was produced by Sam Smith. As always, thanks to our friends at BFGoodrich for supporting the show!**Who We Are + Spicy Merch:www.ItsNotTheCar.com**Support It's Not the Car:Contribute on Patreon www.patreon.com/notthecar**Topic suggestions, feedback, questions? Let us know what you think!INTCPod@gmail.com**Check out Sam's book!Smithology: Thoughts, Travels, and Semi-Plausible Car Writing, 2003–2023**Where to find us:https://www.instagram.com/intcpodhttps://www.instagram.com/thatsamsmith/https://www.instagram.com/j.v.braun/https://www.instagram.com/rossbentley/https://rossbentley.substack.com/https://speedsecrets.com/**ABOUT THE SHOW:It's Not the Car is a podcast about people and speed. We tell racing stories and leave out the boring parts.Ross Bentley is a former IndyCar driver, a bestselling author, and a world-renowned performance coach. Jeff Braun is a champion race engineer. Sam Smith is an award-winning writer and a former executive editor of Road & Track magazine.We don't love racing for the nuts and bolts—we love it for what it asks of the meatbag at the wheel.New episodes every other Tuesday.
Ben and Tom discuss Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and its integration with Clayton Homes for the Sunbelt first-time buyer market, and Nvidia's entry into the Windows PC market with the RTX Spark Superchip in Dell and Lenovo laptops, sending INTC, QCOM, and AMD shares lower.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week’s guest: Wesley Gray – Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children. Follow @alphaarchitect Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (SPY), (RKLB), (DELL), (INTC)
Comin' at you LIVE from SPOTIFY STUDIOS in NEW YORK CITY! So please excuse Ben being blurry. Anyway this week we're analyzing the quarterly filings of the biggest names in finance, including and especially our dear old president. Surely there's nothing sketchy going on! Watch and decide for yourself. Also our newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! NEW MERCH OUT! Get 10% off when you sign up and also get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= ***Go check out Ben's movie podcast! https://www.youtube.com/@UCtwCDeHuJTBWUkeQKlLeXhA **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ SUPERPOWER: Head to https://superpower.com and use code BAES at checkout for $20 off your membership. Unlock your new health intelligence with 100+ biomarkers tested every year. MUDWTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code BAES at https://mudwtr.com/BAES ! #mudwtrpod QUO: Try QUO for free and get 20% off your first 6 months at https://www.quo.com/BAES TIMESTAMPS: 00:00-08:15 Intro, Spotify logo, our shirts, plane crash, crine 08:15-15:25 Leopold's trades, everyone is wrong, Logan brothers 15:25-17:36 Superpower ad 17:36-31:08 Trump's filings, blind trust, who is trading for Trump, pumping Dell 31:08-33:36 Mudwtr ad 33:36-39:00 What Trump owns, Palantir, MAGA's perspective 39:00-45:35 Ben's Jr. impression, MSNBC moms, sk8er boi, lawfare 45:35-47:10 Quo ad 47:10-56:00 the MAGA slush fund, Obama did it, Jan 6ers, sympathy for congress 56:00-1:04:00 lawmaker salaries, Cramer's response to $INTC and Trump, Pawnstars guy 1:04:00-1:17:17 Elon trial update, China trip, Trump with an alien __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices
One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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