Podcasts about Jefferies

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

Joining us for this episode is Leanne Jefferies, Vice President of Strategic Accounts at OEC. Leanne has been on the front lines of OEM certification for years and brings a unique perspective on how shops can not only achieve certification—but truly leverage it as a strategic business advantage. We'll talk about how certifications have expanded from luxury-only to mainstream, how they're adapting for the EV era, what the investment and ROI really look like, and how certified shops can better serve consumers, insurers, and their own teams. Connect with Leanne: Social: https://www.linkedin.com/in/leannejefferies/ OEC's Certified Repair Network (CRN): https://oeconnection.com/products/oec-certified-repair-network/ Collision Performance Network (CPN): https://oeconnection.com/products/cpn/ Canadian OEM Certification – Certified Collision Care:  https://certifiedcollisioncare.ca//canada Electric Vehicle Handling Qualified (EVHQ): https://oeconnection.com/products/evhq/ CRN Coaching:  https://oeconnection.com/products/quality-coaching/     This episode is sponsored by: asTech asTech is dedicated to safety, precision, and innovation in vehicle diagnostics. With industry-leading scanning and calibration solutions, asTech ensures every repair meets OEM standards, enhancing safety and customer satisfaction. Continuously testing and scanning new vehicles, asTech refines its technology to stay ahead of modern repair challenges. A tool stack covering 40+ brands and a network of 400+ ASE and I-CAR certified technicians provide fast, accurate diagnostics that maximize efficiency. asTech—driven by precision, powered by safety. Visit https://astech.com/ today or call 1-888-486-1166.

Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector.Coreweave and Cisco report. Evercore's Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital's Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave's first report as a public company. We also take a look at eToro's IPO and what it means for other companies considering going public.  Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies. 

The board for Tesla (TSLA) has formed a committee to explore CEO Elon Musk's pay package that includes potential for new stock options. Diane King Hall points to Tesla's stock, adding onto its extensive month-to-date rally, though valuation can clash with price action. American Eagle Outfitters (AEO) sold off after withdrawing its 2025 guidance. Diane then turns to PVH Corp. (PVH) as a bright spot in retail following its upgrade from Jefferies. ======== 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

Send us a textIn this honest and energizing conversation, Ann Marie sits down with 64-year-old Australian naturopath, speaker, and wellness rebel Jennifer Jefferies – aka @presentdaywisewoman – to talk about how women can embrace midlife and menopause without fear, extremes, or pharma dependency. Jen brings over 30 years of clinical experience, a surfboard, and a no-BS attitude to the conversation. Once a burned-out pharmaceutical rep, she made a full 180 after hitting the wall in her 20s and rebuilding her health using naturopathy, Traditional Chinese Medicine, and her beloved “bare-ass minimum” (BAM) approach to wellness.This is a must-listen episode for any woman feeling confused, overwhelmed, or exhausted by the barrage of menopause messages out there.Highlights include:Why we're told menopause is a disaster – and why it doesn't have to beHow adrenal burnout is at the core of crappy perimenopause (even if your doctor won't admit it)The truth about estrogen “deficiency” and why we're not meant to keep producing it foreverWhat Western medicine gets wrong about hormone therapyThe rise of adrenal fatigue in the pandemic aftermathJen's Bare-Ass Minimum Plan to restore vitality, joy, and hormonal balanceWhy she swears by: going to bed before 10 p.m., eating close to nature 80% of the time, and having fun – yes, fun!What happens when we stop outsourcing our health and tune into our own wisdomAbout Jennifer Jefferies:Jennifer Jefferies is a veteran naturopath, speaker, author, and wellness educator with over three decades of clinical experience. Based on the Gold Coast of Australia, she's known for her refreshingly simple, radically realistic, and unapologetically fun approach to health and aging. She surfs at sunrise, gardens in her downtime, and helps women around the world step into their power.Where to find her:IG @thepresentdaywisewomanLearn more: jenniferjefferies.comAnn Marie's Takeaway:If you've been overwhelmed by the ever-moving bar of “what you should be doing” in midlife – from maxing out protein to lifting impossible weights – this episode is your permission slip to reset. Jen's message is simple: go back to basics, listen to yourself, and live from a place of prevention. Episode sponsor:Thanks to Menolabs for sponsoring this episode. Use code HOTFLASH20 for 20% off at menolabs.comJoin the Hotflash inc perimenoposse: Web: hotflashinc.comNewsletter: Hotflash inc. on SubstackTikTok: @hotflashincInstagram: @hotflashincX: @hotflashinc Episode website: Hotflashinc Listen on: Apple Podcasts | Spotify | Google Podcasts | YouTube | Substack See hotflashinc.com/privacy-policy for privacy information

Adam Crisafulli of Vital Knowledge and Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, break down the market action after the Fed left rates unchanged and a fresh wave of earnings. ARM and Skyworks report as semis stay in focus. Fed deep-dive with BNY Investments' Vincent Reinhart and Jefferies' David Zervos after fresh commentary from Fed Chair Powell. Jon Breaking down ARM's quarter with Benchmark analyst Cody Acree. Our Sara Eisen has an exclusive interview with Citadel CEO Ken Griffin on the markets, monetary policy, and Trump vs. Harvard. 

Hour two of Larry Conners USA: RUMBLE: https://rumble.com/c/c-1568182 WEBSITE: https://www.larryconnersusa.com/ FACEBOOK: https://www.facebook.com/larryconnersusa NEWSTALK STL: https://newstalkstl.com/larry/ The post Hakeem Jefferies Blames President Trump For Communication Failures At Newark Airport / 7P LC-USA 5-6-25 appeared first on Larry Conners USA.

One of TV's most iconic set designs didn't just look futuristic—it functioned like the real thing. Matt Jefferies' vision for the U.S.S. Enterprise bridge was both cinematic and sensible, blending style with storytelling utility. This week, Ben Robinson returns to The Trek Files to explore two of Jefferies' original design documents and reveal the real-world engineering and aviation influences that helped shape Star Trek's most legendary interiors. Document and additional references: Matt Jeffries bridge designs - 1964 Sponsored by  - Bold Bubbles The Trek Files Season 13 on Memory Alpha All episodes and documents: The Trek Files on Memory Alpha Visit the Trekland site for behind-the-scenes access and exclusive merchandise. The conversation continues on Discord with live chats and the Roddenberry Podcasts community! Join today!

One of TV's most iconic set designs didn't just look futuristic—it functioned like the real thing. Matt Jefferies' vision for the U.S.S. Enterprise bridge was both cinematic and sensible, blending style with storytelling utility. This week, Ben Robinson returns to The Trek Files to explore two of Jefferies' original design documents and reveal the real-world engineering and aviation influences that helped shape Star Trek's most legendary interiors. Document and additional references: Matt Jeffries bridge designs - 1964 Sponsored by  - Bold Bubbles The Trek Files Season 13 on Memory Alpha All episodes and documents: The Trek Files on Memory Alpha Visit the Trekland site for behind-the-scenes access and exclusive merchandise. The conversation continues on Discord with live chats and the Roddenberry Podcasts community! Join today!

Carson Group's Ryan Detrick and Payne Capital's Courtney Garcia break down today's huge rally, with the major averages regaining all of Monday's big losses. A packed slate of earnings led by Tesla. Wedbush's Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker's numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings. 

Daniel Winterfeldt, General Counsel for EMEA and Asia at Jefferies, shares his powerful journey from Wall Street to London and from capital markets partner to in-house legal leader and diversity champion.In this candid conversation, Daniel opens up about his early experiences as an openly gay lawyer navigating the stark culture shock of moving from New York to London in the early 2000s — a time when being out in the legal profession was far from the norm. This culture gap eventually led him to found the Interlaw Diversity Forum, a not-for-profit organisation driving inclusion, equity, and culture change in the legal sector for the past 17 years.Daniel's lessons are deeply human and widely applicable: the importance of putting people first in any legal function; how knowing what you don't know is just as important as what you do; and why every problem has a solution — even if it's not the one you expected.This episode is packed with insight for anyone navigating leadership, career growth, or the structural challenges of the legal industry. Daniel also shares details of Interlaw's Inclusive Recruitment Toolkit — a free, open-source guide every hiring manager should read — and some great podcast recommendations to expand your thinking.Guest Recommendations:The Rest is Politics: US — Behind-the-scenes takes on US politics with Anthony Scaramucci & Katty KayBlow Up — A behind-the-scenes deep dive into 90s fashion magazine cultureRevisionist History by Malcolm Gladwell — Thought-provoking takes on overlooked stories and misunderstood momentsAbout Heriot Brown: At Heriot Brown, we help lawyers find fulfilment in their careers. Beyond recruitment, we foster a thriving community of in-house legal professionals who share insights, experiences, and growth opportunities.

This week Nick Jeffries of Custom Antler Design joins us to recap his past season chasing Elk and Mule deer in multiple western states. He is not only the man behind the gorgeous antler creations. Nick is a very well rounded elk hunter who truly gets after it every year. Some great stories come and take the ride with us this week. https://customantlerdesigns.com/ https://www.theoutdoordrive.com/ Sponsors: BowTech archey: https://bowtecharchery.com Satties LLC: https://www.sattiesllc.com Latitude Outdoors: https://www.latitudeoutdoors.com/ Promo Code: Outdoordrive  WCB: https://www.workingclassbowhunter.com Promo Code: Outdoordrive Fourth Arrow Camera Arms: https://www.fourtharrowcameraarms.com Huntworth Gear: https://huntworthgear.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Yeah, I still got nothing. Words for SEO I guess.Tariffs, Trump, Musk, AOC, Bernie, Jefferies,

Hour two of Larry Conners USA: RUMBLE: https://rumble.com/c/c-1568182 WEBSITE: https://www.larryconnersusa.com/ FACEBOOK: https://www.facebook.com/larryconnersusa NEWSTALK STL: https://newstalkstl.com/larry/ The post Hakeem Jefferies Claims Democrats Has Always Stood For Secured Borders… / 7P LC-USA 4-14-25 appeared first on Larry Conners USA.

Delta Airlines (DAL) set the tone of earnings season by giving no 2025 guidance over tariff concerns. Jenny Horne talks how a lack of clarity on the economic future played a key role in the CEO's commentary. Wall Street's biggest names continue to take a beating, with Apple (AAPL) now losing $1 trillion in market cap since the tariff-led sell-off began. However, Jenny found a bright spot in a Jefferies upgrade.======== 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

China issues 84% retaliatory tariffs on the U.S. after President Trump's tariff policy began overnight. Kevin Green talks about the price action in futures and liquidity's lasting issue to draw a bid. He believes tech and commodities will continue to face pressure, especially crude oil, which fell to the mid-$50s. Kevin later turns to Apple's (AAPL) upgrade from Jefferies as tariffs build more headwinds against the Big Tech company.======== 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

China retaliates with 84% additional tariffs on U.S. goods after Trump's 104% tariffs on the country go in effect. Apple (AAPL) gets an upgrade to hold from Jefferies, while Tesla (TSLA) gets a price target cut from Benchmark. Tom White has a look into your morning minute.======== 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

Volatility was crushed and markets saw a historic rally following President Trump's announcement of a 90-day tariff pause on all countries except China. The NDX surged 12% While the SPX rallied 9.5%. As for individual stocks, Apple (AAPL) saw gains early in the day following its upgrade from Jefferies, as did Delta Airlines (DAL) despite withholding its 2025 outlook. Caroline Woods takes investors through the rollercoaster trading session.======== 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

2GB Breakfast producer Will Jefferies joins John Stanley for the News Hour. Listen to Nights from 8pm Monday to Thursday on 2GB/4BC.See omnystudio.com/listener for privacy information.

Balance y análisis de la sesión en el mercado de deuda, pasando por el mercado de bonos estadounidense, Jefferies y la FED, con Javier Domínguez, gestor de Aurigabonos.es.

Balance y análisis de la sesión en el mercado de deuda, pasando por el mercado de bonos estadounidense, Jefferies y la FED, con Javier Domínguez, gestor de Aurigabonos.es.

Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President's tariff strategy. Why CFRA's Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility. Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC's Helima Croft discussed the outlook for oil prices while one of the street's top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.  Squawk on the Street Disclaimer

S&P and Nasdaq coming off their worst quarter since 2022 - Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks with one day to go until President Trump's big “Liberation Day” of additional tariffs, and a number of key questions remain. Goldman's Chief U.S. Economist David Kostin joined the team ahead of things… as the firm raises their recession odds, and lowers their S&P target for year-end. Plus, the latest from the White House when it comes to possible scenarios tomorrow.   Also in focus: Are airline stocks grounded here? The team discussed a new downgrade of key names from Jefferies, and got a read from the ground with the CEO of one budget carrier; What the privatization of Fannie and Freddie could mean for consumers - with the head of one of the biggest commercial real estate financing firms on street, Walker & Dunlop; And a deep-dive with the CEO of AIG on how AI is changing the insurance game. Squawk on the Street Disclaimer  

Stocks closed mostly higher to start the second quarter ahead of expected tariff announcements from the Trump administration. Tesla (TSLA) and Rivian (RIVN) were among the leaders despite Tesla's sales plunge in France. Jefferies downgraded three of the four biggest airline stocks on the market, creating more downside action. Johnson & Johnson (JNJ) had its worst trading day in five years over bankruptcy woes. Caroline Woods takes investors through the session's biggest stories.======== 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

Meghna Maharishi spotlights the airline sector after Jefferies downgraded DAL, AAL & LUV. She notes that reduced government travel is hitting revenue, and airlines are concerned about tariffs. While international travel is still strong, she thinks that segment could be “at risk.” Meghna expects the legacy carriers to be best positioned for any recession, but low-cost carriers could be at risk.======== 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

PVH Corp. (PVH), the parent company of Calvin Klein and Tommy Hilfiger brands, is back in fashion today as shares pop off of 2-year lows. Diane King Hall dives into the retailer's 4Q earnings beat. Then, she details Jefferies' downgrades in several airliner stocks: American Airlines (AAL), Southwest Airlines (LUV) and Delta Airlines (DAL).======== 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

Kevin Green kicks off the morning with a look at two very different parts of the economy: Airlines and A.I. The analyst at Jefferies downgraded American Airlines (AAL), Delta Airlines (DAL), and Southwest Airlines (LUV) citing soft consumer sentiment. For A.I. and tech, KG looks at the OpenAI open funding round that closed with $40B raised, the most ever by a tech company. Kevin then provides his take on today's potential trading range in the S&P 500 (SPX).======== 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

Johnson & Johnson (JNJ) faces new legal obstacles in its baby powder lawsuit. Delta Airlines (DAL) and several competing airlines caught downgrades from Jefferies. And, Micron (MU) gets a bullish note from Citi. Tom White runs through some of the biggest premarket moves ahead of Tuesday's open.======== 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

Jefferies expects a "mullet" year for U.S. software companies, expecting first-half chop and second-half flow. Caroline Woods takes a closer look into the analyst note which cut price targets on Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT). When it comes to the Mag 7's next wave, Caroline notes the group could look different if the year continues current trends.======== 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

Stocks lifted themselves off session lows and closed mixed on the day, with the $DJI and SPX managing 1% and 0.5% rallies. Most tech companies were left out of those gains, due in part from a Jefferies price target cut against most Mag 7 names. Moderna (MRNA) hit year-lows due to a major staffing change at the FDA. Meanwhile, gold closed on its best quarter since 1986. Caroline Woods carries us through the trading session's top stories.======== 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

UNDERVALUED AND/OR OVERLOOKED? THE VALUE DISLOCATION IN SHIPPING STOCKS Moderator: Mr. Edward Horton, Partner, Co-Head of Capital Markets Group - Seward & Kissel Panelists: • Mr. James Cirenza, Managing Director – DNB Markets, Inc. • Mr. Richard Diamond, Principal – Castlewood Capital Partners, LLC. • Mr. Omar Nokta, Lead Shipping Researcher – Jefferies • Mr. Hamish Norton, President - Star Bulk Carriers Corp. (NASDAQ: SBLK) • Mr. Robert Bugbee, President – Scorpio Tankers Inc. (NYSE: STNG) 19th Annual Capital Link International Shipping Forum Monday, March 31, 2025, Metropolitan Club, New York City Held in Cooperation with NYSE & Nasdaq. The Forum examined the macroeconomic issues that are shaping and transforming the international shipping markets today, featuring a comprehensive review and outlook of the various shipping markets, made more relevant by the release of companies’ annual results. The forum provided a platform for investors, financiers, cargo owners and shipowners to discuss the latest developments in the global shipping, energy and commodity markets, and financial and capital markets, as well as critical topics of the industry such as geopolitics, energy security, sanctions, access to capital, regulation, technology, innovation and more. More Info: https://shorturl.at/8iG2a #ShippingIndustry #MarineIndustry #ShippingLeadership #Keynoteaddress #MaritimeExperts #Forums #Capitallink #NewYork

Randy Konik at Jefferies discusses yogawear woes and his Nike upgrade. Jack looks at how food insurgents are gobbling market share. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lululemon (LULU) earnings beat but guidance disappoints. Applovin (APP) faces more short report pressure. And, Applied Materials (AMAT) looks to reverse its 2025 downtrend following an upgrade at Jefferies. Tom White has more on the early Friday movers.======== 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

Jenny Horne highlights three A.I. plays many investors may not realize are getting market buzz. She talks about the latest price target cut on Arm Holdings (ARM), BMO Capital's upgrade on Check Point (CHKP), and Jefferies' downgrade on KLA Corp. (KLAC). Ben Watson with Charles Schwab charts the technical trends he found in these tech names.======== 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

Scott Wapner and the Investment Committee debate the latest tariff news and what it means to the market and your money. Plus, the desk discusses financials as Jefferies falls after releasing negative guidance.  And later, Josh Brown says Zscaler is on the verge of a breakout, it's one of the stocks he has on his “Best Stocks in the Market” list.Investment Committee Disclosures

MRKT Matrix - Thursday, March 27th S&P 500 drops as traders assess Trump's auto tariff impact (CNBC) Trump's new auto tariffs will likely drive up car prices by thousands of dollars (CNBC) Musk's Tesla Is One of the Only Winners From Trump's Car Tariffs (Bloomberg) Why copper may be more important to the U.S. economy than oil (MarketWatch) RFK Jr. Plans 10,000 Job Cuts in Major Restructuring of Health Department (WSJ) Buying Nvidia right now is a ‘particularly attractive opportunity,' Bank of America says (CNBC) AMD gets a downgrade from Jefferies as competition for semiconductors heats up (CNBC) CoreWeave's debut is landmark moment in AI boom and could kick off ‘IPO parade' (CNBC) GameStop shares drop 25% after the retailer issues debt to buy bitcoin (CNBC) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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

Automakers slide in the wake of new tariffs from the Trump Administration, including General Motors (GM), Stellantis (STLA), Honda (HMC) and more. Meanwhile, AMD (AMD) gets a downgrade from Jefferies. And, Microsoft (MSFT) backed OpenAI is raising more money as it eyes a $300B valuation. Tom White rides through today's top stories ahead of Thursday's open.======== 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

President Trump officially announced 25% tariffs on automobiles made outside the U.S. Auto stocks across the board saw red arrows, except Tesla (TSLA). Jenny Horne discusses what makes Tesla different other than Elon Musk's White House connection. On the A.I. front, AMD Inc. (AMD) slid lower after it got a downgrade to hold from buy at Jefferies. The firm cites Nvidia's (NVDA) continued dominance despite macro pressures pinning the stock.======== 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

Boeing's (BA) comeback story continues to fly higher after Melius Research upgraded the stock to buy, citing leadership changes and its Pentagon contract as catalysts. Melius and BofA also downgraded Lockheed Martin (LMT) as the firms see limited upside compared to Boeing. After FedEx (FDX) hit 52-week lows Friday, Jefferies upgraded the company to buy. Diane King Hall shows what's driving this morning's price action.======== 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

Supermicro (SMCI) gets a downgrade from Goldman Sachs, FedEx (FDX) bounces after Jefferies says to buy the dip, and Tesla (TSLA) rolls out its Full-Self Driving in China.======== 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

FedEx (FDX) shares are moving higher after Jefferies upgraded the stock to a Buy with a price target of $275, citing idiosyncratic cost transformations that could lead to continued EPS growth in FY26 and FY27. Charles Schwab's Rachel Dashiell takes a closer look at the technicals behind the stock, highlighting the $232 to $242 resistance gap zone and the potential for a bullish RSI divergence.======== 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

Intel (INTC) moves higher as other chipmakers discuss a partnership to operate Intel's factories, BofA recommends buying the Nvidia (NVDA) dip, and PepsiCo (PEP) gets a downgrade from Jefferies.======== 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

Morgan Stanley took a bite out of Apple's (AAPL) price target over concerns of A.I. delays and a "flatter" iPhone replacement cycle. PepsiCo (PEP) got a downgrade from Jefferies over concerns of limited upside, while Capital One (COF) received an upgrade from Evercore ISI. Diane King Hall discusses what's driving some of the morning's biggest movers.======== 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

Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman's Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab.  Also in focus: how to navigate the chips here, and whether to take Trump's vow to revoke the CHIPS Act seriously; Tesla's Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning's big retail reports. Squawk on the Street Disclaimer

A packed market panel as Bespoke's Paul Hickey, Hightower's Stephanie Link, and Moor Insights' Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies' Brent Thill on Salesforce & Snowflake, CFRA's Angelo Zino on Nvidia, and Bessemer's Byron Deeter on AI's broader impact.

Major tech companies dragged down stock indexes Monday. Plus: Nike shares surge after Jefferies raised its recommendation. Apollo Global Management plans to buy Bridge Investment Group for $1.5 billion. And Warren Buffett's Berkshire Hathaway is sitting on a record pile of cash. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan is joined by David Zervos, Chief Market Strategist at Jefferies, for a comprehensive discussion on market dynamics, policy impacts, and geopolitical considerations. David shares his extensive background, highlighting his 15 years at Jefferies and his earlier experiences as a macro trader and advisor to the Federal Reserve. The conversation delves into the current state of financial markets, the impact of central bank policies, and the role of macro strategies. David provides his optimistic outlook on the efficacy of policy tools, the potential for deregulation under the new administration, and the prospects for economic growth and inflation. The episode also touches on the concentration of tech stocks, the importance of innovation, and the potential for deflationary pressures from technological advancements. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstrat's Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferies' David Zervos on the macro outlook and Goldman Sachs' Eric Sheridan on tech. 

When Janeway calls upon our favorite crew members from the Protostar, they all drop what they're doing to join a new adventure. But when the kids realize the adults are keeping certain information and shuttle bays secret, they hatch a new cockamamie scheme and jump into the Jefferies tubes. Does Rok-Tahk sink or does she swim? How do you actually make money on YouTube? Does the "A" in Voyager-A stand for "ass"? It's the episode that demands for the release of the Waltke cut.Support the production of Greatest TrekGet a thing at podshop.biz!Sign up for our mailing list!Greatest Trek is produced by Wynde PriddySocial media is managed by Rob Adler and Bill TilleyMusic by Adam RaguseaFriends of DeSoto for: Labor | Democracy | JusticeDiscuss the show using the hashtag #GreatestTrek and find us on social media:YouTube | Facebook | X | Instagram | TikTok | Mastodon | Bluesky | ThreadsAnd check out these online communities run by FODs: Reddit | USS Hood Discord | Facebook group | Wikia | FriendsOfDeSoto.social