Podcast appearances and mentions of meta meta

Microsoft (MSFT) and Amazon (AMZN) surged after strong earnings driven by AI and cloud growth, while Meta (META) and Apple (AAPL) fell despite mixed quarterly results and weaker guidance. Marley Kayden gives a breakdown of the biggest takeaways from this week's major big tech earnings 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

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 tech-stock dip is creating opportunity—but only if you know where real strength is showing up before the crowd sees it.In this video, we break down 3 tech stocks with the potential to lead the next move, including one that is already up 21% this week. We also put the opportunities in context by reviewing Microsoft ($MSFT), Apple ($AAPL), Nvidia ($NVDA), Micron ($MU), Alphabet ($GOOGL), Meta ($META), Amazon ($AMZN), Tesla ($TSLA), AMD ($AMD), and the broader S&P 500 ($SPY).The goal is not to blindly buy a dip. It's to identify the stocks showing relative strength, institutional momentum, and the right market backdrop before a move becomes obvious.Subscribe for daily market analysis, stock ideas, and the signals helping traders find opportunities before they move.#stocks #techstocks #stockmarket #NVDA #MSFT #AAPL #MU #AMD*This video is for educational purposes only and is not financial advice.*Here'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

線上投保選國泰產險！汽車、機車、旅遊、寵物、住宅險，最快5分鐘完成投保。快上國泰產險官網，簡單點選，保障立即到位！ https://fstry.pse.is/9eddwg —— 以上為 Firstory Podcast 廣告 —— 本季美股科技巨頭財報，將成為投資人關注未來AI發展關鍵風向標，29日盤後Meta與微軟財報揭曉出現兩樣情，Meta面臨與Google類似情況自由現金流暴跌91%，盤後股價也同步下殺，而微軟則是雲端業務穩健，營收與每股盈餘雙位數成長，盤後股價上漲約3%。加入會員，支持節目： https://globalhashtagnews.firstory.io/join留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/commentsYT收看《寰宇全視界》

Alphabet's stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla's earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Alphabet's Free Cash Flow - Who Blinks? - Tesla's Stock Drop - The Price Is Right - Intel's Earnings - Stocks On Our Radar Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall 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

Host Mark Longo takes you through a high-velocity, respectable day on the tape as options volume bounces back. We kick things off with a trip to the political side of trading via our House Nay Scans, highlighting the stocks our representatives are unloading this week—including Rick Larsen selling Abbott Labs (ABT), John McGuire dropping BlackRock (BLK), and Susie Lee letting go of Full House Resorts (FLL). Then, we countdown the top 10 most active names on the tape, featuring a wild day of zero-day-to-expiration (0DTE) pinning action: Apple (AAPL): Back on top of the world, setting a new all-time high of $328.73 before a massive 204,000-contract pin exactly on the $327.50 strike. NVIDIA (NVDA): Dominates the number one spot with 4.03 million contracts, leading to an incredible 425,000-contract pin on the $212.50 line. Micron (MU): Tanks 8% to close at $904.28, leaving short sellers of the $900 par puts sweating through an intraday low of $873. Tesla (TSLA): Battles at the $400 par strike with a whopping 276,000 contracts on the board. Plus updates on: IREN (Sep $65 calls), Alphabet (GOOGL), Intel (INTC), Meta (META), Microsoft (MSFT), and Amazon (AMZN). Inform your next trade with the latest analytics and scans at  http://www.TheHotOptionsReport.com

In this Daily Editorial on The KE Report, I chat with Joel Elconin, co-founder of the Pre-Market Prep Show and founder of the Stock Trader Network, to discuss a mixed week in US equities, where he highlights an “unsatisfied bid underneath the market.”   On the positive side of the market:   Micron Technology (MU) had an amazing day up over 15% after a solid earnings report and estimate beat, and this caused sympathetic buying in SanDisk (SNDK) up almost 22% on the day. It was a big day for hardware stocks. The financial stocks, consumer staples, mixed retail, utilities, biotech (XBI), Caterpillar (CAT) and Deere (DE) all have had constructive moves higher lately. Airline stocks and cruise stocks have been benefitting from the pullback in oil prices.   On the negative side of the market:   The MAG-7 megacap tech stock leadership has been rolling over lately, with Apple (AAPL), Nvidia (NVDA) , Meta (META), and Microsoft (MSFT) leading the charge down this week. The SpaceX (SPCX) IPO highlights excessive market speculation and after a very big launch, it has now crashed back down to Earth, with pricing very near now to where it initially came to market; creating a lot of new bagholders. Oil prices have collapsed since the MOU was signed between the US and Iran, but there was a slight lift today in oil and energy stocks on the news that projectiles were shot at a tanker by Iran in the Strait or Hormuz.     We debate how the wider market breadth rotating out of the megacap tech stocks into more areas of the market could show a healthier market, but Joel points out with the MAG-7 having a disproportionately high weighting in the S&P and Nasdaq, and with many institutions so heavily weighted to concentrated positions, that it has him leaning more neutral to bearish coming into the summer.   Click here to visit Joel's PreMarket Prep website – https://www.premarketprep.com/   Click here to visit the Stock Trader Network – https://www.stocktradernetwork.com/       For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Kick-off another hot trading week with Mark Longo as he breaks down the wildest activity lighting up the options tape. On today's episode, Mark dives into a strong upside day in the markets that still managed to deliver massive volume across single-name options. We start with the daily scan from TheHotOptionsReport.com focusing on Notable Sweeps in ARKK, AMZN, and AAL, before counting down the top 10 most active chains of the day. From truncated holiday week uncertainty to same-day expiration drama, we look at the paper burning through massive premium. What's Inside Today's Report: The Top 10 Countdown: A deep dive into the massive contract volume hitting Palantir (PLTR), Robinhood (HOOD), and Intel (INTC). The Monster Chip Moves: How traders are playing a wild 11% rally in Micron (MU) with aggressive, out-of-the-money $1200 calls. 0DTE Drama: Breakdown of the expiration day sweat in Meta (META), Amazon (AMZN), and Microsoft (MSFT) as key strike levels like Meta's $600 and Microsoft's $400 continue to dog the tech giants. The Top Contenders: Tracking the massive volume in Apple (AAPL), Tesla (TSLA), and today's number one asset, Nvidia (NVDA), as it roars back to near all-time highs. Sneak Peek: What to expect tomorrow for the highly anticipated SpaceX options launch day! Run Your Own Analytics: Don't wait for the next show to find out what's lighting up the tape. Head over to TheHotOptionsReport.com  to run pre-baked scans and build your own custom market analytics.

It was a blood-red day across the markets as major tech giants faced a massive wave of selling. On this episode of The Hot Options Report, host Mark Longo breaks down an incredibly active and spicy session in the options pits, where traders aggressively loaded up on downside protection and faded recent high-flyers. We dive into the data from the "Retail Giant" scan at TheHotOptionsReport.com to see where small-sized traders are focusing their capital, before counting down the top 10 most active chains on the tape. Key Highlights: The Semiconductor Slide: Broadcom (AVGO) continues its post-earnings slide, while Micron (MU) experiences a mind-boggling triple-digit handle drop to the dark side. Plus, an inside look at a highly aggressive, deeply out-of-the-money put play in Intel (INTC). Breaking Key Levels: Tesla (TSLA) surrenders a crucial psychological level, triggering a massive wave of activity in the power puts. Big Tech Tech Tumbles: High-volume put action dominates the tape in Nvidia (NVDA), Microsoft (MSFT), Meta (META), and Amazon (AMZN).

We are wrapping up a massive day on the option block—featuring the "call pump scan." Today, we are breaking down a highly active session where a whopping 780,000 contracts were required just to crack the Top 10 list. In this episode, host Mark Longo dives deep into the massive options volume lighting up the tape, including: Nvidia (NVDA): Shaking off its recent lull and surging over 6% on new PC chip announcements. Micron (MU): Leaving the 1000 strike in the dust and exploding toward a wild new 1200 strike target. Software Revivals: Oracle (ORCL) and Microsoft (MSFT) catch a massive bid, proving the sector is back with a vengeance. High-Volume Movers: Breaking down the wild flows in Palantir (PLTR), Nokia (NOK), Tesla (TSLA), Meta (META), Apple (AAPL), and Amazon (AMZN). Want to track all 225 names that lit up today's call pump scan? Head over to TheHotOptionsReport.com to kick the tires and light the fires on today's data!

Eddie Best breaks down SpaceX's path toward a potential $1T valuation, supported by strong demand across aerospace, defense, and AI. Governance concerns remain, but similar founder control structures at Alphabet (GOOGL) and Meta (META) provide context. Strong defense-tech IPOs and Anthropic's filing highlight ongoing investor appetite.======== 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

Bienvenue dans ce nouvel épisode de IA de l'actu ! Pierre Vannier et Thomas Meimoun reviennent sur les grandes actualités IA du mois précédent. Et comme à leurs habitudes, les débats sont lancés !Au programme de cet épisode (entre autres) : Le virage radical de Meta : Meta lance un système de tracking invasif des mouvements de souris et de claviers de ses employés pour entraîner ses futurs agents IA, soulevant des questions éthiques majeures sur la déshumanisation du travail.Souveraineté et Cloud : Un signal fort pour l'Europe avec le choix du système de santé français de remplacer Microsoft par Scaleway pour l'hébergement de ses données.La "Guerre de la Distillation" : Une analyse des tensions entre les États-Unis et la Chine, où Washington accuse Pékin de "distiller" l'intelligence des modèles américains (Anthropic, OpenAI) pour accélérer ses propres technologies.Économie de l'IA : Le passage d'Anthropic à une facturation à l'usage (au token) marque la fin de l'ère du "tout illimité" et met en lumière le gouffre financier (cash burn) des géants du secteur.Nous espérons que cet épisode vous plaira ! RDV dans 15 jours pour un nouvel épisode avec notre prochain invité surprise. Ce podcast est proposé par Flint, une ESN Tech, Data et IA. Les flinters, des expert(e)s reconnu(e)s, accompagnent nos clients dans la réalisation de leurs développement technologiques et dans l'adoption de l'IA (niveau équipe et CODIR). Toutes les informations sur flint.sh (00:09) - Introduction et actualités d'avril 2026 (01:02) - L'économie cachée des fausses étoiles GitHub (08:16) - Voitures autonomes : l'aveu d'une assistance humaine permanente (14:57) - Meta : tracking des employés et entraînement des agents IA (21:14) - Débat philosophique : l'IA et l'avenir du travail en entreprise (27:03) - Souveraineté : le système de santé français choisit Scaleway (28:14) - Guerre de l'IA : tensions géopolitiques entre les USA et la Chine (43:34) - Vagues de licenciements et stratégie des stagiaires chez Spotify (51:00) - Anthropic : le passage à la facturation à l'usage (tokenisation) (58:04) - Risques systémiques : valorisation d'OpenAI et limites écologiques

R. "Ray" Wang says geopolitical volatility is creating an opportunity to add high‑growth tech, highlighting ServiceNow (NOW) and a resilient software landscape. He also breaks down big tech earnings, pointing to Amazon (AMZN), Alphabet (GOOGL), Meta (META), Salesforce (CRM), and Workday (WDAY) as key beneficiaries of the AI infrastructure buildout, while remaining bullish on Tesla's (TSLA) long‑term robotics ambitions.======== 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

Chris Clark says entry‑level hiring is under pressure as A.I. moves from hype to real‑world automation, pushing unemployment for young college grads higher. He notes that as companies like Meta (META) invest heavily in A.I. while cutting jobs, success now depends on pairing critical thinking and leadership with using A.I. as a tool—not a shortcut.======== 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

In today's Daily Editorial, I am joined by Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel provides an breakdown of a market that seems increasingly detached from geopolitical conflict, choosing instead to focus on robust earnings and technical momentum. We dive into why the "risk-on" sentiment remains dominant and what the recent "V-shaped" recovery tells us about investor psychology in 2026. Key discussion points include: Geopolitical Resilience and Oil Dynamics: How the market is successfully discounting higher oil prices and the closure of the Strait of Hormuz, fueled by a domestic supply shift. The AI Trade Evolution: A look at the divergence and subsequent recovery between AI hardware leaders and software providers as the market re-evaluates the "SaaS-pocalypse." Retail Mania and Meme Stock Momentum: Assessing the return of "buy-the-dip" euphoria across speculative names, crypto, and large-cap tech. Earnings Season Expectations: Why forward guidance and capital expenditure (CapEx) on AI infrastructure will be the ultimate judge of this rally's sustainability. Defensive Rotations: Analyzing the current weakness in the US Dollar and gold, and whether a rotation back into consumer staples and value is on the horizon. Companies & Symbols Mentioned: NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Marvell (MRVL), Micron (MU) Salesforce (CRM), ServiceNow (NOW), Broadcom (AVGO), Bitcoin (BTC), United States Oil Fund (USO), SPDR Gold Shares (GLD), iShares Silver Trust (SLV).   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   --------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Craig Bewick explains why traditional safe havens are failing to react as expected amid Middle East tensions and resilient consumer activity. Gold and the VIX remain subdued as a stronger dollar and shifting Fed expectations reshape risk pricing, even with oil options signaling supply concerns. Bewick also previews the launch of single‑stock futures at CME (CME), covering names like Alphabet (GOOGL), Meta (META), Nvidia (NVDA), and Tesla (TSLA).======== 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

In this high-voltage Friday edition of the Hot Options Report, Mark Longo breaks down a this day of trading with the Strait of Hormuz back in business, oil prices have plummeted 10%, sending the S&P 500 and the Dow to all-time highs. It took nearly a million contracts just to crack today's Top 10—find out where the "smart money" is moving as the geopolitical "House of Horrors" begins to fade. On today's report: Senate "YAY" Scan: We go deep into the latest Capitol Hill disclosures. What is Senator John Boozman buying? We track his moves in MSFT, NVDA, and VEA. The Tech Explosion: Massive volume in Intel (INTC), Meta (META), and Amazon (AMZN) as traders bet on the rally extending into next week. MSTR & The Monster Move: MicroStrategy surges nearly 12%! We analyze the 1.5 million contracts that hit the tape. Earnings Hangover: While the rest of the market flies, Netflix (NFLX) is feeling the pain. Is there a silver lining in the par strike activity? The Tesla Goliath: Nearly 5 million contracts traded in TSLA today. We break down the massive battle at the $400 level. Stay ahead of the tape with the latest from HotOptionsReport.com .  

The options market is hitting a fever pitch as tech giants propel major indices to fresh record highs. In this episode of The Hot Options Report, host Mark Longo breaks down an absolute "banger" of a day where it took nearly 600,000 contracts just to crack the Top 10. We kick things off with a deep dive into the "Acts of Congress" scan, revealing the latest stock disclosures from Capitol Hill, including trades in Integris (IDYA), Amcor (AMCR), and Marriott (MAR). Mark discusses why these disclosures matter and the ongoing debate surrounding Congressional stock trading. The main event belongs to Tesla (TSLA). With Elon Musk doubling down on the "AI5" chip milestone, Tesla shares skyrocketed over 7.5%, triggering a massive surge of 6.26 million options contracts. Is this the start of a new AI-driven bull run for Musk's flagship, or a temporary spark? Also in this episode: Robinhood (HOOD): Why the SEC's repeal of the Pattern Day Trading (PDT) rule sent the stock up 10% and what it means for retail traders. Nvidia (NVDA): Chasing all-time highs with over 4.2 million contracts traded. Tech Rally: Analyzing the heavy flow in Oracle (ORCL), Palantir (PLTR), Meta (META), Microsoft (MSFT), and Apple (AAPL). Amazon (AMZN) & SoFi (SOFI): Contrasting the tech laggards with the breakout momentum in fintech. Join us for a high-velocity look at the trades dominating the tape and impacting your account. Visit TheHotOptionsReport.com for more options data.

The options tape is on fire! Despite geopolitical tensions in the Straits of Hormuz, the market staged a massive rally this Tuesday, April 14, 2026. On today's Hot Options Report, Mark Longo breaks down a wild session where over half a million contracts were required just to break into the Top 10. Inside This Episode: The MA 50+ Scan: We highlight the top movers breaking their 50-day moving average by over 5%, including IONQ, ARAI, and AAL. Intel (INTC): After a 40% monthly rally, Intel gives some back. Why are traders still piling into the May 70 calls? Nvidia (NVDA): Regaining its throne at the #1 spot with 3.16 million contracts as it inches closer to its all-time high. Big Tech Movers: Rapid-fire analysis of heavy volume in Oracle (ORCL), Meta (META), Micron (MU), and Microsoft (MSFT). The Weekly Outlook: A look at the "midweek" contracts for Meta and the aggressive July upside bets in Netflix (NFLX). Stop guessing and start scanning. Check out the tools mentioned in the show at TheHotOptionsReport.com .

Markets are heating up this Monday as geopolitical tensions and massive tech rallies collide. In this episode of the Hot Options Report, Mark Longo breaks down a wild session where Tesla (TSLA) reclaimed its throne at the top of the options leaderboard with 2.84 million contracts traded. Despite whispers of a blockade in the Strait of Hormuz driving oil past $100, the equity options tape remained focused on high-growth tech and massive individual movers. We dive into the unusual activity fueling Oracle's (ORCL) 12% surge, the parabolic "rampage" in Intel (INTC), and the last-minute expirations that left some paper "sweating" in Nvidia (NVDA) and Microsoft (MSFT). Inside This Episode: The Lucky 7 Scan: A deep dive into PG&E (PCG), Repligen (REPL), and the SPDR S&P Bank ETF (KBE)—names where volume exploded to 7x their daily average. Tesla's Dominance: How the 355-strike calls became the hottest ticket in the market as TSLA pushed toward $353. Big Tech Breakdown: * Micron (MU): Why paper is betting on a run to $450 by the end of the week. Intel (INTC): With the stock up 65% year-to-date, are traders finally stepping in front of the freight train? Oracle (ORCL): Breaking down the 644,000 contracts that followed today's double-digit breakout. Ouchie of the Day: A look at the Meta (META) and Apple (AAPL) 0DTE (zero days to expiration) plays that went down to the wire. Stay Ahead of the Tape: Check out the full scan results and more data-driven insights at TheHotOptionsReport.com . Join the Conversation: Follow us on the Options Insider Radio Network and download our app on iTunes or Google Play to never miss a trade.

The closing bell on Thursday, April 9th, 2026, rings in a green session as geopolitical headlines trigger a massive relief rally across the equity markets. On today's Hot Options Report, we break down a high-volume session where over 617,000 contracts were required just to crack the Top 10. We dive deep into the massive 33% five-day run for Intel (INTC) and a potential "grand slam" exit in the June 40 calls. Meanwhile, Micron (MU) and AMD continue their wild journeys, and Tesla (TSLA) bulls finally find a foothold. On Today's Countdown: The Tech Titans: Deep dives into heavy flow for Microsoft (MSFT), Apple (AAPL), and Meta (META) ahead of tomorrow's weekly expiration. The Big Winner: Analyzing the massive profit-taking in INTC and the momentum in Amazon (AMZN). Nvidia & Tesla: Tracking the "at-the-money" battleground as paper hits the bid on TSLA puts and rolls the bones on NVDA calls. The Outlier: Why Palantir (PLTR) struggled to join the party, dropping 7% despite the broader market rally. Whether you're looking for the most active strikes or trying to decode institutional paper, we've got the tape covered. Get more at TheHotOptionsReport.com or become a Pro member at TheOptionsInsider.com/Pro .

Ted Thatcher warns that rising energy costs and cracks in the labor market raise stagflation risks, leaving the Fed in a tough bind. He discusses why pullbacks in mega‑cap tech may be creating opportunity. He looks at why Microsoft (MSFT) and Meta (META) stand out for near‑term AI monetization.======== 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

In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts. On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale. We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward. Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here. Tickers of stocks discussed:Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL) 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.

In this Daily Editorial, we are joined by Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel provides a candid assessment of the current "muddled" market environment, characterized by excessive volatility and a lack of clear direction. The discussion dives deep into the macroeconomic headwinds currently facing investors, including the inflationary impact of rising crude prices and the potential shift in Federal Reserve policy toward rate hikes rather than cuts. Joel also explores the internal fragility of the financial system, specifically the pressures mounting in the banking sector and the burgeoning risks within private credit.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks Mentioned: Microsoft (MSFT), Meta (META), Amazon (AMZN), NVIDIA (NVDA), Micron (MU), Oracle (ORCL), Lennar (LEN), ConocoPhillips (COP), Nike (NKE).   ---------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

VOV1 - Indonesia đã triệu tập các quan chức từ Meta META.O và Google GOOGL.O vì không tuân thủ các hạn chế về mạng xã hội đối với trẻ em dưới 16 tuổi, có hiệu lực vào ngày 28/03 vừa qua.Indonesia yêu cầu các công ty mạng xã hội có nền tảng được coi là có rủi ro cao phải vô hiệu hóa các tài khoản thuộc về trẻ em dưới 16 tuổi. Tuy nhiên  Bộ trưởng Bộ Truyền thông và Kỹ thuật số Indonesia Meutya Hafid cho biết, Meta và Google là "hai thực thể kinh doanh không tuân thủ luật" và họ đã bị triệu tập để "kiểm tra". Việc không thực hiện các hạn chế có thể dẫn đến các biện pháp phạt hoặc thậm chí là chặn nền tảng tại quốc gia với hơn 280 triệu dân này. Theo Bộ trưởng Meutya, Google và Meta đã phản đối các hạn chế ngay từ đầu. Hiện đại diện 2 công ty này chưa có phản hồi về các thông tin mới nhất, mặc dù trong các thông báo tuần trước, cả hai công ty đều cho biết đã thiết lập các biện pháp bảo vệ cho trẻ em.Roblox và TikTok, thuộc sở hữu của ByteDance của Trung Quốc, là hai nền tảng khác được bộ đánh giá là có rủi ro cao. Bộ trưởng Meutya cho biết đã gửi cảnh báo cho hai công ty này phải tuân thủ đầy đủ quy định, nếu không sẽ bị triệu tập. Các biện pháp hạn chế của Indonesia được đưa ra sau lệnh cấm ở Australia năm ngoái do lo ngại về tác hại tiềm tàng của mạng xã hội đối với sức khỏe tâm thần giới trẻ. Bộ cho biết các tiêu chí đối với các nền tảng có rủi ro cao bao gồm khả năng trò chuyện với người lạ, tính chất gây nghiện và rủi ro tâm lý.Theo một khảo sát của Hiệp hội các nhà cung cấp dịch vụ Internet Indonesia, tỷ lệ sử dụng internet ở Indonesia đạt 80,66% vào năm 2025. Khảo sát cho thấy tỷ lệ này là 87,8% trong số người dùng "Thế hệ Z" từ 13 đến 28 tuổi. Bộ Truyền thông và Kỹ thuật số Indonesia cho biết có khoảng 70 triệu trẻ em dưới 16 tuổi ở Indonesia./. Phạm Hà/VOV IndonesiaTrẻ em Indonesia được khuyến khích nên có các hoạt động ngoài trời thay vì ngồi trước màn hình điện thoại hay máy tính- VOV Jakarta

Marley Kayden and Sam Vadas cover rising gas prices, EPA fuel waivers, and a California ruling that raises new regulatory risks for Meta (META) and Alphabet (GOOGL). They also touch on a rally in Chinese ADRs — including PDD (PDD), Alibaba (BABA), and JD.com (JD) — as markets await Fed signals.======== 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 war in Iran doesn't seem to be slowing down and that's impacting oil prices today, but that's just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we're investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Iran war and how it impacts markets - Are there safe havens? - Picking a stock market Final 4 - Stocks on our radar Companies discussed: Alphabet NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On a "blood red" Friday in the markets, the Hot Options Report dives into the explosive allegations rocking the AI sector. Federal prosecutors have unsealed an indictment against a co-founder of Super Micro Computer (SMCI), alleging a massive $2.5 billion scheme to smuggle restricted NVIDIA (NVDA) AI chips to China. Mark Longo breaks down how this scandal sent SMCI shares plummeting over 33% and how the "options tape" reacted to the news. We also look at the Silver Sweep scan, tracking nearly $1 million in premium moving through the chains. In this episode, we cover: SMCI Meltdown: The details of the $2.5B smuggling case and the massive put volume targeting the $20 strike. NVIDIA (NVDA): How the SMCI news and broader sell-off impacted the king of AI chips. The Silver Sweep: Deep dives into huge institutional flows in SPY, IWM, and NVDA LEAPS. Market Countdown: Volatility updates for Intel (INTC), Meta (META), Microsoft (MSFT), Amazon (AMZN), SoFi, Micron (MU), Apple (AAPL), and Tesla (TSLA). Run your own scans: HotOptionsReport.com

In this episode of The KE Report, host Cory Fleck sits down with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a market that appears to be losing its footing. With the major averages showing signs of a "gradual top," Joel provides a candid, sobering assessment of the macroeconomic and geopolitical forces currently rattling investors. Key Discussion Points: Loss of Market Momentum: Why the choppy action in the S&P 500 and Dow suggests a waning appetite for risk among investors in early 2026. Geopolitical Catalysts and Inflation: The direct link between global conflict, surging oil prices, and the fading hope for near-term rate cuts. The Nvidia Reality Check: Analyzing the "false breakout" in NVDA and what it means when a market leader beats earnings but still trades lower. The Berkshire Signal: Why BRK.B is accumulating record cash and selling off bank holdings instead of seeking new acquisitions. Software vs. Hardware: A look at the resilience in software names like MSFT, CRM, and ORCL as a potential "flight to quality" amidst hardware volatility. Precious Metals Outlook: Assessing whether gold (GLD) and silver (SLV) are hitting "blow-off tops" or remains a viable safe haven during international instability.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks Mentioned: S&P 500 (SPY), Nvidia (NVDA), Berkshire Hathaway (BRK.B), Bank of America (BAC), Microsoft (MSFT), Salesforce (CRM), Oracle (ORCL), Exxon Mobil (XOM), Apple (AAPL), Alphabet (GOOGL), Amazon (AMZN), Meta (META), Tesla (TSLA), Gold (GLD), Silver (SLV).   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this live broadcast (recorded on February 24th) from the floor of the MoneyShow in Las Vegas, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot. TG provides a candid look at his current market posture, explaining why he recently shifted to a 90% cash position and how recent price action is forcing a reassessment of short-term bearishness. The conversation dives deep into the technical "squeeze" currently defining major indices, the surprising resilience of small-cap stocks, and the rotation out of the "Magnificent Seven" into defensive sectors. TG also breaks down the "picks and shovels" AI trade, the recent volatility in precious metals, and why he avoids entering new positions immediately ahead of earnings reports. Key Discussion Points: Defensive Market Posture: Why TG moved heavily into cash and closed short positions after the S&P 500 and Nasdaq struggled to break below key weekly support levels. The S&P 493 vs. Mega-Caps: Analysis of the rotation into consumer staples (XLP) and utilities as the market finds balance outside of major tech names. AI and Energy Infrastructure: Exploring the strength in "side departments" like power producers (WOLF, BE) and software (IGV) that support the broader AI build-out. Commodity Volatility: Examining the "euphoric" move and subsequent digestion in Gold and the dramatic price swings in Silver and Copper. The Earnings Strategy: A look at why TG utilizes the hourly 15-minute timeframes to navigate post-earnings volatility in names like Meta (META) and CoreWeave.   Click here to visit the Simpler Trading website - https://www.simplertrading.com/ Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Is the AI chip war shifting? On today's Hot Options Report, Mark Longo breaks down a wild Tuesday on the tape where AMD stole the spotlight with a massive 9% rampage following a blockbuster deal with Meta (META). While the "Golden Sweeps" at The HotOptionsReport.com flagged seven-figure bets in Nvidia (NVDA) and the SPX, all eyes were on the dramatic recovery in Hims & Hers (HIMS). We dive into the Top 10 most active options chains to see who is buying the dip and who is fading the rip: HIMS Post-Earnings: After a "sweaty" morning drop to $13.75, HIMS battled back. We analyze the 25,000 $16 calls expiring Friday. AMD's Meta Moment: A $17.25 gain in a single day. Was the paper buying or selling the 187.5 puts? The Tech Giants: Exploring the "freight train" momentum in Apple (AAPL) and the struggle for Palantir (PLTR). Tesla (TSLA) at #1: Traders pile into the 400-strike "par" puts as Tesla reclaims the top spot. The Golden Sweep Newcomer: Why is someone dropping over $1M on EWY (South Korea ETF) puts? Get the edge at: Pro Analysis: theoptionsinsider.com/pro Live Scans: the hotoptionsreport.com

In this daily editorial, we are joined by Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network. As the market navigates a complex period of tech underperformance and shifting investor sentiment, Joel breaks down why the "Magnificent Seven" are losing steam and where the smart money is rotating to start 2026. Key Discussion Points: The Great Rotation Beneath the Surface: While major indices remain near their highs, a significant internal shift is occurring as investors move away from mega-cap tech and into value-oriented sectors that prioritize cash flow and tangible goods. The AI Spending Pivot: Massive capital expenditures by tech giants are no longer being rewarded by the market; instead, investors are looking for "picks and shovels" plays in hardware and infrastructure. Energy and Utility Resurgence: The power requirements for AI data centers are driving a new wave of interest in energy producers and traditional utilities, providing a strong floor for these sectors. A New Trend in Crude Oil: After years of pressure, crude oil and energy ETFs are showing technical signs of a major turn, supported by both value-seeking investors and rising industrial demand. Earnings Season Challenges: The "high bar" set for tech companies is leading to sell-offs even on earnings beats, as guidance fails to justify lofty valuations compared to more stable retail and staple stocks.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Summary of Stocks & Symbols Mentioned: S&P 500 (SPX), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), Meta (META), Walmart (WMT), Micron (MU), SanDisk, Service Now (NOW), Salesforce (CRM), Constellation Energy (CEG), John Deere (DE), Caterpillar (CAT), Exxon Mobil (XOM), Chevron (CVX), Energy Select Sector SPDR Fund (XLE), United States Oil Fund (USO), Lemonade (LMND).   --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Markets reflect that trust and "skin in the game" often outweigh raw data, as shown by the contrasting recent earnings of Microsoft (MSFT) and Meta (META). Haren Bhakta argues that insider ownership is a vital signal for investors, as it allows leaders like Mark Zuckerberg to make aggressive, innovative moves that bureaucratic committees might otherwise block. By tracking the Inside Ownership Index, investors can identify long-term winners that prioritize visionary leadership over rigid management structures.======== 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

Welcome to the Hot Options Report for Monday, February 2, 2026. Today marks a historic "game changer" in the derivatives market as we witness the official kick-off of zero-day (0DTE) single-name equity options trading for Monday, Wednesday, and Friday expirations. In this episode, we break down the Top 10 most active options chains on the tape, tracking the massive volume shifts in retail favorites and tech giants alike. From the "zero-day dance" in Meta to the post-earnings volatility in Palantir, we dive into the strikes, premiums, and unusual activity impacting your trading account today. Inside This Episode: The 0DTE Phenomenon: How zero-day paper dominated the tape in Meta (META), Amazon (AMZN), and Microsoft (MSFT). Big Tech Movers: A deep dive into Apple's (AAPL) massive 4% pop and why the 265 calls were a "home run" for zero-day traders. Earnings Watch: Analyzing Palantir (PLTR) heading into their announcement and the heavy action on the 160 strike. Market Laggards: Why Tesla (TSLA) and Nvidia (NVDA) felt the pressure despite the broader tech bid. Retail Hits: Updates on GameStop (GME) and the ongoing "drubbing" of Robinhood (HOOD) as it slips toward the $90 mark. Whether you're looking to "kick the tires and light the fires" on your own data or just stay ahead of the daily tape, the Hot Options Report has you covered. Get the Data: Visit TheHotOptionsReport.com to crunch the numbers yourself and see the full top 10 list.

The markets are seeing red as a wild earnings week takes center stage. From the "Tale of Two Techs" (Microsoft vs. Meta) to a massive volatility spike, the All-Star Panel breaks down the trades, the trends, and the unusual activity lighting up the tape. Plus, we dive into the "other" Wolf and an Argentinian oil play. The All-Star Panel Mark Longo: CEO and Founder of the Options Insider Media Group. Henry "The Flowmaster" Schwartz: Vice President of Institutional Derivatives at Cboe Global Markets. "Uncle" Mike Tosaw: Wealth Manager at St. Charles Wealth Management. Trading Block: A Sea of Red and Earnings Chaos The panel discusses a volatile Thursday session with the S&P 500 seeing a 100-handle range. While tech takes a hit, other sectors like energy and financials are showing resilience. The Tale of Two Ms: Comparing the diametrically opposite reactions to Meta (META) and Microsoft (MSFT) earnings. META: Stock up ~10%; those who bought the 700-strike calls for $11 are seeing massive wins. MSFT: Stock down ~12% (a $58 drop); the same call-buying strategy was a total wipeout. Tesla (TSLA) Tumbles: Down over 2% as the market reacts to a shift in focus toward robotics and AI over traditional EV growth. Small Cap Update: Henry Schwartz notes that while the Russell 2000 (IWM) is outperforming YTD (up 6%), historically, this "value over growth" rotation rarely sticks. VIX Volatility: VIX flirting with an 18 handle. Notable paper includes a massive 50,000 lot of the April 80 calls trading for $0.36. The Odd Block: Unusual Activity in WULF and YPF The Flowmaster identifies massive directional bets in two very different names. 1. TeraWulf (WULF) A Bitcoin-related name seeing a $3 million directional bet. The Trade: Buyer of 36,000 Feb 16 Calls (Average price: $0.82). Context: This is a massive sweep that creates the largest regular listed position in the name, likely betting on M&A rumors or a Bitcoin rebound. 2. YPF Sociedad Anonima (YPF) An Argentinian energy ADR seeing unusual size. The Trade: Buyer of 9,999 April 43 Calls. The "Conspiracy": Why 9,999 instead of 10,000? Henry suggests it might be to dodge block scanners set for five-digit minimums. Mail Block: Listener Perspectives Question of the Week: How are you trading this earnings week? Current Results: 44% are selling premium to "live the dream," while the rest are split between buying "juice," trading 0DTE, or staying on the sidelines. VIX Poll: 75% of listeners would rather sell the April 80 calls for $0.36 than buy them. Around the Block: What to Watch Apple (AAPL) Earnings: Reporting after the bell. The market is pricing in a 4% move—roughly double its historical average. Sector Rotations: Watching if the energy (XLE) and industrial (CAT) strength can offset the tech drag. Silver (SLV): Uncle Mike highlights silver's insane run, outperforming the S&P by 8x last year and up 60% this year.

APAC stocks were mostly subdued, with sentiment in the region clouded following a lack of fireworks at the FOMC; mega-cap US earnings saw Meta (META) rise 6.6%, Microsoft (MSFT) slip 6%, while Tesla (TSLA) rose 1.9%.FOMC kept rates unchanged at 3.50-3.75%, as expected, with the vote split at 10-2 (Miran and Waller called for a 25bps rate cut).Fed Chair Powell said rates are in a plausible range of neutral and at the higher end of the range of neutral.US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.Iranian Supreme Leader's adviser totally dismissed the notion of "a limited strike" and said, "Any military action from the US, from any origin, at any level, will be considered the start of war".Looking ahead, include Swedish GDP (Dec), Spanish Retail Sales (Dec), EZ M3 (Dec), US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), Riksbank Policy Announcement, CBRT Minutes (Jan), SARB Policy Announcement. Speakers include Norges Bank's Bech-Moen, Riksbank's Thedeen, and ECB's Cipollone. Supply from Italy & the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin, and H&MRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The markets are seeing red as a wild earnings week takes center stage. From the "Tale of Two Techs" (Microsoft vs. Meta) to a massive volatility spike, the All-Star Panel breaks down the trades, the trends, and the unusual activity lighting up the tape. Plus, we dive into the "other" Wolf and an Argentinian oil play. The All-Star Panel Mark Longo: CEO and Founder of the Options Insider Media Group. Henry "The Flowmaster" Schwartz: Vice President of Institutional Derivatives at Cboe Global Markets. "Uncle" Mike Tosaw: Wealth Manager at St. Charles Wealth Management. Trading Block: A Sea of Red and Earnings Chaos The panel discusses a volatile Thursday session with the S&P 500 seeing a 100-handle range. While tech takes a hit, other sectors like energy and financials are showing resilience. The Tale of Two Ms: Comparing the diametrically opposite reactions to Meta (META) and Microsoft (MSFT) earnings. META: Stock up ~10%; those who bought the 700-strike calls for $11 are seeing massive wins. MSFT: Stock down ~12% (a $58 drop); the same call-buying strategy was a total wipeout. Tesla (TSLA) Tumbles: Down over 2% as the market reacts to a shift in focus toward robotics and AI over traditional EV growth. Small Cap Update: Henry Schwartz notes that while the Russell 2000 (IWM) is outperforming YTD (up 6%), historically, this "value over growth" rotation rarely sticks. VIX Volatility: VIX flirting with an 18 handle. Notable paper includes a massive 50,000 lot of the April 80 calls trading for $0.36. The Odd Block: Unusual Activity in WULF and YPF The Flowmaster identifies massive directional bets in two very different names. 1. TeraWulf (WULF) A Bitcoin-related name seeing a $3 million directional bet. The Trade: Buyer of 36,000 Feb 16 Calls (Average price: $0.82). Context: This is a massive sweep that creates the largest regular listed position in the name, likely betting on M&A rumors or a Bitcoin rebound. 2. YPF Sociedad Anonima (YPF) An Argentinian energy ADR seeing unusual size. The Trade: Buyer of 9,999 April 43 Calls. The "Conspiracy": Why 9,999 instead of 10,000? Henry suggests it might be to dodge block scanners set for five-digit minimums. Mail Block: Listener Perspectives Question of the Week: How are you trading this earnings week? Current Results: 44% are selling premium to "live the dream," while the rest are split between buying "juice," trading 0DTE, or staying on the sidelines. VIX Poll: 75% of listeners would rather sell the April 80 calls for $0.36 than buy them. Around the Block: What to Watch Apple (AAPL) Earnings: Reporting after the bell. The market is pricing in a 4% move—roughly double its historical average. Sector Rotations: Watching if the energy (XLE) and industrial (CAT) strength can offset the tech drag. Silver (SLV): Uncle Mike highlights silver's insane run, outperforming the S&P by 8x last year and up 60% this year.

Daniel Mahncke and Shawn O'Malley take a deep dive into Meta — the world's most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta's “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:04:02 - How much money the Metaverse failure cost 00:06:19 - How AR glasses could replace smartphones 00:23:48 - Why Reality Labs will likely yield average returns at best 00:29:50 - What AI efforts Meta is implementing 00:32:10 - Why Meta's AI projects are not as bad as investors think 00:35:37 - How the ad engine works 00:41:31 - How WhatsApp and AI content could benefit Meta 00:57:06 - Whether Shawn and Daniel add Meta to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠ Shawn & Daniel use ⁠⁠⁠Fiscal.ai⁠⁠⁠ for every company they research — use their ⁠⁠⁠referral link⁠⁠⁠ to get started with a 15% discount! Learn how to ⁠⁠⁠join us⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Interview with Mark Zuckerberg. Google Glasses Article and Demo. MBI Deep Dives Work on Meta. 9to5Google – News, Articles, and Updates. Clay's Meta Pitch in our WSB Episode. Explore our previous Intrinsic Value breakdowns: ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Reddit⁠⁠, ⁠⁠Nintendo⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠AutoZone⁠⁠, ⁠⁠Alphabet,⁠⁠ ⁠⁠Ulta,⁠⁠ ⁠⁠John Deere,⁠⁠ ⁠⁠Madison Square Garden Sports⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

META Meta abandonne son projet de metaverse après 70 milliards de dollars de pertes. Bonne ou mauvaise décision ? https://cryptoast.fr/apres-70-milliards-dollars-pertes-meta-abandonne-projet-metaverse/ Meta Abandons VR After $70B Loss, Shifts to AI Wearables https://virtual.reality.news/news/meta-abandons-vr-after-70b-loss-shifts-to-ai-wearables/#google_vignette Polymarket - https://polymarket.com/ une vraie innovation en prédiction ou un casino en ligne ? https://www.foxbusiness.com/politics/kalshi-traders-see-42-chance-greenland-deal-before-trumps-term-ends https://www.yahoo.com/news/articles/polymarket-surges-trump-goon-2028-222241482.html@Syde teste NotebookLM de Google https://notebooklm.google.com/ Personal Intelligence: Connecting Gemini to Google apps https://blog.google/innovation-and-ai/products/gemini-app/personal-intelligence/ Introducing Cowork | Claude https://claude.com/blog/cowork-research-preview State of Venture Capitalist 2025 https://www.cbinsights.com/research/report/venture-trends-2025/ Ayden vs stripe https://www.adyen.com/ Inspiration#PODCAST :: Alex o Connor https://www.youtube.com/@CosmicSkeptic Arrêtez de vouloir plaire, soyez vrai ! avec Thomas d'Ansembourg par Les Lueurs https://www.youtube.com/watch?v=nwVUZl79mfA #MOVIE :: Koyaanisqatsi https://www.imdb.com/title/tt0085809/BOOK :: Many Lives, Many Masters by Brian L. Weiss https://www.amazon.com/Many-Lives-Masters-Prominent-Psychiatrist/dp/0671657860 #QUOTE :: “Happiness is really rooted in simplicity. The tendency to excessiveness in thought and action diminishes happiness. » Many Lives, Many Masters by Brian L. Weiss Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Clay is joined by Shawn O'Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META).  IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:40 - Why Shawn is bullish on Exor NV 00:04:58 - Why Exor trades at a 60% discount to net asset value 00:11:22 - An assessment of Exor's management team 00:39:57 - Why Daniel is bullish on Mercado Libre 00:49:49 - An overview of the competitive landscape for MELI 01:08:57 - Why Clay is bullish on Meta Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting ⁠⁠here⁠⁠. Check out The Intrinsic Value Podcast. Check out The Intrinsic Value Newsletter. Check out The Intrinsic Value Community. Related Episode: TIVP050: Portfolio Review: Performance & New Positions. Follow Clay on ⁠⁠LinkedIn⁠⁠ & ⁠⁠X⁠⁠. Follow Shawn on LinkedIn & X. Follow Daniel on LinkedIn & X. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠: Simple Mining Linkedin Talent Solutions Alexa+ HardBlock Unchained Amazon Ads Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Thanksgiving is over and Dave and I are back at it! We have a great conversation about sharing some time with family over the holidays, a router failure and then dive into some big Apple topics. Apple's VP of AI is retiring (finally) and Apple is revamping the entire team. Another Apple executive is leaving the company for Meta—Alan Dye who was responsible for UI is leaving, although some are not dissapointed. Brought to you by: Surfshark VPN: Go to https://surfshark.com/dalrymple or use code dalrymple at checkout to get 4 extra months of Surfshark VPN! Show Notes: Apple to Revamp AI Team After Announcing Top Executive's Departure Apple UI Design Chief Alan Dye Leaving for Meta Meta plans to launch a creative studio that will be led by former Apple UI designer Alan Dye iPhone 17 Demand Is Breaking Apple's Sales Records Naming the Random Street Near the Dumpsters Apple's Founding Papers Return to Auction, Could Fetch Up to $4 Million Shows and movies we're watching The Control Room, BritBox HBO Max Butchers 'Mad Men' in Botched 'Remastering' Beatles anthology, Disney+. My Life as a Rolling Stone, MGM+

Jeff McClean thinks the Fed is more scared of the jobs market than inflation right now and says a rate cut in December is “definitely on the table.” He expects more cuts in 2026 with a new Fed Chair: “the only question is, how much?” Jeff looks at dynamics within the Fed, noting “unusual” public disagreements on the rate path. He sees opportunities in small caps and the “left-behinds” right now. Jeff also calls Meta (META) “extremely compelling.” ======== 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

APAC stocks traded mostly higher as the region took impetus from the tech-led rally on Wall St, where sentiment was bolstered as dovish comments from Fed officials boosted December rate cut bets.NVIDIA (NVDA) fell afterhours on a report that Meta (META) is in talks to spend billions on Google's (GOOGL) AI chips.US President Trump posted that he had a very good telephone call with Chinese President Xi and that they discussed many topics, including Ukraine/Russia, fentanyl, soybeans and other farm products.US Q3 GDP initial estimate is to be released on December 23rd, while US PCE and Personal Income report (Sep) was rescheduled for December 5th, according to the BEA.ECB's Nagel said the current level of the Euro at 1.1600 is not cause for concern.Looking ahead, highlights include German GDP (Q3), US Weekly Prelim Estimate ADP, US PPI (Sep), Retail Sales (Sep), Consumer Confidence (Nov), Richmond Fed (Nov), Speakers including ECB's Cipollone & Makhlouf, Supply from UK, Italy, Germany & US, Earnings from Dell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Why the market is down - Bitcoin's drop - Where we see bargains - CEO Hall of Fame Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Arons sees “a lot more room to run,” citing earnings particularly. He is certain the Fed will cut rates, next year if not in December. Some of his favorite stocks are Meta (META) and Uber (UBER), and he also likes Lululemon (LULU). He makes the case for each of them, and says all of them could move 20% in a “relatively short period of time.”======== 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

In this episode of the Hot Options Report, Mark Longo provides a comprehensive recap of the volatile trading day on November 6th. Run your own reports and get more free options data at: https://TheHotOptionsReport.com The market experienced a significant downturn marked by a VIX spike above 20 and unusually heavy volume in major index products like SPY (11.4M contracts) and QQQ (6.65M contracts), signaling strong bearish sentiment. The action was dominated by a Tech Takedown, with Nvidia (NVDA), Meta (META), and AMD all facing heavy selling and driving massive options volume, primarily in downside put contracts. Other notable trades included a significant put position in Microsoft and continued high options activity in Small Caps.

John Belton says we're in a fragile place in the markets, but fundamentals are still solid. Despite recent volatility, he thinks the consumer is resilient, and companies are healthy, as seen in strong earnings beats. Belton believes the Fed's end of quantitative tightening is a good move, and he's still bullish on A.I. names like Alphabet (GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL), citing massive returns on their A.I. infrastructure investments.======== 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

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - Alphabet's big cloud quarter - Meta's AI questions - Amazon and AWS growth - Netflix's surprising stock split Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG). Host: Travis Hoium Guests: Lou Whiteman, Asit Sharma 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

We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM's great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Cloud outages - GM's results and the EV future - The rise of the co-CEO - Apple's iPhone growth Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall 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