Podcast appearances and mentions of meta meta

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!

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

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

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

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.

養大一個孩子需要全村之力，照顧老人也需要整個社會同行，在變老的路上，伊甸希望能成為長輩和照顧者的夥伴。從日間照顧、居家服務到家庭照顧者支持者服務，邀你和伊甸一起用愛，讓長輩們可以安心、放心、開心生活。 https://fstry.pse.is/8laj77 —— 以上為 Firstory Podcast 廣告 —— 你是否也曾在忙碌下班後，順手點開一則看似尋常的包裹簡訊，或是在社群上被那個長得極像「M」的假連結（其實是 r 與 n 拼湊而成）給騙過？在資訊爆炸的時代，詐騙不再是笨拙的恐嚇，而是精準的「擬態」，它潛入你的電費單、串流平台通知，甚至偽裝成免費的理財雞湯。這些訊息利用我們在疲勞中產生的「自動化信任」，在防禦機制破防的瞬間，讓我們悄然掉入陷阱。 但這集要談的不只是個人警覺，而是背後那雙看不見的推手。當我們檢舉無效、演算法卻不斷推送更多誘餌時，我們必須看見：詐騙已演變成一場「假訊息資本主義」的合謀。從路透社揭露的 Meta 內部文件來看，這不再是單純的技術疏失，而是一種「管理風險以獲利」的商業選擇。平台不再只是受害者或守門人，而是將詐騙風險定價、從中收受「詐騙稅」的經濟鏈節點。 點擊收聽本集，讓我們一起拆解詐騙如何從日常擬態進化為系統性的利潤收割，看清那些被平台「策略性不作為」所掩蓋的真實代價。 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckdfc5j8vrj9p0804bqmdk77w/comments ｜本集精華｜日常資訊的「擬態」陷阱：詐騙訊息透過精準模仿官方語氣與介面（如將 rn 偽裝成 m），將受害者鎖定在既有的信任框架中，利用資訊疲勞將「辨識」轉化為「無意識的信任」。演算法成為詐騙引路人：平台的個人化系統會記住你的數位足跡，當你出於好奇點擊詐騙廣告，演算法會將你標記為精準受眾，形成一個不斷放大脆弱性與利潤的「詐騙迴圈生態系」。風險定價：Meta 的內部文件顯示，Meta 對疑似詐騙但未達 95% 確定性的廣告採取「懲罰性出價」，收取更高廣告費而非直接封鎖，實質上將詐騙視為高風險、高獲利的客戶類別。營收防護欄的道德邊界：平台內部設有嚴格限制，規定審核團隊的行動所造成的損失不能超過總收入的 0.15%，這意味著企業社會責任在資本邏輯面前，必須為 160 億美元的黑錢收益讓路。被制度化忽略的用戶舉報：用戶檢舉功能更像是一種心理安撫的「安慰劑」；數據揭露 Meta 忽視或錯誤拒絕了 96% 的有效詐騙舉報，規則的解釋權完全壟斷在平台手中。 ｜逐字稿引述｜ 「那個 Microsoft 的連結，他的 .com 那個 m 是 r 跟 n 拼在一起，你遠遠的看根本就是完全就很像 M 這樣……它的危險其實就在於他會讓人覺得自己在辨識資訊，但其實早就已經被設計在這個信任框架裡面了。」—— 育襄 「這很像是我們今天醫院，可能就是靠生病為生……如果今天大家很健康，我就沒有辦法賺到你很多錢……詐騙的這個病只要還在，它的流量就不會停止。」—— 育襄 「他平台根本就沒有要把風險移除，而是把風險進行定價……只要你願意付得出更高的這種廣告費，你就可以繼續投放……Meta 其實就是成為一種詐騙稅收機關。」—— 育襄 「媒體素養它除了是辨識真偽的一個能力以外，也是理解權力的方一個方式，理解到底是誰在傳遞訊息、為什麼要傳，那希望我們相信什麼。」—— 育襄 --------------------------------------------------------------------------------

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

短影音平台TikTok母公司字節跳動，營收已經超車，臉書母公司Meta。同時加速智慧汽車布局，但並非先前市場傳聞的字節造車，而是在最近，和德國汽車大廠賓士，簽署戰略合作升級備忘錄，將在智慧座艙、輔助駕駛等，展開深度合作。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

Ted Weisberg discusses why a 25 basis point cut is the right move this week and names some stock picks. He's a long time Meta (META) bull and thinks it can continue to climb, calling it “reasonably priced” in the tech sector. He also likes glasses maker Essilor (ESLOY), discussing its vertical integration and expansion. Other picks include Oracle (ORCL) and Chubb (CB). However, he says that dividend stocks will become more desirable as interest rates come down and points investors that way.======== 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

Meta (META) and Alphabet (GOOGL) reportedly agree to a multimillion dollar cloud services deal. Brett Crowther examines recent chart activity in META shares, highlighting near-term support around $732 and resistance at $750 as shares have fallen from all-time highs earlier in the month. For a longer-term look, Brett uses a 1-year chart and says the RSI momentum indicator isn't necessarily showing bullish signs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Summary del Show: • Wall Street sube antes del discurso de Powell en Jackson Hole, con cautela tras la revisión a la baja de payrolls y la expectativa de señales sobre futuros recortes de tasas. • La administración Trump evalúa redirigir $2B del CHIPS Act hacia minerales críticos, impulsando a compañías como $ALB en la carrera por recursos estratégicos. • Meta $META firma un acuerdo de $10B con Google Cloud $GOOG para cubrir demanda inmediata de infraestructura AI mientras construye sus propios centros de datos. • Nuro recauda $203M con el respaldo de Uber $UBER y Nvidia $NVDA, alcanzando $6B de valoración y reforzando su apuesta por la conducción autónoma en EE.UU.

This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position themselves for the next decade and beyond.You'll hear about recent dividend news from Interface (TILE) and Agree Realty (ADC), how US and European infrastructure approaches differ, why utilities like Iberdrola (IBE.MC) and Enel (ENEL.MI) stand out, and how tech giants Meta (META), Alphabet (GOOG), and Microsoft (MSFT) fit into the AI megatrend. We also look into healthcare innovation, options income strategies, and favourite finance content creators.Tickers Mentioned: TILE, ADC, O, BAM, BIP, NEE, DUK, ED, IBE.MC, ENEL.MI, ABB, DG.PA, META, GOOG, MSFT, GE, CWEN, ASML.AS, SAP, MDT, MRK, ABBV, NVO, LLY, ROG.SW, SNY, SYK, ABT, BDX, RMD, STRCChapters:00:00 – Introduction & Guest Welcome02:52 – Company News: Interface & Dividend Increases05:41 – Agree Realty & REIT Quality08:43 – Understanding Megatrends11:51 – Infrastructure as a Megatrend29:06 – Clean Energy Transition39:31 – The Rise of Technology & AI46:51 – Healthcare Opportunities01:04:06 – Options Income Strategies & High Yield Ideas01:20:06 – Favorite Finance Content Creators & Closing RemarksGet a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - @DividendTalk_Twitter - @European_DGIJoin our Facebook Community - Dividend Talk Facebook GroupJoin our Discord group - https://discord.gg/nJyt9KWAB5

Lucas Downey notes that late summer usually sees liquidity dry up, which in turn can cause bouts of volatility. He likes Palantir (PLTR), Meta (META), Microsoft (MSFT), which have performed well after earnings and guidance. On the other hand, he notes that companies missing earnings are “falling like rocks.”======== 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

James Demmert sees “great” fundamentals in international equities. He likes the telecom sector, focusing on the “AI telecom space,” arguing Meta (META) is one of those names. He likes Apple's (AAPL) further investment in the U.S. and says that because it's late to the AI game it needs to woo back institutional investors. “All they have to do is come up with one really great AI,” and then James thinks the stock will head higher. He also likes the financial sector, banking on deregulation and a Fed cut.======== 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

Alexandra Ebert covers AI and global business, reflecting on Mag 7 earnings and the race between the U.S. and China. She compares Microsoft's (MSFT) AI investments, which she calls more vertically aligned, to Meta (META), which is more consumer and ad focused. She thinks MSFT is “more stable in its current business model.” However, she thinks many businesses are “overhyping” AI benefits and uses, and productivity gains are unclear. Alexandra also explains how we can continue to evolve AI models and their uses.======== 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

S&P Futures are showing strong gains this morning after outstanding earnings from Microsoft (MSFT) and Meta (META), both of which delivered results that surpassed expectations. Outside of tech, a majority of companies have delivered mixed or disappointing results. Fed Chairman Jerome Powell came across as hawkish in his press conference yesterday and indicated that the Fed is looking past the tariff situation by not raising rates. President Trump announced a trade deal with S. Korea. An agreement with Mexico remains fluid while an agreement with Canada appears unlikely. A federal appeal court will begin hearing oral arguments today on President Trumps claim that economic emergencies allow him the right to impose tariffs. The key economic data point for today will be the PCE report due out in the pre-market. On the earnings front, MSFT, META, WDC, EBAY & CVNA are higher after announcements. RACE, ARM, LRCX, WCOM, BUD, F, & HOOD are lower. After the bell today are earnings reports from AAPL, AMZN, KLAC, COIN, NET, ROKU, and RDDT.