Podcast appearances and mentions of meta platforms meta

We're likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they'll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - AI Moats - Fragile Competitive Advantage - Valuing AI Stocks - Metrics to Watch - Stock Opportunities Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel 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

Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It's a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices. Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST). Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: Bart Shannon 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of your personal data. We answer if this is a game-changer or another incremental change. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Meta Muse- Meta's Data Problem- Consumer AI- Adoption Timelines- AlphaGenome- AI in Health Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), Shopify (SHOP). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth 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

Tesla held a robotaxi event this week but didn't invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe's new CEO, and the health of consumer spending. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Tesla's “Event” - GPT-6 - Adobe's New CEO - 10-Year Predictions - Retail's Health - Radar Stocks Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick's Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU). 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

The FTC and 22 U.S. states have filed a lawsuit against Amazon (AMZN) over allegedly manipulating advertising auctions and scalping more than $20 billion from over a million advertisers. Marley Kayden explains what makes the suit so significant for the Mag 7 firm just after Meta Platforms (META) settled its child safety trial. Tim Biggam offers an example options trade for Amazon. ======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Longbow Asset Management CEO Jake Dollarhide dissects the current global bond sell-off, attributing it to sustained high oil prices and the resulting 'higher for longer' interest rates. He explains the inverse relationship between interest rates and bond prices, highlighting the struggles for diversified 60/40 portfolios. Dollarhide notes the significant corporate bond issuance from tech giants like Amazon (AMZN) and Meta Platforms (META) is challenging U.S. Treasuries. He also scrutinizes the Fed's potential actions, especially concerning a possible September rate hike, emphasizing the critical role of upcoming employment, CPI, and PPI reports.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer. Ted then turns to his bull cases in Meta Platforms (META), Micron (MU), and SpaceX (SPCX). ======== 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

As oral arguments in the child safety trial for Meta Platforms (META) unfold, James Czerniawski explains the crux behind state prosecutor arguments pointing to "addictive" features of the Mag 7 company. He says features like autoplay and "infinite scrolling" make a strong case against Meta. That said, James explains that some studies the prosecutors use raise yellow flags in their arguments. ======== 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

Harsh rhetoric between the U.S and Iran, plus a mixed picture on housing from Home Depot (HD) earnings and housing starts and permits, leave investors on unsteady footing Tuesday, says Kevin Hincks. He warns to keep an eye on headlines and brace for a "tone change" surrounding the Strait of Hormuz. In equities, Meta Platforms (META) faces a crucial trial over child safety concerns tied to its social media enterprise. ======== 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

Hearings begin for the Meta Platforms (META) child safety trial spearheaded by attorneys from more than half of U.S. states. Home Depot (HD) posts a top and bottom line beat before the opening bell while Keysight (KEYS) reports after the close. Marley Kayden takes investors through some of the top stories of Tuesday's trading session. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Meta Platforms (META) "is turning into one of our favorite names," says CFRA's Angelo Zino, who says the core business and growth prospects both appear healthy. The cheapest valuation among the Mag 7 and new products are other key factors he sees buoying the social media giant. Austin Lyons says Meta can use its own AI models to improve ad efficiency while keeping costs contained. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

It's a mixed picture to kick off a new trading week. Sam Vadas highlights softness in the software space that includes a downgrade in Workday (WDAY). However, Okta (OKTA) was tapped with an upgrade. On the international front, Sam talks about Alibaba (BABA) and how its Qwen AI models have been downloaded 3 billion times, which is more than Meta Platforms (META) and Alphabet (GOOGL). ======== 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

Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, including Baidu (BIDU), as investors express concerns of increased CapEx and shrinking ad revenue. He then turns to JD.com (JD) as a more "traditional" company. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

LikeFolio's Andy Swan analyzes AppLovin (APP) after earnings, highlighting a shift in advertiser spending toward closed platforms like Meta Platforms (META) and Reddit (RDDT). He discusses AppLovin's traffic trends, competition with The Trade Desk (TTD), and why the company needs to rebuild trust with advertisers and investors. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In today's Daily Editorial, we chat with Joel Elconin, Co-Host of the PreMarket Prep show and Founder of the Stock Trader Network, to analyze the persistent strength across U.S. equity markets and explore where capital is rotating next. Key Discussion Points: Market Momentum & Technical Breakouts: A look at the velocity behind recent all-time highs in the S&P 500, why pullbacks have been minimal, and how stable interest rate expectations are fueling institutional confidence. The Evolution of the AI Trade: An examination of how market sentiment is shifting from penalizing heavy corporate expenditure to rewarding companies that demonstrate real efficiency gains and margin expansion through AI integration. Energy Demand & Infrastructure Pick-and-Shovel Plays: Discussion surrounding the massive surge in power requirements for AI data centers and why utilities, nuclear energy, and natural gas infrastructure are emerging as key beneficiaries. Robotics, Space, and Long-Term Market Timelines: A reality check on consumer robotics, public sentiment toward space technology, and why investors need patience when evaluating visionary growth projections. Evaluating High-Profile Pre-IPO Opportunities: Tactical guidance on analyzing Net Asset Values before buying into funds or holding companies with exposure to private tech mega-caps like Anthropic and SpaceX. Stocks & Ticker Symbols Mentioned: S&P 500 ($SPX / $SPY), Microsoft ($MSFT), Alphabet ($GOOGL), Meta Platforms ($META), PowerLaw ($PWRL), Fundrise Innovation Fund ($VCX), Destiny Tech100 ($DXYZ), Tesla ($TSLA).   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.

Meta Platforms (META) announcing Muse Glimmer and making other AI models publicly available is good for the broad ecosystem, says James Czerniawski. He believes the move will "compress" the needs of AI and give Meta an edge with accessibility. James adds that it will add competitive pressures to other AI compute companies, so long as the product wows consumers. The Mag 7 giant also needs to overcome souring sentiment on the AI trade. ======== 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

Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says Tom White, as all indices except the Nasdaq-100 (NDX) hover just off record highs. He explains how Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT) and other Big Tech prints added much needed muscle to stocks. Tom then touches on Berkshire Hathaway (BRK/B) earnings and how the company added more to its portfolio. Also on his radar: Meta Platforms (META) releasing new AI models. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Christopher Zook puts the AI trade in focus, breaking down those that spend versus those that earn using companies such as Meta Platforms (META) and Palantir (PLTR) to assess the different ways AI impacts these businesses. Christopher maps out his bullish outlook for alternative assets and the space industry. Among his stock picks: Palantir (PLTR), Cerebras (CBRS), X-Energy (XE), York Space (YSS). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

It's a tech-themed Big 3 today with Don Kaufman. First up, Marvell (MRVL) where he maps out a bearish put spread and believes further downside remains amidst a bear market rally. Next, Don looks at Netflix (NFLX) believing there to be a bullish support level found. Last, he isn't riding the rally in Meta Platforms (META) and composes a bearish example trade for the Facebook parent company. Rick Ducat maps out the technical patterns for each company. ======== 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

Charles Moon maps out the fundamental case for a trio of names on his radar: Meta Platforms (META), Okta Inc. (OKTA) and the GLD ETF. As markets reach new all-time highs, he explains why he's looking at 3 very different investing opportunities while Rick Ducat dives deep into the technical chart formations to monitor. ======== 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

Direxion launched new defined income boost ETFs with ties to 6 big stocks: Nvidia (NVDA), Tesla (TSLA), Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR) and Micron (MU). Bilal Little explains his firm's approach and joins Nicole Petallides at the NYSE. Later, he discusses the big swings taking place amongst the largest companies as a potential indicator to watch for volatility. ======== 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

Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI. Martin also shares her take on the latest results from Meta Platforms (META) and Apple (AAPL).======== 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

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I.Walter also says Apple (AAPL) is taking a different approach, focusing on enhancing its existing products and user experience rather than competing in the A.I. spending race.======== 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

Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off.Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I. without a clear path to shareholder returns. He also says Apple (AAPL) is benefiting from a more measured strategy, giving it the flexibility to capitalize on A.I. advancements while continuing to drive iPhone growth and innovation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

A day after a massive market drop, two A.I. giants told very different stories. Microsoft (MSFT) delivered a blowout quarter, revenue up 18% to $90B and Azure topping $100B for the first time, enhancing its argument that its A.I. spending is already paying off. Meanwhile, Meta Platforms (META) posted record revenue, but missed earnings and said it expects to spend on the higher range of its prior capex guidance, expecting $130B-$145B this year. On the chip front, Lam Research (LRCX) is moving higher despite mixed earnings as raised its 3Q guidance. Jenny Horne has Thursday's top moving stocks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin Hincks does not see Fed Chair Kevin Warsh and the FOMC raising interest rates for July. He points to recent economic data and consensus data for upcoming prints like core PCE he says tilts toward a pause. Kevin also outlines his expectations for Microsoft (MSFT) and Meta Platforms (META) earnings and why AI ROI will be the point investors watch for the most. ======== 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

Landon Swan from LikeFolio discusses expectations for Meta Platforms (META) ahead of the company's earnings release after Wednesday's closing bell. He touches on consumer demand data and says the company is “doing a lot right” to maintain its global audience through social media.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and Lam Research (LCRX), along with one of the biggest consumer discretionary names in Starbucks (SBUX). ======== 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

Microsoft (MSFT) surpassed wall street's expectations on the top and bottom line, while Meta Platforms (META) and Qualcomm (QCOM) both missed on EPS as investors weigh CapEx and its ability to generate long-term ROI. Marley Kayden takes investors through the biggest earnings after Wednesday's trading session. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open source AI models like Kimi are changing the way investors see CapEx.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while still keeping it tied to tech themes. She turns to the Fed and offers her reasoning as to why the committee can hold interest rates.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the technicals in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the OptionsDisclosure 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today's show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China's Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The World Cup drove adoption of prediction markets-The difference between investing and gambling-How China's Kimi K3 model could disrupt the AI space-Whether Nvidia stock could be a hidden beneficiary-Mailbag: The outlook for digital advertisingCompanies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth 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

Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt. Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor's accelerated growth in June-Meta Platforms' greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school? Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS) Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth 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

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors. Ted also discusses potential tailwinds and opportunities for the tech sector.======== 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

Mag 7 giants Nvidia (NVDA) and Meta Platforms (META) saw a week-long rally while SK Hynix (SKHYV) made a strong public trading debut in the U.S. Sam Vadas talks about the biggest tech headlines catching investor attention throughout this week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Micron (MU) has made a 12-digit pledge to U.S. tech over the next decade. SK Hynix sets the stage for its U.S. IPO. Trading in Meta Platforms (META) turned volatile on the session with its latest the plans. Marley Kayden talks about the biggest headlines moving markets Thursday. ======== 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

Despite the June jobs report coming in weaker than expected, Charles Schwab's Kevin Gordon considers the inflation story the main focus of the Fed's forward momentum. He urges investors pay attention to the impact it will have on American wallets, as a significant shift in wages will push the Fed toward stronger interest rate hikes. When it comes to markets, Kevin talks about the "MUSES" versus the "AAMMO" as Micron (MU), Samsung and SK Hynix poses new dynamics for Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and other hyperscalers. ======== 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

With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META) not showing any signs of slowdown, Melissa Otto makes the case that there's much more room for the AI trade to run. One of the biggest beneficiaries she sees from the boom: AMD Inc. (AMD). Melissa expects upward revisions in data center revenue in AMD's earnings early next month. Competition from Nvidia (NVDA) and other chipmakers pose a challenge to AMD, though Melissa isn't too concerned. ======== 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

Jed Ellerbroek discusses the market's digestion of strong second-quarter gains, the impact of U.S.-Iran tensions on oil prices, and what's ahead for cyclical stocks. He highlights upcoming earnings from Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT). Jed offers insight into the opportunities he sees in these companies and others in the quarter ahead. ======== 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

Diane King Hall turns to Wednesday's early movers by highlighting a pair of upgrades in Dollar Tree (DLTR), though neither signal a concrete bullish stance. The same applies to a Goldman Sachs upgrade in RH (RH). Diane then discusses Mag 7 movers in Meta Platforms (META) as it plans to launch “super sensing” AI glasses.======== 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

Diane King Hall talks about Erste Group's upgrade on Meta Platforms (META) as the firm sees promise in the Mag 7 giant's CapEx plans. Bank of America is reinstating Shopify (SHOP) with a buy rating and a $150 price target. Diane also mentions reports of Fiserv (FISV) looking to sell its payments infrastructure business.======== 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

Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren't evenly distributed and we discuss what's sustainable and what's not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Record Q2 Performance - How AI Ruled the Day - Meta the Neocloud? - What Happened to Compute Constraint? - History of U.S. Stocks - Stocks on Our Radar Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser 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

Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson is upgrading Palantir (PLTR) and reports Apple (AAPL) seeks to buy Chinese AI chips. ======== 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

Like it or not, Micron is driving the stock market and the company's earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta's new prediction markets app and Alphabet joining the Dow Jones Industrial Average.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Memory's Wild Ride- Micron's Earnings- Meta & Prediction Markets- Can Zuck Innovate?- Alphabet Joins the Dow- Why the Dow Doesn't MatterCompanies discussed: Micron (MU), Meta Platforms (META), Alphabet (GOOG, GOOGL).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth 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

The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener's question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5's $160 million opening weekend-Hidden winners with growing box office sales-Microsoft's deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth 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

Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn't sign up for. Plus, we discuss Fox buying Roku, SpaceX's $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Robinhood and Rivian Layoffs - Are Layoffs Backfiring? - Fox Buys Roku, But Why? - SpaceX Buys Cursor - World Cup of Investing - Stocks On Our Radar Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX). Host: Travis Hoium Guests: Lou Whiteman, and Emily Flippen 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

The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian's layoffs and Eli Lilly's latest acquisition. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Snap's new Specs - Rivian announces more layoffs - Eli Lilly's acquisition spree continues Companies discussed: Snap (SNAP), Rivian (RIVN), Eli Lilly (LLY), Tesla (TSLA), Meta Platforms (META). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren 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

It's a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Magnificent 7 stocks vs international diversification -How to diversify into Japan and India -Stocks that have lost momentum: MercadoLibre and SoFi -The threat to SentinelOne from Anthropic's Mythos Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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