Podcasts about micron

Kick off the first full week of 2026 with a deep dive into a wild day on the options tape. In this episode of the Hot Options Report, Mark Longo breaks down the top 10 most active products, headlined by a massive breakout in Micron (MU) and a significant "dark side" shift in Tesla (TSLA). While the broader market saw mixed action, the semiconductor space stole the show. We analyze why Micron popped 10% to close near $344 and what the heavy activity in the 350 calls suggests for the rest of the week. Meanwhile, Tesla bulls took a breather as volume flooded into the 430 puts following a 4% sell-off. In this episode, we cover: The Semiconductor Slugfest: Nvidia vs. Tesla for the #1 spot. Micron's Moonshot: Breaking down the 619,000 contracts and the $350 call interest. Tesla Sentiment Shift: From $500 calls to $430 puts—is the "dark side" taking over? The Tech Round-up: Unusual activity in Palantir (PLTR), AMD, Apple (AAPL), and Amazon (AMZN). SoFi's Slump: Analyzing the 8% drop and the volume at the $27 strike. Check out more from The Options Insider: Get Pro Insights: theoptionsinsider.com/pro Daily Data & Tools: TheH otOptionsReport.com

המדדים נראים רגועים, אבל מתחת לפני השטח השוק בוער. בפרק הזה נצלול לגל הספקולציה החדש: מניות חלל וביטחון שמטפסות בעשרות ומאות אחוזים, סקטור השבבים שמפרק שיאים, ומניות קטנות עם פלוט נמוך שמייצרות תנועות אגרסיביות במיוחד.נדבר על SIDU שטסה על רקע מתיחות גיאופוליטית, על SKYT ו־TSM בלב מלחמת השבבים, ועל Micron שמסמנת את קצב הסקטור. נבחן גם את ההתנדנדות של הענקיות – מטסלה ועד נטפליקס – ואת הסימנים שהשוק מתחיל להעדיף מסחר אגרסיבי על פני “השקעה רגועה”.נסיים בזירה הגיאופוליטית: טראמפ, ונצואלה, נפט ומעצמות – ואיך הכול מתחבר לכסף החכם שמתחיל לזוז מוקדם מהציבור.פרק שמסביר למה השוק של 2026 לא נראה כמו מה שהכרת.

Welcome to the first Hot Options Report of 2026! Mark Longo kicks off the new trading year by breaking down a high-volume session where "opening paper" dominated the tape. Despite a respectable 678,000 contracts needed to break the Top 10, the action was concentrated in zero-day expirations (0DTE) and a major shakeup in the EV sector. Market Highlights & The Top 10 Countdown The year started with a bang for semiconductors like Intel and Micron, while Tesla faced a rocky road following disappointing Q4 delivery numbers. We dive deep into the most active options contracts for the following movers: Tesla (TSLA): The undisputed #1. Following soft Q4 delivery data, the stock slipped 2.6%. The tape was lit up by 179,000 of the $440 Puts expiring today. Nvidia (NVDA): Claiming the #2 spot with 2.85M contracts. Investors focused heavily on the $190 Calls, with 347,000 contracts trading as the stock gained 1.25%. Palantir (PLTR): A rough start for PLTR, dropping 5.5%. Unlike the rest of the 0DTE crowd, the hot action here was in the $180 Calls expiring next week. The Semi Surge (INTC, MU, AMD): Intel rallied 6.75%, Micron gained a massive 10.5%, and AMD climbed 4.3%. We break down the heavy call activity in all three. Big Tech (AAPL, AMZN, NFLX): A mixed bag for the giants. Netflix saw a 3% sell-off, while Amazon and Apple both struggled to stay green. Data: TheHotOptionsReport.com Twitter/X: @Options

From memory and oil to space technology, Stocks To Trade's Tim Bohen turns to today's Big 3 that he expects to make headlines in 2026. He why Micron's (MU) demand, Exxon Mobil's (XOM) energy resilience, and Rocket Lab's (RKLB) clash in speculative and narrative trading make them stocks to watch. Rick Ducat backs Tim's points by examining bullish and bearish trends in the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Charles Moon discusses the capex and power questions facing A.I. growth. He sees memory stocks leading the sector, and says they have held up the best this year, noting Micron (MU) at new highs. “This is probably the one segment to watch” for consistent growth and low volatility, he argues. Micron is set up “really well” for 2026 and could potentially become the leader of the segment. He also likes Oracle (ORCL), Meta Platforms (META), and Netflix (NFLX).======== 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

Tuesdays deep dives is going to be more of what you'll see in 2026. The beginning of this gives you an idea of how I'll look at opportunities, but it will be for paid members on Substack. I also held my first OFFICE HOURS session on Substack Live today which had minor attendance so it's like a 1 on 1 with me. It's pretty much an AMA and will happen twice a week. https://dailystockpick.substack.com/THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 65% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Micron (MU) became one of the year's biggest winners, rallying more than 200% in 2025. Rick Ducat analyzes the stunning price action of the storage chipmaker and weighs if Micron can continue momentum into 2026. ======== 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

Cuando se menciona el sector de los semiconductores, casi automáticamente el pensamiento se dirige a Nvidia. Sin embargo, existe otra empresa que en el último año ha mostrado un desempeño todavía más llamativo: Micron. En esta entrega de Radar Empresarial ponemos el foco en cómo se perfila 2025 para el productor estadounidense de chips. Sus acciones acumulan una revalorización cercana al 229%, una cifra muy superior al avance registrado por Nvidia, que ronda el 34% en el mismo periodo. Incluso otras compañías del sector han logrado situarse por delante del gigante liderado por Jensen Huang. Para comprender el potencial de Micron basta con revisar las previsiones presentadas junto a sus resultados del primer trimestre fiscal de 2026. La compañía anticipa ingresos superiores a los 18.000 millones de dólares durante su segundo trimestre fiscal. Asimismo, estima un beneficio por acción de 8,42 dólares, casi el doble de lo que esperaba el mercado. Se trata de proyecciones históricas que, según analistas de Morgan Stanley, representan el mayor incremento de ingresos y beneficio neto en dólares jamás visto en la industria estadounidense de semiconductores, dejando al margen a Nvidia. En términos de facturación, la empresa ha pasado de ingresar 8.710 millones de dólares en el mismo periodo del año anterior a superar los 13.000 millones, por encima del consenso del mercado, que se situaba en 12.830 millones. Una de las palancas clave de este crecimiento ha sido el negocio de memorias DRAM, principal componente de la memoria RAM utilizada en ordenadores y servidores. Esta división alcanzó ingresos de 10.800 millones de dólares, lo que supone un aumento del 69% interanual. A pesar de estos resultados, Micron ha decidido cerrar su negocio Crucial para concentrarse en memorias destinadas a servidores de inteligencia artificial. La dirección sostiene que esta estrategia mejorará el suministro a grandes clientes y advierte que la escasez de memoria continuará impulsada por la demanda de IA.

OpenAI launches an app store inside ChatGPT, AI demand explodes RAM prices by 200%, Valve kills the cheapest Steam Deck, and Netflix keeps pushing deeper into gaming. This week's news shows how AI is now directly reshaping gaming platforms, hardware economics, and distribution.What we cover:• OpenAI's new GPT App Directory• Monetization and games inside ChatGPT• Why AI demand broke the RAM market• Why consoles and Steam Deck prices are rising• Micron exiting consumer memory• Netflix acquires Ready Player Me• Warner Bros deal still unresolved• Tencent vs Sony settlement• Game Awards viewership growth• Cozy PC hits inspiring mobile• League of Legends roadmap• EA acquisition moves forwardGet our MERCH NOW: 25gamers.com/shop--------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters0:00 — OpenAI turns ChatGPT into a platform01:15 — Apps, monetization & why this matters for games02:40 — AI demand breaks the RAM market03:55 — Why gaming hardware pays the price05:05 — Steam Deck price jump explained06:10 — Netflix doubles down on gaming & avatars07:15 — Industry quick hits (Tencent, Game Awards, cozy games)08:30 — What this means for gaming in 202609:10 — Final takeaway---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Weltraum-Überflieger, den nächsten Orsted-Rückschlag und die 3 perfekten Erbstreit-Vermeidungsfragen. Außerdem geht es um Micron, Nvidia, Broadcom, AMD, Eli Lilly, Abivax, Huntington Ingalls Industries, Starfighters Space, iShares Quantum Computing ETF (WKN: A41HPW), ETF Van Eck Space Innovators (WKN: A3DP9J9), D-Wave Quantum, Rigetti 13%, Ionq 11%, Quantum Computing 13%, Interactive Brokers, ICE, Draftkings, Flutter Entertainment, Robinhood. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again? Alicia Alfiere, Keith Speights, and Tim Beyers discuss: - What would drive outperformance for Micron. - Why 2025 was so good to Robinhood. - The macro factor Newmont investors shouldn't ignore. Tickers: Companies discussed: MU, HOOD, NEM Host: Tim Beyers Guests: Alicia Alfiere, Keith Speights Producer: Anand Chokkavelu 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

Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China's position as the world's factory is shifting. Growth is slowing to approximately 4-5%, wages are rising, the workforce is shrinking due to an aging population, the property crisis is weighing on GDP, and Western tariffs are restricting exports. For decades, China produced goods at low cost, but a significant supply chain gap is now emerging. India is emerging as a leading contender, with a 6.4% growth forecast, production-linked incentives attracting companies such as Apple, Samsung, and Micron, and digital infrastructure like UPI and Aadhaar accelerating business. Vietnam, Mexico, and Indonesia are also competing for manufacturing investment. The key question is whether India can redefine manufacturing through scale, stability, and strong domestic demand, or if bureaucracy and inequality will impede its progress. Learn more about your ad choices. Visit megaphone.fm/adchoices

Micron's (MU) meteoric momentum continued Monday to new all-time highs on the back of last week's earnings. Rick Ducat analyzes the stock's supreme outperformance to peers in Nvidia (NVDA), Broadcom (AVGO), and Intel (INTC). When turning to Micron's stock chart, Rick points to a moderating upside breakout as a potential reversal signal. Options activity also ticked lower on Monday's session. ======== 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

One of the best episodes of the year to close out. Why? Because I provide a Seeking Alpha Scanner and a look at the top performing ETF's and what they are bullish on. THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠⁠EPISODE SUMMARY

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: THE DECODE Big Funding Headline: OpenAI's reported mega-round and valuation https://www.reuters.com/technology/openai-discussed-raising-tens-billions-valuation-about-750-billion-information-2025-12-18/ https://x.com/danielnewmanUV/status/2001366643436315110  https://x.com/danielnewmanUV/status/2001362761247527174  https://x.com/PatrickMoorhead/status/2001267663490646200 https://techcrunch.com/2025/12/17/amazon-reportedly-in-talks-to-invest-10b-in-openai-as-circular-deals-stay-popular/  AWS "Circular deal" / Corporate venture logic AI build-out constraints https://www.theverge.com/news/846696/electricity-cost-ai-data-center-democrat-investigation https://www.axios.com/2025/12/17/democrats-data-centers-ai-fight  https://www.politico.com/news/2025/12/12/arizona-city-rejects-data-center-after-ai-lobbying-push-00688543 Marvell Industry Analyst Day highlights https://x.com/MoorInsStrat/status/2000359388264161710  Government "Tech Force" for AI Talent https://www.cnn.com/2025/12/15/tech/government-tech-force-ai  Google works to erode Nvidia's software moat (TPU + PyTorch + Meta) https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/ Judge rules Tesla engaged in deceptive marketing for Autopilot and full self-driving features https://techcrunch.com/2025/12/16/tesla-engaged-in-deceptive-marketing-for-autopilot-and-full-self-driving-judge-rules/ Tesla tests autonomous vehicles without safety drivers in Austin, Tx https://techcrunch.com/2025/12/15/tesla-starts-testing-robotaxis-in-austin-with-no-safety-driver/  Adobe Firefly now supports prompt-based video editing, adds more third-party models https://techcrunch.com/2025/12/16/adobe-firefly-now-supports-prompt-based-video-editing-adds-more-third-party-models/ https://youtu.be/SjtULo8qs88?si=quE7pEptW8xph1OI  Google's Opal for vibe coding comes to Gemini https://techcrunch.com/2025/12/17/googles-vibe-coding-tool-opal-comes-to-gemini/ THE FLIP OpenAI - Tulip Bubble and Canary in the Coal mine or The Real AI Deal? https://x.com/danielnewmanuv/status/2001487733823541634?s=46&t=8QBZggR299yC4bcbbox-Xg https://x.com/danielnewmanuv/status/2001366643436315110?s=46&t=8QBZggR299yC4bcbbox-Xg BULLS & BEARS AI infrastructure stocks tumble on debt fears: Oracle, Broadcom, CoreWeave selloff https://www.cnbc.com/2025/12/16/cnbc-daily-open-ai-infrastructure-stocks-are-taking-a-beating.html  Recent Fed rate cut & speculation of another coming soon: https://x.com/danielnewmanUV/status/2001041850669404473 Oracle earnings (Q2) — CapEx reality check https://www.forbes.com/sites/greatspeculations/2025/12/18/whats-happening-with-oracle-stock/ https://finance.yahoo.com/news/oracle-plunges-12-despite-earnings-145626357.html Micron crushes earnings as AI data center demand tightens memory supply https://finance.yahoo.com/news/why-wall-street-expects-micron-183836008.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKf8aUugkk7hJbCnmiZWS2q5x1WWjD07AUywz6vzxnw6btX2iK0-aNmQBgg3sU67GWZXIKHz74cGnjnzZYeuBDv1A8_Rwp67iIKAtMI1A94LhJTRlcqdnN2_QYPWB_5ZTkO96ZSpFMjMsAwDUBf1yz-RIQnA-78Yk-zhD6VFqr- https://x.com/danielnewmanuv/status/2001404328997712349?s=46&t=8QBZggR299yC4bcbbox-Xg Broadcom earnings (Q4) — custom silicon tension https://finance.yahoo.com/news/broadcom-q4-earnings-beat-estimates-154300300.html Databricks raises $4B at $134B valuation as its AI business heats up https://techcrunch.com/2025/12/16/databricks-raises-4b-at-134b-valuation-as-its-ai-business-heats-up/ Smartphone Prices Set to Jump 6.9% as AI Data Centers Devour Memory Chips: The shortage of DRAM chips used in both AI servers and smartphones could threaten to cut smartphone shipments by 2.1%. To cope, some manufacturers may downgrade cameras, displays, and audio or reuse older components. https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html  Adobe Earnings https://finance.yahoo.com/news/adobe-q4-earnings-beat-estimates-145000488.html Synopsys Earnings https://finance.yahoo.com/news/synopsys-q4-earnings-surpass-estimates-153300031.html  

What did Micron's earnings tell us about the AI boom? And what's behind the corporate drama at Warner Bros. Discovery and Lululemon? Plus, does Medline's IPO splash bode well for future offerings? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What did Micron's earnings tell us about the AI boom? And what's behind the corporate drama at Warner Bros. Discovery and Lululemon? Plus, does Medline's IPO splash bode well for future offerings? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

As we close out 2025, the IPO market is already heating up. And it's going to get hotter next year, with some major tech IPOs on the horizon. WSJ reporter Corrie Driebusch shares what's ahead. Plus, WSJ Heard on the Street columnist Dan Gallagher explains why Micron's blowout results could mean higher prices for anyone buying a new phone or PC next year. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Building artificial intelligence tools requires a lot of graphic processing units, and those GPUs need huge amounts of ultra-fast memory to feed them data. Micron Technology is one of a handful of memory chip makers that has been selling a whole lot of memory, thanks to the AI boom.Plus, cloud company Oracle's data center debt is coming under scrutiny. And Merriam-Webster names the word of the year for 2025: slop.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, to learn more on this week's Marketplace Tech Bytes: Week in Review.

Building artificial intelligence tools requires a lot of graphic processing units, and those GPUs need huge amounts of ultra-fast memory to feed them data. Micron Technology is one of a handful of memory chip makers that has been selling a whole lot of memory, thanks to the AI boom.Plus, cloud company Oracle's data center debt is coming under scrutiny. And Merriam-Webster names the word of the year for 2025: slop.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, to learn more on this week's Marketplace Tech Bytes: Week in Review.

Just a few trading days left in 2025, and there's an AI battle royale brewing between hardware and hyperscalers. The moves in Micron, Nvidia, and Oracle as Mag-7 hyperscalers largely sit out of today's rally. Plus A TikTok spinoff deal, and an $11B weapons package to Taiwan. All the headlines swirling around U.S.-China relations, and how it can all impact global markets.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crystal-clear water means more than fine micron ratings; it means steady flow, low pressure spikes, and a filter you can actually live with. We dive into the real-world reasons cartridge filters outperform DE and sand for most pools, from massive surface area that keeps PSI stable to a simple cleaning routine that skips the gray dust and regulatory headaches of diatomaceous earth.We walk through how pleated media provides 7x the surface area of common DE setups, why that matters for circulation, and how stable flow prevents dead zones, improves skimming, and reduces algae risk. You'll hear practical comparisons: DE at 3–5 microns, cartridge around 10–20, sand near 40—and why your eye won't notice the difference between 5 and 15 microns, but your spa spillway will notice the flow. We also cover where sand or DE still makes sense, especially in high-dust regions where backwashing is a lifeline, and for homeowners who need the simplest possible maintenance routine.If you run a variable speed pump, this conversation is a must. Cartridges pair naturally with higher throughput, keeping performance consistent at elevated speeds and making the most of modern 3 HP total-rated motors. We break down service realities—DE recharging, grid tears, cracked manifolds, and messy burps—versus the straightforward hose-and-go workflow of cartridges. Then we talk replacement cycles, brand recommendations for elements, and why most new builds default to cartridges because of both performance and local DE disposal rules.• Why cartridge surface area preserves flow and reduces PSI rise• Micron ratings vs what the human eye can see• When high-dirt regions may favor sand or DE• Variable speed pump compatibility and throughput• Cleaning workflows and mess: DE recharging vs quick cartridge rinse• Common failure points in DE and sand that cartridges avoid• Cost and replacement cycles for grids vs cartridges• Sizing guidance using 420–520 sq ft examples• Builder trends and local DE disposal rulesSend us a textSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y

US equity futures point to a modestly firmer open, while Asian markets traded broadly higher and European equities edged up. Today focus is on disinflation momentum and central bank cross-currents, after a softer-than-expected US core CPI reinforced the dovish Fed narrative and helped drive a rebound in technology and AI-linked stocks; Attention remains on Japan after the Bank of Japan delivered a widely expected rate hike while maintaining accommodative guidance, weakening the yen and pushing JGB yields above 2%; AI sentiment remains a key driver following Micron's upbeat outlook and renewed optimism around AI funding and capex, even as markets continue to reassess the durability and monetization path of the AI trade.Companies Mentioned: OpenAI, TikTok, NVIDIA

After Thursday's comeback driven by CPI data and Micron, investors contemplate a BOJ rate decision and earnings from Nike and FedEx. Consumer sentiment data is due after the open.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1225) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major US equity indices were mixed this week. Major AI infrastructure names saw additional scrutiny after reports of stalled negotiations for a $10B Michigan datacenter with Blue Owl Capital, Oracle's largest datacenter partner (though Oracle says the project remains on track). However, other AI headlines from the week were more upbeat, including a very well-received earnings report from Micron.

Quadruple Witching Day - sounds scary - and it can be. Here's a good look at some opportunities through the Peter Lynch Screener and Seeking Alhpa. THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠EPISODE SUMMARY⚡ Quad Witching Volatility – Why today's options expiry could kick off a Santa rally and violent intraday swings.​₿ Crypto On Shaky CPI Ground – Bitcoin's spike on soft inflation, Ethereum losing trend support, and what a faulty CPI print could mean next.​

SUMMARY DEL SHOW Wall Street opera en verde antes del triple witching, con el Nasdaq liderando gracias al rebote en semiconductores y AI. Micron reaviva el trade de inteligencia artificial, pero el mercado sigue debatiendo si esto es inicio de Santa Rally o solo short covering. Oracle y Nike mueven flujo específico por noticias corporativas, mientras los traders ajustan riesgo de cara al cierre semanal.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jill Schneider Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a powerful rally in U.S. markets after inflation came in far cooler than expected, reigniting hopes for future Fed cuts. Micron surged on strong earnings and guidance, silver hit record highs, and oil slid again. The Bank of England delivered a closely contested rate cut, the ECB stood pat while upgrading growth forecasts, and crypto markets swung wildly amid major industry announcements.

Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna's Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture's CEO talks AI demand.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, a look at a weak session for US equities, led by fresh selling in nearly everything AI-related, though Micron did all it could to right sentiment after the close with stunning forward projections. We also talk Oracle's latest stumbles, Nike earnings incoming and the European fashion space, macro and FX, especially the incoming Bank of Japan meeting Friday as yen traders are likely set to pounce. Today's pod features Saxo Equity Strategist Ruben Dalfovo and was hosted by Saxo Global Head of Macro Strategy John J. Hardy. Today's links:  Ruben's look at European fashion stocks The epic Craig Tindale X post with a strategic analysis of critical materials supply chains - super stuff. Arnaud Bertrand breaks down the recent shocking US National Security Strategy document as a historic moment for Europe, finding parallels in Khrushchev's shocking the Soviet relationship with China. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Andrew, Ben, and Tom discuss this morning's CPI data, Micron's earnings, and Trump's address to the nation.Song: YMCA (Christmas Version) - Furnace and the FundamentalsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, December 18th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

US equity futures point to a mixed open, with Asian markets mostly lower and European equities trading slightly higher. Today focus is on continued risk aversion in US equities. Moreover, the global rate backdrop remains a headwind as markets digest a hawkish tilt in central bank expectations, with investors increasingly focused on upcoming US inflation data and jobless claims for confirmation on whether policy easing can resume next year. In addition, corporate developments remained in focus as Micron guided above expectations and lifted medium-term capital expenditure plans tied to HBM demand, offering selective support to memory-related names but failing to offset broader concerns around AI monetization, positioning fatigue, and elevated valuations.Companies Mentioned: OpenAI, Warner Bros. Discovery, lululemon athletica

The Option Block: Silver Thieves, Options Records & Suspicious DJT Trades The All-Star Panel convenes for the final Thursday of 2025! Host Mark Longo is joined by Henry "The Flowmaster" Schwartz (Cboe) and "Uncle" Mike Tosaw (St. Charles Wealth Management) to break down a wild year-end session. The Trading Block The 15 Billion Milestone: Henry Schwartz predicts when the 15,000,000,000th options contract of 2025 will trade. Silver's Historic Run: Mike Tosaw discusses the "thief in the night" move in SLV as it hits new highs, and why he's finally fading the metal. Market Rotation: A look at the aggressive move back into tech (XLK, Micron, Palantir) following cooler CPI data. The Odd Block DJT "Skullduggery": We analyze suspicious call buying in DJT (Trump Media) immediately preceding a 40% jump on fusion merger news. Leslie's Inc (LESL): Why is someone grabbing thousands of calls in a stock that has dropped 95% this year? Ticker Autopsy: A look back at the failed $210k bet on IPA (now HYFT).

Chuck Zodda and Mike Armstrong love to chat about feuding billionaires. Warner is making demands from Larry Ellison in Paramount's bid for a takeover. Luke Kawa (Markets Editor - Sherwood News) joins the show to discuss Micron's guidance and AI's growing appetite for memory chips, OpenAI valuation report, CoreWeave's bonds, and if the rest of the market can pick up the slack during an AI downturn. What to do if you fear you're about to laid off this holiday season. Should more be done to tackle ghost jobs? A billion-dollar question hangs over the new AI search marketing industry.

Chuck Zodda and Mike Armstrong discuss CPI's pullback and the surprisingly strong slowdown in housing inflation that drove it. Micron jumps on rosy outlook as AI boom spurs memory chip demand. Oracle and Blue Owl split over data center rattles markets banking on AI boom. Wall Street gets a taste of blockbuster stock market debuts ahead. Heating costs to rise nearly 10% this winter. Instacart gets whacked with a report that the FTC is probing the company over AI pricing tool.

Micron's (MU) big earnings beat and guidance forecast offered a lift for the A.I. trade. Marley Kayden highlights the bullish reaction from analysts as shares rally strongly on the report. Joe Tigay offers an example options trade for the A.I. storage chipmaker with caution for a further run. ======== 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

Daniel Kern calls Micron's (MU) earnings "really fantastic" and its forecast just as great. Sold out orders for 2026 points to what Daniel believes will serve as a significant year for the chipmaker. Olivier Blanchard agrees, making the case that A.I. may be a little "overshot," but the storage story isn't. ======== 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

Stocks move higher.

U.S. stocks jump after the latest inflation report.

Summary del show: — Micron lidera el rebote tecnológico con una guía sólida. — El CPI retrasado de noviembre vuelve al centro del mercado. — Elliott entra en Lululemon y presiona cambios de liderazgo. — Eli Lilly avanza en obesidad con su píldora oral.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Micron reports later with investors still digesting Tuesday's jobs data. CPI data, FedEx, and Nike loom Thursday, with tech shares under a microscope for potential signs of life.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1225) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equities were lower in Wednesday trading, finishing near worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 47bps, 116bps, and 181bps respectively. AI weakness was the big story today following Financial Times report that Blue Owl backed out of an Oracle and OpenAI data center project in Michigan with no reprieve from Oracle comments project remains on track. Fedespeak from Waller remarks at Yale had a dovish cast. Today's $13B auction of 20s was well received. Micron earnings after the close and President Trump addressing nation tonight.

Chuck Zodda and Marc Fandetti discuss Micron earnings coming under the spotlight after Broadcom and Oracle debacles. Mike Simonsen (Compass Chief Economist) joins the show for a conversation with Chuck about the housing markets outlook for 2026. Warner rejects Paramount's hostile bid, saying Netflix deal still superior.

When it comes to the evolving gaming market, there's a lot for Sony to keep an eye on in the years and decades to come. To keep PlayStation the vibrant brand it is today, the company needs to spread the field, and two newly-announced projects -- an all-new co-op multiplayer game from the director of Left 4 Dead and a mobile port of mega-popular baseball franchise MLB: The Show -- fit the bill nicely. It's true that Sony has had more than its fair share of false starts (and even outright failures) in both the mobile and games-as-a-service space. Yet, there's gold in them there hills. Lots of it. Can Sony finally slay some off-platform and off-genre demons and reap some rewards? We discuss. Plus: Nixxes helps reduce Helldivers 2's PC file size by an astounding 85%, Bungie has apparently solved its dispute with the artist it purportedly stole Marathon-related art from, Shovel Knight developer Yacht Club Games finds itself in self-inflicted financial duress, Amazon has already renewed the God of War TV show for a second season, and more. Then: Listener inquiries! Has leaking culture gone too far? Will Micron's exit from the consumer RAM business affect console manufacturing? How can people find likeminded gaming friends online? Can we please do away with adult gift-giving once and for all? Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:52:36 - Juices flowing0:54:56 - YouTube Recap1:08:13 - Colin dying1:11:02 - Switching to no presents1:21:02 - PlayStation partners with Bad Robot1:35:15 - The Show: Mobile releases1:46:06 - Helldivers 2 PC install sized down1:53:26 - Helldivers 2 movie has a director2:03:31 - Amazon orders two seasons of God of War2:08:14 - Bungie settles with artist over stolen art2:11:45 - Yacht Club Games may be in trouble2:27:26 - Saudi PIF will own 93.4% of EA2:31:22 - IO confirms Hitman 42:36:53 - Splinter Cell Remake director returns2:40:15 - Tomba 2 gets a release date2:43:10 - November's top PSN downloads2:45:16 - What We're Playing (Ball x Pit, Metal. Eden, TMNT: Cowabunga Collection, Metal Gear Solid Delta, Red Dead Redemption)3:09:22 - Arc Raiders introduces gamers to socializing3:25:28 - Games that age well3:31:54 - Disdain for leakers3:41:44 - Micron leaves the consumer market3:49:29 - Meeting new people to play games3:56:53 - Can criticism go too far? Learn more about your ad choices. Visit podcastchoices.com/adchoices

FOLLOW UP starts with the realization that Spotify Wrapped thinks we are 82 years old, which honestly feels accurate, followed by a massive shout out to Bama Bryan on Bluesky for listening to us for over 3,000 minutes. We look at the grim stats from the Department of Government Efficiency regarding USAID deaths, then move to IN THE NEWS where the KALSHI CEO wants to monetize "any difference in opinion" because gambling on the news is the future. PALANTIR CEO Alex Karp claims making war crimes constitutional is bad for business, META STARTS KICKING AUSTRALIAN CHILDREN OFF their platforms to avoid fines, and TETHER gets a "weak" rating while U.S. BANK calls the ability to freeze stablecoins "appealing." We discuss the LEAK CONFIRMS OPENAI IS PREPARING ADS for ChatGPT while SAM ALTMAN DECLARES 'CODE RED' to catch up to Google. Speaking of which, ONE OF GOOGLE'S BIGGEST AI ADVANTAGES IS WHAT IT ALREADY KNOWS ABOUT YOU, even if GOOGLE DISCOVER IS TESTING AI-GENERATED HEADLINES that are complete lies. We cover how GROK WOULD PREFER A SECOND HOLOCAUST OVER HARMING ELON MUSK, the US PATENT OFFICE ruling on generative AI, a new report on DAVID SACKS profiting from his administration role, and INSTACART SUES NEW YORK CITY because paying workers a living wage is apparently unconstitutional. We wrap up the news with the HUMAN ROBOT HYPE SCARING CHINA, a sad story where CHILDREN SOB AS WAYMO RUNS OVER DOG, a video showing a WAYMO SELF-DRIVING TAXI TAKES PASSENGER THROUGH ACTIVE POLICE SCENE, and the fact that PASSENGERS FACE DISRUPTION AS AIRBUS UPDATES THOUSANDS OF PLANES due to solar flares.In MEDIA CANDY, the industry is shaking because NETFLIX BUYS WARNER BROS. FOR $82 BILLION, meaning they now own everything from Harry Potter to Batman. We look at upcoming releases including WAKE UP DEAD MAN: A KNIVES OUT MYSTERY, FALLOUT SEASON 2, ROMCON: WHO THE F**K IS JASON PORTER?, SEAN COMBS: THE RECKONING, THE LONG KISS GOODNIGHT, THE AMERICAN REVOLUTION, and A MAN ON THE INSIDE. Moving to APPS & DOODADS, we discuss the pure joy of uninstalling DROPBOX, our collective hatred for FUCK CENTER STAGE, and the report that APPLE EMPLOYEES ARE 'GIDDY' ABOUT ALAN DYE'S DEPARTURE. We also cover the horror show where GOOGLE'S AGENTIC AI WIPES USER'S ENTIRE HDD without permission, a study showing YOUR GLITCHY VIDEO CALLS MAY MAKE PEOPLE MISTRUST YOU, and how SCIENTISTS CREATED THE BLACKEST FABRIC EVER.Finally, in THE DARK SIDE WITH DAVE, we learn that CLAUDIA BLACK EXITS ‘AHSOKA' SEASON 2 over pay disputes because Disney is apparently broke, we scrutinize LEAKED CLIPS FROM THE RUMORED 50TH ANNIVERSARY RERELEASE OF THE ORIGINAL VERSION OF STAR WARS (still no R2D2), check out a STORMTROOPER SUIT ON FACEBOOK MARKETPLACE, and mention THE MAD MEN 4K release.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordWatch on YouTube at https://youtu.be/4IRVvpdJC30Show notes at https://gog.show/725FOLLOW UPKalshi CEO Says He Wants to Monetize ‘Any Difference in Opinion'Palantir CEO Says Making War Crimes Constitutional Would Be Good for BusinessMeta starts kicking Australian children off Instagram and FacebookMeta reportedly plans to slash Metaverse budget by up to 30%IN THE NEWSCrypto's Most Trusted Stablecoin Given Lowest Possible ‘Weak' Rating By Major TradFi AgencyU.S. Bank Calls Ability to Freeze Stablecoins ‘Appealing' as Crypto Has Completely Lost the PlotLeak confirms OpenAI is preparing ads on ChatGPT for public roll outOpenAI CEO Sam Altman declares 'code red' as ChatGPT competition mountsOne of Google's biggest AI advantages is what it already knows about youGoogle Discover is testing AI-generated headlines and they aren't goodGrok would prefer a second Holocaust over harming Elon MuskUS patent office says generative AI is equivalent to other tools in inventors' beltsThe People Outsourcing Their Thinking to AINew report examines how David Sacks might profit from Trump administration roleInstacart sues New York City over minimum pay, tipping lawsHumanoid Robot Hype Is Officially Scaring ChinaChildren Sob as Waymo Runs Over DogWaymo self-driving taxi takes passenger through active police scene in downtown LA, video showsPassengers face disruption as Airbus updates thousands of planesMEDIA CANDYNetflix Buys Warner Bros. for $82 BillionWake Up Dead Man: A Knives Out MysteryFallout Season 2 on Prime VideoROMCON: Who The F**k is Jason Porter? - Season 1Sean Combs: The ReckoningThe Long Kiss GoodnightThe American RevolutionA Man On the InsideAPPS & DOODADSGruber: Apple employees 'giddy' about Alan Dye's departureGoogle's Agentic AI wipes user's entire HDD without permission in catastrophic failureYour glitchy video calls may make people mistrust youScientists Created the Blackest Fabric Ever, Then Made a DressTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingClaudia Black Exits ‘Ahsoka' Season 2 Over Alleged Pay DisputesLeaked clips from the rumored 50th anniversary rerelease of the original version of Star WarsThe Mad Men 4K on HBO debacleWilliam Shatner - Good King WenceslasAI boom kills Crucial as Micron shuts down consumer brandCLOSING SHOUT-OUTSSteve Cropper, guitarist for Booker T. & the MG's, Otis Redding, the Blues Brothers and many more, has died. He was 84.STAX: Soulsville, USA.'Mortal Kombat' Star Cary-Hiroyuki Tagawa Dead at 75See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.