Podcasts about micron

In this clip, Rashad Bilal and Troy Millings, hosts of Market Mondays, dive deep into the current state of chip stocks—highlighting companies like AMD, Nvidia, MU, ASML, TSM, Qualcomm, and Broadcom. They reflect on the explosive growth in the sector, discuss investment strategies, and break down real stories from their community, including how a Market Mondays recommendation led to a massive win on an AMD options trade.Rashad shares his personal options strategy, emphasizing why time and research matter in volatile markets. He walks viewers through the importance of scaling contracts, profit thresholds, and reinvesting in strong companies after pullbacks. The duo also discuss their experience giving exclusive picks to EY University members, describing the hands-on support and access to in-depth monthly calls.The clip features insights from their tour of Nvidia's campus, revealing the rare opportunities and confidence gained from direct conversations with tech executives. Troy and Rashad stress why having access to the right information and community—like EY University's app and regional meetups—can be game-changing for investors.If you're interested in understanding the chip stock landscape, learning practical option trading strategies, and discovering the value of networking with successful investors—this Market Mondays clip is a must-watch!*Key Highlights:*AMD options success story from the Market Mondays communityOption trading strategies: scaling contracts & profit-takingDeep dive into Micron and TSM calls, including strategies for reinvesting profitsImportance of doing research before investing in chip stocksHow exclusive access, monthly calls, and networking drives community valueInsights from inside Nvidia's campus and conversations with industry leadersThe impact of market timing, Federal rate cuts, and the AI boom on chip stocksDon't miss this Market Mondays clip for access, insider knowledge, and actionable tips for building your investment portfolio in today's fast-moving tech market!*Hashtags:* #ChipStocks #AMD #Nvidia #OptionsTrading #Micron #MarketMondays #Investing #StockMarket #EYLU #Broadcom #ASML #TSM #FinancialEducation #AIStocks #CommunityInvestingOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Bob talks about Mt. Rushmore, animals in the road, the city's plan for the Cadillac Hotel, the Micron plant in Clay, a fight after school, and Michael Tapscott.

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

⏱ Timestamps8:00 – Real Estate Dos & Don'ts: Lessons from Building a Home23:00 – AWS Shutdown: Global Impact29:00 – Amazon Stock Update34:00 – Tom Lee's Bitcoin Prediction: $250K by Year-End43:00 – Gold Hits a New All-Time High57:00 – Tech Stock Recap (Apple, AMD, Microsoft, TSM, Micron)1:21:00 – NVIDIA Leaves China1:33:00 – Top ETFs to Invest In1:38:00 – Government Shutdown: Impact on Futures Traders1:49:00 – Earnings Report Breakdown1:51:00 – Options Success Stories⸻

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den filmreifen Raubüberfall auf den Louvre, das Hoffen auf die European Stock Exchange und was diese Woche sonst noch wichtig wird. Außerdem geht es um Apple, Alibaba, Porsche, Volkswagen, BMW, Mercedes-Benz, Palantir, Tempus AI, Robinhood, AMD, Micron, IREN, BioNTech, Birkenstock, JD.com, Coinbase, Tesla, Ferrari, Nestlé, AXA, ARK Innovation ETF (WKN: A408AW), Invesco EQQQ Nasdaq 100 ETF (WKN: 801498), TEQ Disruptive Technologies (WKN: DNA10X), BIT Global Technology Leaders (WKN: A2N812). 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

In this insightful Market Mondays clip, hosts Troy Millings and Rashad Bilal break down their latest moves and strategies with AI chip stocks, focusing especially on Taiwan Semiconductor Manufacturing Company (TSMC or TSM). Rashad kicks things off by recapping a bold call made when TSM stock pulled back—highlighting the real-time decisions that set successful traders apart. Troy shares his long-standing affinity for TSM, which dates back years, and details his own strategic options stack, entering new positions as the stock fluctuates.What makes TSM so vital in the current tech landscape? Troy unpacks how TSMC sits at the center of the global AI ecosystem, manufacturing chips for industry leaders like Nvidia, AMD, and Broadcom. With TSMC's key earnings event and the steady increase in quarterly performance, the hosts discuss both the short-term trading opportunities and the long-term investment potential.But it's not just about the numbers. The conversation turns to the bigger picture: TSMC's critical role in the supply chain, the geopolitical pressures influencing its business, and the fast-tracking of new American plants in Arizona. Troy muses about how TSMC's global presence and U.S. expansion ensure supply chain security—a lesson learned after the disruptions of 2020. They also touch on governmental moves pushing leading chipmakers like TSMC and Micron to manufacture on American soil, securing both economic and national security interests.The clip offers an exclusive glimpse into the duo's investment process, showing how understanding both company fundamentals and macro trends is crucial when trading volatile AI chip stocks.*Key topics covered:* Why TSMC (TSM) is a linchpin for AI and chip stocks globally Strategic options trading and timing entries during stock pullbacks The impact of TSMC's earnings reports and catalyst events Geopolitical forces shaping the chip industry U.S. initiatives to control and secure semiconductor supply chains Reflections on Warren Buffett's TSMC involvement and industry insightsWhether you're a seasoned investor or new to the chip stock game, this Market Mondays clip provides invaluable inside perspective on what's shaping the market for AI and semiconductor stocks right now!*Don't forget to like, comment, and subscribe for more real-time market analysis, investing tips, and discussions on global trends every week!**#MarketMondays #TSMC #SemiconductorStocks #AIStocks #OptionsTrading #Investing #StockMarket #Geopolitics #ChipStocks #SupplyChain #WarrenBuffett #Nvidia #Broadcom #AMD*---

Lucas Downey shows data from his firm that shows an A.I. trade refusing to slow momentum. He points to Micron's (MU) stunning run of positive money inflow signaling strong bullish signals for the stock ahead. Lucas looks at Sandisk (SNDK) as an A.I. play that "took a lot of people by surprise." He notes AMD Inc. (AMD) as a company where he sees "no surprise" in analysts upping stock price expectations.======== 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 U.S. Representative voiced “Very Serious” concerns about licensing TikTok's algorithm, Meta is implementing new AI safety features for teens, and Micron will stop providing server chips to Chinese data centers. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would beContinue reading "A U.S. Representative Voiced “Very Serious” Concerns About Licensing TikTok's Algorithm – DTH"

Stocks are trying to bounce back from a rough start to the week, but trade tensions and credit quality concerns still loom. The VIX sits at 24%, implying a 1.5% move to the upside or downside. Kevin Green discusses the potential for a de-risking trade into safe-havens like cash and treasuries, and sees gold as a telltale sign of market sentiment. He also weighs in on the regional bank sell-off, saying not all banks are created equal, and notes that Micron's (MU) decision to stop supplying server chips to China is not a huge surprise.======== 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

Stock market update for October 17, 2025.Follow us on Instagram ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Ignacio Lana, Deputy Head of Country Iberia de Carmignac, analiza y nos comenta la visión de la inversión que tiene la compañía. “Los resultados no dejan de ser un catalizador, pero hay que ver cual es el catalizador hasta ahora”, asegura el invitado. El experto añade que “nos hemos encontrado en estas últimas semanas con una economía cerrada, donde no ha habido prácticamente datos en los Estados Unidos, la geopolítica marca la tensión arancelaria entre Estados Unidos y China”. ¿Qué marcarán los mercados en las próximas semanas? El entrevistado apunta que “vamos a unas semanas movidas, porque el 65% de las empresas con mayor capitalización en Europa van a sacar resultados”: El Deputy Head of Country Iberia de Carmignac analiza el pulso del mercado, donde en las próximas semanas muchas compañías europeas van a presentar resultados. “Tendremos que estar muy atentos a los comentarios de las empresas en términos de políticas arancelarias”, comenta el invitado. También es muy importante la inteligencia artificial y la monetización para comentar el estado de las Bolsas. ¿Dónde están los mayores riesgos en Europa? El entrevistado apunta que van a venir “por las materias primas y los factores cíclicos globales, en particular en aquellas empresas donde la divisa les va a seguir penalizando”. ¿Cuál es la situación de la renta variable estadounidense? Ignacio Lana señala que en “Estados Unidos el sector tecnológico va a seguir liderando esos crecimientos de beneficios”. El miedo de una sobrevaloración en el sector de la Inteligencia Artificial crece cada día. Algo que ya advirtió Jerome Powell hace unas semanas. En una comparecencia Powell, reconoció que “por muchas medidas los precios de las acciones presentan valoraciones bastante elevadas”. A pesar de ello, el sector tecnológico siguió siendo el líder en la sesión del jueves, donde compañías como Micron o Oracle tuvieron subidas de más del 3%.

Ignacio Lana, Deputy Head of Country Iberia de Carmignac, analiza y nos comenta la visión de la inversión que tiene la compañía. “Los resultados no dejan de ser un catalizador, pero hay que ver cual es el catalizador hasta ahora”, asegura el invitado. El experto añade que “nos hemos encontrado en estas últimas semanas con una economía cerrada, donde no ha habido prácticamente datos en los Estados Unidos, la geopolítica marca la tensión arancelaria entre Estados Unidos y China”. ¿Qué marcarán los mercados en las próximas semanas? El entrevistado apunta que “vamos a unas semanas movidas, porque el 65% de las empresas con mayor capitalización en Europa van a sacar resultados”: El Deputy Head of Country Iberia de Carmignac analiza el pulso del mercado, donde en las próximas semanas muchas compañías europeas van a presentar resultados. “Tendremos que estar muy atentos a los comentarios de las empresas en términos de políticas arancelarias”, comenta el invitado. También es muy importante la inteligencia artificial y la monetización para comentar el estado de las Bolsas. ¿Dónde están los mayores riesgos en Europa? El entrevistado apunta que van a venir “por las materias primas y los factores cíclicos globales, en particular en aquellas empresas donde la divisa les va a seguir penalizando”. ¿Cuál es la situación de la renta variable estadounidense? Ignacio Lana señala que en “Estados Unidos el sector tecnológico va a seguir liderando esos crecimientos de beneficios”. El miedo de una sobrevaloración en el sector de la Inteligencia Artificial crece cada día. Algo que ya advirtió Jerome Powell hace unas semanas. En una comparecencia Powell, reconoció que “por muchas medidas los precios de las acciones presentan valoraciones bastante elevadas”. A pesar de ello, el sector tecnológico siguió siendo el líder en la sesión del jueves, donde compañías como Micron o Oracle tuvieron subidas de más del 3%.

Rafael Ojeda, miembro del Comité de Inversiones de Ursus 3 Capital Agencia de Valores, analiza lo más destacado de la bolsa estadounidense: Coinbase, Riot, MicroStrategy, American Express, Micron, Eli Lilly, Boston Scientific, META y ORACLE.

Micron (MU) has more than doubled in its stock price so far in 2025 as companies seek ways to overcome storage headwinds in the A.I. buildout. As Rick Ducat shows investors, the stock faced a critical resistance level on Thursday's session that signals more bullish momentum if the stock breaks it. However, Rick highlights bearish divergence happening in the stock technicals. He later turns to the options front for Micron.======== 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 week on The Money Hour, Brian Wiley uses a clever metaphor — musical chairs — to describe today's high-anxiety markets. With stocks soaring and Micron hitting near-record highs, investors are sliding around nervously, waiting for the music to stop. Brian digs into how emotions like greed and fear can dictate our financial behavior, from cashing out 401(k)s for new toys to missing chances for growth out of hesitation. He also tackles bigger themes: tariffs, nationalism, and how politics, trade wars, and human behavior all intertwine in this volatile financial climate.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley

BNP Paribas issued a rare double upgrade to Micron (MU) and raised its price target from a Street low to a Street high. Alex Coffey analyzes the analyst report and talks about how Micron has become a big beneficiary of the A.I. trade but notes that the stock has soared already in 2025. He later touches on the call demand seen in options trading, showing that investors anticipate even more upside to Micron.======== 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 week on the Trading Justice Podcast, Mark and Matt ask a big question: is the bull just getting started? Matt kicks things off with a deep technical breakdown of the S&P 500, including wave counts, intraday setups, and how to assess momentum versus overextension. Then Mark lays out his Top 5 Bullish Pillars for the Next 12 Months—from resilient earnings to the AI supercycle to global liquidity—and why he believes the foundation for the bull run remains strong heading into year-end. We close with Stock It or Drop It, breaking down AMD, Microsoft, Micron, Nike, and A&F, followed by Coaches Corner where the guys tackle questions on the government shutdown and spotting shifting volatility at the top of trends. Highlights: - Market Skyline: Wave 3 analysis, overextension vs. momentum, intraday setups under 6,800 - 5 Bullish Pillars: Earnings power, AI narrative, global liquidity, seasonality, capital flows - Stock It or Drop It: AMD, MU, MSFT, NKE, ANF — tactical vs. long-term reads - Coaches Corner: Government shutdown impact + spotting volatility shifts

Micron (MU) shares are on the move after an upgrade from Morgan Stanley. The analyst raised its price target to $220 and Rick Ducat breaks down the upside rally ahead of Monday's bell. He points to the significant upside move compared to the overall tech sector and S&P 500 (SPX). Then, Tom White compiles a "moderately bullish" example trade for Micron. He demonstrates a call butterfly options strategy and why it's a measured approach.======== 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

בפרק השבועי נסקור את אחד השבועות הסוערים ביותר בשווקים — תקופה של אופוריה נדירה שבה תיקים רבים מציגים תשואות דו־ספרתיות ואף תלת־ספרתיות. מניות כמו Alibaba (BAABA), Micron, Oracle, ו-Nebius (NBIS) מובילות את הסווינג, בעוד Shopify פורצת לשיא תקופתי.נעמיק במניית Palantir (PLTR) שהפכה לסמל ההייפ של ביג דאטה ו-AI אך כבר מתומחרת מעבר לסביר, ונזהיר מהתנפחות מחירים דומה גם ב-זהב (GLD) שהגיע ליעד ההיסטורי של 4,000 דולר לאונקיה.נבחן את שוק האג"ח שמאותת על סיכון למשבר עתידי, את השקל-דולר שנע סביב רמות קריטיות של 3.20–3.30, ואת Bitcoin (BTC) ששומר על מומנטום חיובי מעל 24,0001 דולר.נדבר גם על הדור הצעיר שנכנס לשוק ההון בהמוניו — לעיתים ללא ידע מספק — ועל סקטורים שממשיכים לבלוט: סמי-קונדקטור, אנרגיה, קוונטום ורחפנים, עם מניות כמו JOBY, ACHR, שמציגות עליות חדות.

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

The stock market is testing support as the first real retracement plays out. At the same time, Washington faces another government shutdown deadline while traders brace for a heavy labor market week with JOLTs, ADP, jobless claims, and nonfarm payrolls on deck. Here's the full breakdown.  Market Skyline: SPY pullback, retracement depth, key support levels. Breadth check: Tech strength vs. lagging RSP, IWM, XLV/XLP. Dollar, yields, and labor data — why “good news is bad news.” Government shutdown showdown and historical market reactions. Stock It or Drop It: Oracle, Micron, Alibaba, Nvidia, CarMax, Energy majors.

Cory Johnson says the recent shift in Micron's (MU) hiring practices show the company preparing for a long A.I. cycle. He gives his case for why Micron will be a long-term winner in the A.I. race. Cory also believes investors will start looking for plays "beyond chips" after Nvidia's (NVDA) long-term dominance in the industry.======== 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

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AI and Infrastructure Investments: Nvidia and OpenAI announce a major AI infrastructure investment. $100 billion phased investment from Nvidia to OpenAI. Pat & Dan discuss the strategic implications and industry reactions.   Oracle Leadership Changes: New co-CEOs appointed –nClay Magouyrk and Mike Sicilia. Safra Catz becomes Oracle executive vice chair. Hosts analyze this leadership transition and its potential impact.   TikTok Developments: Executive order to push final decision on TikTok to mid-December. Potential spin-out authorized, contingent on Chinese agreement. Oracle and Silver Lake are potential key players in the deal.   Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.   Qualcomm Snapdragon Summit Highlights: Introduction of X2 Elite and X2 Elite Extreme chips, focusing on AI capabilities and performance improvements. Plus, a look at Qualcomm's strategic positioning beyond smartphones.   Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.   The Flip: Should Apple or TSMC Invest in Intel? Hosts debate this topic with arguments for and against potential investments in Intel. Plus, an analysis of the geopolitical and technological implications.   Market Trends and Earnings: Federal Reserve Chair Powell's comments on stock valuations and a discussion on Micron's earnings and the impact of AI on memory demand. Marvell's special presentation and stock performance. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Markets closed down on the week after multiple weeks of up action. Marley Kayden turns to the biggest stories impacting stocks, which includes Intel's (INTC) massive rally as the company seeks more investors. She also touches on massive deals between Nvidia (NVDA) and OpenAI, along with Oracle's (ORCL) role in the TikTok deal. Marley later points investor attention to Micron's (MU) earnings and guidance beat.======== 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

September 25, 2025- It's been about three years since Micron Technology announced a major development for central New York and work on the project could begin this fall. We get an update on the implementation of this potentially $100 billion investment with Glenn Coin, a reporter with Syracuse Post-Standard and Syracuse.com.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über KI-Frust bei Micron, KI-Lust bei Alibaba und einen BaFin-Dämpfer für Gerresheimer. Außerdem geht es um Apple, Nvidia, Palantir, Netflix, Google, Freeport-McMoRan, KKR, Apollo, Blackstone, Rheinmetall, Renk, Hensoldt, General Dynamics, Intel, Lanxess, Evonik, BASF, Commerzbank, Unicredit, Microsoft, Alphabet, Siemens, Heidelberg Materials, Siemens Energy, Daimler Truck, Kion, Nordex, Thyssen-Krupp, Eiffage, Spie, Holcim, Sika, Buzzi, SSAB und Bilfinger. Wir freuen uns über Feedback an 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. Der Börsen-Podcast 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Gerresheimer hat BaFin am Hals. Hensoldt, Renk und Rheinmetall steigen dank Trump. Lithium Americas auch. Acadia Healthcare steigt dank Aktivist. Freeport-McMoRan und Kupfer leiden unter tragischem Unglück. Alibaba investiert, Micron & Oracle verlieren. Jedes Quartal Dividende seit 1925. 42 Jahre in Folge Dividende angehoben. Das alles und sehr viele Verpackungen hat Sonoco (WKN: 861171). Strategy, Bitmine & Co. sind in aller Munde. Sollten sie auch in aller Depot? Wie kann man sie bewerten? Das haben wir mit Julius Nagel von Alles Coin, Nichts Muss diskutiert. Außerdem geht's um Tether, Brera und NBA-Star Kevin Durant. Diesen Podcast vom 25.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The 5 things you need to know before the stock market opens today:  Micron reporting quarterly results above analysts' expectations due to the AI boom, President Trump cancels a meeting with the top Congressional Democrats ahead of a potential government shutdown, the Government Services Administration is looking to potentially re-hire hundreds of federal workers cut during Elon Musk's DOGE cost-cutting campaign, Disney is raising the monthly price of streaming service Disney+, and fintech Stripe's valuation has climbed above $106 billion.   Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 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 drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC. 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.

Carl Quintanilla, Leslie Picker, and David Faber discussed the latest on the markets front - coming off a weak day for the AI trade. JP Morgan Asset Management's Chief Strategist for the Americas joined the team with her playbook - while the team checked in on the chips across the board. Hear one top semiconductor analyst breakdown new numbers out of Micron, the CEO of Nvidia challenger and private chip company 'Groq' talk innovation ahead, and what investors need to know about Alibaba's big boost to AI spending.  Also in focus: 2025's Ryder Cup officially kicking off - the head of PGA of America joined the team with his take on the action, and the big money at play in one of the golfing community's biggest events of the year.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful DeadFor 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

In this episode of the Hot Options Report, Mark provides a detailed analysis of the day's key options activity for Wednesday, September 24th. The report covers a range of products dominating the options chains, including VIX, SPY, SPX, small caps, Nasdaq, single names such as Palantir, AMD, Alibaba, Micron, Amazon, Apple, Intel, Open, Nvidia, and Tesla. Each segment highlights the most notable contracts traded, their pricing, and market implications.    00:00 Introduction 01:29 Hot Options Report: VIX Analysis 03:15 SPY and SPX Market Activity 05:07 Small Caps and Nasdaq Insights 06:26 Single Names Spotlight 14:35 Conclusion and Upcoming Content ---------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

US equities were lower in Wednesday trading, though finished off their worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 37bps, 28bps, and 33bps respectively. New home sales for August came in well ahead of estimates, rising to its fastest annualized pace since January 2022. Treasury auction of $70B of 5-year notes saw a slight tail. Alibaba jumped after disclosing it will ramp up its AI investment. Micron finished lower as better than expected results failed to meet a high bar.

S&P futures are edging higher this morning, led by strength in tech after upbeat earnings from Micron and a surge in Alibaba to a four-year high on new AI investment plans. President Trump pivoted on Ukraine in his U.N. speech, while Fed Chair Powell warned of persistent risks in the labor market and inflation, calling the outlook “challenging.” Investors remain cautious amid elevated valuations and recent volatility. On earnings, MU, AIR, and MLKN delivered positive results last night, with KB Home set to report after the bell.

Ian Tien breaks down Micron (MU) earnings. Its data center business hit all-time highs, with overall revenue growth of 46%. Ian discusses the dramatic investments in data centers, supply chains, and other aspects of the AI race, and how Micron is working itself into the system. He thinks it can grow margins into next year and sees it “very well positioned” in the sector, especially with its U.S. manufacturing base. Potential pitfalls include a loss of demand or a lack of innovation.======== 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

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 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.

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos arrancan con el análisis de las palabras de Jerome Powell, donde el presidente de la Reserva Federal enfrió el entusiasmo de los mercados al advertir sobre riesgos de inflación y valoraciones elevadas. Después, revisan el discurso de Donald Trump en la Asamblea General de Naciones Unidas, marcado por un tono nacionalista y críticas a la agenda climática y migratoria global. Finalmente, cierran con los resultados trimestrales de Micron, que sorprendieron al alza y confirman que la demanda de inteligencia artificial sigue siendo el principal motor de crecimiento en el sector tecnológico. 

Ze dachten dat ze ervanaf waren bij Philips. Patiënten, slachtoffers, de Amerikaanse toezichthouder... Met iedereen hadden ze een schikking weten te treffen in het drama rond de apneu-apparaten die vlam vatten. Toch moet Philips nog even herinnerd worden aan het schandaal dat de beurskoers jarenlang in z'n greep had. Want juist die beleggers die hun geld zagen verdampen, die willen nu hun gelijk krijgen. De VEB vraagt de rechter om een onafhankelijk onderzoek, en mocht dat grote fouten bij Philips uitwijzen dan kan er een schadevergoeding geëist worden. Hoe gaat Philips het apneu-spook weer terug in de fles krijgen? En is het dan ein-de-lijk klaar met het drama? Dat bespreken we deze aflevering. Dan pakken we ook de meetlat erbij. We gaan kijken wie de grootste heeft. Amerika of China? We hebben het over hun datacenters. Bedrijven in beide landen blijven maar keer op keer nieuwe plannen aankondigen. De geldput lijkt geen bodem te hebben. Maar wie wint uiteindelijk? En het gaat ook nog over de treurwilg van de dag. Dat is Jerome Powell, de baas van de Federal Reserve. Hij drukt de stemming met een speech vol waarschuwingen over de lage rente, de arbeidsmarkt, en: de 'redelijk hoog gewaardeerde aandelen'.See omnystudio.com/listener for privacy information.

Wells Fargo's Ohsung Kwon joins to analyze the market action and what he likes into year-end in his first interview since taking over as Chief Equity Strategy. Our Angelica Peebles breaks down Kenvue's volatile two-day stretch. William Kerwin of Morningstar reacts to Micron earnings.Michael Saylor, Strategy Executive Chairman, breaks down bitcoin's recent price action and the trend of Bitcoin treasury companies. Plexo Capital's Lo Toney breaks down who is spending and who is buying in the AI infrastructure buildout.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Hot Options Report, Mark delves into the day's most significant developments in the options market for Tuesday, September 23rd. The focus is on key instruments like VIX, SPY, SPX, small caps, QQQ, and various single stocks, including AMD, Micron, Plug Power, Intel, Palantir, Apple, Amazon, Tesla, and Nvidia. Listen to detailed insights about trading volumes, striking prices, and expected market movements.  00:00 Introduction and Welcome 00:26 Hot Options Report Overview 02:37 VIX Analysis 03:25 SPY and SPX Insights 04:37 Small Caps and QQQ Breakdown 06:03 Single Names Spotlight 16:02 Conclusion and Wrap-Up ----------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Rick Ducat compares the Micron (MU) chart to fellow chipmakers and the overall tech sector to show how the memory maker is outperforming several names. Compared to other memory storage stocks like Western Digital (WDC) and Seagate (STX), Rick shows how it actually is underperforming in that group. Rick highlights the momentum RSI study remaining in the overbought range ahead of Micron's upcoming earnings report. Later, Tom White provides an example options trade using a put vertical strategy. Tom demonstrates how selling a put vertical leads to a neutral to bullish trade position.======== 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

Micron (MU) reports earnings after the close on Tuesday, and Paul McCarthy expects a beat and raise from the company. The stock has doubled since the start of 2025, helped by raised guidance Micron released in August. Paul says the print will be all about whether its guidance still lines up with projections and if capex shows strong demand. Tom White turns to the options front ahead of Micron's report.======== 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

"Expectations are high" for Micron's (MU) earnings but are "even higher" for guidance, says Ali Mogharabi. He notes the stock's significant rally which doubled the price through 2025. Ali says a run higher depends on how Micron shows it has a long-standing place in the A.I. race. That said, he doesn't see the demand for memory diminishing any time soon. Ali then broadens the conversation and weighs how much more room to run companies like Nvidia (NVDA), AMD Inc. (AMD), and OpenAI have in the A.I. race.======== 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

Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedrock of AI infrastructure. John owns MU shares and gives his outlook for shares, which are near highs going into the report.======== 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

APAC stocks eventually traded mixed as the positive sentiment from Wall Street failed to sustain during APAC trade despite a lack of fresh catalysts. there was an absence of Japanese volume as participants were away due to the Autumnal Equinox holiday.OpenAI and NVIDIA announced a strategic partnership to deploy 10 gigawatts of NVIDIA systems, with NVIDIA to invest up to USD 100bln in OpenAI.US President Trump to speak at 09:50 ET /14:50 BST at the UN General Assembly; EU and E3 to meet the Iranian Foreign Minister at 10:00ET / 15:00 BST on Tuesday.European equity futures are indicative of a flat/firmer open with the Euro Stoxx 50 Future +0.1% after cash closed with losses of 0.3% on Monday.Looking ahead, highlights include EZ/UK/US Flash PMIs (Sep), US Richmond Fed Index, Riksbank Announcement; NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from Netherlands, UK, Germany, US; Earnings from Micron, Kingfisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses gradually climb higher and currently at peaks; US equity futures are flat awaiting Fed Chair Powell.GBP hit by soft PMI, Eurozone data showed diverging fortunes for manufacturing and services.USTs are essentially flat; Gilts modestly out-edge peers following disappointing flash PMI metrics.Crude initially in the red but have managed to climb higher, XAU at another ATH, catching a bid on reports that China aims to become custodian of foreign gold reserves.Looking ahead, US Flash PMIs (Sep), US Richmond Fed Index, NBH Policy Announcement; Speakers include BoE's Pill, Fed's Powell, Bostic, Bowman, ECB's Cipollone, BoC's Macklem, US President Trump at UN General Assembly; Supply from the US; Earnings from Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A speech by Fed Chairman Jerome Powell tomorrow on the economic outlook and Friday's PCE price data are highlights ahead. Micron and Costco both report in coming days.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.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.(0130-0925) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Contention on interest rates cuts will be on the radar for Charles Schwab's Kathy Jones. She expects commentary from Fed governors to create volatility and shape investor expectations on cuts through 2025. Nathan Peterson adds that markets are "stretched" and anticipates a pullback. He points to Micron's (MU) earnings serving as a catalyst for the A.I. secular growth story.======== 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

Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some names reporting next week, including recent darling Micron, key developments in FX as the US dollar is on the comeback path and the JPY churns post-BoJ. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). 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

We rarely hear about Marten Micron, a young Dutch pastor who came to London as a refugee, and helped organise one of the most radical experiments of Edward VI's reign: the Stranger Church at Austin Friars. I'm historian and author Claire Ridgway, and in today's video I'll be sharing the remarkable story of Marten Micron: his ministry among London's refugees, his influential writings on church order and catechism, his exile under Mary I, and his enduring legacy in the Reformation. In this episode: - Who Marten Micron was and how he came to London. - Why the Stranger Churches were so significant in Edward VI's England. - Micron's role in shaping worship, discipline, and teaching. - His exile, death, and why his writings still mattered across Europe. Join me as we uncover the story of a reformer too often forgotten, yet whose influence rippled far beyond Tudor England.   What do you think—should Marten Micron be remembered alongside figures like Cranmer and Calvin? Tell me in the comments! Like, subscribe, and tap the bell so you don't miss more daily deep dives into Tudor and Reformation history. And if you'd like even more Tudor content—including my monthly digital magazine The Privy Chronicle—consider becoming a channel member and stepping into my Tudor court! #TudorHistory #Reformation #MartenMicron #StrangerChurch #ClaireRidgway