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Patrick J O'Hare, Chief Market Analyst, briefing.com "New Highs, New Fed, New Risks: Wall Street's Busy Week Ahead" full 679 Mon, 15 Jun 2026 22:37:39 +0000 7BI7cblf6ltm7T9pxyRx4aI4VUpMpQh2 business CEO Spotlight business Patrick J O'Hare, Chief Market Analyst, briefing.com "New Highs, New Fed, New Risks: Wall Street's Busy Week Ahead" David Johnson CEO Spotlight 2024 © 2021 Audacy, Inc. Business
Tech led a narrow rally to new record highs to start the week, and investors now wait for earnings from Palo Alto Networks today and Broadcom tomorrow. Job openings data also loom. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. 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 seeschwab.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. 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. 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. Schwab does not recommend the use of technical analysis as a sole means of investment research. 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. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The conversation begins with a discussion about the housing market and speculation around the appointment of Donald Trump's appointee to the FHFA. The conversation then transitions to Berkshire Hathaway's acquisition of Taylor Morrison homes and its impact on the housing market. The conversation covers the impact of weather on daily life, an announcement about a webinar, and a detailed discussion on real estate market trends and predictions. The weather discussion includes thunderstorms and rainfall, while the real estate segment focuses on median home prices, inventory supply, and predictions for the summer season.TakeawaysHousing market trendsBerkshire Hathaway's acquisitions Real estate market trendsImpact of weather on daily lifeChapters00:00 Introduction and Housing Market Speculation25:20 Impact of Weather on Daily Life37:06 Real Estate Market Trends and Predictions
Kevin and Chief kick off this morning's show with a conversation about Nvidia's new AI superchip and immigration. Joel calls in to talk individual stocks. Kenny jumps on the air to talk about the money supply and a potential rate hike. Finally, Hal and Chief discuss bonds, loans and Trump's money management.
Today was a historic day on Wall Street, with all three major stock market averages closing at record highs for the first time this year. The Dow, S&P 500, and NASDAQ all saw significant gains, with the Dow popping 183 points to settle at 50,644. But despite the optimism, consumer confidence is at a record low, with the University of Michigan survey revealing that consumers have never felt worse about the economy. What's behind this disconnect between the stock market and consumer sentiment? Frank Mottek dives into the latest market trends and expert analysis. Our guest, Daniel Ives, managing director and senior equity research analyst at Wedbush, shares his insights on the AI revolution and its impact on the tech sector. We also discuss the latest developments in the Middle East, including the potential deal between the US and Iran, and its effects on the global economy. Additionally, we explore the ongoing closure of the Strait of Hormuz and its impact on oil prices and the economy. If you're looking for a deeper understanding of the current market trends and their implications for the economy, tune in to this episode to hear our expert analysis and insights.See omnystudio.com/listener for privacy information.
Oil prices are swinging on every twist in the Middle East, while AI continues to dominate global markets. Europe's stocks are under pressure from high energy costs, but in the US, AI momentum is driving major indices to fresh record highs. In today's episode, Carsten Menke, Head of Next Generation Research, dives into copper, and why electrification is set to shape markets for years to come.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:12) - Copper market update: Carsten Menke, Head of Next Generation Research (10:29) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company's plans to expand 737 Max production. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ The markets are pushing to new highs again — technology stocks are roaring back, earnings continue to beat expectations, and risk appetite has returned across equities and commodities. At the same time, inflation is beginning to reaccelerate, oil prices remain elevated because of the Iran conflict, and the Federal Reserve is becoming increasingly cautious about future rate cuts.In this episode of Today's Market Explained, Brian Kasal and Chris Reardon unpack the unusual mix of strength and risk driving today's market environment. From one of the strongest Aprils since 2020 and booming manufacturing data to rising gasoline prices and geopolitical tension in the Middle East, they explore why markets still look bullish — even as inflation pressures quietly build beneath the surface.
MRKT Matrix - Tuesday, May 26th S&P 500, Nasdaq catapulted to new highs by Micron and tech as traders monitor shaky Iran negotiations (CNBC) Treasury Curve Flashes Higher-for-Longer Warning Under Warsh (Bloomberg) Bond markets' worldwide warning (Axios) Corporate Bonds Are a Great Deal if You Don't Look Too Closely (WSJ) Venture Capitalist John Doerr Says AI Is the Biggest Tech ‘Tsunami' Ever (WSJ) Strong corporate earnings may not be what they appear (Axios) Uber president says AI spending is getting ‘harder to justify' (The Verge) Hedge funds are AImaxxing (FT) Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance (Bloomberg) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Eddie Sheppard is Vice President, Insights at Abacus Data. Learn more about your ad choices. Visit megaphone.fm/adchoices
The S&P500 and Nasdaq booked fresh record closing highs as equity and bond markets resumed trading following the Memorial Day long weekend, with a rally in memory-chip companies overshadowing fresh uncertainty around the Middle East peace negotiations – Dow eased -118-points or -0.23%. Chevron Corp (down -3.51%) and UnitedHealth Group Inc (-2.99%) were the worst performers in the 30-stock index. Caterpillar Inc rallied +3.26%.
En este nuevo episodio de DISCORAMA, Mario Mengoni abre las puertas de una noche donde la elegancia disco, la memoria emotiva y el groove sofisticado vuelven a encontrarse lejos del piloto automático. El gran plato fuerte llega con una historia monumental sobre GRACE JONES y su hipnótica versión de “La Vie En Rose”, en una presentación sinfónica inolvidable cargada de teatralidad, moda y provocación. Además: CERRONE feat. ADI OASIS presenta “New Highs”, una producción fresca y magnética del legendario pionero del disco francés. SPACE revive en manos de DIMITRI FROM PARIS & DJ DEEP con una relectura exquisita de “Carry On, Turn Me On”. GROOVE JUNKIES recibe el tratamiento futurista de OPOLOPO en “We Rise”. Y BILLIE RAY MARTIN reaparece con el eterno “Your Loving Arms” en el clásico remix noventoso de ROGER SANCHEZ. También llega una nueva edición de “EL DISCOLLAGE” mixed by DIEGO HIDALGO con PETE LE FREQ, LUP INO y URBAN BLUES PROJECT. IMPORTANTE: La música incluida en este episodio pertenece a sus respectivos artistas, autores, productores y sellos discográficos. Su utilización en este programa tiene fines exclusivamente culturales, periodísticos y de difusión, sin propósito comercial ni intención de lucro. Invitamos a los oyentes a apoyar a los músicos a través de sus canales y plataformas oficiales. Conducción, musicalización y producción general: Mario Mengoni. Asistente de Producción: Diego Hidalgo. Locutores: Leandro Brumatti y Raúl Proenza. Operador Técnico: Carlos Rodríguez. Sitio oficial: www.discorama.net Seguinos en nuestras redes y dejanos tu comentario: https://www.instagram.com/discoramabymario https://www.facebook.com/discoramabymario https://x.com/DiscoramaAR
Markets are hitting record highs—but are they as strong as they look? In this June episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what's fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment. The Trending Report is a monthly commentary series that explores topical trends taking place within the current market and economy. It aims to provide clarity and encourage Advisors and Investors as they navigate and make sense of current market conditions. The ongoing battle between short term emotions and the commitment to long term investing is real. This series seeks to help Advisors and Investors focus their energy on long term success. Hosted and published by the investment professionals at USA Financial, each episode offers valuable commentary and analysis into various economic factors and market movements. By tuning in, our host breaks down complex topics into easy-to-understand information. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport
Le producteur, DJ et musicien Cerrone qui vient de sortir son nouveau single « New Highs » !
De 17H à 20H, l'Happy Hour FG, Avec Antoine Baduel, Stars, Mixes Live, cadeaux. L'Happy Hour, c'est le son de la DJ radio, des interviews, des voyages de rêve, et les bons plans de la rédaction
In this episode of Money Matters, brought to you by Greenberg Financial Group, the team breaks down a fascinating week in the markets. The Nasdaq and S&P new all-time highs early in the week before pulling back on Friday after Trump's trip to China ended with less than what analysts had hoped for. We walk through what came out of those talks, why Taiwan remains the real sticking point behind the scenes, and what a potential visit from Xi later this year could mean for trade. We also dig into the two big pressures hanging over this market, rising oil prices and rising interest rates. The 30 year crossed 5.1% for the first time in over a year, and inflation came in hotter than expected, with both CPI and PPI hitting their highest levels in years. We talk through what this means for the new Fed chair, why cutting rates right now is easier said than done, and why the producer price index is the one worth watching most closely. From there, we spend real time on the AI revolution, because the numbers just keep getting bigger. Anthropic raised 30 billion dollars at a 900 billion dollar valuation, SpaceX and OpenAI are both pushing toward trillion dollar territory, and Nvidia, Lumentum, and Vertiv all hit new all-time highs as the broader AI ecosystem continues to expand. We close with a meaningful conversation around financial planning, including a real client example where the summary plan document completely changed their retirement timeline, why in-service rollovers matter, how to think about which buckets of money to pull from first in retirement, and when Roth conversions actually make sense once you factor in things like IRMA. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
New Alpha Pick at 12pm EST today for those subscribed. There are plenty of new subscribers, but I will be golfing so I won't be going live. The market is at new all time highs. It's not time to panic - but you should know where the stocks you own trade. Are they expensive? When to sell the rally? I am making decisions like this daily now.FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm on any annual plan.Seeking Alpha's Tool kit (throw this in for the complete package)*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 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 FOR ONLY $89 EPISODE SUMMARY
May 13, 2026 – Silver is flying. Copper is hitting new record highs. Oil prices, as well, remain elevated. What's the outlook for commodities and will they continue to move higher? FS Insider interviews Jeffrey Christian of CPM Group for an in-depth...
MRKT Matrix - Thursday, May 14th Dow surges more than 300 points to retake 50,000 level as Cisco shares jump (CNBC) Cisco Stock Soars on Plan to Cut Staff in Favor of AI Spending (WSJ) Dot-com-era computer stocks are one of the hottest areas of the market again (Business Insider) Nvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value (Bloomberg) Cerebras Shares Soar in Hotly Anticipated Year for AI Debuts (WSJ) Ford Soars 25% in Two Days as AI Mania Spreads to Old Economy (Bloomberg) Goldman says tech stock ‘up crash' is sign of even more gains to come (CNBC) Xi's Threat to Trump Cements Taiwan as Top US-China Risk (Bloomberg) Bessent sees ‘substantial disinflation' ahead as Warsh takes over the Fed (CNBC) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Matthew Tuttle breaks down why AI-driven stocks continue climbing as the S&P 500 (SPX) and Nasdaq-100 (NDX) reach record highs. He explains why investors should focus on the "bottlenecks" of the AI buildout and avoid hype names. He also shares his three stock picks.======== 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
Frank Mottek discusses the latest market trends with a special guest, Ben Stein. They dive into the implications of President Trump's visit to China and the potential impact on trade. Ben shares his concerns about China's involvement in the Iran conflict and the effects on the global economy. They also discuss the recent inflation readings and the potential for wage price controls. Additionally, they touch on the topic of public safety in Los Angeles, with a special guest, Dennis Zine, discussing the city's crime rates and the importance of supporting law enforcement.See omnystudio.com/listener for privacy information.
Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, Nvidia at all-time highs as CEO Jensen Huang joins the President on his trip to China. And what are the challenges for Kevin Warsh as he takes over for Jerome Powell as Fed Chair? We look at those, on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Wednesday, May 13th S&P 500 hits another record driven by tech alone as most stocks decline on the day (CNBC) Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022 (CNBC) Wall Street Is Getting More Anxious About Long-Term Inflation (WSJ) Treasury Buyers Get 5% Long Bond for First Time Since 2007 (Bloomberg) Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote (WSJ) What Trump and Xi Want to Achieve at Their High-Stakes Summit (WSJ) Alibaba jumps as it strikes bullish tone on AI investments, even as profit plunges (CNBC) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999?The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.From there, Ryan and Sonu dig into the numbers raising eyebrows. Semiconductors now make up roughly 22% of the S&P 500, up from around 6% at last April's lows. A telecom ETF built around AI infrastructure is up 44% year to date. These are not boring numbers. But beneath all that heat, sentiment is in the toilet, breadth is holding up, and credit spreads are making new cycle lows in ways that look nothing like the quiet deterioration that began in 1998. Ryan and Sonu make the case that this is not 1999. Not yet, anyway.Then Sonu drops inflation data that deserves a second read. Computer software and accessories, where AI token and cloud spending shows up in CPI, is running at an 83% annualized pace over the last three months. The Fed has a real problem. Ryan and Sonu walk through why stable jobs plus hard inflation plus a dovish Fed still adds up to bullish for equities, before closing out with a stronger-than-expected labor market update, a preview of the US-China trade meeting, and a record-breaking Uber ride from O'Hare to Cedar Rapids.Key Takeaways:Semiconductor stocks and AI infrastructure names are posting numbers that feel frothy on the surface, but earnings growth and genuine demand provide far more fundamental support than the dot-com era ever did.The NYSE advance decline line just hit an all-time high. In 1998, it peaked 18 months before the market did. That divergence is not happening today.AI-related inflation is real and showing up in the data. Computer software in PCE is running nearly 60% annualized over the last six months. This is not just an energy or tariff story.The S&P 500 has posted six consecutive weekly gains totaling over 16%, the second best such streak on record. One year later, the market has historically been up 17% on average.The labor market is quietly stabilizing. Blue-collar sectors that were bleeding jobs in 2024 are turning around, and prime-age employment sits at its highest ratio since before the 2008 financial crisis.The longer the Fed delays action on inflation, the greater the Volcker-style risk in 2027 or 2028. The AI capex boom has driven roughly 45% of real GDP growth over the last five quarters. When that fades, the math changes.Jump to:0:00 — Welcome and the 1999 Question2:00 — College Memories and Dot Com Vibes6:20 — New Highs with Rotten Sentiment10:30 — Frothy Semis and Leverage Lessons15:50 — AI Infrastructure Trade and Sector Gaps22:40 — Breadth, Credit Spreads, and Bull Signals33:10 — CPI Heat from Tariffs and AI Bottlenecks41:50 — Fed Risks and When Booms Break49:40 — Payrolls Update and Blue-Collar Turn54:20 — China Trade Talk, Travel Chaos, and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.
Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Green kicks off Morning Trade Live with his eyes on the Mag 7 group. Pointing to a more "concentrated market" today versus Wednesday, KG says to watch the megacap group as well as a sticky VIX. Later, he assesses the latest jobs market data before turning attention to performance trends in the metals market, specifically silver. KG says silver should be on the radar as it nears $84. He indicates it could be the first test in a potential rally towards $100 as part of a global growth performance narrative helping lift the industrial metal.======== 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
Kevin Green reports a revenue beat from Strategy (MSTR), emphasizing that long-term value comes down to total bitcoin holdings and as crypto adoption grows, Strategy is likely to move alongside with it. He says Lumentum (LITE) is trading at an all time high and continues to see strong demand particularly in the chip sector.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering 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
Wall Street has pushed back to record highs on the back of strong corporate earnings. Meanwhile, the Australian share market is expected to open lower, with the US and Iran still engaged in ongoing talks over the Middle East conflict. Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Welcome to this week's Money Wise, where we recap the week in markets and highlight the stories shaping investor behavior. In the week that just passed, markets continued their upward momentum this week, with the Dow Jones Industrial Average gaining about 0.5%, the S&P 500 rising roughly 0.9%, and the Nasdaq advancing around 1.2%. Year to date, all three major indexes remain solidly positive, with the Dow up 3%, the S&P 500 up 5.6%, and the Nasdaq leading at 8.2%. The Money Wise guys note that both the S&P 500 and Nasdaq reached new all-time highs by the end of the week, extending the market's recent strength. A major focus of the discussion centered on the strength of corporate earnings and their role in driving the market higher, even as geopolitical concerns and rising oil prices remain in the background. A large percentage of companies reporting so far have exceeded expectations on both earnings and revenue, with growth rates coming in well above historical averages. The guys emphasize that while short-term market movements can be influenced by headlines and sentiment, long-term performance continues to be driven by fundamentals. The broader takeaway reinforced that strong earnings growth is currently outweighing external concerns, keeping markets focused on underlying business performance rather than short-term noise. Earnings Strength Leads the Way Earnings strength has been a key driver of the market's recent momentum, with a large majority of companies reporting results that exceed expectations. Both earnings per share and revenue growth have come in above historical averages, reinforcing the underlying health of corporate fundamentals. This level of performance has helped support equity prices even as external factors like geopolitical tensions and energy prices remain in the background. For investors, it highlights how sustained earnings growth continues to play a central role in driving long-term market trends. In the second hour, the Money Wise guys give listenters a peek into what Wall Street Won't Tell You. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. ---
We hear how oil prices have been swinging sharply, with Brent crude briefly hitting 126 dollars a barrel as tensions in the Gulf raise concerns about supply and the wider global economy. Saudi Arabia is to stop funding the LIV Golf tour after spending billions to lure top players away from the PGA Tour. And in India, a surge in digital scams has cost victims around two and a half billion dollars, prompting the central bank to step in. (Image Credit: FILIP SINGER/EPA/Shutterstock (16852987h) A display shows fuel prices in euro at a petrol station in Berlin, Germany, 30 April 2026.)
The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of commercial real estate firm JLL on earnings and the opportunity in data centers. Then CNBC speaking with sources, confirming Meta plans to tap the bond market in an effort to raise $20-25B. The stock falling on concerns over its capex plans. And can consumers expect any relief at the pump with gas prices at 2022 highs? We discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alissa Coram and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
US markets reached fresh record levels despite rising oil prices and renewed geopolitical tensions. Investors are now closely watching Big Tech earnings and the Federal Reserve for the next move.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
In this episode of Money Matters, brought to you by Greenberg Financial Group, the team digs into what has been a remarkable run in the markets. Diplomatic signals between the U.S. and Iran have been shifting, and markets have noticed in a big way. Oil prices have pulled back as fears around key shipping routes have eased, and stocks have climbed hard on the back of renewed optimism around global stability. We get into what is actually driving this surge, how these kinds of geopolitical developments ripple through different sectors, and why moments like this are such a good reminder of why discipline matters more than reaction. It is easy to make emotional decisions when headlines are moving fast. It is a lot harder to stay the course. But the investors who do tend to be glad they did. We also get into some of the companies and industries being directly impacted by all of this, including some facts and dynamics that do not always make the front page but are absolutely worth knowing heading into earnings season. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
The S&P 500 recovers and hits new highs. Inflation in Canada came in softer than expected. Europe poised to hike rates? Alberta to BC pipeline faces new objections. Bank of Canada on deck next week. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourRequest a consultation with IceCap Asset Management today:https://icecapassetmanagement.com/contact/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay up to date with our information -
MRKT Matrix - Wednesday, April 22nd S&P 500 rises, Nasdaq hits new high after U.S. extends Iran ceasefire (CNBC) Trump's Fed pick Kevin Warsh signals approach to rates — what a leadership change means for consumers (CNBC) Mortgage rates sink again, and homebuyers jump back in (CNBC) Exclusive: OpenAI briefs feds and Five Eyes on new cyber product (Axios) Anthropic's Mythos Model Is Being Accessed by Unauthorized Users (Bloomberg) Adobe Says It Will Start Charging For AI Agents Only When They Work (The Information) SpaceX Has Deal for Right to Acquire Cursor for $60 Billion (Bloomberg) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in?Ryan and Sonu break down what actually drove the comeback—not just momentum, but a fundamental shift in the earnings picture. Forward EPS estimates are rising sharply across tech, energy, and materials, and margin expansion is now the single biggest contributor to year-to-date S&P 500 returns. They explain why nominal GDP growth of 5% to 6% is fueling corporate profits even as consumer sentiment sits near historic lows, and why that gap between how people feel and how they actually spend tells the real story of this market.The episode also covers portfolio construction in a structurally inflationary world, why telecom has quietly surged 40%, why hard assets and managed futures are outperforming bonds, and what this bull market's three-and-a-half-year track record says about where things go from here.Key Takeaways:The SP 500's largest 13-day rally in history was driven by fundamentals, not just reliefForward EPS estimates are rising across tech, energy, and materials, three sectors making up 40% of the indexMargin expansion is the single biggest contributor to year-to-date S&P 500 returnsConsumer spending remains strong in nominal terms even as real income growth is flatTelecom has surged 40% and remains one of the most overlooked positions in diversified modelsBull markets that reach Year 3 have made it to Year 4 seven out of eight times historicallyRyan believes the 9.1% drawdown in early 2026 marked the lows for the yearJump to:0:00 — Welcome and Quick Setup0:31 — X Account Hack and Security Lessons3:41 — Livestream Guests and Schedule8:30 — Ryan's New CNBC Contributor Role9:58 — New Highs and a Historic Rally16:08 — Tim Cook's Legacy and Apple's AI Strategy22:06 — Earnings Growth vs. Valuation Multiples29:27 — Sector Profits: Energy, Tech, and Materials37:20 — Consumer Spending Amid Low Confidence44:15 — Retail Sales and Inflationary Growth47:16 — Portfolio Positioning for Real Economy Trends50:09 — Hype Cycles and the Allbirds AI Story53:34 — Are the Lows In for 2026?56:15 — Omaha Teaser, Closing, and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
D.R. Barton Jr., director of market research for the Foundation for the Study of Cycles, says he expects the market to continue its recovery through one more burst higher that lasts into the summer, but after that he is seeing "a bouncy, sideways market" with heightened volatility, swings reaching 20% up or down in a quarter. He is looking for "inflation-hedging names" for whatever happens coming out of the current cease-fire in the war in Iran, noting that he expects inflation to dampen the economy and the market for the remainder of the year. Isaac Wakszol, chief executive officer at Activest Wealth Management, says investors need to guard against "this time is different" thinking in wanting to make portfolio changes due to the recent increase in inflation and oil prices, war in Iran and more. He notes that in the market's last 100 years, there have been 17 recessions and 20 wars and that markets have always recovered, "and we're on Day 40-something of this war and the market is higher." In preaching discipline, Wakszol did note that 2026 into 2027 will be "a year of reckoning" for artificial intelligence, to see if it can deliver on its promises, because failing that could dampen market enthusiasm. In The NAVigator segment, Rob Shaker, portfolio manager at Shaker Financial Services, says that the fear-based selling that gripped the market around the start of war in Iran created a "generic widening" of discounts for closed-end funds. Shaker, a "discount-capture investor," says that widening — and the current recovery — was caused mostly by "the irrational effects of excessive selling pressures overall," which means that the bad news is creating buy-the-dips opportunities rather than fundamental problems for closed-end funds.
Markets are pushing to new highs—but under the surface, new risks are starting to build.Chuck Zodda and Mike Armstrong break down why investors are betting on a resolution in the Strait of Hormuz despite ongoing disruptions—and how that optimism is fueling the rally.Also covered:Why Wall Street is ramping up bets against private creditWhat today's IPO environment says about investor appetite for riskThe return of complex financial instruments—and what it could meanTwo costly retirement mistakes and how to avoid themWhat to consider before retiring abroadFrom global tensions to financial system risks, this episode looks at what's driving the rally—and what could challenge it next.
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Crypto News: The S&P500 hits new all time highs, will Bitcoin and altcoins follow? Morgan Stanley CFO says tokenization is the next major step for its multi-trillion dollar wealth business. Pakistan lifts seven-year ban, allowing banks to service crypto providers.Brought to you by
Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what's driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand trends and what they reveal about the broader economy. Darrell Cronk of Wells Fargo assesses whether earnings can push stocks even higher and what investors should watch next. Our Phil LeBeau reports on a potential jet fuel shortage and what it could mean for airlines and travel demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Scott Wapner and the Investment Committee debate how to trade the market as it approaches new highs. Plus the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What is the best way to be positioned right now? We discuss with one of the country's top financial advisors – Richard Saperstein of Treasury Partners. Plus, Treasury Secretary Scott Bessent made some comments about the Fed's next move. We get instant reaction from Former Federal Reserve Vice Chair Richard Clarida. And, Goldman Sachs' Alexandra Wilson-Elizondo tells us if she thinks we're on the cusp of an everything rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMark Thornton thinks the recent dip in the silver price is a temporary phenomenon, and as the Fed executes stealth QE, debt and deficits spiral out of control, and wartime spending breaks the government coffers, the rise of both silver and gold is inevitable up ahead.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtFree Hayek book of greatest hits articles from the Mises Institute: https://mises.org/hayek21The Mises Institute: https://mises.orgMinor Issues Podcast: https://mises.org/podcasts/minor-issuesFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Jimmy Lee thinks it's “risk off” all around between the Iran conflict, AI spending concerns, and private credit worries. However, he still thinks it can be a good year for markets. He's more concerned about jobs than inflation and wants the Fed to cut rates. After the market hits a bottom, he likes cyclicals and several other sectors, anticipating a bullish recovery.======== 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
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe CME recently lowered margin requirements on gold & silver.And the war in Iran continues to rage, increasing global uncertainty.Are these conditions that will send the price of the precious metals back to new highs?Precious metals expert Andy Schectman, CEO of Miles Franklin, returns to provide his latest update and take audience Q&A.#goldprice #silverprice #preciousmetals_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
Bitcoin is facing a major macro test as global markets react to rising geopolitical tensions and shifting regulatory signals in the United States. Today we break down Bitcoin's renewed volatility amid Iran uncertainty, the broader risk-off move hitting global equities, and what surging oil and gold could mean for crypto markets. We also discuss JPMorgan's view that the U.S. Clarity Act could trigger a major crypto rally by bringing long-awaited regulatory clarity, the SEC's new guidance on how securities laws may apply to certain crypto assets, and the growing political battle in Washington after reports that Donald Trump met with Coinbase CEO Brian Armstrong ahead of criticizing banks over crypto legislation.