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Puts Everywhere: Inside the 0DTE Index Scan & Nvidia's Earnings Aftershocks The options market didn't just walk into the weekend; it sprinted. On this Friday, February 27, 2026, edition of The Hot Options Report, Mark Longo breaks down a "blood red" session where heavy hitters like NVIDIA (NVDA), Tesla (TSLA), and Netflix (NFLX) dominated the tape with massive volume. We dive deep into the Hot Options Scan of the Day, focusing on 0DTE (Zero Days to Expiration) index trades in the SPX and Nasdaq. With over $50,000 in premium hitting single lines, find out where the "smart money" was hedging as the market faced significant downward pressure. Inside this episode: The Big Three: Why NVIDIA took the #1 spot with a staggering 5.51 million contracts. The Netflix Rebound: How walking away from the Warner Brothers Discovery (WBD) deal sent NFLX shares—and call options—soaring. Retail & Tech Hits: Analysis of the heavy selling in Apple (AAPL), Microsoft (MSFT), and the massive 18% slide in Core Weave. SoFi & Palantir: Is the sell-off overdone? We look at the "cheap swings" paper is taking on March upside. Check out the tools mentioned in the show: Visit TheHotOptionsReport.com to explore the 0DTE Trade Scan, the Front Runner Scan, and the Retail Giant badges.
Andrew Arons thinks it might be time to buy the dip on some stocks. His picks include Netflix (NFLX) as it rises after losing out on Warner Bros. Discovery (WBD). He thinks AMD Inc. (AMD) looks cheap right now; he doesn't believe we're in an AI bubble and anticipates strength in the next few years. Cava (CAVA) is his last pick, and he notes it surpassed $1B in revenue and is expanding aggressively, “following the Chipotle playbook.”======== 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
Netflix hit highs last seen several weeks ago after it lost the bidding war for Warner Bros. Discovery (WBD) to Paramount Skydance (PSKY). Rick Ducat dives into the technical trends aiding the stock's strong rebound on Friday's session. Options activity also more than quadrupled on the session. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
I made some GREAT trades thanks to Sidekick this week. What about this week? I take you through how I'm working through this market, my thoughts on things going forward and what I'm looking at next week. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
SUMMARY DEL SHOW Futuros en rojo antes del PPI de enero (+0.3% m/m esperado en headline y core); tasas ceden y el mercado sigue frágil en tech tras el post-earnings de $NVDA. $NFLX abandona la puja por $WBD tras oferta superior de $PSKY; $NFLX salta y el foco pasa a riesgo regulatorio. $META enfrenta tropiezos en su silicio interno de IA y refuerza estrategia multi-proveedor; $XYZ se dispara tras recorte masivo de empleos y enfoque “lean + IA”.
Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
What stock am I adding to my "buy the dip" list right now? Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There's also a look at how we think the percolating market matters of today will play out a year from now. They unpack: - Unlikely stocks that they are championing right now. - Potential buyout chatter for PayPal. - What comes next for the Warner Bros. Discovery romcom love triangle? Companies discussed: LOB, UPBD, HIMS, PYPL, WBD, NFLX, PSKY Host: Rick Munarriz, Guests: Jason Hall, Travis Hoium Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Warner Bros. Discovery (WBD) is taking a close look into both deals proposed by its tentative buyers. Marley Kayden takes investors through the latest on the Netflix (NFLX) and Paramount Skydance (PSKY) bids and when Warner Bros. Discovery will hold its shareholder meeting to vote on who will buy the company. Tim Biggam offers an example options trade for Netflix. ======== 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
Shawn O'Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company's culture so legendary 01:04:18 - Why Netflix's app just “works” better than the competition 01:18:03 - How to think about modeling NFLX's intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Value Investors Club pitch on NFLX. The Acquired podcast's episode on Netflix. Business Breakdowns' podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Netflix (NFLX) users continue to binge shows and movies on the streaming giant's platform. However, as LikeFolio's Andy Swan points out, it set "unsustainable" expectations for its industry dominance. Andy highlights areas where Netflix needs to improve in order to set a renewed path back to all-time highs. LikeFolio's data shows the company has lost significant traction compared to competitors in Paramount Skydance (PSKY), Warner Bros. Discovery (WBD), and even Alphabet's (GOOGL) YouTube. ======== 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
Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
This week's Rule Breaker Investing Mailbag brings together beautiful questions and stories to start the new year. We wrestle with a values-alignment dilemma around owning Robinhood, explore what it looks like to turn investing into a real, score-kept game for kids (including outperforming Dad), consider a mischievous strategy for the Market Cap Game Show, and close with an inspiring note from a retired basketball coach whose patient, optimistic approach built lasting financial freedom. Along the way, we're reminded that investing isn't just about returns—it's about judgment, temperament, family, and choosing to be a “for” person over time. Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Companies mentioned: HOOD, MELI, NFLX, TTD Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
It's not the Fed TheoTrade's Don Kaufman is watching, it's Mag 7 earnings. With companies worth $10 trillion in market cap reporting Wednesday and Thursday, he warns investors to stay nimble. As for his Big 3, Don offers bearish example options trades for the iShares Bitcoin Trust ETF (IBIT) and Goldman Sachs (GS) while offering a bullish trade for Netflix (NFLX). Rick Ducat dives into the technical trends for all three names. ======== 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
Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn Physical Gold Shares ETF (SGOL), Graco Inc. (GGG), Debt, Brunswick Corporation (BC), Old Dominion Freight Line, Inc. (ODFL), Netflix, Inc. (NFLX), Gold.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
Cisco (CSCO) has a new bull in Evercore ISI after the firm upgraded the stock and boosted its price target. Diane King Hall talks about the tailwinds it sees for the legacy tech company. Applovin (APP) shares rallied after Needham upgraded the stock and posted a price target pointing to significant upside. Diane then explains why Phillip Securities is turning up the volume on its Netflix (NFLX) analysis. ======== 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
Netflix stock is dropping despite strong earnings — is NFLX a buy at a P/E of 33? Jim explains why patience is key in a slower market period and why consumer stocks may offer better risk/reward moving forward.Despite Netflix's strong results, the stock has continued to decline. According to Jim, this may be a potential opportunity because the valuation looks more reasonable than before. A little more than half a year ago, Netflix traded above $130, while it's now just above $83.
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks discussed: NFLX, TSM, BLK Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Seth Schachner covers the latest on Netflix's (NFLX) bid for Warner Bros. Discovery (WBD) as Paramount Skydance (PSKY) stays “incredibly aggressive” in its acquisition attempts. He thinks Netflix will ultimately win out, and he's come around on the idea of their “reinvention.” Seth talks about how entertainment has broadened out, with social media or YouTube stars warring for attention with traditional Hollywood. A “real consideration” is job losses and less places to produce work, he adds.======== 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
Dan Deming sees Netflix (NFLX) rebounding once there's more clarification on its bid for Warner Bros. Discovery (WBD). As for his other Big 3 picks, he points to Newmont (NEM) benefitting from gold's strong rally and Boeing's (BA) turnaround takeoff to continue. Dan also offers example options trades for all three stocks while Rick Ducat highlights bearish and bullish trends in the charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail. In this episode: Congrats to Indiana University, college football champs! [0:27] The market jumped after Trump's latest Greenland remarks [4:58] Canada is picking a losing fight with the U.S. [9:32] How investors should react to a political Davos [15:15] France just confirmed central bankers are clueless on Bitcoin [19:22] Ray Dalio's investment advice as the global system breaks down [23:53] Is the U.S. dollar at risk of losing its reserve currency status? [31:10] Why Netflix is down after reporting solid earnings [39:52] This megacap stock is still a buy at 52-week highs [44:58] Why AI could make 2026 the year of the retailers [49:10] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
Matt Dolgin says investors are repricing the stock after the company's guidance underwhelmed in its latest earnings report. That said, he sees the reset as necessary for long-term stock expectations. Kenneth Suh adds that investors may show concern with Netflix's predominant focus on ads, live sports and the Warner Bros. Discovery (WBD) bid. That said, he considers some of the moves "smart" for the long-term. ======== 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
Ken Leon reacts to Netflix (NFLX) earnings, saying that it is doing some “very exciting things” that are being overshadowed by the Warner Bros. Discovery (WBD) deal. He argues there is a “lot of uncertainty” for investors in the stock as the bid process drags on and says Netflix is probably overpaying. He discusses the “troubled deal,” with antitrust concerns, subscriber concentration, and other worries that are keeping him cautious. He likes Fox Corp. (FOXA), TKO Group (TKO), Live Nation (LYV), and Spotify (SPOT) in the entertainment space.======== 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
@marketgauge's Michele Schneider believes Netflix (NFLX) is going through a "reality check" after earnings. That said, she notes the stock was this oversold three other times and came "roaring back" each time. Michele weighs the probability of history repeating itself. As far as 2026 goes: Michele says "proceed with caution." This year's high-momentum trades like memory chips are ones she sees having strong pullbacks. ======== 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
Netflix (NFLX) is currently in a bidding war with Paramount Skydance (PSKY) to acquire Warner Brothers (WBD). Alicia Reese and Seema Shah join to discuss what the merger would mean for the streaming giant and its subscribers. They also discuss how Netflix's advertising revenue could become its number one revenue generator by 2026.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Amid its bid for Warner Bros. Discovery (WBD), Netflix (NFLX) will release its earnings after Tuesday's close. The bidding war with Paramount Skydance (PSKY) put pressure on shares as investors seek commentary on Netflix's path ahead. Marley Kayden talks about how subscribers, live sports, and even the company's gaming segment play into expectations for the report. Prosper Trading Academy's Charles Moon offers a bullish example options trade for the streaming giant. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The ongoing Warner Bros. Discovery (WBD) saga continues with a lawsuit from Paramount Skydance (PSKY) regarding valuation, which a Delaware court struck down. A proxy battle looms, a costly endeavor for both companies. James Czerniawski emphasizes that this legal setback does not weaken Paramount's position, but rather pushes the conflict into a full-fledged proxy war. Warner Bros. Discovery's board rejected Paramount's latest offer, citing concerns over debt and insufficient price increases. Netflix (NFLX) might sweeten its offer, potentially with an all-cash deal, pressuring Paramount to raise its bid.======== 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
Netflix (NFLX) shares are searching for strength with the stock recently hitting 9-month lows as it seeks to buy Warner Bros. Discovery (WBD). Tom White turns to the bearish trends gripping the stock and highlights bullish signals to mind for a reversal. He then turns to the options front and offers an example trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Diane King Hall hits headlines moving markets Wednesday morning with a glimpse at the big banking picture through Citigroup's (C) earnings. EPS beat but sales missed, though investors didn't lean one way or the other in stock direction. On the Big Tech front, Daine notes Nvidia (NVDA) being granted conditional approval to sell H200 chips in China. She later turns to reports of Netflix (NFLX) readying an all-cash bid for Warner Bros. Discovery (WBD). ======== 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
The latest Charles Schwab STAX report took a downturn for the first time since May. Joe Mazzola expects portfolio rebalancing and end-of-year selling contributing to the down month. However, while companies like Tesla (TSLA) and Palantir (PLTR) saw stronger outflows, Alphabet (GOOGL) and Netflix (NFLX) saw more inflows. Joe later tackles why Gen X investors continue to take more risk compared to other generations. ======== 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
It's the final Rule Breaker Investing podcast of 2025, and the year ends as it always does—with your Mailbag. David shares his annual year-forward market call, then works through listener notes that capture the heart of the Foolish journey. We hear from a father investing alongside his seven-year-old son, an investor who audited his own selling history and discovered just how early he'd stepped off some great rides, and Fools thinking carefully about contribution timing, position sizing, and excellence that keeps winning. Along the way, David revisits core ideas like letting winners run, being a “for” person, and ultimately answers the question that brings the year full circle: How do you know—really know—Am I a Fool? Companies mentioned: CRWD, NFLX, RKLB, SPOT, TSLA Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason's highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable.00:23 Listener Mailbag and Community Engagement03:09 First Listener Question: Balancing Financial Results and Industry Knowledge06:50 Using AI Tools for Investment Research08:27 Real-World Examples and Industry Research11:04 Brookfield Corporation: Legal Issues and Investment Risks14:50 MTY Foods: Cash Flow and Investment Potential22:28 Rebalancing Portfolios: Strategies and Considerations26:10 Risk Management in Asset Allocation26:54 Personal Investment Stories and Lessons28:21 Strategies for 401k, Roth, and Brokerage Accounts37:29 Handling Inheritance and Tax Implications45:26 Investing in Cannabis Stocks50:54 Conclusion and Viewer EngagementCompanies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
After record viewership on Christmas Day driven by the NFL and Stranger Things, Rick Ducat looks at the chart of Netflix (NFLX) and places an example trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
LikeFolio's Landon Swan shows what he considers eye-opening statistics for Netflix (NFLX) interest from consumers compared to its competition. His firm's data found that HBO Max, Disney Plus and Paramount+ are seeing more interest from viewers, despite Netflix's NFL Christmas Day slate and its move into more live events.======== 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
Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)Show Notes:Netflix Is Still KingStreaming Media BlogRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Roy Behren details the record-breaking year for mergers and acquisitions, driven by a business-friendly U.S. administration, lower interest rates, and the rise of private credit. He discusses the shift from private to public markets and the increasing cross-border M&A activity. Roy also highlights major deals involving Netflix (NFLX), Paramount Skydance (PSKY), Electronic Arts (EA), CyberArk (CYBR), and Norfolk Southern (NSC).======== 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
Kenneth Suh discusses the implications of a potential acquisition of Warner Brothers Discovery (WBD) by Paramount Skydance (PSKY) or Netflix (NFLX). He considers the strategic importance of content libraries and artificial intelligence integration in the streaming wars. Kenneth also weighs in on the increasing competition for live sports broadcasting rights, with an emphasis on the upcoming 2026 events and the roles of Netflix, Paramount Global, and Walt Disney (DIS) in this evolving landscape.======== 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
Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best investing strategy is simply admitting you might be the "dumbest person in the room."00:24 Introducing the Guest: Bill Brewster00:50 Bill's Investment Philosophy04:05 Frameworks vs. Rules in Investing06:59 Evolving as an Investor11:01 David Gardner's Influence18:18 Goals vs. Incentives in Investing24:03 Building a Robust Investing Framework24:27 Traits of Quality Enterprises26:18 Economic Moats and Management Insights27:45 Disney's Leadership and Strategic Shifts32:58 Berkshire Hathaway's Future LeadershipCompanies mentioned: BN, BRK.B, CLPT, COST, DIS, FAST, GIS, JPM, MCD, MELI, NFLX, OLN, OXY, PM, SHOP, WBD, WMT*****************************************Check out The Business Brew: https://www.thebusinessbrew.com/*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Send us a text0-21:30: PSKY / WBD Deal breakdown21:30-51:08 The Fed Breakdown51:08-56:27: Donor Approved Funds for CharityIn this episode, Kristen and Jen continue to unpack Warner Brothers Discover bidding war from what the media is constantly getting wrong including missing the non apples to apples bids from PSKY and NFLX as well as why Paramount's bid looks nothign like traditional M&A and is basically a straight-up leveraged buyout. They also break down the question everyone's up in arms about: who is in control when this deal goes through.Then Jen shifts gears into the Fed…and why the headlines are missing what actually matters. Yes, there was a 25bp rate cut — but the bigger story is the Fed's new plan to support funding markets through reserve management purchases (RMPs) and short-dated Treasury buying. Jen translates the Fed's most painfully dry policy language into plain English, explains what “ample reserves” really means, and walks through why the Fed is stepping in now — with historical parallels to 2019's repo market stress and the post-2008 era of balance-sheet whiplash. The takeaway: this isn't a red-alert crisis moment, but it is a meaningful shift in liquidity support… and it sets up some very interesting asymmetry heading into 2026.Finally, they end with a practical PSA that could save high earners real money: a tax change coming in 2026 (and why there's urgency before year-end) makes donor-advised funds newly relevant if you give to charity consistently. They explain how “bunching” donations can potentially maximize deductibility — and how donating appreciated stock can help you avoid capital gains taxes while still supporting the causes you care about. Not tax advice (seriously: ask your CPA), but if you're philanthropic and market-savvy, this is one of those “tiny line in a bill, huge impact” moments you don't want to miss.Want to get an intense education in the world of corporate finance typically reserved for investment bankers and private equity professionals? Learn more about our 25 hour self paced course here! https://thewallstreetskinny.com/investment-banking-private-equity-fundamentals/#investment-bankingLearn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately.Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firefly Aerospace Inc. (FLY), Commodities, Netflix, Inc. (NFLX), Entergy Corporation (ETR).Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
$70 billion can get a lot… but in the case of Netflix, it can't buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they're accretive or dilutive. They cover: - What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast. - Whether or not this smart capital allocation or peak hubris on the part of Netflix - A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don't!) make sense Companies discussed: WBD, NFLX, DIS, PARA, CMCSA Host: Emily Flippen, Dan Caplinger, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount's hostile counter offer. Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Review last week's results from SentinelOne and Snowflake. - Predict which of the two will reach GAAP profitability first. - Give a critics choice take on the Netflix-Warner Bros deal, including some thoughts on Paramount's just-launched hostile takeover. Companies discussed: S, SNOW, NFLX, WBD, PSKY Host: Tim Beyers Guests: Rick Munarriz, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles
Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors.Today's Stocks & Topics: Tecnoglass Inc. (TGLS), Market Wrap, Pan American Silver Corp. (PAAS), “Navigating Divergent Commodity Markets”, International Exposure, Netflix, Inc. (NFLX), Oil Pipelines, Covered Calls ETFs, Target Corporation (TGT), Walmart Inc. (WMT), Japan Bond Rates.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squibb Company (BMY), The Federal Reserve, Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Netflix, Inc. (NFLX), Barrick Mining Corporation (B), How A-I Influences Shopping.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
As November comes to a close and Thanksgiving arrives, our Mailbag is brimming! From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated positions, inheritance questions, regrets, and remarkable investing wins—this month's notes run deep and wide. David is joined by Andy Cross and Robert Brokamp to explore strategies for retirement withdrawals, building children's portfolios, and managing dominant holdings, while also celebrating generosity, unity, and candle-lighting stories from across the Fool community. It's a warm, thoughtful Mailbag to close the month—and a reminder of why this community is such a joy to read and host each year. Companies mentioned: AAPL, AMZN, CHWY, COST, DIS, DUOL, HOOD, NFLX, NVDA, PLTR, RDDT, SHOP, SNOW, TSLA Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuests: Andy Cross, Robert BrokampProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
Some of the biggest mistakes investors make aren't the stocks they buy - they're the ones they sell. In today's episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley Fool's most painful sell decisions, from Netflix and beyond. They dig into: Why selling is so emotionally tempting and is often the biggest mistake for retail investors How a single 5, 10, or 100-bagger can offset other losers How to build a framework to help investors hold onto winners without holding everything forever Companies discussed: NFLX, SE, FLSR, CMG, GRMN, RCL, MELI, ISRG, TGT, WMT Host: Emily Flippen, Jason Hall, Jeff SantoroProducer: Anand ChokkaveluEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices