Podcasts about nflx

Former support has potential to turn into new resistance for Netflix (NFLX), says Rachel Dashiell of Charles Schwab. She highlights the one and five-year charts to further explain how historical trends come into play. ======== 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

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Advertising Inquiries: https://redcircle.com/brands

We review some top Income ideas, the Quantum Computing space, and the recent pullback in Semiconductors.  We also review the new Trump Accounts for minors and tell you how they work and how to get started.

John Conca and Kenneth Suh discuss their takeaways from Netflix (NFLX) recent earnings. Kenneth says the company's addition of short form content, video games and video game podcasting are lifting a lot of engagement and provide opportunities for ad engagement. John says the company looks to be on the right track to hit its goal of one trillion dollars by 2030. They also touch on Netflix dipping after earnings.======== 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 stock market faces pressure from several angles to end the trading week. Tom White talks about the continuing selling hitting AI stocks, especially in the memory space with Micron (MU) and SanDisk (SNDK), as both stocks trade more than 30% below its all-time high. More U.S. strikes on Iran also aren't doing any favors to alleviate fears that energy volatility will shake commodities again. Tom also discusses Netflix's (NFLX) earnings and subsequent sell-off, along with recent trading action in SpaceX (SPCX). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Headwind after headwind have hit markets throughout the week due to the AI sell-off and heightening tensions between Iran and the U.S. Kevin Hincks considers Friday's trading session "critical," urging investors to keep an eye on the S&P 500 (SPX) and Nasdaq-100 (NDX) throughout the day. It comes as the U.S. strikes Iran for a sixth straight day, piling uncertainty into the energy trade and the future of the Strait of Hormuz. Kevin also discusses Netflix's (NFLX) earnings the sell-off that report ignited. ======== 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

SUMMARY DEL SHOW Futuros a la baja este viernes con el NASDAQ liderando las caídas en semiconductores, mientras $NFLX se hunde cerca de 9% en premarket por una guía de ingresos sin sorpresa positiva y Alphabet arrastra al sector por retrasos en Gemini. La junta de $PYPL consideraría insuficiente la oferta de $53 Billones de Stripe y Advent International, abriendo la puerta a una mejora de términos o un estancamiento en las negociaciones. Moonshot AI lanzó Kimi K3, el modelo de código abierto más grande jamás construido, superando en pruebas ciegas a modelos americanos, en lo que Bloomberg ya llama el "Kimi moment", el nuevo DeepSeek.

TSMC (TSM) posted an earnings beat and announced another $100 billion worth of investments to the U.S. AI chips saw sharp selling action, from Nvidia (NVDA) to Micron (MU). Netflix (NFLX) released its quarterly earnings as the stock closed just above its 52-week low. Sam Vadas highlights the top stories moving markets in Thursday's trading session. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Shares of Netflix (NFLX) continue to trade near a 52-week low, as Rick Ducat highlights the streaming giant as the most notable laggard in the space. He discusses the key support and resistance levels he's watching ahead of Thursday's earnings and 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

Netflix (NFLX) will report earnings after Thursday's close as the stock trades just above its 52-week low. Andy Swan walks investors thorugh LikeFolio's data that shows lagging consumer demand compared to HBO Max, Paramount+, and Hulu. He argues the company lost a lot of momentum after Paramount Skydance (PSKY) won the bid for Warner Bros. Discovery (WBD). Andy adds that rising competition in the streaming space creates a "new ball game" for Netflix. ======== 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

Netflix (NFLX) closed Thursday's trading session just above its 52-week lows, and trading was choppy after hours after the streaming giant released earnings. EPS beat but revenue missed expectations, and Netflix missed expectations on both fronts when it came to guidance. Sam Vadas and Jeff Pierce discuss what the report signals for the company and the overall streaming space. ======== 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

CFRA's Ken Leon discusses why he still sees upside for Netflix (NFLX) despite the stock's sharp decline over the past year. He explains why sustained revenue growth, strong cash flow generation, and expansion into areas like live sports and podcasts could help Netflix strengthen its position and keep subscribers engaged in an increasingly competitive market.======== 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

Charles Schwab's Kevin Horner examines the S&P 500's (SPX) recent consolidation and explains why a breakout above key resistance could spark the market's next major move. He also highlights a bullish technical setup in AbbVie (ABBV) and discusses potential upside targets. Horner rounds out his analysis with Netflix (NFLX), outlining the key support levels and technical signals that could appeal to long-term investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Seth Schachner examines the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD), highlighting regulatory challenges in the U.S., UK and Europe. He discusses potential asset divestitures, the competitive pressure from streaming leaders like Netflix (NFLX) and YouTube, and why consolidation may bring concerns over jobs, competition and innovation across the media industry.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

SUMMARY DEL SHOW Futuros mixtos este viernes con el Nasdaq 100 y el $SPX cediendo terreno tras el rally de chips, con el mercado atento al debut de $SKHY y sin nuevos ataques en el frente iraní mientras persisten los esfuerzos diplomáticos. SK Hynix $SKHY debuta en el Nasdaq levantando $26.5 Billones en la mayor colocación de una empresa extranjera en la historia de EE.UU., con la emisión siete veces sobresuscrita y $NVDA como cliente ancla. Circle Internet $CRCL sube cerca de 7% en premarket tras recibir aprobación para establecer un banco fiduciario nacional, mientras $NFLX explora TV en vivo y paquetes de streaming ante señales de menor engagement.

Google - added to the Dow todayFair Value - S&P 500 can reasonably be called a fair vlaue buy right nowLAG 7 - Is this group ready for a catch up trade?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across companies adopting the technology.======== 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

Want the New iPhone 18 This September? Be Prepared to Pay More…. A Lot More The iPhone 18 is expected to be released in just a few months, and if current estimates are accurate, consumers could be facing some serious sticker shock. One of the biggest reasons is the ongoing battle for semiconductor components. The rapid buildout of AI data centers has created enormous demand for memory chips, and data center operators are willing to pay almost any price to secure supply. That is creating challenges for companies like Apple, which rely heavily on DRAM (dynamic random-access memory) and NAND flash storage.   According to industry estimates, the cost of 12GB of DRAM used in the iPhone 17 was about $39. For the iPhone 18 Pro, that figure could rise to approximately $145. NAND flash storage costs are also expected to surge. The 256GB of flash storage that cost Apple around $13 in the iPhone 17 is projected to cost roughly $51 in the iPhone 18, an increase of nearly 300%.   Apple may also introduce a redesigned camera system that could cost about 50% more than the cameras used in previous models, adding even more pressure to manufacturing costs.   Apple currently earns an estimated gross margin of roughly 44% on the iPhone 17. If the company attempts to maintain those margins while absorbing these higher component costs, the price of a high-end iPhone 18 could climb to around $1,300 or more.   The big questions are: Will Apple absorb some of these higher costs and accept lower profit margins? Or will consumers decide that the latest upgrade isn't worth the higher price and keep their current phones for another year?   Either scenario could create headwinds for Apple's earnings. Lower margins would hurt profitability, while slower upgrade cycles could reduce unit sales. Both outcomes could put pressure on Apple's stock in the months ahead.   Bad News: The Dollar Is Strong Again Some people may read that headline and think, "What's the problem? Isn't a strong dollar a good thing?" Not necessarily. A strong dollar sounds positive, but the reality is more complicated. The U.S. dollar is now at its strongest level since May 2025. While that may feel good on the surface, a stronger dollar can create challenges for the economy.   When the dollar rises, American products become more expensive for the rest of the world to buy, which can worsen our trade deficit. At the same time, imported goods become cheaper for Americans. Consumers may enjoy lower prices on foreign products, but it also means more money flows overseas instead of supporting domestic businesses.   Over the long term, that can weaken U.S. manufacturing, increase our reliance on imports, and contribute to growing debt levels.   What's driving the dollar higher? Two major factors stand out. First, the new Federal Reserve leadership signaled a more hawkish stance at its most recent meeting. Nine of the 19 officials now expect at least one rate hike before year-end. Higher interest rates generally make the dollar more attractive to global investors. Second, the AI investment boom continues to fuel U.S. economic growth. However, the enormous capital required for AI infrastructure is leading companies to borrow heavily to finance those investments. This increased demand for capital competes with U.S. Treasury bonds for investor dollars, which could keep long-term interest rates elevated or even push them higher.   The AI boom has already increased speculation and risk in the equity market. Now it may also be creating additional risks in the bond market. Wherever you're investing, make sure you understand the relationship between risk and reward before committing your capital   Can Alphabet/Google Take Some of Nvidia's Market Share? Nvidia currently controls roughly 90% of the AI computing chip market. Whenever a company dominates an industry to that extent, it creates an opportunity for competitors to enter with comparable products at lower prices. That's exactly what Alphabet's Google is attempting to do with its artificial intelligence chips.   Google originally developed its custom AI chips for internal use, but it quickly realized there was a much bigger opportunity. With demand for AI infrastructure exploding, Google is now producing more chips and making them available to outside customers.   Nvidia CEO Jensen Huang has repeatedly stated, both publicly and privately, that increased competition will not have a meaningful impact on Nvidia's business. But what else can he say? Competition almost certainly will affect Nvidia to some degree. The company may eventually lose some market share and could be forced to lower chip prices to maintain its dominant position.   Google has significant financial resources to support its AI ambitions. In western New York, for example, Google reportedly provided a $3.2 billion financial guarantee tied to the Lake Marina AI data center project. Nvidia has used similar strategies in the past to strengthen relationships with customers and partners.   This type of financing does concern me. When you provide financing to a company that is also purchasing your products, you take on two risks. If that customer runs into financial trouble, you could lose both future product sales and repayment on the financing arrangement.   I also suspect Nvidia has substantial leverage with many of its customers. Companies may worry that reducing purchases from Nvidia today could limit their access to future chip allocations if demand remains strong.   Google isn't the only company challenging Nvidia. Competitors such as AMD, Broadcom, and newer entrants like Cerebras Systems are all looking for ways to gain a foothold in the rapidly growing AI chip market.   Nvidia stock has delivered incredible returns over the past several years. The question investors should be asking is whether increasing competition and the possibility of future chip oversupply could eventually take some of the shine off Nvidia's valuation.   The Dow's Alphabet Move Is a Sign of Weakness, Not Strength The Dow Jones is once again proving why it has become one of the most outdated and least useful stock market indexes in America.   This week S&P Dow Jones Indices announced that Alphabet will be added to the Dow, replacing Verizon. The financial media is treating it like the Dow is finally modernizing itself for the AI era. I see it differently. This is not leadership. It is not vision. It is not smart index construction. It is the Dow doing what it has done for years: showing up late, after everyone else has already made the money.   The Dow is supposed to represent the most important companies in the American economy. But unlike the S&P 500, it is not rules-based. There is no formula, no discipline, no objective threshold that decides who gets in and who gets kicked out. Instead, a committee at S&P Dow Jones decides when the index should change and which companies “feel right” for the list. That sounds harmless until you realize what it really means: the Dow is not a market index so much as a committee-curated museum exhibit that occasionally swaps out an old display piece for whatever has already become impossible to ignore.   That is exactly what is happening with Alphabet. Google has been one of the most dominant businesses on earth for well over a decade. It has been central to digital advertising, cloud computing, mobile software, and now artificial intelligence. None of that is new. The AI spending boom did not start yesterday. The Magnificent Seven did not suddenly become important last week. These companies have been driving market returns, corporate profits, and capital spending for years. Yet only now does the Dow decide it needs more exposure to big tech? That is not being ahead of the curve. That is a lagging indicator pretending to be a benchmark.   And the timing could not be more ridiculous. Instead of adding these companies before the market fully priced in their dominance, the Dow is adding them after the entire world has piled into the trade. After valuations expanded. After AI enthusiasm exploded. After mega-cap concentration became one of the biggest risks in the market. In other words, the Dow ignored the most important trend in the market for years and is now buying into it once the trade is crowded. The Dow will now hold five of the Magnificent Seven—Alphabet, Microsoft, Apple, Amazon, and Nvidia—which together will account for roughly 18% of the index. This is not modernization. That is panic buying in a suit.   What makes it even more absurd is that the Dow still uses a price-weighted structure, which is one of the silliest relics in finance. A stock's influence in the index is determined by its share price, not by the actual size of the company or its economic importance. Think about how insane that is. In a supposedly elite index of America's biggest companies, weighting is still distorted by something as arbitrary as the sticker price of one share. A stock split can change a company's importance in the Dow more than a change in its business fundamentals. This also leads to more concentration with high priced stocks like Goldman Sachs accounting for roughly 13% of the entire index and Caterpillar making up around 12%. This compares to low priced stocks like Verizon or Nike which each only currently account for about 0.5% of the index.     So now the Dow wants to have it both ways. It wants the credibility of owning AI and mega-cap tech leaders, but it wants to keep the same outdated structure and the same slow-moving committee process that made it miss the trend in the first place. It wants to look relevant without actually fixing what makes it irrelevant. Replacing Verizon with Alphabet may make the Dow look smarter for a headline or two, but it actually exposes the problem. The Dow did not identify the future. It waited until the future was obvious, then stapled it onto an old index and called it progress.   The truth is the Dow has become a follower, not a leader. It reflects where the committee finally got comfortable going after the move already happened. And by adding more mega-cap tech exposure now, after years of delay, it may be doing exactly what bad investors do: chasing yesterday's winners while taking on tomorrow's risk.   The Dow is not evolving. It is flailing. And every one of these late-stage reshuffles is a reminder that the most famous index in America may also be one of the least relevant.   Fed Stress Test Confirms the Strength of U.S. Bank Balance Sheets U.S. banks once again came through the Federal Reserve's 2026 stress test looking structurally strong, even under an intentionally severe economic downturn scenario. The results continue to reinforce one of the most important post-financial-crisis themes: large banks today are built to withstand a shock that would have been destabilizing in prior cycles.   The Fed's hypothetical scenario was deliberately harsh. It assumed a deep global recession with the U.S. economy contracting 4.6% and unemployment rising to around 10%. Housing prices would fall 30% from their current levels, the stock market would plunge 58% and there would be a 39% drop in commercial real estate prices. The framework is designed to test not just mild downturns, but a “worst plausible case” scenario that stresses bank balance sheets across multiple channels at once. Under that scenario, the Fed estimated cumulative losses across the largest 32 banks at roughly $700 billion, with the bulk coming from credit cards, corporate lending, and commercial real estate exposure. Despite those losses, all major institutions remained above required minimum capital levels. Capital ratios declined during the stress period, as expected, but stayed comfortably within regulatory buffers, underscoring how much capital has been built into the system since the 2008 financial crisis and subsequent regulatory reforms.   What stands out this year is not just that banks passed, but the margin by which they did so. Even under simultaneous pressure from unemployment, real estate, and equity drawdowns, the system showed the ability to absorb losses while still maintaining lending capacity. That “lend-through-cycle” characteristic is one of the key goals of post-crisis regulation, and the results suggest it is functioning as intended.   From an investor perspective, the more immediate implication is capital return. Passing the stress test is effectively the green light for banks to continue deploying excess capital back to shareholders. JPMorgan Chase unveiled a new $50 billion share repurchase program and said it will increase its quarterly dividend 10% to $1.65 per share, subject to board approval. Goldman Sachs and Wells Fargo increased their dividends 11% and Morgan Stanley boosted its payout by 15%.   Importantly, the Federal Reserve did not materially tighten capital requirements in this round, which removes a potential headwind that some investors had been watching. Instead, capital rules remain broadly stable, allowing banks to operate with predictability in their capital planning. That stability is key, because it supports consistent buyback programs rather than volatile, stop-and-go capital return cycles.   Taken together, the results reinforce a familiar but important conclusion: large U.S. banks today are not only capable of surviving severe macroeconomic stress, but they are doing so while generating enough earnings power to continue returning substantial capital through both dividends and buybacks. In a market where macro uncertainty remains elevated, that combination of resilience and shareholder yield continues to be a defining feature of the banking sector.   What Is Quantum Computing All About? Quantum computing is the next big step in the evolution of computing, and there's no way around it: it's a complex subject. But it's also one of the most important technologies being developed today. If your son or daughter is in high school and unsure what they want to study in college, they may want to consider quantum physics, engineering, or computer science with a focus on quantum computing. Over the next decade, the world is going to need far more people who understand this field, whether that means working in quantum research labs, developing software, building hardware, or solving the many engineering problems that still stand in the way of commercial adoption.   At its core, quantum computing is different from traditional computing because it uses quantum mechanics rather than classical binary logic. Today's computers rely on CPUs and GPUs that process information in bits or ones and zeros. Quantum computers use quantum processing units, or QPUs, powered by qubits. Qubits can behave in ways classical bits cannot, which gives quantum systems the potential to solve certain problems dramatically faster than even the most powerful computers we have today.   There are currently four major approaches, or architectures, being used to build quantum computers: superconducting, neutral atoms, trapped ions, and photonics. Each has strengths and weaknesses, and no one yet knows which approach will ultimately dominate. But all of them are trying to achieve the same goal: building machines capable of solving problems that are effectively impossible for classical computers.   That matters because the upside is enormous. Quantum computers could transform fields like drug discovery, materials science, logistics, finance, and artificial intelligence. They may also eventually be able to crack some of the encryption methods that protect today's digital world, which is one reason governments are taking the technology so seriously. It's not just a commercial race, it's increasingly a national security race as well.   And that's where the geopolitical angle comes in. China has been heavily subsidizing quantum research. The future may not just be defined by military arms races, but by technology races, especially in areas like artificial intelligence, semiconductors, and quantum computing.   The financial opportunity is also huge. By 2035, quantum computing is expected to generate roughly $43 billion to $71 billion in revenue. By 2040, some forecasts see that number climbing as high as $850 billion. Those are enormous figures for a technology that is still in its early innings, which helps explain why so much money is flowing into the space. I have to admit, quantum computing is both exciting and a little scary. A technology that can solve problems far faster than today's computers could open the door to incredible breakthroughs, but it could also create entirely new risks. Then again, that's true of almost every major technological leap in history. Progress is often uncomfortable at first, but it also has the power to reshape the world in ways we can't yet fully imagine.   Financial Planning: Accessing Home Equity Homeowners tapped an estimated $47 billion of their roughly $11 trillion of home equity during the first quarter of 2026, the highest first quarter total since 2021. There are three primary ways to borrow against that equity. A cash-out refinance replaces your current mortgage with a larger one, but this generally only makes sense if today's interest rates are similar to or lower than your existing mortgage rate. That is unlikely for homeowners who locked in historically low rates during 2020 through 2022. A home equity loan functions as a second mortgage with its own fixed interest rate and monthly payment, making it a good choice when you need a lump sum for a specific purpose, such as a home renovation. A Home Equity Line of Credit (HELOC) is a revolving line of credit that allows you to borrow only what you need and repay it on your own schedule. While HELOCs typically have variable interest rates, they also provide the greatest flexibility and can make sense in today's interest rate environment. Regardless of which strategy you choose, home equity should be used to improve your overall financial position, such as consolidating high interest debt, funding value-adding home improvements, or purchasing appreciating assets. It should not be used to finance ongoing living expenses or discretionary spending.   Companies Discussed: Netflix Inc. (NFLX)

Netflix (NASDAQ: NFLX) has been one of the top-performing stocks of the last generation, but the streaming giant has hit a rough patch in recent weeks. Meanwhile, Avalanche is rebranding to focus on major consumer business adoption. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! 00:00 intro 00:09 Sponsor: Tangem 00:41 Netflix Demolished 01:10 Netflix dodged three bullets in a row 01:46 Market is wrong 02:15 Netflix revenue 02:35 Cash war chest 03:00 Seedance 2.5 unlocks Netflix potential 03:25 How Netflix will use A.I. to fix problems 04:09 Netflix A.I. Creator Platform coming 05:04 Who survived yesterday? 05:33 Tokenized Stocks on AVAX 07:08 AVAX x Broadridge Partnership 08:25 Avalanche Rebrands For Business 09:32 Validator Diversity 10:09 FIFA MASSIVE Test 11:52 Crypto is mainstream 12:18 Netflix x FIFA Game 12:29 Avax x Netflix Test 12:50 Netflix buys Ready Player Me 13:17 Apple buys trash A.I. company 14:04 AVAX A.I. Avatars 15:10 Animoca Brands Partnership 16:28 Netflix Gaming Web3 Features Coming 18:28 Netflix speed to product 18:50 TikTok vs Netflix 19:45 $NFLX Price Target 20:49 $AVAX DCA Targets 21:40 AVAX Flipping trash chains? 22:08 Bitcoin falls below $60k 23:00 outro #AVAX #Crypto #Netflix ~BRUTAL Crash!

Rachel Dashiell of Charles Schwab focuses on Netflix (NFLX) and the stock's continual decline since hitting all-time highs almost a year ago. She shows the short and long-term price action in the streaming giant's shares to show how bears clawed into the stock, while outlining historic support she sees lifting bullish momentum. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Micron (MU) surges to new record highs after securing a strategic partnership with Anthropic. Netflix (NFLX) shares fall to October 2024 lows. SpaceX (SPCX) sells off for a third straight session following its IPO earlier in June. Marley Kayden explains what's behind the biggest stock movers of Monday's session. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Netflix (NFLX) shares are trading near 52-week lows. Earlier this year, the streaming giant walked away from acquiring Warner Bros. Discovery (WBD) with Paramount Skydance's (PSKY) buying the company instead. Wedbush's Alicia Reese says it could be a good thing as it shows Netflix isn't willing to overspend in expanding content capabilities. She adds that Netflix "is the anchor" for streaming that drives engagement on other platforms like Roku Inc. (ROKU), which was recently acquired by Fox Corp. (FOXA). ======== 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

What happens when Nvidia's annual dividend suddenly exceeds David's original Motley Fool cost basis—six times over? This month's Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst's personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in Washington, D.C., to discovering Warren Buffett in Costa Rica, and eventually becoming a prominent writer for The Motley Fool. The trio dives deep into Brian's investing evolution—blending the extreme optimism of David Gardner with the anti-fragility of Nassim Taleb—and the painful valuation lessons learned during the 2022 bear market. They also tackle the burning question: "Will AI kill SaaS?", exploring the protective moats of high switching costs, physical world connections, and mission-critical proprietary data.  01:47 Dave Ramsey Story 04:00 From Teacher to Fool 07:25 Buffett Book and Costa Rica 11:56 Berkshire Meeting Takeaways 18:33 Evolving Investing Style 25:30 AI and SaaS Moats 29:15 SaaS Winners in Selloff 29:47 Shopify and Toast Moats 31:56 Physical World Edge 32:54 Proprietary vs Synthetic Data 34:23 Leadership and SaaS Evolution 36:17 Margins TAM and Volume 37:23 Compute Costs and Jevons 43:16 AI Everywhere Anecdotes 45:58 Investor Mindset Rules 47:32 Fads Position Sizing 52:33 Luck Skill and Plugs 56:51 Closing Thanks Disclaimer Check out Brian's work: https://www.stockinvestingmentor.com Companies mentioned: AMZN, AXON, CRM, CRWD, DDD, GOOG, GOOGL, NET, NFLX, NVDA, SHOP, SSYS, TOST, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

To mark his 60th birthday, David delivers what may be the most distilled episode in Rule Breaker Investing history: 20 thoughts about investing, 20 about business, and 20 about life—gathered from decades of entrepreneurship, stock-picking, reading, losing, winning, and trying to stay Foolish along the way. From the “Ship of Fools” and the spiffy-pop, to optionality, fads that weren't fads, the hardest thing in life, divergence and convergence, and why the longer Frank Lloyd Wright lived, the more beautiful life became… this is a fast-moving collection of convictions, stories, quotes, and life-earned observations designed to stick with you long after the episode ends.A milestone birthday. A landmark episode. [And yes: somehow, he fit 60 thoughts within 60 minutes.] Host: David GardnerProducer: Bart Shannon Companies Mentioned: ABNB, AMZN, CROX, GOOG, LUV, NFLX, SBUX, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual fund fees. They also tackle the psychological battle of lump-sum investing versus dollar-cost averaging and explain why tracking your overall net worth is far healthier than obsessing over individual stock movements.  01:11 Three Buckets Framework 03:45 Define Your Why 04:51 Goals And Time Horizons 08:59 Multiple Goals In Life 11:37 Choose Investor Style 13:30 Target Date Basics 18:20 Fees And Fund Reality 23:31 Avoid Overactivity Trap 25:39 Build A Repeatable Process 27:58 Tracking Performance Wisely 29:19 Detach Stock From Business 30:33 Keep Score With Benchmarks 34:01 Net Worth And Debt Tracking 35:54 Fee-Only Advisor Check In 38:51 Lump Sum Vs Dollar Cost 43:30 Tax Buckets And Accounts 47:40 Roth Limits And Workarounds 49:18 Options Income Tax Placement 50:56 Build A Review Checklist Companies mentioned: AVGO, FTNT, NFLX, NVDA Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual fund fees. They also tackle the psychological battle of lump-sum investing versus dollar-cost averaging and explain why tracking your overall net worth is far healthier than obsessing over individual stock movements.  01:11 Three Buckets Framework 03:45 Define Your Why 04:51 Goals And Time Horizons 08:59 Multiple Goals In Life 11:37 Choose Investor Style 13:30 Target Date Basics 18:20 Fees And Fund Reality 23:31 Avoid Overactivity Trap 25:39 Build A Repeatable Process 27:58 Tracking Performance Wisely 29:19 Detach Stock From Business 30:33 Keep Score With Benchmarks 34:01 Net Worth And Debt Tracking 35:54 Fee-Only Advisor Check In 38:51 Lump Sum Vs Dollar Cost 43:30 Tax Buckets And Accounts 47:40 Roth Limits And Workarounds 49:18 Options Income Tax Placement 50:56 Build A Review Checklist Companies mentioned: AVGO, FTNT, NFLX, NVDA Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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

Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is telling investors not to get comfortable yet.Today's Stocks & Topics: Venture Global, Inc. (VG), Market Wrap, Netflix, Inc. (NFLX), KLA Corporation (KLAC), AI and Investment Advice, Devon Energy Corporation (DVN), The Market Is Hot, But This Is Where Investors Get Hurt, The TJX Companies, Inc. (TJX), Free Cash Flow.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

Don Kaufman takes us through today's top three trades highlighting Netflix (NFLX) as it may retest the 75 level. He also warns that Lululemon (LULU) could face longer term pressure holding levels, meanwhile Intel (INTC) surged in just four weeks. Rick Ducat takes us through the key technicals in the stock charts.======== 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

Some grocery chains are deploying AI to slash food waste and improve profit margins, a trend that reflects a broader shift in how artificial intelligence is creating real, measurable returns in unexpected corners of the economy. We examine how AI-driven operational efficiency is becoming a competitive moat — and what it means for investors looking beyond the obvious AI plays.Today's Stocks & Topics: MNTN, Inc. (MNTN), Automatic Data Processing, Inc. (ADP), Market Wrap, Technical Indicators, Netflix, Inc. (NFLX), AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins, iShares Ultra Short Duration Bond Active ETF (ICSH) vs. Money Market Accounts, Alarm.com Holdings, Inc. (ALRM), Target Corporation (TGT), Deglobalization.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Netflix (NFLX) announced $25 billion more in share buybacks. Kevin Horner of Charles Schwab analyzes the streaming giant's stock when it comes to price action to show what levels bull need to hit to gain more traction on the headline. ======== 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

As the market rebounds to all time new highs, find out about the stocks that are still "on sale", including Technology and Mag 7 names.  We share top Wall Street Investor's Nancy Tengler and Jason Ware's buy lists right now.  We also update you on the Space ETFs and the massive upcoming IPO of SpaceX.

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+. Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg) Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude (TechCrunch) Sources: Dario Amodei is set to meet with WH Chief of Staff Susie Wiles on Friday, a breakthrough in Anthropic's effort to resolve its fight with the Pentagon (Axios) OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more (ZDNet) Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (The Information) Longreads India produces 1.5M+ CS graduates annually, but AI coding tools are forcing its $315B IT outsourcing industry into an existential reckoning (Bloomberg) Doug Liman's $70M movie Bitcoin: Killing Satoshi uses AI for sets, lighting, and more in post-production, cutting costs from an estimated $300M (The Wrap) Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data (Forbes) Learn more at liquid.trade/techbrew. Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crude oil needs to slide below $84.37 for a sustained downtrend in prices to continue, says Kevin Green. He walks investors through the technicals and why the commodity's price action remains critical to markets, which he says remains bullish despite an overstretched run. KG tackles the earnings front with Netflix (NFLX) and the headwinds leading to a double-digit sell-off in shares. ======== 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) sold off after earnings due in large part to its second quarter guidance. Jenny Horne takes a closer look into the streaming giant's report to explain why investors are looking forward and overshadowing the earnings beat. Dan Deming 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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5Kovlc

We officially announce our transition to building an AI Neo Cloud.(00:00) Introduction(03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon(06:10) Taiwan Semiconductor and ASML Earnings(12:07) Hermes(18:20) Coupang's AI Investments(24:49) PayPal's Market Position (30:58) Stock-Based Compensation and Its Impact on Software Companies(37:40) Netflix Earnings and Strategic Shifts(43:14) Consulting Industry Insights and Trends(49:13) Amazon's Satellite Acquisition and Market Implications(55:45) OpenAI Losing Market Share*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

SUMMARY DEL SHOW Futuros levemente en verde y camino a cerrar la semana con ganancias. El mercado compra desescalada en Medio Oriente, el crudo sigue bajo $100 y eso ayuda al risk on, especialmente en tech e infraestructura de IA. $AAPL sube envíos de iPhone en China en 1T y se mantiene fuerte en premium. $NFLX cae por salida de Hastings y guía más débil, lo que reactiva dudas sobre ritmo de crecimiento. $CRCL enfrenta una class action por el hack de Drift y vuelve el debate sobre congelar fondos en stablecoins sin orden legal.

Kenneth Leon previews Netflix (NFLX) earnings as investors refocus on fundamentals following the company's decision to move on from merger speculation. He highlights pricing power, ad‑tier growth, and operating leverage as key drivers. Tom White outlines a neutral options strategy designed to take advantage of post‑earnings volatility contraction. The spotlight remains on guidance and whether Netflix can sustain its premium growth trajectory.======== 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 turned up the volume in a recent rally, just as the company readies to report earnings after the close on Thursday. Rick Ducat shows the key levels to watch into and after the streaming giant reports. Tom White 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

LikeFolio's Landon Swan highlights a growing disconnect between Netflix's (NFLX) surging stock price and weakening consumer engagement data. While ad‑supported growth and live sports deals support the bull case, LikeFolio data suggests rising competition and price fatigue are pressuring brand loyalty. The focus now turns to whether aggressive ad scaling can sustain growth without undermining the user experience.======== 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

SUMMARY DEL SHOW Futuros levemente en verde porque el mercado compra otra vez la narrativa de paz cerca entre EE. UU. e Irán. El crudo sigue bajo $100 y eso ayuda al risk on, aunque el tape sigue frágil por titulares. Earnings flow sigue pesando. Bancos pintan economía resistente. Hoy vienen $PEP antes de la apertura y $NFLX después del cierre. Macro trae jobless claims y Philly Fed, pero manda guerra versus paz más petróleo. $HIMS sube por comentarios de RFK Jr. sobre mover 12 péptidos fuera de Category 2. Nucleares siguen en rally por SMRs y más catalizadores pro nuclear, incluyendo Wylfa y posible IPO de X Energy.

Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key levels in the index heading into Wednesday's historic milestone. In Kevin's other Charts to Watch, he shows how bulls are making a stand in Exxon Mobil (XOM) and Netflix (NFLX). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential merger with Warner Bros. Discovery (WBD). He discusses how subscription price hikes and the ad‑supported tier are driving revenue growth, while Netflix pushes further into live sports and gaming to compete more directly with Walt Disney (DIS). The focus now turns to guidance and whether these initiatives can support the next leg of growth.======== 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

Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). George Tsilis talks about the avenues Goldman Sachs sees opening for the streaming giant despite losing the bidding war. He then explains why BofA downgraded Carvana (CVNA) and the metrics behind Keybanc's price target hike for Intel (INTC). ======== 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

Some truths are too good to say only once. This week, David re-blasts five timelessly powerful ideas from the past—about identity, investing, serenity, frameworks, and questioning—and brings them together in a fresh 2026 mix. One quietly powerful idea runs underneath: What you do, repeatedly, becomes who you are.Along the way: A single line that might rewire how you think about your own habits (and your portfolio) A Silicon Valley inversion that flips investing on its head Shakespeare, serenely out-investing most of Wall Street Why Warren Buffett shouldn't have bought Amazon—and why that's good news And a modern upgrade to “question everything” for the age we're actually living in Companies mentioned: AMZN, CMG, ISRG, MELI, NFLX, NVDA, SHOP, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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