Podcasts about nvda

NVIDIA just delivered another monster quarter, reinforcing the case that the AI infrastructure boom is far from over. In Episode 195 of The Investor Professor Podcast, we break down NVIDIA's explosive data-center growth, its potential move toward major stock buybacks, and why the company may still look attractive despite becoming one of the most valuable businesses in the world. We also examine Kevin Warsh's message from Jackson Hole, stubborn inflation, rising interest rates, and what a potentially tougher Federal Reserve could mean for housing, the economy, and markets heading into the fall.We also mark six months since the U.S.-Iran conflict began and discuss how higher oil prices, defense spending, AI infrastructure, and political uncertainty could create both risks and opportunities for investors. From NVIDIA and cybersecurity to defense stocks, industrials, healthcare, and dividend-paying companies, we focus on separating short-term noise from long-term opportunity—and why investors should be thinking about the next three years, not the next three weeks.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn't be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone's expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA's most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike's earnings and a mailbag question about local vs. cloud AI. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA's earnings and guidance update - The winners and losers from NVIDIA's earnings - Crowdstrike's earnings - Is Crowdstrike's stock a buy? - Mailbag: Is local AI a hyperscaler problem? Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX, Host: Tyler Crowe Guests: Jon Quast, Matt Frankel 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

If there were any doubts about who's wearing the crown in the AI revolution... Nvidia just delivered another monster quarter. In today's episode, we're breaking down the latest earnings from Nvidia—and these aren't numbers that matter only to NVDA shareholders. Nvidia reported $96.2 BILLION in quarterly revenue, up an incredible 106% from a year ago. Even more impressive, its Data Center business generated $89 billion, up 117% year over year. Think about that for a moment. Nvidia isn't just growing. A company of this size just more than DOUBLED its revenue in one year. So the big question for today's show isn't simply whether Nvidia had a good quarter. It's: Can Nvidia—and the AI boom—keep this going? We'll dive into the numbers and look at what Nvidia's results tell us about the entire artificial-intelligence ecosystem. We'll discuss: Nvidia's latest earnings – What jumped out from the report and where the growth is coming from. Data Center dominance – What $89 billion in quarterly Data Center revenue tells us about global AI infrastructure spending. The AI spending boom – Are Microsoft, Meta, Amazon, Alphabet and other hyperscalers still willing to spend enormous amounts of money building AI infrastructure? Semiconductors – What Nvidia's results could mean for AMD, Broadcom, Micron and the rest of the chip sector. Memory – More AI computing means enormous demand for high-performance memory. Does Nvidia's growth strengthen the case for DRAM and HBM? Energy & infrastructure – All those GPUs have to go somewhere—and they require data centers, electricity, cooling, networking and an enormous infrastructure buildout. Valuation – At some point, even incredible growth can become fully priced in. Has Nvidia reached that point? The broader market – Nvidia has become so large and influential that its results can impact the Nasdaq, S&P 500 and overall investor sentiment. That's what makes this earnings report so important. Nvidia is no longer simply a semiconductor company investors watch four times a year. It's become one of the market's primary gauges of the entire AI investment cycle. Going into today's report, options markets were pricing roughly a 5.4% move in Nvidia shares, representing approximately $280 BILLION in potential market-cap movement in either direction. That's larger than the entire market capitalization of most companies! And with concerns growing recently about massive AI spending, stretched technology valuations and whether companies are generating enough return on their AI investments, Nvidia's results provide an important reality check. If AI is a bubble, somebody forgot to tell Nvidia's customers. But that doesn't mean the risks have disappeared. We'll separate the incredible fundamentals from the stock's valuation and ask the question traders actually care about: Great company... but is it still a great trade? For additional research, check out Nvidia Investor Relations and Nvidia Financial Reports. Listen now:

A tongue twister of a move – Bessent's Big Bond Blunder (say that a few times). Bitcoin moving higher – not for the reasons you think. The shine is off the penny – Investors rethinking their tech bets. This week’s guest – all over SpaceX, Tesla and the latest tech is  – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE (https://thedisciplinedinvestor.com/blog/tdi-strategy/) Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA), (SPCX)

What a week! Crypto surged. Bond yields jumped. Technology stocks got hit. Economic data kept traders guessing. And now Wall Street is preparing for one of the biggest earnings reports of the quarter. In today's Trading Week Wrap Up!, we'll connect the dots between the biggest market-moving stories of the week and, more importantly, discuss what they could mean as we head into a potentially HUGE week for the markets. Let's start with crypto. Bitcoin is on pace for its best week in more than two years, surging more than 20% as improving regulatory sentiment, Washington's increasingly crypto-friendly stance, and changing liquidity expectations breathed life back into the beaten-down digital asset market. Ethereum and many altcoins joined the party as well. So... Is the crypto winter finally ending, or is this just another massive bear-market rally? We'll break it down. Then there's the bond market. Long-term Treasury yields remain elevated, creating another challenge for stocks—particularly high-growth technology and AI companies whose valuations can be extremely sensitive to borrowing costs and interest rates. The 30-year Treasury yield climbed to its highest level since 2007 this week, while semiconductor stocks came under significant pressure. We'll discuss: Crypto's huge rebound – Is Bitcoin signaling a genuine change in trend? Interest rates & bond yields – Why the bond market continues to be one of the biggest risks facing equities. Technology volatility – Is the recent weakness an opportunity, or are investors finally questioning some of those massive AI valuations? Economic data – What this week's numbers tell us about inflation, growth and the direction of Federal Reserve policy. The broader market – Where are we seeing strength, weakness and potential trading opportunities? And then...

Bull markets can be just as dangerous for your portfolio as market crashes! Jason and Jeff share how to navigate all-time highs, avoid FOMO, and manage your big winners. 01:06 Markets At New Highs 02:36 Survive A Bull Market 03:48 Recent Crises To Endure 06:30 What Is A Bull Market 08:47 Sidelines And Opportunity Cost 13:44 Fear Vs FOMO 16:37 AI Wave And Market Pockets 20:40 Trade Desk TAM Reality Check 22:12 Datadog Vs SoFi Trimming 25:47 Portfolio Concentration Mindset 27:33 Trimming Winners Wisely 28:32 Position Size vs Age 30:28 Rebalancing Asset Allocation 32:59 Framework Over Emotion 33:26 Lessons From 2022 36:01 Dry Powder Strategy 38:55 Cash Psychology Differences 44:07 Bull Market Mistakes 47:44 Regret Minimization Framework 49:38 When Everyone Asks Companies mentioned: CRWD, CSCO, DDOG, MSFT, NVDA, SOFI, TTD, ZM 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia (NVDA) is expected to nearly double last year's revenue in next week's earnings. Adam Coons expects investors to focus on ways the Mag 7 giant will continue its explosive growth. "Pay attention to the chip manufacturers" designing the company's new chips as well, says Adam, especially as demand ramps. Joseph DeYonker says Nvidia stock "still looks remarkably cheap" but warns that a sell-off is likely on the earnings reaction. That said, he calls that sell-off a buying opportunity. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an Ohio data center financing deal.======== 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

Nvidia (NVDA) is investing $1.5 billion into SB Energy to help power an OpenAI data center. Micron (MU) shares climb back above $1,000. Berkshire Hathaway (BRK/B) exits its position in Constellation Brands (STZ). Marley Kayden carries investors through the top stories of Monday'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

This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity. ======== 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

Kyle Reidhead offers his insight into Nvidia's (NVDA) $500 billion AI infrastructure funding push that involves six key financial firms. GPUs having a longer life than many expected is something he sees adding value to this push. It's not just Nvidia benefitting, either, with Kyle explaining how hyperscalers and energy companies can see substantial profits. ======== 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 Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:50) Bill Ackman's Netflix Investment (10:00) Private Equity's Role in AI Infrastructure Funding (12:02) Potential Software Take-Private Deals and Valuation Trends (13:55) BBB Foods: A Mexican Retail Growth Story (15:46) Airport Operator Diversification and Growth in Latin America (17:48) Discussion on Banking Sector Earnings and Financial Stability (20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation (28:02) Predictions on Next Potential 'Trade Desk' Stock (31:56) Financial Results of Nu Bank and Growth in Mexico (50:01) Walmart, Costco, and Latin American Retail Opportunities (52:08) Sports Betting, Prediction Markets, and Investment Risks ***************************************************** 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.  ********************************************************************* 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn't satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: Cisco earnings. Strong hardware, weak software Cerebras, making sense of its confusing earnings Can innovations like Cerebras threaten the AI incumbants? Hidden Gems earnings lightning round Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: 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. 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've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms seek to finance $500 billion to AI infrastructure as a way to ease these woes, giving the Mag 7 giant a "kingmaker" role.======== 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

Ali Meli examines the latest CPI report and explains why markets remain skeptical of the Fed's inflation-fighting efforts. He discusses rising yields, the Fed's balance sheet strategy and the outlook for inflation. Meli also breaks down Nvidia's (NVDA) residual value guarantee program and how it could make AI infrastructure more accessible to customers.======== 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

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"Two different stories" are clashing on the crude oil front, says Kevin Hincks, who points to headlines keeping price action unchanged to start the trading day. However, other macro indicators suggest a "favorable" trading environment, noting Nvidia's (NVDA) premarket rally as one that can reenergize Wall Street. Kevin also discusses the Mag 7 company's $500 billion push to back the AI buildout. It comes as Intel (INTC) raises its stock offering to $20 billion from $15 billion. ======== 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

Eric Beiley highlights strong S&P 500 (SPX) earnings, with 85% of companies beating estimates, while warning that inflation remains a key risk for investors. He discusses opportunities in Micron (MU) and Nvidia's (NVDA) growing AI ecosystem, and shares why Chubb (CB) and Parker-Hannifin (PH) are attractive long-term investments.======== 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

ARK Invest's Brett Winton discusses how AI is becoming a powerful macroeconomic force, driving investment in data centers, cloud infrastructure and semiconductors. He highlights opportunities tied to Nvidia (NVDA), AMD Inc. (AMD), robotaxis and AI adoption, projecting trillions of dollars in new demand and economic activity by 2030.======== 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

Matt Tuttle has one eye on yields, noting that if the 10-year hits 5%, Wall Street sentiment can quickly turn bearish. He points to CPI as the key catalyst that he sees moving the needle on yields. It comes as Nvidia (NVDA) leads a $500 billion financing effort for AI infrastructure, something Matt doesn't see as concerning so long as AI demand persists. He also likes gold at current prices. ======== 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

$500 billion. That's how much money Nvidia (NVDA) wants to source in financing through six key asset management firms for the AI infrastructure buildout. Marley Kayden discusses more of the key details known at this time, including Nvidia CEO Jensen Huang's comments addressing his reasoning for making this funding push. Tim Biggam offers an example options trade for the Big Tech stock. ======== 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

Nvidia (NVDA) makes a half-trillion-dollar financing plan for AI infrastructure. On Holding (ONON) sees its worst one-day sell-off on record. Apollo Global Management (APO) takes a stake in one of baseball's biggest teams. Marley Kayden discusses the top stories from Tuesday'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

Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all-time highs, along with reports that Apple (AAPL) will still release its all-glass iPhone. ======== 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

You have to look under the hood of the jobs report to understand weakness concerns, says Ted Thatcher, who argues there were greater job losses shown than what the headline number suggests. He doesn't see those concerns on the earnings front, saying the beats across the board exceeded his already-strong expectations. He expects another strong beat from Nvidia (NVDA) but sees guidance facing a high bar. However, he believes investors focusing more on AI ROI is ultimately positive for markets. ======== 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

In this August 2026 First Fridays live stream, Jason and Jeff break down the latest earnings season chaos, exploring why Lemonade dropped despite hitting its lowest gross loss ratio ever. They analyze Twilio's massive 35% post-earnings pop, debate whether The Trade Desk's open internet thesis is officially broken, and review their 2026 Portfolio Contest standings. Plus, the duo discusses Kinsale Capital's underwriting discipline, speculative quantum computing plays, and potential market black swans.  00:31 Splitting Wood Talk 02:30 Podcast Intro Bits 03:28 Jeff Has Girl Hands 05:02 Show Agenda Setup 05:49 Market Vibes Check 09:36 Hydration Hat Jokes 10:25 Lemonade Earnings Breakdown 16:31 Twilio Pops Off 20:40 Juiced Earnings Debate 25:13 Short Interest Downturn Risks 26:47 Leverage Crash Scenarios 27:40 Rate Hikes and Inflation 29:33 Hair Dye Poll Break 32:34 Portfolio Contest Update 37:52 Trade Desk Postmortem 44:45 Surprising Contest Winners 47:19 Kinsale Insurance Debate 51:04 Quantum Computing Bets 54:44 Options Put Selling Rules 55:52 Poll Results and Sign Off Companies mentioned: AFG, ALL, AMZN, APH, BRK.B, CRWD, DAVA, DDOG, GOOGL, IBM, IONQ, KNSL, LEN, LMND, MELI, MRNA, NOW, NVDA, PGR, PYPL, SOUN, TREX, TTD, TWLO, UPST 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 358! JC is in the host chair with Salvis running the boards, joined by Rita, Preston, Donald, Nora, Veronica, and a bus-riding drop-in from Phil. Stacey is away this week, and the crew opens their hearts for her: Phil asks everyone to keep Stacey James and her family in their prayers as wildfires burn near Spokane, Washington.The retro gold of the night: JC discovers that a developer has ported the legendary DECtalk synthesizer to iOS as a standalone app (GitHub download, Android port too) and plays a live demo. Perfect Paul lives again on a modern iPhone, along with Beautiful Betty, Huge Harry, Frail Frank, Dr. Dennis, Kit the Kid, Uppity Ursula, Rough Rita, and Whispering Wendy. Preston flashes back to Perfect Paul reading the weather radio on his first Sony Walkman. Pure nostalgia for every longtime screen-reader user.Donald unveils Extreme eBook Builder Professional 3.0, his new Windows program for building e-books in Kindle, EPUB, and even standalone EXE formats from any text, Word, RTF, or HTML source. Fully menu-driven and screen-reader friendly with NVDA and JAWS, no mouse required. Retail price $297.KSRN keeps expanding: Preston reports the Crazy Stacey Radio Network got approved on the Audacy app and website just 24 hours before taping, plus new listings on Simple Radio, the radio-browser.info public directory, and MyTunerRadio. He is also registering for the NFB of Pennsylvania state convention in Hershey.In the accessible app corner, JC covers Earshot, a new podcast player app making waves in the blind community, and shares his experience testing Lumen, a voice-driven email app for visually impaired users. Plus the roadmap tease: iOS 27 lands in September, and JC plans a full demo of iOS 27 and the new Siri AI on a future episode. And Suno AI keeps surprising: on this week's NFB Access On podcast, Jonathan Mosen used Suno to build a song about the NFB 2026 convention, and JC shouts out his friend Andrea, who is releasing her own Suno-made songs on Apple Music.Music moments: JC plays a stereo recording from the end of the praise party at his Delight monthly meeting, and Nora's karaoke rendition of "Put on a Happy Face" gets new life with an instrumental track added by a friend she fondly calls "the guru." JC teases a possible duet with Gabby and Jaden next week.Rita shares a belated birthday visit from her cousin, who shares her June 2 birthday and spent his working in Florence. He visited with his wife bearing roses, balloons, and Rita's beloved Nutty Bars. Donald talks tilapia on Dave's Killer Bread with hot sauce, plus a Chili's run for ribs and white cheddar mac and cheese.Echo Grace updates: JC's mom officially became a church member last weekend. New Spanish-team additions Angela Martel, Gabby E., and John Santiago, who now directs the Spanish team. The June Night of Worship recording is up on the Echo Grace YouTube page, honoring Pastor Andrew, who has moved to Florida. The "You Ask For It" sermon series continues, with all messages available as a podcast. Preston also tells the story of the fair: a new country artist named Greyland James, a canceled grandstand headliner, refunded tickets, and a free-stage rescue show of live local country.George is off this week, but Preston refuses to let the tradition die: "Doodles spilled the milk!" - and Donald makes sure George can't have any.Keep technology alive, let your talent shine.Recorded 2026-08-05. Hosted by JC with Salvis on the boards, on the VisionCast Network.

We cover the sharp market turnaround to the upside, especially in tech stocks.  Will it last?We tell you about the best performing market sectors over the past month. We also get great market insights from CIO and fund manager of the Frank Value Mutual Fund, Brian Frank.

With Nvidia (NVDA) rallying 10% this week, John Belton of Gabelli Funds expects another strong quarter as continued hyperscaler CapEx spending supports demand, with Elon Musk saying SpaceX (SPCX) plans to exclusively use Nvidia chips. Belton also says AMD (AMD) is clearly benefiting from agentic AI demand and sees its upcoming product launches as an opportunity to take share from Nvidia's GPU business.

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/TUCbD5KovlcPrepare for Monday‼️ HUGE moves could be setting up in Palantir, NVIDIA, Amazon, Microsoft, Apple, AMD, and Intel.In this OVTLYR OVTLOOK, Chris breaks down the biggest stock-market setups heading into the week—and the signals that could tell us which names are ready to move first.Watch for:• The key levels in PLTR, NVDA, AMZN, MSFT, AAPL, AMD, and INTC• Where money may be rotating next• Which AI and mega-cap stocks have real momentum• What market breadth is signaling before Monday's open• The confirmation levels to watch before taking actionThe goal isn't to chase headlines—it's to spot opportunity before the crowd sees it.Get 14 days of OVTLYR free: https://www.ovtlyr.comNot financial advice. Trading involves risk.#PLTR #NVDA #AMZN #MSFT #AAPL #AMD #INTC #StockMarket #StocksToWatch #InvestingHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan

Guide dog journeys, hospital mishaps, and tech talk collide in this engaging Double Tap episode with Steven Scott and Shaun Preece. Discover real-world stories of guide dog navigation, service animal refusals, and the latest assistive tech updates for blind users. Steven Scott recounts an unforgettable week of firsts with his guide dog, Koko—from a taxi refusal to an extraordinary hospital experience where his guide dog seemingly navigated an unfamiliar building flawlessly. The conversation explores unexpected challenges with public perceptions, a nurse refusing treatment due to fear of dogs, and reflections on professionalism in public spaces. Shaun and Steven then dive into accessibility technology, including the new HumanWare BrailleNote Evolve, NVDA and JAWS learning resources, and the importance of unified portals for accessible books. They also touch on blind pride, community perspectives, and the quirks of living with a guide dog in everyday environments, blending humour, insight, and practical advice. Relevant Links NV Access: https://www.nvaccess.org Vispero JAWS Training: https://www.freedomscientific.com/training HumanWare BrailleNote Evolve: https://www.humanware.com/en-usa/braillenote-evolve-qwerty-waiting-list/ ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.

Matt Maley highlights Airbnb's (ABNB) strong earnings and guidance as evidence of healthy consumer spending and travel demand. He also points to weakness in MU, AVGO, TXN, INTC and TSM, plus mixed performance from AMZN, MSFT, META and AAPL, as potential warning signs for the broader 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

Jeffrey Small discusses the macroeconomic outlook ahead of the jobs report, arguing that strong AI spending is being overshadowed by stretched valuations and higher rates. He highlights opportunities in long-term capital spending trends and cash-generating financials, pointing to Nvidia (NVDA), GE Aerospace (GE) and JPMorgan Chase (JPM) as names positioned to benefit.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.

In this recurring segment, Jason and Jeff let an AI randomly select six stocks from their personal portfolios for a rapid-fire review. The hosts deliver a one-sentence thesis, a bear case, and a final "buy or pass" verdict for Arista Networks, Ferrari, Rocket Lab, Alphabet, Mercado Libre, and Starbucks. They debate the risks of AI slowing down for Arista and Alphabet, weigh Ferrari's massive operating margins against its valuation, explore Rocket Lab's upcoming Neutron launch, and discuss whether Starbucks can reclaim its former glory. 01:25 Rules and Stock Randomizer Setup 03:20 Who Goes First AI Coin Flip 04:49 Arista Networks 05:37 Arista Risks Valuation and Space Bet 12:49 Jason Weighs In on Arista 15:00 Ferrari Thesis and Bear Case 22:30 Rocket Lab Thesis and Risks 03:24 Rocket Lab Bull Bear 32:30 Alphabet Thesis Risks 36:38 Alphabet Valuation Debate 38:51 MercadoLibre Credit Risk 45:03 Starbucks Thesis Turnaround 54:49 Wrap Up Listener Call Companies mentioned: AAPL, ANET, CMG, COST, CSCO, F, GM, GOOG, GOOGL, HOG, KO, MELI, NKE, NU, NVDA, RACE, RKLB, SBUX, SE, UAA, VZ 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM 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.

We review some of 2026's top growth ideas, top income ideas and a wild new price target on SpaceX shares.  We also cover the top performing sectors year-to-date in the S&P 500 and list the best corresponding ETFs from each sector.

Discover how ChromeVox on Chromebooks is transforming accessible computing for blind users. With insights from Charmaine Cole of the Accessible Learning Lounge, Steven Scott and Shaun Preece explore whether Chromebooks can truly replace traditional PCs or Macs for everyday tasks. In this episode of Double Tap, Steven and Shaun dive into the world of Chromebooks and Google's built-in screen reader, ChromeVox. They're joined by Charmaine Cole, who has recently expanded her Accessible Learning Lounge courses to include training for ChromeVox, NVDA, and VoiceOver. Together, they discuss how Chromebooks perform for blind users, the surprising accessibility improvements in ChromeVox, and how these affordable devices could meet daily computing needs like email, Google Docs, and cloud work. Charmaine shares her journey of learning ChromeVox, the benefits of free screen reader tools, and the accessibility challenges still present in areas like Braille support and missing place markers. The conversation also touches on inconsistent hotel accessibility, the rising cost of tech, and why Chromebooks might be the budget-friendly solution for many users. Like what you hear? Share your thoughts in the comments, subscribe for more accessible tech discussions, and check out Charmaine Cole's courses for 10% off with code doubletap. Relevant Links Accessible Learning Lounge: https://accessiblelearning.gumroad.com ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedinSubscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheartAbout Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft's earnings while hating Meta's, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Meta and Microsoft's earnings reports. - The best MAg 7 stock to buy now -Hidden Gems earning highlights -Maibag: Buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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

In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at Celestica’s monster quarter, SK Hynix’s booming demand from AI memory, and Corning’s sharp selloff despite strong growth in its optical communications segment. From there, we discuss CN Rail and TFI International, two transportation names showing signs of improvement, before wrapping up with Coca-Cola and why it appears to be holding up better than Pepsi in a tougher consumer environment. Tickers discussed: GOOG, GOOGL, CLS.TO, SKM, CNR.TO, CP.TO, GLW, TFII.TO, KO, PEP, NVDA, AMD, AVGO, MU, META Subscribe to 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.

Jason Brown walks through today's Big 3 stocks, Nvidia (NVDA), Home Depot (HD), and CSX (CSX) and offers example options trades for each setup. He discusses growing competition for Nvidia, the headwinds facing Home Depot, and why CSX stands out as a reasonably-priced stock in the S&P 500 (SPX). Charles Schwab's Kevin Horner analyzes the technical charts to highlight key levels and market trends.======== 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 Rule Breaker Investing enters its twelfth year, it is fitting to hand the microphone back to the people who have helped shape it from the very beginning: our listeners.This month's Mailbag spans investing, artificial intelligence, financial freedom, World Cup soccer, custodial Roth IRAs, Rule Breaker stock selection… and even a soundtrack for Foolish living?! Along the way are a heartbreaking story, practical questions, imaginative ideas, and reminders that the best investing community doesn't simply exchange stock tips—we help all of us become smarter, happier, richer. And perhaps a little wiser, too.Host: David GardnerProducer: Bart Shannon Companies Mentioned: AMZN, AXON, ISRG, MELI, NVDA, PLTR, RKLB, SERV, SHOP, TEM Learn more about your ad choices. Visit megaphone.fm/adchoices

In this July 2026 Mailbag, Jason and Jeff tackle listener questions on when logic should yield to emotion in debt payoff decisions, how to accurately benchmark dollar-cost-averaged portfolios, and which modern stocks fit David Gardner's "Rule Breaker" framework. Plus, they explore AI's real-world robotics data bottleneck and evaluate Southern California industrial REIT Rexford Industrial (REXR). 01:05 Ratings And Mailbag 02:17 Soccer Clip Goes Viral 05:34 Incentives And Ragebait 07:09 AI Disruption Debate 17:46 Rule Breakers Picks 22:53 Whose Picks Are Winning 23:27 Feelings Versus Logic 25:09 Regret Minimization Framework 28:17 HELOC Tradeoffs And Two-Way Doors 31:20 Money Talks With Partners 33:13 Build The Investor Muscle 35:08 Eyes Wide Open Decisions 36:15 Consider A Fiduciary Advisor 38:59 Benchmarking Weekly Deposits 44:34 How To Track Performance 46:30 Rexford Industrial Outlook Companies mentioned: AAPL, CRWD, DDOG, F, GM, GOOG, GOOGL, MELI, META, NVDA, PLD, QXO, REXR 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios and argues there's lots of opportunity for AMD to eat into Nvidia's market share. ======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Plus: Apple approaches $5 trillion market cap. And AstraZeneca says it's on track to hit its revenue target for 2030. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need. CHECK OUT BRIAN’S LATEST BOOK “I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “  Follow @alphatrends Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MU), (AAPL), IWM), (NVDA), (SPCX)

In this episode of the Friday Macro Show, we look at why Google sold off after earnings despite strong headline numbers, and what rising AI infrastructure spending could mean for the broader market. We also discuss Canada’s latest inflation and retail sales data, why consumers may be reacting to higher prices through demand destruction, and how rising bond yields are affecting mortgages and housing. From there, we dig into Bridgemarq’s dividend cut, the changing economics of real estate brokerages, the “Great House Transfer” problem as boomers struggle to sell, and why the next wave of AI IPOs could face a much tougher market than expected. Tickers discussed: GOOGL, GOOG, BRE.TO, TOU.TO, NVDA, META, AMZN 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.

The Hide My Email failure is real but nowhere near as significant as it's being portrayed, plus Apple is raising so many prices yet looking at ways to make that palatable, plus Foxconn has begun its annual recruitment drive as it begins producing millions of new iPhones, all on the AppleInsider Podcast.Contact your hosts:@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailWes on BlueskyWes Hilliard on emailWes's blog HillitechSponsored by:MasterClass: Get 15% off annual memberships at MasterClass.comLinks from the Show:Seven years after Apple Card, Samsung leaps into fintech with its own credit cardHide My Email class action lawsuit seeks payout without evidence of any attacksIt's easy to find a real email address behind Hide My Email, but it doesn't really matterHide My Email flaw still worked two weeks after Apple's claimed fixA fake Hide My Email header can expose the address behind your Apple Account -- a different thingApple Music gets first U.S. price hike in four yearsIs Apple One worth it in summer 2026?AAPL capitalization squeaks past NVDA, Apple becomes world's most valuable companyApple's iPhone Upgrade Program was great while it lastedApple Upgrades will let users lease iPhones and Macs with KlarnaIt has begun: Foxconn amassing army of workers for iPhone 18 Pro assemblyUpgraded Mac Mini, Mac Studio, OLED iMac readied, release date hazyApple preps MacBook Pro, MacBook Neo refresh in bigger AI pushApple's $634M payment to Masimo now set in stone after Judge tosses appealCaleb Hammer on YouTubeSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (02:49) - HIde My Email (16:07) - Apple Services and price rises (25:56) - Apple Upgrade (42:09) - Masimo ★ Support this podcast on Patreon ★

Three stocks or one hundred? Which are you? Plus 3 stocks with low PEG ratios. (0:20) - How Big Should Your Portfolio Really Be? (4:00) - Diversifying Your Investments Depending On Your Portfolio (12:45) - Finding Strong Investments For Your Watchlist Right Now (32:30) - Episode Roundup: HRMY, NVDA, VLO Podcast@zacks.com

In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling. We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical and Netflix, two high-quality businesses that sold off after earnings for very different reasons. We also discuss Cogeco’s latest results, the challenges facing legacy telecom companies, and wrap up with a cautionary discussion about a viral TFSA strategy that may be riskier than it looks. Tickers discussed: TSM, NVDA, AAPL, AMD, AVGO, INTC, ISRG, NFLX, CGO.TO, BCE.TO, RCI.B.TO, T.TO, QBR.B.TO Subscribe to 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.