Podcasts about nvda

Futures took a breather Tuesday morning following Monday's rally on expectations the U.S. and Iran are marching toward a peace deal. Tom White poses the question: "how much of this is priced in?" In equities, Tom points out Micron's (MU) potential to open at new record highs, SpaceX (SPCX) rallying once again as it aims to buy Cursor, and Nvidia's (NVDA) sluggish price action. ======== 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

News over the weekend that the U.S. and Iran have reached a peace agreement make Kevin Warsh's job "a lot easier" on moving interest rates, says Ted Thacther. He explains how the deal eases inflation fears as stocks move higher into the start of Monday's trading session. Ted also likes Nvidia (NVDA) as forward P/E hovers near a 10-year low. Microsoft (MSFT) is another Mag 7 name he sees having substantial upside after getting beaten down in the SaaS-pocalypse. ======== 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

Did the SpaceX IPO live up to the hype? We're breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, 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 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

Marcin Popielarski Pokazuje, jak korzystać z emulatora Visual Boy Advance z NVDA i skryptem Pokemon Access. Omawia konfigurację Lua Script, uruchamianie Pokémon Emerald, zapisy gry, kody GameShark, podstawy świata Pokemonów, obsługę menu, walki, łapanie Pokemonów, Pokedex oraz ograniczenia i możliwości dostępnych gier z pierwszych generacji. Audycja dostępna jest również w wygenerowanej automatycznie wersji tekstowej

We wrap up information on the big SpaceX IPO and review some top semiconductor stocks that may still be undervalued even after the recent big run up in semiconductor stock prices.

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SpaceX (SPCX) closed out the week with a $2 trillion IPO at the Nasdaq, but it wasn't the only stock that moved markets today. Marley Kayden and Sam Vadas talk about the historic public trading debut, along with Mag 7 headlines in Nvidia (NVDA) and Meta Platforms (META). ======== 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 en verde con el mercado comprando más esperanza de acuerdo entre EE. UU. e Irán. La posible reapertura de Ormuz y alivio de sanciones petroleras presionan el crudo a la baja y reducen parte del miedo inflacionario. $SPCX fija su IPO en $135 por acción, levanta cerca de $75 Billones y alcanza una valoración cercana a $1.77 Trillones, convirtiéndose en una prueba clave para mega IPOs de tecnología, espacio e inteligencia artificial. $NVDA estaría ofreciendo CPUs Vera a clientes en China. $SHEL firma acuerdos con Venezuela para proyectos de gas y petróleo. $NVS avanza con datos positivos en una terapia RNA para una enfermedad neuromuscular rara.

✔️ Good timing, compounds.✔️ Descending broadening wedge breakout and retest✔️ Tracking the NVDA vs BTC fractal✔️ Bitcoin Gaussian Channel Turning Green✔️ Bitcoin Cycle Compass ✔️ I'm not betting against a chart like this.✔️ The recurring 2013, 2017 & 2021 pattern signals a $300K BTC pump✔️ The harsher the Bitcoin drawdown, the stronger the pump.✔️ This big move is still on the table✔️ Bullish divergence with higher highs and higher lows.✔️ We're already 35 weeks into this bear market.✔️ Jack Mallers from the audience asks Michael Saylor to clarify his real definition of mNAV.✔️ Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.✔️ Sources:► https://x.com/maxpain_crypto/status/2064669806360502326► https://x.com/superbitcoinbro/status/2064743754041618780► https://x.com/superbitcoinbro/status/2064430005954941303► https://x.com/washigorira/status/2064775019440623743► https://x.com/washigorira/status/2064710606389903560► https://x.com/killaxbt/status/2064801402048684240► https://x.com/trendingbitcoin/status/2064589124959379850► https://x.com/bitcoinnewscom/status/2064677294870765589► https://x.com/assetsnorris/status/2064710927283556689► https://x.com/caffesatoshi/status/2064624456106914046► https://x.com/cryptojellenl/status/2064636026925072664► https://x.com/bitcoinnewscom/status/2064749611227459608► https://x.com/bitcoinnewscom/status/2064808723747348731► https://x.com/BitcoinNewsCom/status/2064758322125770885► https://x.com/hrdktwt/status/2064675373955342622► stonkrider.com► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed:TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ 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.

Patryk Chojnacki i Robert rosiejka Testują MacBooka Neo i sprawdzają, czy najtańszy laptop Apple ma sens dla użytkowników VoiceOvera. Omawiają wygląd urządzenia, kulturę jego pracy, wydajność macOS-a, działanie Parallelsa, Windowsa na ARM i NVDA oraz opłacalność w porównaniu z MacBookiem Air M4. Audycja dostępna jest również w wygenerowanej automatycznie wersji tekstowej

Jessica Inskip walks us through today's Big 3 all focused on Big Tech. She turns to Apple (AAPL) with a bullish thesis, highlighting the company use of data and AI as a key growth driver. Jessica points to Oracle (ORCL) for its high implied volatility and earnings Wednesday as a trading opportunity, while noting Nvidia's (NVDA) expanding AI ecosystem as a sign the tech trade is not slowing down. Rick Ducat walks us through the key technicals in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

DDN CEO Alex Bouzari discusses the need to maximize return on investment in AI, calling it “ROI maxxing.” He explains how DDN's partnership with Nvidia (NVDA) helps optimize GPU usage, reduce idle infrastructure, and improve enterprise returns. Bouzari emphasizes efficiency as the key to sustainable AI investment.======== 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) announces a new multi-year agreement with South Korea to build out next-generation AI infrastructure. Intel (INTC) draws interest from major players, while Amazon (AMZN) unveils a $10 billion 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

Futures show signs of life into Monday's opening bell after steep selling action on Friday. Jenny Horne says it signals a shift in focus of AI beneficiaries as breadth remains narrow. She touches on geopolitical movers in Iran and its state media saying it will end military operations against Israel. In equities, Nvidia (NVDA) is creating headlines again after announcing partnerships with several South Korean tech firms, including SK Hynix. Cerebras (CBRS) also gets several bullish notes from analysts. ======== 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

Paul Schatz examines the unusual dynamic where good economic news can pressure stocks, while geopolitical events have limited impact on his strategy. He contrasts today's rally with the dot-com era, emphasizing the importance of market breadth beyond tech even as Nvidia (NVDA) leads momentum Monday.======== 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

Compressed volatility and a re-energized AI trade showed strength in a month that typically exudes weakness, says Charles Schwab's Joe Mazzola, who breaks down the latest STAX report. He points to an uptick in call buying activity as a clear signal of that optimism but warns it also leads to violent pullbacks, seen in last Friday's sell-off. Joe adds that AI chips led momentum with three of the top stock buys being Nvidia (NVDA), Micron (MU), and Intel (INTC). ======== 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

Marley Kayden discusses rising oil prices as tensions between Israel and Iran escalate. Sam Vadas highlights Nvidia's (NVDA) growing ties with South Korea, aimed at securing memory supply and expanding data center capacity.======== 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

Four stories today — starting with the controversydominating Chinese automotive social media right now.Li Auto posted a chassis comparison video on theirofficial platform comparing the Li L9 Livis to theNIO ES9. The video was designed to make the ES9 lookinferior. NIO's VP of Branding Ma Lin went public onWeibo and challenged the video's authenticity — statingthat what it showed was physically impossible given theES9's suspension specifications. Li Auto deleted thevideo without responding. This is not the first time.The pattern is a company under sales pressure reachingfor competitive tactics that keep backfiring. Li Auto'syear-over-year sales have been falling for most of thepast 12 months. A company that is winning doesn't needto manufacture evidence against a competitor.NIO president Qin Lihong confirmed the All-New ES8 willcomplete its 120,000th delivery in June. At the same timethe ES9 hits its 10,000th delivery — in its very firstfull month of production. Two milestones. Same month.The barbell is working. NIO June total deliveries areexpected to top 40,000 units.My Discord raised the honest bear case questions thisweek. NIO is running on a few demand engines. If thoseslow down without new ones behind them Q3 and Q4 getscomplicated. The R&D restructuring concern — subsidiariesabsorbing innovation spend off the consolidated books —is a real question. Is profitability being achieved byweakening the long-term innovation engine? I don't wantthat trade. NIO's approach is more conservative thanXpeng's physical AI moonshot. Conservative can be right.Conservative can also mean getting outflanked. The juryis still out and these questions deserve honest answers.NIO fell 5.8% on the week because the May jobs reportdoubled consensus at 172,000 added. The 10-year yieldspiked to 4.54%. "Good news is bad news" — strong jobsmeans the Fed doesn't cut. Kevin Warsh walks into a ratehike environment nobody expected. This is a macro storynot a NIO thesis story. Watch oil. Watch the Iran deal.That's your real signal.

We have big, updated news on this week's SpaceX IPO.  We also review some brand-new Photonic ETFs, and we take a look at some blue-chip bargains trading on Wall Street right now.  We also share with you Nvidia's Corporate Portfolio Stock Holdings, including one that comprises more than half of all of their entire portfolio.

David Wagner says the tech rally still has room to run despite recent dips. He favors buying mega-cap names like Amazon (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Broadcom (AVGO), citing attractive valuations and strong liquidity. He dismisses correction fears, pointing to ongoing market support.======== 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 market is obviously in a "buy the dip" run right now. But we are seeing lower highs and it's starting to turn. I still think there are quality names at discounts like $CIEN and even $AVGO. Have your watch lists ready and a strategy to get in to stocks you've wanted to buy. ⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠

SUMMARY DEL SHOW Futuros a la baja antes del reporte de empleo. El $US100 lidera las caídas, el $SPX retrocede moderado y el $INDU aguanta mejor. El dato puede cambiar el pricing de la Fed. $CRWD cae tras earnings. El trimestre fue sólido, pero el mercado quería más impacto inmediato del auge de amenazas AI. La compañía defiende la guía y empuja el caso de crecimiento en seguridad para AI. $NVDA certifica a $SSNLF, $HXSCL y $MU como proveedores HBM4 para Vera Rubin. $PTON compra Skōp para acelerar su empuje en fuerza y Pilates.

It seems like no matter the size of a company, it is possible we'll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it's all about the expectations game. Today's move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Broadcom's good earnings - Playing the expectations game in a volatile market. - Stocks doing well in downtrodden industries - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs? Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR 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

Dave Nicholson and Angelo Zino break down Broadcom's (AVGO) pullback after earnings. Angelo says the expectations going in were high, but overall the numbers were good. Dave discusses the state of the AI chip trade and says companies in the semiconductor space are being compared to Nvidia's (NVDA) success, leaving Broadcom at a disadvantage. ======== 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

CIO of Sparkline Capital's Kai Wu questions the sustainability of the AI boom, warning that heavy spending may not deliver strong returns. He sees a potential shift from infrastructure names like Nvidia (NVDA) and Micron (MU) to the application layer, while highlighting opportunities in underowned international stocks.======== 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

Discover the latest innovations in assistive tech with Matt Ater from Vispero, including updates from Sight City Frankfurt, the new NVDA built-in magnifier, and the latest JAWS, ZoomText, and Focus Braille display developments. Learn how these changes impact blind and low vision users. Steven Scott and Shaun Preece are joined by Matt Ater from Vispero to dive into the highlights of Sight City in Frankfurt, one of the leading events for assistive technology. They discuss exciting updates for blind and low vision users, including the surprise launch of a new Focus Braille display and the latest enhancements to JAWS and ZoomText. The episode also explores NVDA's beta release featuring a built-in magnifier, sparking conversations in the community about its role as a bridge tool for users transitioning from magnification to screen readers. The hosts share insights on why this update could be a game-changer for accessibility and user adoption. Finally, they spotlight a new Orbit Writer firmware update, enabling quick navigation for VoiceOver users, and explain how these advancements support everyday productivity for users with sight loss. ----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.

Four stories today — all connected to the biggest monthin NIO's history.NIO has burned approximately 100 billion yuan — $14.6billion — over 8 years since William Li founded the companyin 2014. June is the verdict month. NIO delivered 67,061vehicles in April and May combined. To hit Q2 guidance of110,000-115,000 vehicles it needs 42,939 to 47,939 in Junealone. The ES9 is in its first full production month withover 50,000 pre-orders. Onvo L60 deliveries begin June 11.Gen 5 swap stations arrive mid to late June. NIO's shortinterest just hit a 32-month low — the bears are leaving.The setup has never been better.A major Chinese analysis this week asks why Chinese carsare getting bigger. The answer: margin pressure is forcingevery automaker upmarket into flagship territory whereprofits still exist. But the article makes a critical point —most brands launching flagships above 400,000 yuan arebystanders. Only brands with years of authentic premiuminvestment can actually convert those buyers. NIO has spent8 years building that identity. Most competitors have not.Lotus — the iconic British sports car brand owned by Geely —just walked back 8 years of all-electric commitment andis reintroducing hybrid powertrains. Pure EV was correctas a direction. But for a performance brand whose customerstrack their cars, range anxiety and charging limitationsmade the all-electric bet commercially unworkable. TheChinese internet put it perfectly: "Going fully electricwas correct. Retreating from fully electric is rational."NIO's battery swap network was built specifically to solvethe problem that just forced Lotus to retreat.Trump confirmed in a Wednesday interview that Iran hasalready agreed not to pursue nuclear weapons — and thatthe Strait of Hormuz could reopen as soon as this month.That triggers a sequence: oil drops, inflation falls,rate cut expectations return, growth stocks re-rate upward.Watch oil tonight. Watch Treasury yields. June could behistoric for your portfolio in more ways than one.

Four stories today — starting with the luxury carconversation that connects directly to your NIO thesis.Rolls-Royce unveiled the new Spectre electric car andthe Chinese internet destroyed it immediately — tooconservative, no technology story, just an expensivecar with a plug. A Chinese financial analysis summed itup: domestic luxury brands still have a lot to learnabout what luxury means in 2026. Ferrari got the sametreatment with the Luce last week but the follow-upanalysis argues Ferrari prepared for it and doesn't care— their target is the tech nouveau riche globally,not Chinese internet approval.Here's the nuance everyone is missing. The NIO buyeris neither of these people. Ferrari and Rolls-Roycebuyers have exorbitant disposable income — these aretoys, discretionary purchases alongside yachts andprivate jets. The NIO ES9 buyer at 498,000 yuan is awealthy professional making a serious primary vehicledecision. That market is enormous. Ferrari's isdeliberately tiny. Western luxury brands strugglingto connect with Chinese consumers is a gift to NIO —which has spent 8 years studying exactly what theChinese affluent professional buyer wants.Bloomberg published "How the Iran War Is BoostingClean Energy in Asia and Europe" today — the samethesis this channel has been making since February.The energy price shock from Hormuz is acceleratingEV adoption globally. Chinese companies supply thealternatives. NIO exports are already reflecting it.Broadcom reported earnings and missed — stock plungeddouble digits. CrowdStrike also dropped sharply. TheNasdaq fell 0.76% while the Dow gained over 1% asinvestors rotated out of chip stocks. First realcrack in the AI chip trade. Speed bump not collapse —the underlying AI infrastructure spending is realand continues regardless of any single earnings miss.The House passed a war powers resolution limitingTrump on Iran — he called it meaningless. Israel andLebanon agreed to a ceasefire today — oil and yieldsslipped. The direction is toward resolution. Jobsreport Friday morning sets the tone for June.

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Vance Howard, CEO of Howard Capital Management, attributes the market's recent rally to sideline cash and FOMO. He recommends buying pullbacks in the Mag 7, especially in Nvidia (NVDA). Vance also points to Rocket Lab (RKLB), Interactive Brokers (IBKR), and the iShares Expanded Tech-Software Sector ETF (IGV) as candidates that can see further upside moves. He remains firmly bullish on the S&P 500 (SPX), targeting 8,000 this year and 20,000 within a decade.======== 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

Markets took a step back in premarket trading Tuesday, something Kevin Green has his eyes on beyond the opening bell. However, tech names continue to catch a bid in a Wall Street rally that gets narrower. HP Enterprise (HPE) shares popped after earnings came in much stronger than anticipated, as did Marvell (MRVL) thanks to a nod from Nvidia (NVDA) CEO Jensen Huang. KG notes one Big Tech firm pulling back in Alphabet (GOOGL).======== 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 Mercado en modo cautela tras máximos históricos. Irán sigue nublando el tape, mientras hoy manda JOLTS y los yields aflojan un poco. $HPE se dispara por resultados récord y demanda fuerte en data centers AI. $MRVL vuela por el respaldo público de $NVDA en Computex. $INTC intenta relanzar su narrativa de infraestructura AI. $HIMS cierra Eucalyptus y acelera expansión internacional.

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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.

Nvidia (NVDA) shares grew after announcing the company's new AI superchip and partnership with Microsoft (MSFT). Micron's (MU) rally continued as AI memory demand stays in focus. MGM Resorts (MGM) gets a buyer from private markets. Marley Kayden carries investors through the biggest stock stories of the 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

It's still all about tech, says Kevin Green when turning to the stock market's action. He talks about Nvidia's (NVDA) planned AI infrastructure expansion and RTX Spark causing shares to rally ahead of Monday's opening bell. However, KG points to hedging activity ramping up as technical indicators highlight an overbought market. He also talks about comments Fed governor Jerome Powell made over the weekend regarding the FOMC's independence. ======== 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 ligeramente al alza para abrir junio, con tech sosteniendo el tono, pero con el crudo todavía elevado y el conflicto EE. UU. Irán manteniendo al mercado sensible. Hoy el foco es ISM Manufacturero y, sobre todo, precios pagados. $NVDA amplía su ofensiva fuera del data center con el RTX Spark y el procesador N1X junto a $MSFT y arquitectura $ARM. También refuerza su hoja de ruta de agentic y physical AI con Vera Rubin y herramientas para agentes. $BRK.B acuerda comprar $TMHC en cash por $8.5 Billones y $FDX completa el spin de FedEx Freight, que empieza a cotizar como $FDXF.

Welcome to the final pre-summer episode of the recurring podcast "Trading Tips with Jim", where market predictions and investment strategies are shared. In Episode 23, we unpack the macroeconomic forces signaling a major shift from inflation to a potential period of heavy deflation. With AI driving unprecedented business efficiency and oil prices poised for a potential steep drop to $40, the global market is bracing for a dramatic change.In this episode, I walk you through my recent portfolio rebalancing. We discuss why I am taking profits on tech giants like NVIDIA and Tesla, and rotating into undervalued consumer stocks like Dollar General and American Airlines. We also look at the geopolitical factors pushing the US Dollar higher against the Euro, and what this means for European GDP and global markets moving forward.Finally, we will review my recent struggles with Bitcoin trend changes, and check in on the $1,000 challenge launched in 2024 where personal stock purchases are tracked publicly.Key Highlights:The Macro Outlook: The transition from a super-inflationary period to potential deflation.Tech & AI: The impact of AI efficiency on market valuations and why I exited NVDA and TSLA.The Consumer Shift: My three-step buying strategy behind DG, AAL, Starbucks, and Chipotle.Global Economy: The strengthening US Dollar versus European political and economic stagnation.Crypto Reality Check: Navigating Bitcoin's recent drop to $73,000.Portfolio Tracking: An update on the public $1,000 challenge tracking personal stock purchases.Disclaimer: As the Founder and CEO of the financial analysis platform Stockinvest.us, I remind all listeners that trading involves a high risk of losing money. Please speak with a financial advisor before buying or selling any securities. Do not base your investment decisions solely on this podcast.Investing, Stock Market, Trading Tips with Jim, Deflation, AI Stocks, NVIDIA, Tesla, Bitcoin, Oil Prices, Market Correction, Consumer Stocks, Stockinvest.us, Personal Finance, Trading Strategies, Business News

In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP 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.

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:    • OVTLYR: Your Trading Intelligence Platform  Before Monday's 9:30am open, several major stocks are setting up for potentially important moves.In this video, we break down the key setups, signals, and market context around ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, and HOOD. We'll look at where momentum is building, where risk may be rising, and which names could be worth watching as the new trading week begins.This is not about guessing. It's about using data, trend, and OVTLYR signals to identify where opportunity and danger may be showing up before the market reacts.Stocks covered:ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, HOODTry OVTLYR and start trading with smarter signals:https://ovtlyr.comDisclaimer: This video is for educational and informational purposes only. It is not financial advice. Always do your own research and manage your risk.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/...2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/...NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We look at the company’s major segments, including Starlink, launch services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype. We also cover Nvidia’s latest blockbuster earnings, the continued strength in AI infrastructure demand, and why the stock’s muted reaction says a lot about how much growth is already priced in. From there, we turn to Walmart, Lowe’s, and Home Depot to see what they are saying about the consumer, higher fuel costs, and the pressure still hitting DIY and housing-related spending. Finally, we discuss the start of Canadian bank earnings season with Scotiabank, including its improving return on equity, lower provisions, and why Canadian banks continue to show resilience despite concerns around the broader economy. Tickers of stocks discussed: NVDA, WMT, LOW, HD, BNS.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.

Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Salesforce (CRM) remains more cautious, with active managers pressed to separate true AI winners from laggards.======== 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

I sat down with Tony Gabehart to discuss NVDA Coach, a free interactive training add-on for the NVDA screen reader. Designed for both beginners and experienced users, NVDA Coach helps people learn NVDA through guided lessons, keyboard commands, and hands-on practice. A fantastic resource for blind and visually impaired users, assistive technology trainers, and anyone wanting to improve their screen reader skills. Link to download: https://tonygebhard.me/NVDACoach/ #NVDA #ScreenReader #AssistiveTech #Accessibility #BlindTech #NVDACoach #InclusiveTechnology

Sean Clark remains bullish despite rising targets from Goldman Sachs and Morgan Stanley. He points to strong fundamentals, tight credit spreads, and broadening participation beyond names like Nvidia (NVDA) as support for further gains. He also notes any pullback could be a healthy reset.======== 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

NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession. Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info – https://envestology.com/ Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO), (IONQ), (QUBT)

Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround. In this episode: Skydiving for my birthday [0:28] The New York Knicks' incredible comeback [2:45] Why investors must prepare for a pullback [6:36] A sector to buy—and one to avoid—amid rising inflation [12:58] Nvidia's earnings tonight: Here's what I want to hear [19:24] Could voters slow down the AI train? [35:56] The No. 1 takeaway from Berkshire's latest 13Fs [43:41] It took years, but this retailer finally figured it out [52:04] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

TIMESTAMPS:00:00 Entrepreneurship Mindset00:41 Show Welcome Disclaimer02:03 Upcoming EYL Guests03:41 Lessons From Country Wayne06:09 Community Shoutouts Updates07:27 Trading Tip Portfolio First23:54 Market Fear Discipline29:35 Elon Versus OpenAI39:05 Invest Fest Lineup Reveal42:31 Invest Fest Star Power43:43 Billionaires On The Flyer45:07 Panels And Weekend Schedule46:00 Vendor Booths Change Lives46:58 Why Hear Billionaires Live49:12 Prep And Presentation Mindset49:55 Tech Pullback Explained54:57 AI Infrastructure Plays58:44 Lightning Round Tech Picks01:07:39 Bitcoin Price Levels01:09:12 Barbershop Indicator Warning01:19:24 Market Targets And Volatility01:21:35 VIX And Volatility Levels01:21:52 Hold Long Term Wealth01:22:43 Time Best Indicator01:24:57 Trump China Taiwan Talk01:27:32 Nvidia China Signals01:30:40 SpaceX IPO Six Months01:33:39 Wave Of Mega IPOs01:34:30 Invest Fest Vendor Spotlight01:38:20 Vendor Booth Strategy01:42:34 Patents Trademarks Secrets01:46:21 Scaling With Responsible AI01:53:25 Trademark Classes Global Filing02:02:32 Invest Fest Wrap And OutroToday on Market Mondays, we break down the biggest stories shaping the markets right now — from Bitcoin's recent pullback and the tech selloff to SpaceX's rumored $1.75 trillion IPO valuation. We also dive into Elon Musk's OpenAI legal battle, ServiceNow price targets, and whether investors are underestimating the risks around U.S.-China trade tensions.We also cover the sectors and indicators that matter most in today's market, futures trading strategies, end-of-year targets for the Nasdaq and S&P, and Leopold Aschenbrenner's massive semiconductor options positions involving NVDA, AMD, MU, TSM, and more. Plus, we discuss the best water stocks and ETFs, the “Barbershop Indicator,” and whether Bitcoin still has a path to $55K this year.In addition, we touch on personal finance and real-life money decisions — including Dave Ramsey's viral relationship advice about debt, whether $5 million is enough to leave your 9-to-5, and what investors should really be focused on during this phase of the market cycle.#MarketMondays #Investing #Bitcoin #StockMarket #Tesla #ElonMusk #SpaceX #NVDA #AMD #TSM #Trading #Nasdaq #SP500 #EYL #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy