Podcasts about nvda

בפרק השבועי ננתח את מה שמסעיר את השווקים: הפד מתלבט לגבי המשך הורדות הריבית, שוק האג"ח מאותת חוסר ודאות, והזהב שוב בורח קדימה אחרי תקופה ארוכה של התכנסות.נצלול לעולם המחשוב הקוונטי עם IONQ שמובילה את התחום, לצד מתחרות כמו QUBT ו-QBTS והקרן IoNL שמתחילה לעניין סוחרים. נבחן את הטירוף סביב טסלה שחוצה רמות מפתח, את השוואת הביצועים בין TSM ל-NVIDIA, ואת אוראקל שפורצת ומממשת בקצב מסחר מסחרר.בנוסף, נעמיק בקורווייב ואופן שנעות בין פריצות חדות לתנודתיות קיצונית, ולבסוף נתעדכן בקריפטו – ביטקוין ואתריום שמתעוררים מחדש עם חגיגת מסחר בעקבות ציפיות להורדות ריבית.

OpenAI can become a for-profit company. The ChatGPT parent company reached an agreement with Microsoft (MSFT) that will spark discussions as to whether OpenAI will move to markets. Jenny Horne talks about the long and complicated road OpenAI had to get to this point and the headwinds it still faces ahead if it becomes a for-profit company. She also talks about Supermicro (SMCI) beginning shipments of Nvidia's Blackwell chips.======== 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

Confused about JAWS subscriptions, Apple upgrades, and the soaring cost of assistive tech? This episode of Double Tap dives deep into Vespero's UK pricing controversy, iPhone nostalgia, and the future of accessible devices for blind users. This episode is supported by Pneuma Solutions. Creators of accessible tools like Remote Incident Manager and Scribe. Get $20 off with code dt20 at https://pneumasolutions.com/ and enter to win a free subscription at doubletaponair.com/subscribe!Stephen Scott and Shaun Preece unpack a lively mix of emails from listeners on the latest in accessibility tech and pricing frustrations. The conversation begins with a playful debate over iPhone models, including the allure of the 13 mini versus the battery-hungry 15 Pro, and whether an upgrade to the iPhone 17 is truly worth it.The focus shifts to Vespero's JAWS licensing model, with listeners sharing candid reactions to the sharp UK price hikes, home subscription confusion, and the lack of parity with US and Canadian offerings. Strong opinions ignite around the sustainability of assistive tech pricing and the community's growing adoption of free alternatives like NVDA.Later, the hosts explore broader accessibility topics: the prohibitive cost of Braille devices such as the Monarch, the promise of remote support tools like Pneuma Solutions, the rise of Ramblio for blind social audio, and practical tips for blind language learners. Relevant LinksPneuma Solutions: https://pneumasolutions.comDouble Tap Newsletter: https://doubletaponair.com/subscribeRamblio Community: https://ramblio.com Find Double Tap online: YouTube, Double Tap Website---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/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About 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.

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around. Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.TO 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.

"We haven't seen a lack of liquidity," says Kevin Green. He kicks off Morning Movers with a look at this week's rally bucking historical seasonality trends in September, being fueled by Oracle (ORCL) and the A.I. trade. To the upside, KG's watching $6575 for the S&P 500 (SPX) with $6485 as a potential downside range. He says rotation patterns taking place could be pretty "mechanical" but admits that upside momentum appears to be continuing. Later, KG reacts to a Street upgrade for Nvidia (NVDA) before previewing the August CPI print.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The A.I. trade still has legs to run. Jenny Horne notes price target hikes in Oracle (ORCL) that helped continue its rally into Thursday. Additionally, a Nvidia (NVDA) upgrade from DA Davidson added momentum to the A.I. thesis.======== 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 was a strong, record-setting session following a roughly in-line CPI print and higher-than-expected jobless claims report. A.I. led trading action, seen in a Nvidia (NVDA) upgrade and price target hike in Micron (MU). Apple (AAPL) closed higher despite getting two downgrades over concerns for its future on A.I. Figure's (FIGR) IPO also brought a new, highly-anticipated blockchain company to public markets. Marley Kayden takes investors through a busy Thursday on Wall Street.======== 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

All year long we've opened each episode with a “Page Breaker Preview” sneak peek from David's forthcoming book. Today, we've stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week's one-of-a-kind episode plays like a curated mixtape of the book's big ideas. It's out next week! Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/ Reactions or favorite excerpts? Write us: rbi@fool.com Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Hot Options Report, Mark Longo provides a rundown of the most active options contracts for Wednesday, September 10, 2025. Despite a mixed market day, options volume was surprisingly high. The report covers major indices like VIX, SPY, SPX, IWM, and QQQ, noting significant call and put activity and the prevalence of spreads. The second half of the show is a countdown of the top 10 single-name stocks with the most options volume, featuring a wide range of companies from technology and utilities to a surprise showing from Oracle following a strong earnings report. The report highlights specific strikes, prices, and volumes for the most traded options in each name. Time Stamps 0:00 - Welcome to the show 1:25 - VIX 2:40 - SPY  3:25 - SPX  4:10 - IWM  4:50 - QQQ  5:35 - Single Names - A look at the top 10 single-name stocks with the most options activity. 6:00 - #10 OPEN 6:55 - #9 AVGO 8:10 - #8 AMZN 9:20 - #7 AMD 10:15 - #6 PCG 11:15 - #5 PLTR 12:20 - #4 AAPL 13:20 - #3 ORCL 14:35 - #2 TSLA 15:55 - #1 NVDA 17:00 - Mark wraps up the show and previews the next episode. ---------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

In this episode, hosts Tim and Keith finally realize their long-held dream of sitting down with their hero, the brilliant neuroscientist Professor Karl Friston. The conversation is a fascinating and mind-bending journey into Professor Friston's life's work, the Free Energy Principle, and what it reveals about life, intelligence, and consciousness itself.**SPONSORS**Gemini CLI is an open-source AI agent that brings the power of Gemini directly into your terminal - https://github.com/google-gemini/gemini-cli--- Take the Prolific human data survey - https://www.prolific.com/humandatasurvey?utm_source=mlst and be the first to see the results and benchmark their practices against the wider community!---cyber•Fund https://cyber.fund/?utm_source=mlst is a founder-led investment firm accelerating the cybernetic economyOct SF conference - https://dagihouse.com/?utm_source=mlst - Joscha Bach keynoting(!) + OAI, Anthropic, NVDA,++Hiring a SF VC Principal: https://talent.cyber.fund/companies/cyber-fund-2/jobs/57674170-ai-investment-principal#content?utm_source=mlstSubmit investment deck: https://cyber.fund/contact?utm_source=mlst***They kick things off by looking back on the 20-year journey of the Free Energy Principle. Professor Friston explains it as a fundamental rule for survival: all living things, from a single cell to a human being, are constantly trying to make sense of the world and reduce unpredictability. It's this drive to minimize surprise that allows things to exist and maintain their structure.This leads to a bigger question: What does it truly mean to be "intelligent"? The group debates whether intelligence is everywhere, even in a virus or a plant, or if it requires a certain level of complexity. Professor Friston introduces the idea of different "kinds" of things, suggesting that creatures like us, who can model themselves and think about the future, possess a unique and "strange" kind of agency that sets us apart.From intelligence, the discussion naturally flows to the even trickier concept of consciousness. Is it the same as intelligence? Professor Friston argues they are different. He explains that consciousness might emerge from deep, layered self-awareness—not just acting, but understanding that you are the one causing your actions and thinking about your place in the world.They also explore intelligence at different sizes. Is a corporation intelligent? What about the entire planet? Professor Friston suggests there might be a "Goldilocks zone" for intelligence. It doesn't seem to exist at the super-tiny atomic level or at the massive scale of planets and solar systems, but thrives in the complex middle-ground where we live.Finally, they tackle one of the most pressing topics of our time: Can we build a truly conscious AI? Professor Friston shares his doubts about whether our current computers are capable of a feat like that. He suggests that genuine consciousness might require a different kind of "mortal" computation, where the machine's physical body and its "mind" are inseparable, much like in biological creatures.TRANSCRIPT:https://app.rescript.info/public/share/FZkF8BO7HMt9aFfu2_q69WGT_ZbYZ1VVkC6RtU3eeOITOC:00:00:00: Introduction & Retrospective on the Free Energy Principle00:09:34: Strange Particles, Agency, and Consciousness00:37:45: The Scale of Intelligence: From Viruses to the Biosphere01:01:35: Modelling, Boundaries, and Practical Application01:21:12: Conclusion

Charles Schwab's Joe Mazzola says the August 2025 STAX saw a 4.5% uptick even though the SPX only moved 1.1% higher. He notes the divergence as a sign Charles Schwab clients remain bullish on high beta stocks. Joe notes Nvidia (NVDA), Palantir (PLTR) and UnitedHealth (UNH) as the biggest buys for August. Apple (AAPL), Meta Platforms (META) and Tesla (TSLA) were the biggest laggards. Joe explains what all of this insight signals for markets ahead.======== 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

A complete look at stocks that should be on your watch list and how to trade some of these huge movers. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last week's problematic jobs report. There's also a sporty look at some of this year's biggest winners and losers. They unpack: - Painful decisions to sell that continue to haunt them. - Three stocks that should move higher as the Fed nudges rates lower. - A game that separates this year's risers from sinkers. Companies discussed: AX, L, MSFT, NFLX, SBUX, MEG, ZG, TSLA, NVDA, Host: Rick Munarriz, Jason Hall, Lou Whiteman Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, September 8th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets rallied to kick off the week that included a continuing all-time high run from Broadcom (AVGO) Nvidia (NVDA) also tacked on session gains despite getting a price target cut from Broadcom (AVGO). Applovin (APP) hit all-time highs as well when it was tapped to join the SPX later in September. EchoStar (SATS) rallied 20% as SpaceX plans to pay $17 billion to use its spectrum services. Marley Kayden takes investors through the day's biggest stories.======== 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

Looking at the chart for Nvidia (NVDA), Rachel Dashiell says its had "an incredible run" for the last few months. She displays a 90-day chart timeframe which is in a strong sideways-moving trend over the last few weeks. Rachel underlines key support levels, and says the stock may just be "taking a little breather" before possibly continuing its overall upward trend. She compares Nvidia's relative strength to the overall technology sector.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Citi cut its price target on Nvidia (NVDA) on the back of Broadcom's (AVGO) $10 billion A.I. chip deal announced last week. Jenny Horne says the cut is notable but points to strong fundamentals and a still-bullish A.I. narrative favoring Nvidia long-term. Applovin (APP) leapt higher to all-time highs after the company was among a group of stocks picked to join the S&P 500 (SPX). MarketAxess (MKTX), Caesars Entertainment (CZR), and Enphase Energy (ENPH) are the outgoing names leaving the SPX.======== 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

$HOOD and $APP - I double dipped and subscribers should celebrate if you took the risk. If you didn't, what's the lesson? Not that you made a mistake - it's that you may not have the risk tolerance. I take you through my finding $COF and how I evaluated the stock too. Did I buy it? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values - are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Agentic AI - something to look into...   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio 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:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)

The S&P 500 and the Nasdaq hit new all-time highs on Friday morning, is it time to be bullish or bearish?  We hear two very different expert opinions on the markets for the rest of 2025.  Find out about the latest stock purchases by the Pelosi family and also 8 stocks that President Donald Trump owns right now.  We also take a look at favorite AI Data Center Stocks, ETFs, and REITs from US News and World Report.

20250906 BITS Presents: The Mentoring Hour Originally Broadcasted September 6, 2025, on ACB Media 6   BITS Presents the Mentoring Hour where Your Access Technology Questions Find Answers. This call is designed specifically to help people who are blind or with low vision navigate the fast-changing world of technology. We cover it all: Windows, Android, iOS, and Mac platforms, along with screen readers like JAWS, NVDA, Voiceover, and Narrator, as well as other assistive technology tools. Bring your questions and get answers from the BITS team of tech specialists.   Sponsored by: Blind Information Technology Specialists   ask@bits-acb.org   Find out more at https://acb-community.pinecast.co

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world's most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar's YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.On this episode: Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven's earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally? Do you think investors' expectations for these mega-cap names are unreasonably high? Why or why not? Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn't sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?  Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar's outlook?  How should buy-and-hold investors think about investing in artificial intelligence? What are the most undervalued AI stocks right now? What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?  How is AI transforming Morningstar?  Read about topics from this episode.  Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.5 Stocks to Buy Before Their Big Discounts DisappearMarvell Earnings: Buy the Dip and Focus on the FundamentalsNvidia Earnings: No Signs of a Slowdown in Demand for AI ChipsThese Are the Best Mag Seven Stocks to Consider for AI InvestingThe Best AI Stocks to Buy NowInvestors First: Evolving Expectations and Expanding Access What to watch from Morningstar. Do Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? Read what our team is writing.David SekeraKunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

This week, we discuss the effectiveness of reorgs, Meta's new AI team, and the Google antitrust ruling. Plus, some strong thoughts on cold brew and bathtubs. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/70qYaXEdk6E?si=q834nuI2mPpogFNb) 536 (https://www.youtube.com/live/70qYaXEdk6E?si=q834nuI2mPpogFNb) Runner-up Titles Buy once, cry once Annual Recurring Regrets The Bathtub Problem Bathtime is My Time Your Daily Stoic No one cares about open source cold brew Once you have it pick up the phone and call someone, the dream of the Internet is dead. The Chrome ecoverse. Rundown The VC who married Paris Hilton uses his cryochamber twice a day and launches an AI agent before bed (https://www.businessinsider.com/cofounder-of-vc-firm-m13-heres-my-daily-routine-2025-8) OpenAI starts building out its app team (https://www.theverge.com/openai/769325/openai-statsig-acquisition-executive-moves) OpenAI shuffles executive roles, acquires Statsig for $1.1 billion (https://www.theverge.com/openai/769325/openai-statsig-acquisition-executive-moves) Reorganizations Zuckerberg's AI hires disrupt Meta with swift exits and threats to leave (https://on.ft.com/45S3Din) No Amount of Money Can Make People Want to Work for Zuck (https://gizmodo.com/meta-ai-staff-problems-2000650796) Inside Amazon's 'hardcore' culture reset (https://www.businessinsider.com/inside-amazons-hardcore-culture-reset-day-1-roots-2025-9) New Research Debunks Open Source Business Model Myths (https://www.itprotoday.com/software-development/new-research-debunks-open-source-business-model-myths) Google gets to keep Chrome but is barred from exclusive search deals, judge rules (https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html) Relevant to your Interests Opinion | A.I. May Be Just Kind of Ordinary (https://www.nytimes.com/2025/08/20/opinion/ai-technology-chatgpt.html) Anthropic Settles High-Profile AI Copyright Lawsuit Brought by Book Authors (https://www.wired.com/story/anthropic-settles-copyright-lawsuit-authors/) Zen Browser — What Mozilla Firefox Should Be? (https://www.omgubuntu.co.uk/2025/08/zen-browser-is-what-mozilla-firefox-should-be) Asahi Linux Lead Developer Steps Down (https://linuxiac.com/asahi-linux-lead-developer-steps-down/) How to prepare for the Bitnami Changes coming soon (https://community.broadcom.com/tanzu/blogs/beltran-rueda-borrego/2025/08/18/how-to-prepare-for-the-bitnami-changes-coming-soon) Metal³ - Metal Kubed (https://metal3.io/) How This A.I. Company Collapsed Amid Silicon Valley's Biggest Boom (https://www.nytimes.com/2025/08/31/technology/builder-ai-collapse.html) AI Experts No Longer Saving for Retirement Because They Assume AI Will Kill Us All by Then (https://futurism.com/ai-experts-no-retirement-kill-us-all) Unix Co-Creator Brian Kernighan on Rust, Distros and NixOS (https://thenewstack.io/unix-co-creator-brian-kernighan-on-rust-distros-and-nixos/) Taco Bell rethinks AI drive-through after man orders 18,000 waters (https://www.bbc.com/news/articles/ckgyk2p55g8o?utm_source=changelog-news) Tanzu having nothing to do with Kubernetes anymore (https://youtu.be/b6qorZ9EH_s?si=1z7vC0ONPUTC9vgt&t=78) There is no Tanzu Kubenetes, only VKS (https://www.youtube.com/watch?v=lg7MAacSPNM). Nvidia stock turns positive in premarket trading as investors buy dip following earnings report (https://www.cnbc.com/2025/08/28/nvidia-stock-ai-spend.html) MongoDB Soars: Analyzing the Recent Surge (https://stockstotrade.com/news/mongodb-inc-mdb-news-2025_08_27/) NVIDIA Q2 Profit Soars 59% as Blackwell AI Surge Fuels Record Revenue (https://finance.yahoo.com/news/nvidia-q2-profit-soars-59-021402431.html) Nvidia, $NVDA, has reported that a single customer accounted for 23% of its total quarterly revenue of $46.7 billion, per Bloomberg (https://x.com/unusual_whales/status/1961102212203151505?s=46&t=EoCoteGkQEahPpAJ_HYRpg) Nonsense The Dutch are quietly shifting towards a four-day work week (https://www.ft.com/content/7b61e52c-93fc-4634-b9ad-fdacac5d6538) Conferences VMUG London (https://my.vmug.com/s/event/a4pVs000000eX25IAE/uk-usercon?filters=%257B%2522baseConditions%2522%3A%255B%257B%2522fieldName%2522%3A%2522acem__Zone__c%2522%2C%2522fieldType%2522%3A%2522ID%2522%2C%2522fieldValue%2522%3A%2522a4vVs0000002wkgIAA%2522%257D%255D%2C%2522tabCondition%2522%3A%2522Upcoming%2522%2C%2522textAreaConditions%2522%3A%255B%255D%2C%2522picklistConditions%2522%3A%255B%255D%2C%2522chatterGroupCondition%2522%3A%257B%2522chatterGroupId%2522%3Anull%257D%2C%2522page%2522%3A5%257D&chatterGroupId&utm_source&utm_medium&utm_campaign), Coté speaking, September 18th. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), NYC November 3-5, London November 17-19 SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: GFiber (https://fiber.google.com/cities/austin/?gad_source=1&gad_campaignid=371789057&gbraid=0AAAAADv16iAJKV4jNQW_rdI2wLOvekL8d&gclid=CjwKCAjwq9rFBhAIEiwAGVAZP4YyYY2zta7CfNg07B77o37pK8gmIiyIxQcZp-Hvb1WU091n9eP8NhoC-30QAvD_BwE) Matt: Zen web browser (https://zen-browser.app/) Coté: Apple-brand woven USB cables (1 meter (https://www.apple.com/shop/product/MW493AM/A/60w-usb-c-charge-cable-1-m?fnode=2ddf861839ad4fd5e835aee94bb846eef6576562114e5fa549004140dae380b9eb807ec4fddcf1c8fae4bce7e6cd9e862ca06b5f333f15ca959b04b6abf63977ded3051362115477d2c20aca827313e3b82d6b204ebac42788e3c0c4c81985f948af7566094761801cfafb22e67279bc&fs=f%3Dcable%26fh%3D47a7%252B45c4) and 2 meter (https://www.apple.com/shop/product/MYQT3AM/A/240w-usb-c-charge-cable-2-m?fnode=2ddf861839ad4fd5e835aee94bb846eef6576562114e5fa549004140dae380b9eb807ec4fddcf1c8fae4bce7e6cd9e862ca06b5f333f15ca959b04b6abf63977ded3051362115477d2c20aca827313e3b82d6b204ebac42788e3c0c4c81985f948af7566094761801cfafb22e67279bc&fs=f%3Dcable%26fh%3D47a7%252B45c4)). Tenshi Sushi Duivendrecht (https://www.tenshisushi.nl) Photo Credits Header (https://unsplash.com/photos/white-ceramic-bathtub-near-white-wall-dNjW6UWwLHA)

This episode of "The Hot Options Report" recaps the trading week, highlighting the significant market activity on Friday, September 5th. Mark Longo notes that the non-farm payroll data caused a lot of red in the market and a lot of green on the volatility screen. The episode then dives into a countdown of the hottest options, starting with broad market indices like the VIX, SPY, SPX, IWM, and QQQ, before moving on to individual stocks. The host provides details on the trading volume and the most active options for each security. The report concludes by recapping the top 10 single-name stocks with the most options activity, with a special mention of the explosive volume in Nvidia and Tesla, which took the top spot.  Time Stamps 0:00 Introduction  0:45 Sponsor: Public.com 1:25 VIX 2:40 SPY 3:25 SPX 4:10 IWM 4:50 QQQ 5:35 Single Name Stocks Countdown (Top 10) 6:00 10. GOOGL 6:55 9. HOOD 8:10 8. MSTR 9:20 7. AAPL 10:15 6. AMD 11:15 5. PLTR 12:20 4. AVGO 13:20 3. OPEN 14:35 2. NVDA 15:55 1. TSLA 17:00 Closing Remarks ------------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Aydin Kilic, CEO of HIVE Digital (HIVE), talks about how his company has quadrupled revenue over the past year. He credits the company's expansion from mining 6 Bitcoin a day to 9 -- which he says translates to $1 million daily revenue for HIVE. Aydin expects that number to grow into the fall and sees room to run when it comes to a re-rating of the stock price. He also explains HIVE's partnership with Nvidia (NVDA) and its role for HIVE's outlook.======== 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

Dans l'actu des nouvelles technologies et de l'accessibilité dans cet épisode de rentrée : Du côté des applications et du web L'association US Seeing Hands propose des dictionnaires numériques exploitables en braille. La mise à jour 2025.2 de NVDA a été publiée mi-août. NVDA 2025.3 est entré en phase de beta test, nous en sommes à la beta 3. Soundscape est maintenant disponible pour Android. WhatsApp, Telegram et Signal, c'est terminé : les agents publics devront utiliser la messagerie de l'État Tchap dès la rentrée. Saracroche : bloqueur d'appels pour iPhone. Windows 11 beta, le Narrateur se dote d'une visionneuse braille à l'écran. Microsoft arrête Lens, son application de scanner PDF. OSARA pour Reaper sur macOS sera plus facile à installer. L'ouvrage “L'informatique sans les yeux” de papi José est disponible en audio sur Youtube. Le reste de l'actu Labo - Un écran braille à propulsion explosive permet aux utilisateurs de lire du texte et des emojis. Ally Solos Glasses, des lunettes connectées qui facilitent la vie des DV. EchoVision, un nouveau modèle de lunette IA pour les DV. Résultats du jeu de l'été 2025 Vous avez été 64 à participer à notre jeu de l'été 2025. Les résultats sont annoncés dans le podcast. Nous remercions à nouveau les sponsors qui ont offert les lots : Accessolutions - Accessoires et matériel pour malvoyant et aveugle. Didactiweb - Les formations adaptées aux déficients visuels. JM Services - Matériels pour personnes âgées et déficientes visuelles. Okeenea - Leader de l'accessibilité. Sonar Vision - Application de guidage conçue pour les personnes déficientes visuelles. Voxiweb - L'Internet accessible à tous. Remerciements Cette semaine, nous remercions Bruno, Claire, Daniel, Frédéric), Lionel, Nicolas, Sébastien et Tony pour leurs infos ou leur dons. Si vous souhaitez vous aussi nous envoyer de l'info ou nous soutenir : Pour nous contactez ou nous envoyez des infos, passez par le formulaire de contact sur la page oxytude.org/contact. Pour nous soutenir via Paypal, c'est sur la page paypal.me/oxytude. Pour vos achats sur Amazon, passez par notre lien affilié oxytude.org/amazon.. Pour animer cet épisode Jacques, Philippe et Yannick.

We are joined by Cristopher Moore, a professor at the Santa Fe Institute with a diverse background in physics, computer science, and machine learning.The conversation begins with Cristopher, who calls himself a "frog" explaining that he prefers to dive deep into specific, concrete problems rather than taking a high-level "bird's-eye view". They explore why current AI models, like transformers, are so surprisingly effective. Cristopher argues it's because the real world isn't random; it's full of rich structures, patterns, and hierarchies that these models can learn to exploit, even if we don't fully understand how.**SPONSORS**Take the Prolific human data survey - https://www.prolific.com/humandatasurvey?utm_source=mlst and be the first to see the results and benchmark their practices against the wider community!---cyber•Fund https://cyber.fund/?utm_source=mlst is a founder-led investment firm accelerating the cybernetic economy.Oct SF conference - https://dagihouse.com/?utm_source=mlst - Joscha Bach keynoting(!) + OAI, Anthropic, NVDA,++Hiring a SF VC Principal: https://talent.cyber.fund/companies/cyber-fund-2/jobs/57674170-ai-investment-principal#content?utm_source=mlstSubmit investment deck: https://cyber.fund/contact?utm_source=mlst***Cristopher Moore:https://sites.santafe.edu/~moore/TOC:00:00:00 - Introduction00:02:05 - Meet Christopher Moore: A Frog in the World of Science00:05:14 - The Limits of Transformers and Real-World Data00:11:19 - Intelligence as Creative Problem-Solving00:23:30 - Grounding, Meaning, and Shared Reality00:31:09 - The Nature of Creativity and Aesthetics00:44:31 - Computational Irreducibility and Universality00:53:06 - Turing Completeness, Recursion, and Intelligence01:11:26 - The Universe Through a Computational Lens01:26:45 - Algorithmic Justice and the Need for TransparencyTRANSCRIPT: https://app.rescript.info/public/share/VRe2uQSvKZOm0oIBoDsrNwt46OMCqRnShVnUF3qyoFkFilmed at DISI (Diverse Intelligences Summer Institute)https://disi.org/REFS:The Nature of computation [Chris Moore]https://nature-of-computation.org/ Birds and Frogs [Freeman Dyson]https://www.ams.org/notices/200902/rtx090200212p.pdf Replica Theory [Parisi et al]https://arxiv.org/pdf/1409.2722 Janossy pooling [Fabian Fuchs]https://fabianfuchsml.github.io/equilibriumaggregation/ Cracking the cryptic [YT channel]https://www.youtube.com/c/CrackingTheCrypticSudoko Bench [Sakana]https://sakana.ai/sudoku-bench/Fractured entangled representations “phylogenetic locking in comment” [Kumar/Stanley]https://arxiv.org/pdf/2505.11581 (see our shows on this)The War Against Cliché: [Martin Amis]https://www.amazon.com/War-Against-Cliche-Reviews-1971-2000/dp/0375727167Rule 110 (CA)https://mathworld.wolfram.com/Rule150.htmlUniversality in Elementary Cellular Automata [Matt Cooke]https://wpmedia.wolfram.com/sites/13/2018/02/15-1-1.pdf Small Semi-Weakly Universal Turing Machines [Damien Woods] https://tilde.ini.uzh.ch/users/tneary/public_html/WoodsNeary-FI09.pdf COMPUTING MACHINERY AND INTELLIGENCE [Turing, 1950]https://courses.cs.umbc.edu/471/papers/turing.pdf Comment on Space Time as a causal set [Moore, 88]https://sites.santafe.edu/~moore/comment.pdf Recursion Theory on the Reals and Continuous-time Computation [Moore, 96]

Steven Dickens says this earnings season for HP Enterprise (HPE), paired with its acquisition of Juniper Networks, created a "career defining" moment for the company's CEO. He also discusses how the company is getting a boost from Nvidia (NVDA). David Nicholson adds that HP Enterprise can serve as an ROI play for businesses looking to advance their A.I. opportunities. He believes HPE will see further growth if it "doubles down" on partnerships with similar companies like Intel (INTC) or Broadcom (AVGO).======== 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

Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation.02:40 – Reflections on the past year04:45 – Interest rates, tariffs, and recurring macro themes07:20 – The Fed, rate cuts, and market reactions13:00 – How macro noise impacts personal investing decisions15:20 – Homebuilders, housing affordability, and investment opportunities18:00 – Adapting investment process: FOMO, bubbles, and Howard Marks' advice22:00 – Market exuberance: Is it 1996 or 1999?26:30 – Pivot: Is AI overhyped? Parallels to the Internet bubble29:00 – AI's real impact, business integration, and valuation risks33:00 – Energy, infrastructure, and the limits of AI scalability35:00 – Personal portfolio management, risk, and long-term goals40:00 – Index funds, risk allocation, and retirement planning42:00 – Housekeeping, how to support the show, and closing thoughtsCompanies mentioned: AAPL, ASML, BRK.B, CRM, GOOG, META, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

New Alpha Pick at noon today and here are some ideas for surviving what might be a bad September. Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money. She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada. Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America's wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. Check this out and find out more at: http://www.interactivebrokers.com/ Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)

In this episode, Robert tackles the question on everyone's mind: are U.S. tech stocks in a bubble? He unpacks why constant “bubble talk” misses the bigger picture, what history gets wrong about comparisons to the Dot-Com era, and how the rise of AI, liquidity cycles, and profit margins are changing the game. From Nvidia's explosive growth to Palantir's surge, he explains why valuations aren't the whole story and why any true AI bubble could dwarf 2000. Plus, a listener question on his strategy behind closing 11 straight options trades for profit opening up a discussion about risk, strategy, and how to build consistency in volatile markets.

Sarah Kunst calls Nvidia's (NVDA) earnings "solid," noting strong growth despite multiple headwinds tackling the A.I. behemoth. Even as Nvidia seeks to grow into an A.I. ecosystem beyond building chips, Sarah argues that it will take time to separate the company from anything other than that. Joe Tigay maintains his bullish stance on the company, citing "tremendous" data center growth despite the miss on expected revenue. He makes the case that Nvidia will hit $200 "with or without" China.======== 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

"People aren't as excited with Nvidia's earnings as they used to be," says Danielle Shay, but she believes the reaction is more "normalized" compared to the past. She believes it opens more opportunities on the options front for Nvidia (NVDA). She talks about how the "slower" price action in the market leader shaped how trader utilize Nvidia options. Sticking with A.I., Danielle likes Broadcom (AVGO), saying its recent price action is a "great sign" for the long-term. Danielle late talks about why Roblox (RBLX) can see a breakout in the near-future.======== 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

Today's slide deck: https://bit.ly/41sbzFO   -  Today we look at the S&P 500 index hitting a record high, while breadth is lacking and the Nasdaq 100 is still below its cycle highs. In single names, we wonder whether Nvidia is struggling to find direction on the enormous options expiry today and together with Saxo Equity Strategist Ruben Dalfovo we preview earnings reports from three interesting tech companies next week, including hard-charging Broadcom. Some thoughts on gold, FX and more on the call. Hosting today's pod was Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic

On this midday Friday, August 29th edition of the Hot Options Report, the hosts cover a day of market sell-offs across the major indices. The VIX is up, reflecting increased volatility, with significant activity in its October 31 calls. The show breaks down the top tickers seeing explosive options action, with a notable theme being the aggressive buying of out-of-the-money calls in major tech names like TSLA and NVDA, despite the overall market downtrend. The top 10 single-name stocks are dominated by companies with recent earnings reports, including Marvell (MRVL) and Baba (BABA). The episode wraps up by noting the need for a significant market reversal in the second half of the day for many of these bullish bets to pay off. Time Stamp 2:30: VIX  3:46: SPY  4:57: SPX  6:05: IWM  7:12: Q's (QQQ)  8:20: Top 10 Single Names 8:55: Marvell (MRVL) - #10  10:00: Weebull (BULL) - #9  11:27: MicroStrategy (MSTR) - #8  12:52: Palantir (PLTR) - #7  14:14: AMD - #6  15:15: Apple (AAPL) - #5  16:03: Open (OPEN) - #4  17:34: Baba (BABA) - #3  18:55: Tesla (TSLA) - #2  20:25: Nvidia (NVDA) - #1  22:00: Closing  ------------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

The S&P 500 (SPX) hit new record-highs on Thursday before selling pressures brought it back into negative territory for the week. Nvidia (NVDA) earnings weighed on the overall market performance, as shares of the Mag 7 chipmaker fell more than 2% this week. Elsewhere in the Mag 7, Alphabet (GOOGL) rose to a record high. And, the Fed's preferred inflation gauge - Core PCE Index - showed a small uptick heading into the month of September. Marley Kayden recaps this week's trading action on The Wrap.======== 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

Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth. Brendan underscores the importance of another development: Alibaba developing A.I. chips to fill the void of Nvidia (NVDA) technology currently banned. He views it as an added tailwind, but not the predominant growth driver for BABA. Later, Brendan discusses his firm's CSI China Internet ETF (KWEB).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Alex Coffey, Kevin Green, and Marley Kayden break down the market's response to Nvidia's (NVDA) earnings, which saw the AI chipmaker's share price fall despite a strong AI demand backdrop. They discuss the potential for a rotation out of AI stocks, such as Nvidia, and into other areas of the market, and examine the economic data calendar for the week ahead, including ISM manufacturing and non-farm payrolls.======== 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's (NVDA) earnings overshadowed Alphabet's (GOOGL) march to new all-time highs. LikeFolio's Megan Brantley notes the Mag 7 company's growth in Google Cloud far outpacing Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure as a leading driver behind the rally. She points to a "vulnerability" in search revenue if Alphabet is forced to divest Google Chrome, adding that Chrome's search dominance is only gaining traction.======== 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 (01:27) Deep Dive into Nvidia's Earnings(10:34) The Importance of Federal Reserve Independence(21:50) Market Reactions and Future Predictions(29:06) Autodesk Earnings and Market Implications(31:38) Autodesk's Financial Performance and Management Challenges(35:29) New Bank's Growth and Market Positioning(40:47) Mercado Libre's Competitive Landscape and Growth Prospects(44:26) Corporacion America Airports: A Low-Risk Investment Opportunity(50:24) Boston Beer Company: Navigating the Alcohol Market(54:12) Identifying Companies with Pricing Power*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.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.

Summary del Show: • Wall Street baja tras récord del $SPX, con la atención en el informe de inflación PCE y señales de la Fed. • Alibaba $BABA desarrolla chip de IA doméstico para competir con $NVDA y fortalecer su nube. • PepsiCo $PEP aumenta participación en Celsius $CELH al 11% en acuerdo de $585M. • Johnson & Johnson $JNJ cancela terapia experimental en artritis tras fallar en Fase 2a.

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia's earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia's Q2 2025 earnings breakdown * Why data center revenue is the market's key focus * How Wall Street is reacting to Nvidia's guidance * What this could mean for broader tech sector momentum

Nvidia reported earnings with strong overall results, but Wall Street was not impressed. Despite solid forward guidance, a data center revenue miss rattled investors and sent the stock lower. Lance Roberts & Michael Lebowitz break down Nvidia's earnings highlights, why guidance failed to wow the bulls, and what this means for tech stocks going forward; the ongoing soap opera that is the Federal Reserve: Jerome Powell, Lisa Cook, and dovish vs hawkish monetary policy stances; a discussion of the evolution of markets and investing as "entertainment." * Nvidia's Q2 2025 earnings breakdown * Why data center revenue is the market's key focus * How Wall Street is reacting to Nvidia's guidance * What this could mean for broader tech sector momentum

S&P Futures are trading slightly positive this morning as markets digest the recent earnings report from NVDA.NVDA had a good quarter as AI demand remains strong. The White House removed CDC director Monarez after disagreements with RFK Jr. Two key economic data points before the bell today, Jobless Claims and the 2nd estimated of Q2 GDP. PCE data is scheduled for tomorrow. Markets continue to expect a rate cut at the September meeting. Seeing strong gains in PSTG, SNOW, TCOM and BURL after earnings releases. After the bell today DELL, ADSK, MRVL, AFRM, ULTA, ESTC will be reporting. Tomorrow morning, BABA is scheduled to report.

How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings. In this episode: MongoDB's earnings are a warning to other software companies [3:43] Rate cuts are coming: What it means for the market [9:03] Shorting stocks? Avoid this common mistake [16:48] The AT&T/EchoStar spectrum deal: Are the stocks buys? [22:44] Has Eli Lilly finally bottomed? [31:12] Nvidia's earnings report: Key things to watch [38:47] I've changed my tune on AMD [42:27] The latest details on the Curzio One Wealth Forum! [52:14] Editor's note: November 9-11, we're hosting our first-ever Curzio One Wealth Forum—an intimate, two-day event exclusively for Curzio One members—at the legendary Pier Sixty-Six in Fort Lauderdale, Florida.  --Curzio One members can get the details and register here: https://secure.curzioresearch.com/checkout/conference-tickets.php/?utm_source=Libsyn --Not a Curzio One member? Learn more about our most elite membership—and add your name to the waitlist—here: https://www.curzioresearch.com/curzio-one-wait-list/?utm_source=Libsyn 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

Jackson HOLY cow what a move.... SOE's get used to it - We are now China. Airline consolidation or murder? Bond yields - Long bond yields up. 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Excitement over a change in tone from Powell (Powell throws the towel?) - Crypto surges - then comes back down - SOE - Get used to that - Bond yields - Long bond up Markets - Hitting all-time highs - Airline consolidation or murder? - NVDA earnings - reports this week - Some crypto really moving Fed Firing - How do we feel about the firing of Fed's Cook? - Allegations, not confirmed - Could this be a play to actually fire Powell? --- Trump now says that this paves the way to him having a majority that soon will push rate lower (after firing Cook) Windless - Shutting down the alt-energy projects - Wind turbines ugly and no good - Shares in wind farm developer Orsted - The U.S. government last week ordered the company to halt construction of an almost completed project. - Late on Friday the U.S.? Bureau of Ocean Energy Management had issued a stop-work order for the Revolution Wind Project off of Rhode Island. According to Orsted, the project is 80% complete and 45 out of 65 wind turbines have been installed Pricing Power - News that Spotify will raise prices as it invests in new features and targets 1 billion users - said the price will rise to 11.99 euros ($14.05) from 10.99 euros in markets including South Asia, the Middle East, Africa, Europe, Latin America and the Asia-Pacific region. - Price increases combined with cost-cutting efforts in recent years helped Spotify achieve its first annual profit last year. Jackson Holy !! - Powell hinted that maybe there would be a change to his thinking - In his final address as Fed chair at the Jackson Hole, Wyoming, economic symposium, Powell hinted at a September interest rate cut but stopped short of committing, striking a careful balance between mounting job-market risks and lingering inflation worries. - In particular, the market was enthused by Mr. Powell's line noting that "with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance," which the market took as an open-mindedness to easing. - The probability of a 25-basis point rate cut at the September FOMC meeting now stands at 83.1%, up from 75.0% yesterday, according to the CME FedWatch tool. Jackson - HOLY 2 - Markets reacted strongly in favor of a rate cut - hope - DJIA up 800 - S&P and NASDAQ rallied - Small Caps up close to 4% - USD dove - Yields - slightly lower - Crypto - ETHER rallied hard - ATH ---- Give it a day and Ether and Bitcoin came back down to earth Misunderstanding - Cut rates so houses more affordable? - Long rates moved higher - NVDA - Earnings due Wednesday After the close - Nvidia makes up about 7.5% of the S&P 500. - Earnings Per Share (EPS) Estimates Zacks Consensus: $1.00 Kiplinger Forecast: $1.01, up 48.5% year-over-year MarketBeat Average: $0.97 (range: $0.92–$1.05) - Revenue Estimates Zacks Consensus: $46.14 billion Kiplinger Forecast: $46.0 billion, a 53.1% increase YoY MarketBeat Range: $44.1–$45.9 billion - Forward-Looking EPS FY 2026: $4.28 (Zacks), $4.12 (MarketBeat) FY 2027: $5.70 (Zacks) SOE - State Owned Enterprises - We had better get use to it - All the anger directed at China for this - as unfair practice - Now, US takes a piece of Intel (10% for $2B ?) - Wait - 10% is $10B value - is that right? Intel Math (MATH?) - The U.S. government acquired a 10% stake in Intel by converting $11.1 billion in previously issued grants and pledges into equity.

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee. In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices. Check out Left Brain Investment Research Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

Preview: NVDA and PRC Colleague Chris Riegel comments on the widespread smuggling of NVDA chips into China no matter bans. More later.

This week on Market Mondays, we break down the biggest moves in the market as stock futures rise ahead of Zelensky's White House visit and Jerome Powell's speech at Jackson Hole. We also dive into the real risks facing retail — not Q2 earnings, but the weak forecasts driven by tariffs and cautious consumer behavior. On the crypto side, we debate if now is the right time to buy Bitcoin and share our picks for the stock or cryptocurrency with the most upside potential through year-end.We're joined by wealth-building expert Cedric Nash, who shares lessons from real estate, divorce, and prenups, as well as insights on structuring wealth that lasts. We also cover U.S. trade changes that hit Shein and Temu hard while boosting Amazon, break down why TQQQ isn't a smart long-term play compared to QQQ, and analyze Warren Buffett's surprising bet on UnitedHealth. Plus, we unpack how traders can start treating their portfolios like businesses, from reinvestments to taxes and personal spending.Later, Tabitha Brown joins us for a powerful conversation on the Target boycott, its impact on Black business owners, and the importance of marketing with purpose. We also answer the burning question for investors late to the party: what's the right entry point for NVDA? Don't miss this packed episode full of insights at the intersection of money, markets, and culture.Invest Fest Ticket Link: https://investfest.com (code: Reform) for free tickets (first 50)#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #Bitcoin #WealthBuilding #CedricNash #TabithaBrown #Retail #NVDA #TQQQ #QQQ #WarrenBuffett #Shein #Temu #AmazonOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy