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En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street en pausa por datos clave: Los futuros caen: $SPX y $US100 -0.5%, $INDU -0.3%. Los inversionistas esperan el PPI de abril (+0.2% M/M, +2.5% A/A), reclamos por desempleo (229K esperados) y ventas minoristas planas. También hablará Jerome Powell en un evento sobre marcos económicos. • Boeing alcanza récord histórico: $BA marcó un nuevo máximo intradía en 52 semanas tras recibir un pedido de $96B por 210 aviones de Qatar (787 y 777X). También se sumó un contrato con Arabia Saudita por 20 aviones 737-8. China levantó prohibición de entregas como parte del acuerdo comercial. En la región también se anunciaron inversiones por $80B en tecnología por parte de $GOOG, $ORCL, $CRM, $AMD y $UBER. • DICK'S adquiere Foot Locker: $DKS compra $FL por ~$4.9B. Los accionistas de $FL podrán recibir $24 o 0.1168 acciones de $DKS. Se anticipan sinergias de $100M–$125M. A pesar de ventas comparables +4.5% y ganancias no-GAAP de $3.37 (mejor de lo esperado), $DKS cayó -13% y $FL subió +80% en premarket. • RTX cierra venta récord con Turquía: $RTX venderá misiles por $304B a Turquía: 53 AIM-120C-8, 60 AIM-9X Sidewinder y componentes extra. El contrato busca reforzar la alianza OTAN. Aún requiere aprobación del Congreso. Coincide con la visita de Marco Rubio a Ankara. Un episodio cargado de fusiones, defensa y señales técnicas clave. ¡No te lo pierdas!
En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street extiende ganancias por inflación suave: Futuros al alza: $SPX +0.2%, $US100 +0.4%, $INDU +0.1%. El IPC subió solo +0.2% mensual en abril, por debajo del +0.3% esperado. La inflación anual se ubicó en +2.3%, y la subyacente en +2.8%. UBS y Deutsche Bank advierten que el impacto de los aranceles podría sentirse a partir de junio. • Arabia Saudita acelera acuerdos de IA: Wedbush estima que los pactos entre firmas como $NVDA, $AMZN, $AMD y $CSCO con Riad podrían sumar $1T al mercado global de IA en la próxima década. El acceso saudí a chips avanzados contrasta con las restricciones a China. Se anticipan movimientos de $PLTR y $TSLA en la región. • Super Micro cierra megaacuerdo con Arabia Saudita: $SMCI subió 10% premarket tras firmar un pacto de $20B con DataVolt para plataformas GPU y racks de IA en EE.UU. y Medio Oriente. El anuncio se suma a proyectos tecnológicos conjuntos por $80B donde también participan $GOOGL, $ORCL, $CRM y $UBER. • Tesla reactiva producción tras tregua comercial: $TSLA reanuda importaciones de piezas desde China para el Cybercab y el Semi, tras la reducción temporal de aranceles. Iniciará producción piloto en octubre con planes de fabricación masiva en 2026. Morgan Stanley ve a $TSLA como un puente estratégico entre EE.UU. y China. Un episodio clave para entender cómo la tregua comercial y el boom en IA están redefiniendo el mercado. ¡No te lo pierdas!
En este episodio cubrimos los desarrollos clave que mueven el mercado: • Mercado en rojo por tensión comercial y Fed: Futuros: $SPX -0.7%, $US100 -1%, $INDU -0.7%. Persisten los temores por la falta de avances comerciales, comentarios arancelarios de Trump, y la expectativa por la decisión de tasas de la Fed este miércoles. $NFLX sigue presionado y $F cae -2.7% tras retirar su guía anual. • IBM impulsa IA híbrida con alianzas estratégicas: $IBM presentó nuevos productos de IA en THINK, apuntando a integración empresarial con aliados como $ORCL, $AMZN, $MSFT y $CRM. Lanza su suite watsonx en Oracle Cloud y reafirma inversión de $150B en EE.UU. para mainframes y computación cuántica. • DoorDash compra Deliveroo: $DASH adquiere a $DROOF por $3.9B, sumando 7M de usuarios en 9 países. Expande presencia en Europa y fortalece estrategia internacional tras la compra de Wolt en 2022. El grupo combinó $90B en pedidos brutos en 2024. • Pony.ai y Uber expanden robotaxis globales: $PONY +12% en premarket tras anunciar alianza con $UBER en Medio Oriente. Uber también amplía colaboración con WeRide $WRD a 15 ciudades. Uber continúa tejiendo una red global con más de 15 alianzas en tecnología autónoma. ¡Dale play y prepárate con lo más relevante antes de la apertura del mercado!
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world, 2. How Indian automakers finished FY25 as well as their March sales, 3. Why I believe Orace (ticker: ORCL) is a great long-term buying opportunity. Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com.
Jessica Inskip turns to three companies she believes can rally as winners in a tariff-induced market. She points to TJX Companies' (TJX) ability to adjust its supply chain, Ventas' (VTR) margin strength due to its aging population, and Oracle's (ORCL) potential TikTok tailwind. Rick Ducat dives into the technical trends of the charts.======== 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 correction continues. We give our opinion on what investors should be doing right now. We review some top analyst opinions on currently low-priced AI and Quantum Computing Stocks. We also build a model income portfolio for retirees and take a look at what the "Oracle of Omaha", Warren Buffet, is buying right now.
Inflation, tariffs, recession fears, and major policy shifts. Today's market is clouded with uncertainty. But when good information is hard to come by, insider moves can provide clarity. Join Ben Silverman and Verity Senior Analyst Max Magee as they uncover how insider buying, selling, corporate buybacks, and executive compensation can help guide investors through volatile times.Tickers discussed: ORCL, JBHT, MPC, BAHIn this episode, Ben and Max explore:Oracle's unexpected insider purchase amid speculation of a TikTok deal and historical ties to government contracts.JB Hunt's logistics executive placing a substantial $10 million bet despite tariff uncertainties.Marathon Petroleum's insider action signaling optimism amid energy sector turbulence.Defense contractors like Booz Allen strategically responding to market headlines through insider buying.Edited, mixed, and scored by Calvin Marty.
Tom White puts together 2 example trades in 2 big tech stocks: Nvidia (NVDA) and Oracle (ORCL). For Nvidia, Tom points out the reports of a chip shortage in China before looking at a neutral to bullish cash secured put strategy. Then, Oracle's role in ongoing TikTok negotiations might be tied to tariffs. Tom puts together a bullish strategy using a call vertical.======== 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
Steven Dickens believes the A.I. trade isn't just alive, but growing stronger. He points to bullish sentiment behind Nvidia (NVDA) CEO Jensen Huang's GTC 2025 presentation as signs that the industry isn't going away. In the software space, Steven points to Oracle (ORCL) as a key player to evolve cloud and agentic A.I. technology.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Will this week be a bust like the last few weeks or do we have enough news catalysts to push us higher? A fed meeting and a few major NVDA events are here - what will the markets do? Get the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. Has the market bottomed? Look at this chart and 10 stocks that have turned $5k in to $1 Million - how long it took 2. A master class of what to invest in - fundamental stocks that have performed bad typically rebound harder when the market rebounds3. Scans to import to Trendspider even during your trial period - these can help you find stocks4. $QQQ - Go no Go says NO GO for the first time, but the 4 hour algorithm says buy - what's right? 5. Bessent says the market WILL go lower 6. NVDA event7. Fed Meeeting8. $APP and $TTD 9. $AVGO - I love the stock10. $ORCL taking over Tik Tok TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
According to a report from The Information, Oracle (ORCL) is a top candidate for U.S. ownership of TikTok. Solo Ceesay talks about how the deal can impact app users and what it means for "decentralized media."======== 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 trend of fading rallies continued today as all indices closed in the red. The SPX also entered correction territory. A notable winner of today's session was Intel (INTC), up about 15% after announcing its new CEO. Microsoft (MSFT) has new bullish sentiment from DA Davidson, calling it a "best positioned" Mag 7 stock amid consumer slowdown. In the social media space, one report claims Oracle (ORCL) is being looked at as a company to assist in U.S. ownership of TikTok. Caroline Woods has more on the day's top 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
S&P Futures are displaying slight gains after yesterday sell-off. Markets are showing concerns with elevated premiums in tech stocks and President Trumps economic agenda / tariff action. Delta Airlines cut their Q1 guidance and indicated the reduction in consumer and corporate confidence caused by macro uncertainty. President Trump is scheduled to meet with the CEO's of CSCO, JPM & C today. Congress may vote on the Continuing Resolution bill today; passage of the bill remains challenged in both the House and the Senate. Shares of ORCL & DKS are moving lower after their earnings announcements.
Delta Airlines (DAL) plummets after cutting guidance. Oracle (ORCL) shares are jostling after a missed 3Q earnings report. Tesla (TSLA) is on the move after shedding 15% on Monday. Tom White runs through the top movers ahead of Tuesday's open.======== 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
Oracle (ORCL) opened lower today despite an initial jump following Monday's after-hour earnings. Diane King Hall dives into the report and shows the numbers that may be troubling investors. Kohl's (KSS) opened at its year-low after releasing its report and slashing its dividend. Diane also turns to Lennar (LEN) after Keefe Bruyette & Woods downgraded the stock to market perform from outperform.======== 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
Before you "Buy the Dip" - make sure you size in correctly and ensure you have a strategy and a plan. Personally I don't think we're done going down. Get the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. Is this crash enough? My answer - NO2. 6 min video that explains it all 3. Is this Covid again? Maybe4. Cramer's prediction5. Where is $SPY support? 6. Biggest movers - $TSLA - can't hold it - $DAL killed the consumer economy 7. $JPM $GS - insiders were selling8. $AAPL in a range9. Value or Momentum? They are trending together10. $ORCL earnings were REALLY good 11. Watch lists12. Google and $NEE 13. 4 hour algorithm stocks that are bullish TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
En este episodio, exploramos los eventos clave que están impactando los mercados y sectores estratégicos: Wall Street intenta recuperarse: El $SPX y el Nasdaq rebotan tras la fuerte venta del lunes, donde el mercado perdió $4T en valor. Analizamos qué señales puede dar el informe JOLTS sobre la salud del mercado laboral. Tesla en caída libre: $TSLA se desploma un 15% ante preocupaciones por entregas débiles en Q1. Con UBS reduciendo su estimación a 367K y protestas contra Musk, discutimos si Tesla podrá cumplir su meta de más de 2M de entregas en 2025. CoreWeave y OpenAI firman un acuerdo millonario: La startup respaldada por $NVDA firma un contrato de $11.9B para proveer infraestructura de IA a OpenAI, reduciendo su dependencia de Microsoft. Además, OpenAI comprará $350M en acciones de CoreWeave antes de su esperada IPO. Oracle decepciona en ingresos pero crece en contratos pendientes: $ORCL reporta ingresos por debajo de lo esperado, pero destaca su backlog de $130B con acuerdos con OpenAI, xAI, Meta, $NVDA y $AMD. ¿Puede este crecimiento compensar la debilidad actual? Viking Therapeutics avanza en tratamientos contra la obesidad: $VKTX asegura producción masiva para su candidato VK2735 con CordenPharma. Exploramos cómo este acuerdo refuerza su posición en la creciente industria de tratamientos para la obesidad. Acompáñanos para entender cómo estos eventos están moldeando los mercados, la tecnología y la innovación en salud. ¡Un episodio lleno de análisis estratégico!
S&P Futures are falling this morning as markets fade Friday's positive comments on the economy from Fed Chair Powell. In an interview over the weekend, President Trump said the economy faces a period of transition and did not rule out a recession. Economic data out of China over the weekend came in weak. Inflation data is on tap this week with report on CPI & PPI due out. Congress is working on a bill to avoid a government shutdown later this week. On the earning front reports are due out this week include ORCL, KSS, DKS, CASY, ADBE, & ULTA.
The Futurum Group's Ron Westfall dives into Oracle (ORCL) ahead of its earnings report. Like most of Wall Street, he's looking for the company's latest commentary on all things A.I. as the company will play a central role in Project Stargate.======== 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
Angelo Zino believes Oracle's (ORCL) earnings "should be fine." He thinks investors will watch for the company's outlook, especially when it comes to compute demand, along with supply and demand. Angelo says that supply will hinge on Nvidia's (NVDA) Blackwell chip. Tom White offers a pair of example options trades in Oracle.======== 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
Oracle (ORCL) reports earnings after the bell, but can it buck the trend of a down tech sector? Danielle Shay and Alonzo Munoz weigh in on the stock's prospects, citing a strong earnings history and potential for growth in cloud infrastructure. However, they also flag concerns over the broader market sell-off and Oracle's own recent volatility. The also discuss other tech names that could be due for a rebound, including Tesla (TSLA), Meta (META), Alphabet (GOOGL), and Amazon (AMZN).======== 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
Kevin Green and Caroline Woods react to Monday's market selling before turning their attention to Oracle (ORCL) earnings. The company reported mixed earnings but increased its dividend from $0.40 to $0.50 per share. ORCL CEO Larry Ellison says the company is "on schedule to double our data center capacity this calendar year."======== 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
Last week's sea of red poured into markets to start this trading week. The Mag 7 leaders are responsible for a lot of the weakness due to Alphabet's (GOOGL) antitrust woes, while Apple (AAPL) pushed back A.I. enhancements to Siri until 2026. Oracle (ORCL) managed to hold its stock price after hours rally despite a slight miss in earnings. Caroline Woods walks 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
Are you buying the dip? Make sure you have a strategy for that because there is more downside Get the Top 10 stocks of 2025 from Seeking AlphaLimited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 1. Key Levels 2. VIX - 10 Year3. Why 5700 on the S&P is key? 4. Trump 1.0 vs. 2.0 - how to navigate this? 5. Earnings haven't been a catalyst 6. Strategies - here are winners! 7. $COST $TSLA $MSFT $META $RDFN $COIN 8. Biggest Movers 9. $CRDO - Why buy now? 10. Crypto11. 10 Stocks to buy now from Morningside12. $ORCL and 1 stock reporting this week to buy 13. Is $AVGO a buy now? TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
S&P Futures are positive this morning ahead of today's Non-Farms Payrolls report this morning. President Trump is holding a Crypto Summit at the White House today, last night he signed off on the creation of a strategic bitcoin reserve. Fed Chair Jerome Powell is scheduled to speak today. Tariff news continues to dominate the sentiment, markets react negatively to uncertainty and tariff process has been highly chaotic. On the earning front, AVGO, GAP and GWRE are higher after their releases. Earnings reports due out next week include ORCL, KSS, DKS, CASY, ADBE, & ULTA.
A majority of the latest earnings disappointed markets. Can this week's earnings spark hope for a rebound? Jenny Horne turns to developments in Adobe (ADBE), Dick's Sporting Goods (DKS) and Oracle (ORCL) ahead of their reports. Rick Ducat dives into the technical trends behind all three 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
"Uncertainty is a death knell for the market," says Ted Weisberg. He expects stocks to recover once more plans come out of Washington. Ted says Big Tech may have fallen out of favor for the moment but tells investors, "at some point, they're going to be okay" and recover. Some of Ted's tech buys include Meta Platforms (META) and Oracle (ORCL).======== 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 Tariff Kid - Tariff on Tariff off! US Manufacturing turns the corner. A quick check on earnings and some thoughts on the economy. And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)
Follow Investing Unscripted here: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo?si=907c61d1fcce4a1f https://www.youtube.com/@InvestingUnscripted https://x.com/InvestingPod https://www.instagram.com/investingunscripted Join Chip Stock Investor on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers In this special episode, Jeff and Jason from @InvestingUnscripted discuss the recent AI market shakeup with Chip Stock Investors, Nick and Kasey Rossolillo. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. They also touch on the short-term vs. long-term outlook for companies like NVIDIA and the broader semiconductor industry. Chapters: 01:49 Market Reactions and AI Impact 03:35 DeepSeek and AI Market Uncertainty 06:11 DeepSeek's Technological Impact 10:34 Big Tech's AI Investments 17:06 NVIDIA and Cloud Computing 27:17 The Evolution of Search Algorithms 28:14 Understanding Jevons Paradox in Technology 30:05 Real-World Examples of Technological Paradoxes 33:05 Market Reactions to AI Innovations 34:09 The Importance of Diversified Portfolios 42:08 The Future of AI and AGI 49:08 Long-Term Investment Strategies in AI Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. Be sure to check out https://chipstockinvestor.com/ 03:35 DeepSeek and AI Market Uncertainty 06:11 DeepSeek's Technological Impact 10:34 Big Tech's AI Investments 17:06 NVIDIA and Cloud Computing 27:17 The Evolution of Search Algorithms 28:14 Understanding Jevons Paradox in Technology 30:05 Real-World Examples of Technological Paradoxes 34:09 The Importance of Diversified Portfolios 42:08 The Future of AI and AGI 49:08 Long-Term Investment Strategies in AI Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM Subscribe to our portfolio on Savvy Trader Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content To get 15% off any paid plan at finchat.io, visit https://finchat.io/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 Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more. Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply. 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest
The Impact of Flagrant Braggadociousness Hard rug pull? Tariffs - giving out like candy TikTok Saga continues - with a twist 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 - The Impact of Flagrant Braggadociousness - Hard rug pull? - Tariffs - giving out like candy - TikTok Saga continues - with a twist Markets - Deflating Stocks - Thread Pull (Before the rug pull) - Monday Mayhem - S&P 500 down 1.9%, Equal Weighted down 0.35% - DEEPSeek - Tuesday - plenty of buyers stepping in .... - Staples, Banks are in favor all of a sudden... ANNOUNCING a New CTP! $600 Billion Lost Monday - for one company! BIGGEST one day drop ever! Monday Markets - News of a cheap AI model (program/app) from China hit the tape and it pulled the loose string and tech / markets felll apart. - DeepSeek, has more downloads that ChatCPT - DeepSeek's latest app comes just days after Mr. Trump announced a new $500 billion venture with ChatGPT maker OpenAI, Softbank and Oracle, dubbed Stargate, which he touted as ensuring "the future of technology" in the U.S. (Which is higher than anyone could calulate as the actual value- more like $60-$80 billion) - ORCL -13%, NVDA -17%, AMD -7%, ASML - 8%. Nuke power companies getting squashed - NASDAQ 100 down 3.2% - DeepSeek is also catching investors off guard because of the low development costs for its AI app, which Wedbush Securities analyst Dan Ives pegged at only $6 million. By comparison, OpenAI, Google and other major U.S. companies are on track to invest a total of roughly $1 trillion in AI over the coming years, according to Goldman Sachs. - FWIW - DeepSeek excels in technical tasks like coding and reasoning, while ChatGPT is better for creative writing and conversational tasks - Founder Liang, who had previously focused on applying AI to investing, had bought a "stockpile of Nvidia A100 chips," a type of tech that is now banned from export to China. Those chips became the basis of DeepSeek, an MIT publication reported. - DeepSeek is looking to differentiate from its competitors with its reasoning capabilities, meaning that before delivering the final answer, the model first generates a “chain of thought” to enhance the accuracy of its responses. - Question: Will this shed reality on the AI bubble or just a bump in the road? ---- Lesson: As an investor, be careful of the current administration's hype - we saw this last time and many of the "deals" never got done fully or at all. ---- In addition, DJIA was flying high as staples and other ramping. HD, CRM, JNJ - 10Yr Yield drops to 4.52% Hard Rug Pull - Hard rug pull: The developers have no intention of completing the project and plan to scam investors from the start In the End... - The narrative with switch... Was: How great all of this as capital spend is going to be great! - Will morph to: No need for capital spend therefore companies will have the benefit of not spending the money! - The usual Wall Street Machine --- Update: That has already started in the background. The idea that this is great as there is more competition AND a layer has been built that can support faster and cheaper build out of this AI ..... One More Thing - Wang (CEO of ScaleAI) said DeepSeek actually has more H100 chips from Nvidia than expected — about 50,000 of them. - At $25,000 a piece that is $1.25 billion. Sooooooo how is it that it took only $6 million to build.. Big Cuts - The Trump administration is offering millions of federal workers the option to accept buyouts through a government-wide "deferred resignation" program if they resign by Feb. 6. - Those who accept the offer will receive pay and benefits through Sept. 30,
Our Stock Pickers Episode. Find out about the top stock holdings of Warren Buffet, Bill Gates, Nancy Pelosi, and Mario Gabelli. We also review the 500-billion-dollar Stargate Data Center Deal, and which Stocks and ETFs could benefit the most.
Businesses should do well with reduced regulations going forward Reducing regulations saves companies both time and money and time is always money. Starting in 2025, it is expected that for every new regulation that goes on the books, 10 regulations must be eliminated. I was unaware of what is known as the congressional review where a new President along with Congress can undo certain rules that the previous administration put on the books in the last few months. At this time, we're not sure which ones will be eligible for elimination, but you will likely see some rules that perhaps made no sense to many people could be reversed in 2025. There could be a fight brewing between California and the federal government over some of these changes in regulations and California could lose their waiver and authority to ban the sale of new gasoline powered cars by 2035. The federal government wants control back over the auto industry, and does not want to allow states to come up with separate rules. That could ease pressure on both the auto companies and consumers as well. One that I'm not sure on is eliminating bank watchdogs like the FDIC. I like the idea of pulling back on the regulations, but maybe this is one that should be controlled not eliminated? Be prepared in 2025 for many changes in business, I believe most will be helpful. History has proven in the recent past that tariffs can cause problems in the economy and the markets as well. We have talked for the past month or so that we have been lightening up on our investments, which does not mean we went to 100% cash but a more reasonable level of around 20% in cash and 80% invested. A big reason for this is I believe currently the markets are incorrectly ignoring what the potential tariffs will do in the short term. It was only about six years ago when we had tariffs and that caused disruption in supply chains and rising manufacturing costs along with declining profits for some corporations. Our trading partners did not simply give in to the demands. Looking at China in particular, in September 2019, an additional $113 billion of tariffs were imposed on top of roughly $50 billion of tariffs that were already in effect. Each time the tariffs were raised, there was retaliation from China. This began to cause wild swings in the stock and bond markets. It is important as well for investors to understand when tariffs were imposed in 2018, the economy was doing well. That was because of recent tax cuts that reduced the corporate income tax from 35% down to 21%, which was a 40% decline. Now in 2025 there are no big tax cuts that the economy and businesses are benefitting from, which could hurt corporate profits in the short term. There is a potential tax relief bill that must go through Congress, but that would not be felt by anyone until the summer or late fall of this year. No one knows for certain how long it takes tariffs to benefit the economy because last time the world and trade fell apart as Covid changed everything. So for now, we will just have to wait and see how long it will take before the United States sees a benefit to tariffs, which I do believe long-term they are a good thing. With some potential short-term headwinds from these trade conversations, I think it's important to not be overly aggressive with your portfolio and to make sure you're holding strong businesses with low valuations that do not rely heavily on overseas trade. Liquor sales are declining and the bourbon boom seems to have passed It used to be investing in alcohol companies like Brown-Forman, who is famous for Jack Daniels, and other alcohol companies was a relatively safe investment over the long-term. But it appears that peoples liquor cabinets are still full from the Covid years when they over bought many types of booze for drinking at home and they still have a good amount of that alcohol left. No help to the industry is the anti- obesity drugs, the legal use of cannabis and some people switching to non-alcoholic drinks. The recent warning from the US Surgeon General recommending alcohol bottles should have a warning label on them about cancer could also hurt sales temporarily. We can't forget about the tariffs that are coming as this will likely be another heavy weight on alcohol and bourbon sales and profits. While writing about the decline in bourbon sales, I thought I would go to my bar to see if I had any bourbon to try. I took a shot of it and it burned all the way down. I personally don't know why Bourbon is so popular in the first place. With that said I guess maybe others are agreeing with me, US whiskey sales declined 1.2% in 2023, which was the first decline in 21 years. In the first nine months of 2024 there was additional drop of 4%. Your bigger distillers have the balance sheets to whether the storm, but your smaller craft distillery companies are beginning to close. I do believe this will probably change course maybe not in 2025, but perhaps come 2026 more distillers could quit the business, which will leave room for the big companies to pick up that slack and see their sales and profits increase. What Really Matters when Getting a Mortgage When getting a mortgage, everyone's top priority is to get the best rate. However, it is equally as important to understand what it took to get that rate. When you get a mortgage, there are origination costs called points that you can buy to reduce your mortgage rate. In other words, you can buy down that rate for a cost, and this typically doesn't get analyzed correctly. Let's consider an example using current market rates. For a well-qualified buyer, the par rate is about 6.75%, meaning there are no added point costs. If the borrower wanted, they could pay a point, which costs 1% of the mortgage balance, in exchange for a lower rate of 6.375%. On a $600k loan, this point would cost $6,000. The question is, how long would it take for the interest savings from the lower rate to recoup the additional $6,000 point cost? In this example assuming a 30-year mortgage, it would take almost 3 years. That may not seem like a long time, but in the current interest rate environment, most experts agree that mortgage rates will be coming down at least slightly, especially within 3 years. This means if you forgo paying the point and accept the higher rate and higher accompanying monthly payment, as long as you are able to refinancing into a lower rate within 3 years, you will come out ahead. On the contrary by paying a point, you believe that right now mortgage rates are at their lowest point for the next 3 years, which is a strong stance to take. I believe there will be opportunities to refinance into lower rates, meaning the overall cheapest way to structure a mortgage now is with a higher interest rate. You can even take this a step further by accepting a rate above the par rate in exchange for credits from the lender that can be used to pay closing costs and some of the mortgage interest. In our $600k mortgage example, taking a rate of 7.125% would come with approximately $7,500 of credits. A rate of 7.125% might look expensive, but as long as you can refinance within 3 years, that rate option gives you the lowest overall cost of borrowing. Companies Discussed: Costco Wholesale Corporation (COST), Oracle Corporation (ORCL), The Walt Disney Company (DIS) & General Dynamics Corporation (GD)
At new all-time highs, the market's valuation concerns aren't going away anytime soon. But they're also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market's valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders. AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep (32:30) Asit and Jason check in on their new year's resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
...as if it didn't have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace's razor-and-blades business model. Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn't look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG To become a premium Motley Fool member, go to www.fool.com/signup Host: Mary Long Guests: Asit Sharma, Seth Jayson Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Melissa Otto shares enthusiasm for the recently-announced Stargate A.I. initiative. She believes the $500 billion investment could pay off if the U.S. leads global A.I. growth. She turns to generative A.I. and its "rising tide" in the enterprise phase. George Tsilis later looks at bullish example options trades in Microsoft (MSFT) and Oracle (ORCL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What started as a mixed day ended with all four indices closing higher and the SPX tapping a new intraday record. Included in the rally: GE Aerospace (GE), which reached an 18-year high after a notable earnings beat and promise of a share buyback. Palantir (PLTR) has a path to becoming the "next Oracle (ORCL) or Salesforce (CRM)" according to Wedbush, and nuclear stocks like Constellation Energy (CEG) rallied thanks to a small-cap collaboration. Oliver Renick runs through the day's biggest stories. ======== 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/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Trump administration's planned $500 billion Stargate project promises lots of A.I. promise. Angelo Zino says the biggest question surrounds how big the endeavor can get. However, he believes Oracle (ORCL) and Microsoft (MSFT) will be the biggest winners. Ivan Feinseth argues that many companies will want to join the initiative with how quickly A.I. has integrated into everyday life. ======== 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/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Jenny Horne details the latest bullish call on Palantir (PLTR) as Wedbush raises its price target to $90 from $75. Analyst Dan Ives' continues to refer to the stock as the "Messi of A.I." and maintains an Outperform rating on PLTR. He sees room for 17% more growth and makes the case that PLTR could become the next Oracle (ORCL) or Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Ted Weisberg discusses his trades in United Airlines (UAL) and American Airlines (AAL), saying he “got a little too greedy.” He also talks the broader market, casting his strategy as “wait-and-see” amid “pricy” markets. He thinks insurance companies are a “good buy” when they're knocked down, saying they just charge higher premiums and get their money back. ======== 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/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Trump administration aims to use $500 billion to build A.I. data centers in the U.S. Oracle (ORCL), OpenAI and Softbank will head the project and plan to front $100 billion as an initial investment. Kevin Green says Stargate offers a lot of benefits if it comes to fruition, but the hard part will be getting the money. He looks ahead to Stargate's long-term impact by weighing inflation risks behind the project. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Netflix (NFLX) hits a new all-time high, United Airlines (UAL) rises after strong earnings, and Oracle (ORCL) rallies after the announcement of its Stargate partnership. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
En este episodio, analizamos las noticias más relevantes que están marcando el rumbo de los mercados financieros y tecnológicos: Movimientos en los índices: El Nasdaq lidera las subidas, impulsado por un aumento de +14.8% en $NFLX tras resultados récord y un crecimiento masivo en suscriptores. El $SPX y el Dow también cerraron al alza, respaldados por optimismo en proyectos de infraestructura de IA bajo la administración Trump. Proyecto "Stargate" y el auge de la IA: La ambiciosa iniciativa de $500B busca posicionar a EE.UU. como líder en inteligencia artificial, con empresas como $ORCL, $NVDA y $SMCI en el centro de esta revolución tecnológica. Exploramos cómo esta apuesta está generando empleo, inversión y avances en diagnóstico médico. Google y Anthropic: $GOOG intensifica su competencia en el sector IA con una inversión adicional de $1B en Anthropic, creadora del chatbot Claude. Discutimos cómo esta estrategia refuerza la posición de Google frente a OpenAI y otros jugadores clave. Perspectivas de $SNOW: Wedbush eleva su precio objetivo para Snowflake, destacando su papel central en la adopción de IA a través de servicios en la nube. Analizamos por qué se proyecta como líder en un mercado de $2.3T en la próxima década. Computación cuántica en expansión: Quantinuum, de $HON, impulsa el sector con un nuevo centro de I+D en Nuevo México. Las acciones de empresas como $RGTI y $IONQ reaccionan con subidas impresionantes. Evaluamos el impacto a largo plazo de esta tecnología. $MSTR apuesta por el bitcoin: Los accionistas aprueban una expansión masiva en acciones para financiar compras de bitcoin, mientras la criptomoneda sube un 35% desde la elección de Trump. Discutimos las implicaciones de esta estrategia en el balance de $MSTR y el mercado cripto. Acompáñanos para desglosar cómo estas historias están moldeando el futuro económico y tecnológico. ¡Un episodio imperdible!
Today's Inside Out trades turn to the A.I. industry. Eric Lynch discusses what's behind Nvidia's (NVDA) moderating growth, noting that the company's margins will spur a future breakout. He sees Oracle (ORCL) as a company connected to A.I. that has more room to grow as the tech develops. Alex Coffey later looks at bullish-leaning options trades for both companies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The NDX tapped new highs but the other indices didn't gather that same strength during a weaker market week. However, Broadcom (AVGO) shined as a huge winner thanks to an earnings rally that sent its stock to its own all-time high. Alphabet (GOOGL) gained the most out of its Mag 7 peers after announcing what it considers a groundbreaking quantum chip. Software showed weakness with Oracle (ORCL) and Adobe (ADBE) slipping after earnings. Oliver Renick runs through the week's biggest market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Oracle (ORCL) falls after an earnings miss, Toll Brothers (TOL) slides after better-than-expected 4Q results, and Tesla (TSLA) gets a bullish analyst call to begin the day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Oracle (ORCL) was "teed up to have a perfect quarter," according to Derrick Wood. He argues potential headwinds in its guidance sparked the sell-off. Angelo Zino agrees the earnings "were perfectly fine," making the point Oracle ran up too far, too fast. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
We're back with another episode of The Option Block brought to you by Public. On this episode, we: Discuss the latest in the markets including small caps Talk about the most active equity options for the day including PTLR Review the November options volume numbers from Options Clearing Look at earnings volatility in ORCL, OLLI, PLAY, ADBE Examine the latest unusual options activity in NVTS, MLCO, TIGR Explain why we consider volatility an asset class And much more With your hosts: Mark Longo, The Options Insider Media Group "Uncle" Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk. Option 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. 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. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
S&P Futures are displaying weakness this morning with key inflation readings due out this week. Advertising stocks are higher on M&A activity. APO and WDAY are being added to the SPX index replacing QRVO and AMTM effective 12/23. Earnings announcements this week include ORCL, TOL, PLAY, GME, ADBE, CIEN, COST, AVGO and LEN. In Europe stocks trading mostly higher with an ECB meeting this week, a rate cut is expected. Oil prices are higher this morning as China looks to boost its domestic economy.
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