POPULARITY
238 episodes with pltr
57 episodes with pltr
46 episodes with pltr
13 episodes with pltr
31 episodes with pltr
21 episodes with pltr
11 episodes with pltr
11 episodes with pltr
12 episodes with pltr
14 episodes with pltr
7 episodes with pltr
11 episodes with pltr
11 episodes with pltr
12 episodes with pltr
6 episodes with pltr
12 episodes with pltr
12 episodes with pltr
5 episodes with pltr
5 episodes with pltr
10 episodes with pltr
3 episodes with pltr
5 episodes with pltr
3 episodes with pltr
2 episodes with pltr
4 episodes with pltr
3 episodes with pltr
2 episodes with pltr
Daniel Mahncke and Shawn O'Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus's A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growing revenue at over 90%, with net dollar retention at 157% and adjusted operating margins above 60% — a Rule of 40 score of 155%, roughly double what the best software companies in the world achieve. It also trades at around 60 times sales, which is why The Economist called it possibly the most overvalued firm of all time. Daniel and Shawn discuss whether the ontology layer is a sustainable moat now that Microsoft and Google have launched competing products, what Alex Karp and Peter Thiel's politics mean for a company selling to Western governments, and why twenty years of losses turned into the fastest-accelerating software business on the market. In the end, Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:29) How Palantir's Ontology actually works (00:16:26) How AI turned around Palantir's business (00:20:59) Why Palantir has the best margins in the industry (00:34:22) Why no one seems to be able to copy Palantir's Ontology (00:38:01) How Palantir grows its customer base (01:07:36) Palantir's valuation discussion (01:11:37) How much Palantir stock is actually worth (01:12:52) Whether PLTR will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Satish Terala's AI Masterclass. Future Investing's Interview with a Palantir FDE. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus's A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growing revenue at over 90%, with net dollar retention at 157% and adjusted operating margins above 60% — a Rule of 40 score of 155%, roughly double what the best software companies in the world achieve. It also trades at around 60 times sales, which is why The Economist called it possibly the most overvalued firm of all time. Daniel and Shawn discuss whether the ontology layer is a sustainable moat now that Microsoft and Google have launched competing products, what Alex Karp and Peter Thiel's politics mean for a company selling to Western governments, and why twenty years of losses turned into the fastest-accelerating software business on the market. In the end, Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:29) How Palantir's Ontology actually works (00:16:26) How AI turned around Palantir's business (00:20:59) Why Palantir has the best margins in the industry (00:34:22) Why no one seems to be able to copy Palantir's Ontology (00:38:01) How Palantir grows its customer base (01:07:36) Palantir's valuation discussion (01:11:37) How much Palantir stock is actually worth (01:12:52) Whether PLTR will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Satish Terala's AI Masterclass. Future Investing's Interview with a Palantir FDE. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Scribe Plus500 Netsuite Plaud References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
PLTR 2026 Q2 財報與估值講座 活動連結：https://miula.kaik.io/events/7b686abf-118f-47ef-93dc-b22db5239dc2 科技巨頭解碼訂戶專屬：https://vocus.cc/salon/miula/products/pltr2026q2 EP330. 輝達 GPU 要漲價、中國機器人跑很快、特斯拉新消息更新 | M觀點 (00:40) EP330 預告 (01:56) 業配時間：Palantir 第二季財報分析與估值講座 (03:46) 第一個話題：輝達 GPU 漲價 (19:56) 第二個話題：中國機器人很會跑 (33:53) 第三個話題：特斯拉新消息更新 M觀點資訊 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn
Software is the name of the game for Tim Bohen's Big 3 picks. With Palantir (PLTR), he believes the software giant continues to deliver on top-tier AI development and sales. Tim also sees strength in cybersecurity, pointing out CrowdStrike (CRWD) and Cloudflare (NET) as favorites. Rick Ducat takes investors through the key levels to watch in all three stock 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
Bob Lang believes people are experiencing FOMO as stocks continue to show strength near record highs. He points to significant call-buying activity in Big Tech options like Palantir (PLTR), Nvidia (NVDA), and Microsoft (MSFT) as key indicators risk appetite is not fading. ======== 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
Chris Wang highlights Palantir's (PLTR) AI-driven momentum, pointing to real-world efficiency gains that are fueling investor enthusiasm. He also discusses Warby Parker's (WRBY) store expansion and Alphabet (GOOGL) partnership, along with Chewy's (CHWY) recurring revenue model and margin growth opportunities through veterinary services.======== 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
AI Spending Pays Off? META, PLTR, AMZN & CELH Earnings BreakdownIs all the massive AI spending finally paying off?This week on Let It Grow Investing, we break down earnings from Meta, Palantir, Amazon and Celsius Holdings.
We cover the sharp market turnaround to the upside, especially in tech stocks. Will it last?We tell you about the best performing market sectors over the past month. We also get great market insights from CIO and fund manager of the Frank Value Mutual Fund, Brian Frank.
SpaceX and Palantir helped put an exclamation point on a wild week in the options market. On this episode of The Hot Options Report, we break down the most active names on the options tape, including a sharp rebound in SpaceX as concerns surrounding its lockup begin to ease and another powerful move higher in Palantir following earnings. We also dig into the options action in Tesla, NVIDIA, Apple, Micron, Strategy, Amazon and Hertz, highlighting the hottest strikes, unusual activity and which trades ultimately paid off. Plus, we kick things off with the latest Silver Sweeps scan featuring BABA, PLTR, SPCX and GDX. For more options activity, unusual options flow and powerful market scans, visit TheHotOptionsReport.com.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcPrepare for Monday‼️ HUGE moves could be setting up in Palantir, NVIDIA, Amazon, Microsoft, Apple, AMD, and Intel.In this OVTLYR OVTLOOK, Chris breaks down the biggest stock-market setups heading into the week—and the signals that could tell us which names are ready to move first.Watch for:• The key levels in PLTR, NVDA, AMZN, MSFT, AAPL, AMD, and INTC• Where money may be rotating next• Which AI and mega-cap stocks have real momentum• What market breadth is signaling before Monday's open• The confirmation levels to watch before taking actionThe goal isn't to chase headlines—it's to spot opportunity before the crowd sees it.Get 14 days of OVTLYR free: https://www.ovtlyr.comNot financial advice. Trading involves risk.#PLTR #NVDA #AMZN #MSFT #AAPL #AMD #INTC #StockMarket #StocksToWatch #InvestingHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan
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 (02:03) SpaceX's revenue projections and funding challenges (15:08) Uber's recent earnings and growth metrics (25:49) Trade Desk's earnings and market position (28:57) Coupon's earnings, challenges, and future prospects (33:45) Remitly's strong quarter and market position (36:53) Google's AI talent loss and its impact (50:04) Mercado Libre's growth, margins, and Latin American opportunity (01:00:11) Michael Saylor's Bitcoin song ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
The markets are doing well, major indexes are near record highs, and earnings season has produced plenty of beats and raised forecasts. But whether stocks are soaring or falling, investors should remember one important lesson: this too shall pass.Negative headlines can make investors feel like they need to sell when prices are falling or chase stocks when prices are rising. Palantir is a perfect example. When PLTR was trading just above $100, negative articles were everywhere. After crushing earnings this week, the stock has now gained nearly 40%.The July employment report showed that the U.S. lost 23,000 jobs when economists expected more than 80,000 jobs to be added. While that is concerning for the economy, weaker employment data may also reduce the likelihood of the Federal Reserve raising interest rates soon.SpaceX's first lockup period also expired, making more than 900 million additional shares eligible for public trading. Many investors expected heavy selling pressure, but SpaceX shares finished the week up approximately 23%.AI continues to be another major theme. Palantir is producing real growth, semiconductor stocks moved higher, and Airbnb showed how AI agents can improve customer service, increase productivity, and reduce operating costs. Airbnb shares jumped more than 17% after earnings.Now imagine similar efficiency improvements being adopted across companies such as UPS, Amazon, Home Depot, and thousands of other businesses. We believe the AI buildout is still early, and companies are already demonstrating that the technology can produce meaningful financial results.The long term plan remains the same: stay invested, stop trying to time every market move, dollar cost average, and trust the process.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.
This past week saw mixed performances in the stock market – large-cap stock indexes continued to climb with the NASDAQ leading the way with a 2.3% increase due to strong earnings from major tech companies, but mid and small-cap indexes saw declines due to announcements from the Federal Reserve. It’s a tech-focused show this week as the shop digs into the large-cap bump, reveals which small and mid-caps are worth hanging on to, and why precious metals are showing signs of life at GLD and COPX. In this video for educational purposes only, Don Vandenbord, Connor Bates, Todd Thomas, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 01:00 – This Week in the Markets 12:30 – Signs of Life in Precious Metals – GLD, GDX, COPX, CPER, PIK, FCX 19:30 – Volume Catalysts – CHYM, TWLO, ABNB, PLTR, AMZN, MSFT 25:00 – Signs of an Uptrend – ARKG, XBI, NTRA, TWIST, NGH 31:45 – One Last Look at the S&P 500 The Your Money Radio Podcast covers general topics and investment ideas for research. It is for educational and entertainment purposes ONLY and is NOT meant to be investment advice. If you want or need investment advice, contact your own advisors or reach out to Revere Asset Management for individual investment advice. For more information contact us. The post LARGE CAPS UP, SMALL CAPS DOWN AS TECH BOOMS | Your Money Podcast Ep. 602 appeared first on Revere Asset Management.
【M觀點獨家優惠】Acerpure HD3 吹風機 七夕送禮首選！宏碁 Acer 推出 Acerpure HD3 吹風機，3分鐘極速快乾，搭配 1.6 億 PINOKI 水潤離子鎖水抗毛躁！434g 可折疊極輕量，隨機附兩種吹嘴，換髮型輕鬆搞定！ ⏰ 全網最低價！七夕限時下殺驚喜甜甜價
On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEveryone loves the wheel strategy when stocks are going straight up... but what happens when the trade turns against you? What happens when the put you sold goes deep in the money, the stock keeps falling, and now you're stuck deciding whether to take assignment, sell covered calls, average down, or simply admit the trade was wrong?This conversation breaks down the dark side of the wheel strategy that most YouTube videos avoid. Using Palantir, Micron, and real option examples, the discussion explores how a simple income strategy can turn into a complicated losing trade, why selling more puts into a falling stock can make things worse, and why "hope" is not the same thing as having a trading plan. The biggest takeaway? Sometimes the best risk management decision is to close the trade and move on. The transcript repeatedly contrasts holding and hoping with taking a small loss and protecting capital.One of the most important lessons in this episode has nothing to do with options. It's about discipline. The discussion compares trying to repair a broken wheel trade to patching a tire on the side of a highway while traffic flies past you. Instead of endlessly rolling calls, rolling puts, averaging down, and fighting the trend, the focus shifts to controlling risk, respecting price action, and avoiding the emotional trap of refusing to take a loss. The transcript also challenges the idea that assignment should automatically be the goal of every short put position.There's also a deep dive into market psychology, expectancy, position sizing, and why many professional traders build losing trades into their plan rather than trying to "repair" every bad position. The episode finishes with a practical walkthrough of using OVTLYR's Sector Intelligence Map, market breadth, order blocks, and relative strength to find higher-probability opportunities instead of forcing trades that are already broken. The discussion explicitly shifts from the wheel strategy into paper trading, sector analysis, and systematic trade selection.✅ The wheel strategy explained with Palantir and Micron examples ✅ Assignment, covered calls, rolling options, and averaging down ✅ Why holding and hoping can become a dangerous trading habit ✅ Risk management, expectancy, and position sizing ✅ Using the Sector Intelligence Map to find stronger opportunitiesIf you've ever sold a put and watched the stock keep falling... or found yourself turning a simple trade into a complicated repair project... this episode will probably hit a little too close to home.Video Link: https://www.youtube.com/watch?v=dAddPpGoJlkSubscribe to OVTLYR for disciplined trading strategies that actually make sense.
On this episode of The Option Block, we break down the latest action in the options market, including what's driving the major indices, the latest moves in VIX, another big month for options volume, and activity in some of the market's most-watched names. Then it's time to get weird in the Odd Block with unusual options activity in Compass Pathways (CMPS), Hinge Health (HNGE), and POET Technologies (POET). We dig into psychedelic options flow, a Hinge trade that wasn't quite what it first appeared to be, and a sea of short-dated POET calls lighting up the tape. Plus, we revisit a previous Chime (CHYM) trade after the stock's huge earnings move. We also discuss the latest action in AMD, AMZN, PLTR, INTC, MSFT, MU, TSLA, AAPL, SpaceX, NVDA and more. Featuring: Mark Longo, Henry "The Flowmaster" Schwartz and "Uncle" Mike Tosaw.
The Daily Business and Finance Show - Thursday, 6 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Trump denies missile shortages, says U.S. has 'massive amounts' of munitions SpaceX rocket stage crashes into moon after mission, scientists detect impact Cathie Wood's ARK buys SpaceX, Nvidia; offloads Roblox, Palantir SA analyst upgrades/downgrades: AAPL, PLTR, SNDK, AMZN SpaceX float more than doubles as 140%-of-float share unlock begins Bank of America spends over $250M annually on GLP-1 coverage, CEO says Celsius Non-GAAP EPS of $0.36 misses by $0.06, revenue of $817.9M misses by $52.17M AI memory chip stocks fall after Sandisk's mixed outlook Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
David Kudla argues against the notion of an irrational rally taking place in markets. He points to outstanding earnings growth that has far exceeded initial expectations. David compares and contrasts the current market to the dot-com era, emphasizing that today's hyper-scalers boast fortress balance sheets and robust earnings. Kudla highlights Palantir (PLTR) as a prime example of a company that has successfully leveraged A.I. investments into significant revenue and earnings growth. He also makes a case for diversifying portfolios with small-cap opportunities.======== 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
Michael Monaghan outlines the three major forces shaping today's market: Middle East energy stability, AI-driven capital spending, and continued job growth. He highlights Bloom Energy (BE) as a beneficiary of rising AI power demand, discusses Palantir's (PLTR) commercial growth story, and explains why Waste Connections (WCN) remains a dependable long-term compounder.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir's offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify's mixed earnings results Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Lou Whiteman discuss: - Palantir's earnings and guidance - The case for model-agnostic AI -Caterpillar's incredible quarter -Is Spotify a growth stock or a value stock Companies discussed: PLTR, CAT, DE, SPOT, NFLX Host: Tyler Crowe Guests: Travis Hoium, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew, Ben, and Tom discuss the industrial demand train continuing to roll with ISM Manufacturing accelerating to 55.6 and employment turning positive for the first time in 33 months, Caterpillar raising guidance and surging 10% on data center engine and turbine demand, Palantir soaring 15% with US commercial revenue up 149% and Karp declaring the "revolution for AI sovereignty" is underway, ON Semi up 8% on silicon carbide AI data center revenue growing 60%, Entegris beating estimates, TransDigm +3% on double-digit aerospace and defense growth, Cummins raising outlook on data center power gen, healthcare beats from MRK and PFE potentially masking channel stuffing, McDonald's +2% on better-than-feared comps with a new US president appointed, ADM +5% on the EPA biofuel mandate, and Snap +6% on the World Cup boost.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Palantir (PLTR) shares immediately popped following a top and bottom line earnings beat. The AI software company eclipsed operating profit estimates by over $100m and notched its first adj. operating profit north of $1B as a publicly traded company. Alex Coffey joined Marley Kayden and Sam Vadas to break down all of the figures for Palantir and Onsemi (ON). ======== 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
M&A activity got a shot in the arm as AstraZeneca (AZN) and Bristol Myers Squibb (BMY) reportedly opened discussions for a deal. Meanwhile, a pair of postmarket earnings movers will be ones to watch ahead of Tuesday's open: Palantir (PLTR) and Onsemi (ON). Marley Kayden recaps Monday's trading action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Longbow Asset Management CEO Jake Dollarhide breaks down the market's reaction to big tech earnings, highlighting continued strength in the AI trade led by Amazon (AMZN), Microsoft (MSFT), and Palantir (PLTR). He also discusses how financials and industrials are benefiting from the tech-driven rally, why earnings expectations have become exceptionally high, and the risks posed by rising yields and geopolitical tensions.======== 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
Sam Vadas cites Palantir (PLTR) CEO Alex Karp's enthusiasm and earnings beat as two primary drivers behind today's surge in share prices. The AI software company notched beats in its U.S. commercial revenue segment and sent the stock to levels not seen since early 2026. Sam shares the Street and analyst takeaways on PLTR, saying there's almost an "August reset" on the overall software trade.======== 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 S&P 500 (SPX) and Dow Jones ($DJI) notched new all-time highs. Marley Kayden recaps a busy Tuesday trading session, including Palantir (PLTR) popping nearly 30% higher after earnings. SpaceX (SPCX) and AMD (AMD) provided postmarket quarterly releases with mixed results.======== 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 US base in Kuwait was reportedly struck; UKMTO received a report of an incident 20 nautical miles northeast of Oman's Al Khasab. Additionally, a dry bulk carrier was reportedly hit by a projectile near the Strait of Hormuz. Iranian President said Tehran would defend its borders but does not seek to expand the war, according to state media.10yr JGB futures saw two-way trade, in which it briefly fell over 60 ticks on a weak 10yr JGB auction, before trimming losses.US equity futures are modestly higher, with PLTR and ON benefiting from strong earnings.DXY regains the 100.00 handle, USD/JPY nears 158.00 as 155.00 becomes the new floor.Energy benchmarks continue to climb amid US-Iran uncertainty.Looking ahead, highlights include US/Canadian Trade Balance (Jun), US JOLTS (Jun), Atlanta Fed GDP (Q3), New Zealand Jobs Report (Q2). Comments from Fed's Paulson. Earnings from Pfizer, Caterpillar, Merck, AMD & SpaceX.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
LikeFolio's Landon Swan explains why Palantir (PLTR) stands apart from traditional software companies, combining consulting services with SaaS-like margins. He highlights strong demand from government and commercial customers, growing adoption through Palantir's AI boot camps, and the company's unique ontology layer as a key competitive advantage despite its premium valuation.======== 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
Shay Boloor joins Nicole Petallides to discuss Palantir's (PLTR) role within the AI space, saying it might have lost its mantle position as competition expands. He believes the stock is dislocated due to margin compression, but notes incredible scalability over the past year as the company expects to post its first ever $1B quarterly profit. Shay adds that Palantir's U.S. commercial revenue number will be key to show growth beyond government contracts.======== 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
Palantir (PLTR) has pulled back 41% from its all-time high as investors reassess its lofty valuation ahead of earnings. Tom White highlights the stock's weakening momentum and key resistance levels at $131 and $135.White also breaks down a double calendar spread designed to take advantage of the elevated implied volatility surrounding Palantir's upcoming earnings report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
As Rule Breaker Investing enters its twelfth year, it is fitting to hand the microphone back to the people who have helped shape it from the very beginning: our listeners.This month's Mailbag spans investing, artificial intelligence, financial freedom, World Cup soccer, custodial Roth IRAs, Rule Breaker stock selection… and even a soundtrack for Foolish living?! Along the way are a heartbreaking story, practical questions, imaginative ideas, and reminders that the best investing community doesn't simply exchange stock tips—we help all of us become smarter, happier, richer. And perhaps a little wiser, too.Host: David GardnerProducer: Bart Shannon Companies Mentioned: AMZN, AXON, ISRG, MELI, NVDA, PLTR, RKLB, SERV, SHOP, TEM Learn more about your ad choices. Visit megaphone.fm/adchoices
"Nvidia (NVDA) is firing on all cylinders but not getting any of the benefits," says Ray Wang. He says the demand for it and AI are there and has a $280 price target for the stock, pointing to significant earnings growth backing his bullish expectations. Companies like Alphabet (GOOGL) and Tesla (TSLA) raising CapEx add to Ray's thesis that Nvidia has more room to run and eventually benefit software giants like Palantir (PLTR) and ServiceNow (NOW). ======== 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 completely dominates the tape today, putting up a staggering 5.76 million contracts with index-level volume on the 210 calls. Meanwhile, Microsoft options are setting up as the "canary in the coal mine" for the broader AI trade. Mark also dives into the "Lucky Seven" scan—highlighting stocks trading at exactly seven times their normal volume—featuring under-the-radar names like AQST, AMTX, and ALM. Today's Top 10 Breakdown Includes: INTC: Aggressive paper buying the 62.5 puts. SOFI: End-of-month 20-strike calls ahead of earnings. MU: The "Pars" (1000 calls) go the way of the dodo. Plus expiration day action in PLTR, AMZN, AAPL, META, and TSLA. Get the data for yourself at TheHotOptionsReport.com.
Gil Luria of D.A. Davidson examines Palantir's (PLTR) recent performance, saying the company is doubling its cash flow this year and at a fast pace. He discusses why his firm upgraded Palantir to buy and raised its price target to $175 from $165, though warned investors to expect plenty of volatility in the stock. ======== 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
《VK-NotebookLM 知識轉化系列課程 - 產業研究工作流》 ✅標準化七大步驟｜從「輸入、整理、輸出」帶你快速拆解產業或公司全貌，精準提取關鍵洞察，打造 24 小時個人 AI 顧問 ✅自動掃描 × 精準過濾｜AI 自動掃描上百個網站，透過獨門篩選心法剔除雜訊，留下高品質來源，省下大量搜索時間 ✅多維度系統拆解｜引導你從「產業全局」→「運作邏輯」→「單一角色」層層提問挖掘，產出深度洞察 ✅多樣化知識產出｜術語表、心智圖、摘要報告等形式，讓知識更好吸收 除了產業研究，另有內容創作、學術研究工作流，不教繁雜的工具功能，直接給你能即學即用的標準化 SOP，從「輸入、整理、輸出」，跟著流程走就能產出成果，為你省下大量摸索時間，零基礎也能無痛上手。 課程連結：https://pse.is/98dsf8 輸入折扣碼：【MIULA】，即能享有 $80 元的折扣！ EP316. Claude Sonnet 5、Meta 也要賣算力、PLTR 合作 NVDA | M觀點 (00:40) EP316 預告 (03:15) 業配時間： 《VK-NotebookLM 知識轉化系列課程 - 產業研究工作流》 (07:28) 下周出國可能還是會有兩集 (08:28) 第一個話題：Claude Sonnet 5 (26:13) 第二個話題：谷歌限制 Meta 用量 (44:14) 第三個話題：PLTR 合作 NVDA M觀點資訊 科技巨頭解碼: https://bit.ly/2XupBZa M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn
Memory stocks were among the S&P 500's (SPX) worst performers this week causing investors to step away from names like Micron (MU). Meta Platforms (META) shined this week as the company announced its plans to sell excess compute capacity and Palantir (PLTR) rallied big after announcing its new partnership with Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson is upgrading Palantir (PLTR) and reports Apple (AAPL) seeks to buy Chinese AI 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
SUMMARY DEL SHOW Futuros mixtos este jueves con toda la atención en el reporte de empleo de junio a las 8:30 AM ET, donde una cifra fuerte elevaría las probabilidades de un alza de tasas en septiembre, actualmente en 80% según el mercado. El CEO de $PLTR arremete contra el modelo de cobro por tokens de Anthropic y OpenAI, mientras $AMZN confirma que desarrolla chips propios para correr IA directamente en sus dispositivos Echo y Fire TV. Las Trump Accounts arrancan la próxima semana sin opción de rollover desde plataformas privadas, dejando fuera temporalmente a Chime, SoFi $SOFI y Robinhood $HOOD hasta agosto.
Landon Swan from LikeFolio discusses whether Palantir's (PLTR) business could become commoditized as AI continues to grow its commercial customer base. He examines the difference between consumer sentiment and investor sentiment surrounding Palantir as the company's software becomes more embedded in customer operations. ======== 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
TheoTrade's Don Kaufman takes us through today's Big 3 and offers example trades for his picks. He first highlights CVS Health (CVS), saying the company's upside-driving potential is worth hoping on the train. He then turns his interest to the iShares Silver Trust (SLV) ETF as the metal remains in a bear market. Don also finds opportunity in Palantir (PLTR) following its stock bounce. Rick Ducat walks us through key levels to watch in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SUMMARY DEL SHOW Futuros al alza este lunes con el NASDAQ liderando, tras el acuerdo entre EE.UU. e Irán para pausar hostilidades y reanudar negociaciones en Doha, después de la peor semana para tecnología en más de un año. $RKLB anuncia la adquisición de $IRDM en un acuerdo valorado en $8 Billones, creando una compañía espacial verticalmente integrada, mientras $CMCSA dispara 25.5% en premarket tras anunciar el spin-off de NBCUniversal y Sky. $PLTR anuncia dos movimientos estratégicos el mismo día, una expansión en aviación privada con $SRFM y un acuerdo con $NVDA para desplegar modelos de IA en entornos soberanos del gobierno de EE.UU.
Is the AI Sector sitting atop a bubble? When is that bubble going to burst? The shop talks tech growth and AI stop rules as the tech sector continues to rally into new highs and bulls begin to sour before diving into value versus growth at SPYG, dipping into Bitcoin in a key lesson regarding narrative and sentiment’s tendency to follow price – not the other way around! – and why you always want to pay attention to the fundamentals before the story when it comes to smart trading. In this video for educational purposes only, Dan Stewart, Connor Bates, Todd Thomas, & Jackson Niedich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 02:15 – April 5th : The Day The Markets Turned 11:00 – This Week in the Markets 16:00 – AI Stop Rules: How to Keep Tech Losses Small 28:00 – Value VS Growth – SPYG 34:30 – Narrative & Sentiment Follow Price! – IBIT, IGB, MAGS, MU 42:00 – Minervini’s 50/80 Rule VS O’Neil’s 50/70 Rule – AVGO, PLTR, LITE 48:00 – The Story VS The Fundamentals – SNDK The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post WHY DO REVERE & THE BULL LOOK CONCERNED? WHEN THE BUBBLE BREAKS | Your Money Podcast Ep. 596 appeared first on Revere Asset Management.
The last time George Tsilis talked about Palantir (PLTR) in October 2025, the stock was above $185. As of this week, the software giant slipped below $130. That said, George points to the company's substantial earnings growth and partnerships with other key AI firms like Nvidia (NVDA) as tailwinds. However, Palantir's valuation remains a key headwind even after its substantial sell-off so far in 2026. He also highlights key technical trends in the stock chart. ======== 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
Joe Tigay walks us through today's Big 3 by starting with Siemens (SIEGY) as an opportunity utilizing drone technology. He also likes Palantir (PLTR) due to its strong stock rebound potential, and Constellation Energy (CEG) in the AI data center buildout. Rick Ducat walks us through technicals in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Michael Monaghan breaks down the two major AI trends: foundation models and agentic AI. He explores why the trends impact Dell Technologies' (DELL) AI server growth, Palantir's (PLTR) unique software capabilities, and Oracle's (ORCL) infrastructure constraints.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
On this episode of Market Matters, Shay Boloor, Chief Market Strategist at Futurum Equities, breaks down Big Tech and the AI trade. He explains why AI didn't kill Google's search business, examines the next potential waves of the AI boom, and gives an inside look at the life of a market strategist. Shay also recaps some of his best market calls, including Palantir (PLTR) and Digital Ocean (DOCN).======== 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
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands
Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the safe haven investors think it is in today's complex macro environment.Today's Stocks & Topics: The PNC Financial Services Group, Inc. (PNC), Market Wrap, Mobileye Global Inc. (MBLY), Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?, Wingstop Inc. (WING), Colgate-Palmolive Company (CL), Inflation Soaring, State Street Energy Select Sector SPDR ETF (XLE), Palantir Technologies Inc. (PLTR), "NACHO" - Not A Chance Hormuz Open.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands
© 2020-2026 Ivy Podcast Discovery LLC
