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On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Bloomberg Intelligence Senior Research Analyst James Seyffart to break down the SpaceX IPO's pull on crypto capital, four consecutive weeks of Bitcoin ETF outflows topping $1.7 billion, and the Zcash counterfeiting bug. VanEck Director of Digital Assets Product Kyle DaCruz unpacks VBNB, the first US spot BNB ETF, the rise of "revenue chains," and what staking rewards will mean for the product. 100X Capital CIO Joy Pathak — also known as the Wizard of SoHo — shares his top conviction trade in the 10X segment. Plus, Benchmark-StoneX Managing Director Mark Palmer breaks down why the market overreacted to Strategy's first publicized Bitcoin sale, his $570 price target on the company, and his Buy rating with a $32 target on Strive. - This episode of Public Keys is brought to you by Kraken Pro. For more: https://pro.kraken.com/ - Learn more at https://www.bullish.com/.-Register now for CoinDesk's Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. Timecodes: 00:00 Welcome to Public Keys 00:38 SpaceX IPO, BTC Drops 01:50 BTC ETF Outflows: Overreaction or Trend? 03:23 Zcash Counterfeiting Bug and the Privacy Narrative 06:34 VanEck's Kyle DaCruz on the First US Spot BNB ETF 07:18 Ghost Chains vs Revenue Chains: BNB by the Numbers 08:56 BNB Staking and How VanEck Picks Its Next ETF 11:17 BNB Chain's Decentralization 14:55 ETF Flows Deep-Dive: Bitcoin, Hyperliquid, XRP, Solana 18:02 Bitcoin ETFs vs Gold's $300B in Assets 19:14 The Yin-Yang of Crypto: "We're So Back" vs "It's So Over" 21:39 Joy Pathak's ‘10X' Trade: NEAR 24:04 Benchmark-StoneX' Mark Palmer on Strategy's First Publicized BTC Sale 25:32 Why S&P's October Critique Drove the Sale 27:47 Path to a $570 Price Target on Strategy 29:40 $32 Buy Rating on Strive and a $95K BTC Assumption 32:18 Crypto Fear & Greed Index at 8 - This episode was hosted by Jennifer Sanasie.
Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode) The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex. The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR: BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html AGAINST: BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Fundstrat Head of Digital Asset Strategy Sean Farrell to unpack the crypto IPO slowdown, the Fed's hawkish pivot, and why Bitcoin miners pivoting to AI infrastructure remain one of the year's best places to hide in crypto. 21Shares Global Head of Research Eli Ndinga breaks down the launch of the first Hyperliquid ETF in the U.S. market, makes the bull and bear case for HYPE, and shares his $75 price target. Plus, NUVA Labs CEO Anthony Moro discusses the company's launch with nearly $19 billion in tokenized real-world assets from Figure Technologies and his vision for bringing TradFi to DeFi. - Timecodes: 00:00 Welcome to Public Keys 00:38 Clarity Act Passes, Macro Headwinds Hit Crypto 01:53 Crypto IPO Boom Hits a Speed Bump 02:09 Fundstrat's Sean Farrell Joins Public Keys 03:30 Why AI Is Driving the Tech IPO Market 05:00 Bitcoin Miners Pivot to AI for Higher Yields 06:13 Macro Outlook and Fed Chair Warsh 08:12 Hyperliquid's $850M Revenue and Pre-IPO Markets 12:23 Bitcoin and Ethereum ETFs See Major Outflows 13:48 Two HYPE ETFs Launch on Wall Street 14:25 21Shares' Eli Dinga on the THYP Debut 17:30 The Bull and Bear Case for Hyperliquid 22:30 21Shares' $75 Price Target for HYPE 23:55 Nuva Labs Launches with $19B in Tokenized RWAs 30:00 The Nuva Roadmap and Token Generation Event - This episode was hosted by Jennifer Sanasie.
- Wedbush Ups Apple Target to $400 on A.I. and New CEO - WSJ: Apple and Intel Sign Preliminary Deal for Processors - Apple Now Requires Verification for Education Store - Waits Shorten for MacBook Neo - Apple Releases Second RCs of iOS/iPadOS 26.5 - BAFTA Win Makes "The Studio" Season's Most Awarded Series - Sponsored by CleanMyMac: Use code MACOSKEN20 for 20% off at clnmy.com/MACOSKEN - Sponsored by NordLayer: Get an exclusive offer - up to 22% off NordLayer yearly plans plus 10% on top with coupon code: macosken-10-NORDLAYER at nordlayer.com/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken
BofA lowered its price target for Reddit (RDDT) to $175 and held a neutral rating on the social media stock. Rick Ducat stacks Reddit's stock performance to peers like Meta Platforms (META). He highlights key levels and options activity to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Western Digital (WDC) added a bright spot to a dulled AI memory picture after Bernstein upgraded the stock to outperform and doubled its price target. Meanwhile, Micron (MU) saw a price target cut from Citi. Block (XYZ) roped in a new bull after Loop Capital initiated coverage with a buy rating. George Tsilis takes investors through the top tech headlines moving markets to start Tuesday's session. ======== 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
A new Reuters report says Iran's IRGC is issuing a warning against 18 U.S. companies including Microsoft, Apple and Google. The Latest from Washington. Then the World Bank Group's Managing Director on the impact of the Iran war on countries and economies around the globe. Plus one Wall Street firm cutting its Tesla price target by $100. He joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Some teams try to reduce product costs too late, after the product design is already locked in. That's when options are limited, margins get squeezed or totally blown, and difficult trade-offs start to appear. In today's episode (321), our host Adrian and Sofeast's CEO, Renaud Anjoran, break down why cost is largely decided in the early design stages, and how a design-to-cost approach helps you hit your target price from the start, without sacrificing quality or functionality. They explain how to set a realistic cost target, work backwards from your retail price, and make smarter decisions on components, features, and manufacturing methods. Along the way, they highlight common mistakes that lead to expensive redesigns (or even product failure), and share practical strategies to keep costs under control throughout development. We hope that this episode will help you rethink how and when cost decisions should be made. Episode Sections: 00:00:03 – Introduction & industry context 00:01:15 – Why reducing cost late rarely works 00:02:09 – How costs get locked in early 00:04:58 – What “design to cost” really means 00:06:59 – Designing within cost constraints 00:10:29 – The biggest cost reduction levers 00:11:29 – Cutting features without losing value 00:14:35 – Main drivers of product cost 00:19:04 – Common mistakes that increase costs 00:26:19 – Why simplicity improves cost and reliability 00:27:19 – Practical design-to-cost strategies 00:30:29 – Case study: the Coolest Cooler failure 00:31:49 – Final takeaway: design for cost from day one Related content… Design for Manufacturing (DFM) The New Product Introduction Process Guide The Benefits of a Feasibility Study (during new product development) 7 Must Do New Product Introduction Tasks For Successful Product Launches The Design for X Approach: 12 Common Examples Elon Musk's New Product Introduction Philosophy: What Can We Learn? [Podcast] Crowdfunding Failures: 4 Great Prototypes That Failed To Launch This episode is brought to you by The Sofeast Group and includes links in the show notes to our blog posts and resources, and recommended books. For help with manufacturing in Asia, inspections, auditing, new product development, contract manufacturing, 3PL warehousing and fulfillment, visit sofeast.com. Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB
BofA cut its price target on Apple (AAPL) to $320 from $325 as the stock faces a short-term slump. Tom White offers a look into the key levels to watch and gives his explanation as to where shares can experience a rebound. He then offers an example options trade for the Mag 7 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
BofA raised Cheniere Energy's (LNG) price target to $322 from $296 as tensions in the Middle East continue to drive volatility in crude oil prices. Tom White turns to support and resistance levels for investors to watch and offers an example options trade for 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
GE Vernova's (GEV) double upgrade from Redburn to buy from sell offered a bright spot on a session that started lower. Other analysts also offered bullish views of Micron (MU) with price target hikes while lowering targets for Oracle (ORCL). Diane King Hall talks about the biggest analyst movers to start the trading week. ======== 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
Walmart (WMT) starts the holiday-shortened week with a price target hike to $150 from the analysts at Redburn. Ben Watson joins Morning Movers to look at the chart. On the short-term picture, he sees a bounce off of the $126 support level and sees "strong momentum to the upside" near all-time highs around $135. Zooming out, Ben notes a possible bull flag pattern developing ahead of Walmart's earnings. With that study in mind, Ben puts the possible upside resistance level at $142 but cautions that the earnings event could swing shares either way.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Palantir (PLTR) can rally back to $180, according to Daiwa Securities. That price target is lower than the firm's previous one, even though it also issued a stock upgrade. Marley Kayden explains how the software giant's earnings growth plays into Daiwa's updated analysis. Tim Biggam turns to an example options trade for Palantir.======== 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
Starbucks (SBUX) got an upgrade from William Blair and a price target hike from Goldman Sachs. Rick Ducat turns to key levels for investors to watch as shares attempt to find their footing as Starbucks brews a rebound story. Tom White offers an example options trade for 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
AMD Inc. (AMD) has vastly outperformed most of its chipmaking peers over the last 12 months though has largely consolidated in recent weeks. Bernstein raised its price target on the stock but doesn't expect much more upside from here. Rick Ducat analyzes AMD's bearish and bullish trends. He later offers an example options trade for 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Truist sees a bull case for Palantir (PLTR). Diane King Hall explains why the analyst initiated a buy rating and $223 price target for the AI software company. She then turns to big banks in Wells Fargo (WFC) after Baird downgraded the stock. In the airline industry, Diane touches on BofA's price target hike in Delta Airlines (DAL). ======== 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
George Tsilis covers the biggest stock stories of New Year's Eve. Alphabet (GOOGL) got a price target hike from Citizens to $385 from $340, citing strength in its search business. Nike's (NKE) CEO bought about $1M in stock, as a recent filing disclosed, or about 16.4K shares. Hyatt Hotels (H) announced several properties in Jamaica would stay closed until 4Q of 2026 due to damage from Hurricane Melissa, which has already created a $10M hit for EBITDA in 2025.======== 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
SoftBank is fronting $4 billion to buy DigitalBridge (DBRG). George Tsilis talks about why the firm is making a 10-digit offer for the digital infrastructure company. Amazon (AMZN) started Monday's session lower even after Evercore ISI labeled the Mag 7 company as a top pick for 2026. George later turns to the housing market and explains why JPMorgan cut its price target for 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
Nick Valdez looks at the latest US market-open manipulation that has hit Bitcoin's recent price action. Are they hunting liquidity zones? If so, what are the NEXT liquidity zones to pay attention to?
Wedbush sees more upside for Micron (MU). Diane King Hall talks about the analyst note which points to accelerating dRAM pricing paving a path for the stock to hit $300. Texas Instruments (TXN) saw very different treatment after Goldman Sachs double downgraded the stock to sell from buy after adjusting expectations on the A.I. chip space. Intel (INTC) captured headlines with its $1.6 billion deal to buy SambaNova. ======== 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
Wedbush's Dan Ives reiterated his buy rating and price target for Tesla (TSLA) and sees a $2 trillion market cap by 2026. A $3 trillion range is something Dan believes is in the crosshairs if it can really turn the page on its "A.I. chapter." Marley Kayden explains how the company's recent autonomous driving headlines add to Ives' thesis. Prosper Trading Academy's Charles Moon offers an example options trade for the Mag 7 stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Oracle (ORCL) weighed on markets Thursday morning but Diane King Hall turns to stocks seeing strength. Synopsys (SNPS) added muscle to the tech trade with an earnings beat and strong 2026 guidance that boosted bullish expectations from analysts. Piper Sandler hiked its price target on Alphabet (GOOGL) on the thesis Gemini will accelerate its A.I. reach. Diane then turns to the healthcare space where Eli Lilly (LLY) moved higher on positive retatrutide weight-loss drug trial results. ======== 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
Galaxy Digital (GLXY) nabbed Citizens as a new bull. The firm initiated coverage on the digital finance company with a market outperform rating and $60 price target as it shifts to A.I. infrastructure. George Tsilis notes it's the latest company to make the move from cryptocurrency mining to A.I. He also explains the bifurcation among analysts when it comes to Galaxy's business model. ======== 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
Citi raised its price target on Apple (AAPL) to $330 from $315 over bullish expectations for iPhone 17 sales. Rick Ducat notes the company's changing leadership and lagging stance in the A.I. race as two key topics for investors to consider moving forward. As for the chart, Rick points up an upwards wedge breaking to the downside as a bearish indicator. Options activity has also slowed on Tuesday's session. ======== 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
It's not secret Dan Ives is a tech bull, though he sees even more upside from his previous price target on Apple (AAPL). The Wedbush analysts now sees $350 in the cards for the Mag 7 stock, up from $320. Rick Ducat takes traders through his technical analysis for the stock while Tom White offers an example options 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Boeing (BA) opened Tuesday's trading action as the stronger performer in the SPX. Diane King Hall points to commentary from the company on returning to positive free cash flow lifting the plane manufacturer. She turns to the A.I. front with Citi's price target hikes on Western Digital (WDC) and Seagate (STX). In the healthcare space, Diane notes BofA's target boost on Eli Lilly (LLY). ======== 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
Diane King Hall turns to movers in the software space ahead of their earnings this week. KeyBanc and JPMorgan both raised price targets on CrowdStrike (CRWD) on expected long-term growth, while Rosenblatt raised its target for similar reasons. Salesforce (CRM) saw the opposite traction, as Diane notes a price target cut for the software giant. ======== 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
Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail company also got a boost from JPMorgan with a price target hike. Kevin takes traders through his key levels to watch as Dillard's stock experiences consolidation following a strong uptrend. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF) 30% run in the last five trading sessions, and Five Below's (FIVE) price target hike from UBS ahead of earnings. ======== 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
Programming Note: Happy Thanksgiving! This is a special rebroadcast from the Alfalfa archives. This episode originally aired on May 17, 2023.From the infamous $19 hot dog incident to a deep dive into the "Caryn.AI" controversy where an influencer generated $71k in a week. We also break down VanEck's bold ETH price prediction model, debate whether Ledger's recovery update betrayed the crypto ethos, and discuss why the future of loneliness might look a lot like the movie "Her."Welcome to the Alfalfa Podcast
It's all negative news affecting Friday's morning movers. Diane King Hall talks about how the sell-off in Bitcoin and related assets led Goldman Sachs to cut their price target on Coinbase (COIN). Palo Alto Networks (PANW) got tapped with a downgrade by HSBC while Oppenheimer downgraded T-Mobile (TMUS). ======== 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
Western Digital (WDC) has more room to run, according to BofA. Diane King Hall explains the firm's price target hike and why hard disk drive demand is a key piece to its bullish outlook. Palo Alto Networks (PANW) slid slightly to the downside despite posting strong earnings and guidance. Investors appear to have questions around the company's $3.35 billion acquisition of Chronosphere. In the retail space, Diane notes the massive post-earnings sell-off in Bath & Body Works (BBWI). ======== 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
“I really believe in Amazon,” says Ben Sturgill, citing its forecast for AWS growth. He encourages investors to buy the dip on tech giants, anticipating AMZN to climb to $300/share next year. He calls Nvidia (NVDA) the “core of the future of computing.” Ben has a $385 price target on Alphabet (GOOGL), noting Berkshire Hathaway's (BRK/B) increased stake. He thinks Tesla (TSLA) can hit $1,000 in the next few years, betting on a successful pivot to AI and robotics.======== 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
Stifel remained bullish on Nvidia (NVDA) with a price target raise and reiterated buy on the stock before Wednesday's earnings. Diane King Hall talks about how the firm has confidence in the company's guidance. Baird kept a buy rating for Oracle (ORCL) but trimmed its price target on the tech giant. Diane also turns to trouble on X and ChatGPT after a Cloudflare (NET) outage knocked both sites offline. ======== 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
Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earnings growth. Diane King Hall offers a look at the road ahead for Tesla. She also notes an EV competitor in XPeng Inc. (XPEV), where U.S.-based shares fell after the company's guidance disappointed. Diane later notes an upgrade from Barclays on Gap Inc. (GAP) ahead of its earnings on Thursday. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Rachel Dashiell examines the chart of Micron (MU) following a price target hike from Rosenblatt. Micron recently hit all-time highs above $257 as shares are up about 300% from its April lows. She looks at the recent resistance around $256 and this morning's break of a possible triangle pattern. On a 1-year chart, Rachel shows the close correlation to the company's 20-day simple moving average and it's relative outperformance against the rest of the Information Technology sector. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts expect from Nvidia's long-term prospects. StubHub (STUB) sunk more than 27% following its worse-than-expected earnings and lack of guidance. Diane later eyes mergers and acquisitions as Merck (MRK) seeks to buy Cidara Therapeutics (CDTX) for $9.2 billion.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
ON Holding (ONON) jumped higher with an earnings beat and guidance raise giving shares a platform to rally. Diane King Hall points to sales doubling in the Asia-Pacific region as a big catalyst. Citi raised its price target on Eli Lilly (LLY) to $1,500 from $1,200 on expectations GLP-1 sales will see robust growth. Diane later turns to IBM Corp. (IBM) and how the company is "doubling down" on quantum computing.======== 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
JP Morgan can't decide if they LOVE Bitcoin or HATE it? Hey Jamie Dimon, make up your mind! Today Deezy looks at JPM's latest Bitcoin price prediction.
Nov 5, 2025 – What if the biggest financial shift of our generation isn't about stocks or bonds, but about returning to real money? In this compelling conversation, Cris Sheridan interviews precious metals specialist Alan Hibbard about the future of gold, silver, and Bitcoin...
Nvidia (NVDA) shares have been traveling in an "upward" trajectory, in a shallow wedge, says Rick Ducat. He examines the technical trends shaping up on its chart, including outpacing its 21-day exponential moving average. Nvidia begins the week with a price target hike to $350 from Loop Capital and another from Rosenblatt to $240. Later, Tom White demonstrates an example options trade for Nvidia using a cash-secured put strategy. Tom explains why it is a neutral to bullish position.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network
Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for the company's increased CapEx spending. Marley Kayden takes traders through the list of price target cuts from analysts to highlight the heart of their concerns. Joe Tigay says he's "cautiously pessimistic" on Meta as he offers an example options trade for the Mag 7 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
American Express (AXP) showed confidence in its earnings after posting a beat and guidance raise. Diane King Hall talks about how the company targeting affluent customers helps its financial picture. Zions Bancorporation (ZION) got an upgrade from Baird as the firm cites a long-term buy opportunity following a sharp sell-off on Thursday. Diane also touches on Big Tech with Alphabet's (GOOGL) latest price target hike from Guggenheim.======== 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
JPMorgan raised its price target on Fabrinet (FN) on bullish expectations it can take a larger piece of the pie in the evolving A.I. infrastructure buildout. George Tsilis talks about the financials that back up the hardware firm to weigh how growth looks compared to peers. He notes how the rally in Fabrinet plays into a growing rotation into small and mid-cap tech companies.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even during the back-and-forth, the Russell 2000 still tapped record highs. Nvidia (NVDA) got an upgrade and price target hike from HSBC, while the same firm raised its target for AMD Inc. (AMD). ASML Holding (ASML) surged thanks to a strong showing in earnings and guidance despite a miss on revenue. Marley Kayden highlights the biggest stories investors from the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Bloom Energy (BE) rallied more than 20% to kick off Monday's trading session. Alex Coffey explains how energy demand building for the A.I. infrastructure picture helps play a role in the surging price action. The tech picture is more mixed, with Wells Fargo upping price targets for storage giants Seagate (STX) and Western Digital (WDC), while BofA downgraded Intel (INTC) and Texas Instruments (TXN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Markets showed green arrows to start Friday's session, though Levi Strauss (LEVI) is being left out of the rally following its earnings and updated guidance. Diane King Hall explains why investors are trimming exposure to the clothing retailer. There are bright spots for tech, with Evercore ISI raising its price target on Oracle (ORCL), while B. Riley boosted its target for Applied Materials (AMAT).======== 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
Equifax (EFX) takes a step up in the mortgage credit score war. As Diane King Hall explains, the company aims to compete against Fair Issac's (FICO) moves to cut the mortgage middle man by slashing its own mortgage score prices by 50%. Dell Technologies (DELL) continues to gain bullish traction after JPMorgan upped its price target on the tech giant. Diane turns to the skies as AST SpaceMobile (ASTS) soars on its latest deal with Verizon (VZ).======== 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
An INSANE XRP price target has just been exposed, and the upside could be bigger than anyone expected! At the same time, rumors of a Solana and Avalanche partnership are sending shockwaves through the crypto space.
Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performance. They discuss key drivers such as the tax bill, trade deals, and the geopolitical climate. Belski highlights his investment strategies, including sector preferences in technology, communication services, consumer discretionary, and financials. He emphasizes the importance of long-term investment and analysis, challenges faced, and the potential for a future bear market. The discussion also touches on value investing, small and mid-cap opportunities, and the impact of macroeconomic policies on markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media