Podcasts about q2 earnings

In today's episode, Tyler focuses on the market's strong rebound following six consecutive down sessions for the NASDAQ, driven largely by impressive Q2 earnings reports from tech giants like Microsoft, Apple, and Amazon. One concept Tyler discusses is the comparison of the current bull market to the historic 1995-2000 dot-com melt-up, highlighting that while recent pullbacks have stirred fear and negative sentiment, the underlying fundamentals remain robust.

Plus: Oil prices jump after Iran launched a surprise attack on U.S. forces. And Ford shares rallies after raising outlook. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Jakob Emerson, Associate News Director, Becker's Healthcare, breaks down the latest hospital and payer earnings, examining how expiring ACA subsidies, Medicare Advantage margin recovery, and shifting reimbursement dynamics are reshaping financial performance and strategy across the healthcare industry.

0:00 Intro 1:31 Tesla bringt das große Sommer Update: Das alles kann jetzt dein Auto 11:49 Tesla-Verkaufsrekord mit Haken: Marge fällt – Robotaxi noch am Anfang 26:51 Weniger KM und mehr Gewinn? Wieviel verdient Tesla mit FSD? 38:32 Tesla macht Model 3 und Model Y fit für jedes Wetter 48:16 Statt Home Office jetzt Car Office: Tesla macht das Auto zum Büro – mit dem neuen Sommer-Update 59:51 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - AUTOZENTRUM SCHMITZ: Fairer Tesla An- & Verkauf beim größten Tesla Autohändler: https://www.autozentrum-schmitz.de/ - HANKOOK: Hier geht's zum Gewinnspiel & zu den besten Reifen für E-Autos: https://www.hankook-promotion.de/tesla-welt - SHOP4TESLA: Erhalte 10% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt - HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt - CARBONIFY: THG Quoten Prämie. Transparent und fair : https://carbonify.de/?utm_source=youtube&utm_medium=video&utm_campaign=Teslawelt - Der Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ - Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Deutsche Version: https://amzn.to/45HZfkF - Die mit - gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join - oder direkt per PayPal: an feedback@teslawelt.de Folgt mir gerne auch auf X (Twitter): https://twitter.com/teslawelt Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download(MB)

Plus: Apple approaches $5 trillion market cap. And AstraZeneca says it's on track to hit its revenue target for 2030. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla held its quarterly earnings call for its huge second quarter. I've got highlight clips from what the Tesla executive team said on the call, plus all of the biggest news to come out of it, my FSD v14 Lite impressions now that the long-awaited update for the Hardware 3 cars has gone wide, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at any Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code RTL250 to get $250 off your XCare Premium or Battery & Drive Unit Protection Plan using the one-time payment option! Offer expires July 31! Go to https://xcare.com to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com. And make your garage door foolproof with the Infinity Shield – get yours at https://www.infinity-shield.com and use the promo code RTL at checkout for a $25 discount.

P.M. Edition for July 24. Today an FDA committee voted to increase access to six of seven peptides. Those are substances that haven't undergone regulatory approval, but they're promoted on social media and promise physical transformations like better skin. We hear from WSJ health and wellness reporter Alex Janin about what the vote means and whether it paves the way for a peptide gold rush. Plus, new tariffs went into effect today intended to combat forced labor, and President Trump also threatened new tariffs on the European Union. Journal trade and economic policy reporter Gavin Bade discusses the future of President Trump's tariff agenda. And measles cases in the U.S. this year have already surpassed last year's number, reaching a three-decade high. Alex Ossola hosts. And for more on peptides, listen to our What's News Sunday episode. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus, American Express posted higher second quarter profit and sales thanks to higher card member spending. And Nike is giving up its share of the lifestyle sneaker marker to refocus on running shoes. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies as we head into Q2 earnings season later this week.   We also discuss his outlook on the potential for more mergers and acquisitions, what stage of developer he is animated by, his outlook on royalty stocks, and the copper sector.   While Q2 earnings are not going to be as big as the record underlying metals prices seen in Q1,  John believes the gold and silver producers will still report very solid revenues, because the average metals prices were the 2nd highest of any other quarter in history.  The caveat is that with the overall sector trend having been lower for the last 6 months in the underlying gold and silver prices, that this is what ultimately affects investor sentiment and stock price direction. The metals price direction is seemingly more germane than strong fundamentals, earnings, or value creation. We debate whether the valuations in PM producers, which are now down closer to where they were back in Q3 and Q4 2025 are at a mismatch, considering the margins were still much larger in Q2 than those quarters. Many PM producers crashed down 40%-60% during the exact same time that they still generated near-record revenues and cashflows on their balance sheets. We discuss where all that cash piling up has been going over the last few quarters as a return of capital to shareholders in share buybacks, new or increasing dividends, and why we aren't seeing even more merger and acquisition transactions in this kind of environment.   John then distinguishes between the boring versus the opportune time to accumulate quality PM developers, to maximize the 2nd leg of the Lassonde Curve.  There is a typical lull in quality exploration stocks once they put out a resource estimate and put early-stage PEA economics on a project. Early-stage developers then face years of permitting, metallurgical and engineering studies, definition drilling, and the boring “orphan phase” of the Lassonde Curve; when speculators lose interest and rotate out to go chase other short-term catalysts. John likes to focus on companies once they already have a compelling Feasibility Study in place and are closer to the construction decision, increasing their likelihood to become a takeover target by a larger company. In general, John is more skeptical of explorers that become developers having the skillsets to build mines on their own, but he stresses that it really comes down to analyzing the management teams for their past track records, and the capabilities of their board and team. Some select smaller to mid-tier producers, that bought divested mines from the majors, can also use those cashflows from operations at these higher metals prices to fuel and fund the progress on key flagship development projects.     Next, we point out how the royalty companies, that don't have cost creep due to rising energy expenses or large labor costs, have still been chopped down by 30%-40% along with the rest of the PM sector; which makes little sense from a valuation standpoint. John feels this is a prime example of an inefficient market where the fall in share prices and market caps creates a growing value proposition. He'll be using low-ball bids and weakness in the royalty stocks to keep accumulating. His outlook is that we will continue to see a number of potential M&A deals in the royalty stocks, and this gives him comfort to go down the food chain into the mid-tier and smaller stocks, as they likely will be acquired by large companies with a better valuation multiple in the fullness of time.   Wrapping up we review the continued strength in the copper price, holding up near all-time highs, and why he remains longer-term bullish due to supply/demand fundamentals. The caveat John mentions is that if there is a softening in AI data center buildouts, or if the Chinese AI platforms compete with domestic AI platforms, or if we see the lofty valuations in US equities roll over hard, in the near to medium-term, then this could also pressure copper and copper stocks to the downside.   Click here to follow John's analysis and articles over at Substack     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading into the reporting cycle—while the overall pace of earnings growth continues to accelerate noticeably.

P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration's new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball's highest payroll into its biggest waste of money. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, I discuss Netflix's earnings, the new numbers it disclosed regarding live streaming, confirmation that engagement didn't decline, double-digit revenue growth in all regions, and the largest share buybacks in company history. I explain that while some suggest that Netflix's business is "broken" or "collapsing," none of it is based on facts or supported by any actual numbers. (Nielsen's don't count)I also cover Fandango's push to become a FAST platform, with its owner, Versant, having acquired rights to air Bundesliga games in the U.S., some of which stream on Fandango. I also talk about the company's goal of having what they say will be a better FAST experience, with lower ad loads and its claims that it has a unique advantage in bringing audiences in through recent theatrical releases.Finally, I cover why I don't think a streamer will secure U.S. rights to the 2030 FIFA World Cup, since the largest viewing audience will require a combination of linear TV and streaming.Podcast produced by Security Halt Media

Welcome to the VRA Investing Podcast! In today's episode, Tyler Herriage breaks down the latest rebound in the markets after a volatile stretch, with a special focus on tech and semiconductor leadership. We'll explore what's driving the turnaround, why the so-called “AI bubble” is fundamentally different from the dot-com era, and how insider activity and major fund flows are shaping the market's next move. Plus, get insights on market internals, sector performance, commodity trends, and what to expect as we head into Q2 earnings season. Whether you're a seasoned investor or just getting started, Tyler Herriage brings you timely analysis and actionable takeaways to help you navigate today's fast-moving markets. Let's dive in!

Uncertainty continues in the short term, as oil prices remain volatile and the tech sector sees changes in market leadership. We look towards a broadening of earnings, along with a boost from the AI revolution, outlining adjustments to our asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

In this episode, we kick things off by examining a massive criminal indictment that reveals the scope of organized freight fraud across the United States. Federal prosecutors have charged eight individuals in an alleged international conspiracy that stole at least ten million dollars in cargo over a three-year period, targeting everything from electronics and liquor to meat and cryptocurrency mining machines. The criminal organization allegedly impersonated legitimate carriers to obtain transportation contracts, then diverted freight and removed tracking devices before selling the stolen goods. Meanwhile, the industry is fighting back against this pervasive fraud threat with powerful new technology tools. We explore how AscendTMS has integrated SearchCarriers into its carrier verification platform, giving freight brokers and shippers access to real-time carrier and broker data at no additional cost. This collaboration is designed to help transportation providers combat freight fraud, double brokering, identity theft and unsafe carrier selection while simplifying due diligence across over sixty-nine thousand companies worldwide. Finally, we shift over to the rails to discuss the challenges facing major equipment manufacturers in a tough market environment. Railcar maker Greenbrier reported weaker second-quarter earnings as lower railcar deliveries weighed on revenue, with earnings per share coming in at just forty-seven cents versus eighty-nine cents in analyst estimates. Despite serious margin pressure, management raised the quarterly dividend by six percent and updated full-year guidance upward, signaling continued confidence in cash generation. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Tyler dives into a post-holiday market recap and looks ahead to the upcoming Q2 earnings season, including a standout report from Samsung and what it means for the semiconductor sector. He also discusses the latest on Federal Reserve policy under Kevin Warsh's leadership, explores key market sentiment indicators, and breaks down the continuing narratives around AI and energy. Tune into today's podcast to learn more.

In this episode, we kick things off by examining a massive criminal indictment that reveals the scope of organized freight fraud across the United States. Federal prosecutors have charged eight individuals in an alleged international conspiracy that stole at least ten million dollars in cargo over a three-year period, targeting everything from electronics and liquor to meat and cryptocurrency mining machines. The criminal organization allegedly impersonated legitimate carriers to obtain transportation contracts, then diverted freight and removed tracking devices before selling the stolen goods. Meanwhile, the industry is fighting back against this pervasive fraud threat with powerful new technology tools. We explore how AscendTMS has integrated SearchCarriers into its carrier verification platform, giving freight brokers and shippers access to real-time carrier and broker data at no additional cost. This collaboration is designed to help transportation providers combat freight fraud, double brokering, identity theft and unsafe carrier selection while simplifying due diligence across over sixty-nine thousand companies worldwide. Finally, we shift over to the rails to discuss the challenges facing major equipment manufacturers in a tough market environment. Railcar maker Greenbrier reported weaker second-quarter earnings as lower railcar deliveries weighed on revenue, with earnings per share coming in at just forty-seven cents versus eighty-nine cents in analyst estimates. Despite serious margin pressure, management raised the quarterly dividend by six percent and updated full-year guidance upward, signaling continued confidence in cash generation. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Watch the 5 Retirement Plan Vulnerabilities webinar: https://retirementloop.ca/webinar Today, we talk about ScotiaBank (BNS), BMO (BMO) and National Bank (NA) Q2 Earnings It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by Bitwarden: Make your life easier with Bitwarden, featuring a secure, open source password manager with end-to-end encryption and seamless autofill across all your devices. New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: Apple reports Q2 2026 earnings Apple says supply constraints for Mac mini and Mac Studio to persist for several months Apple says iPhone 17 lineup is officially the ‘most popular' in its history John Ternus joins Apple's Q2 2026 earnings call, touts ‘incredible roadmap ahead' Apple's R&D spending hits new record as AI investment ramps up Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.

In today's video, I'm breaking down the Simply Good Foods (SMPL) fiscal 2026 Q2 Earnings report. It was a rocky quarter with net sales down 9.4% YoY, leading to a massive leadership shakeup. Former CEO Joe Scalzo is back in the driver's seat, but he's inherited a portfolio facing a "protein snacking tsunami."In this deep dive, I'll cover...Leadership Reset: Why Geoff Tanner is out and what Joe Scalzo's "urgency" means for investorsAtkins Problem: With sales plummeting nearly 27%, we look at the "revitalization plan" and why the "Age of Ozempic" has made traditional dieting brands a tough sellQuest Nutrition's Evolution: Why Quest "Salty Snacks" (up 14%) are the key to a multibillion-dollar opportunity, despite slowing velocity in barsOWYN's Road to Recovery: Dealing with the fallout of product quality issues and the plan to use "shock and awe" R&D to take on competitors like KoiaBottom Line: Can the company fix its supply chain and margins while protein input costs stay high?Simply Good Foods is at a crossroads. But as SIMPLYman (I mean Superman) once said, "sometimes you have to take a leap of faith first, the trust part comes later." What do you think? Is Quest enough to carry the weight of the struggling Atkins brand?

Markets brace for volatility as Bihar election results roll in and the Nifty hovers below the 25,900 mark. The GIFT Nifty signals a negative start this Friday morning. Globally, tech stocks weigh on sentiment as Asia slides and Wall Street posts its worst fall since early October, with doubts emerging over a December Fed rate cut. Meanwhile, gold retreats, oil stabilises, and the dollar softens as the US government reopens. We also take you through the stocks in focus — from Tata Motors CV arm's weak Q2, Hero MotoCorp's steady performance, and BDL's strong order win, to earnings from Voltas, LG Electronics, Apollo Tyres, Jubilant Foods, Vishal Mega Mart and more. Pine Labs makes its Dalal Street debut and Capillary Tech's Rs 877 crore IPO opens. In today's episode of Market Minutes, Nandita Khemka breaks down the key movers from Wednesday's trade, sector trends, and what experts are watching as the index inches closer to the 26,000 level. Tune in for all this in today's Market Minutes

In this episode of the Tesla Motors Club podcast, Louis and Doug discuss info gleaned from the Q2 earnings call. The hosts analyze the current state of self-driving technology, compare Tesla's approach to competitors like Waymo, and discuss the implications of massive AI spending versus actual revenue. Other topics include new Tesla Model Y variants, the opening of the Tesla Diner in LA, Optimus, humanoid robots, and more! Recorded July 27, 2025 and still relevant!Show notes and commentsLive version on YouTubeVisit our website at https://teslamotorsclub.com/Chapters:00:00 Intro00:50 Robotaxi Trials in Austin - Initial Impressions10:56 Uber's Partnership with 3rd Party Robotaxis16:35 Licensing Tesla's Self-Driving Technology19:30 AI5 Delays and 10X HW4 Parameters27:03 XAI Fundraising and the AI Bubble34:22 Would Tesla buy XAI?38:34 Vibe Physics45:28 AI in Space - Technical Challenges47:58 Model Y Variants53:27 Tesla Diner Opening in LA57:45 Optimus Competitors and Humanoid Robot Safety1:02:15 OutroCo-hosts-Louis: @nebusoftDoug: @dougProducers-Daniel: @dannyDoug: @dougSocial-Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: ‎‎Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Listen to Tesla Motors Club Podcast on TuneInRSS: https://feeds.buzzsprout.com/1950101.rssSupport us-PayPal: PayPal.MeTeslaMotorsClub website: Account upgrades Get up to $1,000 of a New TeslaSupport the show

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.In this video, we cover:✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an AI-focused model context protocol).✅ The Big Vision: How these acquisitions fit into Figma's goal to become the go-to platform for creating usable software, easily and intuitively.✅ The Financials: We break down Q2 ✅ Future Outlook: Management is guiding for a growth slowdown to 33% for Q3 and taking a hit on margins for the sake of expansion. Is this a red flag or a smart long-term play?✅ The Verdict: Is Figma stock a buy, sell, or hold at its current price? We give our final analysis and key takeaways.Timestamps:[00:00:00] What Figma Does: A review of Figma's end-to-end platform that helps companies with fast, agile software development from ideation to shipping.[00:02:45] Q2 Acquisitions: Breaking down the purchases of Payload, a Content Management System (CMS), and the AI coding startup, Modify.[00:04:45] AI Strategy & New Products: How Figma is using AI to be a disruptor with new tools like Figma Make, Draw, Sites, and Buzz, which were announced at its Config developer conference.[00:06:45] Model Context Protocol (MCP) Explained: Understanding how Figma connects designs to LLMs for coding assistance, with its Gen AI product housed on Amazon AWS.[00:08:30] Q2 Earnings & Valuation: Analyzing the first public report with $250M in revenue and a $26B+ market cap, compared to Adobe's failed $20B acquisition offer from three years prior.[00:10:30] CapEx & Hidden Costs: Exploring why even an "asset-light" company like Figma spends millions on physical hardware and cloud infrastructure from partners like AWS.[00:12:30] Future Financial Guidance: Breaking down the outlook for Q3 and the full year, including an expected growth slowdown and lower margins to fuel expansion.[00:14:05] Our Investment Strategy: Why we are being patient due to the high valuation and would only consider a very small Dollar-Cost Averaging (DCA) approach if we were to buy now.What are your thoughts on Figma's strategy? Let us know in the comments below!

NIO Q2 2025 Earnings Analysis: The Objective Bull's PerspectiveNIO just reported their Q2 2025 earnings with a $697 million loss, and instead of rushing out a hot take, I waited 24 hours to let the numbers marinate. As a NIO bull trying to stay objective, here's my honest breakdown of what these earnings really mean.What We Cover:NIO's narrowed losses and improved operational efficiencyThe path to Q4 profitability - realistic or overpromised again?Multi-brand strategy momentum (NIO, Onvo, Firefly)September delivery guidance that could break recordsCommunity reactions from bulls, bears, and everyone in betweenWhy the energy ecosystem angle changes everythingBalance sheet concerns and cash runway realityTechnical competitive advantages being overlooked2026 product roadmap and strategic focusKey Takeaways:NIO posted their smallest loss since Q4 2023 with 26% quarter-over-quarter improvement. R&D expenses down 6.6% while deliveries jumped 71% QoQ. The company is targeting 150,000 Q4 deliveries and their first quarterly profit.But execution remains the biggest question mark. William Li has missed delivery and profitability targets before. The difference this time? Operational improvements are already showing, and the multi-brand strategy is gaining real traction.The Bottom Line:NIO is at an inflection point. The next six months will determine whether they become the Chinese Tesla or a cautionary tale about overpromising. Current share price around $6.32 suggests the market is pricing in about 50/50 odds of successful execution.This isn't financial advice - just one NIO bull's attempt to stay grounded while analyzing one of the most controversial stocks in the EV space.#NIO #EVStocks #EarningsAnalysis #ChineseEVs #NIOStock #BatterySwapping #ElectricVehicles #StockAnalysis #Investing #TechStocks

Chili's had another eye-popping quarter. That's in stark contrast to the broader restaurant industry, which is struggling. And a federal labor judge has ruled against Starbucks.

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut. What's in store for this new layer of data centers purpose built for the AI era? Learn financial metrics you'll need as you measure the progress of these companies.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #coreweave #vrwv #nebius #nbis #neocloud #aidatacenter #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Overview of Neo-Clouds: Coreweave and Nebius(03:54) Coreweave's Q2 Earnings(06:55) Nebius Q2 Highlights and Financial Health(08:48) Key Financial Metrics and Ratios(11:45) Conclusion and Final ThoughtsNick and Kasey own shares of Nebius

CEO Jeremy Allaire talks with TITV Host Akash Pasricha about Circle's Q2 Earnings. We also talk with Yueqi Yang about crypto treasury stocks, Xero CEO Sukhinder Singh Cassidy discusses the company's growth strategy, and we get into GPU code generation with Waleed Atallah, CEO of Mako.Articles discussed on this episode:https://www.theinformation.com/articles/cryptos-red-hot-stock-trade-shows-signs-cooling https://www.theinformation.com/briefings/crypto-exchange-bullish-seeks-990-million-upsized-ipoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Sign up for the AI Agenda newsletter.

Today on our show:Amazon Reports Earnings, Dogged by AI QuestionsShopify Q2 Earnings Show Its Not Going AnywhereKlaviyo Delivers Growth, But Efficiency Still LackingRecap from Austin: Auctane's Spicy Innovation Delivered Event- and finally, The Investor Minute which contains 4 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Meta made $46 billion dollars in Q2 alone. That's the important thing to know. It's 21% growth over Q2 2024.Instagram has added reposts - the ability to share content directly to your feed so others can see it. Also, they've added a map feature to see your friends and what they're sharing. Links:Meta: Q2 Earnings Report Call (Social Media Today)Instagram: New Instagram Features to Help You Connect (Blog) (Video)Sign Up for The Weekly Email Roundup: NewsletterLeave a Review: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Me on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@danielhillmedia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Today on our show:Bigcommerce Rebrands as Just CommerceUPS Q2 Earnings Highlights Strange Economic TimesLast Flight of the Aggregator: OpenStore Valuation BurnsAmazon Pulled out of Google Shopping for AI, not for Advertising- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Strategy posted a record $10 billion in net income. Coinbase missed estimates and stock dropped. But analysts say both tell a deeper story about how crypto companies are adapting. It's earnings season in crypto—and the stories couldn't be more different. Strategy (formerly MicroStrategy) just posted $10 billion in net income, boosted by Bitcoin's price and new fair value accounting rules. But can the company keep this up? Coinbase missed Q2 estimates, sending its stock down. Yet Owen Lau of Oppenheimer says the long-term setup may be more bullish than the market thinks. In this double interview, Unchained's Steven Ehrlich sits down with: Lance Vitanza from TD Cowen to break down Strategy's accounting shift, capital markets evolution, and whether its growing BTC pile presents systemic risks Owen Lau from Oppenheimer to unpack Coinbase's earnings miss, how new bank partnerships may remake it as a TradFi infrastructure provider, and why Q3 may tell a different story Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Mantle FalconX Guests: Lance Vitanza, Lance Vitanza, Managing Director & Director of Equity Research at TD Cowen Owen Lau, Executive Director and Senior Analyst in the equity research department of Oppenheimer & Co Learn more about your ad choices. Visit megaphone.fm/adchoices

MARA beat expectations for Q2, the SEC approves in-kind BTC ETFs, and Bitmain is shipping more raw materials to the U.S.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.Subscribe to our newsletter! **Notes:**• Mara revenue up 12% to $238.5M in Q2• Bitcoin at $118k with hash rate at 900 EH/s• Hash price around $58.70/PH/day• Fees represent only 1% of block subsidy• Bitmain shipped 187 tons of parts to US• SEC approves in-kind BTC ETFsTimestamps:00:00 Start02:24 Difficulty Report by Luxor06:21 MARA Q2 earnings call14:29 Cleanspark15:01 SEC in-kind Bitcoin ETF approval20:43 Bitmain is shipping in Antminer parts to the US28:30 Pure-play miners to outperform as HPC hybrids

Scotty O traditional Amazon earnings call commentary and opinion on the call. No other breakdown quite like this one. Satire and mostly made for fun.  Enjoy Always Off Brand is always a Laugh & Learn!       FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email eTail Boston! https://etaileast.wbresearch.com/ REGISTER NOW and get 20% off use the CODE: ALWAYSOFFBRAND Quickfire Podcast Network Shows: Brain Driven Brands  YouTube: https://www.youtube.com/@SarahLevinger Apple: https://podcasts.apple.com/us/podcast/brain-driven-brands/id1752169629   QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon.Hayley is the Director of Ecommerce at Camco Manufacturing and is responsible for their very substantial Amazon business. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music “Office Party” available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   “Always Off Brand” is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

MicroStrategy's new Stretch preferred equity product raised $2.5B—5x oversubscribed—marking the largest U.S. equity IPO in 2025 so farStretch offers a 9% yield, targeting fixed-income investors, and positions MicroStrategy to tap into trillions in money market capitalDiscussion of the growing trend of Bitcoin Treasury companies, with over 160 firms now holding BTC on their balance sheetsAlex and John caution investors to treat Bitcoin-related equities as high-risk—spot Bitcoin should remain the core holdingRay Dalio now recommends a 15% allocation to Bitcoin or gold, signaling growing institutional acceptance of Bitcoin as digital goldThe IMF's energy FUD was debunked, with Daniel Batten and Lynn Alden praised for educating on Bitcoin's use of stranded/wasted energyU.S. government reaffirms the right to self-custody Bitcoin; however, progress on establishing a strategic Bitcoin reserve remains stalledCoinbase quietly added 2,500 BTC in Q2—its largest quarterly accumulation yet—but is still criticized for its crypto-first strategyGalaxy Digital's $9B sale of 80K BTC had limited impact, showing Bitcoin's market depth and growing institutional demandTucker Carlson's discussion of central banks funding perpetual war is a sign Bitcoin-aligned ideas are entering mainstream discourse Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots. Subscribe to our newsletter!  **Notes:** • Mara revenue up 12% to $238.5M in Q2 • Bitcoin at $118k with hash rate at 900 EH/s • Hash price around $58.70/PH/day • Fees represent only 1% of block subsidy • Bitmain shipped 187 tons of parts to US • SEC approves in-kind BTC ETFs Timestamps: 00:00 Start 02:24 Difficulty Report by Luxor 06:21 MARA Q2 earnings call 14:29 Cleanspark 15:01 SEC in-kind Bitcoin ETF approval 20:43 Bitmain is shipping in Antminer parts to the US 28:30 Pure-play miners to outperform as HPC hybrids

In today's episode, Tyler dives into the latest tech earnings reports following another busy week of Q2 Earnings. Tyler also pulls back the curtain on Federal Reserve decisions, the ongoing impact of J Powell's policy decisions, and why this moment in the market cycle might be a golden "buy the dip" opportunity. Tune into today's podcast to learn more.

Today, Meta announced their earnings report for the 2nd quarter of 2025 and in this short and quick episode, I cover the most important things advertisers need to know and why it's such great news for advertisers! Website: https://philgrahamdigital.com

So far this month, the S&P 500 index has returned more than twice its long-term average return for July. Notably, the S&P 500 Equal Weight index, which gives equal importance to small and large companies alike, reached two all-time highs last week from none for this year. The index's two largest sectors are industrials and financials, sectors that follow the ups and downs of the overall economy. When many stocks are participating in an uptrend, it usually means the uptrend is stronger.Meanwhile, the recent US-EU trade deal, which includes a 15% tariff on European goods, should put pressure on Mexico and Canada to get deals done by the Friday deadline. However, negotiations may not be as straightforward: Canadian Prime Minister Carney said last week that Canada "will not accept a bad deal", and Trump said, “We haven't really had a lot of luck with Canada. I think Canada could be one where there's just a tariff, not really a negotiation."

Tesla held its earnings call for Q2, and I've got highlight clips from Elon Musk and the Tesla executive team, plus a summary and analysis of all the news. Plus: the Tesla Diner is now open – and I got to go eat there! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps and there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! WIN AN EV WHILE GIVING TO A GREAT CAUSE: For your chance to win your dream EV in the 2025 ChesedChicago raffle, head to https://ccraffle.com?utm_source=ridethelightning&utm_medium=podcast&utm_campaign=06.15.25 . Hurry, tickets are limited and only 9,999 tickets will be sold, get your tickets today and use code RTL for $25 off of two tickets or $500 off of 15 tickets. Whether you win or not, you're helping a great organization help families in need. And don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call or Skype is 1-888-989-8752. INTERESTED IN AN EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their “One-time Payment” option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!).  BONUS: If you're in or going to be in the greater San Francisco Bay Area, bring your car to Immaculate Reflections! They're offering a Summer special: $200 off of any paint correction service, $500 off of any ceramic coating package, and 15% off of any PPF package. And I realize that 15% may not sound like a lot, but on a front end PPF that's a solid couple hundred bucks off, and if you go full-body PPF like me you're saving over $1000 right there. Thank you Jeff for offering these generous discounts to my audience! Check out his website at irdetailing.com

AI Semiconductor investors are closely watching Google's parent company ALPHABET STOCK following their earnings report. This ALPHABET STOCK EARNINGS report is closely tied to the performance of AI stocks. Don't forget to do your own research before investing in the STOCK MARKET. Bullish for Nvidia NVDA Stock and Broadcom AVGO Stock.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $GOOGLDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

General Motors CFO Paul Jacobson speaks on the company's second quarter earnings, effect of Trump's tariffs on EV sales, and profits with Bloomberg's Katie Greifeld and Sonali BasakSee omnystudio.com/listener for privacy information.

This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team regarding measuring household engagement, its upcoming interactive ad launch, the impact of the recent price hike, its deal with TF1, and the acquisition of content assets. We also detail NBCU's decision to raise Peacock's monthly subscription by $3, as well as the new US-based SVOD service from the BBC. Finally, we discuss Deltatre's plans to acquire Endeavor Streaming, which raises questions about the state of Deltatre's business, as no metrics have been provided since its acquisition in 2022.Podcast produced by Security Halt Media

In this episode of IBA Insider, Neil Fraser CFA, Manager – Airline Analysis and Senior Aviation Analyst, Andreea Fasole-Berghes unpack the latest headlines shaping global aviation.They discuss Wizz Air's sudden exit from Abu Dhabi, what the lifting of the US ban on GE aero-engine exports means for COMAC, and broader market pressures facing the industry.Tune in for expert insight into what these developments signal for airlines, manufacturers, and investors.Have questions or want to learn more? Get in touch with the IBA team at marketing@iba.aero. For more information on our US-focused webinar, please visit our website: https://www.iba.aero/resources/webinars/ibas-webinar-aviation-in-the-americas-credit-capacity-and-capital/Sign up for the newsletter - https://www.iba.aero/sign-up/LinkedIn - https://www.linkedin.com/company/iba-aviation-consultancy/YouTube - https://www.youtube.com/channel/UCSkPhTf-05htY99V79fklMAWebsite - www.iba.aero

In today's episode, Kip calls out the mainstream financial media for their take on inflation and the impact of Trump's tariffs, sharing his unfiltered views on the Federal Reserve and Jay Powell's role in the current economic landscape. He also recaps the start of Q2 earnings and shares his outlook for the quarter. Tune into today's podcast to learn more

Today's Full Court Finance at Zacks dives into three stocks—Fastenal (FAST), Taiwan Semiconductor Manufacturing Co. (TSM), and Netflix, Inc. (NFLX)—to buy heading into their second-quarter earnings releases and hold. These three stocks offer investors unique exposure for long-term upside across various areas of the economy that aren't going out of style.  (0:15) - Stock Market Update: Everything You Need To Know Right Now (3:50) - Is Fastenal Stock A Strong Long-term Buy and Hold Investment? (10:05) - Buy This Semiconductor Powerhouse Stock Now? (14:15) - Should You Buy Netflix As It Continues To Crush Tech?               Podcast@Zacks.com

Chris and Tim come at you after a week off and are talking about the Q2 Earnings for Disney, The announcement of a new and technologically advanced Disneyland coming to Abu Dhabi, and the changes coming to Call of Duty. The guys also talk about how Fortnite is coming back to iOS and also the sentencing of the former Disney Employee who altered menus and displays in restaurants at Disney World.

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #MarketVolatility #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here:  https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #EstatePlanning #InheritanceTips #WealthManagement #FinancialLegacy #TrustsAndWills #RaisingChickens #RentaChicken #EggPrices #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends  #InvestingAdvice #Money #Investing

FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com