Podcasts about salesforce crm

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Best podcasts about salesforce crm

Latest podcast episodes about salesforce crm

TD Ameritrade Network
Stock Market This Week: Tariff Volatility, NVDA & CRM Earnings

TD Ameritrade Network

Play Episode Listen Later May 30, 2025 2:46


The holiday-shortened week ended with all four indices closing high, led by a 2% in the NDX. Trading sessions faced volatility in the form of tariff headlines, leaving investors with more questions around trade deals. Nvidia (NVDA) led earnings headlines with its mixed report, while Salesforce (CRM) traded lower despite posting stronger-than-expected numbers. Alex Coffey carries investors through 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

TD Ameritrade Network
Chart of the Day: CRM After Earnings

TD Ameritrade Network

Play Episode Listen Later May 29, 2025 3:04


Rachel Dashiell turns to Salesforce (CRM) after it reported better-than-expected earnings. She labels the company as a laggard in its sector group despite the company's rally. Rachel highlights the levels investors should watch moving forward.======== 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

TD Ameritrade Network
China, U.S. Relationship Creates NVDA Uncertainty, CRM Beat and Raise

TD Ameritrade Network

Play Episode Listen Later May 29, 2025 7:11


Nvidia (NVDA) saw the most substantial earnings move in several quarters. Jenny Horne says the positivity may come from the company's transparency in how China tariffs will affect the top line. She talks about the challenges a strained U.S. and China relationship will have on Nvidia long-term. As for Salesforce (CRM), she dives into the company's report and talks about how its Informatica acquisition will support Agentforce.======== 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

TD Ameritrade Network
CRM Informatica Acquisition Uncertainty, Age of A.I. Agents Just Starting

TD Ameritrade Network

Play Episode Listen Later May 29, 2025 6:12


Salesforce (CRM) initially rallied after earnings but reversed heavily into today's opening bell. Nick Raich points to uncertainty and fear of the company's Informatica acquisition as the culprit behind the sell-off. That said, he believes investors will eventually see it as a positive. Keith Kirkpatrick agrees, saying that Informatica will assist in Salesforce's data management. He adds that it holds long-term prospects with the age of A.I. agents are just beginning.======== 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

TD Ameritrade Network
Chart of the Day: CRM Ahead of Earnings

TD Ameritrade Network

Play Episode Listen Later May 28, 2025 3:30


Ben Watson pops by Morning Movers with a look at Salesforce (CRM) ahead of earnings. On the 5-day chart, he sees support around $270 and a resistance range around $281-$288. Zooming out to a 1-year timeframe, Ben points out a sideways overall trend with its RSI echoing a building bullishness.======== 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

TD Ameritrade Network
"Don't Sleep on" CRM Earnings, Options Volatility "Too Low"

TD Ameritrade Network

Play Episode Listen Later May 28, 2025 8:08


It's not just Nvidia (NVDA) reporting earnings after the bell. Salesforce (CRM) also reports, as investors await to hear more on the company's $8 billion acquisition of Informatica (INFA) and future of A.I. agents. Alex Coffey goes over all the metrics investors should watch in earnings. Scott Bauer with Prosper Trading Academy argues "volatility is too low" for options, and can swing in either direction depending on the guidance. He offers an example options trade for Salesforce.======== 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

TD Ameritrade Network
EARNINGS ALERT: CRM, ELF, S

TD Ameritrade Network

Play Episode Listen Later May 28, 2025 12:05


Salesforce (CRM) had a strong showing in its after hour earnings thanks to data cloud and Agentforce growth. However, e.l.f. Beauty (ELF) and SentinelOne (S) sold off after showing weaknesses in their reports. Alex Coffey is joined by Jeff Pierce and Scott Durfey as the panel takes a closer look at the earnings driving postmarket price action.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Today: NVDA, CRM & S After Hour Earnings

TD Ameritrade Network

Play Episode Listen Later May 28, 2025 2:43


Fairly muted trading action on Wall Street ended with a last-minute sell-off, sending stocks sliding into the red. However, Nvidia (NVDA) offered a bright spot with its postmarket rally despite missing on EPS and data center revenue. Salesforce (CRM) served as a bright spot in A.I. software, while SentinelOne (S) did not meet investor expectations. Alex Coffey carries investors through the biggest after-hour 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

TD Ameritrade Network
AVPT Powers Ahead: Growth Driven by Data Security & A.I. Demand

TD Ameritrade Network

Play Episode Listen Later May 9, 2025 7:39


Avepoint (AVPT) had a strong quarter, with over 20% year-over-year growth in all three regions and customer segments. CFO Jim Caci credits the company's focus on profitable growth and controlling what it can in an uncertain environment. He also highlights the growing importance of data security, governance, and resilience, particularly in the Microsoft (MSFT), Alphabet (GOOGL), and Salesforce (CRM) environments where Avepoint operates.======== 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

TD Ameritrade Network
Howard: Markets "Heading for V-Shaped Recovery," China Trade Deal Coming

TD Ameritrade Network

Play Episode Listen Later May 2, 2025 6:54


Vance Howard believes the SPX will close at either 6,400 or 6,500 by the end of the year. He says investors are capitalizing on "tremendous amounts of opportunity" left in an oversold market. Even with tariffs, Vance is confident China will come to the table, especially if Vietnam and India make trade deals with the U.S. He's keeping a close eye on major tech stocks as well, including Salesforce (CRM), Nvidia (NVDA) and Atlassian (TEAM). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Global Value
10 Best Growth Stocks to Buy Now in 2025!?

Global Value

Play Episode Listen Later Apr 30, 2025 8:45


In this video, we perform a stock analysis on 10 of the top stocks that may be best to buy now in 2025. The super investors featured include Warren Buffett, Michael Burry, Chris Davis, and David Tepper. Their stocks? Ulta Beauty (ULTA), Veeva Systems (VEEV), Copart (CPRT), Atlassian (TEAM), Palo Alto Networks (PANW), Lam Research (LCRX), Applied Materials (AMAT), Alibaba (BABA), Salesforce (CRM), and Home Depot (HD). Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best growth stocks to buy now? Do "super investors" know something we don't? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#growthstocks #superinvestors #growthstocks2025 #stockmarket2025 #stocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #topstocks2025 #beststocks2025 #beststockstobuynow #growthstockstobuy #topgrowthstockstobuynow

TD Ameritrade Network
PEGA Soars 20% This Week on Strong Earnings and Gen A.I. Traction

TD Ameritrade Network

Play Episode Listen Later Apr 24, 2025 8:22


Pegasystems (PEGA) shares have rallied over 20% this week after a strong earnings report, with revenue growth of 44% and a beat on top line estimates. COO and CFO Ken Stillwell joins us to break down the results, citing strong uptake of its new Pega Blueprint technology and success in helping clients automate work and streamline processes using Gen A.I. Stillwell attributes the company's success to its focus on re-envisioning how work is done, driving efficiency, and scaling businesses, differentiating itself from competitors like ServiceNow (NOW) and Salesforce (CRM). While some clients have expressed concerns about the impact of tariffs, Stillwell notes that software companies like Pega have some insulation from the tariff discussion due to their non-physical product offerings.======== 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

TD Ameritrade Network
Chart of the Day: CRM's $230 Level in Focus

TD Ameritrade Network

Play Episode Listen Later Apr 21, 2025 3:16


Salesforce (CRM) shares are down following an upgrade at Guggenheim. Rachel Dashiell points to a strong downtrend thus far in 2025, and says the $230 level will be a key focal point for investors looking for support. On a longer-term 5-year chart, Rachel notes a significant move off of CRM's 2022-lows but again highlights the $230 level as a historical testing point for this 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

The Working With... Podcast
How to Build A Productive Team

The Working With... Podcast

Play Episode Listen Later Apr 13, 2025 12:33


This week, how to manage your team (and your boss) productively You can subscribe to this podcast on: Podbean | Apple Podcasts | Stitcher | Spotify | TUNEIN Links: Email Me | Twitter | Facebook | Website | Linkedin Get Your Copy Of Your Time, Your Way: Time Well Managed, Life Well Lived The Time Sector System 5th Year Anniversary The YouTube Time Sector System Playlist Take The NEW COD Course The Working With… Weekly Newsletter Carl Pullein Learning Centre Carl's YouTube Channel Carl Pullein Coaching Programmes Subscribe to my Substack  The Working With… Podcast Previous episodes page Script | 365 Hello, and welcome to episode 365 of the Your Time, Your Way Podcast. A podcast to answer all your questions about productivity, time management, self-development and goal planning. My name is Carl Pullein, and I am your host of this show. I work a lot with managers and business leaders, where a part of their job is to manage teams of people. This kind of work can be quite different from a self-employed graphic designer, for example, whose main work each day is designing.  There's an interesting interplay going on in a team environment. Managers need information from their people. To get that information, they need to stop their team from doing their work. Then there is the team who need less distraction in order to get their work done to the highest quality and on time.  In my experience, the most productive teams are the ones who have found a happy balance between the manager's need for information and the team's need to work undisturbed.  So, the question is, how do you find that balance and if you are a member of a team with a boss who is interrupting you a little too much how do you retrain your boss?  Two questions from one wonderful listener who has sent in a question. And with that, let me hand you over to the Mystery Podcast voice for this week's question.  This week's question comes from Sam. Sam asks, hi Carl, do you have any tips and ideas for managing a team productively (I manage a team of eight) and how to manage a boss who is disorganised and never remembers what she's asked us to do. Any help will be greatly appreciated. Hi Sam, thank you for your question. It sounds like you're caught in the middle of a productivity nightmare. A boss who has no idea how to get the most out of their team and as a consequence you are unable to help your team work productively. Let's start with the easier of the two. Managing a team.  To help you get to the right place, we need to step back a little. A manager's role is to support their team. To provide them with clear instructions and the right tools, and then to keep out of the way and let them get on and do what they were employed to do.  At a strategic level that means clear communication—what do you want, how do you want it and when do you want it delivered?  And then to step back and let them get on and do it.  Let me give you an example of this in play.  I record my YouTube videos on a Wednesday. I then create the timeline of the video in Adobe Premiere Pro and send everything to my video editor to do the animations, clean things up and get it ready for publication.  In a Google Doc, I write out what I want—where I want split screen effects and other animations. I also add the date I need the finished video for.  That's communication part.  I then step back and let my video editor get on and do her thing. I don't care how she does the animations or what tools she uses—she likes to use something called CapCut, for example. Once I hand it over to my video editor, the task is in her hands and as long as she gets the edited video back to me by the deadline. I'm happy.  If she has any questions, we use a messaging service called Twist—similar to Microsoft Teams and Slack but a lot less distracting—she will message me.  And that's the support part.  It's simple, effective and allows my video editor the time and space to get on and do the work without me constantly chasing her.  Now there is another element going on here. I trust my video editor. She's never let me down and on those rare occasions when she thinks she will be late, she will message me immediately and inform me.  If you don't trust your team, who's at fault?  If you want to build a productive team, you must trust your team. It's that trust that enables you to leave your team alone to get on and do the work you employ them to do. Constantly interrupting them for updates destroys their productivity.  It's the same if you ask them to fill out activity reports and update statuses on complex software systems.  I've worked with companies that required their sales teams to maintain a Salesforce CRM system. This meant many of them stop selling on Friday afternoons to update these complex systems which often took them two or three hours.  When I was in sales, I found the best time to sell was Friday afternoons. People are more willing to close out a sale before the end of the week. Yet, in that company, they were missing out on so much business because management wanted their sales teams to update overly complex information management systems.  Every person you work with is a different person. Trying to shoehorn people into your system can be counterproductive to the overall productivity of the team.  As a manager, it's your responsibility to find out the best way to support you team members so they can work in the most effective and efficient way. That way you avoid stress building up in the team which will undermine any efforts to improve the team's productivity.  I recently heard Toto Wolf—the CEO and Team Principal of Mercedes Benz's Formula 1 team talking about how he manages his team. He implemented a policy of no meetings before 10:00 am.  What this does is allows all people to have at least an hour of undisturbed quiet time each day for doing important work.  Now, he's the leader—the CEO—yet he understands that the managers reporting to him still need time to do their work before spending most of their days in meetings.  I like another leader from the Formula 1's world, Red Bull's Christian Horner's approach. He doesn't have an engineering degree or understand the complexities of aerodynamics. He has a team of people who are brilliant at that stuff.  He sees his roll as the barrier remover. While he's the boss, and needs to know what's going on, he knows he must protect his team from the board of directors' demands and if any department requires something, it's his job to find a way to provide it for them.  Productive teams are built from the top. That means the manager must communicate clearly what they want, how they want it and by when. Then step back and let the team get on and do the work.  I remember another company I once worked for. The director was a highly intelligent person in her field. Yet, she had somehow developed a managerial arrogance where she believed she did not need to learn how to use the company's database because her project managers could tell her what she needed to know when she needed to know something.  This led to her project managers dropping everything to find the information she wanted whenever she asked for it. It created a horrible atmosphere in the company and the team was very unproductive.  She would hold five hour team meetings every Friday, where everyone was expected to attend. This further undermined the teams productivity and they were often late in completing projects which meant project managers had to work late and into the weekend to catch up.  This director's staff turnover rate was the highest in the company, worldwide, and it was all created by this one individual who did nothing to support her team.  The solution was to go back to the basics. Communicate what you want, clearly and concisely—you don't need weekly five hour meetings to do that—and then to step back and let your team get on and do their work. The work they were employed to do.  Never, as a manager, believe that your team is there to support you. It's not. You are there to support them.  Now, if you are not the manager but have a manager who is destroying your productivity what can you do?  This goes to managing expectations.  It's very easy to fall into line and say yes to your boss whenever they ask you to do something. Yet, doing so is distorting expectations. Saying “yes I will get this task done today as you ask, boss,” will do nothing for your productivity if on the same day you have six hours of meetings and a proposal to get out before 4:30 pm.  You have to stand your ground and inform your boss of your schedule for the day and explain that you will not be able to do it today.  I understand, if you have always said yes to your boss, doing this will be difficult at first, but how will you change anything if you do not challenge your boss's instructions when you already know what they are asking you to do will be practically impossible?  In effect you need to retrain your boss and set more realistic expectations.  One tip I often share is to challenge deadlines. If your boss asks you to send them something, reply and tell them you will get it to them by the end of the week (or early next week).  The worst thing that will happen is your boss will push back and tell you they need it right now. That's great because they've saved you a decision. You need to do it right now. So do it.  However, in the majority of cases, your boss will accept your timeline. They're busy too, after all.  However, the critical part of this is you follow through and deliver what they asked for when you said you will do it. If you don't, you lose trust. You want your boss to trust you. And if, for whatever reason, you find you cannot do what you said you would do, when you said you would do it, you must inform them as soon as you know—something my video editor will do.  And incidentally, you should be doing this with your customers and clients too. This can be another area where some preconceived ideas about customers and clients can lead to productivity issues.  Be clear when you are communicating with your customers and clients. Set realistic expectations—and telling them that you will always be available if they ever need you is not a realistic expectation. What happens if you're giving birth when they call (as happened to one of my clients), or you're in a meeting with another client?  Tell your customers how best to get in touch with you and that if you cannot respond immediately you will get back to them as soon as you can.  I hope that has helped, Sam. Thank you for your question and thank you for listening.  It just remains for me now to wish you all a very very productive week. 

TD Ameritrade Network
Tech Corner: CRM

TD Ameritrade Network

Play Episode Listen Later Mar 28, 2025 5:40


Salesforce (CRM) and its agentic A.I. "Agentforce" offering are the subject of this week's Tech Corner. George Tsilis dissects the company's business model and dominance in the CRM market versus competitors like Microsoft (MSFT), HubSpot (HUBS) and SAP (SAP).======== 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

TD Ameritrade Network
A.I. in the Office: CRM, HUBS "Agents" Ready to Deploy

TD Ameritrade Network

Play Episode Listen Later Mar 25, 2025 8:39


Salesforce (CRM) "Agentforce" agentic A.I. technology is "real wood behind the A.I. arrow" says Macquarie's Steve Koenig. However, he adds "there's a lot of things they need to do to make the technology work" to build customer confidence. Steve sees a 2 year outlook for significant monetization of Agentforce. For CRM competitor HubSpot (HUBS), he says the company's strategy is focused and easy for smaller and mid-sized businesses to deploy.======== 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

TD Ameritrade Network
AMZN King in Retail & Cloud, PGR Defensive Pick, Software's A.I. Edge

TD Ameritrade Network

Play Episode Listen Later Mar 14, 2025 9:50


Jed Ellerbroek talks about his top stock picks as tariff uncertainty continues to circulate in the markets. He labels Amazon (AMZN) as a dominant company not just in retail and ecommerce, but also in A.I. and cloud through AWS. Jed argues that everyone needs insurance, labeling Progressive (PGR) as an outperformer compared to its industry peers. He notes software companies like Salesforce (CRM) are still in their early stages for A.I. integration and have room to haul in more profits.======== 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

TD Ameritrade Network
Expect "More Pain" as Market Finds Bottom & Beaten-Down Names to Buy

TD Ameritrade Network

Play Episode Listen Later Mar 13, 2025 7:43


Have markets reached the bottom of turbulent selling action? Mish Schneider highlights the levels she's watching in the SPX where she expects a bounce to occur. She points to volume inflow on green days as a turnaround sign. Mish talks about Adobe (ADBE), IBM Corp. (IBM), Salesforce (CRM) and Novo Nordisk (NVO) as companies to watch once the upswing starts.======== 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

Financial Advisor Success
Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones

Financial Advisor Success

Play Episode Listen Later Mar 11, 2025 90:00


Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced features and higher cost—to streamline processes and workflows while working at a mid-sized advisory firm without the need for costly Salesforce developers, demonstrating how a well-optimized CRM can enhance efficiency across the firm. Listen in as Lorie shares how she leverages Salesforce's "clicks not code" functionality to create custom automations—such as her innovative "magic buttons"—that streamline firm operations, from client onboarding to money movements. She also discusses her journey from an administrative role to firm partner, her transition into full-time advising to focus on serving high-net-worth women, and how she overcame the challenges of launching her own practice. Lorie also reflects on balancing earning her CFP and MBA while raising five children, how starting a podcast helped her gain confidence in prospecting, and why learning from mentors empowered her to take bold career risks. For show notes and more visit: https://www.kitces.com/428

TD Ameritrade Network
SNOW Goes Higher, CRM Choppy After Earnings

TD Ameritrade Network

Play Episode Listen Later Feb 27, 2025 6:14


Outside of Nvidia (NVDA) earnings, Snowflake (SNOW) shares soared after a strong report. Kevin Green points to "optimism" in the company's A.I. story as a positive. SNOW added a larger partnership with OpenAI and integration into Microsoft (MSFT) Azure as the company further defines its role in the A.I. space. Elsewhere, Salesforce (CRM) misses Street estimates for revenue. Kevin points to weaker FY26 guidance as a "frustration" for investors to grapple with.======== 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

TD Ameritrade Network
Stock Market Morning Minute: NVDA, CRM, SNOW

TD Ameritrade Network

Play Episode Listen Later Feb 27, 2025 2:09


Nvidia (NVDA) shares rise after the A.I. chipmaker beat on topline revenue and EPS. Meanwhile, Salesforce (CRM) slides after missing revenue expectations. And, Snowflake (SNOW) spikes higher as the company's A.I. revenue and guidance impress investors. Tom White has the latest to watch 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 – 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

TD Ameritrade Network
Stock Market Today: NVDA Beats, CRM Mixed, SNOW Soars

TD Ameritrade Network

Play Episode Listen Later Feb 26, 2025 2:25


Even though markets closed mixed heading into Nvidia's (NVDA) earnings, the tech giant muscled yet another beat that included record quarterly revenue. Reaction heading into the conference call was mixed despite the strong numbers. The software side of earnings painted a mixed picture, with Salesforce (CRM) showing some weakness while Snowflake (SNOW) managed a beat. Caroline Woods takes investors through a highly-anticipated day on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
EARNINGS ALERT: CRM, SNOW, EBAY

TD Ameritrade Network

Play Episode Listen Later Feb 26, 2025 14:50


Salesforce (CRM), Snowflake (SNOW) and Ebay (EBAY) kick off a busy postmarket earnings slate. CRM misses 4Q revenue estimates and shares slip lower ahead of its conference call. Meanwhile, SNOW leaps higher as the company announces a partnership with OpenAI. And, following a huge run-up in 2024, EBAY fades after a 4Q earnings beat. Caroline Woods and Scott Durfey provide instant reaction.======== 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

TD Ameritrade Network
CRM's Breakout Potential as DeepSeek "Winner"

TD Ameritrade Network

Play Episode Listen Later Feb 26, 2025 11:22


Caroline Woods says Salesforce (CRM) can prove itself a "winner of the DeepSeek announcement." The company will report earnings at the close, and Caroline says its capitalization on A.I. will be what investors watch the most. Scott Bauer with @ProsperTradingAcademy believes the company will surpass expectations and offers his own example options trade.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/aboutc

TD Ameritrade Network
NVDA's DeepSeek Earnings Risk, CRM Uncertainty & CAVA Closes Gap

TD Ameritrade Network

Play Episode Listen Later Feb 24, 2025 11:50


Gareth Soloway says buyers are meeting substantial resistance, leading to potential of more selling action. He later turns to his analysis on specific stocks, including Nvidia (NVDA), which he thinks can give way after the A.I. giant's earnings. He also explains why Salesforce (CRM) can run either way while leaning bullish on Cava Group (CAVA). As Gareth explains, Bitcoin also waves a bearish flag, creating 20% downside risk.======== 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

TD Ameritrade Network
NVDA, CRM & HD: Charting This Week's Earnings

TD Ameritrade Network

Play Episode Listen Later Feb 21, 2025 14:01


This upcoming week will have plenty of earnings to watch, including the king of the market: Nvidia (NVDA). Jenny Horne discusses the news flow surrounding the A.I. giant heading into its report, as well as those of Salesforce (CRM) and Home Depot (HD). Rick Ducat highlights the bearish and bullish trends for all three 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

Tech Sales Insights
E193 - Hard Work Pays Off: Lessons on Building GTM at a New Product Launch

Tech Sales Insights

Play Episode Listen Later Jan 23, 2025 37:31


In this episode of Tech Sales Insights, Randy Seidl is joined by Dave Greenberger, VP and Head of North America at CHEQ, to discuss the intricacies of building effective go-to-market strategies for new product launches. Sponsored by Titan X, the episode delves into outbound sales effectiveness, customer engagement, and the role of culture in sales execution. Dave shares insights on leveraging sales ops, identifying product-market fit, and the importance of continuous learning and adaptation in sales. The episode also highlights tools like Gong and ZoomInfo that are instrumental in their sales processes. Together, Randy and Dave provide valuable lessons from Dave's extensive experience in tech sales and startup environmentsKEY TAKEAWAYSImportance of Hard Work and Culture: Emphasis on a culture of constant learning, adaptation, and hard work for successful product launches and enterprise sales.Sales Ops and Technology: Vital role of sales operations and leveraging technologies like Gong and ZoomInfo for better sales performance and forecasting.Channel Partnerships: Strong partnerships and utilizing channels are crucial, especially when selling to large enterprises.Customer Focus: Ensuring customer satisfaction and iterating based on feedback is essential for achieving product-market fit.Complacency in Sales: The importance of avoiding complacency and continuously striving for improvement and additional insights within sales processes.Coaching and Training: Leveraging tools like Gong for coaching and training is pivotal, using structured programs and methodologies.Mentorship: Value of having mentors and learning from experienced professionals in the field.Goal Setting: Implementing structured goal-setting frameworks for personal and professional growth can drive sustained success.QUOTES"The thing that separates the good from the great is just continuing to go that little extra mile.""You need a whole machine and sales ops and a set of analysts that are throwing data in your face, testing every intuition you have.""When you can go at the high range and people still spark their interest, that's when you know you start to got something."Find out more about Dave Greenberger through the link/s below:https://www.linkedin.com/in/davidgreenberger/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

TD Ameritrade Network
Wedbush Sees PLTR "Path to Become Next ORCL or CRM"

TD Ameritrade Network

Play Episode Listen Later Jan 23, 2025 3:15


Jenny Horne details the latest bullish call on Palantir (PLTR) as Wedbush raises its price target to $90 from $75. Analyst Dan Ives' continues to refer to the stock as the "Messi of A.I." and maintains an Outperform rating on PLTR. He sees room for 17% more growth and makes the case that PLTR could become the next Oracle (ORCL) or Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Today: GE 18-Year High, PLTR "Next ORCL, CRM," Nuclear Rally

TD Ameritrade Network

Play Episode Listen Later Jan 23, 2025 2:26


What started as a mixed day ended with all four indices closing higher and the SPX tapping a new intraday record. Included in the rally: GE Aerospace (GE), which reached an 18-year high after a notable earnings beat and promise of a share buyback. Palantir (PLTR) has a path to becoming the "next Oracle (ORCL) or Salesforce (CRM)" according to Wedbush, and nuclear stocks like Constellation Energy (CEG) rallied thanks to a small-cap collaboration. Oliver Renick runs through the day's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Options Trades in CRM and AVGO

TD Ameritrade Network

Play Episode Listen Later Jan 17, 2025 5:18


Markets are up ahead of a long weekend, and tech is behind much of the momentum. Alex Coffey offers example options trades into two names becoming favorites in the A.I. space. He first looks into Salesforce (CRM) after it got an upgrade before turning to Broadcom (AVGO) after it got a price target hike. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRM Upgrade to Buy, Spotify Cut on "Saturated" Market

TD Ameritrade Network

Play Episode Listen Later Jan 17, 2025 6:00


Jenny Horne looks at a pair of analyst moves to end the week. TD Cowen upgraded Salesforce (CRM) to Buy from Hold, as shares have reached a "compelling entry point." Meanwhile, Wolfe Research downgraded Spotify (SPOT) to Peer Perform from Outperform, citing revenue forecasts "look full" following price hikes on its consumer base. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Morning Minute: CRM, AAL, SPOT

TD Ameritrade Network

Play Episode Listen Later Jan 17, 2025 1:48


Salesforce (CRM) gets an upgrade from TD Cowen advising to buy the dip, American Airlines (AAL) gets a positive note from BoFA, and Spotify (SPOT) drops after Wolfe Research says the company's revenue forecasts look full. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
SCOTUS Bans TikTok, Market's "Exhale of Relief" & CRM A.I. Upgrade

TD Ameritrade Network

Play Episode Listen Later Jan 17, 2025 12:16


Breaking news on the Supreme Court upholding a TikTok ban interrupts Oliver Renick and Alex Coffey's macro discussion on the markets. It didn't move the needle much on the rally. Alex calls the rally an "exhale of relief" for the markets as expanding breadth offers a bigger foundation for traders. He later turns to Salesforce (CRM) after TD Cowen upgraded the stock on bullishness for the company's A.I. potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRM & PANW Downgrades, BA Upgrade

TD Ameritrade Network

Play Episode Listen Later Jan 6, 2025 7:36


Guggenheim downgraded two big winners in software: Salesforce (CRM) and Palo Alto Networks (PANW). The firm believes Palo Alto has had "several questionable quarters," while Salesforce needs to acquire more assets to meaningfully monetize Agentforce. Boeing (BA) ticked higher thanks to an upgrade from Barclays. Caroline Woods looks into some of the morning's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Global Value
10 Top Growth Stocks to Buy Now in 2025

Global Value

Play Episode Listen Later Jan 6, 2025 8:45


In this video, we perform a stock analysis on 10 of the top stocks that may be best to buy now in 2025. The super investors featured include Warren Buffett, Michael Burry, Chris Davis, and David Tepper. Their stocks? Ulta Beauty (ULTA), Veeva Systems (VEEV), Copart (CPRT), Atlassian (TEAM), Palo Alto Networks (PANW), Lam Research (LCRX), Applied Materials (AMAT), Alibaba (BABA), Salesforce (CRM), and Home Depot (HD). Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValue Are these the best growth stocks to buy now? Do "super investors" know something we don't? Find out in the video above! Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) #growthstocks #superinvestors #growthstocks2025 #stockmarket2025 #stocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #topstocks2025 #beststocks2025 #beststockstobuynow #growthstockstobuy #topgrowthstockstobuynow

TD Ameritrade Network
2024 Year in Review Chart Master: Cybersecurity, Software & China Trades

TD Ameritrade Network

Play Episode Listen Later Dec 31, 2024 11:13


Jenny Horne discusses the biggest trends 2024 had to offer. Cybersecurity took focus following July's Crowdstrike (CRWD) outages. Software flexed strength through names like Salesforce (CRM), Oracle (ORCL) and Palantir (PLTR). Volatility in China made U.S. stocks tied to the country ones to watch. Rick Ducat charts ETFs tied to the industries like HACK, IGV and FXI. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Salesforce (CRM) Must move ‘Carefully' on A.I. Offerings

TD Ameritrade Network

Play Episode Listen Later Dec 23, 2024 7:45


Steve Koenig discusses Salesforce's (CRM) Agentforce offering, which he expects to take two years to make it to mass market, and what else it has in its future. He says Salesforce must move “carefully” to understand the “elasticity” of demand and keep the A.I. tools secure between clients. He has a neutral rating and is waiting to see how this plays out before he would take a position in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

WALL STREET COLADA
Decisión de la Fed, Fusiones en Japón y Avances en IA y Salud

WALL STREET COLADA

Play Episode Listen Later Dec 18, 2024 5:00


Hoy exploramos cómo los futuros bursátiles reaccionan positivamente mientras los inversores esperan el recorte de tasas de la Reserva Federal y el discurso clave de Jerome Powell. Analizamos la reactivación de Boeing $BA tras una prolongada huelga y las implicaciones regulatorias en su producción. También destacamos las conversaciones de fusión entre Nissan $NSANY, Honda $HMC y Mitsubishi, que podrían formar el tercer grupo automotriz más grande del mundo. En el sector tecnológico, Salesforce $CRM impulsa sus ventas de IA con la contratación masiva de 2,000 vendedores y presenta Agentforce 2.0. Finalmente, en salud, revisamos el acuerdo entre Merck $MRK y Hansoh Pharma para desarrollar un prometedor fármaco preclínico. ¡Acompáñanos para conocer los movimientos estratégicos más importantes del mercado!

TD Ameritrade Network
Gamma On EP6: Gamma Monster in MSTR

TD Ameritrade Network

Play Episode Listen Later Dec 17, 2024 29:30


SpotGamma's Brent Kochuba joins Oliver Renick to discuss the options market impact on stocks, with his take on “Gamma Analysis” in today's trading world. Then, Oliver and Brent look at real world “FOMO” examples of Gamma impact in GameStop (GME), Microstrategy (MSTR), Salesforce (CRM), Tesla (TSLA) and Nvidia (NVDA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
AAPL Weighs Thinner & Foldable iPhone, Software Price Target Hikes

TD Ameritrade Network

Play Episode Listen Later Dec 16, 2024 7:20


The Wall Street Journal reports that Apple (AAPL) is considering trimming down its iPhone models and creating foldable phones. Wolfe Research bumped up price targets on several software stocks like Salesforce (CRM), Palo Alto Networks (PANW), and ServiceNow (NOW). Alex Coffey talks about what's behind the biggest tech moves of the morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Morning Minute: AVGO, NOW, CRM

TD Ameritrade Network

Play Episode Listen Later Dec 13, 2024 1:48


Broadcom (AVGO) is on the move following a strong earnings report and increased A.I. demand. Meanwhile, ServiceNow (NOW) and Salesforce (CRM) get opposite analyst moves from Keybanc. Tom White has today's early stock movers to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
COST Falters After Earnings, CRM Upgrade

TD Ameritrade Network

Play Episode Listen Later Dec 13, 2024 6:21


Costco (COST) fades from overnight highs following the wholesale retailer's 1Q earnings report. COST reported a top-and-bottom line earnings beat, with comp. sales growth across the board. Meanwhile, Salesforce (CRM) inches higher following an upgrade from KeyBanc to Overweight from Sector Weight. Jenny Horne shares details from 2 premarket movers ahead of Friday's opening bell. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
NOW Downgraded Near All-Time High

TD Ameritrade Network

Play Episode Listen Later Dec 13, 2024 4:56


ServiceNow's (NOW) downgrade from Keybanc pushed the stock to the downside after the company hit an all-time high earlier in the week. The same firm gave an upgrade to Salesforce (CRM), citing its Agentforce software as an A.I. disruptor. Jeff Pierce takes a closer look at ServiceNow's downgrade to determine how addressable market and valuation may play a role in the downtrend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRM & PLTR "Killing It" in S&P 493, AMZN & TSLA Mag 7 Favorites

TD Ameritrade Network

Play Episode Listen Later Dec 9, 2024 7:05


Andrew Graham says the growth gap between the Mag 7 and the rest of the S&P 500 has narrowed. However, he notes Amazon (AMZN) and Tesla (TSLA) as giants investors should watch. As for rising stars in the S&P 493, Michael Robinson points to Salesforce (CRM) and Palantir (PLTR) as names ushering in a new age for software. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
RBRK All-Time High, DOCU 2-Year High, HPE & GTLB Rally

TD Ameritrade Network

Play Episode Listen Later Dec 6, 2024 9:41


It's a green morning on Wall Street. Rubrik (RBRK) surged to an all-time high after posting an earnings beat and guidance raise. It's the latest cybersecurity company to continue the industry's success alongside the likes of Palantir (PLTR) and Salesforce (CRM). HP Enterprise (HPE) and Gitlab (GTLB) ignited their own rallies after earnings. Docusign (DOCU) continued its comeback story by climbing to a 2-year high. Diane King Hall explains what's drawing the green arrows in this morning's market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market This Week: PLTR All-Time High Rally, LULU Soars, Software Beats

TD Ameritrade Network

Play Episode Listen Later Dec 6, 2024 2:47


The SPX, NDX and $DJI all tapped new highs during the week as markets rally toward the end of the year. Palantir (PLTR) beat its own record thanks to new partnerships ties to the U.S. government. Lululemon (LULU) bolstered a recovery story with an earnings beat and raised guidance. Rubrik (RBRK) and Salesforce (CRM) showed continuing dominance in software. Oliver Renick dives into the week's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
MSFT "Harbor in Storm" for Tech, CRM Flexes Software Strength

TD Ameritrade Network

Play Episode Listen Later Dec 5, 2024 6:43


Dan Romanoff says this year's technology moves were "monumental" for the sector. In the Mag 7, he calls Microsoft (MSFT) a reliable name even if it doesn't always wow investors. He labels Salesforce (CRM) a name to watch with its momentum in gen A.I., adding that Adobe (ADBE) still has good quarters despite choppy guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Morning Minute, Wednesday, Dec. 4: CRM, MRVL, LLY

TD Ameritrade Network

Play Episode Listen Later Dec 4, 2024 1:58


Salesforce (CRM) is leading the market higher after a mixed earnings report, Marvell (MRVL) hit a new all-time high after its 3q report, and Eli Lilly (LLY) says weight-loss drug Zepbound outperforms WeGovy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRM Sales Beat Signals Software Strength in A.I. Trade

TD Ameritrade Network

Play Episode Listen Later Dec 4, 2024 8:31


Is software overtaking hardware's emphasis in the A.I. trade? Kevin Green explains how the rally behind Salesforce (CRM) marks a shift in focus from chips to software. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about