Podcasts about SanDisk

Bitcoin got as high as roughly $81,300 overnight and still couldn't maintain $80K. The battle is getting clearer. ETF demand remains strong, with another $242 million entering U.S. spot Bitcoin ETFs Thursday and roughly $3 billion arriving during nine consecutive positive sessions, but traders keep taking profits above $80K. The real breakout probably requires Bitcoin to turn $80K into support and then clear roughly $81K-$83K.The biggest macro catalyst today is Kevin Warsh at Jackson Hole. Treasury yields are still elevated, inflation remains uncomfortable, and markets are even considering whether the Fed may have to raise rates again. A hawkish Warsh could strengthen the dollar and yields and make Bitcoin's $80K problem worse. A more balanced Warsh could give ETF buyers another opportunity to push through.And then there's SanDisk, which may be one of the craziest stock stories of the AI boom. The stock is up more than 500% this year, but there is a real business transformation behind it: annual revenue rose 175%, data-center revenue surged 437%, Q4 gross margins reached nearly 85%, NAND prices exploded, and AI companies are consuming memory faster than manufacturers can supply it. The risk is that memory is still cyclical. SanDisk's run continues as long as AI demand and memory shortages remain stronger than new supply.Happy HODLing. Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die steigenden Nvidia-Preise, den ökonomischen D-Day und den Milliarden-Coup von Alibaba. Außerdem geht es um Seagate Technology, Sandisk, Micron Technology, Western Digital, Rocket Lab, Ford, General Motors, J.B. Hunt Transport, Cleveland-Cliffs, Nucor, Steel Dynamics, Century Aluminum, Infineon, SUSS MicroTec, Wacker Chemie, thyssenkrupp, SoftBank, KKR, Live Nation Entertainment, CTS Eventim, Robinhood Markets, Interactive Brokers. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

David Faber and Jim Cramer led off the show with a report from CNBC that sent bond yields lower: Senior Treasury officials said the department could use its General Account to fund government bond buybacks.  The anchors also set the stage for a busy market week ahead: Treasury Secretary Bessent's Monday news conference on U.S. plans for what he called "economic D-day" against Iran; Fed Chairman Warsh's upcoming keynote at the Fed symposium in Jackson Hole, Wyoming; Nvidia leads the earnings parade with quarterly results due out later in the week. U.S.-Canada trade talks fail: President Trump says tariffs on Canadian cars, trucks, auto parts and steel will increase to 50% effective January 1. Also in focus: Sandisk shares tumble; Why California's attorney general canceled its meeting with Paramount.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does mayhem in the bond market have to do with AI? And why are discount retailers getting a boost? Plus, how did Moderna help lift healthcare stocks? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does mayhem in the bond market have to do with AI? And why are discount retailers getting a boost? Plus, how did Moderna help lift healthcare stocks? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Halbleiter-Jammer, den Klarna-Kater und den historischen No-Optimismus. Außerdem geht es um Micron, SanDisk, SK Hynix, Intel, Alphabet, JPMorgan Chase, Infineon, Siemens Energy, Aixtron, SÜSS MicroTec, Elmos Semiconductor, Deutsche Telekom, 1&1, United Internet, H&M, Klarna, Baidu, Bank of America, Lowe's, Target, TJX Companies, Analog Devices, Wolfspeed, Estée Lauder, Heidelberger Druckmaschinen, DocMorris, Meta Platforms, Mizuho Financial Group, Jefferies Financial Group, Cboe Global Markets, Siemens, Siemens Healthineers. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Aschenbrenner-Paradoxon, die Zeitenwende bei Geely und eine AAA-Idee, die keine Auto-Aktie ist. Außerdem geht es um S&P Global, Sandisk, Micron Technology, Bloom Energy, TSMC, Nebius Group, CoreWeave, STMicroelectronics, Applied Digital, Riot Platforms, SharonAI Holdings, ServiceNow, Autodesk, Adobe, Elastic, Shopify, Workday, Quantum Computing, Ondas Holdings, indie Semiconductor, SoundHound AI, Centrus Energy, SpaceX, Nvidia, OHB, Airbus, Geely Automobile Holdings, Strategy, Tesla, Home Depot, Baidu, Klarna, Xiaomi, Pony AI, Keysight Technologies, SK Hynix, Intel, Redeia, Schroders, Daimler Truck, Mercedes-Benz Group, Porsche AG, Global X Data Center REITs & Digital Infrastructure (WKN: A2QPB0), First Trust Nasdaq Clean Edge Smart Grid Infrastructure (WKN: A3DGK5), Global X European Infrastructure Development (WKN: A40E7B), iShares Global Infrastructure (WKN: A0LEW9), BNP Paribas Easy ECPI Global ESG Infrastructure (WKN: A3EWYS), SPDR Morningstar Multi-Asset Global Infrastructure (WKN: A12EAR). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Drohnen-Volte des Donald Trump, die erdrückende Passiv-Dominanz und unglaubliche Anthropic-Prognosen. Außerdem geht es um Unusual Machines, Red Cat Holdings, Kratos Defense & Security Solutions, AeroVironment, Swarmer, ACSL, Parrot, Draganfly, Palantir Technologies, Cloudflare, Berkshire Hathaway, Alphabet, Apple, American Express, Walmart, Target, TJX Companies, Ross Stores, Home Depot, Lowe's, Toll Brothers, Analog Devices, Keysight Technologies, Deere & Company, Alibaba, Baidu, Pony AI, Xiaomi, Bavarian Nordic, Klarna Group, Lang & Schwarz, Tonies, CTS Eventim, Heidelberger Druckmaschinen, Fabrinet, Geely Automobile Holdings, Reddit, SanDisk, Micron Technology, Bloom Energy, Taiwan Semiconductor Manufacturing (TSMC), Nebius Group, Goldman Sachs, D.R. Horton, Delta Air Lines, Lennar, Constellation Brands, Nvidia, Amazon, Electronic Arts, FedEx Freight, Vista Energy, Porsche AG, Goldman Sachs Hedge Industry VIP ETF (WKN: A2DWAV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest borrowing costs in 25 years. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new reports shed light on the company's financials. And memory stocks rebound, helped by a rally in SanDisk. The CEO laying out the company's strategy to CNBC. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Entspannung an der Inflationsfront, Übernahme-Euphorie bei Workday und den Aufstieg von Reddit. Außerdem geht es um Workday, Sandisk, Western Digital, Netflix, Hertz, Cisco, Cerebras, Coherent, TKMS, Thyssenkrupp, Vincorion, RWE, Sixt, Secunet, Hellofresh, Energiekontor, Evotec, Birkenstock, Palantir, Nebius, Reddit, AvalonBay, Volkswagen, Adidas, Deutsche Bank, SAP, Siemens, Bayer, Commerzbank, Deutsche Börse, Deutsche Telekom, Siemens Healthineers, iShares Core FTSE 100 (WKN: 552752), BIT Global Technology Leaders (WKN: A2N812) und ARK Innovation ETF (WKN: A408AW). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Es gibt bis zu 200 €, wenn ihr Friends & Family zu Scalable Capital bringt! Das Ganze geht nur bis zum 31. August. Mehr Infos in der App oder auf scalable.capital/oaws. Cisco, Cerebras & Coherent fallen. Anthropic mit 2.000 Mrd. $ an die Börse? OpenAI-Vorstände gehen. Sandisk & Maersk steigen wegen Prognose. CXMT überholt Tencent. Birkenstock wächst 15%. Ackman kauft Netflix, verkauft Hertz. JD.com schrumpft. Trigano (WKN: 913141) ist einer von Europas größten Wohnmobil-Herstellern und steckt den Lagerabbau weg und wächst wieder. Neue EU-Führerscheinregel könnte den Umsatz pro Fahrzeug pushen. KGV von 10 und fast 3% Dividende. Burger King ist zurück auf Platz 2 in den USA. Restaurant Brands (WKN: A12GMA) investiert 700 Mio. $ in den Umbau und wächst das fünfte Quartal in Folge. KGV von 17, über 3% Dividende. Aber Rindfleischpreise auf Allzeithoch. Diesen Podcast vom 14.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Die Wall Street startet nach dem 27. Rekordhoch des S&P 500 in diesem Jahr leicht freundlich in den Freitag. Im Tech-Sektor bleibt ein bekanntes Problem bestehen: Gute Zahlen sind vereinzelt nicht gut genug. Applied Materials übertrifft bei Umsatz und Gewinn die Erwartungen und stellt für das laufende Quartal deutlich mehr Wachstum, als erwartet in Aussicht. Das Management spricht von einer beispiellosen KI-Nachfrage, erhöht die Erwartungen für das Halbleitergeschäft und rechnet auch 2027 mit starkem Wachstum. Trotzdem wird die Aktie vorbörslich verkauft, weil die Messlatte für KI-Werte hoch liegt. Im Memory-Segment geht die Rallye bei Sandisk hingegen weiter. Die Wachstumsaussichten bis ins Jahr Fiskaljahr 2030 hineingehend, sehen stärker als die Wall Street dachte. Gleichzeitig nimmt der Investitionsboom weiter Fahrt auf. Lam Research will in den kommenden fünf Jahren mehr als 3 Milliarden US-Dollar in zusätzliche Forschungskapazitäten investieren, Goldman Sachs beginnt mit der Kapitalbeschaffung für Nvidias geplante KI-Finanzierungsinitiative von mehr als 500 Milliarden US-Dollar, und OpenAI soll inzwischen auf einen annualisierten Umsatz von über 40 Milliarden US-Dollar kommen. Unter Druck stehen Globant nach schwächeren Margen und einer gesenkten Jahresprognose sowie StoneCo nach einer leichten Ergebnis- und Umsatzverfehlung. Geopolitisch zieht der Ölpreis an, nachdem die USA den wirtschaftlichen Druck auf Iran verschärfen wollen und Finanzminister Scott Bessent mit einer weiteren wirtschaftlichen Isolation des Landes sowie der Fortsetzung der Blockade der Straße von Hormus droht. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Die Wall Street startet nach dem 27. Rekordhoch des S&P 500 in diesem Jahr leicht freundlich in den Freitag. Im Tech-Sektor bleibt ein bekanntes Problem bestehen: Gute Zahlen sind vereinzelt nicht gut genug. Applied Materials übertrifft bei Umsatz und Gewinn die Erwartungen und stellt für das laufende Quartal deutlich mehr Wachstum, als erwartet in Aussicht. Das Management spricht von einer beispiellosen KI-Nachfrage, erhöht die Erwartungen für das Halbleitergeschäft und rechnet auch 2027 mit starkem Wachstum. Trotzdem wird die Aktie vorbörslich verkauft, weil die Messlatte für KI-Werte hoch liegt. Im Memory-Segment geht die Rallye bei Sandisk hingegen weiter. Die Wachstumsaussichten bis ins Jahr Fiskaljahr 2030 hineingehend, sehen stärker als die Wall Street dachte. Gleichzeitig nimmt der Investitionsboom weiter Fahrt auf. Lam Research will in den kommenden fünf Jahren mehr als 3 Milliarden US-Dollar in zusätzliche Forschungskapazitäten investieren, Goldman Sachs beginnt mit der Kapitalbeschaffung für Nvidias geplante KI-Finanzierungsinitiative von mehr als 500 Milliarden US-Dollar, und OpenAI soll inzwischen auf einen annualisierten Umsatz von über 40 Milliarden US-Dollar kommen. Unter Druck stehen Globant nach schwächeren Margen und einer gesenkten Jahresprognose sowie StoneCo nach einer leichten Ergebnis- und Umsatzverfehlung. Geopolitisch zieht der Ölpreis an, nachdem die USA den wirtschaftlichen Druck auf Iran verschärfen wollen und Finanzminister Scott Bessent mit einer weiteren wirtschaftlichen Isolation des Landes sowie der Fortsetzung der Blockade der Straße von Hormus droht. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

ONLY 25 SPOTS LEFT! 3 YEAR DEAL http://www.ianinvest.comMarket Mondays is back with a full breakdown of the biggest investing conversations happening right now. We recap Invest Fest, share our biggest lessons and networking takeaways, and break down how to get friends and family off the sidelines and focused on long-term investing.We dive into Nvidia's massive $500 billion AI financing deal, Intel's $15 billion stock offering, and whether SpaceX could become the next Tesla-style trade. We also debate how much longer tech can dominate the market, why SPY and VOO remain core holdings, and which name we're choosing between Micron, DRAM, and SanDisk.Plus, we reveal our year-end S&P 500 target, explain how VIX levels influence cash deployment, discuss how much of a serious portfolio should ever be allocated to single-drug biotech stocks, and deliver the Investing Fact and Trading Tip of the Week.#MarketMondays #Investing #StockMarket #Nvidia #SpaceX #Micron #SanDisk #Intel #SP500 #VIX #ArtificialIntelligence #InvestFest #Stocks #WealthBuilding #EYLAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode closes with earnings from SpaceX, Palantir, AMD, Astera Labs, IonQ, and Lattice Semiconductor. The handpicked topics for this week are: 1. TerraFab Breaks Ground in Grimes County, Texas: Moorhead and Newman dig into Tesla and SpaceX's approved $16.8 billion TerraFab chip factory near Texas A&M, where Intel is confirmed as a digital foundry partner despite minimal SEC disclosure so far. Moorhead raises the open question of who handles the analog side of production that Intel doesn't cover, and Newman points to Musk's track record of hitting ambitious goals years behind his original stated timelines. Both hosts frame the investment as a genuine step toward expanding domestic chip manufacturing. (The Decode) 2. Samsung's zHBM Headlines a Blockbuster Memory Show at FMS 2026: The hosts cover the Future of Memory and Storage show in Santa Clara, where Samsung's BVNAND and zHBM concepts headlined alongside new announcements from Kioxia, SanDisk, and SK Group's high-bandwidth flash spec through OCP. Pat traces the industry's swing from oversupply and negative margins to today's memory shortage, driven by AI demand that has grown 5-10x faster than expected. Daniel adds that stacking memory directly on the accelerator, as zHBM proposes still needs to solve for the physical constraints of heat before it becomes production-ready. (The Decode) 3. Three Frontier Model Launches Land in a Single Week: Alibaba shipped Qwen 3.8 Max, DeepSeek released V4 Flash at 14 cents per million tokens, and Meta debuted its first coding agent, prompting a discussion on how fast the frontier is moving. Newman argues every company will need a new benchmark built around operational workloads and real-world token efficiency. He points out that Chinese model usage and frontier lab revenue are both climbing simultaneously, and makes the case that healthy frontier labs are essential to funding the open source models built in their wake. (The Decode) 4. Anthropic and AMD Both Make Moves on Custom Silicon: Anthropic confirmed it's developing custom AI chips, reportedly with Samsung and reportedly Broadcom. AMD announced its acquisition of Taalas, a company that etches model weights directly into silicon for major inference speed gains. Patrick traces his own multi-year prediction that heterogeneous computing would become standard, pointing to Google's TPU program as proof it can work at scale. Daniel frames both moves as evidence that AI companies are racing to control total cost of ownership (TCO) as memory and compute costs keep climbing. (The Decode) 5. The Flip: Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? Patrick argues every frontier lab is now pursuing vertical integration, citing Anthropic's new chip program, AMD's acquisition of Taalas, and NVIDIA's $20 billion license of Grok's inference technology as evidence the shift toward specialized silicon has become a step function. Daniel counters that every lab building custom silicon is simultaneously signing record contracts with NVIDIA and AMD, arguing that compute itself functions as the real moat regardless of chip architecture. (The Flip) 6. SpaceX Posts 92% Growth in Its First Public Earnings Report: SpaceX's debut public earnings showed 92% growth, narrowing losses, and rapidly expanding AI compute revenue layered on top of its launch and satellite businesses. Daniel flags new AI deals with Google and Anthropic as driving much of that growth, while Pat highlights that the company's stated $100 billion run rate target depends heavily on December performance and questions how soon TerraFab related capex will hit the income statement. (Bulls and Bears) 7. Palantir Delivers Its Fastest Revenue Growth in Company History: Palantir posted 93% year-over-year growth and record commercial revenue, with CEO Alex Karp highlighting that no company at Palantir's scale has grown this fast before. Patrick points to the company's sovereign AI positioning as being well-timed given growing enterprise distrust of frontier model providers, and Daniel adds that 150% commercial growth is far outpacing other enterprise software peers. (Bulls and Bears) 8. AMD Posts Record Growth as Investors Expect Even More: AMD delivered record revenue and growth. Investors had priced in results closer to NVIDIA's historic beats, and capex nearly quadrupled without much detail on where the spending is going. Moorhead traces the increase to AMD building out Helios rack-scale systems ahead of shipping, and both hosts note the timing of Elon Musk's public NVIDIA endorsement landed awkwardly on AMD's earnings day. (Bulls and Bears) 9. Astera Labs Beats on Revenue and EPS as the Market Shrugs: Astera Labs beat on both top line and EPS, posting record growth off a still small base. Pat points out new CXL innovations unveiled at FMS as evidence of the company's position building connectivity infrastructure alongside Broadcom and Marvell. (Bulls and Bears) 10. IonQ Raises Guidance and Closes Its $1.8 Billion Skywater Acquisition: IonQ raised its FY26 guidance from $280 to $290 million and closed its Skywater acquisition, positioning the company as a vertically integrated quantum player across networking, sensing, and compute. Daniel notes IonQ is approaching a billion dollar annual run rate once Skywater is included, and highlights a new Anduril partnership as a notable expansion into defense. Patrick adds nuance to the "only quantum pure play with foundry assets" framing, noting other quantum companies maintain foundry relationships of their own. (Bulls and Bears) 11. Lattice Semiconductor Beats Across Revenue, EPS, and Guidance: Lattice beat on revenue, EPS, and guidance, growing 62% and closing its $1.65 billion AMI acquisition. Newman points to the company's data center AI segment growing 83% as FPGA content keeps expanding inside rack scale systems, and both hosts frame Lattice as approaching a billion dollars in annual revenue. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode TerraFab Breaks Ground in Grimes County, Texas https://techcrunch.com/2026/08/06/tesla-and-spacex-willinvest-16-8b-to-start-building-terafab-chip-factory-intexas/ FMS 2026 in Santa Clara https://news.samsung.com/global/samsung-unveils-next-gen-3d-memory-vision-at-fms-2026-charting-the-future-of-ai-infrastructure The Frontier-Model Compression Week https://www.reuters.com/business/retail-consumer/alibaba-unveils-its-most-capable-ai-model-date-not-far-behind-moonshots-size-2026-08-03/ https://huggingface.co/blog/ResterChed/deepseek-v4-flash-official-release https://www.reuters.com/technology/meta-launches-new-ai-coding-tool-powered-by-muse-spark-12-2026-08-05/ The Heterogeneous-Compute Week https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ https://ir.amd.com/news-events/pressreleases/detail/1296/amd-acquires-taalas-to-advance-compute-solutions-for-rapidly-growing-ai-inference-market The Flip Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? FOR: https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ AGAINST: https://ir.amd.com/news-events/pressreleases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amdinstinct-mi450-series-gpus Bulls and Bears SpaceX Q2 2026 Earnings https://www.cnbc.com/2026/08/04/spacex-spcx-earningslive-updates-q2-2026.html Palantir Q2 2026 Earnings https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations AMD Q2 2026 Earnings https://www.cnbc.com/2026/08/04/amd-earnings-report-q2-2026.html Astera Labs Q2 2026 Earnings https://finance.yahoo.com/technology/articles/astera-labsreports-second-quarter-200500111.html IonQ Q2 2026 Earnings https://www.ionq.com/news/ionq-announces-record-second-quarter-2026-revenues-growing-287-yoy Lattice Semiconductor Q2 2026 Earnings https://www.investing.com/news/company-news/lattice-q2-2026-slides-record-revenue-ami-deal-drive-growth-93CH-4836197  

SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you react to the crash.We cover SanDisk's Q1 fiscal 2027 guidance — still 300–400% year-over-year revenue growth, but decelerating — the guide to roughly $45 in adjusted EPS, and why a debt-free balance sheet plus $4.5 billion in buybacks points to a healthy pivot toward shareholder returns. Then we dig into the technology roadmap: High Bandwidth Flash (HBF) and the new SanDisk/SK hynix spec for Google and Tenstorrent. We also unpack SanDisk's equity investment in Nanya Technology and the strategy behind bringing DRAM supply in-house, away from NAND competitors.Finally, we get into the real reasons memory stocks are crashing — institutional rebalancing, leveraged unwinds, the semiconductor cycle, and rising competition from Yangtze Memory and Solidigm — and whether SNDK is a falling knife or a long-term opportunity.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.comContent 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.CSI owns shares of Sandisk

What sent the Dow to a new record high? And why did chip stocks stumble despite blockbuster earnings? Plus, who's behind SpaceX's most recent rally? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What sent the Dow to a new record high? And why did chip stocks stumble despite blockbuster earnings? Plus, who's behind SpaceX's most recent rally? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den FlashCrash von SK Hynix, den brutalen Absturz von AppLovin und Aufatmen bei der Telekom. Außerdem geht es um ExxonMobil, Chevron, SanDisk, Western Digital, Micron, Seagate, Honeywell Aerospace, Datadog, Alphabet, Motorola, Albemarle, Parker-Hannifin, Easyjet, Apollo, Peloton, Siemens, Rheinmetall, Renk, Hensoldt, Scout24, Commerzbank, Unicredit, Ondas Holdings, Heidelberger Druckmaschinen, DroneShield, HANetf Drone ETF (WKN: A423E5), VanEck Defense UCITS ETF (WKN: A3D9M1) und Global X Europe Focused Defence Tech (WKN: A416YM). Unter diesem Link für den AAA-Newsletter anmelden – und am Samstag am besten direkt um 8 Uhr ins Postfach schauen. www.businessinsider.de/informationen/newsletter-crosspromo/ Am 2. Oktober findet unser "Alles auf Aktien"-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Sandisk and Western Digital shares fell after record earnings. Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Plus: Oil prices climb as investors await updates from the Middle East. And eBay stock slips after the company lifts its full-year outlook and reported revenue growth in its second quarter. Alexis Moore 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.

 Plus: Oil prices tick higher on news Iran and Oman are finalizing a draft agreement to reopen the Strait of Hormuz. And Airlines are pushing back against federal agents using airports as the site of immigration enforcement efforts. Luke Vargas hosts. Sign up for 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.

Results from SanDisk and Western Digital weigh on memory stocks. Chime shares surge after stronger-than-expected results. The fintech company's CEO joins Squawk on the Street to discuss what's driving growth. Plus, Dutch Bros CEO Christine Barone weighs in after the coffee chain's stock tumbles despite an earnings beat, explaining the outlook for the business. And a leadership shakeup at Google raises fresh questions about the company's AI strategy. Former Google Brain researcher and Cohere founder Aidan Gomez joins the show to discuss what's next in the race for artificial intelligence. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the Dow and S&P 500 hit all-time intraday highs mid-session, Carl Quintanilla and Jim Cramer discussed what JPMorgan Chase CEO Jamie Dimon told CNBC about what he thinks could result in market disruptions. The AI trade in the spotlight: Shares of Sandisk and Western Digital down sharply despite strong quarterly results. Also in focus: Spacex's lockup expiration and what's at stake for the sluggish stock; Travel stock winners; Why Salesforce shares are under pressure; Google's leadership shakeup; AppLovin plunges; Earnings winners and losers including Warner Bros. Discovery and Versant in the media space; President Trump reportedly has called Kevin Warsh repeatedly since Warsh became Fed chairman.   Disclosure: Versant Media Group is the parent company of CNBC.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we look at the latest market moves as we position the importance of Friday's US jobs report, noting the reaction to key incoming earnings from Western Digital and Sandisk in particular and the impressive rally move in gold and silver. Considerable coverage as well of Victor Niederhoffer, a larger than life Wall Street figure who died this Tuesday and whose life inspired and touched countless speculators and professionals over his career, including this podcast host, Saxo Global Head of Macro Strategy John J. Hardy. Links The all-time must read article for want-to-be speculators: The New Yorker article by Malcom Gladwell: Blowing Up, comparing and contrasting Victor Niederhoffer and Nassim Taleb. The Henry Clews book Fifty Years in Wall Street. This book inspired Niederhoffer's giving out canes to people who offered valuable inspiration while writing his column for MSN's MoneyCentral. Education of a Speculator - the legendary book. Recent (less recent than I said on podcast - actually latest I can find is from this February) Mark Spitznagel prediction on one final meltup followed by 80% crash in stocks. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Sandisk shares dropped 5 percent as the memory name posted results that failed to impress investors, AppLovin tumbled 19 percent on mixed results and Western Digital shed 10 percent as the company's forecast disappointed investors, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we're counting down to tomorrow's jobs report with a look at hiring and the labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rob Thummel says the move from training to inference will increase the demand for memory. Notable memory stocks Sandisk (SNDK) and Western Digital (WDC) are under pressure following their latest earnings prints. Ryan Shrout says the industry overall is undersupplied. He adds the forward p/e ratio for SNDK is still trading at a discount to the broader market, marking a "compelling investment opportunity." The duo discusses the overall memory space and SanDisk earnings with Marley Kayden.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The latest in business, financial, and market news and how it impacts your money, reported by CNBC's Peter Schacknow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sandisk shares dropped 5 percent as the memory name posted results that failed to impress investors, AppLovin tumbled 19 percent on mixed results and Western Digital shed 10 percent as the company's forecast disappointed investors, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and PortfoliosSee omnystudio.com/listener for privacy information.

Market update for Thursday August 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:What the gold rally says about the dollar, bond yields and the FedDisney's earnings beat, powered by parks, streaming and Toy Story 5Eli Lilly's monster quarter as Mounjaro and Zepbound sales surgeDoorDash's DashPass growth and Sandisk's surprising post-earnings selloffWhy used electric vehicles are suddenly rising in value

Iran and Oman have agreed on the broad framework for Strait of Hormuz reopening talks, Al Arabiya sources report. An announcement could come in days but the agreement still needs the approval of Iran's National Security Council.US VP Vance said negotiations with Iran will take some time and that talks with Iran were 'messy', but will land in a 'good' place for the US.US equity futures are mixed, with NQ underperforming as SanDisk falls as revenue guidance missed estimates.DXY muted; SEK benefits from hotter-than-expected inflation.Fixed income benchmarks in modestly narrow ranges; Crude benchmarks are essentially flat, with focus remaining on a potential Hormuz announcement.Looking ahead, highlights include US Initial Jobless Claims (Aug/01), Revelio PLS (Jul), Atlanta Fed GDP (Q3), CNB Policy Announcement (Aug), Banxico Policy Announcement (Aug). Speakers include Fed's Musalem. Earnings from ConocoPhillips & Fiserv.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz revisaron el reporte trimestral de Sandisk, que registró un margen bruto histórico del 84.6% y un crecimiento impulsado por la demanda de memoria para centros de datos, aunque su acción cayó pese a superar expectativas. También analizaron a AppLovin, cuya reacción negativa reflejó la creciente inversión en infraestructura de IA y un flujo de caja por debajo de lo esperado. Finalmente hablaron sobre el reporte de Western Digital, que sorprendió al mercado y reforzó su balance tras vender su participación en Sandisk.

Während Dow Jones und S&P 500 auf neue Rekordhochs zusteuern, gerät der Technologiesektor erneut unter Druck. Das Motto des Tages lautet: Gute Ergebnisse reichen nicht mehr aus, und schwache werden konsequent abgestraft. Besonders deutlich zeigt sich das bei Software und Halbleitern. AppLovin, HubSpot, Figma, SanDisk und Western Digital legten überwiegend solide Quartalszahlen vor, doch verfehlten entweder die außergewöhnlich hohen Erwartungen oder enttäuschten mit dem Ausblick. Selbst Figma, das Umsatz, Gewinn und Prognose anhob, gerät unter Druck, weil die operative Marge trotz der starken Entwicklung nicht weiter angehoben wurde. HubSpot wird nach einem vorsichtigen Ausblick und zahlreichen Abstufungen der Analysten massiv verkauft, während AppLovin trotz überwiegend bestätigter Kaufempfehlungen mehrere deutliche Kurszielsenkungen hinnehmen muss. Gleichzeitig belastet die Schwäche im Speichersektor den gesamten KI-Komplex, obwohl SanDisk und Western Digital sowohl Umsatz als auch Gewinn steigern konnten. Positiv stechen dagegen eBay, Expedia, MercadoLibre, DoorDash, Block und Duolingo mit überwiegend starken Zahlen hervor, während Eli Lilly und Shopify von mehreren Analysten mit höheren Kurszielen unterstützt werden. Makroseitig stehen heute die Erstanträge auf Arbeitslosenhilfe und die Produktivitätsdaten im Fokus. Geopolitisch warten die Märkte weiter auf konkrete Details zur Vereinbarung zwischen Iran und Oman über die Straße von Hormus. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Wir sehen auf Ebene der Tech-Werte stärkere Verwerfungen. Das Motto des Tages lautet: Gute Ergebnisse reichen nicht mehr aus, und schwache werden konsequent abgestraft. Besonders deutlich zeigt sich das bei Software und Halbleitern. AppLovin, HubSpot, Figma, SanDisk und Western Digital legten überwiegend solide Quartalszahlen vor, doch verfehlten entweder die außergewöhnlich hohen Erwartungen oder enttäuschten mit dem Ausblick. Selbst Figma, das Umsatz, Gewinn und Prognose anhob, gerät unter Druck, weil die operative Marge trotz der starken Entwicklung nicht weiter angehoben wurde. HubSpot wird nach einem vorsichtigen Ausblick und zahlreichen Abstufungen der Analysten massiv verkauft, während AppLovin trotz überwiegend bestätigter Kaufempfehlungen mehrere deutliche Kurszielsenkungen hinnehmen muss. Gleichzeitig belastet die Schwäche im Speichersektor den gesamten KI-Komplex, obwohl SanDisk und Western Digital sowohl Umsatz als auch Gewinn steigern konnten. Positiv stechen dagegen eBay, Expedia, MercadoLibre, DoorDash, Block und Duolingo mit überwiegend starken Zahlen hervor, während Eli Lilly und Shopify von mehreren Analysten mit höheren Kurszielen unterstützt werden. Makroseitig stehen heute die Erstanträge auf Arbeitslosenhilfe und die Produktivitätsdaten im Fokus. Geopolitisch warten die Märkte weiter auf konkrete Details zur Vereinbarung zwischen Iran und Oman über die Straße von Hormus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

US President Trump said they are moving along very nicely regarding Iran, and we will know in 48 hours about Iran.US is nearing a Hormuz deal and is aiming for an announcement on Wednesday, according to Axios.Axios reported that the proposed deal would route inbound Gulf traffic through Iranian waters and outbound traffic through Omani waters for 60 days, with no fees and the central lane cleared of mines within 30 days ahead of a permanent arrangement.Crude futures remained pressured overnight after sliding yesterday as multiple reports pointed towards progress surrounding the reopening of the Strait of Hormuz.APAC stocks were mostly higher as the region took its cue from the rally on Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include Global S&P Services/Composite PMI Final (Jul), US ADP Employment Change (Jul), ISM Services PMI (Jul), NBH Minutes (Jul), US Treasury QRA/Press Conference, BCB Policy Announcement (Aug). Speakers include Fed's Cook & Schmid. Supply from Australia & Germany. Earnings from Eli Lilly, Uber, Walt Disney, SanDisk, Siemens Energy, Infineon, Deutsche Post, Glencore & Novo Nordisk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said they are moving along very nicely regarding Iran, and we will know in 48 hours about Iran.Axios reported that the proposed deal would route inbound Gulf traffic through Iranian waters and outbound traffic through Omani waters for 60 days, with no fees and the central lane cleared of mines within 30 days ahead of a permanent arrangement.Yemen's Houthis said they attacked a vessel in the Red Sea, attacked a Saudi oil tanker off the Yanbu and stated operations will continue and escalate in targeting Saudi oil tankers.US equity futures are mixed, with AMD and SPCX weighing on the NQ.DXY flat, NZD underperforms after weak employment data.Energy benchmarks climb as markets await for a potential agreement over the Strait of Hormuz.Looking ahead, highlights include US ADP Employment Change (Jul), S&P Services/Composite PMI Final (Jul), ISM Services PMI (Jul), NBH Minutes (Jul), US Treasury QRA/Press Conference, BCB Policy Announcement (Aug). Speakers include Fed's Cook. Earnings from Eli Lilly, Uber, Walt Disney & SanDisk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The hosts also cover a stacked earnings week from Microsoft, Meta, Qualcomm, Arm, Apple, and Amazon, plus IonQ's move into vertical integration with its SkyWater acquisition. The handpicked topics for this week are: Jensen Huang Joins X and Defends Open Models: Jensen Huang's debut post on X drew a fast-growing following while promoting open models and unveiling the Open Secure AI Alliance alongside Satya Nadella. The same week, more than a thousand frontier lab employees signed a letter urging a slower pace, with Anthropic notably absent from both the alliance and the caution letter. (The Decode) China's Distillation Debate Resurfaces Alongside the Open Model Push: Patrick argued that distillation is not theft and should be treated as fair competitive practice, contrasting it with copyright cases where creators are compensated directly. Daniel noted that Kimi K2's training run relied on a large NVIDIA cluster, reinforcing that Chinese open models still depend heavily on U.S. hardware. (The Decode) EY, NVIDIA, and LangChain Ship an Agentic Deployment Blueprint: A new reference architecture from EY, NVIDIA, and LangChain gives enterprises a template for moving agentic workloads from pilot to production. Patrick called it evidence that enterprise AI adoption remains in its early stages, with integration sitting around five percent of total workflow potential. (The Decode) Memory Pricing Becomes the New Infrastructure Tax: Memory is emerging as one of the biggest cost pressures in AI infrastructure. Meta has pointed to rising memory costs in its capital spending outlook, while Apple CEO Tim Cook has warned that higher memory costs are expected to persist as supply remains constrained. Patrick argued that memory vendors are finally capturing the value of a component that has shifted from commodity to strategic asset, while noting that Chinese memory manufacturer CXMT remains an important geopolitical wildcard that could reshape the competitive landscape. (The Decode)  IonQ Buys Its Way Into Vertical Integration: IonQ closed a $1.8 billion acquisition of SkyWater Technology, making it the only quantum computing company in the United States to own its own chip foundry. Daniel compared the move to how hyperscalers are rewarded for owning their full stack, positioning IonQ as a potential anchor point for other quantum companies needing foundry capacity. (The Decode) The Flip: Is the Hyperscaler Capex Debate Over? Pat and Dan take opposite sides to pressure test whether or not Wall Street will keep funding unlimited AI infrastructure spending as long as revenue growth keeps accelerating. Daniel argued backlog and margin growth at Microsoft, Amazon, and Google justify the spending. Patrick countered that conversion, not just revenue, is what the market is actually pricing. (The Flip) AI Trade Rocked by Forced Deleveraging: The forced liquidation of leveraged hedge fund Situational Awareness into Citadel sparked a violent market reversal that erased itself within 24 hours, with SanDisk, Micron, and Microsoft all posting double-digit rebounds. Patrick and Daniel walked through how SK hynix's earnings miss helped trigger a broader deleveraging event that briefly rattled confidence in the AI trade. (Bulls & Bears) Microsoft Delivers a Standout Quarter: Microsoft beat across Intelligent Cloud and Azure, with CFO Amy Hood committing to positive free cash flow by 2027 and Copilot usage now rivaling Outlook and Teams in weekly engagement. Patrick and Daniel called it one of the strongest quarters the company has posted this cycle after a year of being punished in the market. (Bulls & Bears) Meta's Guide Overshadows Its Revenue Growth: Meta grew revenue 27% year over year. A narrowed capex guide tied to rising component costs and deepening Reality Labs losses drove the stock down. (Bulls & Bears) Qualcomm Leans on Diversification as Handsets Slow: Qualcomm's results were mixed, with declining handset revenue offset by growth in automotive and an emerging data center business expected to contribute meaningful revenue within a few quarters. Daniel Newman noted the company is on pace for more than half its revenue to come from outside handsets by next year. (Bulls & Bears) Arm Turns IP Licensing Into Silicon Revenue: Arm beat across revenue and guidance, then sold off on its outlook. The company disclosed a pipeline of more than $2 billion in demand for its new AI data center chips from customers including Oracle and Meta. (Bulls & Bears) Apple Returns to the Top of the Market: Strong iPhone and Mac sales helped Apple deliver a revenue beat and briefly overtake NVIDIA as the world's most valuable company by market capitalization, aided by a broader rotation out of AI and semiconductor stocks. Patrick and Daniel unpacked what drove the move, while highlighting a softer-than-expected services performance and the impact of tariff-related tailwinds as key factors to watch heading into next quarter. (Bulls & Bears) Amazon Posts Its Fastest AWS Growth in 18 Quarters: AWS revenue accelerated 37%, its fastest pace in a year and a half, while Amazon raised capex guidance to as much as $220 billion. Daniel pointed to Amazon's in-house chip business, now on a $25 billion annualized run rate, as a sign the company's infrastructure bets are converting into revenue. (Bulls & Bears) Watch the full episode at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Jensen Huang's first post on X: https://x.com/JensenHuang/status/2080643682408321103?s=20 EY-NVIDIA-LangChain blueprint: https://www.ey.com/en_gl/newsroom/2026/07/ey-expands-nvidia-powered-enterprise-ai-capabilities-with-industry-first-validation-of-nvidia-nemoclaw-for-langchain Memory pricing / Tim Cook commentary: https://finance.yahoo.com/technology/article/apple-ceo-tim-cook-says-this-100-year-flood-wont-be-receding-anytime-soon-121832016.html IonQ SkyWater acquisition as a vertical integration play: https://thequantuminsider.com/2026/07/28/ionq-receives-regulatory-approval-to-complete-acquisition-of-skywater-technology/ The Flip The hyperscaler capex debate:  FOR: Microsoft just proved the market rewards accelerating AI revenue regardless of capex size: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020   AGAINST — Eventually $250B-annual infrastructure programs must produce free cash flow, not just backlog and revenue growth: https://247wallst.com/investing/2026/07/29/fast-money-host-warns-hyperscaler-capex-binge-is-issuing-near-junk-as-data-center-buildout-shows-cracks/   Bulls & Bears Situational Awareness / market whiplash: https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f Microsoft Q4 2026 earnings: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020 Meta Q2 2026 earnings: https://finance.yahoo.com/news/meta-misses-on-q2-earnings-stock-tumbles-121325403.html Qualcomm Q3 2026 earnings: https://www.qualcomm.com/news/releases/2026/07/qualcomm-announces-third-quarter-fiscal-2026-results Arm Q1 FY27 earnings: https://newsroom.arm.com/news/arm-q1-fye27-results Apple Q3 FY2026 earnings: https://www.apple.com/newsroom/2026/07/apple-reports-third-quarter-results/ Amazon Q2 2026 earnings: https://finance.yahoo.com/markets/stocks/articles/amazon-q2-2026-earnings-aws-204411872  

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Freud und Leid bei Amazon und Apple, die enttäuschenden Zahlen von Coinbase und den historischen Fall von Adidas. Außerdem geht es um Microsoft, Roblox, Reddit, Monolithic Power Systems, AXT, Marvell Technology, Live Nation Entertainment, Western Union, Infineon, Siemens Energy, Siemens, Hochtief, Siltronic, Nemetschek, TeamViewer, SAP, IREN, Nebius, Sandisk, Micron Technology, SK Hynix, Bloom Energy, CoreWeave, Core Scientific, Nvidia, AMD, Broadcom, Adobe, Arm Holdings, Lam Research, Schneider Electric, Ahold Delhaize und Walmart. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Fed talked tough and did nothing. The 30-year hit a 20-year high. The Dow fell 1,100 points. Gold was the only thing left standing.Tonight's episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmTonight's episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.The Federal Reserve left rates unchanged at 3.5% to 3.75%, exactly where they were before Kevin Warsh took over, despite a 30% market-priced chance of a hike and three FOMC members dissenting in favor of one. Peter Schiff breaks down a press conference where Warsh declared "no tolerance" for inflation above 2% while doing nothing about it, hiding behind the excuse that the Fed "doesn't have a magic wand." Nobody asked for magic, just for the Fed to use the tools it actually has: higher rates, a smaller balance sheet, slower money supply growth. Warsh delivered none of them, and Schiff argues he made the same choice as his predecessors. Inflation is a choice, and the Fed chose it again.The markets rendered their verdict immediately. The 30-year Treasury yield hit 5.22%, its highest in roughly 20 years, the Dow fell 2.2% or about 1,100 points to close on the lows, and the Nasdaq 100 is now down over 3% on the week as the air keeps coming out of the AI bubble, with Meta down 10% after missing earnings and SanDisk off 30% in three days. Gold told the real story: it closed up $40 at 4,070 and never broke 4,000, because rising yields driven by a loss of confidence in the Fed are bullish for gold, not bearish. Schiff calls gold the last safe haven standing. He also covers consumer confidence at a five-year low, a $101.5 billion June trade deficit proving the tariffs accomplished nothing, and why Mamdani's government-run grocery stores will empty shelves, bankrupt private grocers in the poorest neighborhoods, and recreate Soviet bread lines in New York City.Chapters:00:00 Debt Bubble Reality00:37 Fed Holds Rates Steady03:34 Two Percent Target Doubts16:05 Q&A Exposes Inaction27:38 Markets React Bonds Stocks Gold31:45 Yields and Gold Misread35:02 Gold Safe Haven Case37:40 Fed Fallout and Data43:12 NYC Government Grocers55:42 Capitalism and Wrap UpFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, July 29th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Consultorio bursátil de julio de 2026 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. Las preguntas generales de este mes son sobre la preparación del CFA, cómo afrontar la compra de un coche, libros de inversión, métodos de valoración y sobre herramientas para inversores. Las dudas sobre empresas y sectores son sobre el oil, Micron Technology y SanDisk, District Metals, Nintendo, West Wits Mining, Lunr Royalties, Nagarro, Regulus Resources, GoGold Resources y Hercules Metals. Podéis enviar las consultas a academiadeinversion.com/contacto o a paco@academiadeinversion.com

The AI trade just suffered a major semiconductor sell-off—but is this the beginning of the end, or a buying opportunity inside a long-term bull market? In this episode of Payne Points of Wealth with Brooks Cutright, Portfolio Manager at Hedgeye Asset Management, we uncover the hidden forces driving Nvidia, Apple, Microsoft, Micron, SanDisk and other major technology stocks. The recent volatility may have less to do with collapsing AI demand and more to do with index rebalancing, ETF flows, and hedge funds positioning around hundreds of billions of dollars in predictable trades. But the bigger question is impossible to ignore: Will the trillions being spent on artificial intelligence ever pay for themselves? Big Tech companies are pouring massive amounts of capital into AI chips, data centers and computing infrastructure—even as questions grow about adoption, monetization and return on investment. If computing power becomes a low-margin commodity, today's biggest AI spenders may not become tomorrow's biggest winners. In this episode: • What really caused the semiconductor stock sell-off • How index rebalancing forces funds to sell mega-cap tech • How hedge funds profit from predictable market flows • Whether Nvidia and the AI trade are entering bubble territory • Why hyperscalers may struggle to monetize AI spending • The “picks and shovels” companies making money from the AI arms race • Why private credit could be hiding the market's biggest leverage risk • How to find companies before they enter the S&P 500 • Why power producers and infrastructure stocks may offer a better AI opportunity than semiconductor stocks The ultimate AI winners may not be the companies spending the most money. They may be the businesses using AI to lower costs, improve productivity and expand profit margins. If you've saved more than $1 million for retirement, Payne Capital Management will run a complimentary Total Financial Master Plan covering your investments, retirement income, diversification, fees and tax strategy.

Charles is joined by Ivan Feinseth, CIO and Director of Research at Tigris Financial Partners, to discuss why recent AI pullbacks present a prime buying opportunity, the multi-year build-out in AI infrastructure, and why names like Oklo, SanDisk, and Google are positioned for long-term growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices

As Chief Investment Strategist at Hightower Advisors, Stephanie Link spends her days researching the market's winners. Today, she's breaking it all down for us. Stephanie explains why the economy keeps defying the doom-and-gloom headlines, which stocks she thinks will champion the next decade, and why she believes we're only in the third inning of the AI revolution. Nicole and Stephanie get tactical fast: the difference between the Mag 7 and the "S&P 493," which stocks are not worth the hype, and Stephanie's thesis that cybersecurity stocks will end up being bigger than AI. She names her favorite tickers across cybersecurity, data centers, robotics, and quantum computing, and explains whether it's too late to buy NVIDIA. Stephanie also gets real about the so-called "AI bubble," the circular spending debate freaking out investors, and why she bought SpaceX but capped it at just 2% of her portfolio. Plus: what her 19-year-old daughter is investing in, why "FAANG" just got a 2026 update, and the one boring, unsexy ETF Stephanie says every new investor should consider. Check out Nicole's financial literacy course ⁠The Money School⁠ Find a Financial Advisor or Financial Coach from Nicole's company ⁠Private Wealth Collective⁠ Watch video clips from the pod on ⁠Money Rehab's Instagram⁠ and ⁠Nicole Lapin's Instagram⁠  Read more about Stephanie's work Here's what Nicole covers with Stephanie: 00:00 Are You Ready for Some Money Rehab? 01:12 Stephanie Link Joins Money Rehab 01:41 Why the Market Keeps Defying the Doom and Gloom 04:07 CapEx, Decoded 06:58 The K-Shaped Economy: Why the Vibes Don't Match the Numbers 09:49 Inflation, Oil Prices, and the War's Ripple Effect 11:41 Mag 7 vs. the S&P 493: Which ETF Should You Buy? 16:16 Why Stephanie Says No to Leveraged ETFs 17:32 Cybersecurity Will Be Bigger Than AI 20:16 The Best Cybersecurity Stocks on Stephanie's List 23:15 How to Vet a CEO Before You Buy the Stock 25:16 Investing Lessons from Stephanie's 19-Year-Old Daughter 28:23 What Stephanie Won't Buy: Crypto, Staples, and Energy 32:20 Inside the AI "Food Chain": Powering the Data Center Boom 35:43 Robotics and Quantum Computing: The Next Big Themes 41:00 MicroStrategy vs. Palo Alto: What "On Sale" Really Means 43:07 FAANG Is Dead, Long Live MANGOES 43:47 Why Stephanie Bought SpaceX (and Kept It to 2%) 55:40 Is It Too Late to Buy NVIDIA? 59:06 Grading the Innings: AI, Cybersecurity, and Robotics 59:50 Hot Stocks: Micron, SanDisk, and the Chips Everyone's Chasing 1:02:27 Is There an AI Bubble? 1:03:16 The Circular Spending Debate 1:08:08 Stephanie Link's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. Disclosures: Hightower invests in companies including Boeing Company, Dover Corp, General Electric, Quanta Services, Rockwell Automation, Union Pacific Corporation, Broadcom, International Business Machines Corporation, Marvell Technology Inc, ServiceNow Inc, Palo Alto Networks Inc, Snowflake Inc, Synopsys Inc, Bank of America, Capital One, Coinbase, Morgan Stanley, Truist Financial Corp, Amazon.com Inc, Meta, SpaceX, Alcoa Corp, Antofagasta PLC, Natera Inc, UnitedHealth Group Inc, iShares MSCI Brazil ETF, SLB Limited