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30 episodes with Seagate
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Seagate (STX) has rallied strongly with other AI memory chip stocks like Micron (MU) and SanDisk (SNDK), though shares face strong resistance despite getting bullish momentum from analysts. Charles Schwab's Rachel Dashiell highlights key levels investors should watch in the stock. Tom White offers an example options trade for Seagate. ======== 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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
The market is getting crushed… SPY is down hard, QQQ is getting hit even worse, and suddenly the “stocks only go up” crowd is having a very different kind of day.In this breakdown, we react to a crash-warning video claiming the next stock market crash is tied to trillion-dollar IPOs, AI bubble risk, inflation, oil, and liquidity. But instead of buying into panic, we cut through the noise and focus on what actually matters: the data, the trend, and the trading plan.Then we run the first-ever OVTLYR Stock Gauntlet, ranking ten of Barchart's so-called top stocks to buy. And the results were rough. Names like AXTI, Western Digital, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and others were getting hammered, with many showing sell signals, broken trends, or bad risk setups.But even on a nasty red day, money still rotates somewhere. And right now, consumer defensive stocks are starting to stand out. Grocery names like Albertsons, Kroger, and Sprouts were showing strength while the broader market sold off. That's the lesson: when tech and high-beta names get crushed, defensive rotation can create new opportunities.✅ Stock market crash warnings, AI bubble risk, inflation, and IPO pressure✅ First OVTLYR Stock Gauntlet ranking setup✅ AXTI, WDC, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and more✅ SPY, QQQ, market breadth, sell signals, and risk management✅ Albertsons, Kroger, Sprouts, grocery stocks, and defensive rotationIf you're watching the market fall apart and wondering where money is rotating next… this one shows why having a plan matters more than chasing hype.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
Artificial intelligence is creating an explosion in data, and businesses are scrambling to work out how to store, manage and use it effectively.Sean Aylmer speaks with Jeff Park, ANZ Country Manager at Seagate Technology, about why data storage is becoming one of the most important parts of the AI economy. Jeff explains why businesses are suddenly rethinking the value of the information they’ve accumulated over decades, how data centres are evolving to cope with AI demand, and why “clean” and meaningful data matters more than ever.Seagate is a supporter of Fear & GreedFind out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Henrik Lehmann verliebt sich nicht … in Aktien. "Meine große Stärke: ich kann mich sehr schnell von Werten trennen, die eben nicht performen." Kurz und schmerzlos. Das gilt sowohl für das wikifolio Top 10 Deutschland Dividende ( https://go.brn-ag.de/200 ) als auch für My best of US 500 Timing mit den Halbleiteraktien. Bei letzterem schneidet Lehmann besser ab als Warren Buffetts Berkshire Hathaway. "Weil ich wieder auf die Gewinneraktien setze und weil ich Verlierer, wenn ich mich vertan habe, gleich wieder aussortiere, um gleich den nächsten Gewinner wieder an Bord zu nehmen." Alles rund um die KI-Branche rentiert sich - Schaufelhersteller inklusive (wie zum Beispiel Comfort Systems, das US-Unternehmen kümmert sich um Klimatechnik für Rechenzentren). "Weiterhin habe ich Micron Technology, Western Digital, AMD, Intel, Seagate im Depot."
What's up everyone, today we have the pleasure of sitting down with Jason Dobbs, Head of Marketing and GTM Engineering at Kumo AI.(00:00) - Intro (01:24) - In This Episode (01:57) - Sponsor: MoEngage (02:54) - Sponsor: Knak (04:35) - How Undefined Data Definitions Make AI Confidently Wrong (08:18) - Why Context Engineering Replaces Prompt Engineering as the AI Bottleneck (12:59) - The Five Non-Negotiables for AI Readiness in Marketing Ops (15:42) - Why Marketing Ops Is the Context Architect in an AI-First GTM Stack (24:50) - Which Data Problems Block AI Deployment and Which You Can Ignore (28:29) - Sponsor: GrowthLoop (29:32) - Sponsor: AttributionApp (34:24) - What Goes Wrong When Agentic AI Optimizes Directly on Warehouse Correlations (42:02) - When to Ship AI Before Your Data Is Ready and When to Fix the Foundation First (48:23) - What GTM Engineering Actually Means When AI Automates the Middle (50:55) - How Jason Dobbs Decides What Deserves His Energy (53:08) - What Jason Is Reading: Intelligence History, Mind-Opening Nonfiction, and Dune Summary: Jason Dobbs spent 7 years assembling intelligence briefings for the President, and he says most AI failures in martech are the same problem he was solving in 2003: teams acting on context they never actually agreed on. In this episode, he breaks down the 5 non-negotiables of minimum viable readiness before you deploy any AI agent, explains why the marketing ops function is becoming more critical as AI takes over execution, and argues that unbounded AI autonomy creates more risk than warehouse data ever will. He also defends GTM engineering as a real discipline rather than a rebrand, and closes with a Dune analogy that lands better than it has any right to. If you think AI readiness is primarily a data engineering problem, this episode will change how you think about your team's role in it.About Jason DobbsJason Dobbs is the Head of Marketing and GTM Engineering at Kumo AI, where he leads go-to-market for KumoRFM, the world's first relational foundation model, which generates accurate, explainable predictions directly from warehouse data. Before Kumo, he served as Global Head of Revenue Marketing at Logitech, where ABM and advanced segmentation drove 40% of B2B sales revenue and 79% YoY ARR growth. He also co-founded Trypp, an autonomous UX research agent for continuous post-ship product monitoring, and has held marketing and analytics leadership roles at Seagate, HTC Vive, Apple, and Google.Jason spent 7 years as a United States Air Force intelligence officer, including work on the President's Daily Intelligence Briefing, an experience that shapes how he thinks about assembling trustworthy context for high-stakes decisions under uncertainty.How Undefined Data Definitions Make AI Confidently WrongEvery marketing ops team has heard the warning: AI is only as good as the data you feed it. You've nodded along. You've probably said it yourself. But the warning leaves out the most important detail, which is what the failure actually looks like when the model is running.Jason Dobbs knows what it looks like. He learned it from a crash. He rides high-speed F1 electric skateboards at 50 to 60 miles an hour, and he's fallen before. He can tell you he's never fallen the same way twice. When he greenlit agentic and predictive workflows at Kumo AI before the data architecture was ready, the failure followed the same logic: unexpected, and avoidable only in hindsight.The model returned results that looked operational. Scores came back precise. Summaries sounded coherent. Recommendations felt grounded. The failure was invisible to anyone who didn't already know what correct should look like.The weakness surfaced when someone pushed. Ask the follow-up question, why did you score this account, what data drove this decision, and the logic fell apart. The definitions feeding the model had never been agreed on across the business. Sales and marketing were not working from the same idea of what a qualified lead meant. The AI had scaled an unresolved internal argument into what looked like a confident answer.Jason traces the failure to a structural problem that predates any model decision. When a system cannot explain its own outputs, and when nobody in the room has standing to say what the correct answer should look like, you have built a very polished way to be wrong. That is dangerous precisely because it passes a surface inspection. People who were not close to the data trusted the output. Nobody pushed back.What he carried out of that experience was a reframe of what marketing ops actually produces. The shared definitions, the trusted data sources, the named owners, the workflow guardrails: that is the product. Every AI initiative sitting on top of unresolved questions about what the business means by its own terms will generate outputs that look credible right up until someone has to act on one. Speed to AI deployment and quality of AI output run in opposite directions for teams that skipped the definition work. The ceiling on any AI system is the clarity of what the business agreed it was optimizing for before anyone touched a model.Key takeaway: Run this diagnostic before signing off on any AI or analytics initiative: can a human reproduce the logic behind the output and explain who owns the decision that follows? If nobody can answer that cleanly, the system is automating an unresolved argument. Start by documenting shared definitions for your 5 most-used business terms (pipeline, qualified lead, active customer, opportunity, churn) and get explicit sign-off from sales, marketing, and ops before any model sees them.Why Context Engineering Replaces Prompt Engineering as the AI Bottleneck"Context engineering" is appearing in every AI strategy conversation right now. Scott Brinker devoted a report to it. Conferences are building entire tracks around it. The framing is right, but for most teams the phrase still points at a feeling rather than a concrete set of decisions.Jason Dobbs's version is more precise. "Fix the data" is the directive most teams have been living under for years, and the structural problem with it is that it makes the work sound like a single epic project with a clear endpoint, a Holy Grail that teams have been questing toward since before the first CRM went live. The warehouse always has gaps. The CRM always has problems. The right question is narrower: what minimum context and control does this specific workflow actually need to produce a trustworthy output?That reframe narrows the scope from an organization-wide data quality initiative to a workflow-specific requirements checklist. For any given AI decision, the context bundle has 6 components: the definitions the system is operating from, the data sources it has access to, the tools it can invoke, any memory it carries between sessions, the guardrails on what it can do autonomously, and the escalation path when confidence runs low. Those requirements are specific to each workflow. They're answered by asking exactly what this workflow needs, not by cleaning the warehouse in general.The shift from prompt engineering to context engineering reflects how the bottleneck has moved as the models matured. A prompt is the last instruction a model receives. Context is everything it's working with before that: the definitions, the data access, the scope of authority, the path back to a human when a decision exceeds what the system should make on its own. Teams tuning prompts while leaving the underlying context undefined are optimizing the most visible variable in the system while the one that actually governs quality sits untouc...
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die radikale Zeitenwende bei Berkshire Hathaway, einen Mega-Deal im Energiesektor und einen drohenden Zweikampf um Delivery Hero. Außerdem geht es um Deutsche Börse, Commerzbank, UniCredit, Rheinmetall, Sartorius, Bio-Rad, Delivery Hero, Uber, Ford, EDF, Mercedes-Benz, BMW, Volkswagen, Berkshire Hathaway, Delta Air Lines, Alphabet, New York Times, Macy's, Visa, Mastercard, Amazon, UnitedHealth, Charter, Domino's Pizza, Chevron, NextEra Energy, Dominion Energy, Micron, Seagate, Western Digital, Sandisk, Nvidia, Broadcom, Amundi Prime All Country World (WKN: ETF151), Xtrackers Euro Stoxx 50 (WKN: DBX1ET), Xtrackers Stoxx Europe 600 (WKN: DBX1A7), iShares Treasury Bond 20+yr ETF (WKN: A12HL9), Xtrackers II Global Government Bond ETF EUR Hedged (WKN: DBX0A8), iShares Core Global Aggregate Bond ETF EUR Hedged (WKN: A2H6ZT), iShares Euro Government Bond ETF (WKN: A0RL83), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG), iShares € Inflation Linked Government Bond ETF (WKN: A0HGV1), State Street SPDR FTSE Global Convertible Bond ETF (WKN: A12CZS) und iShares $ Treasury Bond 0-1yr (WKN: A2PBNQ). 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
US equities extended their decline on Tuesday as a continued selloff in US Treasuries, driven by inflation concerns tied to the war in the Middle East, pressured investor sentiment. The S&P 500 finished 0.7% lower, the Nasdaq closed down 0.8% while The Dow shed more than 300 points, or 0.6%. AI infrastructure companies continued their correction after soaring this month, previously supported by bumper earnings and ambitious guidance. Speculative long positions propelled AI infrastructure stocks higher in the period, prompting a pullback in risk sentiment and a cautious outlook by Seagate to spark a sharp pullback. Seagate sank 10% so far this week. Hyperscalers also fell with Amazon, Tesla, and Meta dropping up to 2% on Tuesday. Meanwhile, Dominion energy sustained its surge from the previous session and NextEra Energy bounced from sharp losses following NextEra's $67 billion acquisition of the former, the largest ever in the power sector.SPI down 39 - Resources under pressure - JHX results - Nvidia in focus—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
UN — Donald Trump qui, pour la 214ème fois depuis mars, a menacé l'Iran avant de changer d'avis 18 heures plus tard, parce que visiblement la diplomatie internationale en 2026, ça se gère comme un golden retriever devant sa gamelle. DEUX — Le marché obligataire qui est en train de faire un AVC mondial, avec des taux à 30 ans qui n'avaient plus été vus depuis l'année où Tony Blair faisait des câlins à Bill Clinton et où Titanic raflait 11 oscars. Mais bon, c'est pas grave, la Fed est très occupée à organiser des cocktails à la Maison Blanche pour célébrer son « indépendance ». Tout va bien. TROIS — Les Coréens, les Américains, le coiffeur du quartier et le pharmacien du coin qui balancent 180 MILLIARDS de dollars en ETF leveragés pour parier sur Nvidia. Parce qu'évidemment, l'Histoire ne se répète jamais et que 2000, 2007 et 2021 — c'était d'autres gens, d'autres époques, d'autres GPU. Au menu également : → Pourquoi le baril de pétrole a arrêté d'écouter Trump (et pourquoi ça devrait nous flipper PLUS, pas moins) → Pourquoi Standard Chartered vient de découvrir que ses banquiers « irremplaçables » étaient en fait remplaçables par un GPT à 30 000 balles (et pourquoi les frais de gestion, eux, vont rester exactement les mêmes — sourire compris) → Pourquoi le SOX vient de prendre la pire branlée depuis mars (et pourquoi le CEO de Seagate a eu le génie d'expliquer aux marchés que « construire une usine, ça prend du temps » — merci, on n'avait pas remarqué) → Et bien sûr, demain soir : Nvidia. Parce qu'il paraît que l'avenir du capitalisme mondial dépend du chiffre d'affaires trimestriel d'un type avec une veste en cuir. Bref. Une journée tranquille. Comme d'habitude. ⚠️ Si après cette vidéo vous avez encore envie d'acheter du 3x leveraged Nvidia avec votre 13ème salaire, c'est qu'on n'a rien compris. Ni vous. Ni moi.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). 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
Morgan Stanley sube objetivo anual para S&P 500 a 8.000 puntos a finales de año. Es potencial alcista del 8%. La palanca, dice, son los resultados empresariales. Eso en la superficie. El telón de fondo sigue siendo un conflicto en Oriente Medio que sigue encallado. Eso eleva los precios en todo el mundo. Ayer lo puso de relieve el dato de inflación estadounidense. Hoy lo refrendan precios de producción. Más inquietud sobre la trayectoria de los tipos de interés con Warsh que ya llega. Pero hoy apoyan valores de chips y semis. Micron, Western Digital y Seagate y SanDisk, entre los mejores. Tecnología está a la espera de titulares en la visita de Trump a China. El presidente de Estados Unidos ya ha aterrizado en Pekín. En Bolsa española, Fitch mejora rating a bancos, HBX con otra rebaja de guías y buen estreno de TSK. Analizamos todo con Pedro del Pozo, de Mutualidad.
Seagate has become a critical enabler of hyperscale and AI-driven data infrastructure. In this episode of the Tech Disruptors podcast, CEO Dave Mosley tells Bloomberg Intelligence analyst Woo Jin Ho how storage demand is evolving with cloud and AI workloads, from nearline hard-disk-drive adoption to next-generation technologies such as HAMR. The podcast also explores how AI is reshaping storage architecture and data growth, Seagate's approach to supply discipline and margin expansion and how competitive positioning influences its longer-term growth trajectory.
SpaceX is sending up 34th resupply mission to the ISS with lots of experiments. Virgin Galactic shows off its Delta Class spaceplane. Sea-based rocket launches could be coming sooner than you might think. JWST has observed the surface of an exoplanet!Become a supporter of this podcast: https://www.spreaker.com/podcast/made-of-stars--4746260/support.
Dan Nathan and Guy Adami broadcast from FactSet's FOCUS Conference in Austin, highlighting FactSet's AI innovations, its partnership with Risk Reversal Media, and Dan's upcoming main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narrative versus the value of closed, reliable data systems like FactSet, then shift to markets: software's technical setup, Oracle's overshoots, and an explosive semiconductor/memory rally (SOXX at highs) featuring sharp moves in Intel, Micron, Western Digital, Seagate, and SanDisk. They flag frothy private-market AI valuations (OpenAI, Anthropic, SpaceX), risks of double/triple ordering and eventual margin deterioration, and cite Palantir's weak post-earnings price action as a possible “fever break.” They also cover energy (Devon, OIH vs XLE), macro/valuation concerns, and weakening signals from Visa/Mastercard and banks. They promote the new YouTube dinner-series “Standing Table,” sponsored by Apex Fintech Solutions. Show Notes Watch our pod with Dan Benton: https://youtu.be/ijtHKlDYvO03 Watch the trailer for 'Standing Table': https://youtu.be/JymGJWG98r0 —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Seagate just reported its best free cash flow in a decade. EPS is up 115% year over year. Revenue grew 44%. Management is calling it a structural shift — the idea that nearline hard disk drives have permanently broken out of their long secular decline thanks to AI data center demand.The numbers are real. The demand from hyperscalers is real. The Mozaic 4 platform shipping at 40-plus terabytes per device is real, and the Mozaic 5 roadmap targeting over 50 terabytes in late 2027 is genuinely impressive. When AI inference needs to recall vast quantities of stored data almost instantaneously, nearline HDDs are exactly the right tool, and Seagate is the dominant supplier. The $1.1 trillion in remaining performance obligations that cloud providers have committed to accelerated compute infrastructure means there is a multi-year demand runway here that is not in dispute.What is in dispute is whether calling this a structural shift — rather than a very powerful cyclical upswing driven by a once-in-a-generation CapEx surge — is accurate. Hard disk drive technology is mature. NAND flash and SSDs will continue taking market share over a long enough time horizon. And Seagate, for all its current dominance, is still a price-taker in a commodity memory market. The party is real. The question is how long it lasts and what you do while it's happening.In this excerpt from a Semi Insider live Q&A session, CSI works through every layer of Seagate's Q3 FY2026 results and close with something genuinely useful for investors: a three-part framework for handling a commodity stock that is over-earning in a cycle without knowing exactly when it ends.What we cover:— Seagate Q3 FY2026: $3.1B revenue (+44% YoY), 47% gross margin, EPS +115%— Best free cash flow in a decade: $953M and the operating leverage story— Q4 FY2026 guidance: $3.45B revenue (+41% YoY), EPS of $5 (+123% YoY)— The structural shift thesis: what management is claiming and what history says— Nearline HDD explained: why AI inference changed the demand equation— Mozaic 4 shipping now, Mozaic 5 roadmap to late 2027— Data center revenue: $2.5B of $3.1B total — hyperscaler dependency— The $1.1T cloud RPO and Seagate's multi-year runway— Reverse DCF: 56% EPS growth over three years — what it implies at $687— Three frameworks for handling an over-earning commodity stock— The 2028 risk: debt paydown, shareholder returns, and the inevitable washoutMembers of Semi Insider get the full live session including extended Q&A and the complete research. Join at chipstockinvestor.com
Time for a trip down memory lane on Tech Corner. Make that memory stocks lane! George Tsilis has Seagate (STX) in focus this week. He dives into the inner workings of the business and how it compares to peers like Micron (MU). Later, George examines the technical setup for Seagate as the stock has soared over the past year.======== 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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The stock market could be setting up for a major move before Monday's 9:30am opening bell, and investors need to pay attention. In this video, we break down the biggest stock market stories, key technical levels, and potential trading opportunities across some of the most watched names in the market, including Nvidia, SanDisk, Seagate, Intel, ATXI, Nokia, SoFi, Robinhood, and Apple.With volatility rising and traders watching every move from tech stocks, semiconductor stocks, AI stocks, fintech stocks, and momentum names, Monday's market open could bring major opportunities or serious risk. Nvidia remains one of the most important AI stocks on Wall Street, while INTC, STX, and SNDK continue to attract attention from investors watching the semiconductor and data storage trade. Meanwhile, SOFI and HOOD remain two of the biggest retail investor stocks as traders look for the next breakout setup.We'll also look at how broader market sentiment, sector rotation, risk appetite, and investor psychology could impact these stocks heading into the next trading session. Whether you're watching for a breakout, a reversal, a gap up, a gap down, or a potential sell signal, this market update is designed to help you prepare before the bell.Subscribe to the OVTLYR channel for more stock market analysis, trading insights, AI stock updates, technical analysis, and investor education designed to help you save time, make better trading decisions, and start winning with less risk.#NVDA #SNDK #STX #INTC #ATXI #NOK #SOFI #HOOD #AAPL #StockMarket #StocksToWatch #AIStocks #TechStocks #Trading #Investing #StockMarketNews #TechnicalAnalysis #OVTLYRLearn more about OVTLYR: https://youtu.be/TUCbD5KovlcAttention to all Ovtlyr who will be joining us at the Trader Fest Live Summit 2026 Presented by Tradier, Sponsored by Cboe!
Zu unserem Whatsapp-Kanal. Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Adidas wächst, Nike schrumpft. Deutsche Bank mit Rekordgewinn. Mercedes schwach wie seit Corona nicht. Kone will TK Elevator. Booking senkt Prognose. Seagate boomt. NXP steigt. Starbucks-Turnaround greift. Fed hält Zinsen. Trump treibt Öl. GE Health leidet. Meta, Amazon, Microsoft, Alphabet: Alle vier liefern Quartalszahlen an einem Abend. Wer wächst am schnellsten? Wer investiert zu viel? Und wer ist der einzige Gewinner? Prediction Markets boomen. Aber für wen? Bloomberg zeigt: Über 100.000 Polymarket-Nutzer verlieren über 1.000 $. Bots räumen ab. Robinhood (WKN: A3CVQC) verliert nach schwachen Zahlen. Krypto-Umsätze brechen 39% ein. Diesen Podcast vom 30.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom Simonts van KBC bespreekt de straffe cijfers van opslagspecialist Seagate en de monsterfusie in de liftensector. --- Trends Beleggen is een podcastkanaal van de redactie van https://www.trends.be Meer info en advies over beleggen vind je op https://trends.be/beleggen/ --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook... Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares. Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm. 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.
As Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first moves will be. Memory stocks surge after Seagate's blowout results. Plus, Alphabet and Microsoft hit all-time highs ahead of their after-the-bell reports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan una temporada de resultados que acumula una tasa de superación de expectativas amplia en el S&P 500, en una jornada donde tres eventos simultáneos concentran toda la atención del mercado.El episodio revisa el triple catalizador del día, el voto de confirmación de Kevin Warsh como presidente de la Fed, la última reunión de Jerome Powell al frente del banco central y los resultados de cuatro de las Magníficas después del cierre. Se discute qué está descontando el mercado sobre el estado del consumidor financiero, el gasto en infraestructura tecnológica y el rumbo de la política monetaria en la segunda mitad del año.Visa reportó su crecimiento de ingresos más fuerte desde 2022 con volúmenes de pagos en aceleración y un programa de recompras histórico; UBS registró su cuarto trimestre consecutivo de operating leverage positivo con utilidades que duplicaron el consenso; Robinhood publicó un miss frente a estimaciones pese a depósitos netos y suscriptores Gold en récord; SoFi completó su décimo trimestre consecutivo de rentabilidad GAAP con márgenes de interés neto por encima de la banca regional; Seagate presentó resultados en un ciclo favorable para el almacenamiento de datos.
AI & tech stocks taking it on the chin as concerns surround OpenAI after reportedly falling short of internal revenue and growth targets. The names seeing the biggest losses, and what it all means ahead of a big day of Mega Cap Tech earnings tomorrow. Plus all the after hours earnings action in Starbucks, Seagate, Visa, and Robinhood. And what to expect ahead of what could be Powell's last Fed meeting. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate's strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand and global growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Seagate (STX) shares have rallied over 600% year-over-year and over 100% so far in 2026. Rick Ducat points out trading opportunities he sees in the stock just ahead of the memory chip company's earnings after Tuesday's closing bell. Tom White turns to an example options trade for Seagate. ======== 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
AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loom. Meanwhile, private credit shows signs of strain, with Blue Owl hit by withdrawals as Goldman Sachs circles opportunity. Wall Street edges higher cautiously ahead of escalating tensions involving Iran, with markets watching Trump’s next move. In corporate action, Broadcom deepens AI partnerships while Seagate emerges as an overlooked AI play. All eyes now on whether this rally has legs - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
In this episode, Josh interviews Amy Wees, CEO of Amazing at Home E-commerce Consulting. Amy shares her expertise in product development, sourcing, and sales, emphasizing the benefits of diversifying manufacturing—particularly sourcing from Mexico as an alternative to China. She discusses Mexico's advantages in cost, quality, and logistics, and highlights common mistakes sellers make, such as not knowing their numbers or lacking supplier contracts. Amy stresses the importance of understanding unit economics, building strong supplier relationships, and differentiating products to succeed in today's competitive e-commerce landscape.Chapters:Introduction to Amy Wees and Amazing at Home (00:00:00)Amy Wees is introduced as CEO of Amazing at Home, specializing in private label product launches and e-commerce consulting.Why Source from Mexico? (00:00:28)Amy discusses the importance of diversifying manufacturing, highlighting Mexico's advantages over China for sourcing and supply chain.Mexico's Manufacturing Capabilities (00:02:04)Explains Mexico's strengths in injection molding, electronics, labor costs, and free trade agreements compared to China.Evolving Supply Chains and Workforce Trends (00:03:25)Describes changes in China's workforce, supply chain challenges, and the need for businesses to adapt and evolve.Discovering and Building Trade Shows in Mexico (00:05:35)Amy shares her journey in exploring Mexican factories and starting a multi-category trade show for sourcing.Common Seller Mistakes: Not Knowing the Numbers (00:07:34)Amy identifies the main mistake sellers make: not understanding their costs, margins, and unit economics.Protecting Supply Chains and Supplier Relationships (00:10:12)Emphasizes the importance of contracts, vetting suppliers, and protecting products from being copied.Josh's Key Takeaways for Sellers (00:12:16)Josh summarizes three action items: know your numbers, build strong supplier relationships, and differentiate your products.How to Connect with Amy Wees (00:16:35)Amy offers a free listing review and shares how listeners can contact her for e-commerce advice.Podcast Closing (00:17:05)Josh thanks Amy for joining the podcast.Links and Mentions:Tools and Websites "Amazing at Home": "00:00:00" "Alibaba": "00:08:59" "Free Listing Review": "00:16:35" Books and Resources "Seller Accountant": "00:12:16" Key Takeaways "Understanding Your Numbers": "00:12:16" "Supplier Relationships": "00:14:37" "Market Evaluation": "00:15:57"Transcript:Josh 00:00:00 Today I'm super excited to introduce you to Amy Wees. Amy is the CEO of Amazing at Home E-commerce consulting, a world renowned company that has helped thousands of brands launch private label products on Amazon and beyond. Amy's knowledge in product development, sourcing, marketing and sales have enabled her to help countless entrepreneurs develop their own successful businesses. So welcome to the show, Amy.Amy 00:00:25 Thank you for having me, Josh. I'm so excited to be here.Josh 00:00:28 I love what you talked about in terms of, you know, diversifying your risk with manufacturing and supply chain, and you've been able to find a lot of that in Mexico. So why don't you tell us more about Mexico? Why have you been so invested lately into, you know, sourcing from Mexico?Amy 00:00:49 Well, you know, it's really we used to go to China all the time. You can go twice a year during canton fair times. And and I still sourced from China. I, I love my manufacturers in China. They're wonderful people. They're very efficient.Amy 00:01:04 Really great. So I don't think that there's anything wrong with China. But at the end of the day, one of the biggest things that all of us have to realize is that we have options and, and that, you know, we don't ever whether it comes to only selling on Amazon, putting your eggs all in that one sales channel basket or only using FBA. What happened during the pandemic? Everybody who is only using FBA, their stuff got stranded. Meanwhile, we tripled our sales because we were able to merchant fulfill. so that's that's, you know, a huge learning thing. And so many people are learning that the restock limits, we talked about that, you know, like, hey, maybe we need to start digging more into these other sales channels so that we are able to drive more traffic to Amazon and have even greater restock limits now that things are changing. Right. so I think it's important to never put all your eggs in one basket and to always know what your your options are.Amy 00:02:04 And so Mexico was a natural, solution. Potential solution. If we look at injection molding and manufacturing around the world. Mexico's number two in injection will be right behind China. So, you know, when we look at even electronics, Latin America is just as high in electronics manufacturing as China is. And a lot of people don't realize that. One of our speakers on the Mexico trip, he's he's an engineer and he specializes in helping electronics companies move their supply chain from China to Mexico. big companies like Seagate have completely moved manufacturing to Mexico. Chinese factories, major factories in China are now reopening new facilities in Mexico. Why? It makes sense, right? It makes sense. You've got free trade. As long as your product is 70%, produced in Mexico. You've got the free trade. So that's a wonderful opportunity there. You actually have lower labor costs in Mexico than you do in China. China labor costs have risen. and you have a highly educated and motivated workforce in Mexico, which that is also changing in China quite a bit.Amy 00:03:25 We're all finding with our factories and, you know, talking with my factory owners, every year after Chinese New Year, a lot of their employees do not return. It's very hard for them because e-commerce has really taken off in China. And so a lot of these, you know, it used to be you can walk through a factory in China a few years ago, and they didn't have, you know, they didn't sell it in e-commerce. Nowadays, that's nearly impossible to find a factory that doesn't sell. And so the workforce is evolving in China, and it's causing some, some issues in terms of supply chain, not only for labour. for quality control, you know, so there's even the Chinese are looking for alternatives to different places to open up factories and things like that. So I think that all of us have to evolve. We look at any company that does not evolve with the times what we find. You know, we look at like the toys R us stories and we look at, you know, the top 50 retailers in the United States of America.Amy 00:04:30 Also on the e-commerce websites. So it's very important for us to pay attention and make sure that we're looking at, okay, what's next. And also when we look at, you know, how many. Issues did we have with, with, ports being backed up and with our. With our supply chain just being at a complete stoppage. and we were all talking about men. For Q4 this last year. You better get your stuff in by August, because there's no way the October timeframe is dead. because there was so much, you know, caught back up and everything prior to this Q4. So this year it was a little bit better. We had some catch up, but we really need to be paying attention. And so for me, I'm right here in San Antonio, Texas. I traveled to Mexico a lot. I love Mexico, and I always see all these things,...
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)Show Notes:Tech Tug Of War: Fear Vs. GreedAI, chip stocks jump as Trump hints at ending Iran war within weeksRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über ein üppiges Abschiedsgeschenk bei Vonovia, Übernahmefantasie im Biotech-Sektor und ein Strategiewechsel bei OpenAI. Außerdem geht es um Arm Holdings, AMD, Intel, Nvidia, Sandisk, Micron, Seagate, Alphabet, Merck & Co., Terns Pharmaceuticals, Siemens Energy, Lanxess, Puma, Antas Sports, Jenoptik, BASF und SpaceX. 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
The morning after last week's show, Apple confirmed our thoughts, and the rumors, announcing the all-new MacBook Neo. Starting at $599, this laptop packs a punch. We discuss who it's for (spoiler, a lot of people) and what it means for Windows Laptops. Plus, we have plenty of other tech news to get caught up on and all our usual segments, to help you get out there and tech better! Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) Asteroid 2024 YR4 will not impact the Moon (03:45) MAIN TOPIC: MacBook Neo (06:05) Say hello to MacBook Neo I can't believe it: Apple's $599 MacBook Neo just lit a monstrous fire under the Windows laptop market — Microsoft better be panicking Apple's strange TikTok videos capturing Gen Z's attention DAVE'S PRO-TIP OF THE WEEK: Set a timer to finish at… (19:20) JUST THE HEADLINES: (24:45) United Airlines can now boot passengers who refuse to use headphones with their devices Seagate just unleashed 44TB hard drives Walgreens testing body-worn cameras for employees Robotic surgery performed remotely on patient 1,500 miles away Hacked Tehran traffic cameras fed Israeli intelligence before strike on Khamenei Florida woman given major jail sentence for illegally selling Microsoft product keys IBM scientists unveil first-ever 'half-mobius' molecule WITHIN REACH! Tied 1-1, this is round 3 (28:10) TAKES: Meta's AI display glasses reportedly share intimate videos with human moderators - A new app alerts you if someone nearby is wearing smart glasses (35:10) Grammarly is using generative AI to provide 'expert' reviews from famous authors and academics (40:20) Anthropic finds 22 Firefox vulnerabilities using Claude Opus 4.6 AI model (42:40) BONUS ODD TAKE: Walkmanland (44:35) PICKS OF THE WEEK: Dave: Small Cream Cheese Spreader Knives Set,Wooden 5in,Stainless Steel Butter Knife Spreader for Cocktail, Condimets, Dips, Appetizers, Jam, Pastry, Sandwich, Toast, Bagel, Charcuterie Board Serving Party Supplies (49:55) Nate: Veken Coffee Canister, Airtight Stainless Steel Kitchen Food Storage Container with Date Tracker and Scoop for Beans, Grounds, Tea, Flour, Cereal, Sugar, 16OZ, Gray (54:05) RAMAZON PURCHASE OF THE WEEK (56:35)
Alissa Coram and Ken Shreve walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's show, the crew deals with several major post-scripts from last week's jam-packed news discussion block. Fortunately, Lotus, Niki, and John are joined by certified GOAT Michael Higham to unpack it all.Michael beat Resident Evil Requiem and John played it on Switch 2The global storage shortage gets very real with Seagate and Western Digital allocating stock of hard drives through 2026Valve is revisiting the timeline of their new hardware suiteSteam Deck OLED stock is out intermittently in major regionsSony and Nintendo both evaluating delays and price hikes for hardwareTiMi's Montreal studio closingTurns out we were right about pretty much everything we discussed regarding Tencent and Highguard last weekMicrosoft Japan under investigation for monopolistic practicesDiscord delaying age verification amid backlashskate developer laying off unknown number of staffNew York Attorney General suing Valve over loot boxesUK Advertising Committee issues enforcement over loot boxesEurogamer hit with layoffsBlueprint pitched a Bloodborne remake before its closurePokemon Winds & Waves revealed for 2027 releaseMichael and Niki played MarathonNiki and John played Vampire CrawlersNiki played Titanium CourtMichael played CicadamataThe crew answers your burning HIVE QUESTIONS from our lovely DiscordThanks for listening! Join The Hive by going to vgbees.com/join today!
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1273: GM is staying lean to outmaneuver the next sales slowdown. AI's appetite for memory chips could spark a new supply squeeze across autos and tech. Retailers are proving that telling better stories sells.Show Notes with links:General Motors is rewriting its inventory playbook, running 30–40% leaner and hoping that tighter supply, stronger cash flow, and faster decision-making could turn the next cycle into a competitive advantage.S&P Global Mobility forecasts U.S. sales down 2.5% to 15.8M units as affordability and softer EV demand weigh on the market.GM is targeting a 50–60 day supply versus the pre-pandemic 100+ days.Leaner inventory gives GM more flexibility to adjust incentives in a downturn without crushing profitability.Dealers have felt the squeeze, especially on affordable models, prompting GM to stage select Trax and Trailblazer units at ports to speed delivery.CFO Paul Jacobson summed up the strategy: “It's easier to do when you have less inventory in the system because you can just respond much more quickly.”Just when the auto industry thought it survived the chip crisis, here comes round two—this time powered by AI. Data centers are devouring global memory supply, forcing automakers to brace for tighter supply, higher costs, and potential production headaches.AI data centers are soaking up global DRAM and memory production, with Western Digital and Seagate already sold out of most 2026 capacity.Memory chip prices have jumped 90% quarter-over-quarter, prompting PC makers like Dell to raise prices 15–20%.Tesla's Elon Musk says the solution may be vertical integration: “We're going to hit a chip wall if we don't do the fab.”Retailers are doubling down on something we at More Than Cars know well—storytelling sells. Brands are shifting from simply stocking products to crafting narratives that spark emotion, build loyalty, and turn casual shoppers into long-term fans.Nordstrom says department stores no longer “introduce” brands—they help tell their story and build deeper consumer connection.Five Below credits curated social storytelling—merchandising and marketing working together—for stronger engagement with younger shoppers.Under Armour's Kevin Plank says brands must inspire emotion: “The world does not need another capable apparel and footwear manufacturer. The world needs hope and they need a dream.”Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turnover - before employees leave.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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
(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platforms, and why supply is already booked through 2027.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #STX #seagate #StockMarket2026 #memoryshortagesNick and Kasey own shares of Seagate
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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
Equities up, volatility up is the name of the trading day according to Kevin Green. He explains why he's cautious on the move higher and how Big Tech needs to continue a winning streak to cement confidence in the rally. KG turns to Seagate's (STX) eye-watering rally and the gamma squeeze he sees on the stock. Also moving a lot to start the session: silver and gold, which showed substantial moves in a matter of minutes. ======== 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
Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos UnitedHealth, CVS und Humana verlieren. Anta kauft Puma-Anteil. Micron investiert in Singapur. Corning baut für Meta. Cloudflare steigt wegen KI. SK Hynix mit Allzeithoch. GM hat SUVs und Pickups. LVMH schwächelt bei Leder. Texas Instruments wächst. Navan (WKN: A41MYP) hat seit dem IPO 30 % verloren, aber StartUp-Legende Andreessen Horowitz kauft nach. Seagate (WKN: A3CQU7) hat seinen Wert innerhalb eines Jahres vervierfacht. Die Firma profitiert mit klassischen Festplatten vom KI-Hype. Diesen Podcast vom 28.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
In this explosive episode of In Search of Excellence, Randall Kaplan sits down with Marc Lore—the billionaire entrepreneur, owner of the Minnesota Timberwolves, and the visionary founder behind Diapers.com (sold to Amazon for $545M) and Jet.com (sold to Walmart for $3.3B).If you think entrepreneurship is glamorous, think again. Marc drops the filter to reveal that "95% of the day is shit work"—boring, repetitive, and unexciting tasks that most people quit on. From hauling thousands of diaper boxes out of Costco in an 18-wheeler because manufacturers wouldn't sell to him , to counting cards in Atlantic City casinos, Marc shares the raw stories of resourcefulness and resilience that defined his path to billions.SUBSCRIBE for more masterclasses with the world's most successful leaders!Key Moments & Timestamps00:00 – Intro: Why entrepreneurship is low probability and "shit work" 01:46 – The Story: Marc's dad crashing Bruce Springsteen's house 03:44 – How Marc's dad "hacked" the job market for programmers 07:44 – Marc's mom becoming a competitive bodybuilder at age 36 11:31 – The "Farmer Mindset": Creating something from nothing 13:32 – Nature vs. Nurture: Are entrepreneurs born or made? 14:44 – Overcoming bullies and the power of being alone 19:48 – Why "A-students" from top schools often struggle with failure 23:40 – Hiring Strategy: Why Marc is a "Resume Snob" 31:30 – Trading options and derivatives at 12 years old 35:32 – The Fake ID Ring: Deconstructing licenses to beat the system 40:12 – Why manual labor is the best training for CEOs 43:55 – The Diapers.com Hustle: Buying inventory from Costco with an 18-wheeler 45:48 – The "Loss Leader" Strategy: Losing money to win the customer 48:14 – The Human Calculator: Marc proves his insane math skills live 51:51 – Why visionary founders are obsessed with magic About the Guest: Marc LoreMarc Lore is a serial entrepreneur, investor, and owner of the NBA's Minnesota Timberwolves. He is one of the few founders to sell a company to Amazon (Diapers.com) and another to Walmart (Jet.com) for multibillion-dollar exits. Known for his "human calculator" math skills and extreme risk tolerance, Marc is currently building the utopian city project Telosa and the food delivery startup Wonder.About the Host: Randall KaplanRandall Kaplan is a serial entrepreneur, venture capitalist, and the founder of In Search of Excellence. He has been an advisor to more than 50 companies and invested in nearly 100, including Google, Lyft, and Seagate.Apply for One-On-One CoachingIf you're ready to change your life and achieve your goals, apply here: https://www.randallkaplan.com/coaching Listen to my Extreme Preparation TEDx Talk here: https://www.youtube.com/watch?v=MIvlFpoLfgs Listen to this episode on the go!Apple Podcasts: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/23q0XIC... For more information about this episode, visit https://www.randallkaplan.com/ Follow Randall!Instagram: @randallkaplan LinkedIn: @randallkaplan TikTok: @randall_kaplan Twitter / X: https://x.com/RandallKaplanWebsite: https://www.randallkaplan.com/1-on-1 Coaching: https://www.randallkaplan.com/coachingCoaching and Staying Connected:1-on-1 Coaching | Instagram | YouTube | TikTok | LinkedIn
About 100 companies report earnings this week, including Mag 7 companies like Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA). Kenny Polcari remains "very bullish" on tech's strength for the rest of the year, citing strong earnings growth that is "nothing like the dot com bubble." Even with Mag 7 in focus, Kenny's also watching the memory chip trade starting with Seagate's (STX) earnings Tuesday evening, calling the space the "true bottleneck" of AI. ======== 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
Before Seagate's (STX) earnings after Tuesday's close, Nitin Sacheti tells investors to keep "high expectations" in mind for the company and its peers. He points to companies not meeting investor hopes as a "hiccup" to the trade even if earnings continue to come in strong. Nitin later explains how Seagate, Micron (MU), SanDisk (SNDK) and Western Digital (WDC) all play their role in the memory chip industry. Tom White turns to the options front for Seagate. ======== 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
We are knee deep into earnings season, and WSJ's Take On the Week co-hosts Telis Demos and Miriam Gottfried dive right into what companies they'll be keeping an eye on this week. Our hosts compare the divergent strategies of Chevron and ExxonMobil as they navigate geopolitical instability in Venezuela and a push for cheap oil from President Trump. Telis and Miriam highlight some rising and and not-so-rising stars in the AI story: Seagate and Meta. Then they look at the return of the “Sell America” trade amid recent policy volatility and tariffs After the break, Miriam is joined by Greg Peters, co-chief investment officer for public fixed income at PGIM, the asset management business of Prudential Financial, to discuss the risks facing the bond market. Peters explains why the market shrugged off recent concerns over Fed independence. Next, he shares how he hedges the winner-take-all risk in the AI buildout. And finally, Peters shares his biggest concern as an investor over the next year. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's private equity reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Chevron's Dilemma in Venezuela: Support Trump's Vision Without Losing Money Trump's $50 Oil Price Goal Is Doable, but Painful AI Is Causing a Memory Shortage. Why Producers Aren't Rushing to Make a Lot More. Meta Lays Off 1,500 People in Metaverse Division Trump Calls Off Tariffs on Europe Over Greenland Japan's Long-Dated Bond Yields Hit Record Highs For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
January 2026 Sustainable Stock and ETF Picks… Covers the world's most sustainable companies, cleantech and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 163, January 23, 2026 Hello, Ron Robins here. Welcome to my podcast episode 163, published on January 23, 2025, titled "January 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a huge crop of 24 articles for you in this podcast! Note: Some companies are covered more than once. Now with so many articles to potentially cover, I've chosen 6 to quote from. The other 18 can be found with their titles and links on the webpage for this podcast edition. ------------------------------------------------------------- The 2026 Global 100 list puts speed in the spotlight The first article I'm quoting from is hot off the press and is about one of my favourite company rankings! It's titled The 2026 Global 100 list puts speed in the spotlight on corporateknights.com. The introduction is by Tristan Bronca. Here's some of what he says. "As the global economic transition accelerates, more companies are recognizing that sustainability isn't just good marketing – it's good for business, too… This was the animating spirit of the new methodology behind the Corporate Knights Global 100 ranking. The revised methodology introduces 'sustainable revenue momentum' to measure how fast companies are growing their sustainable revenues. A change of method Last year, sustainable revenues and investments together accounted for 50% of the score, and the other 50% was scored across 22 common environmental, governance and social performance indicators (KPIs) such as water use, emissions, workplace fatalities, and diversity on the board and among executives. The change has reordered the deck in a big way… A dramatic departure? 'In terms of performance, the G100 companies are back in top form, beating the benchmark MSCI AWCI index over the past year,' Toby Heaps says, referring to a stock market index of 85% of global investable equities across almost 50 countries." End quotes. Incidentally, the top five companies are ERG SpA (ERG.MI), Pandora A/S (PNDORA.CO), EDP Renováveis SA (EDP.LS), Fluence Energy, Inc. (FLNC), and Taiwan High Speed Rail Corp. (2633.TW). ------------------------------------------------------------ Top 4 Clean Tech Companies to Watch in 2026 This next article brings us back to highly familiar territory. It's titled Top 4 Clean Tech Companies to Watch in 2026 on carboncredits.com and is by Jennifer L. Here are some brief quotes. "1. NextEra Energy (NEE) is the largest clean energy company in the world. It owns and operates wind farms, solar fields, and battery storage systems across the United States… NextEra has also increased its dividend for more than 26 years in a row. 2. First Solar (FSLR) is one of the top makers of solar panels worldwide. It uses a technology called thin‑film photovoltaic modules. These panels are lighter, use fewer raw materials, and often perform better in hot climates compared to traditional silicon panels. The company builds large solar power plants that send power to utilities and corporate customers… Financially, First Solar is a strong player. Its market cap was around $24 billion in 2025, and it has shown double‑digit revenue growth. 3. Bloom Energy (BE) makes a special type of power generator called a solid‑oxide fuel cell. These units produce electricity efficiently and with low emissions. Customers include data centers, large buildings, and industrial sites that need reliable power without high carbon output. Bloom's fuel cells can run on hydrogen or biogas, which makes them flexible for future clean energy systems… Premium financial news reported that its stock jumped more than 410 % in 2025 after strong earnings results. 4. Plug Power (PLUG) focuses on hydrogen fuel cell systems. Its products are designed to replace traditional batteries and fossil fuels in heavy equipment, forklifts, and industrial vehicles. The company is also building hydrogen production and fueling infrastructure across North America and Europe. This supports a broader 'green hydrogen' economy… Plug Power has faced financial challenges, including consistent net losses and stock price volatility… Its long‑term growth story depends on hydrogen demand and policy support worldwide." End quotes. ------------------------------------------------------------- 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 The third article I've chosen to quote from is titled 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026 - December 30, 2025 on zacks.com. It's By Aniruddha Ganguly. Now, some quotes from the article. "1. NVIDIA (NVDA) achieved 100% renewable electricity for all its global offices and controlled data centers in fiscal 2025. This Zacks Rank #1 (Strong Buy) company targets to reduce direct emissions by 50% for operations (Scope 1) and electricity consumption (Scope 2) by 2030… The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $4.66 per share, indicating 55.9% growth from the figure reported in fiscal 2025. (NVDA - Free Report). 2. IDEXX Laboratories (IDXX) is a developer, manufacturer and distributor of products and services primarily for the companion animal veterinary, livestock and poultry, water testing and dairy markets. IDEXX has set goals to reduce Scope 1 and 2 greenhouse gas emissions and aims to source 100% renewable electricity by 2030… This Zacks Rank #2 (Buy) company plans to improve diversity and representation of underrepresented groups… IDEXX shares have surged 66% in the trailing 12-month period. The Zacks Consensus Estimate for 2026 earnings has been steady at $14.42 per share, indicating 11.7% growth from the 2025 consensus estimate figure of $12.93 per share. (IDXX - Free Report). 3. Microsoft (MSFT) targets to become carbon negative, water positive, and generate zero waste by 2030… This Zacks Rank #3 (Hold) company is leveraging AI for Good Lab and tools like the Microsoft Planetary Computer to drive biodiversity conservation… Microsoft shares have returned 14.7% in a year. The Zacks Consensus Estimate for fiscal 2026 increased a couple of cents to $15.61 per share, indicating 14.4% growth from the figure reported in fiscal 2025. (MSFT - Free Report)." End quotes ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Today This next article picks a few lesser-known, and for some sustainable investors, a few controversial companies for review. It's titled Top Renewable Energy Stocks To Watch Today on marketbeat.com and is by MarketBeat. Here are several brief quotes from the article. "1. Quanta Services (PWR) provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. Read Our Latest Research Report on PWR. 2. WEC Energy Group (WEC) through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC. 3. NOV (NOV) designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. Read Our Latest Research Report on NOV. 4. Clearway Energy (CWEN) operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. Read Our Latest Research Report on CWEN. 5. HA Sustainable Infrastructure Capital (HASI) through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. Read Our Latest Research Report on HASI. 6. Ameresco (AMRC) a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, Europe, and internationally. Read Our Latest Research Report on AMRC. 7. Gibraltar Industries (ROCK) manufactures and provides products and services for the renewable energy, residential, agtech, and infrastructure markets in the United States and internationally. Read Our Latest Research Report on ROCK." End quotes. ------------------------------------------------------------- Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition My fifth article is titled Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition on finance.yahoo.com. It's by Avisekh Bhattacharjee and originally published on zacks.com. In the US, the wind industry could be gaining ground despite President Trump's protestations. Here are some quotes from the article. "1. NextEra Energy (NEE) is a public utility holding company engaged in the generation, transmission, distribution and sale of electric energy. The Zacks Rank #2 (Buy) company's competitive energy business, NextEra Energy Resources LLC (NEER), is the leading generator of wind energy globally. NextEra Energy, Inc. (NEE): Free Stock Analysis Report. 2. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company. The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources. Pacific Gas & Electric Co. (PCG): Free Stock Analysis Report. 3. Arcosa (ACA) is a leading manufacturer of infrastructure-related products and services that serve the energy, construction and transportation markets. This Zacks Rank #2 company's Engineered Structures business continues to benefit from strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 4. Constellation Energy (CEG) is a well-recognised provider of electric power, natural gas and energy management services to 2 million customers across the continental United States. Constellation Energy operates 27 wind projects across 10 states… This Zacks Rank #3 (Hold) company is launching a $350 million initiative to increase the output and lifespan of its portfolio of renewable energy sources. Constellation Energy Corporation (CEG): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 My final review article covers some old favourites. Its title is AI infrastructure stocks Lumentum, Celestica, Seagate beat Nvidia 2025 on cnbc.com. It's by Kif Leswing. Here are some brief quotes. 1. Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. 2. Lumentum based in San Jose, California, makes switches, transceivers and other optical laser-based parts that are needed for fiber-optic cables. Customers have typically been telecommunications carriers and device makers like Apple, which previously used Lumentum parts in its FaceID sensor… Lumentum's stock price has jumped 372% this year… lifting the company's market cap past $28 billion. Sales surged 58% in the most recent quarter from a year earlier to $533 million. 3. Western Digital is one of three major hard drive manufacturers, along with Seagate and Toshiba. Shares of the 55-year-old company are up almost 300% this year… 'Data is the fuel that powers AI, and it is HDDs that provide the most reliable, scalable and cost-effective data storage solution,' CEO Irving Tan said in October on an earnings call… Revenue is expected to increase about 23% in fiscal 2026, with growth slowing to 13% in 2027. 4. Micron is one of three major memory producers, alongside Samsung and SK Hynix, but the only one based in the U.S… Analysts from Morgan Stanley said in a December note that Micron's results showed the best revenue and profit upside in the 'history of the U.S. semis industry' — aside from Nvidia. Revenue is expected to almost double in the year ending in August, before dramatically slowing to 24% in fiscal 2027 and less than 1% in 2028, according to LSEG. 5. Seagate is also benefiting from booming demand for storage. The stock is up 231% this year. Sales rose 21% to $2.63 billion in the company's fiscal third quarter, which ended Oct. 3. The company said at the time that 80% of its sales go to the data center market. 'There is no question that AI is reshaping hard drive demand by elevating the economic value of data and data storage,' CEO Dave Mosley said on a call with analysts… Analysts expect 21% revenue growth this fiscal year, followed by increases of about 15% and 6% in the next two years, according to LSEG. 6. Celestica founded in 1994 as an IBM subsidiary, makes switches that connect networks together and manage the data and traffic flowing through them. The stock is up more than 230% this year… Analysts at Goldman Sachs wrote in a note Friday that Celestica supplies parts for Google's ASIC. 'The company should benefit in 2026 from being the leading provider of Google TPU rack level solutions,' the analysts wrote." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for January 2026. 1. Title: These Infrastructure Stocks Could Quietly Power the AI Revolution on fool.com. By Matt DiLallo. 2. Title: Top Beaten-Down Data Center Infrastructure Stocks on seekingalpha.com. By Steven Cress. 3. Title: Meet the four most sustainable funds on the market for 2025 corporateknights.com. By CK Staff. 4. Title: 3 Green Energy Stocks to Watch for a Cleaner, More Sustainable 2026 on finance.yahoo.com. By Pulkit Chamria. 5. Title: Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks on wallst.com. By Rich Duprey. 6. Title: The Top Clean-Energy Stocks for 2026, According to an Investment Advisor on businessinsider.com. By Samuel O'Brient. 7. Title: Top 10 Companies for CSR and Sustainability in 2025 on thecsrjournal.in. By Hency Thacker. 8. Title: This Underrated Industrial Stock Could Be the Purest Play on AI Infrastructure on fool.com. By John Bromels. 9. Title: Sustainable Investing Trends to Watch in 2026 on sustainalytics.com. By Morningstar Sustainalytics. 10. Title: The most sustainable equity funds in 2026 on corporateknights.com. Introduction by Saint Ekpali. 11. Title: Top 10: Renewable Energy Companies on energydigital.com. By Charlie King. 12. Title: The Grid Gap Gamble: Why Bloom Energy is Defying the Clean Tech Downturn in 2026 on markets.financialcontent.com. By MarketMinute. 13. Title: Some of the Best Sustainable Companies Call This ETF Home on etftrends.com. By Todd Shriber. 14. Title: Cisco Systems a Top Socially Responsible Dividend Stock With 2.2% Yield (CSCO) on nasdaa.com. By BNK Invest. 15. Title: Top 10: Sustainable Investments 2026 on sustainabilitymag.com. By Charlie King. 16. Title: Why Bloom Energy (BE) Stock Is Trading Up Today on finance.yahoo.com. By Petr Huřťák. 17. Title: Barclays Calls This 1 AI Server Stock 'Best in Class' Amid Upgrade to 'Overweight' Rating on finance.yahoo.com. By Aditya Raghunath. 18. Title: A clean technology company on the verge of transformational growth on stockhouse.com. By Trevor Abes. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "January 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on February 27th. See you then. Bye for now. © 2026 Ron Robins, Investing for the Soul
Susquehanna upgraded Seagate (STX) and raised its price target on Western Digital (WDC) following the sharp rallies seen in both stocks. Marley Kayden talks about how the AI trade continues to boost memory chips which include other peers like Micron (MU) and SanDisk (SNDK). Joe Tigay offers an example options trade for Seagate. ======== 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
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über en Superzyklus bei Speicherchips, ein Double Downgrade bei Adidas und Comeback-Hoffnung bei Novo Nordisk. Außerdem geht es um Bitcoin, Ether, Western Digital, Seagate, Micron Technology, Samsung, Sandisk, SK Hynix, Nanya Technology, Nvidia, Johnson Controls, Trane Technologies, Carrier Global, Tesla, Eli Lilly, Ventyx Biosciences, Infineon, STMicroelectronics, Aixtron, SAP, Adidas, Nike, Asics, Puma, JD Sports, Novo Nordisk, Wisdom Tree Strategic Metals and Rare Earths Miners (WKN: A3EKKT), MP Materials, Lynas Rare Earths, Northam Platinum Holdings, Taseko Mines, Aurubis, VanEck Rare Earth and Strategic Metals (WKN: A3CRL9), PLS Group, Albemarle, China Northern Rare Earth, MP Materials, BNP Paribas Copper ETC (WKN: PB8C0P), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Sprott Pure Play Copper Miners (WKN: A3EWMH), Copper Miners ETF (WKN: A3ECC3), Freeport-McMoRan und Southern Copper. 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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
When it comes to Tuesday's economic prints, Jessica Inskip says the labor picture gives the Fed more leeway for interest rate cuts in 2026. It's something she takes into consideration for her Big 3 picks. Jessica explains GE Vernova's (GEV) A.I. power play, Nasdaq's (NDAQ) signal to increasing investor interest, and Seagate's (STX) storage play. Kevin Green gives technical insight into Jessica's Big 3 by highlight key levels to watch. ======== 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
Seeking Alpha's Head of Quant, Steve Cress on how crazy November was and why quant works (0:45). Micron and CommScope, 2 quant strong buys in AI sector (12:00). Worth buying near 52 week highs? (17:00). Seagate Technology, pick #3 (19:30). Benefits of employing this strategy (22:00). Quant performance during GFC (29:00).Show Notes:3 Best AI Stocks For The 2025 Santa RallyAlpha Picks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Allan tells us about the recent OpenZFS Summit including inconsistent JBODs, more details about mixed disk sizes in ZFS with AnyRaid, an upcoming standard that allows you to keep using partially dead hard drives, Seagate's roadmap for 50 and 100 TB drives, and NVMe connected mechanical drives. Plus using a separate mini PC for work. […]
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