Podcasts about shopify shop

The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there's opportunities to invest in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Today's market crash - IPO season - Autonomy is here - Who is making irresponsible predictions? - Stocks on our radar Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Owen Carr and Christopher Davis break down why Shopify (SHOP) shares are falling despite strong earnings. They discuss uncertainty around future sales drivers and shifting market conditions. Christopher says he's not surprised by the reactions we're seeing in Shopify shares and Owen says it will take a long term area where Shopify will increase their inversion. The conversation also highlights Shopify's weakening moat.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering 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

Intel (INTC) surged to an all time high after reports Apple (AAPL) may use Intel and Samsung for U.S. chip production while Shopify (SHOP) drops despite strong revenue growth. AMD (AMD) and broader markets saw mixed trading.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering 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

LikeFolio's Andy Swan says Shopify (SHOP) is “firing on all cylinders” ahead of its earnings report premarket Tuesday. He argues they're “benefitting a lot” from AI, despite getting caught in the broader software sell-off, because AI innovators are using their infrastructure to sell products and AI-driven shopping leads consumers to Shopify sites. He claims demand and happiness are both higher and points out a “divergence opportunity.” However, he notes the stock is pricey, and Shopify has to continue to innovate to stay ahead.======== 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

Ich habe Higgsfield AI getestet und zeige euch in diesem Video ua. wie man durch das Verbinden mit Claude Code einen Shopify Shop mit einem einzigen Prompt erstellt.Zur Shop Seite: https://ctmedia-espresso.netlify.app/Werbung | Affiliate

Wie nutzt du AI für Produktfotos in deinem Shopify-Shop und welche Tools halten wirklich, was sie versprechen? tante-e-Gründer Adrian hat Google Gemini, OpenAI GPT Image und Shopify Sidekick ausführlich getestet.Von simplen iPhone-Fotos zu professionellen Studio-Shots: Du erfährst, welches Tool bei textlastigen Verpackungen an Grenzen stößt, wie du konsistente Model-Kataloge aufbaust und wie du realistische AI-Produktilder. erstellst Mit konkreten Learnings zu Prompting, rechtlichen Aspekten und der Antwort: Wo lohnt sich der Einsatz und wo nicht?Podcast gesponsert von Unzer: https://www.unzer.com/de/shopify-unzer/Mehr Wissen im tante-e-BlogAI Produktbilder für Fashion im Test: https://tante-e.com/blogs/tante-e-blog/ki-produktbilder-fashion-shopify-openai-gemini-testAI Produktbilder für Home & DIY Im Test: https://tante-e.com/blogs/tante-e-blog/ki-produktbilder-home-interior-shopify-openai-gemini-testAI Produktbilder für Kosmetik im Test: https://tante-e.com/blogs/tante-e-blog/ki-produktbilder-kosmetik-shopify-openai-gemini-test

LikeFolio's Landon Swan discusses Shopify (SHOP) as a potential value opportunity following a recent pullback in shares. He highlights Shopify's ecommerce leadership, improving brand sentiment, and the long‑term promise of AI-integrated shopping experiences. While risks remain from tariffs, inflation, and consumer stress, Swan argues the bullish case outweighs the bearish concerns and sees trends continuing to favor Shopify.======== 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 this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty. We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts. On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale. We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward. Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here. Tickers of stocks discussed:Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL) Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Alibaba Group Holding Limited (BABA) is rolling out Accio, an agentic AI designed to automate the entire global supply chain for small businesses. Rah Mahtani explains how the system handles sourcing, negotiations, logistics, and customs—while integrating with Shopify (SHOP) and pulling market data from Amazon (AMZN) and Walmart (WMT). The move shifts AI from summarizing information to executing real-world commerce.======== 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

With Square and Cash App gaining traction, per LikeFolio's recent data, Landon Swan makes the argument for an incoming rebound in Block (XYZ). Selling action in crypto and steep competition with Shopify (SHOP) sent the stock back near its 52-week low, though Landon sees Block's fintech prospects as ones that will pay off for investors. Significant traction in monthly active users adds to his bull case.======== 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

Shopify (SHOP) shares are in focus following an upgrade from Phillip Securities. Ben Watson drops in to provide his technical takeaways on the chart, starting with a 5-day timeframe. He sees a bullish momentum divergence with its MACD study and underlines $128 as a near-term upward resistance level. On a 1-year chart, Ben adds the 50-day simple moving average and shows how shares remain well under that indicator. ======== 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

teve Koenig and Dan Romanoff discuss the software sector, which has taken a beating from AI disruption fears. Steve sees some “pretty compelling” investment theses for the sector with valuations compressing. Dan agrees, noting that earnings are still strong: “there's no real evidence that the, sort of, AI impact is happening.” Steve likes Datadog (DDOG), Autodesk (ADSK), and Zscaler (ZS). Dan likes Guidewire (GWRE), Tyler Technologies (TYL), and Shopify (SHOP).======== 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

We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The top earnings reports of the week. - Artificial intelligence coming for trucking stocks? - We debate: Value or falling knife? - Stocks on our radar Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this KE Report Daily Editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a volatile day of trading that saw a mid-morning "waterfall decline" across the broad averages. Joel provides a deep dive into the shifting market internals, moving beyond the headlines of the recent jobs report to explain the structural changes currently driving price action. From the disruption of the software sector to the sudden resurgence of traditional value plays, we cover the critical trends every investor needs to watch. Discussion Highlights: The Catalyst for the Sell-Off: Joel identifies the existing home sales data, which came in significantly lower than expected, as the primary trigger for the mid-morning market reversal. The AI Software vs. Hardware Divide: A look at why software giants like Oracle (ORCL) and Shopify (SHOP) are facing intense pressure, while hardware and chip makers like Micron (MU) and Seagate (STX) continue to find support. The Great Rotation into Value: Analysis of the flight to safety as investors move capital into "tried and true" consumer staples such as Coca-Cola (KO), Walmart (WMT), and Costco (COST). Real Estate and Paper Wealth: A sobering look at the housing market, specifically the decline in Toronto's median sales prices to pre-pandemic levels and the resulting evaporation of "paper wealth." Technical Outlook for the Bottom: Joel shares his strategy for identifying a market floor, emphasizing the need for consolidation and a clear catalyst before "taking a poke" at new positions.   Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/   Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/   Stocks Mentioned (Symbols): ORCL, SHOP, MU, STX, KO, MCD, WMT, CP, COST, BRK.B, T, VZ, SCHW, LPLA, F, GM, BTC.   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Following the "aggressive" selloff seen in the software names, Kevin Green points to Cloudflare's (NET) surge higher after an earnings beat as a potential boon for the overall group. Meanwhile, Shopify (SHOP) is also enjoying "a nice move to the upside" says KG as he breaks down the company's AI initiatives and goes inside its earnings report. For today's trading, KG turns to the options market saying 7000 will be a "major focal point" but adds that downside 6900 puts volume are rising.======== 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

Shopify (SHOP) shares fell sharply after its 4Q earnings figures failed to hold an after-hours rally. Mark Gibbens highlights that the current economic backdrop and healthy consumer spending could provide a strong tailwind for the business' long-term growth. Meanwhile, Andy Wang points to a new $2 billion share buyback program as a clear sign of management's confidence in the company's trajectory.======== 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

SUMMARY DEL SHOW Wall Street amanece en verde mientras el mercado espera el reporte de empleo de enero; el foco sigue en empleo hoy y CPI el viernes. Aehr Test $AEHR sube fuerte por un pedido ligado a testing de chips de IA para un gran data center, con producción desde verano de 2026. Shopify $SHOP salta por un Q4 sólido y guía fuerte; Estée Lauder $EL demanda a Walmart $WMT por presunta venta de productos falsificados en su marketplace.

Megan Brantley from Likefolio discusses Shopify (SHOP), highlighting web traffic acceleration over the last 1-2 years that far outpaces competitors. She notes that its system “plays nicely” with the biggest AI systems, giving it an edge for consumer shopping through there. Megan emphasizes how Shopify is helping small and medium businesses gain customers. ======== 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

As a part of its internet stock analytical rebalancing, Wolfe Research downgraded Shopify (SHOP) to peer perform from outperform. That said, Rick Ducat notes the stock has done well over the past year, but points out shares struggled to break through a downward ceiling. He turns to other bearish and bullish trends in the stock and offers an example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Likefolio's Andy Swan looks at payment stocks, starting with Toast (TOST). He calls it an outlier, being a restaurant-only payment company, but is surging in web visits. It's “separating itself from the pack” and “winning the market,” but the stock is expensive. Shopify (SHOP) is leading their data, while Square (XYZ) is seeing contraction. ======== 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

Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it's a reminder that retailers have to play a new game and that's driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what's on our radar this week. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP). Host: Travis Hoium Guests: Dan Caplinger, Asit Sharma Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Cloudflare (NET) outages affected a large portion of the internet, from X and ChatGPT, to Shopify (SHOP) and Anthropic's Claude. Marley Kayden takes investors through the timeline and subsequent fixes being made as the company rushed to restore goodwill for investors. Many appeared to notice as shares recovered off lows of the trading day. Marley also dives into how these outages show how connected our everyday lives are to the internet. ======== 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

Prosper Trading Academy's Charles Moon turns to hot software trades on today's Big 3. He sees Palantir (PLTR) shooting up to $205 as long as it breaks $195, Shopify (SHOP) experiencing more short-term drawdown, and Cloudflare (NET) to make a short-term rebound. Charles also offers example options trades for his picks while Rick Ducat dives into the technical trends 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

Minutes before Monday's opening bell, Jay Woods talks about the market indicators he's keeping an eye on this week. He points to last week's Mag 7 earnings that showed the leaders continue to lead, with Amazon's (AMZN) OpenAI deal adding onto momentum. However, an expected "Santa Claus rally" can be hampered if the government shutdown seeps into the holiday season. Jay later explains why he's watching Palantir (PLTR), Uber Technologies (UBER), and Shopify (SHOP) on this week's earnings slate.======== 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

Likefolio's Landon Swan says Shopify (SHOP) is a core holding and the consumer sentiment data they have is “very strong.” He looks at web visits, which have popped 45%, and is outperforming all competitors Likefolio tracks. He discusses how Shopify has changed the game for merchants and consumers alike, and compares its platform to Amazon (AMZN) and Alphabet (GOOGL).======== 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

Likefolio's Andy Swan previews Etsy (ETSY) earnings and shares consumer sentiment data. He says it ranks highly on AI engine referrals, but its web visits are down, with rival Shopify (SHOP) “exploding to the upside.” While he thinks the company is “phenomenal,” he's concerned that it won't meet the growth expectations Wall Street has.======== 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

Mark Gibbens is targeting above 7K for the SPX by year end and 7.5K in 2026. His stock picks include Alibaba (BABA), believing that the U.S. and Chinese AI markets can “coexist.” He also likes CrowdStrike (CRWD) and Shopify (SHOP). However, he's hesitant around investing in small caps and cautious on crypto.======== 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

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world. Travis Hoium, Lou Whiteman and Rachel Warren discuss: - ChatGPT shopping launch - Winners in agentic shopping - Losers in agentic shopping - How big tech will adjust to the new world of commerce Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman and Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Likefolio's Landon Swan covers consumer sentiment for Block (XYZ). He looks at the 1-year chart and discusses its Square and CashApp businesses. “They're just not executing as well as their competition,” he says, despite their expansion into crypto. Shopify (SHOP) is dominating in payment, while PayPal (PYPL) is the winner in peer-to-peer. He argues that CashApp's demographic is younger and poorer than peers.======== 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

AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play “Cut Down Day” Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV) Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shopify (SHOP) shares soared after its latest earnings report. That move caught the eye of the Tech Corner team. George Tsilis examines the business segments behind Shopify's big move and how it compares to e-commerce peers.======== 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

Eric Clark discusses why he's still constructive on the market despite recent volatility. He's bullish on consumer stocks, particularly those with strong e-commerce exposure, citing names like Meta Platforms (META), Shopify (SHOP), and Ulta Beauty (ULTA). Clark likes companies with AI capabilities, such as Microsoft (MSFT), Alphabet (GOOGL), and ServiceNow (NOW), and believes they will continue to benefit from the AI deployment trend. He also sees opportunities in the housing market, specifically in home improvement companies like Lowe's (LOW) and Home Depot (HD), and in retailers like TJX Companies (TJX).======== 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

Hilary Kramer offers a wide array of stocks she believes will continue to outperform over the coming months. In the A.I. space, she labels Oklo Inc. (OKLO) as a key player in the nuclear buildout of A.I. infrastructure. Additionally, Hilary sees Palantir (PLTR) hitting $200 due to the demand for data across industries. On mid-caps, she considers Shopify (SHOP) a "mini-Amazon" (AMZN) and expects Reddit (RDDT) to accelerate its momentum due to how it integrates A.I. with its user base.======== 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 NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming? (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - The NFL and Disney - Rivian's lost EV credits - Shopify's great quarter - Upstart's explosive growth Companies discussed: Disney (DIS), Netflix (NFLX), Rivian (RIVN), Tesla (TSLA), Shopify (SHOP), Upstart (UPST) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shopify (SHOP) cashed in on the quarter and rallied more than 20% after its earnings, while Snap Inc. (SNAP) sold off 20% with its earnings sinking below expectations. McDonald's (MCD) rallied off its earnings that signaled a sales rebound for the brand. Uber Technologies (UBER) also posted strong earnings and booking guidance that drove investor sentiment higher. Sam Vadas takes investors through the biggest earnings movers of the morning.======== 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

Most stocks closed in the green following yesterday's weakness, though small caps took a hit on the session. The biggest story of the day came from Apple (AAPL), which rallied after it announced an additional $100 billion investment into U.S. factories. Supermicro (SMCI) slid close to 20% on earnings, while Shopify (SHOP) and Arista Networks (ANET) soared around 20% on their reports. Marley Kayden takes investors through a big day on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

Shawn O'Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you'll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠here⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify's origin story as a simple snowboard website in Canada. 14:47 - How Shopify's value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify's share split and ownership structure. 01:12:28 - Why Shopify's growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Business Breakdowns podcast on Shopify. Quartr's overview of Shopify. Clayton Christensen's The Innovator's Dilemma. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠Nintendo⁠⁠⁠⁠, ⁠⁠⁠⁠Airbnb⁠⁠⁠⁠, ⁠⁠⁠⁠AutoZone⁠⁠⁠⁠, ⁠⁠⁠⁠Alphabet⁠⁠⁠⁠, ⁠⁠⁠⁠Ulta⁠⁠⁠⁠, ⁠⁠⁠⁠John Deere⁠⁠⁠⁠, and ⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠here⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: CFI Education Airbnb Connect with Shawn: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Chris Versace joins Diane King Hall at the NYSE set to discuss earnings season. He adds the significance of tariff talks weighing on company guidance, saying "until we see more trade deals" that management teams will err on the conservative side. Chris looks at results from Shopify (SHOP) & Dutch Bros (BROS). For BROS, he said the reiterated guidance could be "the new beat and raise" in the current environment. On the macro side, he doesn't think the Fed is behind the curve and believes the June meeting will be more important as May economic data will reveal tariff impacts.======== 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

In this morning's biggest morning movers, Diane King Hall turns to Applovin (APP), rallying big after posting strong earnings and confirming the sale of its mobile gaming business. On Tapestry (TPR), Diane says the company's Coach brand is "leading the charge" as the business adjusts to a changing consumer. Shopify (SHOP) couldn't meet investor expectations with its earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

When it comes to Shopify (SHOP), LikeFolio's Landon Swan is very bullish on the fintech company. His firm's data shows web visits for the company grew 33% within a quarter, compared to Amazon (AMZN), which saw visits slip into the red. However, Landon warns tariffs remain a significant headwind for Shopify despite confidence in its long-term outlook.======== 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

Ben Watson breaks down the chart of Shopify (SHOP). In the short-term, he sees a range between $118-$128. On the longer term, he sees a trend higher with generally favorable reactions to earnings reports.======== 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

Jenny Horne details the latest earnings report from Shopify (SHOP). The company beat revenue expectations, and sees 1Q revenue growth in the mid-twenties percentage rate over last year's report. Shares have whipsawed back-and-forth after the release, but the analyst at Citigroup hiked its price target to $175 from $143.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Shopify (SHOP) shone as an earnings darling last year but chopped after its most recent report this morning. Monday.com (MNDY) continues its bull run as some analysts reverse bearish sentiment around the stock. On the beverage front, Coca-Cola (KO) managed a strong earnings beat with investors taking notice. Diane King Hall turns to this morning's developing stories.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Adam Lampe breaks down Shopify (SHOP) earnings, saying the “stock has a high valuation and tariffs are a concern.” He likes it long-term, but says investors need to have “high risk tolerance.” He also previews Reddit (RDDT) ahead of earnings, highlighting its user base that's “gone through the roof” and their partnership with Google.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Today's Big 3 focuses on companies growing their digital footprints. Jessica Inskip turns to Shopify (SHOP), Spotify (SPOT) and Walmart (WMT) to highlight their profit growth potentials in the quarters ahead. Rick Ducat takes a closer look at the technical trends.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

Shopify (SHOP) gained after reporting its latest earnings beat. Chris Wang attributes part of that beat to the company's growing reach in international shops. He believes developments in Shopify's A.I. tools will enhance future growth. Josh Ketter expects the company to beat again, noting its "conservative" forecasts that consistently beat expectations.======== 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 – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

The SPX has stayed in a consistent range for the past month, and Shane Skinner doesn't expect that to change until earnings season cools down. However, sudden ramps in volatility could change that. Shane later turns to Shopify (SHOP) to determine the breakthrough or breakdown potential surrounding its earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Shopify (SHOP) catches an upgrade to Buy at Benchmark. The fintech company will report 4Q earnings tomorrow, but Rick Ducat is charting the significant technical levels to watch ahead of its release. Then, Tom White swings by with a neutral to bullish options trade example that factors in the SHOP earnings report this week.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Shopify (SHOP) currently trades at 3-year highs, but Caroline Woods points to bulls that expect the company to push higher. She turns to the ways Shopify put itself in a "better position" against competitors, including Paypal (PYPL), which slipped during its recent earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about