Podcasts about tech earnings

Plus: Nvidia shares jumped, snapping a recent losing streak. And Dick's Sporting Goods stock has its worst day on record after cutting parts of its outlook. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', while awaiting not only Nvidia's and Marvell Technology's results and US PCE data tomorrow, but also a highly anticipated speech by Kevin Warsh at Jackson Hole this Friday. Damien Ng, Next Generation Research, joins the podcast today to provide his take on the good news last week from the Moderna/Merck cancer trials. Tune in to the podcast to find out why he believes that innovation-driven healthcare remains one of the most compelling long-term investment opportunities.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:41) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (07:07) - How personalised vaccines could transform cancer treatment: Damien Ng, Next Generation Research (12:23) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Plus: the AI boom boosted Cisco's quarterly profits. And Lenovo is on track to hit its annual revenue goal ahead of schedule. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Die Wall Street startet freundlich in den Handel, nachdem der US-Arbeitsmarkt im Juli überraschend schwach ausgefallen ist. 23.000 Stellen gingen verloren, während die Wall Street mit 83.000 neuen Jobs gerechnet hatte. Gleichzeitig wurden die Beschäftigungszahlen für Mai und Juni um 103.000 Stellen nach unten revidiert, und die durchschnittlichen Stundenlöhne stiegen im Juli schwächer als erwartet. Für Aktien ist die schlechte Nachricht zunächst eine gute Nachricht, denn damit ist das Risiko einer Zinsanhebung der Fed im September gesunken, was den Tech-Sektor entlastet. Bereits vor den Daten sorgte eine überwiegend starke Zahlenflut für Rückenwind: Atlassian schlägt die Erwartungen bei Gewinn und Umsatz deutlich, die RPOs steigen um 44 Prozent auf 4,8 Milliarden US Dollar und Bank of America stuft die Aktie auf Buy hoch, da Atlassian zunehmend als KI-Profiteur statt KI-Opfer gesehen wird. Cloudflare meldet 36 Prozent Umsatzwachstum und hebt den Jahresausblick an, Goldman Sachs erhöht das Kursziel auf 389 US-Dollar, während Twilio mit 22 Prozent Umsatzwachstum und einer Prognoseanhebung überzeugt und Microchip Technology ebenfalls Zahlen und Ausblick über den Erwartungen liefert. Das komplette Gegenbeispiel ist The Trade Desk: Umsatz und EBITDA enttäuschen deutlich, der Ausblick für das dritte Quartal liegt dramatisch unter den Erwartungen, BMO stuft die Aktie ab und Citi geht sogar auf Sell mit einem Kursziel von nur noch 11 US-Dollar. Auch außerhalb von Tech überzeugen Airbnb, Monster Beverage und Republic Services, während Sweetgreen die Prognose senkt und Under Armour wegen schwacher Umsätze und eines reduzierten Jahresausblicks unter Druck steht. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Plus: Redwire taps SpaceX's Starfall ship for pharma mission. And Datadog warns of lower usage by major AI customer. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.  AGENDA: 04:50 Airtable Sold to Bending Spoons for $1.285B  17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book 22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates 33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices 38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI 42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation 52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush 1:04:30 Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet 1:10:55 Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead  

In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankruptcy protection and what went wrong for the meal-kit business. We then look at Alimentation Couche-Tard’s proposed acquisition of Poland’s Zabka Group, a deal that would be the largest in Couche-Tard’s history and significantly expand its presence in Europe. From there, we discuss Telus cutting its dividend by 55%, why the new CEO appears to be resetting expectations, and what the guidance cut says about the pressure facing Canadian telecoms. We also cover SpaceX’s first public earnings report, Amazon’s strong quarter and rising AI capex, Imperial Oil’s cash flow surge, Canada Goose’s continued struggles, and 5N Plus after its latest earnings release. Tickers discussed: FOOD.TO, ATD.TO, T.TO, SHOP.TO, AMZN, IMO.TO, CNQ.TO, SU.TO, CVE.TO, GOOS.TO, VNP.TO 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.

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

Plus: a U.K. government-backed research institute finds AI models went rogue during routine tests. And new White House AI guidelines exempt U.S. open models from government review. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate their next move after a big week of mega-cap tech earnings.  Plus, Joe Terranova shares the latest JOET ETF Rebalance, inside all his moves.  And later, we discuss what the SpaceX lockup expirations means for the stock and how you should trade it.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is still trying to sort out what Big Tech earnings really say about artificial intelligence, valuations, and whether investors are paying too much for future growth.Chuck Zodda and Mike Armstrong break down why major tech stocks are swinging sharply after earnings, what the reactions to Meta, Amazon, Apple, and Microsoft reveal about AI spending, and why volatility in some of the world's largest companies points to a less healthy market backdrop. They also discuss the latest pause in U.S. strikes on Iran, why oil remains difficult to trade as inventories shrink, and how energy shortages could become a bigger problem if the conflict continues. Plus, they look at Kevin Warsh's push to reduce the number of Fed meetings, the debate over whether the Fed should listen more to “normal people,” and why the U.S. stepped in to support Japan's yen.

We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reaction to New York State suing the prediction market company today. 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.

Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI. Martin also shares her take on the latest results from Meta Platforms (META) and Apple (AAPL).======== 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

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) and Amazon (AMZN).======== 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

Strong earnings from Microsoft and resilient consumer spending are helping stabilize markets, even as investors reassess Big Tech, free cash flow and AI investment. Plus, cloud growth, AI infrastructure, and sector rotation continue creating opportunities across technology and the broader market. Later, Fed uncertainty, persistent inflation, higher bond yields and geopolitical risks keep investors focused on interest rates and the outlook for equities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Business and finance news from the Asia-Pacific.Microsoft Corp. climbed almost 9% in extended trading after reporting its fastest cloud-computing growth in four years. Samsung Electronics Co. rose over 1% after chip profit soared over 250-fold. Meta Platforms Inc., however, fell over 7% in post-market trading following a disappointing revenue forecast for the current year. For more analysis, we spoke to MS Hwang, Research Director at Counterpoint Research.Plus - Federal Reserve Chairman Kevin Warsh has said the decision to leave interest rates unchanged wasn't a sign of inertia at the central bank, which is committed to tackling inflation. Brown University Professor of International Economics Sebnem Kalemli-Ozcan breaks down how markets are interpreting the signals. She spoke to Bloomberg TV host Haidi Stroud-Watts. See omnystudio.com/listener for privacy information.

Stocks are rallying across the board as mega-cap tech stocks help drive the gains in the market. Brian Sullivan and Kelly Evans are joined on-set by Michael Landsberg (Landsberg Bennett Private Wealth CIO) and Jay Peters (NewEdge Wealth Portfolio Manager) to discuss their market views and how investors should be trading the recent volatility. Yardeni Research President, Ed Yardeni, also joins the anchors in-studio to debate how Fed Chairman Warsh is handling his new position with CNBC's Rick Santelli. Meanwhile, Entergy CEO, Drew Marsh, sits down for an exclusive interview to break down his company's power pledge and the recent nationwide surge in data center demand that we've been seeing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ukraine is shifting its long-range drone campaign to focus on critical Russian infrastructure, and Big Tech companies are facing an AI dilemma as they report quarterly earnings. Plus, Google DeepMind is leaving behind its Nobel-winning AlphaFold project for new ventures, and PwC published “thought leadership” reports containing AI-generated hallucinations.Mentioned in this podcast:Ukraine adapts strikes on Russian energy industry to hit critical componentsChip stocks tumble as AI sell-off deepensGoogle DeepMind dismantles Nobel-winning AlphaFold team in strategy shiftPwC published ‘thought leadership' reports marred by AI hallucinations Listen to Unhedged on Apple Podcasts, Pocket Casts or Spotify.Save 10% on tickets to the FT Weekend Festival with the code FTPodcast. Visit ft.com/festival to find out more.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Scott Wapner and the Investment Committee discuss the state of the markets ahead of the Fed decision as well as Meta and Microsoft earnings on deck. Kevin Simpson details his latest portfolio moves. Michael Santoli joins with his Midday Word. Calls of the Day include Disney, Coca-Cola, and Cisco Systems. Oliver Renick covers Options Action from Cboe Global Markets.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29 Jul 2026. We continue the earnings conversation following SK Hynix's results and ahead of updates from the hyperscalers. Monte Safieddine of Capital.com explains what has been moving the tech sector and what could drive markets in the coming sessions. Also, Dan Richards of Emirates NBD looks ahead to the Federal Reserve’s interest-rate decision, the factors policymakers are weighing and why the decision has become so politically charged. We also looked at Aster Clinics’ AED 100 million plan to expand its UAE primary-care network to more than 100 facilities by 2030. Plus, Lara Ewing, Head of Dubai Opera, discusses the recovery of the live-events industry as more international performances are lined up in Dubai. And with some UAE residents reconsidering European holidays due to visa delays, Jatin Sharda of Tunz Travel explains how early travellers should apply and what to do if a visa does not arrive before a booked flight.See omnystudio.com/listener for privacy information.

Crude futures are firmer after gapping higher overnight on escalating geopolitics, with Iran striking a US base in Jordan and subsequent US-Saudi strikes on Iranian-backed militia.European Bourses began the session on a softer footing but remain relatively resilient to the firmer oil prices and prior APAC weakness, with earnings also providing somewhat of a cushion/impetus in the absence of macro updates.US equity futures are modestly firmer (ES +0.2%, NQ +0.2%), supported by the KOSPI rebound, with focus firmly on the Fed decision.DXY is relatively uneventful, USTs are modestly softer, and precious metals are firmer but to varying degrees ahead of the FOMC. Looking ahead, highlights include the Fed Policy Announcement (Jul), BoC Minutes (Jul). Speakers include Fed Chair Warsh & RBA's Hunter. Earnings from SoFi, Microsoft, Meta, Arm, Qualcomm.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sectors to fresh record highs. Even blockbuster results from AI memory leader SK Hynix failed to ease concerns, extending the sell-off in semiconductor stocks ahead of a crucial week for Big Tech earnings. With the Federal Reserve set to announce its latest interest rate decision today, markets are bracing for the next major catalyst. Dario Messi, Head of Fixed Income Research, shares his expectations for the Fed's decision and what it could mean for investors. We also speak with Mathieu Racheter, Head of Equity Strategy Research, for the latest insights into the Q2 earnings season.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (07:20) - Fed preview: Dario Messi, Head of Fixed Income (11:07) - Q2 earnings season: Mathieu Racheter, Head of Equity Strategy (16:04) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

It's one of the busiest weeks of the year for markets. Michelle Martin speaks with Simon Ree, founder of Tao of Trading, about how investors should navigate a pivotal Federal Reserve meeting, a flood of earnings from Microsoft, Meta, Apple and Amazon, and the risks of trading around major market events. They discuss why uncertainty calls for disciplined risk management, the common earnings trap that catches retail investors, and why many portfolios may be less diversified than they appear. Simon also lets us into his stock playbook.See omnystudio.com/listener for privacy information.

Markets are navigating a complex web of Big Tech earnings, an upcoming Federal Reserve rate decision, and mounting geopolitical tensions. Lou Basenese, FOX Business Contributor and Executive Vice President for Market Strategy at Prairie Operating Company, joins FBN's Jackie DeAngelis to break down why the Central Bank is likely to hold interest rates steady, how a temporary pause in U.S.-Iran strikes is impacting oil prices, and why a surprisingly strong earnings season is providing underlying strength to Wall Street. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion backstop for OpenAI as part of a data center project, Morgan Stanley analyst Adam Jonas' note on SpaceX amid the stock's weakness, an update on Paramount's decision to delay its proposed acquisition of Warner Bros. Discovery, the anchors react to the stock that soared 466% in its Chinese market debut.   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.

Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project.   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.

Markets are balancing strong corporate earnings against geopolitical tensions, higher oil prices, and rising Treasury yields. Plus, AI investment, cloud demand and semiconductor spending continue supporting the long-term technology story as investors watch another critical week of Big Tech earnings. Later, Fed policy, inflation expectations and volatility around global events could determine whether markets resume their rally or remain stuck in a trading range. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are navigating a complex web of Big Tech earnings, an upcoming Federal Reserve rate decision, and mounting geopolitical tensions. Lou Basenese, FOX Business Contributor and Executive Vice President for Market Strategy at Prairie Operating Company, joins FBN's Jackie DeAngelis to break down why the Central Bank is likely to hold interest rates steady, how a temporary pause in U.S.-Iran strikes is impacting oil prices, and why a surprisingly strong earnings season is providing underlying strength to Wall Street. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets are navigating a complex web of Big Tech earnings, an upcoming Federal Reserve rate decision, and mounting geopolitical tensions. Lou Basenese, FOX Business Contributor and Executive Vice President for Market Strategy at Prairie Operating Company, joins FBN's Jackie DeAngelis to break down why the Central Bank is likely to hold interest rates steady, how a temporary pause in U.S.-Iran strikes is impacting oil prices, and why a surprisingly strong earnings season is providing underlying strength to Wall Street. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The major averages are moving between gains and losses as chip stocks tumble – negating an earlier rally sparked by a decline in global oil prices. Kelly Evans and Brian Sullivan sit down with Fundstrat Global Advisors' Tom Lee to discuss the state of the markets and crypto as we head into the busiest week of earnings season. The anchors are also joined in-person by Mizuho's David Bellinger to break down why he's naming Walmart a top pick and Piper Sandler's Alexander Potter for a check on the U.S. automaker landscape. Later, Digital Realty CEO, Andrew Power, joins the show on-set for a CNBC exclusive interview about his company's recent stock rally and the ongoing global demand surge for artificial intelligence data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: new Google research says AI is assisting workers, not replacing them. And shares in STMicroelectronics fall on new revenue forecast. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: The 10-year Treasury yield is at its highest level in more than a year. And Tesla shares dropped nearly 15% after reporting negative free cash flow of more than $1 billion in the second quarter. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The Iran-backed Houthis claimed their first attack on commercial ships in recent months, targeting two Saudi Arabian oil tankers in the Red Sea with missiles and drones. The Saudi government confirmed an attack on one refined-products tanker, called the Encelia, and the British navy said a tanker was struck by a projectile near the Saudi town of Al Shuqaiq. The move could effectively close another maritime chokepoint vital to energy markets, following Iran’s shutdown of the Strait of Hormuz, and oil prices are rising and Brent crude jumping. 2) Alphabet raised its capital spending forecast to a range of $195 billion to $205 billion this year, up from a previous forecast of $190 billion. The company's quarterly cash flow was negative for the first time since going public, with negative free cash flow of $5.9 billion in the period, and its cloud revenue totaled $24.77 billion, up 82% from a year earlier. Alphabet's cloud backlog grew to $514 billion, with over half expected to convert to revenue within 24 months, and the company's net income was $9.11 a share, well above Wall Street's forecasts. 3) Tesla's profit tumbled despite a strong quarter for its automotive business, pressuring Elon Musk's plan to refocus the electric-vehicle maker on artificial intelligence and robots. Spending on ambitious initiatives surged to $5.8 billion in the second quarter, resulting in Tesla's first cash burn in two years, and the company still expects capital expenditures in excess of $25 billion this year. Tesla's shares were down about 5% in pre-market trading in New York on Thursday, after the company reported adjusted earnings that fell short of analyst estimates and negative free cash flow of $1.09 billion.Eric MolloSee omnystudio.com/listener for privacy information.

Business and finance news from the Asia-Pacific. Alphabet Inc. again raised already sky-high estimates for capital spending in 2026, telling investors that expenses may top $200 billion as it races to build the computing power necessary to fuel its artificial intelligence ambitions. The Google parent projected capital expenditures of $195 billion to $205 billion in 2026, up from a previous estimate of as much as $190 billion, above the roughly $186 billion that analysts had estimated. The higher guidance reflects the company's efforts to accelerate its expansion of AI computing capacity and book more revenue from cloud-computing clients. Tesla Inc.'s profit tumbled despite a strong quarter for its automotive business, pressuring Elon Musk's plan to refocus the electric vehicle maker on artificial intelligence and robots. Spending on the ambitious initiatives surged to $5.8 billion in the second quarter, resulting in Tesla's first cash burn in two years. The company still expects capital expenditures in excess of $25 billion this year, and executives are now predicting even larger outlays going forward."This is a massive capex year," Musk said late Wednesday on a conference call to discuss quarterly results. "We should be spending on capex as fast as we can — spend as fast as we can without it being too wasteful." We speak to Shay Boloor, Chief Market Strategist. Plus - Asian shares advanced as regional chipmakers gained on expectations they will benefit from billions of dollars flowing into the artificial intelligence buildout. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments. See omnystudio.com/listener for privacy information.

In today's BizNews Daybreak, we cover overnight tech earnings with mixed results from Alphabet, Tesla, IBM, and Texas Instruments. Economist Dr. Iraj Abedian weighs in on the global fallout of the Middle East conflict, while SA engineer Peli Collins discusses his new space startup, Beyond Reach Labs. Meanwhile, OpenAI admits its AI model inadvertently hacked Hugging Face, raising serious cyber concerns, and Helen Zille addresses the Joburg mayoral race, giving her take on Herman Mashaba.

We're watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the second half. Plus, what's next for the crypto market, and a former WNBA player on the $3 billion women's sports market.  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.

Plus: Oil prices approach $100 a barrel as tensions continue to escalate between the U.S. and Iran. And Tesla shares fall after hours following earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored the earnings parade, including what to expect from Alphabet and Tesla results due out after Wednesday's close of trading. Brent briefly topped $95 for the first time in about six weeks, as crude oil jumped again on the U.S.-Iran conflict. U.S. Secretary of State Marco rubio told reporters Iran is "not serious about talks." CNBC rang the opening bell at the New York Stock Exchange, celebrating the extension of its more than 30-year partnership with the NYSE. Also in focus: GE Vernova slides despite a quarterly beat; A&T gets a lift on earnings;  Super Micro's super surge, OpenAI and the "unprecedented cyber incident," AMD to invest up to $5 billion in Anthropic as part of their strategic partnership.   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.

Wall Street rebounded as semiconductor stocks extended their rally and investors prepared for a crucial round of Big Tech earnings. Trade tensions with Canada and developments in the Middle East remained important themes for markets.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

The markets are little changed on Wednesday, pressured by a rise in oil prices, as investors look ahead to another busy day of corporate earnings. Kelly Evans and Brian Sullivan are joined on-set by Chris Verrone (Baird Strategas Chief Market Strategist) and Kevin Gordon (Schwab Head of Macro Research) to discuss the key factors impacting the markets in the leadup to Alphabet's Q2 earnings report after the bell. Former FERC Chairman, Neil Chatterjee, helps break down the impact of the landmark nuclear agreement with Saudi Arabia and which stocks are most likely to benefit.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jimmy Chang, CIO at Rockefeller Global Family Office, explains why the AI capex boom continues to support the market but argues investors should wait for more earnings commentary before adding to semiconductor positions. Plus, pressure in enterprise software after a Salesforce downgrade and the spike in Oracle's credit default swaps. Our Angelica Peebles reports on Novo Nordisk's lawsuit against Eli Lilly over Zepbound advertising and what the legal battle could mean for the obesity drug market. Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, discusses the firm's new IQQ ETF and how investors are gaining exposure to the Nasdaq 100. EQT CEO Toby Rice explains the outlook for natural gas and energy demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Guests: Gabriel Wisdom, Patrick Gleason and Kevin KlowdenSee omnystudio.com/listener for privacy information.

Dan Niles of Niles Investment Management assesses the state of the AI trade and explains what could keep the sector moving higher—or derail its momentum. Our Contessa Brewer compares prediction markets with traditional sportsbooks before Ian Moore of Bernstein discusses what happens to sports betting companies after the tournament ends. Wall Street Journal Special Writer Greg Zuckerman explains why a surge in large stock sales and capital raising could become the next challenge for the bull market and whether investors should view the trend as a warning sign. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks fell on Thursday as the sell-off in semiconductors has the major averages on pace for a losing week on Wall Street. Brian Sullivan & Kelly Evans are joined by Morgan Stanley Senior Internet Analyst, Brian Nowak, to preview some of the key tech earnings reports expected out over the next week and to give his take on which companies are leading in hyperscaler capex spending. Later in the program, S&P Global Vice Chairman, Dan Yergin, and RBC Capital Markets Head of Commodities, Helima Croft, discuss the state of the global energy markets with the anchors amid rising tensions in the Middle East. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Broadcom (AVGO) threw a wrench into the AI trade with weaker-than-expected earnings report. Jenny Horne considers the report a reality check for the sector despite Broadcom saying it expects semiconductor revenue to triple. She touches on other negative earnings reaction in CrowdStrike (CRWD) even though it posted a beat and raise. Jenny explains how management caution hit Five Below (FIVE) despite what she calls a "blowout quarter." ======== 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

Scott Wapner and the Investment Committee debate whether it's too late to buy the tech high-fliers. Plus, Robinhood will let AI agents trade on their platform, the desk debates what it means for their users and the market.  And later, Josh Brown spotlights Transports and makes some moves in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A powerhouse earnings palooza… with Alphabet, Microsoft, Meta, Amazon all reporting results. The details from the Mag7 reports, plus the numbers from Qualcomm, Ford, and Chipotle's quarters. And if all the earnings weren't enough, a Fed decision as well. What we heard from the central bank today in what could be Chair Powell's last presser, and what to expect from his successor after clearing a key Senate hurdle on the path to a final vote. 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.

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about WisdomTree, visit https://www.wisdomtree.com/geopolitical-opportunities Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: ⁠⁠⁠⁠⁠Past performance is no guarantee of future results.  Investing involves risk, including the possible loss of principal and fluctuation of value.  Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices