Podcasts about tech earnings

In this episode of Market Bites, Sam and Josh discuss the current state of the economy, focusing on the Federal Reserve's interest rate decisions, the labour market, inflation, and the impact of tariffs. They analyse recent non-farm payroll data, the resilience of the tech sector, and the potential for future interest rate cuts. The conversation also touches on geopolitical risks and the upcoming changes in Fed leadership, highlighting the uncertainty in the market and the implications for investors.

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at 49:30, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA your way by visiting: ⁠http://Betterment.com/advisors⁠  Cancel your unwanted subscriptions today by visiting: ⁠https://rocketmoney.com/compound    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector's trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United 

Lee Kian Soon, CEO, Astral Asset Management discusses the key takeaways from the mixed bag of earnings from China's tech giants, and what they tell us about the state of the economy in view of April data showing Chinese retail sales came in below expectations, highlighting a continued lack of confidence among consumers. He also discusses Nvidia CEO Jensen Huang's criticism of how US chip restrictions are backfiring. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Follow the Prof G Markets feed: Apple Podcasts Spotify  Scott and Ed discuss why United Health's stock hit a five year low, Warner Bros. Discovery's latest move to rebrand Max, and Airbnb's foray into offering bookable services for travelers. They then break down earnings from Alibaba and Tencent, highlighting how the results signal the growing momentum of AI in China — and why they're feeling bullish on the country's tech sector. Finally, they dissect the GOP's proposed tax bill, explaining how it overwhelmingly favors the wealthiest Americans and threatens to accelerate wealth concentration across the country. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on InstagramFollow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Singapore shares dipped today as optimism surrounding cooling global trade tensions fizzled off. The Straits Times Index was down 0.18% at 3,884.83 points at about 12.17pm Singapore time, with a value turnover of S$500.29M in the broader market. In terms of counters to watch today, we have Singapore Airlines. The company posted a 65 per cent rise in net profit to S$2 billion for the second half of FY2025 ended March. This lifted the group’s full-year net profit to a record S$2.8 billion. Elsewhere, from Singapore’s key exports jumping 12.4 per cent on the year, to Walmart’s CEO warning of price increases caused by US President Donald Trump’s tariffs on imports – more economic and corporate headlines remained in focus. Also on deck – a breakdown of Chinese big tech earnings out this week. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

In this episode of The Enterprise Applications Podcast, hosts Melody Brue and Robert Kramer dive into the latest developments in enterprise technology. They discuss key takeaways from Google Cloud Next, insights from Microsoft's Work Trend Index, updates from Canva Create, and major announcements from Adobe MAX London. Plus, they break down big tech earnings from SAP, IBM, and ServiceNow.

This week's Digiday Podcast episode recaps the gloomy Q2 outlook in Meta's, Amazon's and Snap's latest quarterly earnings reports, the roll-out of ads to AI chatbots and how Roku's FrndlyTV acquisition could set it up to be a bigger streaming aggregator. Then Digiday senior media buying editor Michael Bürgi joins hosts Kimeko McCoy and Tim Peterson (19:27) to break down what are set to be the hot topics heading into this year's TV and streaming advertising upfront market.

Scott and Ed discuss the latest U.S. GDP report, new data on China's factory activity, and the launch of Amazon's new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the Trump administration's decision to resume forced collections on defaulted student loans, discussing the broader implications and potential solutions for addressing student debt. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI and earnings took center stage this week. Perplexity's building a browser, OpenAI wants to be your shopping assistant, and Big Tech dropped their Q1 numbers. We cover: Perplexity builds a browser – CEO Aravind Srinivas explains how Comet aims to work at the operating system level, enabling actions like scraping pages, taking actions on your behalf, and improving ad targeting with granular user data. Hardware partnerships fuel expansion – Perplexity will be pre-installed on new Motorola Razrs and is in talks with Samsung. This move mirrors Google's own bundling tactics… just as Google faces antitrust heat. OpenAI launches shoppable search – You can now shop directly within ChatGPT results, with comparisons, recommendations, and product discovery baked into the interface. Shopify integration is rumored, but no ads—for now. The web is changing – In this new model, websites aren't for browsing. They're for bots to scrape, analyze, and feed insights back to the user in one seamless chat interface. Apple earnings – $95.4B in revenue, beating expectations. Hardware ticked up slightly, but services brought in $26.65B, growing 11.65% YoY. Meta earnings – $42.3B revenue (+16%), driven by ads. Ad impressions rose 5%, pricing jumped 10%. Meta boosted AI capex projections to $64–$72B. Alphabet earnings – $90.2B in revenue (+12%), strong performance in search. YouTube ads slightly missed projections. Tariff pressures are hitting Google Shopping spend. Amazon earnings – $29.3B in ad revenue, right on target, but a gloomy Q2 forecast due to tariffs and consumer uncertainty dragged stock down 4%. Microsoft earnings – $70B revenue (+13%), thanks to resilient software and cloud services. Hardware may take a hit, but they're better positioned than most to handle turbulence. Learn more about your ad choices. Visit megaphone.fm/adchoices

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.  

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:18) Microsoft's Performance and Cloud Growth(15:14) Amazon's Earnings and Market Position(24:45) Apple's Challenges and Market Dynamics(33:11) Economic Indicators and Consumer Behavior(35:27) Fast Food Trends and Consumer Choices(37:22) The Impact of Ozempic on Food Spending(39:38) The Future of Starbucks and McDonald's(41:41) Sprouts Farmers Market: A Success Story(43:27) Spotify's Growth and Market Position(54:42) Airbnb vs. Booking Holdings: A Comparative Analysis(01:00:32) Mexican Airports and Travel Trends*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Welcome to episode 61 of Shack Together! We're joined by special guest Ozzie Mejia to discuss Microsoft's surprising Xbox price hikes and dive into this week's massive list of tech earnings reports. EA enacts significant shifts with Respawn Entertainment announcing layoffs and game cancellations, while impressive sales figures roll in for titles like Oblivion Remastered, Elden Ring, and more. Today's show features our "Warframe or Soreblame" segment, testing the crew's knowledge of the popular free-to-play game's extensive weapons arsenal, from the widely-used Tenet Envoy to the fan-favorite Opticor. Ozzie also shares insights from his interview with Towerborne's Game Director about the game's Xbox debut and future plans. In Story Time, we cover major industry developments including Fortnite's return to iOS, Apple's court ruling in the Epic Games case, and Nintendo's latest (and perhaps final) System Update preparing for Switch 2. The tech sector dominates our industry news with comprehensive earnings reports from Meta, Microsoft, Amazon, and Apple, revealing significant developments in gaming revenue, AI initiatives, and hardware sales. And that's all for today's show! Thanks as always for listening and enjoy!   Timestamps 00:01:09 Intro 00:10:44 It's Shack Together! 00:11:26 Ozzie's Games: Star Wars Outlaws 00:19:25 Joe's Game: Selling The Xbox 00:21:45 Asif's Games: Blue Prince, F-Zero 99 00:40:24 Warframe or Soreblame 00:49:29 Previews: Towerborne, Wartorn 00:53:54 Reviews: Shotgun Cop Man, Skin Deep 00:58:48 Gaming News: Oblivion Remastered Sales, Clair Obscur Sales, Elden Ring Sales, RE4 Sales, Xbox Price Hikes, Fortnite Mobile Returns, Nintendo Switch V20 01:24:11 Industry News: Respawn Layoffs, Tesla Seeks to Oust Musk, Meta Earnings, Microsoft Earnings, Amazon Earnings, Apple Earnings 01:48:48 Community Notes   Articles mentioned in this episode Towerborne Xbox Game Preview interview Xbox console & game price increase Respawn Entertainment layoffs & cancellations The Elder Scrolls 4: Oblivion 4 million players Elden Ring 30 million copies sold Fortnite mobile return to US iOS App Store Nintendo Switch Update 20.0.0 Microsoft Q3 FY25 Gaming revenue Meta Reality Labs Q1 2025 earnings Apple Q2 FY25 earnings results

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors breaks down the takeaways from the latest earnings from Apple, Amazon, Airbnb, and Reddit. Key issues include the projected impact of tariffs on their outlook, as well as how ad spending is holding up amid concerns over consumer spending sentiment.See omnystudio.com/listener for privacy information.

​ Live at 2pm PT, today's episode of "Big Tech Earnings" breaks down the market-shaking numbers from two of the Magnificent 7: Apple and Amazon. We'll dive into their latest earnings reports, outlooks for the next quarter, and what it all means for tech investors and the broader markets. We'll also cover a wave of important economic data, including unemployment claims, ISM manufacturing data, and construction spending—all key pieces in the puzzle for the Fed, investors, and market momentum.

Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in.Maxim's Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, and Patrick Moorhead—reacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter.Angelo Zino looks ahead to what's next for Apple.

Charles Schwab's Nathan Peterson says the two main drivers behind the multi-day rally is trade deal optimism, and Big Tech earnings coming in better than expected. Nathan urges investors to keep an eye on tariff headlines. He says markets are growing complacent with recent trading action even though tariffs haven't manifested in corporate earnings or hard data yet.======== 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

Stocks surge as strong earnings from Microsoft and Meta re-ignite the AI trade. As artificial intelligence floods the internet with fakes, a new iris-scanning Orb aims to restore trust by verifying users as real humans - not bots. Meanwhile, Visa unveils AI-ready credit cards and a platform for automated shopping and payments.

Today's negative GDP print casting a shadow over President Trump's first 100 days. We have the headlines from his cabinet meeting. Plus, the busiest week of earnings season rolls on with Microsoft and Meta on deck to report after the bell today. And XPO's CEO joins us to weigh in on the tariff turmoil and its impact on the transport sector.

Live at 2pm PT, today's episode of "The Market's Mixed Data" breaks down the powerful combination of economic reports and major earnings that sent mixed signals across Wall Street. We'll unpack the Core PCE Price Index and Advanced GDP numbers—two of the Fed's favorite indicators—and how they're shaping expectations around interest rates and inflation. Then we'll shift to big earnings from Microsoft and Meta, and what their results mean for the tech sector and broader market momentum.

A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush's Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe's Tony Wang for broader tech insight and the policy implications of Trump's first 100 days. Mizuho's Dan Dolev gives his take on Robinhood, while DA Davidson's Gil Luria looks ahead to Apple reporting tomorrow. 

In today's episode, Kip breaks down the remarkable market recovery today and dives into a new theme we're experiencing, which he calls “the wild west of free market capitalism.” He shares his perspective on the current state of market patterns, insider maneuvers, and how savvy investors can spot the tells that institutions and administrations leave behind. Tune into today's podcast to learn more.

Josh covers the S&P500's best run since March 2022, Trump taking aim back at Powell, big data points for the day ahead, a look back at Tuesday's key earnings and what to watch from Meta's earnings ahead today.

Stocks recovered from early losses to kick off a huge week packed with earnings from Big Tech and crucial inflation data. Let's dive into how the stock market moved yesterday and what's coming up!Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> 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.

Kyle Rodda, Senior Financial Market Analyst at capital.com, discusses what investors should look out for this week. As Washington works on trade deals, markets are enjoying a reprieve and could get a further boost with the next wave of earnings that include numbers from Meta, Amazon, Apple and etc. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the April jobs report and big tech earnings. In the UK – a look ahead to local elections. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the April jobs report and big tech earnings. In the UK – a look ahead to local elections. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?

Barbara Doran of BD8 Capital and Schwab's Kevin Gordon join to break down the late-day slide in tech stocks, along with earnings from Autodesk, Duolingo, NetApp, Dell, HP, and Archer Aviation. Market insight from Neuberger Berman's Joseph Amato, and Synopsys CEO Sassine Ghazi talks AI demand. Later, hear from Snowflake & C3.ai CEOs, and Julia Boorstin sits down with Paris Hilton.

January Producer Price Index data this morning is a key piece of the puzzle after yields spiked yesterday following a hot CPI report. Several tech firms report after the close.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0128-0225)

Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longreads suggestions. And listen to the end of the show cause I'm running an experiment.Sponsors:IQBar. Text TECHMEME to 64000Links:U.K. orders Apple to let it spy on users' encrypted accounts (Washington Post)Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity' in AI (CNBC)Tech Giants Double Down on Their Massive AI Spending (WSJ)Apple's Long-Awaited Overhaul of iPhone SE Nears Release (Bloomberg)Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say (CNBC)Weekend Longreads Suggestions:How is Fortnite's Attempt to Become the YouTube of Gaming Going? (Posting Nexus)The Sims Turned Players Into Gods. And Farmers. And Vampires. And Landlords. (NYTimes)Signup to the Premium Feed at tech.supercast.techSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets, breaks down the impact of President Trump's tariff policies, and discusses the latest in Tech earnings. https://www.ice.com/insights/conversations/inside-the-ice-house

Despite the big weekly volatility, the Nasdaq is closing out with gains. Can next week's tech earnings keep the rally going? Plus, Palantir CEO Alex Karp shares his views on the new administration, AI developments, the future of the company and much more in an extended interview. And, the DOJ sues to block HPE's acquisition of Juniper. The CEO joins us in a first on CNBC interview to defend the deal. 

Endlich wieder Tech Earnings!!! Wir sprechen über die Zahlen von ASML, Microsoft, Apple, Tesla und Meta. Davor erkunden wir, wie NVIDIA Chips nach China kommen. Danach gibts noch ein paar News. Entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) NVIDIA Exporte (00:17:15) Mistral (00:19:00) OpenAI (00:24:35) ASML (00:30:10) Microsoft (00:32:20) Apple (00:33:30) Tesla (00:39:00) Thrasio (00:40:30) Meta (00:47:10) Schulden von X (01:00:00) SBF (01:03:05) SpaceX (01:04:20) Norwegen Shownotes NVIDIA hat im letzten Quartal Chips im Wert von 7,7 Milliarden Dollar nach Singapur exportiert LinkedIn Das geheime Netzwerk, das Nvidia-Chips nach China schmuggelt WSJ Nvidias KI-Chip-Schmuggel nach China wird zu einer Industrie The Information OpenAI in Gesprächen über eine riesige Investitionsrunde, die das Unternehmen mit bis zu 300 Milliarden Dollar bewertet WSJ Die Eltern von Sam Bankman-Fried erwägen eine Begnadigung ihres Sohnes durch Trump Bloomberg Russischer Oligarch hielt Anteile an Musks SpaceX über einen Trust, während er sanktioniert wurde Bloomberg Norwegens Vermögensfonds meldet Rekordgewinne. Er ist jetzt 319.900 Dollar pro Bürger wert. Sherwood

Carl Quintanilla, Sara Eisen and David Faber began the show with Eamon Javers, who joined from Reagan Washington National Airport with the latest updates from the tragic on-air collision involving a passenger jet and an Army helicopter. The anchors then shifted to the latest big tech results from Microsoft, Meta, and Tesla with Apple set to report after the bell. Also in the mix; the desk monitored RFK Jr.'s 2nd day of Seante confirmation hearings to become the country's next HHS Secretary.Squawk on the Street Disclaimer

MRKT Matrix - Thursday, January 30th Stocks waver in volatile session as traders digest deluge of earnings reports (CNBC) Meta Gains After Zuckerberg Predicts ‘Really Big Year' in AI (Bloomberg) Microsoft Has Kind Words for DeepSeek AI, Offers It to Customers (Bloomberg) Microsoft and Meta AI Splurge Still Not Enough for Nvidia (WSJ) OpenAI in Talks for Huge Investment Round Valuing It Up to $340 Billion (WSJ) Amazon Raises Its Ad Spending on Elon Musk's X, in Major Reversal (WSJ) UPS Shares Plunge on Plan to Slash Amazon Business By Half (Bloomberg) Trump Keeps World Waiting on Tariffs, Tries to Hash Out a Plan (Bloomberg) Here's What Stands in the Way of Trump's ‘Big, Beautiful' Tax and Border Bill (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

30 Jan 2025. We get reaction to those tech earnings with stock broker Jessica Amir and reaction to that Fed decision with economist Ed Bell. Plus, is the Dubai villa market finally cooling? We've got first peak at some interesting new numbers from Valustrat Director and Head of Real Estate Research, Haider Tuaima.See omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami delve into the Fed's imminent decision on interest rates, predicting no change in the Fed funds rate and highlighting the significance of commentary during the presser. They discuss market reactions to past Fed meetings, GDP revisions, and expectations for current market volatility. A key segment is dedicated to analyzing major tech earnings, including Microsoft, Tesla, and Meta, with a particular focus on Microsoft's investment in OpenAI and its implications. The hosts also touch on crucial market players like Taiwan Semiconductor and Nvidia, examining their recent stock movements and broader market impact. As the discussion shifts, attention is given to Apple's expected report and its strategic positioning amid economic and geopolitical challenges. The episode concludes with remarks on the broader implications of Fed policies, White House pressures, and anticipations for market trends into 2025. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies. Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo's Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George. 

Chuck Zodda and Marc Fandetti discuss the White House offering buyouts to federal workers to reduce headcount. Big Tech's earnings now in the spotlight after the DeepSeek news. Microsoft is seeking answers if DeepSeek improperly used OpenAI data. When will Americans realize there are cheaper car options? Eggs prices aren't coming down. It's not Trump's fault.

On today's podcast: 1) Trump Offers Buyouts to Workers Balking at Return to Office 2) Investors Await Mag 7 Earnings & Fed 3) Microsoft Probing If DeepSeek-Linked Group Obtained OpenAI DataSee omnystudio.com/listener for privacy information.

DeepSeek created questions around the A.I. trade, and Si Katara noted volatility followed close behind. However, Si believes investors can use heightened volatility as a tool. He talks about the methods he uses and how it can be applied ahead of key events this week like the FOMC meeting and Big Tech earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Overview: Tune into this week's episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and the Federal Reserve two-day FOMC interest rate decision meeting.  Show Notes:

Earnings for the final week of January will be packed with Big Tech, and there's a lot to keep track of before those reports drop. Jenny Horne notes investor interest for Tesla's (TSLA) autonomous and deliveries progress, as well as A.I. spending for Microsoft (MSFT) and Meta Platforms (META). Rick Ducat dives into the technical trends for the Mag 7 stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Charles Schwab's Joe Mazzola says high beta stocks have been getting "clobbered," noting today's selling action seen in quantum names. He points to tech earnings as critical crossroads if the Fed curbs its rate cut cycle. Michelle Gibley turns to the international market, where sentiment is falling overall, and some investors seek more yields to hedge debt. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

As gold prices fluctuate, it's crucial for investors to be aware of the typical pitfalls in gold investing. Today's Stocks & Topics: CINF - Cincinnati Financial Corp., CVE - Cenovus Energy Inc., Market Wrap, NXPI - NXP Semiconductors N.V., CELH - Celsius Holdings Inc., Common Gold Investing Mistakes to Avoid This November, BUD - Anheuser-Busch InBev S.A. ADR, MNKD - MannKind Corp., Credit Card Networks, Starting a Roth I-R-A, Tech Earnings.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Kara and Scott discuss the rise and fall of Trump Media stock, and whether or not it's an accurate predictor for the election. Plus, Biden's "garbage" comments create a headache for Democrats, Trump vows to protect women whether they "like it or not," and is it too late for Harris to go on Joe Rogan's podcast? Then, what the latest earnings from Alphabet, Meta, and Microsoft reveal about the AI arms race. Our Friend of Pivot is "Face the Nation" moderator Margaret Brennan. Margaret shares what she'll be watching for on Election Day, and why she finds the current information environment so concerning. Follow Margaret at @margbrennan Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices