Podcasts about tech stocks

A shift in mindset can help investors cope with market uncertainty.2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar's 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.We're going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services' senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king's outlook, competition, and stock.AI Arms Race: How Tech's Capital Surge Will Reshape the Investment Landscape in 2026 On this episode:00:36:00 Welcome00:01:48 We typically talk about your Markets Brief column, but today we're focusing on “Morningstar's 2026 Global Investment Outlook.” The theme is “preparing for what comes next.” What will investors looking for ways to cope with uncertainty find in this in-depth report? 00:02:35 What makes Morningstar's outlook different from other companies? 00:03:21You've written about how a few ideas from the global investment report resonated with you. What are they, and why? 00:05:01 As we wrap up our conversation, what's a lesson from 2025 that you want investors to take into 2026?00:07:13 Big Tech companies are spending hundreds of billions of dollars on the global construction boom. Where'sthe money going, and how does this spending compare to other sectors like energy? 00:08:20 This massive buildout comes with execution and cost risks. What's at stake if hyperscalers underestimate these challenges? 00:09:54 How is AI affecting sector valuations? How does it compare to the tech bubble in the late 1990s? 00:12:18 Morningstar believes many investors are already heavily exposed to AI due to Big Tech's size in broad stock indexes. How can folks counteract that? 00:14:31Let's pivot to the AI industry leader, Nvidia. The chipmaker's stock took a big hit when DeepSeek arrived in January. Nvidia became the world's first $5 trillion company in October. What are your thoughts about the year Nvidia is having? 00:17:20 Rival chipmaker Moore Threads recently made its market debut in China. What would it mean for Nvidia if China comes out with more advanced chips? 00:20:12 Interest is growing in Alphabet's AI chips. Can Nvidia fend off competition from one of its customers?00:23:30 What is your outlook for Nvidia and other chipmaker stocks? And which do you think is undervalued? 00:26:18What's the takeaway for investors regarding Nvidia and the AI arms race?  Watch more from Morningstar:Here's What Your Retirement Spending Rate Should Be in 2026How ETFs Help You Cut Your Tax BillTax-Loss Harvesting Isn't Just for Downturns. Here's Why Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Mike Zlotnik, CEO of TF Management Group, LLC. They discuss investment strategies in real estate, focusing on the importance of connecting capital with opportunities. Mike shares insights on passive investing, the significance of building a solid foundation for new investors, and the value of networking in the real estate industry. He also provides perspectives on current market trends and the long-term benefits of real estate as an investment.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 

In this episode, Scott Becker highlights Dan Ives list of 10 standout technology stocks.

In this episode, Scott Becker highlights Dan Ives list of 10 standout technology stocks.

In tonight's Australian Stock Market Show, Fil, Janine and Pedro discuss whether it's time to buy with 8 ASX techs that just hit rock bottom.

Markets are now pricing in an almost 85% probability of a 25 basis point rate cut by the Fed in December – this boosted tech stocks and others followed suit, prompting a global rally. US markets will be shut today for the Thanksgiving holiday, and the Black Friday shopping bonanza will start tomorrow when the US market will reopen for a shortened trading session. Norbert Rücker, Head of Economic and Next Generation Research, joins the show with a timely update on energy markets and what's driving them currently. And Tim Gagie, Head of FX Advisory Geneva, rounds off the podcast by highlighting the latest moves in Sterling after the UK budget as well as this week's action in preciousmetals.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:44) - Energy Markets: Norbert Rücker, Head of Economics & Next Generation Research (11:41) - FX and metals update: Tim Gagie, Head of FX/PM PB Geneva (15:56) - Closing remarks: Bernadette Anderko, 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.

In tonight's Australian Stock Market Show, Fil, Janine and Pedro discuss whether it's time to buy with 8 ASX techs that just hit rock bottom.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about what he thinks will happen at the next Fed meeting and a jobs market update. He also explains whether or not lower inflation is better than lower rates and if AI stocks can help determine tech stocks.

a brief look at financial markets with bokor in the morning brought to you by steve bokor at Ventum Financial Corp. a member of sipc

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market. Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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.

Join economist Dr. Orphe Divounguy and Chris Krug as they discuss the downturn in the stock market in the past week on this episode of Everyday Economics! Everyday Economics is an unrehearsed, free-flow discussion of the economic news shaping the day. The thoughts expressed by the hosts are theirs, unedited, and not necessarily the views of their respective organizations.  Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxx Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks continue to sell off Stateside while Europe's Stoxx 600 ends yesterday's session at a one-month low and the DAX plunges to its lowest level since June. Chip giant Nvidia results are due after the bell today with analysts anticipating a sharp rise in sales amid any signs of an A.I. bubble. President Trump hosts Saudi Arabia's Crown Prince Mohammed bin Salman at the White House, calling the Kingdom ‘a major non-NATO ally'. Trump also struck an optimistic tone regarding the expansion of the Abraham Accords to foster stability in the Middle East. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

European markets are sharply in the red amid an accelerating global sell-off. Investors are now awaiting economic data prints Stateside following the recent re-opening of the federal government. Big technology stocks remain under pressure as fears of A.I. over-valuations show no signs of abating. In crypto news, Bitcoin sees its gains for the year wiped out and there are concerns a bigger rout still lies ahead. The European Commission hikes its growth forecast for the year despite predictions that government deficits are set to rise over the next few years. European Economy Commissioner Valdis Dombrovskis warns CNBC any downturn in markets would knock investor confidence in the bloc.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Australia’s ASX200 fell about 2 % to a five month low, the worst single‑day drop since April. Tech stocks led the sell‑off, down roughly 6 % amid US AI worries and pending NVIDIA results. Lithium miners and James Hardie bucked the trend, while the RBA kept rates at 3.6 % and markets priced a 40 % chance of a cut next May. Upcoming US data and earnings keep outlook uncertain. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

After a rollercoaster session US equities rebounded by Friday's close, with technology even ending the day in positive territory. Europe had earlier closed lower, mirroring Thursday's US tech selloff. Overnight, Korean technology stocks drove the Kospi higher but China and Japan's geopolitical tensions over Taiwan weighed on the broader market. Japan's travel and tourism sectors took a hit today after China warned its citizens not to travel there. When it comes to the week ahead, watch out for the Fed minutes, a raft of US data being unleashed after the shutdown, and Nvidia's all-important results on Wednesday. Mensur Pocinci, Head of Technical analysis covers likely trajectories for gold and the US dollar in today's podcast, as well as revealing what the charts say about a year-end rally.(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content (00:38) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:03) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (08:40) - Closing remarks: Roman Canziani, Head of 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.

The BBC apologised to Donald Trump for airing a misleadingly edited speech in a documentary featuring footage of the Capitol insurrection, but said it “strongly” disagreed with his defamation claims and would not pay compensation. Hosted on Acast. See acast.com/privacy for more information.

Plus - Thursday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stock market update for November 14, 2025.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on Twitter: http://twitter.com/geraldcelente Follow Gerald Celente on Facebook: http://facebook.com/gcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Copyright © 2025 Trends Research Institute. All rights reserved.

Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature (1:00). OpenAI's spending spree (3:20). Big tech's CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it's going to get real. From China's dominance in rare earths to the Fed's quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.In this episode, - Is America “screwed”?- Why the bond market's days are numbered- How decades of offshoring reshaped the middle class- The silent war between Treasury policy and real assets- Bitcoin vs. Gold: Which wins in the next liquidity cycle?This is one of the most insightful macro conversations you'll hear this year — equal parts sobering and sharp.Timestamps:00:00 Introduction and Context of the China Trade Deal01:52 The Impact of China on the U.S. Economy04:37 Quantitative Easing and Its Implications07:27 Bitcoin vs. Gold: A Comparative Analysis11:18 The Future of Gold and Bitcoin in Investment Portfolios14:23 Political Implications for Bitcoin and Gold18:15 Risks and Challenges Facing Bitcoin26:10 Crypto Community and Political Influence27:27 Tech Stocks and China Ownership28:05 US-China Trade Relations and Tech Stocks31:42 Gold and Bitcoin as Safe Havens34:11 AI and the Tech Bubble40:57 Future of the Federal Reserve43:30 Impact of AI on Employment and EconomyFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

Plus: AMD surges on data center demand. And silver futures hit a new record. Katherine Sullivan hosts. Sign up for the 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Krystal and Saagar discuss Trump meets with former Al Qaeda leader, tech stocks hiding losses, AIPAC Trackers unmask. AIPAC Tracker: https://www.trackaipac.com/ To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

The record breaking government shutdown that has clouded the picture of the economy, The Dow and S and P 500 as well as the Nasdaq march higher, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST

The record breaking government shutdown that has clouded the picture of the economy, The Dow and S and P 500 as well as the Nasdaq march higher, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

Is your retirement plan built to weather the chaos of year-end and market swings? This past weekend’s radio show explores why balance—not bold moves—wins in retirement, especially as interest rates shift and tech stocks dominate headlines. Mike Douglas breaks down the pitfalls of chasing trends, the importance of income security, and how to diversify beyond the “Magnificent Seven.” Real stories, practical strategies, and a focus on building a plan that lets you sleep at night—no matter what the market does. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

The global tech sell-off resumes on persistent A.I. valuation and central bank policy fears. The Bank of England held rates steady at 4.00% yesterday in a tight 5-4 split. BOE Governor Andrew Bailey tells CNBC's Ritika Gupta that inflation is still his primary focus, despite the recent softening in the labour market. Meanwhile, Tesla shareholders approved Elon Musk's $1 trillion pay package, the payout of which hinges on the CEO reaching lofty targets on humanoids and robo-taxis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tech stocks are leading the market lower, with AMD Inc. (AMD) and Arista Networks (ANET) under heavy pressure, after the companies reported earnings. While AMD's numbers topped expectations, some investors are taking profits after the stock's strong run this year. Meanwhile, ANET's guidance came in lighter than expected, raising concerns about the A.I. infrastructure build-out. Tom White says the market's concentration risk is a concern, with 40% of the S&P 500's (SPX) gains coming from just 10 names.======== 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 the US, risky assets slid, with tech stocks and cryptocurrencies bearing the brunt of the selling, after long-simmering concerns about lofty valuations were fanned anew by a chorus of Wall Street executives who warned investors to brace for a pullback. In South Korea, the equity benchmark slumped as valuation concerns hammered recent winners such as chip stocks, defense and shipbuilders. For more on the latest market action, we heard from Anna Wu, VanEck Cross-Asset Investment Specialist. She spoke to Bloomberg's Shery Ahn and Avril Hong. Plus - we go to Singapore, where we speak to Sandeep Malhotra, Mastercard Executive Vice President for Core Payments in Asia Pacific. He talks about how technology, partnerships, and regulation are redefining how money moves across the region. From real-time payments to cross-border interoperability and the role of AI in fraud prevention, Malhotra shares how Mastercard is modernizing its core network while supporting financial inclusion. We also explore how consumer behavior and digital infrastructure in Asia are influencing global payment trends.See omnystudio.com/listener for privacy information.

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Wall Street’s main indexes rose overnight, with the S&P 500 and Nasdaq both higher as Kenvue surged on buyout news. Amazon’s $38 billion deal with OpenAI lifted its shares and boosted Nvidia's as well. U.S. Treasuries were mixed amid uncertainty surrounding the government shutdown, while in Europe, equities edged higher as investors assessed a fresh batch of earnings. In commodities, oil prices held steady despite OPEC+ signalling a pause on output hikes. Gold was little changed ahead of key U.S. private payroll data, and iron ore slipped on weaker steel production in China. Back home, Aussie shares are expected to ease ahead of the RBA’s interest rate decision. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

U.S. stocks fell overnight, with the S&P 500 and Nasdaq dragged lower by Meta and Microsoft amid renewed Fed rate concerns. Investors rotated out of tech and into bank and healthcare stocks, while rising Treasury yields reflected uncertainty over further Fed cuts. In Europe, the ECB kept rates unchanged amid resilient economic growth. In commodities, oil prices held steady amid optimism over a U.S.–China trade truce, and gold gained after the Fed’s latest trim. Back home, Aussie shares are set to snap a three-day losing streak to end the month on a stronger note. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

This week in the markets: central bank meetings and tech stock results provide plenty of tests for a buoyant stock market. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Major moves and market momentum in this week's top financial stories, including:Inside Silicon Valley's 100-Hour AI GrindTesla's Profits Drop as Musk Bets on RobotsHome Sales Rise as Mortgage Rates EaseGrocery Prices Keep ClimbingQuantum Stocks Surge on Trump's Tech PushTune in for smart commentary, sharp context, and the financial insight you need to lead in a changing world — only on FinWeekly._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Over the past few years, just a few large-cap technology stocks have powered the stock market's returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. A highly concentrated market can—and has—turbocharged returns, but it also comes with downsides. As tech stocks soar, fund investors may find themselves with portfolios that are significantly less diverse than expected thanks to the outsize influence of a handful of firms like Nvidia NVDA and Microsoft MSFT. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, discusses how today's narrow market compares with history and how investors can mitigate concentration risk in their portfolios. Morningstar Wealth is part of a registered investment advisor, Morningstar Investment Management.https://www.morningstar.com/markets/whatever-happened-broadening-stock-market-rally On this episode: What do strategists mean when they talk about concentration risk? How did today's narrow market develop? What forces and trends brought us here? How unusual is today's narrow stock market compared with history? When the market has been concentrated in the past, what has caused that concentration to dissipate? Are the risks associated with high concentration greater for passive index investors? Why? Wall Street has been warning about concentration risk for the better part of two years. But stocks are still hitting record highs, and the weightiest stocks are still performing the best. Why do some strategists say they aren't as concerned about concentration risk? Do investors really need to be worried? What are some strategies investors can use to mitigate the risk of a highly concentrated market without leaving too much upside on the table? What's the most important thing investors should remember right now? What to watch from Morningstar. New Crypto ETFs Are Coming. Here's How Investors Can Prepare How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this month's episode of Nurturing Financial Freedom, we dig into a topic that's becoming more critical in today's investment landscape—concentration risk. We've talked about the "Magnificent Seven" tech stocks—Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla—before, but now we're zooming in on the downside of their dominance. While these mega-cap companies have driven much of the market's recent growth, their outsized influence poses a risk that many investors overlook.We start by revisiting the concept of diversification, which we believe is often misunderstood. As Alex explains, owning cash at different banks or multiple funds that move in lockstep isn't real diversification. What matters is what's inside those funds—are they all large-cap U.S. stocks, or do they include small caps, international equities, or different sectors? Too often, investors think they're diversified when, in reality, their holdings are heavily skewed toward the same handful of companies.We also discuss how concentration creeps in—especially through popular indexes like the S&P 500, which is now heavily weighted toward just a few tech giants. Ed points out a striking stat: Nvidia and Microsoft alone represent as much of the S&P 500 as the bottom 400 companies combined. This “index drift” means that even supposedly diversified portfolios—like target date retirement funds—may be overly reliant on the same names.To build resilience, we stress the importance of intentional diversification. That means expanding beyond large-cap U.S. stocks to include mid- and small-cap companies, international equities, and even alternative assets like gold, real estate, and commodities. Fixed income is also relevant again, with bonds and cash offering meaningful yield for the first time in years.We wrap up by emphasizing the need for proactive rebalancing. Don't try to time the market. Instead, rebalance regularly on a schedule to keep your allocation aligned with your goals. And understand that even strong companies stumble, so don't let recent winners dominate your portfolio.At the end of the day, this isn't about abandoning tech or being a contrarian—it's about knowing what you own and why you own it. Because building a durable portfolio isn't a one-time setup. It's an ongoing process that needs regular attention. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: EU scrutinizes Google, YouTube, Apple and Snapchat over their children's online-safety efforts. And the U.K. names Google as a company to keep an eye on under new competition law. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors' exuberance is fueling this year's stock rally, but will key economic risks dampen the market's mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia's investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there's too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what's going on in the market. Mega-cap tech companies are making huge investments. Where's the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed's next move? Inflation is still not tamed and hovering above the Fed's 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let's timestamp this moment. It's Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there's not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What's the takeaway for investors as we enter Q4?We talked on last week's Investing Insights about inflation. The Federal Reserve's preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that's signaling about the US economy? In this week's Markets Brief column, you highlighted Nvidia's potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week's Markets Brief? Read about topics from this episode.  13 Charts on Q3's Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed's ‘Difficult Situation': Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia's AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Wall Street drifts as tech stocks climb and oil prices sink.

Tech stocks climb, oil prices sink

Plus: Lithium Americas stock nearly doubles amid loan talks with the U.S. And an announcement from President Trump boosts European defense stocks. Katherine Sullivan hosts. Sign up for the 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Amazon Fresh stores to shutter in the U.K. And startups rethink hiring plans following President Trump's new $100,000 H-1B visa fee. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to discuss how long he thinks the tech stocks will lead the markets and why employment is starting to weaken. He also talks about why tariffs aren’t being brought up as much and what some investors are saying about S&P […]

In this episode, Anthony and Piers unpack a week of upside surprises, from inflation data clearing the path for Fed rate cuts to Oracle's shock $455 billion order book and the tech rally pushing markets to fresh highs.They question whether Wall Street's S&P 500 forecasts are still too cautious, explore why Klarna's IPO success might reignite deal flow, and dissect the $53 billion Anglo-Teck copper merger. More than just a headline deal, it's a masterclass in corporate defense, streamlining portfolios, leaning into future-facing assets like copper, and turning defense into offense with smart, strategic M&A.(00:00) Market Overview & Outlook(02:38) Inflation Data & Fed Policy(05:35) Tech Stocks & Performance(08:27) Oracle Earnings & AI(11:01) Musk's $1T Pay Package(14:11) Analyst Calls & Forecasts(16:47) Banks & Deal Flow(19:35) Klarna IPO & Markets(22:38) Anglo-Teck Merger

Nvidia counts several of its Magnificent Seven pals as customers buying its sophisticated AI chips. And the world's most valuable company says it could earn even more if geopolitical tensions between the US and China eased. But investors are debating whether the market is experiencing an AI boom or AI bubble. How should buy-and-hold investors think about investing in AI—are there any undervalued stocks left today? Dave Sekera is chief US market strategist at Morningstar Research Services and co-host of The Morning Filter podcast.Learn about the new Morningstar Medalist Ratings for semiliquid funds during a live webinar on Morningstar's YouTube channel on Wednesday, Sept. 10. CEO Kunal Kapoor and ETF and Passive Strategies Research Director Bryan Armour will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series.On this episode: Welcome back to Investing Insights, Dave. Nvidia recently wrapped up the Magnificent Seven's earnings season showing AI spending is still strong. What does this mean for the tech-driven stock market rally? Do you think investors' expectations for these mega-cap names are unreasonably high? Why or why not? Nvidia is sitting at the center of a geopolitical rivalry between US and China. The company says they didn't sell its sophisticated AI chips to China in the previous quarter, and that a $50 billion opportunity exists. What do you make of this bottleneck and its impact?  Many market watchers are divided over whether the current environment is an AI boom or AI bubble. Can you talk about Morningstar's outlook?  How should buy-and-hold investors think about investing in artificial intelligence? What are the most undervalued AI stocks right now? What do you think about the big bets Wall Street and Main Street are making on AI? What do you think individual investors should keep in mind?  How is AI transforming Morningstar?  Read about topics from this episode.  Subscribe to The Morning Filter on Apple Podcasts, or wherever you get your podcasts.5 Stocks to Buy Before Their Big Discounts DisappearMarvell Earnings: Buy the Dip and Focus on the FundamentalsNvidia Earnings: No Signs of a Slowdown in Demand for AI ChipsThese Are the Best Mag Seven Stocks to Consider for AI InvestingThe Best AI Stocks to Buy NowInvestors First: Evolving Expectations and Expanding Access What to watch from Morningstar. Do Dividend Stocks Benefit From Non-US Revenue?This Classic Investment Strategy Is Still Alive in 2025These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working? Read what our team is writing.David SekeraKunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Today on the Naked Scientists: a pig lung is transplanted into a man in China, but what was the outcome? Also, scientists have a theory for the origins of Dark Energy - and it makes sense that a black hole might be the source! And, why the dawn chorus is starting earlier and finishing later these days: what's getting into wildlife? Like this podcast? Please help us by supporting the Naked Scientists

Donald Trump told Fox News that America could provide Ukraine with air support in a post-war security guarantee, but ruled out sending soldiers to Ukraine. Hosted on Acast. See acast.com/privacy for more information.

The stock market is heating up again with the S&P 500 and Nasdaq hitting all-time highs. We break down whether this historic run can continue or if a mid-summer correction is looming. Plus, we dive into this week's earnings showdown—Meta, Microsoft, Apple, and Amazon are all reporting. Who's the real winner, and how will the July Jobs Report affect the markets?Tesla is making headlines after choosing Samsung for its AI chips. Despite missing delivery targets, the stock rebounded hard—what does that say about confidence in Elon's vision? We also compare AMD and NVIDIA head-to-head, analyze AMD's bold price hikes, and debate who's better positioned for the second half of 2025.We also tackle long-term plays—what industries will thrive over the next 20–30 years? From water and air to farming and crypto, we break it all down. Plus, we answer: Is Costco recession-proof? Is it time to load up on Ethereum? And which stock is the best buy right now—UNH, ASML, DLO, AMD, or ASTS?Invest Fest Ticket Link: https://investfest.com#MarketMondays #InvestingTips #Tesla #Apple #Amazon #Microsoft #AMD #NVIDIA #SP500 #Crypto #Ethereum #Coinbase #Costco #ETFs #LongTermInvesting #WealthBuilding #FinancialFreedom #JobsReport #EarningsSeason #Bitcoin #RecessionProof #BaseAppOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy