Podcasts about tech stocks

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

You don't always need to pick the hot technology stocks to get great returns Investing is very emotional and it's always nice to be part of the crowd and buy the hot stocks like Apple, Alphabet and Amazon, but they are not always the top performers. Sometimes your boring, undervalued companies can do very well. As an example, Apple over the years has performed nicely, but over the last five years the gain was 114%. Not a bad return, but if you held a boring company like Tractor Supply over the same five years, you would have a gain of 119%. Even an old insurance company like Allstate over the last five years was up 115%. Five years ago, if you saw the value in a company called Tapestry, which owns Coach and Kate Spade, your return was over 545%. Apple's not the only big tech company that was surpassed by these boring companies. If you look at Amazon over the last five years, you'll see a return of only 49%. One other area that is often discounted is that many of your boring companies are also paying dividends and generating cash flow that can be used to purchase other equities on sale. You may be thinking Apple does pay at dividend but it's important to note the yield is only 0.45%. Sometimes being boring is good and not being so concentrated in the hot stocks can pay off in the long run. I especially think this will be the case as we look out over the next 5-10 years!   Another weak job report likely solidifies a Fed rate cut August non-farm payrolls increased by just 22,000, which was well below the estimate of 75,000. This weak report also comes with another month of negative revisions as employment in June and July combined is 21,000 lower than previously reported. Healthcare and social assistance continued to lift the headline number as the sectors added 31k and 16k jobs respectively. Many other areas in the report actually saw declines with payrolls in construction falling 7,000, manufacturing declining 12,000, and professional and business services dropping 17,000. Government also saw a decline of 16,000 jobs and I worry this is a ticking time bomb since employees on paid leave or receiving ongoing severance pay are counted as employed in the establishment survey and those that opted to take the government's offer at the beginning of the year will start coming off severance pay as the deal lasted through September. The most recent data I saw was that 75,000 federal employees took the offer, but not all were accepted into the program. I guess we will see the actual data and its impact over the next couple of months. With the weakness, I was surprised to see leisure and hospitality produce a gain of 28,000 jobs in the month. While much of this sounds concerning, the unemployment rate held relatively steady at 4.3% and that doesn't incorporate the fact that 1.9 million or 25.7% of all unemployed people were jobless for 27 weeks or more. My belief is that many of those that have been unemployed that long are skewing the data as I can't imagine they have been looking for a job that hard. With the unemployment rate low and deportations potentially weighing on the supply of workers, I just don't see how it would be possible to maintain strong job growth given the limited supply. Because of this I still don't remain overly concerned by the weak showing. Even with my lack of concern, this will likely lead to a Fed rate cut this month with markets now essentially putting odds for a 25-basis point cut at 100% and even a 50-basis point cut is now on the table with markets putting those odds at 12% after the job print. That's up from a zero percent chance on Thursday.   Should you panic over the job opening data? The Job Openings and Labor Turnover Survey showed job openings fell to 7.18 million in the month of July. This was below the estimate of 7.4 million and also marked the lowest reading since September 2024. It was only the second time since the end of 2020 that job openings came in below 7.2 million. While this may sound troubling, I believe it just illustrates how crazy the labor market got after Covid. If we look at job openings before 2020, nearly 7.2 million openings would have been a great number. In 2016, job openings averaged 5.86 million; in 2017, job openings averaged 6.12 million; in 2018, job openings averaged 7.11 million; and in 2019, job openings averaged 7.15 million. So, while the headline may sound troubling, I still believe we could have job openings fall into the low 6 million range and it wouldn't be problematic, especially given the fact that unemployment remains extremely low. Even with that, I do believe the Fed will use this as further evidence of a softening labor market and that will give them the excuse to cut rates at the meeting this month. I'm still not convinced that is the right move, but we did hear from Fed Governor Christopher Waller, who is supposedly on the short list to replace Powell as Fed chair, that he believes there should be multiple cuts over the next few months, saying interest rates today are perhaps 1.0 to 1.5 percentage points above their “neutral” level.    American luxury brands are destroying Europe's luxury brands It appears that European luxury brands like Gucci, Hermes and LVMH have increased their prices beyond what the average consumer is willing to pay. Currently, American consumers are spending the lowest share of discretionary income on luxury goods since 2019. The European luxury brands seem to have their heads in the clouds thinking American consumers would pay any price for a luxury purse from Europe. I think they have now discovered that the American consumer has reached their limit.  Two luxury American brands have benefited from the ignorance of the European luxury brands. Both Ralph Lauren and Tapestry, which owns Coach and Kate Spade, have seen their sales increase. A chart of these luxury brands stocks shows European brands dropping while American brands have been increasing. One may be thinking now is the time to step in and buy Tapestry or Ralph Lauren, but with the recent stock increase they are no longer a great value as Ralph Lauren trades at over 20 times forward earnings and Tapestry is now over 19 times forward earnings. I would take a different side of the coin as I believe investors should understand that the European luxury brands will likely not just sit on their hands and do nothing and they will likely try and win back market share. With the increase in prices over the years I'm sure the profit margins are very fat, and they may have a good amount of space to do some heavy discounts to get their market share back. Both Tapestry and Ralph Lauren are dealing with the current tariff situation and that could hurt their profit margins going forward as well. On a side note, in years past we have warned people paying the high prices for European purses that they would not appreciate as much if at all. I have not researched it, but I feel pretty confident that if sales are down as much as they are, the resale on those expensive purses has probably dropped as well.   Financial Planning: Mortgage rates reach 2025 low Mortgage rates have fallen to their lowest level of the year, reaching levels not seen since last October. Throughout 2025, 30-year mortgage rates have fluctuated between 6.5% and 7%, and as of Friday, September 5, they dipped as low as 6.29%. While this presents an opportunity for buyers and homeowners considering a refinance, caution is warranted. Rates are still likely to experience volatility even as the broader declining trend continues over the next several years. In 2024, mortgage rates actually rose at year-end despite the Federal Reserve implementing three rate cuts. In 2025, it is widely expected that the Fed will cut again in September, with additional cuts likely by year-end. This current window of lower rates may be worth taking advantage of, but paying upfront points may not be wise just yet, as there will likely be future opportunities to capture even lower rates.   Companies Discussed: The Kraft Heinz Company (KHC), Best Buy Co., Inc. (BBY), Snowflake Inc. (SNOW) & Alphabet Inc. (GOOGL)

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/ 

Markets are steady in early trading.

Amplify ETF Filing Could Open Floodgates for Institutional Investors in XRPCoinbase to Include Crypto and Tech Stocks in Upcoming Futures IndexSolana Bulls Target $300 After Alpenglow Upgrade Attracts Institutional InterestRipple and Thunes Expand Partnership to Speed Cross‑Border Payments

Equity-index futures for Japan pointed to a modest gain after chip stocks pushed the Nikkei-225 index lower Monday. Contracts also indicated modest moves for Hong Kong and Australia. US equity-index futures edged lower with cash markets closed Monday for Labor Day. Investors will also be watching Japan's 10-year government bond auction Tuesday, which will be a key test of appetite amid growing expectations of rate hikes by the Bank of Japan and mounting political uncertainty. Stateside, Wall Street's record-breaking stock rally now faces a pivotal test, with jobs numbers, inflation data and the Federal Reserve's rate call all landing within the next three weeks. Tariff tensions and questions over the Fed's independence were also compounding the risks in September, historically the weakest month of the year for US markets. We look at the current market landscape with Michael Hartnett, Chief Investment Strategist at BofA Global Research. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.Plus - Chinese President Xi Jinping secured an agreement from partner countries to set up a new development bank, realizing a longtime ambition in a display of Beijing's growing influence. Members of the Shanghai Cooperation Organization agreed to establish the institution, Chinese Foreign Minister Wang Yi said Monday at the end of the two-day SCO summit that gathered Xi's closest international allies in the Chinese port city of Tianjin. In a joint declaration, member countries including India and Russia expressed opposition to unilateral coercive measures and vowed to facilitate trade within the group. We get reaction from Henry Huiyao Wang, Founder and President of the Center for China and Globalization.See omnystudio.com/listener for privacy information.

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.

Plus: Intel shares erase their earlier gains. Retail earnings reports lead to losses for Target's stock and gains for shares of TJ Maxx's parent company. 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

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, August 20th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. Craig talks about the fears of AI and how people are waiting for what the Fed Chair Jerome Powell will say in Wyoming on Friday. For more information, go to GetRetiredStayRetired.com.

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 constituents managed to finish higher, as investors looked ahead to the Jackson Hole symposium, which begins tomorrow, for fresh insights into future monetary policy. For expert analysis, Dario Messi, Head of Fixed Income Research, shares his perspectives on these developments, while Mathieu Racheter, Head of Equity Strategy Research, discusses the potential implications of a peace agreement for European equities, especially the defence sector.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:38) - Expectations for Jackson Hole: Dario Messi, Head of Fixed Income Research (12:12) - Defence stocks in the wake of peace talks: Mathieu Racheter, Head of Equity Strategy Research (16:12) - 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.

Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).Investor Behavior: Morningstar's “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).Visit us at www.dantesoutlook.com 

Second-quarter earnings reports confirmed that Big Tech is getting even bigger, and spending even more on AI. Barron's Senior Writer Tae Kim and Andrew Freedman, communications and software analyst at Hedgeye, unpack the implications for companies such as Alphabet, Meta, Nvidia, and Figma, in a conversation with Barron's Senior Managing Editor Lauren Rublin. Learn how AI is growing and transforming even non-tech businesses, and how investors can profit from the changes ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Macro Mondays, James Brodie, James Todd & Will Cunliffe breaks down the biggest macro market movers: US economy falters - July jobs report shows just 73k new jobs, the weakest hiring since COVID, plus a massive 259k downward revision. ISM manufacturing and services PMIs point to stagflation risks.Fed rate cut bets surge -  Markets now price -58bp by year-end and -111bp over 12 months; JP Morgan expects three consecutive cuts.Trump escalates tariffs -  New 15%–100% levies on Japan, India, and chip imports, plus Nvidia/AMD paying 15% of China sales to the US government.Global slowdown signals -  Eurozone PMIs sink, German industrial production falls -1.9%, UK manufacturing contracts, and China's PPI deflation deepens.Equity concentration risk -  S&P 500's top 10 stocks now make up 40% of market cap; Nvidia alone is 8% of the index, while breadth weakens.Commodities in focus –- Gold eyes a $3,430 breakout amid Trump's Fed nomination; Bitcoin and Ethereum extend rallies; Brent crude slips on weaker Chinese demand.Stock spotlights - Palantir's sky-high PE (620) sparks bubble talk; Tesla breaks higher on strong technicals. Plus, James, James and Will cover key data ahead: US CPI, OPEC report, UK & German figures, and Chinese retail sales , all with potential to spark volatility in the weeks ahead.

Plus: Microsoft is raiding Google's DeepMind for talent to bolster its AI ambitions. And, United Airlines resumes flights after a tech issue causes widespread delays. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the 'Market Bites' podcast, hosts Sam North and Bret Kenwell discuss the current earnings season, highlighting key observations, consumer resilience, and market reactions to earnings reports. They analyse the performance of major tech companies, the impact of consumer spending on the economy, and the significance of upcoming earnings, particularly from Nvidia. The conversation emphasizes the importance of understanding market dynamics and price reactions in the context of earnings announcements.

In this conversation, Abe and Ethan discuss the latest updates in retirement planning, focusing on tax changes and their implications for Roth conversions. They explore the performance of major tech stocks, known as the Magnificent Seven, and the potential risks associated with a tech-heavy portfolio. The discussion also highlights the importance of evolving retirement strategies to avoid common pitfalls, using historical business blunders as a cautionary tale. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

President Trump has ratcheted up tariffs for dozens of countries set to take effect next week. Apple reported its greatest revenue growth in years, Microsoft's market cap topped $4 trillion after its earnings report, and Amazon's disappointing earnings forecast overshadowed its solid results. Software design company Figma more than tripled in its NYSE debut; bankers and CEOs are interpreting this performance as a sign that the IPO window is officially open for tech companies this year. Former FDA Commissioner Dr. Scott Gottlieb discusses the new direction of his former agency under leadership of the sitting commissioner, Dr. Marty Makary. Top of mind for Dr. Gottlieb: the body's large number of scientist departures. Lead Edge Capital Founding Partner Mitchell Green discusses the toll the Silicon Valley battle for AI talent is taking on private company share dilution. Plus, the July jobs report came in weaker than economists expected, and it brought some downward revisions for the previous month.  Megan Cassella - 04:12Dr. Scott Gottlieb - 21:51Mitchell Green - 34:14 In this episode:Dr. Scott Gottlieb, @ScottGottliebMDMegan Cassella, @mmcassellaJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

We've seen weak performance from U.S. large-cap tech companies this year, but based on their stock market value, these companies still dominate the U.S. market. Peter and Jonathan discuss whether we should be concerned about concentration risk or if having a top-heavy market is a common phenomenon. Plus, hear why you might consider contributing to a Roth IRA for your working child. Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

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

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to share details about trade talks between China and the U.S., as well as a forecast of the jobs report and earnings season. He also talks about what the White House is saying about interest rates and the slowing of […]

Despite a rocky start to the year, the tech-heavy NASDAQ has staged a remarkable comeback. Fidelity's Director of Quantitative Market Strategy explains what's going on, why she's still bullish on tech, and where she's seeing value. If you want to research tech stocks and other sectors that align with your investing objectives, click here Read the full transcript View the slides Watch the video replay

More records were broken on Wall Street.

Welcome to the latest episode of the Money Flow Trading Society's podcast, "The Science of Getting Rich." In this episode, host Gerald Peters navigates the dynamic world of financial markets, shedding light on the current state of tech stocks and their climb toward new heights despite a quiet market day. Bitcoin takes center stage as it reaches unprecedented levels, capturing Wall Street's attention and sparking discussions on its future trajectory. As big banks prepare to release their second-quarter earnings, Gerald provides insights into the anticipations surrounding these reports and the potential impact on market movements. Tune in for a blend of practical strategies and market analysis designed to empower your investment journey.

Two Eminent ESG Stock Reviews, Plus… Includes insightful reviews of Apple and Temenos, two outstanding environmental and high-performing stocks. By Ron Robins, MBA Transcript & Links, Episode 156, July 11, 2025 Hello, Ron Robins here. Welcome to my podcast episode 156, published on July 11, 2025, titled “Two Eminent ESG Stock Reviews, Plus…” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 9 articles for you in this podcast! ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 1. My first article in this podcast is about a favourite stock for ethical and sustainable investors. It's titled Is Apple Stock a Green Investment? Net-Zero Goals and Sustainable Supply Chain. By Saptakee S. Seen on carboncredits.com. Here are some quotes from the article. “Apple Inc. (NASDAQ: AAPL) is a key player in the fight against climate change. The tech giant runs one of the largest carbon reduction programs worldwide. And over 320 suppliers have committed to using 100% clean energy by 2030. This makes Apple an appealing investment for those who care about the environment and want solid returns. Apple's strong finances enable meaningful change. The company achieved record revenue of $124.3 billion in early 2025, a 4% increase from the year before. In the next quarter, Apple earned $95.4 billion, with an 8% rise in earnings per share. Services revenue also hit $26.6 billion, a significant milestone. This success is crucial for investors focused on carbon reduction… The company has cut global greenhouse gas emissions by over 60% since 2015… MUST READ: Apple's Best Quarter Ever: Q1 FY 2025 Revenue Hits $124.3 Billion, Carbon Emissions Drop  Manufacturing emissions account for about 55% of Apple's total carbon footprint. The company nearly halved product manufacturing emissions, dropping from 16.1 million tons in 2020 to 8.2 million tons in 2024. Apple's progress toward carbon neutrality: Goal Carbon Neutral by 2030 Apple produced the world's first carbon-neutral consumer electronics. The Apple Watch lineup and Mac mini achieved this through emissions reductions of over 75%. Remaining emissions were balanced by high-quality carbon credits from nature projects… These carbon-neutral products have key features: Over 30% recycled content by weight 100% recycled aluminum in cases Manufacturing with 100% renewable electricity Recycled Materials Drive Sustainability Apple has made progress in using recycled materials. In 2024, 24% of product materials came from recycled or renewable sources. The company now uses 99% recycled rare earth elements in magnets and 99% recycled cobalt in batteries… Apple's recycling innovations include the Daisy robot, which disassembles used devices to recover rare materials… Additionally, the company plans to use only recycled and renewable materials in its products by 2030… Carbon Market Investment Opportunities Apple invests in high-quality, nature-based carbon credits instead of cheap offsets. It spends up to $400 million through its Restore Fund programs, aiming for 1 million metric tons of carbon dioxide removal each year… Strategic Advantages Through Environmental Leadership Apple's environmental leadership provides many competitive advantages. Its detailed carbon accounting prepares it well for global carbon pricing. Early use of renewable energy and efficient manufacturing gives it cost benefits as energy prices change… Investment Considerations and Risks The company trades at a premium price with a P/E ratio of around 28, which may lead to volatility risks… The stock has seen volatility in 2025, declining about 19% year-to-date. This may present opportunities for long-term investors focused on Apple's sustainability leadership and financial strength… From the above analysis, we can see that Apple Stock is a solid choice for carbon-conscious investors… As global carbon markets expand and ESG investing increases, Apple shines in environmental leadership. Its solid financial resources and focus on transparency make it a top pick for portfolios aimed at climate solutions and sustainable tech.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 2. Unlike the first article featuring a company which is in nearly everyone's portfolio, this second article features a company that is perhaps new to many of you. It's titled Why Temenos Is the Gold Standard in Sustainable Banking Tech—and a Top ESG Investment. It's by Eli Grant and found on ainvest.com. Here are some quotes from the article. Temenos (TEMN.SW) Temenos' ESG credentials are unmatched in its sector. In 2022, it became one of only 13 companies globally to achieve an AAA rating from MSCI's ESG rating system, placing it in the top 8% of all firms assessed. By 2024, Sustainalytics named it a ‘Low Risk' company with an ESG Risk Rating of 11.9—ranking first in its industry and sub-industry, securing the top 2% globally. This stellar performance isn't just about accolades; it reflects tangible actions. The company's carbon emissions calculator, developed with Microsoft and launched at COP27, allows clients to measure their environmental impact from using Temenos Banking Cloud. This tool isn't just a marketing gimmick: banks using its cloud platform reduce their carbon footprints by up to 95% compared to on-premise systems. Such measurable outcomes are critical as regulators globally push for transparency and accountability. Cloud Innovation as a Climate Solution Temenos' cloud-based solutions—like its flagship Banking Cloud and AI-driven Leap platform—aren't just about efficiency. They're a direct response to the existential threat of climate change. By centralizing banking operations in the cloud, Temenos helps institutions slash energy consumption and emissions. For example, a 2024 study by GoCodeGreen validated that Temenos' code optimizations reduced software carbon impact by 32% compared to 2021 levels. This environmental edge is a competitive moat… Governance and Strategy: A Boardroom Priority Temenos' leadership has embedded ESG into its DNA. Its board oversees ESG initiatives directly, and the company has committed to science-based emissions targets aligned with the 1.5°C warming limit… The results speak for themselves: Temenos retains EcoVadis Platinum status (top 1% globally) and was the sole software company to rank in the top 1% of S&P's 2024 Sustainability Yearbook. The Investment Case: Why Temenos Belongs in Every ESG Portfolio For investors, Temenos offers a rare combination of growth and values. Its cloud revenue grew 22% in 2023, and with over 700 clients migrated to its platform, demand is accelerating. Meanwhile, regulatory tailwinds—like the EU's Digital Operational Resilience Act (DORA) and global carbon pricing mechanisms—are creating urgency for banks to modernize their tech stacks. Critically, Temenos' ESG leadership attracts capital from ESG-focused funds. Companies with top quartile ESG ratings historically outperform peers during market downturns, a trend that could amplify as climate risks materialize. Temenos isn't just a tech vendor—it's a sustainability pioneer. Its unrivaled ESG ratings, climate-conscious products, and strategic foresight position it to capitalize on two megatrends: the digitization of finance and the global push for net-zero. For investors, this is a stock that checks all boxes: ethical alignment, growth potential, and resilience in a volatile world… For ESG-focused investors, this is a must-hold.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 3. This next article is the first of 2 articles on dividend stocks that might interest ethical and sustainable investors. Its title is VZ Named A Top Socially Responsible Dividend Stock by BNK Invest and found on nasdaq.com. Here are some quotes from the article. “Verizon Communications Inc. (Symbol: VZ) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average 'DividendRank' statistics including a strong 6.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria… According to the ETF Finder at ETF Channel, Verizon Communications Inc. is a member of both the iShares MSCI USA ESG Select ETF (SUSA), making up 0.43% of the underlying holdings of the fund, as well as the iShares MSCI KLD 400 Social Index Fund ETF (DSI), where Verizon Communications Inc. makes up 0.63% of the underlying holdings of the fund. The annualized dividend paid by Verizon Communications Inc. is $2.71/share, currently paid in quarterly installments.” End quotes. ------------------------------------------------------------- Two Eminent ESG Stock Reviews, Plus… Article 4. The second dividend-paying stock article is titled AvalonBay Communities a Top Socially Responsible Dividend Stock With 3.4% Yield (AVB). It's by BNK Invest and is seen on nasdaq.com. Here's some of what BNK Invest says about this stock. “AvalonBay Communities, Inc .(Symbol: AVB) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above average ‘DividendRank' statistics including a strong 3.4% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria… According to the ETF Finder at ETF Channel, AvalonBay Communities, Inc. is a member of the iShares USA ESG Select ETF (SUSA), making up 0.10% of the underlying holdings of the fund. The annualized dividend paid by AvalonBay Communities, Inc. is $7/share, currently paid in quarterly installments.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Which ethical ASX ETFs have performed the best in 2025? On fool.com.au. By Aaron Bell. 2. Title: Top 20 best-performing funds and sectors so far in 2025 on ii.co.uk. By Sam Benstead. 3. Title: How Australian Ethical is beating active peers on moneymanagement.com.au. By Laura Dew. 4. Title: ESG Investing Quietly Finds New Life on etftrends.com. By Todd Shriber. 5. Title: Betting Against the Tide: Contrarian Opportunities in Renewables Amid Trump's Energy Shift on ainvest.com. By Harrison Brooks. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Two Eminent ESG Stock Reviews, Plus…” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on July 25th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Join James Brodie, James Todd, and Will Cunliffe for a brand new episode of Macro Mondays, as they unpack another volatile week in global markets. This episode was recorded at 11am BST on Monday, the 7th of July, 2025. 

We begin with well-loved pastry seller Greggs (GRG), which suffered a downturn in sales per its latest trading update. Julian Hofmann explains the reasons for this, from heatwaves to competition from supermarkets, and what investors should make of it.It's then on to our Big Read on undervalued UK tech stars. Many of our home-grown companies have a lot to offer, but investors favour the US big names instead. Valeria Martinez and Mark Robinson look at the causes behind this, the “mindset gap”, and overlooked intellectual property.Lastly, Julian Hofmann rejoins to unpack Watches of Switzerland (WOSG), which has taken a hit to margins thanks to tariffs. The retailer's sales growth is ticking up, but the market still seems spooked. Mark and Julian discuss what issues are keeping investors cautious.Timestamps 2:46 Greggs9:25 Undervalued UK tech15:54 Watches of SwitzerlandRead more on these topics: Star British tech stocks hiding in plain sightWatches of Switzerland boosted by luxury jewellery but margin outlook disappointsListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTube Hosted on Acast. See acast.com/privacy for more information.

MRKT Matrix - Tuesday, July 1st Dow rallies, S&P 500 is flat as investors rotate out of tech to start new quarter (CNBC) Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses (WSJ) Car Sales Hit a Wall as Tariff-Induced Shopping Spree Subsides (Bloomberg) Homes Are Taking Longer to Sell in US Market That Once Flourished (Bloomberg) Analyst Dan Ives says it will be the summer of $4 trillion market caps for surging tech giants (CNBC) Elon Musk's xAI raises $10 billion in debt and equity as it steps up challenge to OpenAI (CNBC) -- 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

This episode of the Option Block kicks off with the hosts Mark Longo, Uncle Mike Tosaw from St. Charles Wealth Management, and Andrew ‘the Rock Lobster' Giovinazzi from The Option Pit discuss the impact of the recent Middle East conflict on the market. They note that markets are rallying despite the conflict, suggesting a 'fade the spike' approach might have been profitable. The show then delves into unusual options activities, including large trades in BEKE, ADM, and BILI, indicating bullish sentiments in Chinese equities. Uncle Mike provides a strategy segment focused on 'box spreads' and teases further exploration in the next episode. The episode concludes with the hosts sharing what they will be watching in the markets until the next show.   01:07 Meet the Hosts and Show Overview 03:05 The 80s Trivia Challenge 04:20 Trivia Challenge Results and Market Analysis 06:54 The Trading Block: Market Trends and Insights 10:07 Middle East Conflict and Market Reactions 14:04 Listener Interaction and Market Updates 27:35 GameStop's Struggles and Tech Bro Jokes 28:15 Top 10 Stocks: Intel, Amazon, and More 29:21 Meta Platforms and the AI Buzz 30:50 Tesla's Surprising Drop in Rankings 31:39 AMD's Surge and AI Optimism 32:34 Nvidia vs. Palantir: The Ratio Battle 34:00 Odd Block: Unusual Options Activity 34:39 China's Real Estate and Tech Stocks 47:52 Strategy Block: Understanding Box Spreads 52:21 Around the Block: Market Watch and Predictions  

This episode of the Option Block kicks off with the hosts Mark Longo, Uncle Mike Tosaw from St. Charles Wealth Management, and Andrew ‘the Rock Lobster' Giovinazzi from The Option Pit discuss the impact of the recent Middle East conflict on the market. They note that markets are rallying despite the conflict, suggesting a 'fade the spike' approach might have been profitable. The show then delves into unusual options activities, including large trades in BEKE, ADM, and BILI, indicating bullish sentiments in Chinese equities. Uncle Mike provides a strategy segment focused on 'box spreads' and teases further exploration in the next episode. The episode concludes with the hosts sharing what they will be watching in the markets until the next show.   01:07 Meet the Hosts and Show Overview 03:05 The 80s Trivia Challenge 04:20 Trivia Challenge Results and Market Analysis 06:54 The Trading Block: Market Trends and Insights 10:07 Middle East Conflict and Market Reactions 14:04 Listener Interaction and Market Updates 27:35 GameStop's Struggles and Tech Bro Jokes 28:15 Top 10 Stocks: Intel, Amazon, and More 29:21 Meta Platforms and the AI Buzz 30:50 Tesla's Surprising Drop in Rankings 31:39 AMD's Surge and AI Optimism 32:34 Nvidia vs. Palantir: The Ratio Battle 34:00 Odd Block: Unusual Options Activity 34:39 China's Real Estate and Tech Stocks 47:52 Strategy Block: Understanding Box Spreads 52:21 Around the Block: Market Watch and Predictions  

Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement withdrawals. What do Joe Anderson, CFP® and Big Al Clopine, CPA  think of her substantially equal periodic payment plan? And how should she allocate it? Michael in Virginia isn't interested in any international investments and is instead invested in stocks like Google, Amazon, Microsoft, Meta, and Berkshire. What adjustments would the fellas make to his portfolio for long term growth? That's today on Your Money, Your Wealth® podcast 533. Plus, our friend Will, who is not a gas siphoner, wants Joe and Big Al's opinion on "backdoor Rothing" his solo 401(k) instead of having an emergency fund, and on what he should do with his annuity. Also, the fellas explain ESOP and NUA - that is, employee stock ownership plans and net unrealized appreciation - for Tess and Finn in Texas. Free financial resources & episode transcript: https://bit.ly/ymyw-533 WATCH 10 Big Retirement Regrets to Avoid (Before It's Too Late) on YMYW TV CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment The origins of Will the Gas Siphoner (audio only) ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - How Do I Maximize My 72(t) Early Retirement Withdrawals? (Rowan, GA - voice) 10:24 - Watch 10 Big Retirement Regrets to Avoid (Before It's Too Late) on YMYW TV, Calculate your free Financial Blueprint 11:23 - I'm Not Interested in International Investments. Does My Asset Allocation of Tech Stocks Make Long-Term Sense? (Michael, VA) 14:18 - Should I Backdoor Roth My Solo 401(k) Income Instead of Having an Emergency Fund? What Should I Do With My Annuity? (Will the Gas Siphoner) 24:44 - Schedule a Free Financial Assessment With Pure Financial Advisors 25:53 - ESOP and NUA Explained (Tess & Finn, TX) 31:53 - Tribute to Betsey Clopine, 1933 - 2025 33:17 - YMYW Podcast Outro

What's REALLY Happening to Tech Stocks and Why You Should Care | Wallstreet Trapper 

Why Tech Stocks Are Dropping Fast!

This week on Market Mondays, we're breaking down a pivotal moment in the markets. After Apple, Amazon, Meta, and Microsoft reported earnings, we're asking: are these tech giants still long-term compounders, or are buybacks and creative accounting hiding peak performance? Alphabet's $70 billion stock buyback is under the spotlight, and Tesla's stock jumped on Robotaxi hype — even as its fundamentals weakened. Elon Musk says Tesla doesn't need to buy Uber, but is that a strategic power move or a missed opportunity in autonomous transport? Meanwhile, Huawei's new AI chip spooked Nvidia investors — are cracks forming in the king of semis, or will U.S. geopolitics protect its dominance?Beyond tech, we explore the consumer and macro landscape. Spotify is nearing a breakout — is this real growth or macro-fueled momentum? ARK Innovation is surging again — is Cathie Wood making a comeback or just catching a Nasdaq wave? Domino's missed on same-store sales, DoorDash made a $3.6B bid for Deliveroo, and e.l.f. just bought Hailey Bieber's Rhode brand for $1B. Is global consolidation the next growth phase in food delivery? Are influencer-led beauty brands the future — or a risky bet on hype? And with Monster, Celsius, and Vita Coco battling for beverage dominance, who really has the edge in a slowing economy?We also dive into the economic outlook. U.S. GDP contracted by -0.2%, inflation appears mild but sentiment is at historic lows, and Treasury yields are climbing. Are we heading into recession, stagflation, or just a soft patch? Is now the time to rotate into risk or go defensive? Gold topped $3,400, oil prices dipped despite demand, and Palantir landed a $795M federal AI contract — is this the beginning of a broader AI-government integration wave? Plus, with the S&P 500 and Nasdaq surging while the Dow lags behind, we ask: is this the start of a real breakout — or another trap before the next downturn?Link to Invest Fest: https://investfest.com#MarketMondays #Tesla #Alphabet #Nvidia #Spotify #ARKK #EarningsSeason #StockMarket #Investing #Inflation #Recession #Gold #Oil #Palantir #ElonMusk #CathieWood #TechStocks #BigTech #AI #ConsumerSpending #BondsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Nasdaq turns positive for the year for the first time since February. Plus: Nvidia overtakes Microsoft to become the largest U.S.company by market cap. And shares of Dollar General surge after the discount retailer raises its outlook. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Hamas is poised to reject a U.S.-drafted proposal for a temporary Gaza ceasefire. And Google and the Justice Department prepare closing arguments in a case that could have a massive impact on the tech giant's search engine. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

Overview: Tune into this week's episode of Launch Financial as we discuss the S&P500 snapping its six day winning streak, losing steam following a sharp market recovery from the extreme volatility and lows just 40 days ago. All eyes remain on earning reports from retailers this week and the future of interest rate policy from the Federal Reserve.    Show Notes:

After a dreadful start to the year, US tech stocks have regained their momentum. What's driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alibaba (BABA) shares are down after earnings, something Derek Yan believes is due to investors' overestimated growth expectations for its Cloud segment. Derek discusses the company's agentic A.I. outlook as well as the costs associated with powering the applications within China's internet companies. Derek also makes the case for Chinese tech stocks as a value-play with U.S.-China trade tensions cooling.======== 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

Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30).Show Notes:DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsStressful Markets, But Lots Of Opportunities In TechThe Worst Has Happened To Super MicroEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Plus: Apple weighs raising prices on new iPhones. And the valuation of AI startup Perplexity surges to $14 billion. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Live at 2pm PT, in this power-packed episode of "Is The Trade War Over?!", we're breaking down the latest developments in the U.S.-China trade standoff that have Wall Street buzzing. Signs of progress? Or just political posturing? We'll look at what's changed, what it means for global markets, and whether the trade war is truly nearing its end. Plus, we'll cover the explosive surge in the Magnificent 7 stocks and President Trump's latest attack on pharmaceutical companies, which sent shockwaves through the healthcare sector.

Tracey Ryniec, Zacks Senior Stock Strategist, screened for top ranked Zacks technology stocks that also have low PEG ratios. They are AVGO, COMM, DBX, IDCC and STNE. (0:30) - Using The Zacks Stock Screener To Find Technology Investments For Your Portfolio Right Now (5:10) - Tracey's Top Stock Picks  (34:35) - Episode Roundup: AVGO, COMM, DBX, IDCC, STNE, XYZ Podcast@Zacks.com  

Plus: The U.K.'s Supreme Court rules that transgender women can't be defined as women. Canada holds interest rates steady as it examines the impact of tariffs. Ariana Aspuru hosts.  Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We're covering it all! Plus, we'll be joined by some incredible guests to go deeper on the moves shaping the future of our industry.  Today we discuss:  Tech stocks were hammered in late trading today in response to the Trump administration's plans to levy tariffs of between 10% and 49% on imported goods, with Apple shares falling more than 6%. Rippling Deal: Illegal or Hustle? Emergence Raises $1B for B2B Investments Cursor, Replit, Windsurf: Who Wins? Lots of gen AI startups are crossing into the $100M ARR club. The latest entrant is talent marketplace Mercor, last valued at $2B. Is triple triple double double dead? ScaleAI at $25B: Pricey or Potential?  Discussion with Bhavin Shah @ Moveworks: ServiceNow Acquires Moveworks for $2.5B: AI Craze Continues Sequoia Makes 25x on Wiz: Is M&A Open Again? USD Stablecoin issuer Circle has filed to go public. The company, which has raised $1.2 billion in VC money, reported $1.7 billion in 2024 revenue, with $155.7 million in net income. Oracle Cloud Revenue Up 23%: Old Guard Wins in AI? Salesforce Customers Love AgentForce, But Will They Pay? Dustin Moskovitz Retires from Asana: Is SaaS Too Tough? Discussion with Andrew Feldman @ Cerebras: Coreweave's Redemption Provision: A Time Bomb for Coatue? Can OpenAI's $12B Deal Save Coreweave from $5B Loss? OpenAI Won't Profit Until $127B in Annual Revenue A lot of young founders raising big in chips; bullish or bullshit?    

Plus, an X outage that Elon Musk blames on a “massive cyberattack.” And iPhone assembler Foxconn develops a large-language model. Shara Tibken hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Andy & DJ discuss tech stocks losing over $1 trillion over Chinese AI startup DeepSeek, the Colombian president's daughter telling President Trump, "for every Colombian deported, we will return a gringo', and companies scaling back on their DEI initiatives.