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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
The S&P 500 is on the rise, as a rally in Oracle lifts investors' hopes and boosted the big tech sector. We'll speak to Wall Street titans Mario Gabelli and Mike Novogratz about where and how to invest right now.
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.
In this episode of Market Bites, the team discusses Nvidia's upcoming earnings report, exploring the company's market position, competition, and the potential impact of its results on the tech sector. They analyse historical performance, investor sentiment, and trading strategies, emphasizing the significance of Nvidia's role in the AI revolution and its influence on broader market trends.
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
Today's Full Court Finance at Zacks dives into two growth tech stocks—Intuit Inc. (INTU) and Wix.com Ltd. (WIX)—that could be poised to break out and surge into new trading ranges if their earnings results and guidance impress Wall Street. (0:20) - Stock Market Update: Everything You Need To Know For The New Bull Market (5:15) - Top Growth Tech Stocks To Keep On Your Watchlist: INTU, WIX (15:45) - Episode Roundup: Podcast@Zacks.com
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
welcome to wall-e's tech briefing for tuesday, may 13! explore today's top tech discussions: microsoft build conference preview: microsoft prepares to unveil advancements in ai during their annual build conference, with potential reveals of new copilot functionalities and "maia 2" ai accelerator in collaboration with marvell. google i/o 2025 anticipation: upcoming announcements focused on google's ai initiatives, featuring the gemini model family and insights from deepmind's ceo on project astra and ai integration. u.s. tech stocks rally: a pause in u.s.-china trade tariffs boosts tech stocks, with apple, tesla, and amazon showing pre-market gains. tesla's robotaxi scrutiny: federal investigation into tesla's full self-driving software amid plans to expand its ride-hailing service, potentially affecting autonomous vehicle adoption. google's gemma ai milestone: gemma ai models surpass 150 million downloads, trailing behind meta's llama, highlighting demand for advanced ai models despite licensing issues. stay tuned for tomorrow's tech updates!
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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.
We begin with Arthur Sants and Dan Jones discussing the Apple antitrust issue, the iPhone manufacturer's role in Alphabet's share price fall and Google's place in the search engine world.Michael Fahy, author of this week's Big Read on the future of aviation, up next. He explains some of the developments in the industry, the top players, and what companies may be under threat by the arrival of more modern aviation and fuel sources. Valeria Martinez then covers Mobico's school bus fleet sale. The deal has been in the making for a while and aimed to reduce the company's debt, but the agreement has since led to a significant share price drop. Valeria lays out its current debt situation, why investors are concerned and more. Timestamps 1:17 Apple & Alphabet20:50 The future of aviation34:38 Mobico Hosted on Acast. See acast.com/privacy for more information.
We review the top Tech Stocks to buy right now according to CFRA and Mark Mahaney of Evercore. We also show you how you can retire as a multi-millionaire, and review how to build a model 60/40 investment portfolio.
On today's podcast: 1) Microsoft Corp. shares jumped after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence. 2) Meta Platforms Inc. quelled Wall Street concerns about the impact of the Trump administration’s trade war on advertising sales, reporting first-quarter revenue that beat expectations and forecasting additional spending. 3) The US and Ukraine reached a deal over access to the country’s natural resources, offering a measure of assurance to officials in Kyiv who had feared that President Donald Trump would pull back his support in peace talks with Russia.See omnystudio.com/listener for privacy information.
The Aussie market had a quiet start to May, trading in a tight range but holding above the key 8,100-point level. Tech stocks led gains, lifted by strong earnings from Microsoft and Meta, while data centre firms like HMC Capital and DigiCo surged on AI-related investment news. In contrast, energy and materials dragged due to falling oil prices and BHP’s decline. Looking ahead, investors are eyeing US earnings from Apple and Amazon, local retail sales, and producer price data. 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.
The stance may be softening in the trade war between China and the United States. Last week US President Trump said the initial 145 percent tariffs wouldn't actually be that high. China appears to now be mulling their imposed tariffs. Greg Smiths of Devon Funs Management talks to Mike Hosking about the developments, the trade war's impact on the US economy and the good news for US tech stocks. LISTEN ABOVE. See omnystudio.com/listener for privacy information.
This ABCD roundup explores whether Bitcoin is starting to trade like a tech stock, especially as correlations with broader equity markets and macro trends grow more pronounced. We dive deep into the AI funding frenzy that's continuing to heat up in early 2025, with billion-dollar rounds from Anthropic, OpenAI, SandboxAQ, and others driving a wave of innovation across infrastructure, healthcare, and defense. We also unpack UPEXI's intriguing new strategy—leveraging the Solana blockchain to mirror MicroStrategy's digital asset playbook. It's a fascinating move that signals broader institutional experimentation in crypto. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
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A down market is a staircase - not a slide. Be careful, but there are some opportunities out there. Is Bitcoin catching up to gold? Get the Top 10 stocks of 2025 from Seeking AlphaTRENDSPIDER EASTER SALE - SAVE ALMOST 40%Click this link - Then email me at dailystockpick3@gmail.com and I'll send you the welcome letter with everything to import to your setup with any annual plan 1. Not to worry anyone, but 4 out of 11 times the Dow has been down in history have happened in the last 2 months. 2. What factors are concerning3. Should you buy now? 4. 200 day moving average - here's a scanner because 75 % of stocks are now under that key average5. Trump DOJ taking on big tech 6. The world is beating the US 7. $AMZN - it's just cheap 8. $FSLR - is this the time to buy with tariffs? 9. $NVDA under $10010. $META under $50011. $TSLA earnings12. Mag 7 earnings preview13. Crypto - is Bitcoin catching Gold? TRENDSPIDER SALE - best offer available -https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here.FREE NEWSLETTER WITH CHARTS - subscribe at DAILYSTOCKPICK.SUBSTACK.COM
Most Americans are unaware of how their 401k investments are distributed, often resulting in over-investment in tech stocks. Abe Abich discusses why it's crucial to review your holdings, diversify, and develop a comprehensive plan to create a balanced portfolio. He explains that focusing on long-term goals and global diversification can help manage volatility and protect your retirement savings. Abe also highlights that when you reach the age of 59 and a half, you have the option to roll over your 401k into an IRA for more investment choices. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.This isn't just another market update — this is a full-on survival guide for traders caught in today's volatility storm. In this special episode, we're breaking down what's really going on behind the chaos — from Nvidia's massive drop to the golden toilet-sized influence of geopolitical headlines.Joining us is Brett Kidwell, investment analyst at eToro and former financial journalist with features in CNBC, Bloomberg, and Forbes. Brett pulls back the curtain on what everyday investors are actually doing — and shares real data on who's buying the dip, who's staying in cash, and how most traders get destroyed by ignoring one rule:
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
SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, April 16th -- About the Show: MRKT Call is a daily video series with CNBC Fast Money's Guy Adami and Dan Nathan. They're offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. We provide you with up to date technical analysis on the stock market's top names. We also take a look at the S&P 500, NASDAQ 100 and provide actionable information on commodities and treasuries. #investing #stocks #stockmarket Stream MRKT Call every day live on YouTube or catch up on the show after. We're here every day markets are open and hope you will be too. Hit that subscribe button and turn on notifications so that you never miss a bet! -SUBSCRIBE: https://www.youtube.com/riskreversalmedia?sub_confirmation=1 Can't join MRKT Call live on YouTube? No problem, you know we have you covered. Take us on the go with your preferred podcast platform of choice! -APPLE PODCASTS: https://apple.co/3DCUo9a -FOLLOW MRKT Call on Twitter: https://twitter.com/MRKTCall -SIGN UP for Worth Charting: https://www.worthcharting.com/ You can even listen to MRKT Call on your smart speakers! Simply say "Alexa, play the latest episode of MRKT Call podcast" or "Hey Google, play the latest episode of MRKT Call podcast." The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
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Why don’t we have any idea what the deals are that the President says he’s after?
Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants. Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI. Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future. TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications. Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility. AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
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?
Tracey Ryniec, Zacks Senior Stock Strategist, looks at ServiceNow, Palantir, and Palo Alto Networks. Are they deals? (0:30) - Are There Any Tech Stocks To Consider Buying During The Market Sell-off? (2:30) - Tracey's Top Stock Picks For Your Watchlist (22:45) - Episode Roundup: NOW, PLTR, PANW
New tariff policies caused a market selloff led by tech stocks, Microsoft. has reevaluated its global data center development plans, and Amazon announced the upcoming launch of its Project Kuiper space internet service. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of thisContinue reading "New Tariff Policies Caused A Market Selloff Led By Tech Stocks – DTH"
Analysts are warning of increased risk of recession in the United States, and major economies like China and the European Union have threatened to retaliate. New Zealand's trade and foreign ministers say we've got the best outcome possible, but officials are still working out what it all means. Economists say the message for Kiwis is not to panic. Political reporter Russell Palmer has more. Trade Minister Todd McClay spoke to Lisa Owen.
Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Rob highlights StubHub's upcoming IPO driven by high demand for live events, More on Pints and Portfolios Saturday March 29th at 12pm in San Rafael
Our Eamon Javers reports on Trump's auto tariffs announcement. Kevin Gordon of Charles Schwab and Adam Crisafulli of Vital Knowledge break down the current state of the market. Kristina Partsinevelos analyzes weakness in semiconductor stocks. JPMorgan's David Kelly shares his market outlook, while Invitation Homes CEO Dallas Tanner discusses the impact of tariffs on housing and mortgage demand. Plus, Phil LeBeau reports on Hyundai's new EV plant amid growing U.S.-Korea trade tensions, and Forethought CEO Deon Nicholas talks AI advancements in customer support.
Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Dan Nathan welcomes Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, back to the RiskReversal Podcast. They discuss major shifts in the stock market, comparing today's landscape with the dot-com bubble of 2000. Key topics include recent significant corrections in major tech stocks like Meta, Netflix, and Google, and the long-term investment opportunities these dislocations might present. Mark shares his investment strategy focusing on high-quality companies, the evolving internet landscape, and regulatory impacts on tech giants. The conversation also touches on the future of tech investments, the role of capital expenditures, and Uber's potential in the autonomous vehicle market. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
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
In this week’s Marketplace “Tech Bytes: Week in Review,” TSMC announced it's investing an additional $100 billion to make chips in the U.S. Plus, a co-founder of the social media platform Reddit joins a bid to buy TikTok. But first, let’s talk about the stock market. A number of tech companies watched their stocks sink this week, when new tariffs on China, Mexico and Canada were put in place. That volatility continued when President Donald Trump backtracked on the policy, at least temporarily. Marketplace’s Stephanie Hughes spoke with Natasha Mascarenhas, reporter at The Information, to unpack these stories and more.
In this week’s Marketplace “Tech Bytes: Week in Review,” TSMC announced it's investing an additional $100 billion to make chips in the U.S. Plus, a co-founder of the social media platform Reddit joins a bid to buy TikTok. But first, let’s talk about the stock market. A number of tech companies watched their stocks sink this week, when new tariffs on China, Mexico and Canada were put in place. That volatility continued when President Donald Trump backtracked on the policy, at least temporarily. Marketplace’s Stephanie Hughes spoke with Natasha Mascarenhas, reporter at The Information, to unpack these stories and more.
Jim and Jeff discuss the pullback in the tech trade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer
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.