Podcasts about wedbush

Dan Skelly of Morgan Stanley Wealth Management examines whether the market needs broader participation beyond its recent winners and explains why rotation could be critical for the rally's next phase. FedEx provides an early read on the economy. Jonathan Chappell of Evercore analyzes what they signal for transportation demand, shipping activity and broader growth trends. Oue Leslie Picker reports on Apollo's decision to curb withdrawals, putting fresh attention on private markets and investor liquidity. Brent Thill of Jefferies tackles a key question for technology investors: are gains in Microsoft and Salesforce the start of a durable recovery or simply a short-lived bounce?=Matt Bryson of Wedbush reacts to Cerebras earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cullen Rogers, CIO of Wedbush Fund Advisors, explains why investors should rotate out of the “Magnificent Seven” and into emerging AI infrastructure plays. He highlights semiconductor bottlenecks in memory and advanced packaging, pointing to opportunities in Wedbush's AI Infrastructure Fund (IVEP). Rogers also pushes back on “AI bubble” concerns, arguing the market is underestimating long-term demand.======== 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

A SpaceX-Tesla merger may happen as soon as this year, according to comments from SpaceX President and COO Gwynne Shotwell during the company's June 12 IPO day. Speaking to CNBC as SpaceX began trading on the Nasdaq at a $1.75 trillion valuation, Shotwell said a merger between Elon Musk's two trillion-dollar companies "might make Elon's life a little easier" and pointed to a "convergence" in what SpaceX and Tesla are building toward.This episode breaks down what Gwynne Shotwell actually said about the SpaceX Tesla merger, why analysts think it's now closer than ever, and what it means for Tesla shareholders. Shotwell told CNBC there are "synergies between Tesla and SpaceX in our futures, definitely," while keeping her near-term focus on rockets, Starlink, and the ISS. The quote landed on the same day SpaceX's market cap opened above $2 trillion, putting it ahead of Tesla as the sixth most valuable US company, and the same day Elon Musk became the world's first trillionaire.The financial and operational ties between SpaceX and Tesla are already deep. Tesla invested $2 billion in xAI in January 2026, a stake that converted to nearly 19 million SpaceX shares when xAI merged into SpaceX in February. SpaceX has bought $697 million worth of Tesla Megapack energy storage and $131 million in Cybertrucks. The two companies jointly run Terafab, a $55 billion chip manufacturing project with Intel that will produce silicon for robotics and space. Total Tesla sales to SpaceX and xAI since 2023 are roughly $890 million.The most telling signal is in SpaceX's S-1 filing. Days before the IPO, SpaceX amended its risk factors to add: "We may issue a significant amount of equity in connection with future transactions." That language isn't necessary for small deals. It's the kind of disclosure that anticipates a merger the size of Tesla, which currently has a market cap of about $1.52 trillion.Wall Street is already pricing in the SpaceX Tesla merger thesis. Wedbush analyst Dan Ives puts the probability at 80-90% with a likely close in the first half of 2027 and calls a combined entity the "holy grail" for Musk's control of the AI ecosystem. Wolfe Research analyst Emmanuel Rosner says the IPO has turned the merger into a "core thesis" for many Tesla investors, citing stronger AI capabilities through xAI, expanded access to capital markets, and increased Musk voting control over the combined company. Musk already holds 85% voting power at SpaceX and roughly 13% of Tesla, which could climb to 25% if his November pay package targets hit.We cover what Gwynne Shotwell's IPO day comments actually mean, why the S-1 language is the strongest signal yet, what a combined SpaceX-Tesla company looks like under Elon Musk's voting control, how the Cursor acquisition and xAI absorption fit the same M&A pattern, and whether Tesla shareholders come out ahead in a stock-for-stock deal at current valuations.Keywords: SpaceX Tesla merger, Gwynne Shotwell, Elon Musk, SpaceX IPO, SPCX stock, Tesla stock, TSLA, xAI, $1.75 trillion valuation, Wedbush Dan Ives, Wolfe Research, Terafab, Musk trillionaire, AI M&A 2026, Tesla SpaceX synergies.

Netflix (NFLX) shares are trading near 52-week lows. Earlier this year, the streaming giant walked away from acquiring Warner Bros. Discovery (WBD) with Paramount Skydance's (PSKY) buying the company instead. Wedbush's Alicia Reese says it could be a good thing as it shows Netflix isn't willing to overspend in expanding content capabilities. She adds that Netflix "is the anchor" for streaming that drives engagement on other platforms like Roku Inc. (ROKU), which was recently acquired by Fox Corp. (FOXA). ======== 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

We discuss all the biggest headlines from Apple's big event with super analyst Dan Ives of Wedbush, Big Techology's Alex Kantrowitz and Capital Area Planning's Malcolm Ethridge. Plus, Space X is expected to begin trading at the end of the week. We drill down on how investors might be positioning ahead of that big IPO. And, Schwab's Liz Ann Sonders weighs in on today's market rebound. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does today's weakness in tech say about the market's potential next move? We discuss with Hightower's Stephanie Link, Fundstrat's Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple's upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush's Dan Ives. And, we tell you what's behind crypto's ugly week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today was a historic day on Wall Street, with all three major stock market averages closing at record highs for the first time this year. The Dow, S&P 500, and NASDAQ all saw significant gains, with the Dow popping 183 points to settle at 50,644. But despite the optimism, consumer confidence is at a record low, with the University of Michigan survey revealing that consumers have never felt worse about the economy. What's behind this disconnect between the stock market and consumer sentiment? Frank Mottek dives into the latest market trends and expert analysis. Our guest, Daniel Ives, managing director and senior equity research analyst at Wedbush, shares his insights on the AI revolution and its impact on the tech sector. We also discuss the latest developments in the Middle East, including the potential deal between the US and Iran, and its effects on the global economy. Additionally, we explore the ongoing closure of the Strait of Hormuz and its impact on oil prices and the economy. If you're looking for a deeper understanding of the current market trends and their implications for the economy, tune in to this episode to hear our expert analysis and insights.See omnystudio.com/listener for privacy information.

With the highly-anticipated debut of SpaceX on the US stock market around the corner, euphoria for Elon Musk’s rocket venture is drawing comparisons to Tesla's effect on electric-vehicle stocks. Dan Ives, Global Head: Technology at Wedbush Securities discusses more with Bloomberg's Tom Keene and Damian Sassower. See omnystudio.com/listener for privacy information.

VOV1 - Một tòa án liên bang Mỹ đã bác bỏ đơn kiện của tỷ phú Elon Musk đối với OpenAI và các lãnh đạo cấp cao của công ty này. Phán quyết không chỉ khép lại một cuộc đối đầu pháp lý đình đám trong giới công nghệ, mà còn làm dấy lên tranh luận lớn về tương lai của ngành trí tuệ nhân tạo (AI). Tỷ phú Elon Musk cáo buộc OpenAI phản bội sứ mệnh ban đầu là hoạt động phi lợi nhuận nhằm phục vụ lợi ích nhân loại trong lĩnh vực trí tuệ nhân tạo (AI). Bồi thẩm đoàn gồm 9 người kết luận rằng ông Elon Musk đã nộp đơn kiện quá muộn và không đáp ứng thời hạn pháp lý theo quy định. Kết luận mang tính tư vấn này được Thẩm phán Yvonne Gonzalez Rogers chấp nhận làm phán quyết chính thức của tòa.Vụ kiện liên quan đến tranh chấp xoay quanh định hướng phát triển của OpenAI. Ông Elon Musk là một trong những nhà đồng sáng lập OpenAI vào năm 2015 và từng đầu tư khoảng 38 triệu USD trong những năm đầu hoạt động. Trong đơn kiện, tỷ phú Elon Musk cho rằng Giám đốc điều hành Sam Altman cùng các cộng sự đã âm thầm chuyển hướng OpenAI sang mô hình vì lợi nhuận, trái với cam kết ban đầu về việc phát triển AI vì lợi ích cộng đồng. Tuy nhiên, phía OpenAI bác bỏ cáo buộc này và khẳng định chưa từng có cam kết rằng công ty sẽ duy trì mô hình phi lợi nhuận vĩnh viễn. Luật sư của OpenAI, ông William Savitt, cho rằng vụ kiện là nỗ lực nhằm cản trở sự phát triển của OpenAI và hỗ trợ cho xAI do tỷ phú Elon Musk thành lập năm 2023: “Ông Musk có thể đưa ra những tuyên bố của mình, và ông ấy có thể kể những câu chuyện của mình. Nhưng điều mà 9 thành viên của bồi thẩm đoàn này đã nhận thấy là những câu chuyện của ông ấy không phải sự thật. Và sự thật là OpenAI là một tổ chức phi lợi nhuận, hoạt động dựa trên sứ mệnh, và đã và sẽ tiếp tục trung thành với sứ mệnh đó như đã và đang làm.”Phản ứng trước phán quyết của tòa án liên bang Mỹ, Luật sư của tỷ phú Elon Musk, ông Steven Molo, cho biết phía nguyên đơn sẽ kháng cáo và cuộc đối đầu pháp lý với OpenAI “còn lâu mới kết thúc”: “Khi bạn có một công thức hoàn toàn mới cho các công ty khởi nghiệp. Bạn nhận tiền trợ cấp công khai dưới hình thức một tổ chức từ thiện. Khi tham vọng của bạn cần nhiều tiền hơn, bạn chỉ cần đưa tất cả lợi nhuận từ nguồn thu đó, trong trường hợp này là công nghệ, vào một bộ máy kinh doanh vì lợi nhuận, và các giám đốc và quan chức của tổ chức từ thiện sẽ được làm giàu lên hàng tỷ đô la. Đó là một công thức hoàn toàn mới cho Thung lũng Silicon.”Phiên tòa thu hút sự chú ý lớn của giới công nghệ khi có sự tham gia làm chứng nhiều lãnh đạo công nghệ hàng đầu. Dan Ives, một nhà phân tích tại Wedbush, cho biết phán quyết đã loại bỏ một trở ngại đáng kể đối với khả năng chào bán cổ phiếu lần đầu ra công chúng (IPO) của OpenAI, có thể định giá doanh nghiệp ở mức 1 nghìn tỷ đô la. Vụ kiện phản ánh cuộc cạnh tranh ngày càng gay gắt trong ngành AI. Giáo sư Stavros Gadinis, Trường Luật Berkeley, Mỹ, cho biết: “Đây là một cuộc đua và không thể tiến lên phía trước nếu thiếu khoản đầu tư lớn. Và đây là kiểu cuộc đua mà bạn hoặc là về nhất, có thể là nhì, hoặc là không tham gia. Một câu hỏi mà nhiều công ty sẽ phải đối mặt là đòi hỏi đầu tư vốn rất lớn, với rủi ro thảm họa rất cao, và với tốc độ phát triển mà chính phủ không thể kiểm soát.”Nhiều chuyên gia xem là một “vụ án bản lề” về việc AI nên phục vụ cộng đồng hay mục tiêu thương mại và sự thay đổi của OpenAI từ một tổ chức nghiên cứu sang một “gã khổng lồ” AI toàn cầu. Vụ kiện có thể mở đường cho mô hình phát triển mới của các công ty công nghệ AI khi khởi đầu với lý tưởng phi lợi nhuận để thu hút nhân tài, niềm tin xã hội và hỗ trợ nghiên cứu nhưng dần chuyển sang mô hình thương mại hóa để huy động vốn quy mô lớn./.Thiều Dương/Ban Thời sự VOV1Sau thất bại pháp lý của Elon Musk, OpenAI được cho là đang tăng tốc kế hoạch IPO nghìn tỉ USD

We discuss what's at stake from Apple's big report in Overtime with Alger's Dan Chung, Big Technology's Alex Kantrowitz and Wedbush's Dan Ives. Plus, one of the nation's top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen's numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tonight, on Trackside with Curt Cavin and Kevin Lee, they preview tomorrow and Wednesday’s Indy 500 open test. They also talk about Katherine Legge officially rounding out the entry list for the 110th Indianapolis 500. Legge will drive the #11 e.l.f. Cosmetics Chevrolet with A.J. Foyt Racing and HMD Motorsports. They also talk about the logistics of not having bumping this year and how it could’ve gone if there was bumping. They later talk about Ryan Hunter-Reay and Arrow McLaren getting assistance from Jimmie Johnson and Legacy Motor Club for the 500. They also talk about Dreyer & Reinbold Racing having a technical alliance with Rinus VeeKay and Juncos Hollinger Racing along with a Wedbush sponsor for VeeKay at the 500. They later talk about the reports of non-charted teams not being allowed to compete in events other than the Indy 500 for 2027. In the second segment, Curt and Kevin talk about the one-off Indy 500 entries this year consisting of Katherine Legge, Conor Daly, Jack Harvey, Ryan Hunter-Reay, Ed Carpenter, Jacob Abel, Takuma Sato, and Helio Castroneves. They also talk about the rookies competing in the Indy 500 this year consisting of Caio Collet, Dennis Hauger, Mick Schumacher, and Abel. To wrap up another edition of the show, Kevin talks about Linus Lundqvist returning to European racing.See omnystudio.com/listener for privacy information.

A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate's strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand and global growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An outperform rating from Wedbush wasn't enough to push Oracle (ORCL) higher on Friday's trading session. Marley Kayden walks investors through the analyst report and corners of its business she's watching after the company's 11% decline in stock price throughout 2026. Dan Deming offers an example options trade for Oracle. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Wedbush's Dan Ives remains confident the tech trade will accelerate and goes deeper into his firm's buy ratings like Palantir (PLTR), Microsoft (MSFT), and Tesla (TSLA). On the IPO front, Dan has high expectations for SpaceX and sees a tentative merger with Tesla (TSLA) on the radar for 2027. He later differentiates Anthropic and OpenAI, weighing the pros and cons of both chatbot business models. Dan expects cybersecurity firms like Palo Alto Networks (PANW) and CrowdStrike (CRWD) to rebound after being unfairly punished in the SaaS-pocalypse. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

It's not just Intel (INTC) earnings making moves in the tech sector, as Diane King Hall highlights TSMC's (TSM) record high run and Wedbush initiating an outperform rating for Oracle (ORCL). Turning to another corner of the market, Diane later discusses Procter & Gamble's (PG) earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Tensions with Iran continuing to flare and earnings season is starting to kick into high gear. So, what's at stake for the market's record run? We discuss with Wealth at Neuberger's Shannon Saccocia, iCapital Sonali Basak and BNY Wealth's Alicia Levine. Plus, Wedbush's Matt Bryson tells us what he is expecting from Intel's results in Overtime. And, Ed Yardeni from Yardeni Research tells us the one beaten-down sector he sees as a buying opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush believes Intel (INTC) shares may be priced to perfection as investors pile into the stock on bullish AI and foundry expectations. Marley Kayden previews the company's earnings after Thursday's closing bell and weighs it against valuations and growing optimism. Joe Tigay offers an example options trade for Intel. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dan Nathan interviews Wedbush's Dan Ives on “Okay, Computer.” about Tim Cook unexpectedly stepping down as Apple CEO (remaining chairman) ahead of WWDC, Apple's still-unclear AI strategy, and why Apple's installed base could make it a key “toll collector” for consumer AI via edge computing, services, and an AI-enabled App/agent ecosystem that may drive higher hardware memory needs and subscriptions. They discuss whether Apple's valuation can rerate if it proves AI success and argue the new CEO should be more acquisitive in AI/software/robotics. Ives says fears that Anthropic/OpenAI will “unseat” major SaaS incumbents are a false narrative, expecting AI monetization to improve as features bundle into core products and pricing models evolve. They preview earnings setups for Microsoft, Google, and Meta, and share Asia channel-check takeaways: strong AI hardware demand, a memory supercycle, and potential geopolitical supply-chain risks. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Semiconductors will continue to rally, argues Wedbush's Matthew Bryson, though the extent of the rally will vary from company to company. Even as the sector sees a growth slowdown compared to years prior, he names firms like Nvidia (NVDA) with many different arms in the AI industry as the long-term winners.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Shoot us a Text.Episode #1310: The market squeeze is real as affordability reshapes buying behavior across the board. Tesla feels the EV slowdown while Rivian pivots toward value, and new data shows Gen Z shoppers aren't impulsive, just taking their time.As costs stack up across the ownership lifecycle, automakers are getting real about affordability and how it affects product strategy, pricing, and what actually moves on the lot.Subaru is leaning into efficiency and practicality as gas prices rise. “We're not making V-8 engines…we've got four-cylinders, hybrids and electrics. when gas is getting up to $4 and $5, and those things that are sucking gas like crazy, that's not Subaru.” said marketing head Alan Bethke.That shift is showing up in shopper behavior, with Subaru seeing “a lot more movement on our lower trim levels” as buyers hunt for value.Across the board, consumers are trading down and prioritizing fuel economy, pushing brands to rethink mix and messaging.Even growth brands are leaning into affordability through electrification—Kia reported hybrid sales up 73% as buyers look for cost relief at the pump.At Stellantis, CEO Antonio Filosa is tying their turnaround directly to demand alignment: the strategy is working by “delivering the products our customers want and love.Tesla's Q1 deliveries came in lighter than expected with U.S. deliveries estimated down 4.6%, showing continued pressure on EV demand as incentives fade and global performance varies.Tesla delivered 358,023 vehicles globally, missing expectations and marking its weakest quarter in a year despite a 6.3% YoY increase.Rivian offered a contrast, with deliveries up 20% year-over-year—but that growth comes off a weaker base and still represents just over 10,000 units for the quarter.Rivian is holding steady on its 2026 outlook (62K–67K units) and launching its lower-priced R2, signaling a clear shift toward more accessible EVs.Wedbush's Dan Ives called Tesla's results “underwhelming,” but “not a shock…given the current EV backdrop,” as the company bets on future plays like robotaxis and AI.New data shows younger buyers aren't rushing purchases. They're researching more, delaying decisions, and blending online and in-store shopping in ways that challenge old assumptions.Half of Gen Z shoppers sit on purchases for two+ days, more than double the rate of boomers, signaling a longer, more deliberate buying cycle.Only 40% of shoppers come in knowing what they want—most are browsing, comparing, and figuring it out in real time.Even digital-first buyers aren't fully online—53% of Gen Z still go in-store to browse before buying.Despite the hesitation, younger buyers are more willing to spend long-term, with Gen Z and millennials 50% more likely to increase spending in the future.“Marketers can no longer rely on broad assumptions…brands must…out-maneuvJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Wedbush downgraded The Trade Desk (TTD) to underperform even after reports signaled a potential partnership between it and OpenAI. Rick Ducat takes investors through his key support levels to keep in mind if prices face steeper pressure — and resistance levels if a rebound shapes up. He later offers an example options trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Gap Inc. (GAP) missed on its top and bottom line, causing shares to fall 10% at the opening bell. CFRA turned bullish on Netflix (NFLX) with its upgrade while Wedbush turned bearish on the Trade Desk (TTD) with a downgrade. Diane King Hall walks investors through the top stock stories to start the final trading day of a volatile week. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level. Dan sees software companies like Palantir (PLTR), Microsoft (MSFT), Salesforce (CRM), and CrowdStrike (CRWD) trading far below their real value after taking beatings from the SaaS-pocalypse. Dan adds that Nvidia's (NVDA) chips are keeping the U.S. in the lead against China for tech innovation. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwinds. Plus, what President Trump said, and didn't say, in his State of The Union address. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cullen Rogers of Wedbush discusses the launch of their “Return on Leadership” U.S. Large Cap ETF (EXEQ). He explains the strategy behind the fund and how they find companies with “superior leadership.” AI is a key component because it helps crunch the language of earnings calls and other corporate communications. Top holdings include Steel Dynamics (STLD), GE Aerospace (GE), and PulteGroup (PHM).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI's influence, disruptive technologies, and tech stocks like Microsoft, Meta, and Nvidia. They also cover Ives' diversified roles including his tech research, crypto investments, and his eponymous ETF. The conversation touches on AI's impact on tech and software sectors, the rise of financial services utilizing AI, and the broader implications for future investments and market behavior. Show Notes He's Wall Street's Biggest Showman. Should You Trust Him? (Barron's) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Wedbush's Scott Devitt is constructive when it comes to Uber Technologies' (UBER) short-term potential. It's Uber's long road toward uncertainty where he's not confident. Scott points to autonomous driving technology and rising competition in the industry from Alphabet's (GOOGL) Waymo and Tesla (TSLA) as major headwinds. Tom White offers an example options trade for Uber. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Apple's stock has been a big disappointment lately – so what's at stake for its report in Overtime? Alger's Ankur Crawford, Wedbush's Dan Ives and Big Technology's Alex Kantrowitz tell us what they're expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company's bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

22 Jan 2026. Ras Al Khaimah Airports has passed the one-million passenger mark in 2025, we go through the numbers and what’s driving growth with the CEO. Plus, earnings season continues with full-year results from the CFO of Commercial Bank of Dubai. And as the World Economic Forum gets underway in Davos, Wedbush’s Dan Ives weighs in on the key themes shaping global markets and technology in 2026.See omnystudio.com/listener for privacy information.

Carson Group's Ryan Detrick joins to discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president's new affordability push, including as Bernstein's Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI's move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush's Scott Devitt has a neutral rating on Uber Technologies (UBER) and an underperform on Lyft Inc. (LYFT). The reason? Autonomous driving. Scott labels the evolving technology as a high uncertainty factor to both companies' growth, especially with Tesla (TSLA) also seeking to use robotaxi as its key growth driver. Tom White offers an example options trade for Uber. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

David Zervos of Jefferies digs into the news that the DOJ has opened a probe into Fed Chair Powell and the market reaction. Omar Aguilar, CEO and CIO of Schwab Asset Management, talks the broader market landscape. Steve Biggar of Argus talks a potential cap on credit card interest rates and bank earnings. Apple's uneven start to the year and its push into AI, with Dan Ives of Wedbush explaining why this is a pivotal year for Tim Cook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush's Mathew Bryson sees high demand and low supply offering a long runway for memory chip companies like Micron (MU) and SanDisk (SNDK). Even after both companies experienced massive rallies, he sees the price as justified so long as earnings accelerate. Morningstar's William Kerwin doesn't agree, with his firm having a sell rating on both memory chip stocks. While he agrees on AI infrastructure buildout serving as a leg for a bullish thesis, an elongated timeline for it all to come online will hinder earnings momentum. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

It's no secret that Dan Ives is one of Wall Street's biggest tech bulls. Wedbush launched an ETF in June that focuses on Dan's AI research, and investors already saw a 25% return on investment since the launch. Cullen Rogers how AI's "age of monetization" plays a centric role in how Wedbush manages the IVES ETF. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Wedbush's Matthew Bryson is impressed with how Nvidia (NVDA) shares closed 2025 amid a slew of AI headwinds. When it comes to possible catalysts, he tells investors to watch for any headlines surrounding China sales. When it comes to rising competition from other Mag 7 giants like Alphabet (GOOGL), Matthew weighs how big a threat it poses to Nvidia. He later offers his expectations for chipmaking peers like AMD Inc. (AMD)======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tuesdays deep dives is going to be more of what you'll see in 2026. The beginning of this gives you an idea of how I'll look at opportunities, but it will be for paid members on Substack. I also held my first OFFICE HOURS session on Substack Live today which had minor attendance so it's like a 1 on 1 with me. It's pretty much an AMA and will happen twice a week. https://dailystockpick.substack.com/THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 65% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Matthew Bryson with Wedbush says Micron's (MU) earnings will be all about the guidance. He believes price increases in dRAM and demand for storage chips will open a wide runway for Micron's growth. The biggest uncertainty for Matthew lies in the data center outlook, as a demand pullback can hit Micron. Tom White offers an example options trade for the A.I. chipmaker ahead of the company's earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

The low P/E stocks our strategist says will benefit from the rotation. It's ‘Game of Thrones'  for the media stocks, and Wedbush's Dan Ives says 2026 will be a ‘Monster Year' for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The low P/E stocks our strategist says will benefit from the rotation. It's ‘Game of Thrones'  for the media stocks, and Wedbush's Dan Ives says 2026 will be a ‘Monster Year' for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush's Dan Ives reiterated his buy rating and price target for Tesla (TSLA) and sees a $2 trillion market cap by 2026. A $3 trillion range is something Dan believes is in the crosshairs if it can really turn the page on its "A.I. chapter." Marley Kayden explains how the company's recent autonomous driving headlines add to Ives' thesis. Prosper Trading Academy's Charles Moon offers an example options trade for the Mag 7 stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Wedbush sees more upside for Micron (MU). Diane King Hall talks about the analyst note which points to accelerating dRAM pricing paving a path for the stock to hit $300. Texas Instruments (TXN) saw very different treatment after Goldman Sachs double downgraded the stock to sell from buy after adjusting expectations on the A.I. chip space. Intel (INTC) captured headlines with its $1.6 billion deal to buy SambaNova. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

CFRA's Garrett Nelson makes the argument that valuations continue to remain too high for Tesla (TSLA) with the stock hinging on A.I. and autonomous driving. He makes the case for CFRA's sell rating and $325 price target for Tesla as Wedbush's Dan Ives maintains his buy and $600 target. Karl Brauer believes the company can deliver on Elon Musk's vision for the future. However, Musk taking the steering wheel is something Karl sees as critical to drive Tesla's bullish expectations. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock's Rick Rieder weighs in on the market, rates and the Fed's next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's not secret Dan Ives is a tech bull, though he sees even more upside from his previous price target on Apple (AAPL). The Wedbush analysts now sees $350 in the cards for the Mag 7 stock, up from $320. Rick Ducat takes traders through his technical analysis for the stock while Tom White offers an example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Wedbush analyst Dan Ives views Nvidia (NVDA) as "the foundation for the AI Revolution," with "the Godfather of AI Jensen having the best perch and vantage point to discuss overall enterprise AI demand and appetite for Nvidia's AI chips looking forward. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Wedbush upgraded Carvana (CVNA) to outperform from neutral and raised its price target to $400. The firm sees limited downside risk and improving financials. George Tsilis talks about how Carvana added fuel to its balance sheet which reversed course toward financial ruin. Prosper Trading Academy's Charles Moon takes investors through his example options trade for Carvana. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Alphabet (GOOGL) passed Microsoft (MSFT) in market cap to become the third largest company on the stock market. Diane King Hall talks about the NATO and Google Cloud deal sending shares soaring on Monday's opening bell. Sticking with the Mag 7, Diane touches on Tesla's (TSLA) rally after Elon Musk touted the company's A.I. chip business. Carvana (CVNA) accelerated to the upside thanks to an upgrade from Wedbush. ======== 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 Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the heels of new, hawkish comments out of one FOMC voting member top of the hour. Market veteran Mohamed El-Erian gave his take - in addition to Apollo Chief Economist Torsten Slok. Plus: is the tech sell-off overdone - or is there more pain to come? Longtime tech bull, Wedbush's Dan Ives, joined the team with his reasons to buy here.  Also in focus: the retail wrap-up - from Walmart's CEO retiring after more than a decade at the helm (including who's taking the reins and what it means for shareholders) and more on the shock end, effective immediately, to Under Armour's partnership with Stephen Curry... Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Nathan hosts Dan Ives, Global Head of Tech Research at Wedbush, on the Risk Reversal Podcast. They discuss Ives' new AI innovation ETF, its dynamic components, and investor skepticism. Ives addresses his recent appointment as chairman of a crypto treasury company tied to Worldcoin, emphasizing future authentication technology. The conversation also covers Tesla's potential in robotics and autonomous driving, with Ives expressing cautious optimism. They delve into Google's AI advancements impacting its legal battles and analyze the mixed performance of major tech stocks. Ives highlights the importance of focusing on data and long-term investment opportunities amidst market noise. Show Notes What The Hell Is Cloud? (YouTube) Dan Ives Clothing Collab —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media