Schwab Network
Episodes
Friday's Final Takeaways: Semis, Software & Travel Lead Market's Record Rally
17 Apr 2026
Contributed by Lukas
Marley Kayden closes out the week with her final takeaways by examining some of the biggest winners on Friday. Both software and hardware stocks gave ...
From Office Bust to A.I. Demand: A New Trade in Commercial Real Estate
17 Apr 2026
Contributed by Lukas
Barry DiRaimondo, CEO of SteelWave, discusses how collapsing office valuations on the West Coast are creating opportunity through asset repurposing. H...
Crit Thomas on the Bull Market and the Next Phase of AI Growth
17 Apr 2026
Contributed by Lukas
Crit Thomas says the bull market remains intact as strong U.S. growth, capital spending, and a supportive Fed backdrop push equities higher. He sees a...
AEVEX Debuts as Autonomous Systems Take Center Stage in Defense
17 Apr 2026
Contributed by Lukas
Roger Wells, CEO of AEVEX (AVEX), discusses the company’s strong NYSE debut and plans to scale autonomous drone systems for modern warfare. He expla...
Charts to Watch: PHM, OXY, LMT
17 Apr 2026
Contributed by Lukas
Rick Ducat turns to stocks he sees at "inflection points" for Friday's Charts to Watch. His three picks today: PulteGroup (PHM), Occiden...
Faith‑Based Investing Meets Earnings Growth and Portfolio Discipline
17 Apr 2026
Contributed by Lukas
Steve Nelson, CEO of Faith Investor Services, discusses how ethical investing can align with strong revenue and earnings growth despite global uncerta...
'Bottom is In:' Jason Ware's Bullish Mag 7 Case
17 Apr 2026
Contributed by Lukas
With earnings growth projected to continue and the U.S.-Iran War seemingly cooling down, Jason Ware has high expectations for Big Tech ahead. Recent s...
From Fuel Costs to Fees: The Risks Facing Global Airlines
17 Apr 2026
Contributed by Lukas
Meghna Maharishi and Brett Snyder break down mounting pressures in the airline industry as premium travel demand remains strong amid operational and e...
How AI Is Rewriting the Startup Growth Playbook
17 Apr 2026
Contributed by Lukas
Art Levy explains how startups are using artificial intelligence to accelerate growth, improve efficiency, and raise capital faster than peers. He hig...
Ca$htag$: MSFT Undervalued, Web Visits & Software Suite Show Strength
17 Apr 2026
Contributed by Lukas
Megan Brantley of LikeFolio believes Microsoft (MSFT) is majorly undervalued when turning to her firm's data, which shows a significant increase i...
Netflix Earnings Beat, Guidance and Strategy Raise Questions
17 Apr 2026
Contributed by Lukas
Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of...
Semiconductor Surge to Continue? Matthew Bryson Talks NVDA & Sector Success
17 Apr 2026
Contributed by Lukas
Semiconductors will continue to rally, argues Wedbush's Matthew Bryson, though the extent of the rally will vary from company to company. Even as ...
Ed Siddell on Geopolitics, Precious Metals, and Energy Demand
17 Apr 2026
Contributed by Lukas
Ed Siddell, President and CIO of EGSI Financial, warns that the market’s hockey‑stick rally remains vulnerable to geopolitical uncertainty in the ...
The Big 3: LUNR, PL, XPO
17 Apr 2026
Contributed by Lukas
Tim Bohen sticks with his bull case on the space race. He sees promise for Intuitive Machines (LUNR) and Planet Labs (PL) as space technology develops...
NVDA Breaks Through $200 Again: What AI Giant Needs for Deeper Rally
17 Apr 2026
Contributed by Lukas
Nvidia (NVDA) shares moved back above $200 for the first time since November. John Belton still sees the brains behind much of the AI trade as one tha...
NFLX Beats, Sees Guidance Slump: Likely Revenue Decline Dials Down Bull Run
17 Apr 2026
Contributed by Lukas
Netflix (NFLX) sold off after earnings due in large part to its second quarter guidance. Jenny Horne takes a closer look into the streaming giant'...
Fixed Income Strategies as U.S.-Iran Volatility Wanes
17 Apr 2026
Contributed by Lukas
Expect longer-term yields to stay elevated, says Charles Schwab's Cooper Howard. He looks at both the headwinds and tailwinds he sees in the bond mark...
Detrick: Rally Foundations Intact Despite Iran Volatility
17 Apr 2026
Contributed by Lukas
Ryan Detrick explains why the recent volatility was a rapid reset rather than the start of a bear market. He highlights a rare surge in momentum, stab...
KG Gauges Path to Crude Oil "Equilibrium" in Recent Price Plunge
17 Apr 2026
Contributed by Lukas
Crude oil is back to levels just above $80 after Iranian headlines pointed to the Strait of Hormuz being "completely open." However, Kevin G...
Friday's Morning Movers: AA Earnings, NXPI Double Downgrade, AFRM Top Pick
17 Apr 2026
Contributed by Lukas
Headlines out of Iran that the Strait of Hormuz is "completely open" sent stocks mostly soaring following the opening bell. Jeff Pierce poin...
Why Falling Volatility May Be a Warning Sign for Inflation Risk
17 Apr 2026
Contributed by Lukas
Nancy Davis warns that market optimism may be masking persistent inflation risk and shifting Federal Reserve dynamics. She explains why the cost of pr...
Mike Willis on Bitcoin, Regulation, and the Institutional Crypto Wave
17 Apr 2026
Contributed by Lukas
Mike Willis, CEO of Cyber Hornet ETFs, discusses Bitcoin’s recent move higher while warning that a deeper pullback could set the stage for a much la...
Strait of Hormuz "Completely Open:" Uncertainty Unwind Lifts Stock Market
17 Apr 2026
Contributed by Lukas
The U.S. and Iran have made ground in peace talks, with reports out of Iran says the Strait of Hormuz is now "completely open." Keivn Hincks...
Options Corner: IGV ETF Amid Cooling SaaS-pocalypse
17 Apr 2026
Contributed by Lukas
The software corner of the tech trade has been battered over fears that AI will turn many companies obsolete. That changed recently as software rallie...
Earnings Growth, Jobs Resiliency & NVDA Make Wayne Kaufman "Super Bullish"
17 Apr 2026
Contributed by Lukas
Wayne Kaufman is "super bullish" on current stock market conditions, projecting a sixth quarter in a row of double digit growth this earning...
Crude's Clash with Treasuries & Strait of Hormuz Impact on "Demand Destruction"
17 Apr 2026
Contributed by Lukas
Dustin Reid talks about treasury yields and trends he found through volatility during the U.S.-Iran War. He also measures the bond market against crud...
Chart of the Day: AFRM
17 Apr 2026
Contributed by Lukas
Affirm (AFRM) experienced an interesting two-day consolidation period that led to further upside in shares, says Brett Crowther of Charles Schwab. He ...
Crude Oil's Critical Level & NFLX Earnings Sell-Off Take Friday's Attention
17 Apr 2026
Contributed by Lukas
Crude oil needs to slide below $84.37 for a sustained downtrend in prices to continue, says Kevin Green. He walks investors through the technicals and...
Crypto Corner: BTC, ETH Iran Resiliency & Kevin Warsh's Crypto Holdings
16 Apr 2026
Contributed by Lukas
Both Bitcoin and Ethereum demonstrated impressive resiliency in the U.S.-Iran War, says Adam Lynch with Charles Schwab. He turns to technical analysis...
Thursday's Final Takeaways: LYV Labeled Monopoly & Jobs Resilience
16 Apr 2026
Contributed by Lukas
A jury found that Live Nation (LYV) operated an illegal monopoly, while jobless claims showed continuing resilience in the jobs market. Marley Kayden ...
Glen Sussman on Crypto, Real‑Time Settlement, and Market Modernization
16 Apr 2026
Contributed by Lukas
Glen Sussman, CEO of Tassat Group, explains how the 24/7 nature of digital asset markets is forcing a modernization of traditional financial infrastru...
Market Overtime: Sal Mercogliano on Strait of Hormuz Disruptions
16 Apr 2026
Contributed by Lukas
Sal Mercogliano, maritime historian at Campbell University and host of "What's Going on With Shipping," offers his experience to investo...
Insurance M&A Defies Market Volatility as Valuations Hold Firm
16 Apr 2026
Contributed by Lukas
Steven Nigro explains why insurance M&A activity remains resilient even as broader financial stocks struggle. He breaks down steady valuations dri...
GasBuddy Talks Strait of Hormuz Current & Future Gasoline Disruptions
16 Apr 2026
Contributed by Lukas
Americans have spent more than $15 billion more at gas pumps than they did prior to the U.S.-Iran War, says GasBuddy's Patrick DeHaan. That said, ...
NVDA "First $10T Company?" AI's Industrial Growth Offers Long-Term Bull Case
16 Apr 2026
Contributed by Lukas
"AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI in...
Bob Doll on Market Resilience, Tech Rotation, and Valuation Risk
16 Apr 2026
Contributed by Lukas
Bob Doll explains why U.S. equities continue to hit record highs despite elevated oil prices and geopolitical risks. He discusses shifting leadership ...
LYV Found Liable in Illegal Monopoly: What Happens Next for Music Industry?
16 Apr 2026
Contributed by Lukas
A jury found that Live Nation (LYV) operated an illegal monopoly through its ticket selling business. David Schulhof talks about the tentative fallout...
Andy Baehr on Bitcoin's Growing "Safety Asset" Role & Tokenization Trends
16 Apr 2026
Contributed by Lukas
Andy Baehr returns to the Watch List to talk about Bitcoin's resiliency in the face of geopolitical volatility. As the digital asset trades around...
Fred Voccola on AI’s Role in Revitalizing the Skilled Trades
16 Apr 2026
Contributed by Lukas
Fred Voccola, CEO of Simpro Group, explains how artificial intelligence is transforming the U.S. trades by boosting productivity and profitability rat...
Ca$htag$: Is Netflix’s Stock Running Ahead of Its Consumers?
16 Apr 2026
Contributed by Lukas
LikeFolio's Landon Swan highlights a growing disconnect between Netflix’s (NFLX) surging stock price and weakening consumer engagement data. Whi...
PepsiCo Earnings Spotlight the Shift From Pricing to Volume Growth
16 Apr 2026
Contributed by Lukas
Phil Kafarakis, President & CEO of IFMA The Food Away from Home Association, and CFRA's Garrett Nelson break down PepsiCo’s (PEP) earnings b...
BIRD Dives After 600% AI Pivot Rally: David Trainer Calls Decision "Wild Hail Mary"
16 Apr 2026
Contributed by Lukas
Allbirds (BIRD) soared 600% on Wednesday's trading session after making a heel turn from sneakers and into AI infrastructure. David Trainer of New...
The Big 3: PFE, V, SYF
16 Apr 2026
Contributed by Lukas
Dan Deming is impressed with the sharp stock market rally to all-time highs, though he urges caution for a potential stall in the price action. For to...
Navigating All‑Time Highs With Earnings Momentum and Buffers
16 Apr 2026
Contributed by Lukas
David Wagner explains why the S&P 500 (SPX) continues to push toward record highs, supported by resilient domestic earnings and a strong U.S. cons...
NFLX Earnings Test Growth Drivers After Merger Noise Fades
16 Apr 2026
Contributed by Lukas
Kenneth Leon previews Netflix (NFLX) earnings as investors refocus on fundamentals following the company’s decision to move on from merger speculati...
Ways TSM Maintains AI Dominance Beyond Earnings
16 Apr 2026
Contributed by Lukas
After TSMC (TSM) posts a fourth straight quarter of record revenue, Marley Kayden takes a closer look into the company's foundry business to see w...
Tech Dominates SPX Record Run: What Does Rally Need to Sustain?
16 Apr 2026
Contributed by Lukas
The astounding recovery in the S&P 500 (SPX) is something Liz Ann Sonders attributes to short-term money entering the market entering a "very...
Jim Masturzo on Dollar Weakness, AI Hype, and Global Opportunity
16 Apr 2026
Contributed by Lukas
Jim Masturzo explains why the U.S. dollar is losing its safe‑haven appeal as geopolitical tensions ease, opening the door for international markets....
SPX & NDX Test Record Highs in Market Gyration & Examining Jobless Claims
16 Apr 2026
Contributed by Lukas
The S&P 500 (SPX) slipped into red territory soon after the trading session began, something Kevin Green is watching in what has been a tech-led r...
Jeff Weniger on the Strength Behind the Market’s V‑Shaped Recovery
16 Apr 2026
Contributed by Lukas
Jeff Weniger argues the recent V‑shaped market recovery still has room to run and cautions against fading the rally. He points to rotation into fina...
Earnings Strength Keeps U.S. Markets Resilient Despite Volatility
16 Apr 2026
Contributed by Lukas
Glenn Dorsey explains why U.S. equities remain resilient despite geopolitical volatility and recent market swings. He highlights sustained double‑di...
Thursday's Morning Movers: OKTA Upgrade, PYPL & FLUT Downgrades
16 Apr 2026
Contributed by Lukas
Raymond James sees more growth opportunities ahead for Okta Inc. (OKTA), according to the firm's latest upgrade on the company. Diane King Hall ad...
Start of Earnings Season Sets Tone for Mag 7 & Stock Market's Record Run
16 Apr 2026
Contributed by Lukas
Jobless claims coming in slightly under Wall Street estimates add to Kevin Hincks's perspective that markets will remain resilient despite trading...
Chart of the Day: TSLA Revs Up Rebound
16 Apr 2026
Contributed by Lukas
Tesla (TSLA) shares moved in a long downward channel for months, though a recent breakout offers a bullish signal. Charles Schwab's Brett Crowther...
Ben Fulton on Portfolio Selectivity Amid U.S.-Iran War Uncertainty
16 Apr 2026
Contributed by Lukas
Ben Fulton offers his take on how stocks are faring against volatility around the U.S.-Iran War. He explains how investors can position portfolios in ...
Options Corner: NFLX Rebound into Earnings
16 Apr 2026
Contributed by Lukas
Netflix (NFLX) shares turned up the volume in a recent rally, just as the company readies to report earnings after the close on Thursday. Rick Ducat s...
MSFT & GOOGL Still Undervalued? Molly Pieroni Sees Hidden Mag 7 Value
16 Apr 2026
Contributed by Lukas
Microsoft (MSFT) and Alphabet (GOOGL) are Mag 7 companies Molly Pieroni considers undervalued, even as the latter makes another run toward all-time hi...
Big Tech Leads Stock Market's All-Time High Run, TSM Sees Another Record Quarter
16 Apr 2026
Contributed by Lukas
Kevin Green offers more insight into what he calls a "very powerful" move in the stock market, where Mag 7 and tech giants outperform while ...
Wednesday's Final Takeaways: Chipmakers Back Wayve & Energy Rattles Homebuilders
15 Apr 2026
Contributed by Lukas
Companies like AMD Inc. (AMD), Arm Holdings (ARM), and Qualcomm (QCOM) back autonomous driving start-up Wayve with a $600 million check. On the macro ...
Sara Lind on the Financial Strain Facing NYC Outdoor Dining
15 Apr 2026
Contributed by Lukas
Sara Lind breaks down how New York City’s new outdoor‑dining regulations are putting financial pressure on small restaurants. She explains how sea...
NFLX Earnings Spotlight Shifts After Backing Away from WBD Merger
15 Apr 2026
Contributed by Lukas
James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential ...
Caleb Silver on Big Tech Back in Favor & "Cautiously Optimistic" Retail Investors
15 Apr 2026
Contributed by Lukas
Investopedia's Caleb Silver offers insight into the biggest stocks traders have been buying and selling amid the recent market rebound. The top bu...
Charts to Watch: SPX, XOM, NFLX
15 Apr 2026
Contributed by Lukas
Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key le...
Memory "True Bottleneck" of AI: Dave Mazza's Offers Bull Case & Roundhill DRAM ETF
15 Apr 2026
Contributed by Lukas
Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "bo...
AVGO, GOOGL, META, PANW & Other Stocks to Watch in SaaS-pocalypse Recovery
15 Apr 2026
Contributed by Lukas
Lisa Schreiber talks about the risk-on attitude taking over markets and the "winners and losers" she sees ahead. She points to Big Tech firm...
Defense Stocks Surge as Opinions Split on What Comes Next
15 Apr 2026
Contributed by Lukas
Scott Ladner and Tony Bancroft debate whether the defense rally has peaked after strong gains. Ladner favors rotating out as de‑escalation gets pric...
Ara Kharazian on the New Competitive Phase of Enterprise AI
15 Apr 2026
Contributed by Lukas
Ara Kharazian explains why U.S. business adoption of AI crossing 50% marks a major inflection point for enterprise software. He discusses how AI‑nat...
Ca$htag$: 'Sigh of Relief' in PEP Metrics Despite Declining Price Action
15 Apr 2026
Contributed by Lukas
Landon Swan of LikeFolio talks about PepsiCo's (PEP) price action and why he believes shares fizzled out. While year-over-year web visits showed a...
The Big 3: TGT, VIX, HD
15 Apr 2026
Contributed by Lukas
Target (TGT), the CBOE Volatility Index (VIX), and Home Depot (HD) take Don Kaufman's focus for today's Big 3. Don offers his insights on each...
ASML Slips Despite Earnings Beat, Long-Term AI Thesis Stays Intact
15 Apr 2026
Contributed by Lukas
Stephen Sopko and Brendan Burke break down ASML Holding’s (ASML) strong earnings beat and why the stock slipped as the company changed its reporting...
Steve Hochman on Delayed Energy Shocks & Smarter Supply Chains
15 Apr 2026
Contributed by Lukas
Steve Hochman explains how geopolitical friction in the Strait of Hormuz creates delayed but powerful supply‑chain shocks beyond oil prices. He high...
Iuorio: Plunging Crude Oil Prices Next Catalyst for Equities
15 Apr 2026
Contributed by Lukas
Jim Iuorio explains why fears of stagflation are fading as labor data and falling oil prices reshape the market outlook. He discusses how crude slippi...
TSM Nears Record High into Earnings: Can Bottlenecks Offer Long-Term Growth?
15 Apr 2026
Contributed by Lukas
After TSMC (TSM) pointed to still-strong revenue growth earlier this month, Eric Clark urges investors pay attention to the "big picture" of...
Bank of America Posts Strong Earnings Beat & BAC Options Trade
15 Apr 2026
Contributed by Lukas
Bank of America (BAC) added more muscle to big bank earnings with its latest beat Wednesday. Marley Kayden walks investors through the report to show ...
John Kosar: How Sector Rotation Is Fueling the Rally and Keeping Volatility Contained
15 Apr 2026
Contributed by Lukas
John Kosar takes a closer look at what’s really driving the S&P 500 (SPX) as it consolidates near historic highs. He explains why industrials, u...
Short-Term "Overbought" Market Shows "Bear Trap" in Software
15 Apr 2026
Contributed by Lukas
Charles Schwab's Nathan Peterson says we are overbought in the short-term and expects to see sideways consolidation. That said, if bulls "pun...
KG: "We're Not Done" with Crude Oil Volatility, Watch Helium Price Action
15 Apr 2026
Contributed by Lukas
President Trump expects U.S.-Iran negotiations to resume this week. Kevin Green tells investors to brace for further crude oil volatility. Even as fut...
Markets Rebound as Sentiment Lags and Opportunity Emerges in Tech
15 Apr 2026
Contributed by Lukas
Blake Millard breaks down the S&P 500’s sharp V‑shaped recovery as markets push back toward January highs. While sentiment remains depressed d...
Wednesday's Morning Movers: ASML Demand Grows, NKE Insiders Buy, NET Upgrade
15 Apr 2026
Contributed by Lukas
ASML Holsing (ASML) plays a crucial role, often unsung role in the AI trade, and Diane King Hall says the company is seeing the demand for its product...
Kevin Mahn on Earnings, Fed Stability, and a Stock‑Picker’s Market
15 Apr 2026
Contributed by Lukas
Kevin Mahn discusses the S&P 500 (SPX) hovering near record highs as investor focus shifts firmly to earnings strength. He explains why a stable U...
Watch Who's at U.S.-Iran Negotiating Table, What BAC Earnings Mean for Big Banks
15 Apr 2026
Contributed by Lukas
Kevin Hincks says stocks are getting ahead of some commodities regarding the latest headlines surrounding U.S., Iran, and the Strait of Hormuz. Watch ...
Options Corner: UBER Extending Robotaxi Reach
15 Apr 2026
Contributed by Lukas
Uber Technologies (UBER) will up its autonomous reach as the rideshare giant seeks to invest $10 billion into a robotaxi fleet. Rick Ducat highlights ...
Scott Alter on Persistent Mortgage Rates & Housing Market Affordability
15 Apr 2026
Contributed by Lukas
Scott Alter doesn't believe the American dream is dead, it's just changing. As many aspiring homeowners stay skeptical on purchasing their dre...
Market Becoming Complacent in U.S.-Iran War? Robert Conzo's Bull Case
15 Apr 2026
Contributed by Lukas
Why are markets rallying even as the war between the U.S. and Iran continues? That's the question Robert Conzo recaps the events leading to a ceas...
U.S.-Iran Peace Talks, ASML, AVGO & META Move Stock Market Near Record Highs
15 Apr 2026
Contributed by Lukas
Continuing talks amid a U.S.-Iran ceasefire have the attention of global markets, offering a path for the S&P 500 (SPX) to recapture all-time high...
Chart of the Day: TSM
15 Apr 2026
Contributed by Lukas
TSMC (TSM) reports earnings Thursday morning as shares experience a strong rally in recent sessions. Rachel Dashiell of Charles Schwab doesn't see...
Tuesday's Final Takeaways: PPI Dips & Quantum Stocks Soar
14 Apr 2026
Contributed by Lukas
A tech-led rally may have taken the market headlines, but quantum computing stocks added unseen muscle to that move higher. PPI coming in below Wall S...
Christian Magoon on Market Highs, Active ETFs, and Global Opportunities
14 Apr 2026
Contributed by Lukas
Christian Magoon, CEO of Amplify ETFs, discusses how the S&P 500 nearing all‑time highs is revealing a split between cautious institutions and r...
Hamilton Lane Co‑CEO on Private Markets, AI Innovation, and Long‑Term Growth
14 Apr 2026
Contributed by Lukas
Erik Hirsch, co‑CEO of Hamilton Lane (HLNE), pushes back on alarmist views of private markets, arguing fundamentals remain strong despite volatility...
TSLA Bulls Take Wheel Tuesday, Shares Show Long Road to Recovery
14 Apr 2026
Contributed by Lukas
Tesla (TSLA) shares have traded in a downward-slopping channel over recent months even as the stock staged a rebound rally on Tuesday. Rick Ducat high...
Navigating U.S.-Iran Volatility & How Options Influenced Recent Moves
14 Apr 2026
Contributed by Lukas
After a month-long spree of volatile days in the stock market, Zed Francis recaps what he saw in implied and real volatility trends amid the U.S.-Iran...
Earnings Season Starts Strong for Banks as Markets Find Their Footing
14 Apr 2026
Contributed by Lukas
Danielle Shay and John Petrides break down a strong start to bank earnings as major institutions show resilience despite market volatility. They expla...
Mackenzie Peterson on A.I. Buildout, Industrial Demand, and Biotech Momentum
14 Apr 2026
Contributed by Lukas
Mackenzie Peterson explains how the A.I. boom is shifting investment focus from software into the physical infrastructure supporting data centers, hig...
MSFT, IONQ, INTC, NBIS & Other Top AI Stock Picks from Daniel Newman
14 Apr 2026
Contributed by Lukas
"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on ...
Crypto's Evolving Ties to Traditional Finance as Products Hit Mainstream
14 Apr 2026
Contributed by Lukas
Phil Fogel explains how cryptocurrencies are converging with traditional markets through yield‑bearing stablecoins and structured products. He break...
Ca$htag$: DASH Pulls Back as Consumer Data Points to Accelerating Growth
14 Apr 2026
Contributed by Lukas
Likefolio's Landon Swan highlights a disconnect between DoorDash (DASH) stock volatility and strong consumer engagement data. He explains how expa...
JNJ Balances Growth, Patent Transitions, and Legal Overhangs
14 Apr 2026
Contributed by Lukas
Arthur Wong and Andy Wang break down Johnson & Johnson’s (JNJ) strong quarterly results and raised full‑year guidance despite a muted stock re...
nCino (NCNO) CEO on Earnings, AI in Banking & Overcoming "SaaS-pocalypse"
14 Apr 2026
Contributed by Lukas
Sean Desmond, CEO of nCino (NCNO), explains how the fintech company uses AI in banking processes and how it sees balanced growth across existing and n...
The Big 3: NET, TWLO, ASTS
14 Apr 2026
Contributed by Lukas
Prosper Trading Academy's Mike Shorr turns to tech and the final frontier for today's Big 3. He sees trading opportunities in Cloudflare's...
Tie Lasater on Inflation Floors, Energy Risk, and Private Credit Stress
14 Apr 2026
Contributed by Lukas
Tie Lasater discusses how Middle East tensions and persistent inflation are testing market resilience. He explains why energy prices may keep CPI anch...