Schwab Network
Episodes
Using Futures Products to Diversify Portfolios: Crude, Cocoa, Coffee
26 Nov 2025
Contributed by Lukas
Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great expos...
Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"
26 Nov 2025
Contributed by Lukas
Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for e...
Under30: CleanSpark Pivot to Data Center Business Model
26 Nov 2025
Contributed by Lukas
George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to becom...
Holiday Travel Season Expectations: 22 Million Expected to Fly This Weekend
26 Nov 2025
Contributed by Lukas
Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on W...
Ca$htag$: ‘Everything Looks Rosy’ for Apple (AAPL)
26 Nov 2025
Contributed by Lukas
Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12%...
The Big 3: EBAY, WMT, META
26 Nov 2025
Contributed by Lukas
Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his d...
A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
26 Nov 2025
Contributed by Lukas
Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed ...
DELL Earnings Breakdown: Transforming into a Key AI Player
26 Nov 2025
Contributed by Lukas
Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatia...
Hill: Last Few Trading Weeks Technical-Driven, not Fundamental
26 Nov 2025
Contributed by Lukas
Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the ye...
NextNRG (NXXT) CEO on Investing in Energy Generation and Energy Independence
26 Nov 2025
Contributed by Lukas
Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through ...
Sakraida: Deere Quarter "Wasn't Terrible"; Investors Focused on 2026 Outlook
26 Nov 2025
Contributed by Lukas
Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behi...
The Morning Trade: DELL
26 Nov 2025
Contributed by Lukas
Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger t...
Jobless Claims Jump, A.I. Giants Battle for Leadership
26 Nov 2025
Contributed by Lukas
Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings pi...
Andersen: Starting to See ‘Initial Cracks’ for NVDA, Market has ‘Fantasy’ of AI Capabilities
26 Nov 2025
Contributed by Lukas
Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold o...
Michael Landsberg’s Picks: NEE, ENSG, ANET
26 Nov 2025
Contributed by Lukas
“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried...
Peter Tuchman on NVDA, PLTR and the Bullish Case for a Year-End Rally
26 Nov 2025
Contributed by Lukas
The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whims...
ADSK Raises Guidance, WDAY Wobbles Despite Earnings Beat
26 Nov 2025
Contributed by Lukas
George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is...
NYSE Earnings Reaction: DELL, HPQ, DE
26 Nov 2025
Contributed by Lukas
"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE flo...
Options Corner: ORCL Bullish Trade After Breakdown
26 Nov 2025
Contributed by Lukas
"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise t...
Hesser: 'Reasonably Strong Economy' & 'Reasonably Healthy Consumer'
26 Nov 2025
Contributed by Lukas
Van Hesser joins Diane King Hall to discuss "the tale of two economies" facing U.S. investors and various income-level households. He says t...
White: 'Headscratcher' NVDA Move, HPQ Earnings & Layoffs
26 Nov 2025
Contributed by Lukas
Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). T...
Li Auto Earnings Recap & Crowded Chinese Premium EV Market
26 Nov 2025
Contributed by Lukas
Following the latest earnings results from Li Auto (LI), Olivier Blanchard examines the Chinese automaker's competitive outlook. The company misse...
Honing In On a Fed Chair Replacement?
26 Nov 2025
Contributed by Lukas
Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role...
Alphabet (GOOGL) vs Nvidia (NVDA) vs Old Tech Rivalries
26 Nov 2025
Contributed by Lukas
Russell Rhoads looks at the Alphabet (GOOGL) vs Nvidia (NVDA) AI chip story, noting that most of Nvidia’s revenue comes from only around 5 companies...
Tuesday's Final Takeaways: Consumer Confidence Slips & International Movers
25 Nov 2025
Contributed by Lukas
Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discuss...
Overlooked Stock: KEYS Tops SPX, Taps January 2022 Highs After Earnings
25 Nov 2025
Contributed by Lukas
Keysight Technologies (KEYS) rallied 10% on Tuesday's session and closed at highs it hasn't seen in nearly four years after posting a strong e...
Can Crude Oil Hit $50? How Long Can an AI-Driven Market Last?
25 Nov 2025
Contributed by Lukas
“Stagflation is not completely behind us as a risk…it’s really AI and tech vs the rest,” says Rachel Ziemba. She discusses the future of energ...
DigitalOcean (DOCN) CEO on Cloud Growth, Expanding A.I. Capabilities
25 Nov 2025
Contributed by Lukas
Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels...
‘Best Possible Time to Have Dry Powder’ & Buy on Dips
25 Nov 2025
Contributed by Lukas
“We have not begun to see the tip of the iceberg for how additive” AI can be to corporate profits, argues Chris Kampitsis. He sees tailwinds for A...
Technical Tuesday: SPX, TMDX, TEM
25 Nov 2025
Contributed by Lukas
Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), TransMedics (TMDX) and Tempus A.I. (TEM). He points out a “banner of resistance” ...
Potential Retail Winners This Holiday Season: FIVE, SIG & More
25 Nov 2025
Contributed by Lukas
Jharonne Martis and Brian Jacobsen cover the retail trade. Jharonne thinks Five Below (FIVE), Signet (SIG), and Dillard’s (DDS) will all do well. Br...
Crypto Corner: November's Bitcoin Weakness, Dogecoin Fund
25 Nov 2025
Contributed by Lukas
Ahead of the Thanksgiving holiday, Jenny Horne and Adam Lynch look at the overall cryptocurrency space through the lens of JPMorgan's latest bitco...
Finding Comfort in Bitcoin Volatility & Using "Triple Compounding"
25 Nov 2025
Contributed by Lukas
Kiana Danial (@InvestDiva) believes there are still plenty of opportunities to discover in crypto amid heavy volatility in the space. She notes that t...
Ca$htag$: Costco (COST) Hitting Tariff & Crowding Challenges
25 Nov 2025
Contributed by Lukas
Likefolio’s Landon Swan calls Costco (COST) “frustrating for investors,” noting that it is near one-year lows. He says their data is moving “i...
The Upside to Kimberly-Clark’s (KMB) Kenvue (KVUE) Acquisition
25 Nov 2025
Contributed by Lukas
David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and ...
The Big 3: GOOGL, NVDA, ORCL
25 Nov 2025
Contributed by Lukas
Jessica Inskip turns to the tech trade for today's Big 3 with a focus on headlines between Mag 7 giants Alphabet (GOOGL) and Nvidia (NVDA). She se...
Ellerbroek: GOOGL has ‘So Many Strengths’ in AI; AMZN ‘Most Underappreciated’ AI Play
25 Nov 2025
Contributed by Lukas
Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because ...
DELL's "Margins Story" & Options Trade Ahead of Earnings
25 Nov 2025
Contributed by Lukas
When it comes to Dell Technologies' (DELL) earnings after the close Tuesday, Michelle Connell calls the report a "margins story." She ex...
GOOGL Eyes $4T Club: META's TPU Deal Adds Bullish Momentum
25 Nov 2025
Contributed by Lukas
Alphabet (GOOGL) is close to joining Apple (AAPL) and Nvidia (NVDA) to having $4 trillion in market cap. Marley Kayden explains how Gemini 3.0 and dea...
ORCL Earnings More Important Than NVDA? A.I. Spend Takes Over Trade
25 Nov 2025
Contributed by Lukas
KG: Analyzing NVDA Volatility Impact & Retail Signals for FOMC
25 Nov 2025
Contributed by Lukas
Lots of data hit the wire on Tuesday, from an uptick in pending home sales, to September's PPI and retail sales. Kevin Green talks about what it m...
Jamner: Fed Will Cut in December to Reduce Labor Market Risks
25 Nov 2025
Contributed by Lukas
Josh Jamner discusses the return of government data, the labor market, and whether the Fed will cut in December. He thinks consumers are under pressur...
ADI & KEYS Beat Earnings: What They Mean for A.I. & Autonomous Tech
25 Nov 2025
Contributed by Lukas
While Alphabet (GOOGL) and Nvidia (NVDA) dominate chipmaking headlines, Jenny Horne urges investors to watch Analog Devices (ADI) after it beat earnin...
Ken Mahoney’s Picks: MSFT, WMT, JPM
25 Nov 2025
Contributed by Lukas
Ken Mahoney sees a lot of tailwinds for the market and shares some stock picks. He likes Microsoft (MSFT) as a comparatively cheaper tech play. He’s...
McClean: New Fed Chair Will Cut Rates, Only Question is ‘How Much?’
25 Nov 2025
Contributed by Lukas
Jeff McClean thinks the Fed is more scared of the jobs market than inflation right now and says a rate cut in December is “definitely on the table.”...
BBY, DKS & KSS Show Mixed Earnings Picture for Retail
25 Nov 2025
Contributed by Lukas
Diane King Hall turns to retail earnings movers that showed mixed results Tuesday morning. Best Buy (BBY) flexed strength with in-store and online sal...
Options Corner: DELL Trade Ahead of Earnings
25 Nov 2025
Contributed by Lukas
Dell Technologies (DELL) reports earnings after Tuesday's close. Rick Ducat pinpoints several technical developments occurring on its chart and dr...
Jay Woods: Trends Still are Up, But Starting to Roll a Little Bit
25 Nov 2025
Contributed by Lukas
Jay Woods joins Diane King Hall at the NYSE set with the S&P 500 (SPX) "bending but not breaking" and pointing to the 50-day moving aver...
ZS Earnings Preview and Cybersecurity Outlook
25 Nov 2025
Contributed by Lukas
Alex Hamerstone joins Morning Movers to preview Zscaler (ZS) earnings and discuss the overall cybersecurity software space. He thinks a lot of the com...
Chart of the Day: AMAT after Upgrade
25 Nov 2025
Contributed by Lukas
UBS upgraded Applied Materials (AMAT) to a buy rating as shares are up more than 40% in 2025. Kevin Horner diagnoses several technical patterns taking...
GOOGL TPU vs NVDA CPU: The Latest Perceived Tech Battle
25 Nov 2025
Contributed by Lukas
Kevin Green and Diane King Hall talk tech and technicals after Monday's market rally. Nvidia (NVDA) shares are under pressure as Meta Platforms (M...
Bitcoin Down 30% "Normal Volatility," Base Case for Rebound Intact
25 Nov 2025
Contributed by Lukas
After Bitcoin's staggering 30% decline in a matter of weeks, CoinDesk's Andy Baehr makes the case there's still plenty of support for the ...
Luna: Valuations Aren’t Cheap, Continue to Stock Pick in AI
24 Nov 2025
Contributed by Lukas
“Valuations by no stretch are cheap…this is not going to be a value market,” Rob Luna says, but adds that “that doesn’t mean anything” for...
Philanthropy Beyond Charity: Leveraging Talent for the Common Good
24 Nov 2025
Contributed by Lukas
John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distingui...
Monday's Final Takeaways: FOMC Odds, Trump/Xi, September's Data At Last
24 Nov 2025
Contributed by Lukas
Sam Vadas and Alex Coffey recap Monday's rally and pull back the layers on the macroeconomic conditions behind it. Sam says the Fed speak, notably...
Peter Schiff on Market Overtime: Bitcoin Breakdown, Tokenized Gold & A.I. Bubble
24 Nov 2025
Contributed by Lukas
Peter Schiff joins Sam Vadas for a wide-ranging macroeconomic deep-dive into two major themes developing in 2025: The meteoric rally in Gold prices to...
Tuttle's Take on ZM: Can't Compete Head-to-Head Against MSFT, GOOGL
24 Nov 2025
Contributed by Lukas
Matthew Tuttle joins Market on Close ahead of Zoom Communications (ZM) earnings. He adds that he doesn't own the stock, but wants to see if the co...
J&J Snack Foods (JJSF) CEO on Adding Protein to Pretzels
24 Nov 2025
Contributed by Lukas
Dan Fachner, CEO of J&J Snack Foods (JJSF), walks through their latest quarter. “We had some mixed results, but some strength as we talk about g...
Can the Economy Outpace the Deficit?
24 Nov 2025
Contributed by Lukas
Honing in on the bond market, Warren Pierson sees opportunities across the yield curve but focuses on the intermediate sector. “We are concerned abo...
Holiday Spending: ‘Solid Christmas’, but Shoppers Choosing Value
24 Nov 2025
Contributed by Lukas
Bryan Gildenberg and Jan Rogers Kniffen estimate holiday season spend. Jan has projected 4.0% growth, with a “solid Christmas” close to the value ...
GOOGL, NEE & CAT: Companies Poised to Grow from NVDA
24 Nov 2025
Contributed by Lukas
As Nvidia (NVDA) grows, so does A.I. infrastructure and the power grid, says Greg Dukes. He picks the Mag 7 giant as a company poised to grow for year...
What to Watch in 2026: AMZN, NVDA, Utilities & More
24 Nov 2025
Contributed by Lukas
Mike Horwath highlights Amazon (AMZN) into 2026 and focuses on economic expectations for next year. “You do have conflicting data points here,” he...
Opportunity in A.I. Chips & META After Sell-Off, Healthcare "Overbought"
24 Nov 2025
Contributed by Lukas
Lucas Downey says last Thursday's selling action saw the largest outflow levels since the April lows. One of the biggest hit areas: semiconductors...
Can Thanksgiving Weekend Box Office Top the Year?
24 Nov 2025
Contributed by Lukas
“The box office in October was historically bad,” says Shawn Robbins, but he sees the picture brightening through December with Wicked: For Good a...
Ca$htag$: Dick’s Sporting Goods (DKS) Earnings Preview
24 Nov 2025
Contributed by Lukas
Likefolio’s Andy Swan says Dick’s Sporting Goods (DKS) has a “very real structural edge” vs any competitor going into the holiday season. He c...
The Big 3: DIS, CRM, BE
24 Nov 2025
Contributed by Lukas
Jason Brown urges investors to look for opportunities outside the tech trade, highlighting some he sees on today's Big 3. He explains how traders ...
NVDA Beyond Chipmaking: Bull Case in Networking & Free Cash Flow
24 Nov 2025
Contributed by Lukas
Nvidia (NVDA) saw a strong sell-off last week despite posting a strong earnings beat and record quarterly revenue. Cory Johnson calls the selling acti...
McGowan’s 2026 Expectations: Optimistic, but With Cooling Growth
24 Nov 2025
Contributed by Lukas
Michael McGowan is “pretty optimistic” into 2026 but expects growth to cool. He doesn’t think consumer resilience is a “huge surprise” and d...
Kaleynska: BBY "Boring" in Good Way, Long-Term Promise in "Soft" Quarter
24 Nov 2025
Contributed by Lukas
Tsvetta Kaleynska calls Best Buy (BBY) a "very boring brand" in a good way. Her firm's research in online conversations found that there...
Can CVNA Reclaim $400? Explaining Carvana's Upgrade & Example Options Trade
24 Nov 2025
Contributed by Lukas
Wedbush upgraded Carvana (CVNA) to outperform from neutral and raised its price target to $400. The firm sees limited downside risk and improving fina...
KG: September PPI & Retail Sales Prominent, DELL & DE Key Earnings This Week
24 Nov 2025
Contributed by Lukas
Tuesday will be the big headline day on a holiday-shortened week, says Kevin Green. He explains how the September PPI and retail sales prints will out...
Investors Picking Commentary & Seeing Jobs Importance Amid FOMC "Dispersion"
24 Nov 2025
Contributed by Lukas
Charles Schwab's Collin Martin says investors are weighing some Fed governor comments over others. He explains the "dispersion" happenin...
‘Be Prepared for More Downside’ in Bitcoin; Does it Preview Markets?
24 Nov 2025
Contributed by Lukas
Michael Purves expects a strong rally into year end, tracking trading and volatility patterns over the last few months. “I think you want to be long...
NATO Nabs GOOGL Cloud Deal, Musk Touts TSLA A.I., CVNA Upgrade Rally
24 Nov 2025
Contributed by Lukas
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 a...
Versace: ‘Build Your Shopping List’ This Week, Like AXON & ANET
24 Nov 2025
Contributed by Lukas
Chris Versace says this week and next week could be make-or-break for the market ending 2025 higher. He sees a “hawkish” rate cut in December from...
Options Corner: GOOGL Hits Yet Another All-Time High
24 Nov 2025
Contributed by Lukas
Alphabet (GOOGL) is now the third biggest company in the SPX behind Nvidia (NVDA) and Apple (AAPL) after shares surged on a company deal with NATO. To...
2025's IPO Market: 'A' for Quantity, 'C' for Price Performance
24 Nov 2025
Contributed by Lukas
Jim Neesen with the Connor Group says this year's IPO was the best since 2021. He gives the quantity of companies that debuted an "A" fo...
Zoom No Longer "Pandemic Darling," Agentic A.I.'s Rebound Potential for ZM
24 Nov 2025
Contributed by Lukas
Zoom Communications (ZM) is a "pandemic darling" in need of recapturing enterprise demand, says Steven Dickens. He talks about the company&#...
Chart of the Day: BABA Qwen App Hits 10M Downloads in a Week
24 Nov 2025
Contributed by Lukas
Alibaba (BABA) is up more than 80% in 2025 but about 20% off its all-time high. U.S. shares of the Chinese ecommerce giant moved higher Monday morning...
Holiday Week's Bullish Tilt, GOOGL 3rd Biggest Company & Crypto Stock Rebound
24 Nov 2025
Contributed by Lukas
"You never know what's going to happen in a week like this," says Kevin Green. Ahead of the first opening bell on Thanksgiving week, he ...
Sparrow: WMT, AMZN to Gain Share in Holiday Shopping With ‘Smaller Ticket Items’
23 Nov 2025
Contributed by Lukas
Gerald Sparrow thinks volatility creates opportunity for purchases and sees a 1%-2% upside because of year-end funding needs for 401(k)s and other ins...
Bitcoin's 30% Drop a Long-Term "Buy Opportunity," Brace for "Stormy" Volatility
23 Nov 2025
Contributed by Lukas
Christian Magoon says the current crypto environment is "stormy" but remains a great long-term opportunity for investors. While Bitcoin has ...
Max Wasserman Says "Wait" to Buy Mag 7, Finding Hidden Market Opportunities
22 Nov 2025
Contributed by Lukas
When asked if the Mag 7 is a buy following the recent pullback, Miramar Capital's Max Wasserman tells investors to turn elsewhere. He believes the...
Tech Corner: TSMC & the Global Semiconductor Trade
22 Nov 2025
Contributed by Lukas
This week on Tech Corner, George Tsilis examines Taiwan Semiconductor aka TSMC (TSM). He looks at the company's expansion internationally and its ...
Friday's Final Takeaways: A.I. Fizzles & Bitcoin Can't Catch Bid
21 Nov 2025
Contributed by Lukas
It was a tough week not just for the A.I. trade, but also for crypto. Alex Coffey and Sam Vadas talk about the turbulent trading week and what they...
Market Rotation: Overvalued Tech to Undervalued Sectors Amidst Pullback
21 Nov 2025
Contributed by Lukas
Dan Deming weighs in on current market dynamics, noting a significant rotation out of overvalued sectors into underappreciated areas. He cautions that...
AI Amplifies Strategic Hiring in Private Data & Real Estate
21 Nov 2025
Contributed by Lukas
Lisa Flicker shares her perspective on the current U.S. labor market, noting the increased demand for private data due to delays in government reports...
LLY Becomes Biggest Healthcare Company: Analyzing Stock's Stunning Rally
21 Nov 2025
Contributed by Lukas
Eli Lilly (LLY) became the 10th U.S. company to tap $1 trillion in market cap and has outperformed most of its peers, particularly its biggest rival, ...
WeShop (WSHOP) CEO on “Shareback” vs Cash Back Shopping
21 Nov 2025
Contributed by Lukas
John Garner, founder of WeShop (WSHOP), explains how their “shareback” point rewards vs “cash back” point rewards are unique in the industry. ...
2025 Was the Year of AI Capex; 2026 is the Show Me Story
21 Nov 2025
Contributed by Lukas
Jason Blackwell gives his takeaways from this week’s volatility and warns traders that next week tends to have light volume because of the holidays....
Almeida: ‘Internet 3.0’ Market Profits Will Behave Differently than ‘Internet 2.0.’
21 Nov 2025
Contributed by Lukas
Rob Almeida argues, “There might be a little too much optimism about companies’ abilities to cut costs” while sustaining revenue growth, he says...
Retail Winners into Holiday Season: GAP, WMT, DECK & More
21 Nov 2025
Contributed by Lukas
Zach Warring says the U.S. consumer is “definitely trading down” and looking for deals, but spending is much better than expected into the holiday...
Bitcoin's "Ripple Effect" & FOMC Rate Cuts: Mind Doubled-Edged Swords in Markets
21 Nov 2025
Contributed by Lukas
Ben Emons calls the current market environment "fragile." He points to the staggering selling activity in Bitcoin and crypto-tied stocks as ...
Challenges Facing Small and Large Businesses: AI, Costs, Healthcare & More
21 Nov 2025
Contributed by Lukas
“73% of businesses” are experiencing higher costs, says Kara Hoogensen. However, there is a divergence between smaller and larger businesses, wher...
How Gen Z is Changing Banking
21 Nov 2025
Contributed by Lukas
Gentry Davies covers Gen Z’s impact on the banking sector, with fintechs and digital banking doing well for a while. However, they’re starting to ...
NVDA Muscles Leadership in A.I. Infrastructure "Bottleneck," AMD Catching Up
21 Nov 2025
Contributed by Lukas
LikeFolio's data shows Nvidia (NVDA) maintaining its leadership in the A.I. space when it comes to investor and consumer sentiment. Megan Brantley...
Consumer Sentiment vs Holiday Shopping
21 Nov 2025
Contributed by Lukas
Sucharita Kodali and Ted Rossman discuss falling consumer sentiment and expectations for the holiday shopping season. Sucharita notes that consumer se...
Focusing on Cybersecurity & AI: ZS, CRWD, SNOW
21 Nov 2025
Contributed by Lukas
Ian Tien spotlights cybersecurity and AI, saying governments and corporations are focusing on “sovereign” AI structures. “They see AI as a compe...
The Big 3: RGTI, WMT, IBM
21 Nov 2025
Contributed by Lukas
Tim Bohen maintains bullish optimism when it comes to A.I. and the overall tech trade. He explains how investors who missed the previous boom in Riget...
Lloyd: ‘Not Into’ Mag 7 Names as Tech Rotation Continues
21 Nov 2025
Contributed by Lukas
Luke Lloyd thinks that yesterday’s market sell-off is a reaction to the idea that we might not get a December rate cut. He expects rotation to conti...