Schwab Network
Episodes
OwlTing (OWLS) CEO on Direct Listing the Stablecoin Payment Firm
16 Oct 2025
Contributed by Lukas
Darren Wang, Found and CEO of the crypto company OwlTing, discusses their direct listing today. OwlTing is a stablecoin payments firm. Darren talks ab...
The Big 3: ANET, SMCI, ORCL
16 Oct 2025
Contributed by Lukas
Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming hig...
Are Earnings Expectations Realistic?
16 Oct 2025
Contributed by Lukas
Thomas Martin thinks traders are starting to look for protection as fears of an AI bubble grow; however, the market is still being driven by AI. The r...
Where AXP Stands Against MA, V & Other Credit Card Companies Ahead of Earnings
16 Oct 2025
Contributed by Lukas
American Express (AXP) aims to cash in on an earnings beat before Friday's opening bell. Stephen Biggar says the company's reward program back...
TSM Earnings Show Company's Centric Role in Chip Trade
16 Oct 2025
Contributed by Lukas
Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and h...
TSM "Raising the Bar" for A.I., SPX Faces Pressure to Hold Key Support
16 Oct 2025
Contributed by Lukas
TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a s...
"Stabilizing" Optimism in Housing Market, Gold's Glimmering Run & Crude's Collapse
16 Oct 2025
Contributed by Lukas
The latest housing market index showed an uptrend after slipping in prior months, something Kevin Green associates with a potential bottom in the hous...
‘Something’s Going to Have to Give’ Before the U.S. & China Can Resolve Trade
16 Oct 2025
Contributed by Lukas
Presidents Trump and Xi are expected to meet soon. Brian McCarthy covers the latest in trade tensions and tit-for-tat moves ahead of a sit-down. “So...
HPE Networking President on Integrating Juniper Networks & Benefitting from AI Spend
16 Oct 2025
Contributed by Lukas
Rami Rahim, EVP, President & GM of HPE Networking, joins Opening Bell to discuss integrating Juniper Networks, their pivot to AI, and more. “[Th...
JBHT Accelerates After Earnings, UAL Flies Through Turbulence, LVS Upgrade
16 Oct 2025
Contributed by Lukas
J.B. Hunt (JBHT) rallied strong after tightening cost control in what investors saw as a strong earnings report. United Airlines (UAL) posted a revenu...
Breaking Down the Free Markets ETF (FMKT), Regional Banks & Nuclear
16 Oct 2025
Contributed by Lukas
Todd Stankiewicz highlights regional banks as big bank earnings beat Street expectations. He likes regionals with limited exposure to commercial loans...
Earnings Painting Picture Economic Data Can't
16 Oct 2025
Contributed by Lukas
The government shutdown kept PPI and jobless claims off the table Thursday morning, though Kevin Hincks suggests that you can still piece a puzzle tog...
Solving the Issue of a Housing Shortage
16 Oct 2025
Contributed by Lukas
Justin Wheeler, CEO of Berkadia, addresses the housing shortage facing homebuyers and something that "can't be fixed overnight." When as...
Options Corner: CRM Rising on Guidance Hike
16 Oct 2025
Contributed by Lukas
Salesforce (CRM) set some better than expected revenue expectations through FY30. Rick Ducat looks at the software stock's chart compared to other...
Silver & Gold: Precious Metals Outperformance
16 Oct 2025
Contributed by Lukas
Phil Streible joins Diane King Hall at the NYSE set to discuss the gold trade. He continues to see structural support and further tailwinds for the pr...
Prediction Markets on Government Shutdown, TSM Earnings & CRM Guidance Hike
16 Oct 2025
Contributed by Lukas
Kevin Green discusses market sentiment towards the U.S. government shutdown as it extends into day 16. He and Diane King Hall look to prediction marke...
Chart of the Day: AXP 'Express Ride to the Upside'
16 Oct 2025
Contributed by Lukas
Ahead of upcoming earnings, Ben Watson breaks down the chart of American Express (AXP) looking at the base over the last 5 days with upside resistance...
$200,000 Bitcoin in 2025? Bull Case Lies in U.S. Government & Institutions
16 Oct 2025
Contributed by Lukas
Dan Novaes says Friday's sell-off in crypto was more of a focus on leverage than it was about fundamentals. He sees Bitcoin and its crypto peers c...
Lance Roberts Expects the Year to End Higher; Picks META, APLD, VRT
16 Oct 2025
Contributed by Lukas
“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks rig...
Stock Market Today: China Volatility, AMD & NVDA Price Target Hikes, ASML Earnings
15 Oct 2025
Contributed by Lukas
Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even dur...
Wednesday's Final Takeaways: Gold's Rally, Fed's Volatility & Tech's Market Grip
15 Oct 2025
Contributed by Lukas
Gold continues to push back bears as it makes record after record, all while markets faced volatility from comments made by Wednesday's Fed speake...
Overlooked Stock: BTDR Capitalizing in Crypto & A.I. Industries
15 Oct 2025
Contributed by Lukas
Bitdeer Technologies (BTDR) saw a strong rally on Wednesday's session after gaining analyst interest in the software company. As George Tsilis poi...
BAC Technical Breakout & Options Activity Uptick Post-Earnings
15 Oct 2025
Contributed by Lukas
Bank of America (BAC) continued what has been a strong rally over recent sessions following its earnings report on Wednesday. However, as Rick Ducat p...
Patriot Critical Minerals CEO on Mega Tungsten Project
15 Oct 2025
Contributed by Lukas
Brodie Sutherland, CEO of Patriot Critical Minerals, “the only SEC-compliant tungsten resource in the United States.” It is developing a mega tung...
Straehl: AI Infrastructure Buildout Approaching its Limits
15 Oct 2025
Contributed by Lukas
Philip Straehl covers the latest on escalating U.S./China trade tensions. Despite Trump threatening additional tariffs on China, Philip thinks we will...
Contrarian Plays: Consumer Discretionary & Real Estate
15 Oct 2025
Contributed by Lukas
Talley Léger charts the S&P 500’s path to 7,000, citing declining recession odds, robust topline revenue growth, and margin expansion. He expec...
Consumer Spending & Markets Forming Pyramid; Diversification Plays
15 Oct 2025
Contributed by Lukas
Jim Madden thinks the market is precarious as the top 10% of consumers account for 50% of U.S. spending. He argues that these consumers are relying on...
Aptera Co-CEO on Upcoming IPO, Creating EV "New Category" & Future Demand
15 Oct 2025
Contributed by Lukas
Aptera Motors is set to hit the gas in public markets with an expected IPO on Thursday. Ahead of the debut, co-CEO Chris Anthony talks about how the c...
ASML Earnings Show Strength in Unsung Role of A.I. Trade
15 Oct 2025
Contributed by Lukas
"If you're bullish on A.I., you're bullish in ASML," says Nick Raich. After ASML Holding (ASML) posted an earnings beat in its lates...
Analyzing Apple's (AAPL) New M5 Chip, MacBook Pro & iPhone 17
15 Oct 2025
Contributed by Lukas
Carolina Milanesi offers a wide perspective of Apple's (AAPL) latest tech initiatives and what they mean for the Big Tech firm's future growth...
MP, BG, ADM Capture Investor Attention in Metal & Agriculture Stock Shake-Up
15 Oct 2025
Contributed by Lukas
Agriculture stocks largely rallied sharply to the upside while metal manufacturers like MP Materials (MP) sold off. George Tsilis talks about how tari...
Ca$htag$: United Airlines (UAL) Holding ‘Steady’ as Sector Struggles
15 Oct 2025
Contributed by Lukas
Likefolio’s Andy Swan brings sentiment data for United Airlines (UAL) ahead of their earnings report. He argues that its position is “strong and s...
Small: The Entire Market is Contingent on OpenAI
15 Oct 2025
Contributed by Lukas
“Right now, AI powered equals stock pump. The AI strategy is the new code for dot-com-esque,” Jeffrey Small argues. He thinks that tech companies ...
Navigating the China Trade Amid Tariff Volatility
15 Oct 2025
Contributed by Lukas
Phillip Wool believes China can stomach more hits from tariffs than the U.S. can. He adds that Chinese markets and its surrounding regions will contin...
The Big 3: GOOGL, BITO, SBUX
15 Oct 2025
Contributed by Lukas
TheoTrade's Don Kaufman takes a rare bullish stance on Starbucks (SBUX) due to his belief that most of the bad news has now been priced in the cof...
NioCorp (NB) CEO on Beginning Rare Earth Mining in Nebraska
15 Oct 2025
Contributed by Lukas
Mark Smith, Chairman and CEO of NioCorp (NB), spotlights the rare earth mining sector. They plan to construct a mine and processing center in Nebraska...
UAL Earnings Setting Course for Rally? DAL Report Offers Clues
15 Oct 2025
Contributed by Lukas
United Airlines (UAL) reports earnings after Wednesday's closing bell, and Sean Cudahy believes investors can take hints from another airline'...
NVDA Upgrade & New A.I. Deals Power Momentum & Options Front
15 Oct 2025
Contributed by Lukas
Nvidia got an upgrade from HSBC from buy to hold, while the firm raised its price target to $320 from $200. The chipmaker is also one company named in...
"Buy the Dip" Mentality Holds, Data Backup to Ignite Volatility
15 Oct 2025
Contributed by Lukas
Liz Ann Sonders with Charles Schwab says "buy the dip" remains a key rallying cry in the markets, though she notes plenty of risks that can ...
Asbury 6: ‘We Either Take Off…or Roll into a Correction’
15 Oct 2025
Contributed by Lukas
John Kosar brings the latest readings from the Asbury 6, a system of measuring market health. He discusses the elevated VIX vs the S&P 500’s mov...
Breaking Down Cooking Oil Volatility, Flags in Gold to Silver's Ratio
15 Oct 2025
Contributed by Lukas
Kevin Green offers a grand perspective on the latest tariff conundrum impacting a common household good: cooking oil. He talks about how markets at ho...
IPO 'Power Nap' During Government Shutdown
15 Oct 2025
Contributed by Lukas
Jim Neesen is at the NYSE set to discuss the IPO market's standstill amid the ongoing government shutdown. He says that companies can go effective if ...
Looking for the Next Leg Higher: Opportunities in Small Caps, Financials & More
15 Oct 2025
Contributed by Lukas
“It’s only a matter of time” before the SPX reaches 7,000, Ahmed Riesgo says, but he thinks it won’t happen until 2026. Right now, he likes fi...
NVDA Gets New Bull, ASML Earnings Rally, DLTR Raises Guidance
15 Oct 2025
Contributed by Lukas
HSBC upgraded Nvidia (NVDA) to buy from hold and raised its price target to $320 from $200 — a new Street high. As Diane King Hall explains, the fir...
Private Sector "Unleashed?" Markets Rally Amid Strong Consumer Commentary
15 Oct 2025
Contributed by Lukas
Treasury Secretary Scott Bessent's words on the consumer pushed futures higher ahead of Wednesday's opening bell. He alluded to the private se...
Options Corner: UAL Example Earnings Trade
15 Oct 2025
Contributed by Lukas
United Airlines (UAL) earnings are about to take off. Rick Ducat dials up the charts to examine its technical setup heading into the report. Rick says...
Crypto Overseas: Australia's Foray Into Stablecoin Use
15 Oct 2025
Contributed by Lukas
Joseph Longo discusses the future of crypto regulation, focusing on his home country of Australia. He talks about adoption of stablecoins and growing ...
Stock Market Today: Tariff Turbulence, AMD's New Deal, Banks Begins Earnings Season
15 Oct 2025
Contributed by Lukas
Yet another tariff headline sent markets plunging to start the trading day, though stocks bounced off session lows. AMD Inc. (AMD) muscled gains on th...
Tuesday's Final Takeaways: Big Day for Big Banks & Powell's Commentary
15 Oct 2025
Contributed by Lukas
Big banks like JPMorgan Chase (JPM), Wells Fargo (WFC), and Goldman Sachs (GS) saw mixed but notable reaction to their earnings in an attempt to leap ...
How AI Impacts Banks, Jobs Market
15 Oct 2025
Contributed by Lukas
Nigam Arora expected net interest income to go higher in this week's bank earnings, and so far the financials have been in-line with his expectati...
Chart of the Day: WMT
15 Oct 2025
Contributed by Lukas
Walmart (WMT) shares hit an all-time high this week following a breakout over the last 5 days. Rachel Dashiell examines the "flag pattern" f...
Why Soybeans & Cooking Oil Matter to U.S./China Trade
15 Oct 2025
Contributed by Lukas
China and U.S. trade tensions have continued into a 2nd straight week, with President Trump threatening a cooking oil embargo. Kevin Green joins Diane...
Overlooked Stock: NVTS Rallies to 2022 Highs on NVDA Deal
14 Oct 2025
Contributed by Lukas
Nvidia (NVDA) is boosting another semiconductor stock. The A.I. giant will support Navitas (NVTS) through its A.I. infrastructure design. George Tsili...
WMT Hits New Record on OpenAI Deal, Analyzing Outperformance to Peers
14 Oct 2025
Contributed by Lukas
Walmart (WMT) will now use ChatGPT in its latest partnership with OpenAI. The stock tapped new all-time highs off the headline, and Rick Ducat adds th...
Terra Innovatum (NKLR) CEO & CBDO on Nuclear Power Growth, A.I. Tailwinds
14 Oct 2025
Contributed by Lukas
Terra Innovatum (NKLR) CEO Alessandro Petruzzi and CBDO Giordano Morichi talk about why the company recently decided to go public via SPAC. As the nuc...
"Surrender to Pro-Growth Agenda:" Investors Cast Aside Volatility Concerns
14 Oct 2025
Contributed by Lukas
Zed Francis returns to Market On Close and explain how markets are pushing aside macro concerns while focusing on growth. He explains why everyone see...
‘Posturing’ Muddies Markets Around U.S./China Trade Negotiations
14 Oct 2025
Contributed by Lukas
Thierry Wizman thinks the market is clinging to hopes of a U.S./China trade de-escalation by the end of the year. He talks about the possibility of a ...
The Free Markets ETF (FMKT) Looks to Capitalize on Deregulation
14 Oct 2025
Contributed by Lukas
Joe Castiglie breaks down defensive rotation in the market as interest in utilities grows. He likes Southern Company (SO) as an AI-related energy play...
Highlighting Under the Radar Winners
14 Oct 2025
Contributed by Lukas
Josh Wein says “a lot has to go right” in the equity markets to justify their multiples. He expects mergers and acquisitions to continue and discu...
Big Banks Earnings Breakdown: Rotation in Finance Sector
14 Oct 2025
Contributed by Lukas
John Blank and Matt Maley break down bank earnings to ring in the 3Q earnings season. John notes that JPMorgan Chase (JPM) beat estimates, but by a sm...
Using Strategic Beta to Balance Your Portfolio
14 Oct 2025
Contributed by Lukas
Luke Lloyd points to strong liquidity in markets as a positive indicator for equities. He previews the 3Q earnings season as the big banks kick off. H...
Ca$htag$: Carvana’s (CVNA) ‘Wild Story’
14 Oct 2025
Contributed by Lukas
Likefolio’s Landon Swan walks through Carvana’s (CVNA) comeback story and compares it to CarMax (KMX). He notes “high consumer happiness” and ...
ACI Benefits from Consumers "Trading Down" in "Low Quality" Earnings Beat
14 Oct 2025
Contributed by Lukas
Katherine Black calls Tuesday's earnings rally in Albertsons (ACI) a relief for investors. She says consumers are using groceries more to cook at ...
Hatfield on AI: ‘It’s Good to Have Bubbles’
14 Oct 2025
Contributed by Lukas
Jay Hatfield has a 7,700 target for the SPX by the end of 2026 and lays out the conditions that could get us there. In particular, he discusses how th...
The Big 3: WMT, BLK, C
14 Oct 2025
Contributed by Lukas
Jessica Inskip turns to cornerstones of the market through financials and consumer staples on today's Big 3. She notes Walmart's (WMT) OpenAI ...
How AlphaTON (ATON) is Funding Cancer Research Through Tokenization
14 Oct 2025
Contributed by Lukas
Anthony Scaramucci and Brittany Kaiser explain how AlphaTON are using digital assets to fund cancer research and launch companies within blockchain an...
ORCL Becoming "Fourth Hyperscaler?" Steven Dickens on Oracle's "Core" A.I. Positioning
14 Oct 2025
Contributed by Lukas
While the stock cooled in the past couple weeks, Oracle (ORCL) has been on an undeniable tear since the start of 2025. Steven Dickens believes it has ...
SPX Technicals, "Deteriorating" A.I. Rallies Signal Market Shift
14 Oct 2025
Contributed by Lukas
@CharlesSchwab's Nathan Peterson says Friday's sell-off was brought by investors forgetting about the tariff picture, with a resurgence giving...
JPM Earnings Beat Not Enough to Jump High Bar
14 Oct 2025
Contributed by Lukas
JPMorgan Chase (JPM) posted strong earnings that included commentary from CEO Jamie Dimon suggesting the economy stayed resilient despite softness. Th...
Where’s the Business Plan? Market Worries About AI Grow
14 Oct 2025
Contributed by Lukas
Peter Andersen thinks the market is beginning to worry about business plans and profitability for AI use. He expects a correction in the sector and ha...
Mag 7 & Tech Weigh Down Markets, Tariff "Curveball" to Inflation Picture
14 Oct 2025
Contributed by Lukas
Kevin Green analyzes the moves investors saw at the start of Tuesday's trading session, noting a broadening market that's weighed down by Big ...
Finding AI Momentum Trades in Memory and Cooling
14 Oct 2025
Contributed by Lukas
Travis Prentice sees AI momentum broadening out, even into small caps. He’s looking at memory stocks in particular, such as Seagate (STX). He also l...
Hilary Kramer’s Small Cap Disruptor Picks & More
14 Oct 2025
Contributed by Lukas
Hilary Kramer looks at payment stocks; she likes Klarna (KLAR) because of its relationship with Amazon (AMZN), and Jefferson Capital (JCAP). In energy...
Citi (C) Posts Strong Earnings, Stuffed Crust Strengthens DPZ, JNJ Slides
14 Oct 2025
Contributed by Lukas
While big banks as a group posted strong earnings, Diane King Hall notes Citigroup (C) as a standout. She talks about how stronger IPO and dealmaking ...
U.S. & China "Back and Forth," Earnings Set High Bar in Big Banks
14 Oct 2025
Contributed by Lukas
More pressure pinned markets ahead of Tuesday's session as trade tensions reared their head again. Kevin Hincks reports from the @cboeglobalmarket...
Options Corner: AMD's A.I. Rally
14 Oct 2025
Contributed by Lukas
Reports that Oracle (ORCL) will deploy 50k AMD (AMD) chips for an A.I. "supercluster" by 3Q26 have pushed the chipmaker higher. Tom White co...
Versace: Gaming Out Until Trump/Xi Meeting, Need "Sustainable" Path Forward
14 Oct 2025
Contributed by Lukas
As investors react to the latest headline "tit-for-tat" moves between U.S. and China trade, Chris Versace says this is all gaming out the re...
BLK Tops Earnings, Shows Crypto & Fixed Income Growth
14 Oct 2025
Contributed by Lukas
Cathy Seifert reacts to Blackrock's (BLK) earnings beat. The financial sector standout topped 3Q top and bottom-line estimates and revealed nearly...
Chart of the Day: MP Rallying on Rare Earths Uncertainty
14 Oct 2025
Contributed by Lukas
MP Materials (MP) looks to continue its upward trajectory as rare earth companies react to ongoing tensions between U.S. and China. Rachel Dashiell ex...
China Sanctions Target Shipping, JPM & WFC Earnings Movers
14 Oct 2025
Contributed by Lukas
U.S. and China trade relations have been central focus over the last few trading days, and Kevin Green recaps the tensions now impacting the shipping ...
Worden: 'Love' PLTR & QBTS, Labor Bigger Risk to Markets Than Tariffs
14 Oct 2025
Contributed by Lukas
Jim Worden remains bullish on market momentum. He says technicals for most stocks show an uptrend, though he warns investors to brace for more "b...
"No Margin for Error:" Market's Focus on A.I. Overshadows Cracks Under Surface
13 Oct 2025
Contributed by Lukas
Morningstar's Dave Sekera says the A.I. trade hasn't shown much weakness, but if you look under the surface of the market's strength, ther...
Stock Market Today: Tariff Reversal Rally, AVGO & OpenAI Deal, New JPM Investments
13 Oct 2025
Contributed by Lukas
A Truth Social post from President Trump sent markets spiraling on Friday — while another sent markets soaring on Monday. This time, Trump took some...
Monday's Final Takeaways: Crypto's Mixed Picture & Memory's Big Day
13 Oct 2025
Contributed by Lukas
Memory stocks tied to the A.I. trade like Seagate (STX) and Western Digital (WDC) rallied strong to start the trading week, while crypto showed mixed ...
Options Action: VIX Futures Hint at Volatile Q4 Amid Low Liquidity Sell-Off
13 Oct 2025
Contributed by Lukas
Russell Rhoads discusses today's options action, saying Friday's sell-off was likely exacerbated by low liquidity and a lack of decision-maker...
APLD Continues Record High Amid Bitcoin Pricing, Growing A.I. Demand
13 Oct 2025
Contributed by Lukas
Applied Digital (APLD) saw yet another new all-time high as its post-earnings momentum carried the rally into a new week. A rebound in Bitcoin is one ...
MU Surges on Double Upgrade, Stock More Than Doubles in 2025
13 Oct 2025
Contributed by Lukas
BNP Paribas issued a rare double upgrade to Micron (MU) and raised its price target from a Street low to a Street high. Alex Coffey analyzes the analy...
EV Industry Gains Momentum: Trends and Challenges
13 Oct 2025
Contributed by Lukas
The electric vehicle industry's adoption pace is gaining momentum, despite some speedbumps. BJ Birtwell discusses the latest trends and challenges...
Risk-On Rebound: JPM, REMX in Focus Amid Market Uncertainty
13 Oct 2025
Contributed by Lukas
A strong risk-on sentiment has markets rebounding after last week's sell-off, but headwinds may still be on the horizon. Ben Emons says a combinat...
DDR Strategy: WMT, MSFT, JPM in a Volatile Market
13 Oct 2025
Contributed by Lukas
Government shutdowns tend to be a non-factor for long-term portfolios, says Samuel Diarbakerly. Instead, he recommends focusing on discipline, diversi...
Bank Earnings Season: 5 Themes to Watch
13 Oct 2025
Contributed by Lukas
Christine Short and Gene Goldman discuss the start of bank earnings season, which kicks off with JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo ...
Bianco: Brace for Long-Term Tariff Volatility, Barbell Investment Strategies
13 Oct 2025
Contributed by Lukas
When it comes to Monday's post-tariff rebound, Jim Bianco warns investors, "this is going to happen for the next few months to the next coupl...
"Buyer Beware:" What to Watch After Solidion Technology's (STI) 200%+ Rally
13 Oct 2025
Contributed by Lukas
Solidion Technology (STI) is up more than 200% on Monday's session but has still sold off close to 50% since the start of the year. The stock'...
Domino's (DPZ) Rebrands for Value and Convenience in QSR Battle
13 Oct 2025
Contributed by Lukas
Domino's Pizza (DPZ) is betting big on a rebranding effort that ditches "pizza" from its name, but don't think for a second it's...
AVGO Rallies on OpenAI 10GW Deal: Measuring Boradcom's Profitability in A.I. Buildout
13 Oct 2025
Contributed by Lukas
Broadcom (AVGO) surged after penning a massive deal with OpenAI that includes building 10 gigawatts of custom A.I. accelerators to enhance OpenAI'...
Domino's (DPZ) Poised for Growth: Undervalued Despite Pullback
13 Oct 2025
Contributed by Lukas
Domino's Pizza (DPZ) reports earnings tomorrow morning. Ahead of the release, Likefolio's Landon Swan says the company's unique approach t...
Bitcoin Building Path to Stability, Retail & Institutional Interest Grows
13 Oct 2025
Contributed by Lukas
Kyle Chassé believes Bitcoin serves as a "better form of gold" but isn't convinced crypto is at a pure state of stabilization. However,...
Bank Earnings Soar: CFRA Sees GS, MS Outperforming BAC
13 Oct 2025
Contributed by Lukas
CFRA's Kenneth Leon shares his optimism on bank earnings, expecting strong results and revenue beats across the major banks. He highlights Goldman...
The Big 3: ORCL, AMD, CEG
13 Oct 2025
Contributed by Lukas
Joe Tigay notes what he calls a "liquidity-driven" rally in markets but tells investors to stay alert, especially following Friday's tar...
AVGO Surges on OpenAI Deal, Tech Bulls Eye NVDA, AMD, BRK/B
13 Oct 2025
Contributed by Lukas
Broadcom (AVGO) shares are surging after announcing a partnership with OpenAI to deploy 10 gigawatts of custom AI accelerators. Patrick Mueller expect...