Schwab Network
Episodes
NVDA Earnings to Impact All of A.I., Trump Pushes for 50% India Tariffs
27 Aug 2025
Contributed by Lukas
Kevin Hincks says "70 names" will move alongside Nvidia (NVDA) once it reports earnings after the close. All eyes will be on the leader of W...
MDB Up 30% After Earnings, OKTA Rallies on Raised Guidance
27 Aug 2025
Contributed by Lukas
Some software names got an earnings boost ahead of Nvidia's (NVDA) market moving report after the bell. Jenny Horne talks about the heavy bullish ...
Options Corner: CRWD Earnings Example Trade
27 Aug 2025
Contributed by Lukas
CrowdStrike (CRWD) shares have significantly rebounded from its July 2024 outage and hit new all-time highs earlier this year. Tom White points to tec...
Lundgren: Why A.I. Bubble Has Been Going on For Years
27 Aug 2025
Contributed by Lukas
David Lundgren joins Diane King Hall to discuss the A.I. rally and his belief that the markets have been in a "bubble" for the last 3 years....
Woods on NVDA Ripple Effects, Fed's Independence
27 Aug 2025
Contributed by Lukas
Nvidia (NVDA) is the most valuable company in the world, and Jay Woods says it will impact every 401(k) out there as its presence across multiple indi...
Chart of the Day: SNOW's Long Term Resistance
27 Aug 2025
Contributed by Lukas
Snowflake (SNOW) earnings share a reporting date with Nvidia (NVDA) but on the chart it's a different story as SNOW's been relatively rangebou...
NVDA Earnings Loom, India Tariffs Hike
27 Aug 2025
Contributed by Lukas
Kevin Green says he isn’t expecting a major move in Nvidia (NVDA) stock unless there are big announcements in its earnings report around its China b...
McGraw Hill (MH) CEO on First Post-IPO Earnings, "Gamification" of Education & A.I. Growth
27 Aug 2025
Contributed by Lukas
Simon Allen, CEO of McGraw Hill (MH), talks about his company's recent IPO and its first earnings since the stock began public trading. He mention...
Ghabour: Powell "Last Piece of Puzzle" for Bull Run, "Big Win" for Small Caps
26 Aug 2025
Contributed by Lukas
Eddie Ghabour notes the market "shrugging off" the "battle" between Fed member Lisa Cook and President Trump as a good thing. He b...
Stock Market Today: Trump Targets Cook, LLY Drug Trial Rally, MDB Soars After Hours
26 Aug 2025
Contributed by Lukas
Markets saw a melt-up near the end of Tuesday's session that pushed indices solidly into green territory. This comes despite comments from Preside...
True Sector ETFs: NVDA, AMZN Lead the Way Without Caps
26 Aug 2025
Contributed by Lukas
Nick Frasse discusses the launch of two new True Sector ETFs, which aim to give investors uncapped exposure to sector winners like Nvidia (NVDA) and A...
Rotation Out of Mega Caps Ahead of NVDA Earnings
26 Aug 2025
Contributed by Lukas
Joe Mazzola with Charles Schwab doesn't see much risk in President Trump's attempts to remove Fed governor Lisa Cook from her position, pointi...
Why Home Purchase Cancellations are Rising, and What Needs to Change
26 Aug 2025
Contributed by Lukas
Chen Zhao explains why home purchase cancellations are on the rise, citing buyer difficulty with high mortgage rates. These cancellations happen betwe...
Markets Attempt Melt-Up on Mixed Volume Session
26 Aug 2025
Contributed by Lukas
It was a quieter day on Wall Street ahead of Nvidia's (NVDA) market-moving earnings, though Kevin Green points out a melt-up near the end of the s...
Hirsch: Lack of Entry Level Jobs Creates Decades of Ripple Effects for ‘Consumers of the Future’
26 Aug 2025
Contributed by Lukas
Erik Hirsch breaks down the latest consumer data and remarks on the bifurcation in consumer health between higher and lower income consumers. He is al...
Blackwell, China & Powering A.I.: Everything to Watch in NVDA Earnings
26 Aug 2025
Contributed by Lukas
Christopher P. Davis offers a wide perspective into Nvidia (NVDA) ahead of its market-moving report Wednesday. He says a strong quarter and outlook ca...
Housing, AI, Back-to-School: the Many Faces of REITs Investing
26 Aug 2025
Contributed by Lukas
Patrick Wilson is looking for names that will do well through low economic growth. “We’re always looking for relative value,” he says, including...
The Psychological Impact of Tariffs and Changes in Consumer Behavior
26 Aug 2025
Contributed by Lukas
Bryan Gildenberg argues that tariff impacts seem more psychological than actual, but consumers are “gun-shy” because of the recent cycles of infla...
Can Powell Land the Plane?
26 Aug 2025
Contributed by Lukas
“Stay diversified and data driven” as the market walks a tightrope, says Tony Drake. He likes small caps with strong balance sheets, saying they’...
Ca$htag$: Abercrombie & Fitch (ANF)
26 Aug 2025
Contributed by Lukas
Likefolio’s Andy Swan sees Hollister propping up Abercrombie & Fitch (ANF) ahead of earnings Wednesday morning. He shares consumer sentiment dat...
Silvaco (SVCO) CEO on A.I. Boom & Semiconductor Trends
26 Aug 2025
Contributed by Lukas
Silvaco's (SVCO) recently-transitioned CEO, Wally Rhines, talks about how his company operates in A.I. chip production. As he explains, A.I. has a...
GOOGL v. FOX: YouTubeTV Agreement Nears Expiration
26 Aug 2025
Contributed by Lukas
Fox could pull its network off of Alphabet's (GOOGL) YouTube TV if the two don't reach an agreement by Wednesday evening. In the negotiations,...
Mag 7 Bifurcation: NVDA Continues Leadership, AAPL Lags in A.I.
26 Aug 2025
Contributed by Lukas
Hatem Dhiab sees Nvidia (NVDA) benefitting long-term from increasing hyperscaler spend, even if earnings do not meet the sky-high bar set by Wall Stre...
The Big 3: AXP, GS, CAT
26 Aug 2025
Contributed by Lukas
Finance and industrials are the focus of Jessica Inskip's Big 3, all with one common theme: strong dividend yields. Jessica explains the purpose b...
LLY Weight Loss Drug Momentum, AT&T's (T) $23B EchoStar Licenses, ULTA Price Target Hikes
26 Aug 2025
Contributed by Lukas
AT&T (T) secured a deal worth $23 billion with EchoStar (SATS) to buy spectrum licenses from the company. Eli Lilly (LLY) tacked on billions of do...
Gold vs Silver Strategies: How Investors Can Use Metals in Portfolios
26 Aug 2025
Contributed by Lukas
Aakash Doshi covers continuing demand for gold as the metal’s futures trade 3% below its all-time high. He compares gold vs silver for prospective i...
Tariffs Take Focus in WSM Earnings, Options Trade Ahead of Report
26 Aug 2025
Contributed by Lukas
While Nvidia's (NVDA) earnings will take all of the market's attention Wednesday, Sam Vadas points to Williams-Sonoma (WSM) as a report that w...
PANW, CRWD & Agentic A.I.: Bonner's Big Picture on Cybersecurity
26 Aug 2025
Contributed by Lukas
Ahead of Okta Inc's (OKTA) earnings on Tuesday, Joseph Bonner gives his big picture perspective on the cybersecurity space. For Palo Alto Networks...
Gibley: U.S. Dollar Can Fall Farther, But Won’t Lose ‘Reserve Currency’ Status
26 Aug 2025
Contributed by Lukas
Michelle Gibley says international stocks still look attractive and reviews the latest economic developments in Europe. She also looks at the Japanese...
10-Year Yields Consolidate, Potential Catalyst for Defense Stocks
26 Aug 2025
Contributed by Lukas
Markets opened mixed to start Tuesday's trading session. Kevin Green urges investors to keep consumer confidence top of mind as it can serve as an...
AMD Upgrade on Hyperscaler Demand, OKTA Upgrade Ahead of Earnings
26 Aug 2025
Contributed by Lukas
AMD Inc. (AMD) got more bullish momentum from Truist after the firm upgraded the stock on expectations hyperscaler demand will add to its revenue stre...
Navigating the Lisa Cook Confusion, Latest Ecodata Beats, NVDA Earnings Loom
26 Aug 2025
Contributed by Lukas
Kevin Hincks says the legality of whether President Trump can fire Lisa Cook from the Fed "will be figured out in the courts." He talks abou...
Options Corner: AMD Gains on Upgrade & IBM Partnership, Watch NVDA Earnings
26 Aug 2025
Contributed by Lukas
AMD Inc. (AMD) moved higher in premarket hours after Truist issued an upgrade for the stock. The company also got a new partnership with legacy tech f...
Agar: Rate Cut Won't 'Move Needle' for Home Buyers
26 Aug 2025
Contributed by Lukas
Eric Agar talks about the "slow" summer for the housing market ahead of Tuesday morning's Case-Shiller home price index report. While ma...
OKTA "Really Strong" in Cybersecurity, Candidate for Possible Acquisition
26 Aug 2025
Contributed by Lukas
Michelle Connell considers Okta Inc. (OKTA) a "really strong company," though the company's commentary on government-side weakness is so...
Lisa Cook Termination Will Lead to "Slippery Slope," Trump's Digital Tax Tariffs
26 Aug 2025
Contributed by Lukas
"You can make a reality TV show with the drama between the Fed and the White House," says Kevin Green. That said, he believes the potential ...
Chart of the Day: PVH Bearish Divergence Ahead of Earnings
26 Aug 2025
Contributed by Lukas
PVH Corp. (PVH) reports earnings after the close on Tuesday. @CharlesSchwab's Brett Crowther points out that the stock is facing bearish divergenc...
CRWV, CRCL, BLSH and 2025 IPOs that WOW'ed the Markets
25 Aug 2025
Contributed by Lukas
When it comes to the IPO market, John Jannarone points to this year's biggest movers in A.I. and Crypto as the big themes to watch moving forward....
Fed Balance Sheet Shrinkage Over Rate Cuts
25 Aug 2025
Contributed by Lukas
Dory Wiley thinks the Fed may regret cutting rates again so soon, warning it could lead to a "hissy fit" from the market if they don't deliver. Instea...
Stock Market Today: NVDA Price Target Hikes, Crypto Flash Crash, KDP Merger Sell-Off
25 Aug 2025
Contributed by Lukas
Markets gave back some of the gains seen in Friday's post-Powell rally, though Nvidia (NVDA) was one major stock that gained thanks to a pair of p...
PVH: Low Growth, High Potential in Turnaround Plan
25 Aug 2025
Contributed by Lukas
Morningstar's David Swartz previews PVH Corp's (PVH) earnings due tomorrow. He expects a low-growth quarter with 1% sales growth, but notes th...
Overlooked Stock: IREN Nears All-Time High Ahead of Earnings
25 Aug 2025
Contributed by Lukas
Nvidia (NVDA) isn't the only A.I.-centric stock reporting earnings this week. George Tsilis turns investors' attention to IREN Ltd. (IREN), ma...
ANF Partners with NFL: Undervalued Stock Shows Signs of Turnaround Potential
25 Aug 2025
Contributed by Lukas
Abercrombie & Fitch (ANF) is looking to score a touchdown with its new NFL partnership, but will it be enough to turn around the struggling stock?...
Powell's Speech Not "Dovish" as Markets Think, Friday's PCE Will Prove Critical
25 Aug 2025
Contributed by Lukas
"Inflation is still here, inflation is still sticky," says Charles Schwab's Collin Martin. He makes the case that the markets put too mu...
Crypto Flash Crash: The "Washing Machine" Effect of Bitcoin & Ethereum
25 Aug 2025
Contributed by Lukas
CoinDesk's Andy Baehr talks about the "flash crash" in crypto after a whale reportedly moved $2.4 billion out of Bitcoin into other cryp...
SPX Maintains Tight Channel, NVDA Consolidation Before Earnings
25 Aug 2025
Contributed by Lukas
When it comes to Monday's price action, Kevin Green says there's still bullish momentum rising above the red arrows. While the index's equ...
Fed Signals Shift: Tariffs, Economy, and NVDA in the Crossfire
25 Aug 2025
Contributed by Lukas
Bill Lee breaks down the latest comments from Federal Reserve Chair Jerome Powell and what they mean for the economy. Lee says Powell's shift in t...
NVDA Path to $200: Bullish Long-Term Growth, Bearish China Talks
25 Aug 2025
Contributed by Lukas
John Freeman says he's "very bullish" on Nvidia's (NVDA) growth prospects. He sees the company's tech evolution accelerating far...
Wall Street Rallies on Powell’s Remarks
25 Aug 2025
Contributed by Lukas
Fed Chair Jerome Powell's Jackson Hole remarks sparked a Wall Street rally and renewed rate cut hopes, but Arthur Laffer remains cautious. He expe...
Barbell Strategy for Volatile Markets: Tech, AI, and Consumer Staples Highlighted
25 Aug 2025
Contributed by Lukas
Mindy McIntosh strikes a cautiously optimistic tone for the rest of the year, despite expecting more market volatility. She believes the Federal Reser...
Market Concentration: Large Caps Dominate, Small Caps Struggle
25 Aug 2025
Contributed by Lukas
Tim Quast discusses why stocks could struggle to sustain a broadening rally beyond the largest names, such as those in the S&P 500. He says less t...
IPO Market Set to Skyrocket
25 Aug 2025
Contributed by Lukas
The 2025 IPO market is on track to be a record-breaker, with Jim Neesen expecting 100% of 2024's new issuances to be surpassed by year-end. He joi...
Re-energizing CELH: Alani Nu Acquisition "Home Run" for Company
25 Aug 2025
Contributed by Lukas
Celsius (CELH) and the energy drink industry have "taken Wall Street by storm," says LikeFolio's Landon Swan. He credits the company'...
OKTA Earnings in Focus: Valuation vs. Quality in Cybersecurity Space
25 Aug 2025
Contributed by Lukas
Okta's (OKTA) upcoming earnings report is in focus, with investors watching for signs of a turnaround after execution challenges and cyber breache...
SPOT Price Increases 'Music to Investors' Ears,' Faces Consumer Fatigue
25 Aug 2025
Contributed by Lukas
Spotify (SPOT) is turning up the dial when it comes to subscription prices. Sam Vadas talks about plans from the music streaming giant to boost costs ...
The Big 3: SEDG, DDOG, SBUX
25 Aug 2025
Contributed by Lukas
Like the rest of Wall Street, Prosper Trading Academy's Scott Bauer is anxiously awaiting Nvidia's (NVDA) earnings, as Wednesday's report is expected ...
Small-Cap Value Due for Rebound: Buy the Rumor, Sell the News in AI Stocks
25 Aug 2025
Contributed by Lukas
John Petrides believes value stocks, particularly small-cap value, are due for a rebound. Despite concerns about recession and interest rates, he sees...
Luxury 'Co-Ownership:' Pacaso CEO on Rise of High-Income Vacationing
25 Aug 2025
Contributed by Lukas
Austin Allison, CEO of Pacaso, talks about how home "co-ownership" is on the rise and how his company offers luxury real estate to customers. As he ex...
Analyst Predicts "Inflection Point" for OKTA: Bullish Cybersecurity Outlook Remains
25 Aug 2025
Contributed by Lukas
Truist upgraded Okta Inc. (OKTA) and raised its price target for the cybersecurity company ahead of its earnings report on Tuesday. Sam Vadas talks ab...
PDD Beats Despite Intense Competition, KDP Acquiring Peet's, Furniture Tariffs Hit Stocks
25 Aug 2025
Contributed by Lukas
PDD Holdings (PDD) rallied in the premarket, then pulled back, and gained traction again after the opening bell. Diane King Hall points out the compan...
30YR-3MO Treasury Spread's Correlation to SPX, Hard Assets in Focus
25 Aug 2025
Contributed by Lukas
Kevin Green is watching the 30-year to 3-month treasury spread, which had a significant run up and may signal a pullback in the SPX. He offers a look ...
Worker Strike Hits BA with Headwind, China's Jet Orders Offer Tailwind
25 Aug 2025
Contributed by Lukas
Ben Tsocanos talks about the latest red mark on Boeing (BA) after 3,200 machinists went on strike against the company. He mentions that the strike isn...
"Final Chapter Has Not Been Written" on September Rate Cut
25 Aug 2025
Contributed by Lukas
Jim Bianco argues that Jerome Powell's Jackson Hole speech last Friday was the same, made for the same reasons, calling for the same outcome. He b...
Measuring NVDA Strength Into Earnings, U.S. 10% Stake in INTC
25 Aug 2025
Contributed by Lukas
Enthusiasm retreated last week despite analysts raising price targets on Nvidia (NVDA) says Jenny Horne. She offers a big picture perspective around t...
NVDA to Move Markets This Week, RUT Run Turns Attention to Small Caps
25 Aug 2025
Contributed by Lukas
It's no secret: Nvidia's (NVDA) earnings will lead the market this week. Kevin Hincks talks about the critical report and how it's connect...
Options Corner: CRWD Earnings Trade
25 Aug 2025
Contributed by Lukas
Rick Ducat dials up the chart of CrowdStrike (CRWD) ahead of the cybersecurity company's upcoming earnings report. He points to near term areas of...
What a Fed Rate Cut Means for Homebuyers
25 Aug 2025
Contributed by Lukas
Alex Barron discusses the issue facing homebuyers right now: Higher prices, higher rates. He says the Fed cutting rates would be a good start to help ...
Nicholson: Temu Generation Could Eclipse Amazon Generation
25 Aug 2025
Contributed by Lukas
David Nicholson looks at PDD Holdings (PDD) after an earnings beat, saying he still has questions about the "business model" and whether or ...
Powell Hints on September Cut; NVDA, INTC Focus This Week
25 Aug 2025
Contributed by Lukas
Kevin Green and Diane King Hall kickstart the week with a look back at Fed Chair Jerome Powell's commentary on Friday. Kevin says the small cap ra...
Chart of the Day: OKTA
25 Aug 2025
Contributed by Lukas
Okta Inc. (OKTA) earnings are set to report this week. Kevin Horner dissects the stock's recent price action and reveals what technical indicators...
"Long-Term" Tariff Pain Will Offer "Magnificent" Opportunity for U.S.
24 Aug 2025
Contributed by Lukas
Patrick Mueller says Fed chair Jerome Powell's dovish commentary at Jackson Hole is good for markets short-term. Long-term, tariffs remain a headw...
GasBuddy: $3 Per Gallon Gas Likely, Geopolitical Wild Card Remains
24 Aug 2025
Contributed by Lukas
GasBuddy's Patrick De Haan expects to see gasoline prices steadily decline from now heading into the fall months. The average national gallon of g...
Inflation & Jobs Risks Ahead: Markets Reaction to Powell "Premature?"
23 Aug 2025
Contributed by Lukas
Ed Yardeni was "surprised" by Wall Street's reaction to Fed chair Jerome Powell's Jackson Hole speech on Friday. He points out infla...
IVES: Putting Dan's A.I. Insights Into One ETF
23 Aug 2025
Contributed by Lukas
Dan Ives has been a table-pounder when it comes to the A.I. space. A few weeks back, Wedbush created an ETF that puts his top A.I. picks into one pack...
Tech Corner: Shopify's Stance in E-commerce
22 Aug 2025
Contributed by Lukas
Shopify (SHOP) shares soared after its latest earnings report. That move caught the eye of the Tech Corner team. George Tsilis examines the business s...
Stock Market This Week: Powell's Dovish Stance, META A.I. Moves, NVDA Chinese Chip
22 Aug 2025
Contributed by Lukas
It was a down week on Wall Street — until Friday, when dovish commentary from Jerome Powell the markets took as a strong rate cut signal pulled most...
Sripada: AAPL Lags in A.I. Software, OpenAI Perfect Candidate for Buildout
22 Aug 2025
Contributed by Lukas
Shashank Sripada argues that no one can surpass Apple's (AAPL) "operational prowess and supply chains," though it's a different stor...
New International ETF QUIZ: Quality Companies Across the Globe
22 Aug 2025
Contributed by Lukas
Sal Esposito joins to discuss the firm's new fund, Zacks Quality International ETF (QUIZ). Esposito shares why now is the right time to launch an ...
Overlooked Stock: ACMR Jumps Almost 20%
22 Aug 2025
Contributed by Lukas
ACM Research (ACMR) is a small-cap semiconductor company gaining traction on Wall Street, with the stock up about 50% over the last year. George Tsili...
Door Opens to September Rate Cut, Incoming Data Can Hinder Cutting Cycle
22 Aug 2025
Contributed by Lukas
Charles Schwab's Cooper Howard joins public consensus that Jerome Powell's Jackson Hole speech "opened the door" to a September rate...
Market Rally After Powell's Speech: Premature or Prescient?
22 Aug 2025
Contributed by Lukas
Damien Dwin says the market's rally after Jerome Powell's Jackson Hole speech may be premature. While a rate cut could bring relief to consume...
U.S. Manufacturing Rebounds: Strong PMI and Corporate Investments Drive Growth
22 Aug 2025
Contributed by Lukas
Christian Briggs believes the U.S. manufacturing sector is on the cusp of a significant rebound, driven in part by a strong PMI reading and President ...
Canada Drops Tariffs, USMCA Strength Signals New Trade Talks Template
22 Aug 2025
Contributed by Lukas
Canada's decision to drop most retaliatory tariffs on the U.S. may signal a new tack in trade negotiations, according to Marc Gilbert. Gilbert say...
Tech Titans and Roth Conversions: MSFT, GOOGL in Focus
22 Aug 2025
Contributed by Lukas
Ted Thatcher discusses his market outlook, citing the U.S. consumer's struggles with inflation and the impact of potential Fed rate cuts. He highl...
PLTR "Roller Coaster Ride" Can Continue, A.I. CapEx Double Edged Sword
22 Aug 2025
Contributed by Lukas
Frances Stacy says she remains "constructive" on Palantir (PLTR). The company sold off 10% throughout the week but she says the company hold...
WMT, TGT, TJX, ROST: Big-Box Retailers Navigate Tariffs and Headwinds
22 Aug 2025
Contributed by Lukas
Walmart (WMT) is among the retail winners as big-box earnings roll in, with its size and scale giving it an edge to weather potential tariffs and econ...
Fed Signal Shifts: Diversified Income Strategy for 2026 Market Extension
22 Aug 2025
Contributed by Lukas
Noah Wise says the market's initial reaction to Fed Chair Powell's comments was "a little bit more nuanced" than meets the eye. Whil...
Model Y Chatter Gives TSLA Digital Boost, Robotaxi Shows Pricing Power
22 Aug 2025
Contributed by Lukas
Earlier in the year, Tesla (TSLA) faced pressure from all fronts as digital demand, brand perception and vehicle deliveries all plunged. Megan Brantle...
Navigating Tariffs and Rising Prices: ROST and TJX Lead the Discount Retail Charge
22 Aug 2025
Contributed by Lukas
The discount retail space is navigating a complex landscape of tariffs and rising prices, but some retailers are better positioned than others. Jharon...
Market Melt-Up Continues: Bullish Outlook Despite XLE Correction Risk
22 Aug 2025
Contributed by Lukas
Chris Vermeulen says the market's price action is what matters most, not Fed Chair Jerome Powell's comments. Vermeulen thinks the market's...
The Big 3: LLY, BA, CVS
22 Aug 2025
Contributed by Lukas
Dan Deming considers Friday's trading action after Jerome Powell's Jackson Hole speech "remarkable." On stocks he's watching ahe...
Fixed Income Post-Powell Speech: 'Still Lots of Opportunity' Ahead
22 Aug 2025
Contributed by Lukas
Mike Sanders reflects on an "exciting day" for fixed income after Fed chair Jerome Powell indicated a dovish stance on interest rates during...
"Conditions May Warrant Adjusting Policy:" Analyzing Powell's Jackson Hole Speech
22 Aug 2025
Contributed by Lukas
Markets rallied on Fed chair Jerome Powell's commentary at Jackson Hole, especially when he indicated potential changes in how the FOMC looks at i...
Bryson: NVDA "By Far" Dominant A.I. Player, China Uncertainty Holds Limited Risk
22 Aug 2025
Contributed by Lukas
Nvidia (NVDA) reports its highly-anticipated earnings next Wednesday, and Wedbush's Matthew Bryson says it's Nvidia's "market to lose...
Stock Performance Ahead Hinges on Dovish v. Hawkish Powell
22 Aug 2025
Contributed by Lukas
The market is focused entirely on Jerome Powell's Jackson Hole speech. Alex Coffey talks about how stocks on Wall Street can significantly shift o...
ZM Soars on A.I. & Guidance Strength, INTU Slides, ROST to Up Prices
22 Aug 2025
Contributed by Lukas
Mailchimp proved to be a drag on Intuit's (INTU) earnings, with guidance also coming in under Wall Street's estimates. Diane King Hall notes t...
All Eyes On Powell & Jackson Hole, NVDA H20 Chip Confusion
22 Aug 2025
Contributed by Lukas
Friday is the day Fed chair Jerome Powell speaks at Jackson Hole. Kevin Hincks talks about the scenarios that can ignite a sell-off or lead to a rally...
'Pass the Baton:' Healthcare & Financials Beneficiaries of Next Market Cycle
22 Aug 2025
Contributed by Lukas
Ahmed Riesgo sees healthcare and financials being the two sectors to benefit the most in the coming months. He expects healthcare to benefit from evol...
META's $10B Cloud Deal with GOOGL, WDAY Lower After Earnings
22 Aug 2025
Contributed by Lukas
A day after Meta Platforms (META) froze hiring in its A.I. division, the company announced a deal $10 billion A.I. deal with Alphabet (GOOGL). As Jenn...
Options Corner: NVDA Halts China Chips Production
22 Aug 2025
Contributed by Lukas
Nvidia (NVDA) says it will halt H20 chip production. CEO Jensen Huang says the company is in talks with the U.S. to sell a more advanced A.I. chip to ...