Schwab Network
Episodes
Off-the-Beaten-Path A.I. Winners: Data Centers and Fiber Optics Shine
31 Jul 2025
Contributed by Lukas
Nitin Sacheti says some of the best plays on the A.I. boom are in lesser-known names. He's bullish on data center builders like Western Digital (W...
Fed Holds Steady: Inflation and Tariffs in the Spotlight
31 Jul 2025
Contributed by Lukas
The Federal Reserve's decision to hold interest rates steady has sparked a mixed reaction. Joe Hegener and Arthur Laffer, Jr. weigh in on the impl...
"Money in the Clouds:" AMZN, MSFT, GOOGL
31 Jul 2025
Contributed by Lukas
Caleb Silver joins Nicole Petallides at the NYSE to discuss the megacap tech themes drawing investor focus in the current market. He adds his take on ...
Real Assets and Tech: FCX, TSLA Bullish, NVDA Cautious
31 Jul 2025
Contributed by Lukas
David Stryzewski sees opportunities in real assets like metals and metal miners as inflation concerns grow. He highlights Freeport McMoRan (FCX) as a ...
Record July Raises Pullback Concerns: Tech Overvalued, Winning Sectors Identified
31 Jul 2025
Contributed by Lukas
A record-breaking July has some investors wondering if the market's due for a pullback. CFRA's Sam Stovall says while the S&P 500 and Nasd...
APLD Leaps Higher After Earnings, CRWV Lease Deal
31 Jul 2025
Contributed by Lukas
Applied Digital (APLD) is still "losing money on an adjusted basis" says George Tsilis. But, shares of APLD have surged more than 30% after ...
AMZN Pricing Strategy Amid Tariff Impact Internationally
31 Jul 2025
Contributed by Lukas
Owen Carr joins Next Gen Investing to discuss Amazon (AMZN) and the e-commerce giant's pricing strategy during uncertain international trade amid ...
Awaiting Next 'iPhone Moment' for AAPL
31 Jul 2025
Contributed by Lukas
Likefolio's Megan Brantley examines Apple (AAPL) before the iPhone maker's next earnings report. She says investor sentiment is gloomy, with b...
"Excitement" Behind MSFT Earnings
31 Jul 2025
Contributed by Lukas
Even as Microsoft (MSFT) hits new all-time highs, Ken Mahoney says there is "still a lot of excitement here." Ken adds that MSFT and Nvidia ...
AMSC Surges: Powering A.I., Semiconductors, and U.S. Infrastructure Growth
31 Jul 2025
Contributed by Lukas
American Superconductor (AMSC) just reported a record-breaking quarter, with EPS and revenue surging past expectations. CEO Daniel McGahn joins us to ...
The Big 3: NVDA, AVGO, TSM
31 Jul 2025
Contributed by Lukas
Jason Brown joins Diane King Hall at the NYSE to discuss 3 stocks connected to the A.I. trade. First, he targets the biggest name around with Nvidia (...
July Market Insights: META, MSFT Outperform Amid Economic Risks
31 Jul 2025
Contributed by Lukas
George Noble shares his take on the market's performance in July, citing the outperformance of scalable businesses like Meta (META) and Microsoft ...
Bulls Maintain Momentum: Mag 7 Fueling Market Moves
31 Jul 2025
Contributed by Lukas
Jeff McClean looks at the current state of market sentiment among retail investors and company CEOs. He says since April's lows, a significant shift t...
The Morning Trade: AMZN Ahead of Earnings
31 Jul 2025
Contributed by Lukas
Marley Kayden previews Amazon (AMZN) earnings as the company is set to report after the close. She points to the company's cloud business and how ...
CMCSA Theme Parks, Movies and Example Options Trade
31 Jul 2025
Contributed by Lukas
Comcast (CMCSA) expectations "were low," admits Naveen Sarma. He joins Nicole Petallides at the NYSE to discuss the cable and media giant...
MA Strong Guidance, CVNA Soars, EBAY Leads SPX, QCOM Slips
31 Jul 2025
Contributed by Lukas
Mastercard (MA) earnings top estimates and Sam Vadas says it reveals a "stronger consumer." She adds that the credit card company's rais...
SPX, NDX Notch New All-Time Highs with MSFT & META Leading the Way
31 Jul 2025
Contributed by Lukas
Alex Coffey says the start of Thursday's trading is an "interesting start" as both the S&P 500 (SPX) and Nasdaq-100 (NDX) reach new ...
Fed Holds Steady: Jobs and Inflation Data Determine Next Steps
31 Jul 2025
Contributed by Lukas
Satyam Panday weighs in on the Fed's decision to hold rates steady. Panday thinks the Fed may need to see more weakness in employment reports befo...
MSFT Azure "Driving Force" in Earnings, META "Nothing Not to Like"
31 Jul 2025
Contributed by Lukas
Microsoft (MSFT) rallies on strong cloud growth from its Azure unit as the company is poised to trade at new all-time highs Thursday. Jenny Horne dive...
Inflation Data vs Corporate Earnings: Gauging PCE Data and Big Tech Earnings
31 Jul 2025
Contributed by Lukas
Kevin Hincks kicks off Morning Trade Live with a look inside the latest inflation data. June's PCE print revealed a slight rise in year-over-year ...
Options Corner: 2 Different AMZN Trades Ahead of Earnings
31 Jul 2025
Contributed by Lukas
Amazon (AMZN) highlights Thursday's postmarket earnings slate alongside Apple (AAPL). Tom White looks at the chart patterns so far in 2025, as the...
Ethereum Based, SPAC Backed: DYNX Merger with The Ether Machine
31 Jul 2025
Contributed by Lukas
Andrejka Bernatova joins Morning Movers to discuss her company's journey to merge with The Ether Machine in a $1.6B SPAC deal. In the same week th...
Chart of the Day: COIN Technicals Ahead of Earnings
31 Jul 2025
Contributed by Lukas
Ahead of Coinbase (COIN), Ben Watson discusses the crypto company's chart patterns. On the 5-day chart, Ben looks at a range between $370 and $391...
High Bar for AAPL Earnings, iPhone Demand Amid Tariff Uncertainty
31 Jul 2025
Contributed by Lukas
Ben Bajarin says that earnings expectations are high for Apple (AAPL) as the company's pull forward demand for new iPhones will be closely watched...
MSFT, META Lead Nasdaq Rally; FOMC Fallout and Fed's Next Steps
31 Jul 2025
Contributed by Lukas
Sam Vadas and Diane King Hall kick off Thursday's coverage from the NYSE as investors react to two huge earnings beats from Microsoft (MSFT) and M...
Crypto Corner: COIN & JPM Partnership, MSTR Earnings Preview
30 Jul 2025
Contributed by Lukas
Jenny Horne and Nate Peterson dive into this week's cryptocurrency movers including Coinbase (COIN). The company announced a partnership with JPMo...
EARNINGS ALERT: MSFT, META, QCOM
30 Jul 2025
Contributed by Lukas
The Mag 7 continued to show their magnificence in earnings. Microsoft's (MSFT) massive Azure cloud revenue beat and Meta Platforms' (META) dom...
Stock Market Today: MSFT & META Surge on Earnings, QCOM Falls
30 Jul 2025
Contributed by Lukas
Commentary from Fed chair Jerome Powell sent most stocks into the red after the FOMC voted 9-2 to keep interest rates unchanged in its July meeting. I...
EARNINGS ALERT: CVNA & ARM
30 Jul 2025
Contributed by Lukas
Carvana (CVNA) cruised on earnings while Arm Holdings (ARM) took a leg down after hours. ARM guidance fell between the midpoint of expected guidance r...
Markets "Disappointed" by Powell Press Conference, "Hesitation" to Hire & Spend
30 Jul 2025
Contributed by Lukas
Selling action ignited markets during Fed chair Jerome Powell's press conference after the FOMC announced it will keep interest rates unchanged. C...
Copper, Silver, Gold: How Metals Reacted to New Tariff News, FOMC Decision
30 Jul 2025
Contributed by Lukas
David McAlvany looks at the commodity market’s reactions to new tariff pressures and the FOMC decision. Copper is giving back a lot of gains because...
QCOM "Discount" Compared to AMD & NVDA: Key Technicals & Options to Watch
30 Jul 2025
Contributed by Lukas
Qualcomm (QCOM) trades a discount against peers like Nvidia (NVDA) and AMD Inc. (AMD) when it comes to valuation. However, Rick Ducat points out Wedne...
Nasdaq 2025 Retail Investor Survey Takeaways: Education, Crypto, ETFs
30 Jul 2025
Contributed by Lukas
Jillian DelSignore breaks down the Nasdaq’s 2025 Retail Investor Survey. She’s seeing a savvier retail investor and a “plummeting” of social m...
‘Who Blinks First’ Race Between White House & Fed; Opportunities in Aerospace, Autos & More
30 Jul 2025
Contributed by Lukas
Brian Glenn describes the accelerating “Who Blinks First?” tension between the White House and the Fed as he reacts to the FOMC decision. He works...
No Change in FOMC Interest Rates, Two Fed Officials Dissent on Vote
30 Jul 2025
Contributed by Lukas
As expected, the Fed did not change interest rates in its July meeting. However, one interesting result came from two Fed officials dissenting the dec...
"The Fed is Trapped:" Why Inflation & Labor Conditions are Hard to Navigate
30 Jul 2025
Contributed by Lukas
The Fed keeping interest rates the same was the "easy way out," says Michael Green. There's many economic puzzle pieces at play that he ...
Lonski: Fed ‘Put Too Much Emphasis’ on Tariffs in Decision Statement
30 Jul 2025
Contributed by Lukas
John Lonski gives his takeaways from the FOMC decision, which leaves rates unchanged in a 9-2 vote. The FOMC statement highlights inflation worries an...
Ethereum Turns 10: Its Place in the Crypto Industry
30 Jul 2025
Contributed by Lukas
Ethereum is celebrating its 10th birthday. Austin King calls it one of the big three of cryptocurrencies (the others are Bitcoin and Ripple) and says ...
LikeFolio: META "All In" on A.I., "No One Can Catch Them"
30 Jul 2025
Contributed by Lukas
Nearly half of the world's population is on Facebook and/or Instagram, and LikeFolio's Landon Swan believes the company has a stellar advantag...
The Big 3: NFLX, C, NKE
30 Jul 2025
Contributed by Lukas
"The decline has begun" for Netflix (NFLX), says TheoTrade's Don Kaufman, offering his bearish perspective on the streaming giant after ...
META CapEx "Feedback Loop," Margins Give Company "Unique Position"
30 Jul 2025
Contributed by Lukas
A lot of focus for Meta Platforms' (META) earnings will be on its CapEx spending. David Volpe expects the Mag 7 company to boost spending and foll...
2026 Earnings Expected to Outperform 2025; Schein Picks AAPL, DHI
30 Jul 2025
Contributed by Lukas
“This is the blockbuster week," Robert Schein says. “It’s going to tell us everything we need to know.” He notes that right now, 2026 ear...
How ETF Investors are Handling Fed Decisions
30 Jul 2025
Contributed by Lukas
Todd Rosenbluth is waiting to see if the Fed sets the stage for rate cuts in the fall with this FOMC decision. He looks at the issue through the lens ...
Aguilar: Opportunities in High-Quality Corporate Credit, Avoid Junk Bonds
30 Jul 2025
Contributed by Lukas
Charles Schwab’s Omar Aguilar reacts to the first read of 2Q GDP and analyzes the American economy. Looking at earnings, he expects profit margins t...
Liquidity Tightening Means Hard Choices About Deals, Paying Debt & Other Company Activity
30 Jul 2025
Contributed by Lukas
Melissa Di Donato sees caution and volatility tightening liquidity, pressuring executives on how they use company cash for acquisitions, paying down d...
Can CVNA Continue 150+% Y/Y Run? Tariffs Biggest Bump in the Road
30 Jul 2025
Contributed by Lukas
Carvana (CVNA) reports earnings after the close on Wednesday. Bullish interest has accelerated, as Marley Kayden notes, though there's one wild ca...
A.I. Takes Over Mag 7: A.I. Growth for META & MSFT Expected in Earnings
30 Jul 2025
Contributed by Lukas
There's a lot of metrics to watch between Meta Platforms (META) and Microsoft (MSFT) in their earnings Wednesday. Dan Morgan will focus on data ce...
PANW Acquiring CYBR for $25B, SOFI $1.5B Public Offering, STX Sells Off
30 Jul 2025
Contributed by Lukas
Wednesday morning saw big moves across various sectors. Sam Vadas starts with Palo Alto Networks (PANW) and its $25 billion acquisition of CyberArk So...
"Extremely Low" Realized Volatility as SPX Continues All-Time High Run
30 Jul 2025
Contributed by Lukas
There will be "no time to catch our breath" with Wednesday's FOMC interest rate decision and earnings from Microsoft (MSFT) and Meta Pla...
Borsai: Crypto Momentum to Accelerate, Bullish on Ethereum, Developing Markets to Benefit
30 Jul 2025
Contributed by Lukas
Crypto is "impacting every aspect of finance right now" says Les Borsai. He says that is reason enough for investors to pay attention to the...
GDP Jumps Back Ahead of FOMC Rate Decision, META & MSFT Earnings
30 Jul 2025
Contributed by Lukas
Today's jam-packed Wednesday started with a very strong GDP print. Kevin Hincks largely attributes the bounce back to imports. As for the big stor...
SBUX Comeback Story Intact, V Earnings Pressure
30 Jul 2025
Contributed by Lukas
Starbucks (SBUX) rallied despite posting a sixth straight quarter of same store sales being down. As Jenny Horne points out, commentary on the company...
Options Corner: META Earnings Event Ahead
30 Jul 2025
Contributed by Lukas
As investors await the latest quarterly figures from Meta (META), Rick Ducat shows the outperformance Mark Zuckerberg's company has displayed over...
Versace: Jobs Data Good Report for Economy, Maybe Not For a Rate Cut
30 Jul 2025
Contributed by Lukas
Chris Versace joins Morning Movers to discuss the latest labor market data and GDP print. On the ADP data, he says it was a "good report" fo...
Nelson: Why Ford is a Hold Rating, Gauging TSLA's Valuation Model
30 Jul 2025
Contributed by Lukas
Ahead of Ford (F) earnings, "it's all about the guidance," says CFRA's Garrett Nelson. The U.S. automaker reports 2Q earnings after ...
Friday's Tariff Deadline Approaches, FOMC Announcement Looms
30 Jul 2025
Contributed by Lukas
A crucial week for the markets continues to have Friday's tariff deadline in focus. Sam Vadas and Diane King Hall discuss the latest trade develop...
Chart of the Day: STX Pulls Back After Earnings
30 Jul 2025
Contributed by Lukas
Seagate (STX) reached all-time highs ahead of earnings, but dropped after weaker-than-expected guidance dismayed investors. Ben Watson looks at the tr...
‘Most Hated’ V-Shaped Rally in History; Entering ‘Fourth Industrial Revolution’
29 Jul 2025
Contributed by Lukas
“There’s 7 trillion sitting on the sidelines,” Jeffrey Small says, claiming there’s never been a “more hated” V-shaped rally. “It’s ok...
Tech Corner: MRVL Unique Value Proposition
29 Jul 2025
Contributed by Lukas
Marvell (MRVL) may not get the headlines of other names in the semiconductor sector, but it has a unique role in the tech space due to its ability to ...
Stock Market Today: NVO, SPOT & SOFI Sharp Earnings Movers
29 Jul 2025
Contributed by Lukas
Stocks closed down as tariff talks between the U.S. and China continued for a second day in Sweden. Most earnings didn't offer hope for positive t...
Navigating Market Complacency: Strategic De-Risking and Options Plays
29 Jul 2025
Contributed by Lukas
Eric Metz says market complacency has set in despite the S&P 500's new all-time highs. He notes that while the VIX has receded from April'...
No Room for "Hiccups:" Markets Priced to Perfection, FOMC Balancing Act Ahead
29 Jul 2025
Contributed by Lukas
Charles Schwab's Nathan Peterson sees the trading action over the last two sessions as interesting. He believes they add to a thesis that markets ...
How Could Rate Cuts Affect Crypto?
29 Jul 2025
Contributed by Lukas
Greg Magadini explains what a rate cut would mean for the crypto sector and how it could impact the “digital gold” narrative. He looks at the bond...
Demi Performance, Grande Expectations: SBUX Technicals to Watch
29 Jul 2025
Contributed by Lukas
Starbucks (SBUX) earnings came down after Tuesday's closing bell, and Rick Ducat serves a structured look into key levels investors will want to w...
Aeva CEO on LG Partnership, Using LiDAR with Robotics & Autonomous Tech
29 Jul 2025
Contributed by Lukas
Aeva Technologies (AEVA) penned a $50 million partnership with LG to advance its LiDAR tech for automotive, robotics, and other autonomous tech. CEO S...
‘The Market is the Mag 7’: What We Need From Big Tech Earnings
29 Jul 2025
Contributed by Lukas
“If you strip out housing, inflation is below trend.” Tim Davis covers economic data this week and shares his expectations for the Fed this year. ...
Weniger: ‘Looks Like We’re Going Higher’ From Here
29 Jul 2025
Contributed by Lukas
Jeff Weniger describes the market’s new highs as “gentle” and says most economic indicators he’s tracking are looking good. He thinks manufact...
Technical Tuesday: SPX, NKE, DHI
29 Jul 2025
Contributed by Lukas
Kevin Horner covers the S&P 500, Nike (NKE), and D.R. Horton (DHI) for Technical Tuesday. He thinks a pullback to the 20-day moving average for th...
PYPL "Cannot Get it Together," V & MA Bullish Setup
29 Jul 2025
Contributed by Lukas
Stephen Biggar says PayPal (PYPL) is in the middle of a "show me" story. He believes investors see tariff impacts as being great to the fint...
SRPT Rallies on FDA Green Light: A New Bottom for the Stock?
29 Jul 2025
Contributed by Lukas
Sarepta Therapeutics (SRPT) jumped on Tuesday's session after the FDA lifted a voluntary pause on the company's gene therapy treatment for pat...
Food Manufacturing Sees Array of Headwinds, Competition for Critical Resources
29 Jul 2025
Contributed by Lukas
Didi Caldwell sees a lot of headwinds for the food manufacturing industry between tariffs, an increasing regulatory environment, weight loss drugs, an...
Ca$htag$: Mondelez (MDLZ)
29 Jul 2025
Contributed by Lukas
Likefolio’s Landon Swan shares data on the giant snack food maker Mondelez (MDLZ). He notes that cocoa futures have gone up significantly in price, ...
BA Turbulence: New Tailwinds to Develop After Earnings?
29 Jul 2025
Contributed by Lukas
Boeing (BA) shares fell from premarket highs, which Melissa Armo calls a troubling sign for maintaining momentum. She also points to other headwinds s...
Wizman: Watch for Dissenting Fed Members in FOMC Announcement
29 Jul 2025
Contributed by Lukas
Thierry Wizman says “the most significant thing” we might see from the FOMC meeting tomorrow is dissent in the ranks. “The doves are not in the ...
The Big 3: QCOM, AEO, GOOGL
29 Jul 2025
Contributed by Lukas
While Apple (AAPL) iPhone sales are lagging, Jessica Inskip sees Qualcomm (QCOM) benefitting from other A.I. tailwinds and the stock's current val...
Home ‘Affordability Crisis’ Still in Full Swing
29 Jul 2025
Contributed by Lukas
“We’re still in an affordability crisis,” Katie Hubbard says, with Existing Home Sales hitting the lowest in “30 years.” She thinks it will ...
Visa (V) Cashing In on Earnings Weighs on Consumer Strength
29 Jul 2025
Contributed by Lukas
Visa (V) reports earnings after the close Tuesday. Its stock is up almost 40% year-over-year, but valuation concerns are catching up to the company. M...
MSFT "All About Azure," META Spending "Very Aggressively" on A.I.
29 Jul 2025
Contributed by Lukas
Microsoft (MSFT) and Meta Platforms (META) both report earnings on Wednesday, and Angelo Zino offers in-depth coverage on both Mag 7 companies. For Mi...
UNH Continues 50% Y/Y Slide, SPOT Sells Off, WHR "Tariff Exposed Story"
29 Jul 2025
Contributed by Lukas
It's all down arrows on this morning's earnings movers. Sam Vadas talks about the "tariff exposed story" impacting Whirlpool (WHR) a...
SPX Shows Little Weakness, Difficult to Hold All-Time Highs
29 Jul 2025
Contributed by Lukas
The SPX once again hit new all-time highs this morning as Alex Coffey notes strong technical trends in the index. That said, he argues it's "...
Gibley: Tariff Rates are Moving Higher, Someone Will Have to Pay Them
29 Jul 2025
Contributed by Lukas
Someone is going to have to pay higher prices, Michelle Gibley says as trade deals raise tariffs – either U.S. companies, or the U.S. consumer. She ...
NVO Plunges 20% After Cutting Outlook, SOFI Rallies 10% After Earnings
29 Jul 2025
Contributed by Lukas
Tuesday morning showed a tale of two companies. Novo Nordisk (NVO) sold off more than 20% after making heavy reductions to sales guidance for its Ozem...
"Buckle Up:" BA Earnings, Fed Meeting & Tariff Talks Kick Off Tuesday
29 Jul 2025
Contributed by Lukas
Headlines are moving at a pace that's "almost too much," says Kevin Hincks. He notes continuing tariff talks with China happening in Swe...
Options Corner: V Ahead of Earnings
29 Jul 2025
Contributed by Lukas
As investors await the latest quarterly results from Visa (V), Rick Ducat breaks down the technical picture taking shape on the charts. He notes the o...
'Wait and See' Labor Market Ahead of JOLTS, July Jobs Report
29 Jul 2025
Contributed by Lukas
Ahead of June JOLTS data, Noah Yosif from the American Staffing Association says the labor market is "bouncing around a bottom" with employe...
BA Earnings Beat: What's Next for Boeing?
29 Jul 2025
Contributed by Lukas
Ben Tsocanos says Boeing (BA) had a pretty good earnings report, saying aircraft production and deliveries are recovering. He believes cash flow is po...
U.S. and China Trade Talks, Tariffs Latest and UPS Earnings Miss
29 Jul 2025
Contributed by Lukas
Trade negotiations overseas continue to draw focus for investors and traders alike, says Sam Vadas. U.S. and China officials have continued talks in S...
Chart of the Day: PYPL Earnings Slide
29 Jul 2025
Contributed by Lukas
Ben Watson looks at the post-earnings reaction for PayPal (PYPL) after shares fall despite an earnings beat. On a 1-year timeframe, Ben calls the PYPL...
MUSQ Outperforms: How the ETF Tunes Into Bullish Optimism
28 Jul 2025
Contributed by Lukas
Taylor Swift's "Eras Tour" and Beyonce's "Cowboy Carter Tour" have proven people still want musical experiences, and pay t...
Stock Market Today: TSLA & Samsung Partnership, AMD 52-Week High, NKE Upgrade
28 Jul 2025
Contributed by Lukas
The first day of the trading week showed weakness in the $DJI and RUT. Tesla (TSLA) muscled strength for Big Tech after it made a deal with Samsung to...
META, MSFT, AAPL & AMZN: Previewing Next Round of Big Tech Earnings
28 Jul 2025
Contributed by Lukas
Earnings season will soon heat up with reports from tech giants Meta Platforms (META) and Microsoft (MSFT) reporting Wednesday, followed by Apple (AAP...
EARNINGS ALERT: CDNS Rallies to All-Time High
28 Jul 2025
Contributed by Lukas
Cadence Design (CDNS) beat on its latest earnings and raised sales guidance for fiscal 2025. This comes nearly a month after the U.S. lifted licensing...
EU & U.S. Trade Deal Big Step Forward, Still a Long Road Ahead
28 Jul 2025
Contributed by Lukas
While the EU trade deal is a big step forward for the U.S. solidifying tariffs, Michelle Gibley with Charles Schwab says there's still plenty of o...
Bauer: Dollar Rally Could Hold, Sell Rallies on Crude Oil & Buy Dip on Gold
28 Jul 2025
Contributed by Lukas
Scott Bauer does not expect a rate cut this week but is still listening to Fed commentary. He looks ahead to the July jobs report, saying a miss could...
SOFI Off All-Time Highs Ahead of Earnings
28 Jul 2025
Contributed by Lukas
SoFi Technologies (SOFI) has more than doubled off its 52-week lows in April and tends to show earnings that go above Wall Stret estimates. Rick Ducat...
SEI Investments (SEIC) CEO: We are ‘Connective Tissue’ of Finance Industry
28 Jul 2025
Contributed by Lukas
Ryan Hicke, CEO of SEI Investments (SEIC), breaks down the asset management holding company. “We had another really solid quarter…we’re telling ...
Fed in ‘Wait and Hope’ Mode on Rate Cuts, Watch for September Signals
28 Jul 2025
Contributed by Lukas
“The Fed wants to cut” argues Jeff Klingelhofer, but just can’t right now because of economic data. He doesn’t expect inflation to lower as mu...
Rate Cut or Rate Hike? Tariffs, Jobs & Inflation Leave Fed's Path Uncertain
28 Jul 2025
Contributed by Lukas
Peter Tchir and John Lekas both share concern on the direction of the job market, but they differ on what it means for interest rates. Peter estimates...
Following the Money with Kevin Mahn: AI, Defense & More
28 Jul 2025
Contributed by Lukas
“Where is all the money going?” Kevin Mahn asks, and answers: AI infrastructure and aerospace & defense. He sees an opportunity in TSMC (TSM),...
Retirement Tips For Your Portfolio
28 Jul 2025
Contributed by Lukas
Mindy McIntosh thinks the middle class is concerned about volatility and consumer health. She is helping near-retirement clients “take gains off the...