Schwab Network
Episodes
Hybrid Work Improves Productivity, Commuting is ‘Very Wasteful’
28 Jul 2025
Contributed by Lukas
Mark Dixon examines the U.S. labor market and the push many companies are making towards automation. He argues hybrid work can benefit companies, show...
WRD Pilot Program Grows: How it Differs from TSLA & Autonomous Competitors
28 Jul 2025
Contributed by Lukas
WeRide (WRD) will expand robotaxi operations to Saudi Arabia. The company was granted a permit to use its autonomous tech in the country, the latest i...
SPOT "Market Leader" in Streaming, Investors Turn Up Volume on Earnings
28 Jul 2025
Contributed by Lukas
"It's hard not to love" Spotify's (SPOT) business model and growth potential, according to LikeFolio's Landon Swan. He calls Spo...
‘The Bar for These Names is Astronomical’: Mag 7 Earnings
28 Jul 2025
Contributed by Lukas
Logan Gilland explains what the market is looking for in Mag 7 earnings this week, with an “astronomical” bar to clear. He likes Amazon (AMZN) bec...
The Big 3: TSLA, GLD, PYPL
28 Jul 2025
Contributed by Lukas
Gold is back in a "buy the dip" trend, according to Prosper Trading Academy's Scott Bauer. He explains the play he sees in the SPDR Gold...
Preparing for Potential Pullbacks in the Fall
28 Jul 2025
Contributed by Lukas
Wayne Kaufman says Trump’s “flexibility” around trade is providing “confidence” to markets that he will make business-benefitting deals. “...
Trade Deal Volatility: Here to Stay Until the Holidays?
28 Jul 2025
Contributed by Lukas
"The market is running on volatility instead of this trade deal," says John Blank. He highlights that a lot of this trade deal is simply hea...
GOOGL "Set Tone" for Mag 7 Earnings, CapEx & Data Centers Key Figures
28 Jul 2025
Contributed by Lukas
The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap com...
Cutting Costs Key for UPS Turnaround, Dividend in Crosshairs
28 Jul 2025
Contributed by Lukas
Marley Kayden says "to say expectations are low is fair" for UPS Inc. (UPS), however, you may not want to count the stock out. While UPS fac...
Leon: "Fundamentals Matter" for SPOT Despite Massive Market Share Capture
28 Jul 2025
Contributed by Lukas
Spotify's (SPOT) earnings Tuesday morning will be one closely watched by investors, says CFRA's Ken Leon. While he says its only competition i...
NKE "Multi-Year Recovery" Story, TXN Upgrade, CSCO Downgrade
28 Jul 2025
Contributed by Lukas
JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in re...
Vanity Trade ‘Not Talked About Enough’: LLY, NVO, ULTA, SFIX, BMBL & More
28 Jul 2025
Contributed by Lukas
Mish Schneider is looking for small caps to catch up to the rest of the market, otherwise she expects SPX investors to start taking profits. She “lo...
SPX "Moving Target:" Seasonally Strong, "Consolidation Zone" Possible
28 Jul 2025
Contributed by Lukas
It's a huge week on Wall Street, and Alex Coffey turns to the technicals investors should watch ahead of several market movers. He notes recent up...
MSFT Price Target Hikes Ahead of Earnings, Samsung Making TSLA AI6 Chips
28 Jul 2025
Contributed by Lukas
There's no shortage of Mag 7 headlines as four of the biggest companies report earnings this week. Jenny Horne talks about Microsoft's (MSFT) ...
U.S. & EU "Big" Trade Deal, "Tricky" FOMC Interest Rate Expectations
28 Jul 2025
Contributed by Lukas
There's a lot to watch on this week's Wall Street calendar, which got busier with the U.S. and EU trade deal. Kevin Hincks breaks down the fra...
Options Corner: BA 2025 Outperformance, Multi-Year Underperformance
28 Jul 2025
Contributed by Lukas
Boeing (BA) aims to take its sky-high rally even higher after tomorrow's earnings. Rick Ducat notes the company's outperformance in 2025, but ...
Bull Case for Lodging & Travel: Rebound Coming for 3Q?
28 Jul 2025
Contributed by Lukas
With the summer season well underway, Greg Friedman is bullish on hotel and travel stocks. He believes there's favoritism toward some companies th...
U.S. & EU Trade Deal: How it Affects Talks with China
28 Jul 2025
Contributed by Lukas
President Trump announced the framework of a deal with the European Union on Sunday. Sam Vadas talks about how it will affect prices on good between t...
Golding: 'Highly Scaled' PYPL, Stablecoin Tie Gives Company Edge for 20% Upside
28 Jul 2025
Contributed by Lukas
Paul Golding sees PayPal (PYPL) being a winner as he sees several tailwinds for the fintech company. For one, Paul believes its "highly scalable&...
Howard: S&P 500 can ‘Double’ in the Next 4-6 Years
27 Jul 2025
Contributed by Lukas
Vance Howard calls new highs in the market “the most productive, stable thing you can see as an investor.” He thinks the S&P 500 could “doub...
AAPL, AMZN & MSFT: Charting This Week's Mag 7 Earnings
27 Jul 2025
Contributed by Lukas
It's the biggest earnings week of the quarter when it comes to market cap. The reports will be lead by four Mag 7 companies. Jenny Horne talks abo...
Ghabour: Overbought Market Rally Will Ramp Up; AMZN, IWM & XHB Top Picks
26 Jul 2025
Contributed by Lukas
"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines wait...
‘Public Markets are Shrinking’ but ‘A Ton of Opportunity’ in Infrastructure
26 Jul 2025
Contributed by Lukas
Scott Welch is concerned about the “ongoing attack” on Fed Chair Powell by President Trump, along with trade uncertainty. He names what factors he...
Stock Market This Week: GOOGL, TSLA & Airlines Take Over Earnings
25 Jul 2025
Contributed by Lukas
Stocks gained on the week as bullish optimism withstood blips of volatility. Alphabet (GOOGL) muscled the first earnings win for the Mag 7, showing no...
Maley: Market is in a Bubble, Could Move Lower ‘Quickly’
25 Jul 2025
Contributed by Lukas
Matt Maley believes we’re in a bubble and thinks people should be taking precautions. “If this thing turns lower, it’s going to happen quickly,”...
Overlooked Stock: VRSN Shows Legacy Tech Can Evolve
25 Jul 2025
Contributed by Lukas
Until this year, Verisign's (VRSN) previous all-time high was from 2000. Now, the legacy tech company recently broke that metric and climbed highe...
"Clearing "Cloud of Uncertainty:" Earnings & Fixed Income Overcome Tariffs
25 Jul 2025
Contributed by Lukas
@CharlesSchwab's Joe Mazzola says markets are breaking through the "cloud of uncertainty" around tariffs, noting solid earnings and guid...
Commodities Review: Silver Prices Need to ‘Reset’, Pressure on Crude
25 Jul 2025
Contributed by Lukas
Phil Streible thinks the next week is “paramount” between earnings, tariff news, and ultimately Fed comments. He looks at commodities markets, inc...
BA Earnings Ahead: Key Levels & Options at Stock's 18-Month High
25 Jul 2025
Contributed by Lukas
Boeing (BA) reported earnings on Tuesday, just before a slew of Big Tech earnings capture investor focus. Rick Ducat turns to the technical trends he ...
Blanchard: INTC "Stabilized," Now Needs to Build on Foundation
25 Jul 2025
Contributed by Lukas
For Lip-Bu Tan's first full quarter as Intel (INTC) CEO, Olivier Blanchard says he didn't do a bad job. He says investors should show patience...
Ladner: Market Could Keep Hitting Records Next Week
25 Jul 2025
Contributed by Lukas
Scott Ladner thinks the market is back to caring about the fundamentals and earnings rather than tariff threats. He’s also looking forward to the jo...
Ives: MSFT Entering "Golden Era," TSLA to $500 & Mag 7 Earnings to Show Promise
25 Jul 2025
Contributed by Lukas
Tech mega bull, Dan Ives, returns to the Watch List and breaks down the latest developments on all things Big Tech. Ives calls his $600 price target o...
Big Tech Breakdown: What to Watch in AAPL, AMZN, META & MSFT Earnings
25 Jul 2025
Contributed by Lukas
Cory Johnson and Nick Raich offer a wide perspective on next week's big tech earnings. Cory Johnson says there's more to watch beyond Amazon&#...
Mueller: Credit Card Debt at Record Level, Creating Bubble
25 Jul 2025
Contributed by Lukas
There’s a lot of “amazing things” happening with tariffs but expect pain ahead, says Patrick Mueller. “At some point, there’s going to be a ...
Looking for Quality as Tariff Impacts Hit: HSY, MCK & More
25 Jul 2025
Contributed by Lukas
“Estimates are for tariff impacts to be between 15%-20%” as deals start to come through, up from around 1%-3%, explains Brian Krawez. This puts th...
Investing in Crypto for Everyday Use
25 Jul 2025
Contributed by Lukas
Everything comes down to the Fed’s decision, says David Stryzewski, and warns of potential stagflation. He discusses his metal holdings and the cryp...
Airline Earnings: DAL & UAL Eat the Lion’s Share
25 Jul 2025
Contributed by Lukas
Nicolas Owens covers airline earnings and is watching ticket prices and demand into the back half of the year. Airlines avoided the crisis the market ...
SBUX v. BROS: Coffee's David v. Goliath Story
25 Jul 2025
Contributed by Lukas
Starbucks (SBUX) is facing "death by a thousand cuts," according to Likefolio's Andy Swan. His firm's data shows Dutch Bros (BROS) s...
INTC Identity Crisis: "Why Not Just Buy AMD and NVDA?"
25 Jul 2025
Contributed by Lukas
CFRA's Angelo Zino points to two key issues with Intel (INTC) after earnings: pressured margins despite cost-cutting measures, and a "blurry&...
Paramount (PARA) Wants ‘Their Own Marvel’ – Will Skydance Deal Achieve It?
25 Jul 2025
Contributed by Lukas
Stephen Kent reacts to government approval for the Paramount (PARA)/Skydance deal. “Mergers and acquisitions are back.” He thinks Paramount needs ...
The Big 3: OKTA, LLY, ADSK
25 Jul 2025
Contributed by Lukas
@ProsperTradingAcademy's Charles Moon turns to three names he sees making notable recoveries in their stock price. He talks about the "great upside" O...
What are the Right ETF Options for Your Portfolio?
25 Jul 2025
Contributed by Lukas
Christian Magoon of Amplify looks at the ETF market and discusses the “barbell” investing approach. He highlights some popular Amplify offerings, ...
Opportunities in Industrials; MMM, HON Example Trades
25 Jul 2025
Contributed by Lukas
Jonathan Sakraida has a Strong Buy rating on 3M (MMM) and a Buy recommendation on Honeywell (HON). However, both are selling off after their quarterly...
SPX Sluggish to Start Friday, Volatility Becoming 'Affordable'
25 Jul 2025
Contributed by Lukas
Alex Coffey carries investors through the opening bell on the final trading day of the week, which shows relatively unchanged price action. He suggest...
Investors "Underappreciating" CVNA? Stock Upgraded Ahead of Earnings
25 Jul 2025
Contributed by Lukas
Two and a half years ago, Carvana (CVNA) traded at $3.55. It's now trading for $330, near all-time highs. Marley Kayden talks about the recent upg...
FCC Approves PARA & Skydance Merger, CNC Rallies on 2Q Loss, CHRT Earnings Miss
25 Jul 2025
Contributed by Lukas
Centene (CNC) originally sold off after it posted a miss in its earnings, though shares rebounded after the opening bell. Sam Vadas explains why the c...
‘Sluggish’ Durable Goods Report Shows ‘Caution’ in Business Sector
25 Jul 2025
Contributed by Lukas
Stephanie Guichard of The Conference Board reacts to Durable Goods Orders, saying the report shows “caution in the business sector.” Business inve...
"No More Blank Checks" for INTC, DECK Leaps Off Earnings
25 Jul 2025
Contributed by Lukas
Intel (INTC) shares took a hit when investors didn't see bullish traction for the company's cost-cutting plans. Jenny Horne mentions commentar...
Earnings Flood, FOMC Meeting & More Ecodata: Get Ready for Massive Week Ahead
25 Jul 2025
Contributed by Lukas
Investors will closely watch next week's FOMC interest rate meeting even with expectations of rates staying unchanged. However, Kevin Hincks adds ...
Options Corner: MSFT Near Highs Ahead of Earnings
25 Jul 2025
Contributed by Lukas
Microsoft (MSFT) reports earnings alongside three other Mag 7 peers next week. The stock continues to trade near all-time highs after shares popped of...
Hamrick: U.S. Resilience Stands Despite Durable Goods Orders Decline
25 Jul 2025
Contributed by Lukas
Mark Hamrick believes the U.S. economy will remain strong even as manufacturing lags. Friday's durable goods orders print showed a near-10% declin...
Role NVDA Plays in Building A.I. Infrastructure, Blackwell to "Push Boundaries"
25 Jul 2025
Contributed by Lukas
Austin Lyons talks all things tech that are tied to Nvidia (NVDA). The chipmaker proved to be a leader in the A.I. buildout, though some investors and...
Chart of the Day: CVNA Climb Back to Near All-Time Highs
25 Jul 2025
Contributed by Lukas
Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analys...
"Brace for Impact:" Mag 7 Earnings, Tariff Talks & Trade Deadlines Next Week
25 Jul 2025
Contributed by Lukas
This was a busy week on Wall Street, next week will be busier, says Sam Vadas. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META)...
Stock Market Today: INTC Earnings, TSLA Sell-Off, AAL & LUV Turbulence
24 Jul 2025
Contributed by Lukas
Stocks closed mixed on Wall Street. The SPX and NDX eked out gains and hit new all-time highs while the $DJI and RUT closed lower. Tesla (TSLA) was be...
Examining ETF Themes: ‘Animal Spirits’, Warren Buffett & More
24 Jul 2025
Contributed by Lukas
Adam Patti looks at innovation in ETFs. “They’re inexpensive, they’re tax efficient, they’re easy to trade,” he says, but you have to “loo...
Overlooked Stock: TNL Near All-Time Highs Off Strong Earnings
24 Jul 2025
Contributed by Lukas
Travel + Leisure (TNL), formerly Wyndham Hotels & Resorts, reported earnings Wednesday that were much better than Wall Street expected. George Tsi...
EARNINGS ALERT: INTC, DECK
24 Jul 2025
Contributed by Lukas
Intel (INTC) missed on EPS but posted a beat on revenue as the company seeks to regain lost ground in the A.I. race. Deckers (DECK) soared after it po...
Mega Cap Focus of "Solid" Earnings, Tariff Inflation Impacts Yet to Come
24 Jul 2025
Contributed by Lukas
@CharlesSchwab's Kevin Gordon says earnings so far this quarter have proven to be "solid," both in EPS and revenue. However, he'll b...
Healy: Real Estate ‘Normalizing’, Baby Boom Coming
24 Jul 2025
Contributed by Lukas
Rogers Healy says “we’re entering into a more normalized real estate market” despite housing prices continuing to hit highs. He expects a “hug...
Tatro: ‘You Never Own Tesla for Current Valuation’
24 Jul 2025
Contributed by Lukas
Quint Tatro calls the sell off in Tesla (TSLA) “concerning” and says its turnaround probably won’t happen until 2026. “You never own Tesla for...
UNH Continues 50% Y/Y Sell-Off: Key Levels & Options in UNH & Healthcare
24 Jul 2025
Contributed by Lukas
UnitedHealth (UNH) sold off after the company said it was complying with the Department of Justice in an investigation of the company's billing pr...
AMZN, MSFT & JPM: Stocks to Weather "Significant" Tariff Volatility
24 Jul 2025
Contributed by Lukas
Samuel Diarbakerly tells his clients to be "firefighters" in the current market by "running into the burning building when everyone els...
‘Something’s Very Wrong’ with American Airlines (AAL)
24 Jul 2025
Contributed by Lukas
Tom Essaye and Michael Boyd talk airline earnings. “Something’s very wrong” with American Airlines, says Michael as the stock sinks post-earning...
Palumbo: GOOGL to Reach $250, AMZN AWS "Rockin' and Rolling," Expect Tariff Volatility
24 Jul 2025
Contributed by Lukas
Tariff volatility will reemerge in the short-term, says Phil Palumbo. While he sees stocks taking a hit, Big Tech will rebound and rally with more str...
State of Stablecoin: How the GENIUS Act, International Exposure & CRCL Affect Outlook
24 Jul 2025
Contributed by Lukas
Kevin Lehtiniitty explains why investors need to keep stablecoin on their radar. He talks about how the GENIUS Act takes a leap forward for issuing st...
"A Lot of Questions" Left After TSLA Earnings, Autonomous & EV Headwinds Ahead
24 Jul 2025
Contributed by Lukas
Tesla (TSLA) sold off after missing earnings for the second quarter in a row. Elon Musk himself said "we probably could have a few rough quarters...
Ca$htag$: Deckers Outdoor (DECK)
24 Jul 2025
Contributed by Lukas
Likefolio’s Andy Swan covers Deckers Outdoor (DECK) as it continues to slump ahead of earnings. “They’re doing a really good job with Gen Z and ...
IBM "Leader" in Trusted A.I., "People Not Buying" Into Narrative
24 Jul 2025
Contributed by Lukas
Nathaniel Bradley calls IBM Corp. (IBM) the "leader" in trusted source A.I., putting it above Mag 7 companies like Alphabet (GOOGL). He make...
The Big 3: ANET, HSY, VEEV
24 Jul 2025
Contributed by Lukas
Dan Deming turns to two rising tech names and an ol' reliable in consumer staples for today's Big 3. He talks about the opportunity on weaknes...
TSLA "Lagging" EV Story, GOOGL's "Long-Term Bets," Mag 7 "Domino Effect"
24 Jul 2025
Contributed by Lukas
Daniel Newman joins Diane King Hall at the NYSE set to talk about the Mag 7 after Alphabet (GOOGL) and Tesla (TSLA) showed mixed results. He doesn'...
Bitcoin ‘The One Thing Governments Can’t Print, Manipulate, or Change’
24 Jul 2025
Contributed by Lukas
Natalie Brunell argues that Bitcoin is for everyone. “We are really at a pivotal moment for the digital asset space,” she says. She emphasizes Bit...
SPX Targeting 6,550+ by End of Year; AI vs Quantum Computing
24 Jul 2025
Contributed by Lukas
Dale Smothers predicts the SPX will reach 6,550 or higher by the end of the year. “We know that AI and tech will lead the market higher – or lower...
SPX Technicals Show Slowdown Likely as All-Time High Run Continues
24 Jul 2025
Contributed by Lukas
Alex Coffey gives investors a moment to "catch our breath" and reflect on July's stunning trading action, which he sees facing resistanc...
AAL & LUV See Earnings Turbulence: Can Airlines Generate New Tailwinds?
24 Jul 2025
Contributed by Lukas
Jarrett Bilous notes disappointing earnings in American Airlines (AAL) and transformational changes in Southwest Airlines (LUV) hitting investor confi...
INTC All About the Future: CEO Commentary, Foundry & Cost Cutting in Focus
24 Jul 2025
Contributed by Lukas
While Intel's (INTC) earnings for the quarter aren't expected to bring fireworks, Marley Kayden says investors will be laser-focused on the co...
IBM Slides on Earnings Beat, Consumer Softness Eats Into CMG, NOW Rallies
24 Jul 2025
Contributed by Lukas
It was a mixed picture on the earnings front late Wednesday and Thursday morning. Chipotle (CMG) noted consumer weakness but said it can combat tariff...
Bohen: Markets Experiencing "Bull Run of 2020 on Steroids," Quantum to Accelerate
24 Jul 2025
Contributed by Lukas
Tim Bohen (@StocksToTrade) says investors are experiencing bullish optimism unseen since the 2020 recovery off COVID lows. He expects momentum to cont...
GOOGL Gains & TSLA Slides: Mag 7 Earnings Paint Different Pictures
24 Jul 2025
Contributed by Lukas
The first round of Mag 7 earnings showed highs and lows after hours on Wednesday. Alphabet (GOOGL) rallied after posting an earnings beat and continui...
Labor Market Strong While Earnings Waver, FOMC "Maintenance Cuts" May be Warranted
24 Jul 2025
Contributed by Lukas
A "solid" jobless claims print continues to show a strong labor market, says Kevin Hincks. However, it's a different picture for earning...
Options Corner: AVGO Continues Run Near All-Time High
24 Jul 2025
Contributed by Lukas
Rick Ducat says Broadcom (AVGO) "may not be a household name," though it's market cap can't be ignored. He breaks down the technical...
Zaman: Tariffs Biggest Risk to Markets, COST Holds Edge in Uncertainty
24 Jul 2025
Contributed by Lukas
Aadil Zaman believes there's two major risks to the economy and investors: tariffs and budget deficits. He argues tariffs are the bigger risk of t...
Foundry Business "Critical" to INTC, "Not in Conversation" with NVDA
24 Jul 2025
Contributed by Lukas
Melissa Otto turns to Intel's (INTC) earnings ahead of the after hours report, which she believes will be all about the company's foundry busi...
Trump Visiting Fed & "New Floor" in Japan Tariffs Sets Bar for E.U.
24 Jul 2025
Contributed by Lukas
President Trump is reportedly bringing out a hard hat in his visit to the Federal Reserve following his rampant criticism of Fed Chair Jerome Powell a...
Chart of the Day: IBM's 10% Post-Earnings Sell-Off
24 Jul 2025
Contributed by Lukas
IBM Corp. (IBM) posted a beat in earnings but investors weren't swayed by its software revenue. Charles Schwab's own Kevin Horner shows that t...
Siddell: “This is Just the Beginning” of Market Rally
23 Jul 2025
Contributed by Lukas
Ed Siddell is bullish long-term, calling the U.S./China deal the “greatest possible deal.” He discusses other announced deals, including with Japa...
EARNINGS ALERT: GOOGL, TSLA, IBM
23 Jul 2025
Contributed by Lukas
Alphabet (GOOGL) shares slip lower after an initial pop. George Tsilis and Scott Durfey join Marley Kayden to digest the latest quarterly figures from...
Stock Market Today: GOOGL, TSLA & IBM Earnings Move After Hours
23 Jul 2025
Contributed by Lukas
Stocks across the board gained on the session ahead of highly anticipated Mag 7 earnings. Alphabet (GOOGL) and Tesla (TSLA) both saw volatility once t...
GOOGL ‘Resilient’ Despite AI Competition, TSLA ‘Road Map’ Coming from Musk?
23 Jul 2025
Contributed by Lukas
Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down t...
Earnings Grind Market Higher, Watch for Rotation Out of Tech
23 Jul 2025
Contributed by Lukas
@CharlesSchwab's Nathan Peterson calls the market's march higher "pretty impressive," even as tech lagged on Wednesday's session...
Copper’s ‘Huge Lead Time’ & Tariffs Driving it to Highs
23 Jul 2025
Contributed by Lukas
Dan Deming examines the commodities market. He cites several reasons for gold coming under pressure and is watching the “psychological” $3,400 lev...
How the ETF Industry Has Evolved & Popularized
23 Jul 2025
Contributed by Lukas
Jillian DelSignore tracks ETF inflows for the first half of 2025. “I like to think about ETFs as exposures…and those exposures have really evolved...
Crypto Corner: SOL, XRP and Tokenization Trends
23 Jul 2025
Contributed by Lukas
Jenny Horne and Adam Lynch take a look at two crypto assets that have possibly been overlooked amidst the latest round of legislative changes: XRP and...
Warnimont: Mag 7 Earnings to Open Curtain on A.I. Spend, Market Breadth Needs to Grow
23 Jul 2025
Contributed by Lukas
Ahead of Alphabet's (GOOGL) earnings, Craig Warnimont talked about the extensive focus it and other Big Tech firms will place on A.I. and data cen...
AT&T (T) Anticipates Doubling Fiber Reach
23 Jul 2025
Contributed by Lukas
Brett Feldman of AT&T (T) breaks down their quarterly earnings report. He highlights the number of customers added across mobile, fiber and other ...
GOOGL Cloud & Ad High Growth Potential, OpenAI's Long-Term Risk to Search
23 Jul 2025
Contributed by Lukas
John Freeman recently pulled out of his positions on Alphabet (GOOGL), believing its 20x P/E ratio is too high. He points to OpenAI taking Google sear...
"Pockets of Speculation:" How Meme Stock Traders Challenge Institutional Investors
23 Jul 2025
Contributed by Lukas
Dave Mazza says markets are experiencing a 2.0 version of 2021's meme stock craze. Stocks like Opendoor (OPEN), Krispy Kreme (DNUT), and GoPro (GP...
Dip is ‘Buying Opportunity’ for Long-Term Investors
23 Jul 2025
Contributed by Lukas
Anthony Saccaro says, “the tariffs are working, I think consumers are not worried.” He argues energy prices have helped offset inflation from hous...
PEGA COO & CFO on Earnings: ‘Pretty Much Everything Went Right’
23 Jul 2025
Contributed by Lukas
Ken Stillwell, COO & CFO of Pega Systems (PEGA), says “pretty much everything went right for us this quarter.” Pega develops, licenses, market...
Ca$htag$: Chipotle (CMG)
23 Jul 2025
Contributed by Lukas
Andy Swan from Likefolio talks Chipotle (CMG) ahead of earnings. Andy sees strong year-over-year change in visits, with only Shake Shack (SHAK) and St...