Join Patrick and Kevin bi-weekly when these two traders discuss the week's action in the markets - always keeping the other's feet to the fire for bad calls - yet hopefully having some fun while learning a little something in the process.
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Big Picture Trading Podcasts
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are ...
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Property Investment, Success & Money | The Michael Yardney Podcast
Michael Yardney; Australia's authority in wealth creation thru property
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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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Whether you’re a new or seasoned investor, the market can be a complicated place. Your host, Serge Berger, has 20+ years of experience in the market, and is currently the head trader and investment strategist at www.thesteadytrader.com - Through this podcast, you’ll get great insights from guest speakers from around the market. Together, we’ll focus on the big picture, and what truly makes the market tick. During this critical juncture in the market, you’ll want to have the cutting edge that ...
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Sports is big business - and there is no offseason to the major moves, groundbreaking deals and culture-shifting moments happening across the world of sports. Front Office Sports Today is your daily guide on all things sports, business and culture. Join our hosts, Baker and Renee as they offer insightful commentary on breaking news and engage in conversations surrounding the biggest headlines, with guest appearances from athletes, executives, experts and more.
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A hockey podcast hosted by Dimitri Filipovic that has been regressing to the mean since 2015.
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Each week, Ryen Russillo will break down the biggest topics in sports.
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A podcast about growth, realistic tools, practical strategies, and support. Whether you’re starting out, facing challenges, or looking to level up, Building Confidence brings you real conversations, practical insights, and inspiring stories to help you navigate your journey with confidence. Your host, Louise, is a heavy vehicle and plant mechanic by trade who started her apprenticeship at just 15 years old. Over the years, she has faced and overcome harassment, impostor syndrome, mental heal ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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An in-depth look at business in Canada and beyond from the staff of the Financial Post.
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Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the ...
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Here we talk about the realities of photography, the struggles to become a recognized photographer, and the harsh realities of a world that has gone insane.
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The Personal Wealth Coach
Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only
Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to lear ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Welcome to Degenerate Capital, where two amateur investors dive headfirst into the stock market without pretending to be Wall Street pros. We’re here to prove that you don’t need an MBA or a Bloomberg terminal to make smart moves—you just need curiosity, a little risk tolerance, and maybe a drink in hand. Each week, we break down big-picture events shaping the economy, micro trends impacting specific stocks and sectors, and one or two trades we think are worth exploring—whether it’s a long-t ...
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How do traders do it, overcoming setbacks, managing their risk and reining in their emotions to take chunks of money out of the markets? Showhost Nicholas Penrake chats with traders from all kinds of backgrounds, inviting them to share with us their highs and lows on their way to achieving consistent results. Trading is a tough game – they say only around 5 per cent of those who try actually make a profit. Listen to A Trader’s Life to glean some valuable insights from the market wizards Nic ...
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Stop listening to idiots - at least the idiots giving you sh*tty advice on growing your business. Hosts Bob and Angelo both built successful businesses generating over $40 million $$$$ collectively. But they did make a ton of mistakes along the way… Like going into business with each other, trying to kill each other, then going their separate ways and growing 8 figure companies, all to come full circle back to being integral parts of each other’s lives. Bob works with gym owners, and Angelo ...
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"Build With Bitcoin" is a podcast and advisory services company. We are your insider source to the innovators, investors, and thought leaders demonstrating that Bitcoin is far more than a digital currency, but a pivotal technology platform. Tune in on YouTube, Spotify, Apple Podcasts, Fountain, Rumble, and more. A list of all episodes and a link to subscribe to show updates is available at: https://buildwithbitcoin.xyz About the Co-Hosts: Lynne - A Bitcoiner since 2013, Lynne is an entrepren ...
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Rebuilders is an initiative started by Red Church to help churches, leaders, and believers grapple with the issues presented by an increasingly secular society. We firmly believe God is preparing to move and is rebuilding His Church with particular building blocks to enable her to flourish in a post-Christian, secular world.
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This podcast explores the many facets of the 9-11 attacks which contradict the governments official story, the massive cover-up which is currently underway, the failure of the mainstream media in America to ask real questions, and the aftermath of 9-11 including the un-Constitutional wars and the taking of liberty here at home. This broadcast examines the big picture of what is taking place in America today and how September 11th fits into the scheme of things. Forget "conspiracy theory"! Th ...
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As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
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Welcome to "Don't Buy the Bull", a podcast dedicated to unmasking the truth behind how so-called trusted Wall Street institutions and the American government really work. I'm your host, Cassandra Toroian, (call me Cass). I am a 25-year veteran of the investment business, both as an ex-investment manager and Wall Street Journal all-star analyst. I've started and sold companies, written a book called "Don't Buy the Bull" and even been sued by the government! I'm passionate about sharing my kno ...
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What if we spent more time thinking about solutions rather than problems? Are you looking for more positive news? World Changing Ideas travels around the globe to find the leaders, experts and activists who are dreaming big and working to change the world for the better. With a focus on the environment, social justice and innovation, these are stories that will get you thinking. World-changing ideas come in all shapes and sizes. Join the conversation with solutions journalist and filmmaker A ...
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A monthly conversation about Cleveland sports, pop culture, fatherhood and life between a group of old friends who grew up together in the Land. The Guys, now in their mid 40s, get together at the end of every month for a lighthearted talk about the Cleveland Sports, National Sports and Pop Culture. the Guys rank the 10 biggest stories of the month and run them down from biggest to nonsense. These guys, however, are not experts on, well... anything. They talk sports (and other stuff) like yo ...
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NBA talk 3-times a week. Focusing on the players and drama around the league.
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Blashek: Energy "Bottleneck" to A.I.; GEV & MP Top Picks
7:30
7:30
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7:30Jordan Blashek says A.I. will face pressure from rising capex spending and, more importantly, energy consumption. He says U.S. companies need to place a bigger focus on how they will power ambitions for artificial intelligence. When it comes to stocks on his radar, Jordan labels GE Vernova (GEV) and MP Materials (MP) as key names he sees gaining tr…
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What Money Flows Into MU, SNDK & AMD Say About A.I. Trade
8:05
8:05
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8:05Lucas Downey shows data from his firm that shows an A.I. trade refusing to slow momentum. He points to Micron's (MU) stunning run of positive money inflow signaling strong bullish signals for the stock ahead. Lucas looks at Sandisk (SNDK) as an A.I. play that "took a lot of people by surprise." He notes AMD Inc. (AMD) as a company where he sees "no…
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Tech Corner: AMD's OpenAI Deal & Growth Outlook
6:40
6:40
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6:40A lot has changed since the Tech Corner last visited AMD (AMD) as its recent OpenAI deal has driven shares to all-time highs. George Tsilis takes a look at the tie-up with Sam Altman's company and what it means for AMD moving forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi…
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The Secret Recipe for Innovation: Nobel Insights That Could Change Everything
43:46
43:46
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43:46Why do some economies soar while others stall? In this episode of The Personal Wealth Coach, Jake McClure unpacks the Nobel Prize-winning ideas shaping growth theory today. We explore why property rights, intellectual ownership, and competition are the foundation of progress—and why “creative destruction” is essential for innovation. Through vivid …
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This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil. This episode was recorded on October 17th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. We…
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Stock Market This Week: Tariff Tantrum Returns & Mixed Banking Picture
2:31
2:31
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2:31Volatility reared its head this week but all four major indices closed in green territory. That volatility happened as China and the U.S. threatened to heighten trade tensions. Big banks showed strength in their earnings while regional banks showed weakness after one firm took a notable hit to its loans. Marley Kayden explains what made these stori…
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Friday's Final Takeaways: Gold & BTC Drag, ORCL Slides Despite Bullish Optimism
5:09
5:09
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5:09Marley Kayden and Sam Vadas go over the biggest stories they believe were largely missed by investors to close out the trading week. They explain the sell-offs in gold and Bitcoin following the former's record run throughout the week. Another underperformer: Oracle (ORCL), even though several analysts warmed up to the stock with price target hikes.…
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Woods: Big Banks Set High Earnings Bar, CPI to Draw Eyes Next Week
8:41
8:41
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8:41Looking ahead to next week's market action, Jay Woods expects to see strong earnings after big banks set a high bar. He points to defense stocks and NextEra Energy (NEE) as under the radar picks against giants like Tesla (TSLA) and Netflix (NFLX). While headlines against regional banks sparked concern of "cockroaches," Jay doesn't see it as the fir…
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Overlooked Stock: BG Benefits from Tariff Tantrum
5:25
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5:25Bunge Global (BG) jumped about 20% this week after the stock was caught in the crossfire of cooking oil tariff threats between the U.S. and China. George Tsilis explains how Bunge "really needed" this catalyst even as tariff volatility is poised to grow. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr…
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NEM Sells Off with Metals After All-Time High Run
5:46
5:46
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5:46Newmont (NEM) moved sharply to the downside Friday, but the weakness follows a strong side-by-side rally with gold and silver. As Rick Ducat points out, the company has vastly outperformed the SPX as it tests a bullish pattern. Newmont also saw more bullish activity in its options. ======== Schwab Network ======== Empowering every investor and trad…
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r4 Technologies CEO on Using AI to Stretch Food Budgets During Govt. Shutdown
5:43
5:43
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5:43The founder & CEO of r4 Technologies, Paul Breitenbach, discusses how the government shutdown is affecting SNAP benefits and introduces viewers to r4’s Smart Food program. “Everyone can agree that everyone needs to eat,” he says, and talks about how AI can be a helpful tool to make that happen. “There’s over 40 million people that are SNAP recipien…
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Apple TV's $700M F1 Deal Crosses Finish Line | Is College Football's Dynasty Era Over?
25:20
25:20
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25:20Formula One and Apple agreed to a five-year, $700 million deal for Apple TV to stream F1 races in the U.S. The league has had a broadcast deal with ESPN since 2018. FOS newsletter writer David Rumsey explains why this move made sense for the world's most popular racing league, and how this positions Apple TV in the arms race for live sports rights.…
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Dory Wiley reacts to bank earnings and says the biggest signal they’re giving is that it’s a “stock picker’s market.” Despite some fears around regional banks, he notes that many banks are performing well. He also talks about the return of dealmaking, and whether this is the beginning of a longer trend in M&A. He sees value plays in Huntington Banc…
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Opportunities in a Healthcare Sector Full of Headwinds: LLY, NVO
5:56
5:56
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5:56Sel Hardy and Shams Afzal bring the health care sector into focus. Shams sees no shortage of headwinds, including tariffs and the government’s attempts to lower drug prices. He still sees upside on Eli Lilly (LLY), though. Sel is looking long-term and tracking obesity and oncology, which she expects to continue to grow. She thinks Novo Nordisk (NVO…
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Armo: "Wait" for Further Market Pullback, AMZN Major Short Candidate
7:58
7:58
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7:58Melissa Armo sees markets pulling back more in the coming weeks. She makes the case that tariff volatility is far from over. One thing Melissa sees buoying the market are earnings, with big tests coming next week in Netflix (NFLX) and Tesla (TSLA). She expects Amazon (AMZN) to be a stock prime for shorting and can see levels dipping back below $210…
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Brian Mulberry: Be Picky About What You Own and Why You Own It
7:22
7:22
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7:22Brian Mulberry believes we’re not in an asset bubble for AI, but the capital expenditures could be, arguing that AI companies are showing profitability in their earnings reports. However, if anyone pulls their cash commitments, the market could get nervous. He also covers Fed policy, and says the market hasn’t priced in the possibility of no cuts. …
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PONY Bringing Autonomous Tech to Europe, STLA Struggles to Keep Up
4:22
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4:22Chinese autonomous driving tech company, Pony AI (PONY), is bringing its self-driving electric vans to Europe. Meanwhile, Stellantis (STLA) continues to struggle when it comes to accelerating its position in the auto space. George Tsilis compares the two car companies and how he sees rebound prospects when it comes to their stock price. ======== Sc…
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Cory Johnson on CRM's Path to Monetizing Agentic A.I. & ORCL's "Staggering" Growth
9:39
9:39
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9:39As Salesforce (CRM) wraps up its Dreamforce event, Cory Johnson talks about the software giant's path forward. He notes the importance of free cash flow and the role agentic A.I. will play in boosting its balance sheet. Cory says Salesforce "doesn't get enough credit" for its merger and acquisition strategy. He is a bull when it comes to Oracle (OR…
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The Hurricanes, Eastern Conference Contenders, and Teams That Could Work Their Way Into the Mix
50:25
50:25
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50:25Dimitri Filipovic is joined by Dom Luszczyszyn to talk about the start to the year for the Hurricanes and the signs that they could be the best team in the East, the questions we have about other teams in the inner circle mix, and the ones that could eventually work their way into that category. If you'd like to gain access to the two extra shows w…
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Ca$htag$: Dollar Tree (DLTR) Sentiment Lagging Competitors
6:56
6:56
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6:56Likefolio’s Megan Brantley sees divergence in the dollar store sector, with Dollar Tree (DLTR) losing out; customers prefer competitors from Dollar General (DG) to Amazon (AMZN). She previews their earnings and the holiday season and warns of “consistent weakness” in its operations. Megan also charts the stock over the last year against its web vis…
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Using Volatility and 0DTE Options to Anticipate Market Moves
10:03
10:03
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10:03Tim Quast gives his takeaways from this week’s volatility and how investors can learn to take advantage of a higher VIX. He notes that volatility on the SPY doubled on October 10 and advises investors to watch SPY as well. He describes different types of volatility to watch as well such as supply/demand, options, and more, and how they can help inv…
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Airline Earnings & Previewing Holiday Travel Demand
4:03
4:03
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4:03Tom Essaye and David Nelson preview the holiday travel season and discuss the airline sector. David discusses United Airlines (UAL) earnings and talks about how many risks the airlines have that they have no control over, including fuel prices and the government shutdown. Tom highlights UAL’s commentary on fares and their need to make more money pe…
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BTQ Technologies (BTQ) CEO on "Quantum Safe Bitcoin" & Blockchain Security
7:46
7:46
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7:46CEO of BTQ Technologies (BTQ), Olivier Roussy Newton, explains how his company is developing the first "quantum-safe Bitcoin." He says the cryptocurrency's value is at risk if technology acceleration cracks encryptions. Olivier explains how his company's tech can reinforce blockchain security. On financials, he talks about how BTQ aims to deliver t…
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StocksToTrade's Tim Bohen emphasizes his bullish stance on A.I. through today's Big 3. He sees AMD Inc. (AMD) gaining traction in the chipmaking space, Nuscale Power (SMR) as a choke point in powering A.I.'s electricity demand, and The Metals Company (TMC) as a speculative winner in the volatile metal war between U.S. and China. Rick Ducat explains…
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Green: Credit Market Artificially Inflated & Hiding Bad Debt
7:28
7:28
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7:28Michael Green argues that credit statistics have been “artificially inflated for many borrowers” over the last decade. “We’re now finding out that there are pockets of exposure and fraud” in both the consumer and corporate market, he says. He thinks sovereign debt is the best place to be in credit markets. Michael also thinks the Fed is in a “very …
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Cybersecurity "Here to Stay:" Companies See Greater Spend as Risks Increase
8:24
8:24
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8:24Cybersecurity stocks like CrowdStrike (CRWD) and ZScaler (ZS) showed great returns for investors over the last year. Alex Hamerstone doesn't see the trend slowing down. He explains that companies will need to keep cybersecurity spending on their budgets as risks from A.I. and emerging technologies climb. George Tsilis offers example options trades …
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ORCL "Decade Stock?" Analysts See Promise in Oracle's A.I. Expectations
5:29
5:29
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5:29Oracle (ORCL) issued more confidence in its A.I. expectations at its A.I. World Conference. Analysts across the board issued price target hikes and reiterated buys on the commentary. Despite the news, shares still slid on Friday's session. Marley Kayden breaks down the analyst notes with one calling Oracle a "decade stock." ======== Schwab Network …
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CPI Offers Lone Fixed Income Catalyst as Government Shutdown Continues
4:25
4:25
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4:25Next week's anticipated CPI print will offer some volatility in the fixed income market, says Charles Schwab's Cooper Howard. While he doesn't see it altering the FOMC's interest rate path, he believes it can give the 10-year treasury yield a push after it slipped below 4%. ======== Schwab Network ======== Empowering every investor and trader, ever…
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Brace for Volatility "Backwardation," Gold Volume Nears 2025 High
7:00
7:00
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7:00Regional banks are pushing for a comeback, as Kevin Green highlights a rebound rally happening in the SPDR S&P Regional Banking ETF (KRE). He also warns investors to brace for a volatility "backwardation," though Kevin expects it to be a short-term phenomenon. He later notes the surge of gold trading as volume inches toward 2025 highs. ======== Sch…
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Prial: ‘Too Early’ to Talk About AI Bubble Popping
5:57
5:57
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5:57“It’s too early to talk about the popping of the [AI] bubble,” Nancy Prial argues. She considers this another technological revolution and says everyone underestimates the changes that AI will bring to the world. However, she thinks there “will be a moment of over-exuberance” that will eventually pop. ======== Schwab Network ======== Empowering eve…
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Using Autocalls to Create ‘Double Digit Income’ in SBAR ETF
8:28
8:28
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8:28Jeff Schwarte brings his fund, Simplify Barrier Income ETF (SBAR), into discussions of the market. “We’re kind of playing in that liquid alt space,” he says, arguing that investors need more equity alternatives. He explains how the fund is structured and why traders might be interested. He touts “double digit income” and downside protection using a…
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Markets Pushing Back Overnight Losses & Analyzing the Regional Bank Sell-Off
7:02
7:02
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7:02VIX came close to hitting the 29 level and gold ramped up its record run in the premarket hours, though both metrics pulled back ahead of Friday's opening bell. Kevin Hincks reports from the Cboe Global Markets to explain how President Trump "flooding the markets with good news" helped build a dam against the downside. He also explains why he belie…
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GOOGL Price Target Hike, ZION Upgrade Amid Rebound, AXP Earnings Beat
7:04
7:04
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7:04American Express (AXP) showed confidence in its earnings after posting a beat and guidance raise. Diane King Hall talks about how the company targeting affluent customers helps its financial picture. Zions Bancorporation (ZION) got an upgrade from Baird as the firm cites a long-term buy opportunity following a sharp sell-off on Thursday. Diane also…
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Ahead of next week's earnings report for Netflix (NFLX), Rick Ducat takes a look at the streaming giant's chart setup. He highlights the $1203 level as a volume point of control and a cluster of moving averages. To the upside, he points to $1309 as a +1 standard deviation. Rick notes the overall flattening taking place over the last couple of month…
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Jordan McKenzie shares a sunnier stance on the state of the housing market, pointing to builders supply as a critical indicator to track. He says homebuilders are taking a "wait and see" mode as data still get tabulated. Jordan points to the high mortgage rates that has sidelined homebuyers. He believes Fed cuts and costs of borrowing coming down i…
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Sandra Swirski reflects on this week's "rocky start" on U.S. and China trade relations, noting a cooling in President Trump's tone as the week progressed. She says "all of this tit-for-tat is not helping at all." Sandra breaks down Pres. Trump's "Art of the Deal" negotiation tactics and how it applies to the global, macro trade between 2 large econ…
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Technical analysis for Oracle (ORCL) points to a $10 range over the last 5 days between $310 and $300, according to Ben Watson. He says there is some green candles in its MACD study which could be a bullish signal. Looking at a longer-term chart, Ben notes the upward trajectory from April lows and a potential break of a bearish descending triangle …
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Market Bounce Amid Trade Tensions: Elevated VIX, MU's China Move, Gold Shines
7:14
7:14
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7:14Stocks are trying to bounce back from a rough start to the week, but trade tensions and credit quality concerns still loom. The VIX sits at 24%, implying a 1.5% move to the upside or downside. Kevin Green discusses the potential for a de-risking trade into safe-havens like cash and treasuries, and sees gold as a telltale sign of market sentiment. H…
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THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)
2:22:51
2:22:51
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2:22:51This week Kevin & Patrick welcome, Julien Garran. They discuss why Julien thinks this is the biggest and most dangerous bubble we’ve ever seen. Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick’s New Educational Series ONLY available on YouTube: https://www.y…
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Stock Market Today: Regional Banks Sell Off, TSM Adds A.I. Muscle, CRM Ups Guidance
2:25
2:25
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2:25Markets closed down thanks in part to a major sell-off in regional banks, sparked by a $50 million loan loss charge reported by Zions Bancorporation (ZION). TSMC (TSM) also closed lower but posted strong earnings that helped reinforce the A.I. narrative. Salesforce (CRM) shares rallied after the company showed more confidence in its long-term outlo…
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Thursday's Final Takeaways: Crypto Lags as China Trade War Looms
4:45
4:45
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4:45Before markets open for the final trading session of the week, Marley Kayden and Sam Vadas recap the stories many may not have noticed on Thursday. Among their headlines: the latest on trade conflicts between U.S. and China, along with crypto's continuing slide. ======== Schwab Network ======== Empowering every investor and trader, every market day…
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Affluent Consumers Drive Growth as Tariffs Threaten Retail Stability
7:14
7:14
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7:14Jharonne Martis discusses the state of the consumer and how the affluent consumer is driving growth in the retail space while the middle and lower classes are being squeezed. Even with weakness in discretionary spending, Jharonne highlights winners in stocks like Walmart (WMT), Amazon (AMZN), and Costco (COST) as consumers seek to spend less. Despi…
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Overlooked Stock: FN All-Time High Following Price Target Hike
5:35
5:35
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5:35JPMorgan raised its price target on Fabrinet (FN) on bullish expectations it can take a larger piece of the pie in the evolving A.I. infrastructure buildout. George Tsilis talks about the financials that back up the hardware firm to weigh how growth looks compared to peers. He notes how the rally in Fabrinet plays into a growing rotation into small…
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Measuring MU's Standout Performance & Options Activity
6:54
6:54
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6:54Micron (MU) has more than doubled in its stock price so far in 2025 as companies seek ways to overcome storage headwinds in the A.I. buildout. As Rick Ducat shows investors, the stock faced a critical resistance level on Thursday's session that signals more bullish momentum if the stock breaks it. However, Rick highlights bearish divergence happeni…
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A.I. "Here to Stay" in Defense: PLTR Stronghold & EdgeRunner AI's Evolving Role
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6:57
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6:57Defense spending is "the most resilient sector in all of investing," says EdgeRunner AI CEO Tyler Saltsman. The backing of the U.S. government and bipartisan views of defense are why he's so confident cutbacks aren't coming. Tyler also explains how Palantir (PLTR) proved resiliency in space and adds how his own company uses A.I. with the U.S. milit…
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Govt. Shutdown Still Seen as ‘Temporary’ But Costs are Mounting
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8:23Marta Norton reflects on the government shutdown so far and the market’s reaction. She expects us to hit a new record for the length of the shutdown but notes that it is “still viewed as temporary.” However, she notes that some costs will begin to escalate, particularly in industries like airlines. Marta also discusses the risks of a prolonged U.S.…
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‘First Take’ Names New Host | Inside ESPN’s NFL Coverage with Laura Rutledge
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27:33ESPN's First Take has a new host to replace Molly Qerim: Shae Cornette. FOS Tuned In writer Michael McCarthy had the scoop on this and joins Baker Machado and Renee Washington to discuss the big change. He also weighs in on Bruce Pearl heading to TNT Sports and Clay Travis potentially leaving OutKick, the media organization he founded and sold to F…
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Enhanced Equity Income ETF (DIVP) Uses High Dividend Stocks & Covered Calls
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6:41
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6:41Jennifer Chang breaks down the Enhanced Equity Income ETF (DIVP), which concentrates in high-dividend stocks along with covered calls. As markets take a hit on regional bank worries, she explains why investors might be interested in the fund. She also discusses the tech sector and how they think about investing in those names. ======== Schwab Netwo…
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Doug Butler: Stay Invested, But Start Rotating Sectors
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5:46
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5:46“Staying invested is better than running for the exits,” Doug Butler argues. He advises investors to stay in the market and discusses how he has reallocated his portfolio to find safety, moving into sectors like utilities and energy. However, he still owns names like Microsoft (MSFT) or Oracle (ORCL). Another of his picks is Honeywell (HON). ======…
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TSM Shows Modern Day A.I. Promise, Energy Buildout & China Future Headwinds
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7:36
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7:36"A.I. is growing, " says Sylvia Jablonski, but she poses the question, "what is the future of this?" TSMC's (TSM) latest earnings show strong demand, though Sylvia points to headwinds in energy and infrastructure buildout as lasting headwinds. Trade tensions with China adds another wild card to the A.I. story. David Nicholson makes the case that th…
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