This is Tailwind Marketing podcast, where we talk to other B2B marketing leaders and agency executives about how to grow our businesses profitably.
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Tailwind Podcasts
Tailwind Talks is a podcast for high-performing professionals who want to build serious real estate portfolios without leaving their careers. Hosted by an airline and military pilot turned investor, it dives into actionable strategies for scaling your real estate portfolio while balancing the demands of a full-time job.
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A collection of short form audio updates weekly (The Tailwind Digital Minute) and longer episodic podcasts (The Tailwind Twenty) from the minds at Tailwind in Tempe, AZ. Get the latest updates in digital marketing trends, technologies and more.
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Tired of “expert” advice you’re not sure if you can trust? Tailwind is an official Pinterest and Instagram partner, so the tips you hear will keep your accounts and your business growing. No “hacks,” no “cheats,” just solid advice that works. Hosted by Alisa Meredith, Marketing Manager at Tailwind and Jeff Sieh of Manly Pinterest Tips, we aim to make world class marketing easy for everyone.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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HTML All The Things - Web Development, Web Design, Small Business
Matt Lawrence and Mike Karan
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The adventures of Matt Lawrence and Mike Karan through the world of web development, web design, and small business management. As web development agency owners for the better part of a decade, they’ve worked with all sorts of technologies, through the rise of responsive web design, the revolution of serverless computing, and the popularity gain of many no-code tools for small business owners. They commonly discuss foundational web development technologies like HTML, CSS, and JavaScript - in ...
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A base zone for conversations about all things cycling. Hosted by Juliana V.
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Syntax - Tasty Web Development Treats
Wes Bos & Scott Tolinski - Full Stack JavaScript Web Developers
4k914
Full Stack Developers Wes Bos and Scott Tolinski dive deep into web development topics, explaining how they work and talking about their own experiences. They cover from JavaScript frameworks like React, to the latest advancements in CSS to simplifying web tooling.
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Welcome to an aviation podcast that caters to all aviation enthusiasts, ranging from pilots to airplane spotters. Our show covers a wide range of topics, including private pilot training, airline operations, and the latest aviation news. Our knowledgeable host, an experienced airline pilot with eight years of flying under his belt, is thrilled to share his own experiences and offer valuable advice to help you pursue your aviation dreams. We are here to support you on your journey, constantly ...
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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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Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infinite Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.
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Interested in building your own SaaS company? Follow the journey of Transistor.fm as they bootstrap a podcast hosting startup.
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The Online Marketplaces team delve into the online real estate marketplace industry as well as the broader world of PropTech surrounding it. We bring you news, views and interviews from the industry as well as our own team's analysis of current events and trends.
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We talk to people who Aim High and Achieve. Insights into Productivity, Goal Setting, Dreaming Big and Achievement beyond what you think you are capable of!
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Welcome to Ctrl+Alt+Marketing, the podcast that spills the tea on building a successful marketing career. 🍵 Join host Mita Mandawker as she chats with seasoned marketers who share real career stories, wins, fails, and the unfiltered advice they wish they'd had. Newbie or experienced, if you're looking to level up your marketing career and stay ahead of the curve, this podcast is packed with no-BS career advice and actionable insights. Because with the right insights and inspiration, you can ...
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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
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What if you could take control of your wealth instead of relying on banks, Wall Street, or the government? Most people are following financial rules designed to keep them stuck. WealthWise Banking is here to change that. Hosted by Jeremy L. Huggins & Jason Sipple, this podcast goes beyond the Infinite Banking Concept (IBC), revealing real-life success stories and expert strategies to help you grow, protect, and pass down your wealth. Whether you’re just starting or already on your journey, w ...
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The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
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Whiskey Web and Whatnot: Web Development, Neat
RobbieTheWagner and Charles William Carpenter III, The Radcast Network
16202
Veteran web developers RobbieTheWagner and Charles William Carpenter III host this informal, whiskey-fueled fireside chat with your favorite web devs. They discuss all things web development including JavaScript, TypeScript, EmberJS, React, Astro, SolidJS, CSS, HTML, Web3, and more. They take a unique approach and focus on getting to know the human side of developers and their hobbies outside of work, all while sampling a new whiskey that they rate on their unique tentacle scale.
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One lawyer’s journey to digitally transform his legal practice. Come along as I try to separate the signal from the noise and smartly deploy value-add LegalTech tools at a legal corporate. *Views my own* Hosted by Kaj Rozga | Music by Brett Ryback
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How do you sell a $20,000 product to a busy school principal who’s never heard of your brand? How do you win back public favor when the NY Times slams your company? How do you build community when your huge Earth Day initiative is shut down by a global pandemic? You send an email of course. These are real challenges that real brands faced – and solved – with email. Listen in on email experiments that worked – and didn’t – to inform and inspire your own email strategies. Every other week, an ...
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Most of us, in the course of our adult lives, have experienced the need to reinvent ourselves. Something happens, life blows up, and now we've got to rebuild. It's easy to get so mired in the grief of our losses and transitions that we wander too long amidst the rubble of ideas we once had about ourselves and our lives, hoping we can make something of what is left after our structures have come crashing down. But the fabled Phoenix offers us some guidance whenever we find ourselves needing t ...
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Tune in to get fresh with Jenn at Pet Grocer! Jenn talks about fresh foods for pets, holistic wellness for pets and more. See the blog posts at www.petgrocer.ca.
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Ben Orenstein and Adam Wathan on surviving the transition from dev to founder.
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Ben Orenstein interviews great programmers about their craft.
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Developer Experience is a podcast brought to you by Algolia. We chat with guests who build products for developers about their developer experience strategy, what it means for them and why it’s important.
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This show is a deep dive into data problems, solutions, and innovations disrupting the private markets.
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Host Eugene Borukhovich explores how non-molecular therapies and interventions can prevent, manage or even cure diseases. Learn about the rapidly evolving field of Digital Therapeutics, its history, the evolving regulatory and reimbursement frameworks, and the trailblazers creating and advancing this industry.
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A podcast for developers interested in building great software products. Every episode, Adam Wathan is joined by a guest to talk about everything from product design and user experience to unit testing and system administration.
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The only engineering podcast with a 2 drink minimum! Full stack developers Jared Palmer and Ken Wheeler have peer-to-peer conversations with world-class engineers about software development.
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Send us a text Unlocking the hidden power of real estate equity could be the key to exponential portfolio growth—yet so many investors leave millions in potential wealth sitting idle. As a part-time real estate investor juggling careers as both an airline pilot and military instructor, I've built a portfolio valued at nearly $5.9 million with appro…
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AVAV Flies High on Tailwinds, NKE Stumbles on Earnings
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Aerovironment (AVAV) soared after the FAA Acting Commissioner said the agency is working to safely integrate drones it and its peers create. As George Tsilis adds, geopolitical tensions and strong earnings backed the stock's rally. He also turns to breaking news on Nike's earnings report, which showed a beat but revenue that slipped year-over-year.…
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It Starts With a Prompt. It Ends With a Point of View: How to Create Great Copy
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The robots can write. That’s not the problem. The problem is they can’t sound like you. And if your content doesn’t sound like you, it might as well be invisible. This episode covers copywriting in the AI era—where prompts meet point of view, sales teams drop blog ideas into Slack, and marketers try to rank on Google without losing their soul. Carl…
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Stock Market This Week: SPX & NDX New Highs, MU Beats & NKE Rallies
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It was a record breaking week on Wall Street with the SPX and NDX both hitting new all-time highs. Tech led the push to the milestones, with companies like Nvidia (NVDA), Microsoft (MSFT), and Palantir (PLTR) tapping highs of their own. Micron (MU) boosted A.I. optimism with its strong earnings, while Nike (NKE) leapt 20% on the week thanks to its …
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Cyngn (CYN) CEO on NVDA Partnership, Using Robotaxi Tech in Warehouses
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Lior Tal, CEO of Cyngn (CYN), talks about how his company uses robotaxi tech and applies it to a warehouse setting. The company has already worked with businesses like Deere & Co. (DE) to apply the tech. Lior also turns to Cyngn's partnership with Nvidia (NVDA) and how it uses the A.I. giant's tech with Cyngn's. ======== Schwab Network ======== Emp…
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"Calm Between Storms:" Markets Move Past Geopolitics, Into Tariff & Economic Uncertainty
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Kathy Jones with Charles Schwab believes markets are euphoric after the Israel and Iran conflict cooled from the worst-case scenario. However, she sees tensions lasting with tariffs, inflation, and unseen impacts from the "big, beautiful bill." Kathy adds that this will all affect the Fed's path forward on interest rates. She currently expects to s…
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Quentin Mai wraps up the week in gold. “We’re at an inflection point in history” for the metal, he says, as it regains attention for the first time in years. “Gold is the best performing asset out there” for investors looking for stability, he argues. With the cost of producing an ounce of gold around $1,400-$1,500, the $3,000+ price of gold is boo…
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'Canary in Coalmine:' Hard & Soft Ecodata Show 'Flinch' Among Consumers
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Eddie Yoon says core PCE and consumer sentiment both raised signs of weakening wallets. That, on top of trans-Atlantic flights from Europe hitting pre-pandemic levels, worry Eddie that more softness will come. Layoffs in major firms like Microsoft (MSFT) and Amazon (AMZN) add to resistance against the job market. He also talks about the headwinds l…
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NKE Earnings ‘Not Pretty’, But Market Optimism in New CEO
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Amanda Lai breaks down Nike’s (NKE) earnings, saying “it isn’t pretty.” However, the stock is rallying after the report because it “wasn’t as bad” as investors expected. She thinks there is optimism in a potential turnaround under the new CEO. She notes that they are trying to build relationships with wholesalers like Amazon (AMZN) and refocus on i…
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What SPX Needs to Hold "Remarkable" Rally, Don't Ignore VIX
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Katie Stockton calls the SPX rally "remarkable" since hitting lows in April. However, to have confidence that the all-time high breakout will hold, Katie believes the index needs to hold a key level for two consecutive weeks near that high. She adds that the VIX is "worth keeping on your radar." Katie later gauges market breadth and how it weighs a…
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AENT CEO on the Evolution of Fandom Collectibles for Music & Beyond
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Jeff Walker, CEO of Alliance Entertainment (AENT), joins to discuss the business and the entertainment industry. Alliance distributes entertainment and collectible products: “we feed that collectible fanbase.” They distribute Funko (FNKO) products and have even gotten into K-Pop fan items. “You can’t live just in your phone, you have to have things…
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GOOGL the "Future of This Country," A.I. Flipping Script on Search
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LikeFolio's Landon Swan sees Alphabet (GOOGL) as a conglomerate investment into future tech, pointing to everything from its cloud growth to investments in autonomous driving through Waymo. However, the big concern lies in its search business. Landon shows data suggesting ChatGPT dominating in search growth. He weighs Google against A.I. engines to…
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"Not Out of the Weeds:" Expect Volatility as Mag 7, A.I. Lead Markets
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Patrick Mueller says it's "nice to see the rebounding" of markets but admits we're "not out of the weeds yet." He sees volatility ramping back up in the back half of the year. Patrick urges investors to find protection in "behemoth" companies that serve as defensive plays, pointing to Berkshire Hathaway (BRK/B) and Walmart (WMT) as examples. Howeve…
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Butowsky: I Wouldn’t Buy Nike At All, Most Retail ‘Is Just Dying’
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“I would not be a buyer of [NKE] at all,” warn Ed Butowsky. He says it’ll take a billion-dollar hit from tariff impacts and it can’t easily move its manufacturing. He also isn’t enthusiastic about its innovation attempts. Giving up shelf space at retailers really hurt the company, he argues, and it has to overcome that self-inflicted wound. “Most r…
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"Got to Own" MSFT, GOOGL & AAPL Headwinds, "Can't Bet Against" Elon Musk
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Rebecca Walser sees cloud computing and A.I. adding tailwinds across the Mag 7. Out of the group, the two she's wary on are Alphabet (GOOGL) due to A.I. search engine competitors, and Apple (AAPL) as it catches up in the A.I. race. On the Mag 7 overall, Matt Tuttle says "I don't love them, I like them," pointing out headwinds he sees in the group. …
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Michael Landsberg thinks the market can have a strong second half as volatility concerns seem to be wrapping up. He calls 2025 a ‘take a breath’ year and looks at opportunities in the tech sector and overseas. His stock picks include Cintas (CTAS), Rheinmetal (RNMBY) and Parker-Hannifin (PH). ======== Schwab Network ======== Empowering every invest…
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Indrani De explains the rebalancing changes to the Russell 2000 and Russell 1000, which will occur after the closing bell. “More than $10T is benchmarked to the Russell indices,” Indrani emphasizes and the indices need to reflect the current market environment. Rebalances are currently annual, but will become semi-annual next year. ======== Schwab …
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GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue"
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Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR. Chandan discusses the smart solutions technology offerings his company provides, and he included an update on ongoing …
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Consumer Sentiment Driven by Tariffs, Labor, AI Concerns, and Healthcare
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6:15
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Tsvetta Kaleynska and Mark Hamrick cover consumer sentiment. Tsvetta, who analyzes what consumers say online, compares the types of positive talk she’s seeing, like vacations, against the negative posts around topics like expenses. Mark compares the latest Consumer Sentiment report to other economic data we’ve seen this week to create a bigger pict…
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U.S. Consumers Want to Buy Cars Despite Interest Rates, Trade Volatility
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Rebecca Lindland says that an Allison Worldwide survey shows the share of people who want to buy a car this year has risen to 20%, a mark of consumer confidence even during trade volatility. 71% of those surveyed said they were likely to buy an American vehicle, and 9% think vehicle prices will go up. She talks about trends in consumers choosing el…
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Prosper Trading Academy's Charles Moon says Amazon (AMZN) is starting to show "signs of life" in its price action, as long as pending tariff headlines trend positive. He expects Alphabet (GOOGL) rallying if it can hold its 200-day SMA. On Voyager (VOYG), Charles sees $51 as the key resistance level for the recent IPO. Charles Schwab's Ben Watson gi…
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Vermeulen: FOMO Drives SPX Rally, Long-Term Bear Case & Tech "Wild Card"
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Chris Vermeulen of The Technical Traders offers a wide perspective on the markets. He talks about the FOMO-driven rally led primarily by tech, which he perceives being a "wild card" moving forward. While Chris sees short-term bull trends holding, he expects bears to re-enter markets and send levels near April lows. ======== Schwab Network ======== …
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AMZN Upgrade Signals AWS & Ecommerce Demand, Tariff Uncertainty Lingers
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BNP Paribas upgraded Amazon (AMZN) and upped its price target for the Mag 7 giant. Jeff Pierce notes Amazon remains off its all-time high as the SPX hit its own milestone Friday. He sees the company's AWS cloud and ecommerce powerhouse benefitting it long-term, as long as tariffs don't hinder growth. Dan Deming later offers an example options trade…
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CRWD, PANW & ZS Growth Show Cybersecurity is Here to Stay
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"Cybersecurity is going to continue to grow," says Alex Hamerstone. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and ZScaler (ZS) have seen tremendous growth over the last year, a trend Alex says will continue with larger companies looking to boost online security. However, he also notes downside risk these companies could face lon…
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TSLA Creates UBER & LYFT Bear Case, Baird Downgrades Banks, EL "Lipstick Indicator"
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JPMorgan Chase (JPM) and Bank of America (BAC) have recently outperformed the SPX, but Baird downgraded both stocks as the macro environment shifts. Canaccord downgraded and cut price targets on Uber Technologies (UBER) and Lyft Inc. (LYFT) as Tesla (TSLA) ramps up its showing in autonomous driving. However, Estée Lauder (EL) got an upgrade with a …
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SPX Hits All-Time High, Markets "Screaming Risk On"
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After more than four months, the SPX tapped a new all-time high at the start of today's trading session. Alex Coffey talks about how Mag 7 names like Nvidia (NVDA) and Microsoft (MSFT) led the charge and how they can continue to do so. He also notes gold's biggest sell-off it has seen in some time, something Alex believes leads to a "screaming risk…
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NKE Leaps Off Earnings Beat Despite Tariffs, GOOGL Upgrade on A.I. Bull Case
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Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the…
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Core PCE Ticks Higher, U.S. & China Trade Framework Reached
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The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print. ======== Sch…
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Crypto Corner: Stablecoins Surge, Crypto-backed Mortgages?
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Jenny Horne and Adam Lynch dive into a busy week for the digital asset space. Stablecoin-related stocks Circle (CRCL) and Coinbase (COIN) continue to rally on increased adoption interest in the blockchain token-based payment system. Fiserv (FI) and Mastercard (MA) announced a partnership to explore stablecoin adoption. And, the duo discuss the Trum…
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Uber (UBER) shares notched a new all-time high this week, but Friday's downgrade from Canaccord takes the ride-hailing company to a hold rating down from a buy. The analyst cut its price target to $84 from $90 as it say the company's outcome "is truly unclear" as autonomous vehicles continue entering the market. Rick Ducat examines the chart, Tom W…
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Disinflation or Stagflation? 3 Things Mish Schneider is Watching to Find Out
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Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but "not a huge surprise" to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from her…
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Nathaniel Bradley joins Diane King Hall to chat about cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD) and how these companies adapt to A.I. technology. Later, he discusses Zscaler (ZS) calling it a "value play" in the space expecting "upside potential" for investors looking to add in the cybersecurity space. Nathaniel stresses th…
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Stock Market Morning Minute: SPX Near All-Time High, NKE, UBER
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Equity futures are on the move as U.S. and China trade representatives confirm details of a trade deal. Nike (NKE) reveals a $1B tariff cost hit in its latest quarterly earnings report. And, Uber (UBER) gets a downgrade after shares reach a new all-time high. ======== Schwab Network ======== Empowering every investor and trader, every market day. S…
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Meta Platforms (META) has reportedly hired away several OpenAI employees to help kickstart its "Superintelligence" division under Mark Zuckerberg. Rachel Dashiell joins the show to discuss the technical setup for META, as shares have "bullish evidence stacking up" as it hovers below all-time highs. On a long-term support, she sees $705 as a level t…
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"Perfect Time" for Protection, Big Trading Day Ahead
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Morning Movers kicks off the day with Scott Bauer (@prospertradingacademy) and his thoughts on markets inching towards all-time highs, the Russell 2000 reconstitution and PCE data. All combined, he thinks it will be a "big trading day" and makes the case that it is a "perfect time" for buying upside VIX calls, with volatility still "too cheap" in h…
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Stock Market Today: MU Pushes Chips High, PLTR Nuclear Deal, CRWV Eyes CORZ
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The NDX tapped yet another new all-time high while the SPX came just points away from hitting its own new milestone. Chip stocks like Nvidia (NVDA) and Broadcom (AVGO) continued their rallies off Micron's (MU) latest earnings even though Micron itself fell on the session. Palantir (PLTR) also gained off a new deal with The Nuclear Company, while Co…
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MU Under the Microscope: What to Watch for in Micron's Outlook
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Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.…
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Jobless Claims Show Continued Weakness, FOMC Could Accelerate Rate Cuts
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Continuing jobless claims showed another uptick, and Charles Schwab's Cooper Howard believes the FOMC should see it as a yellow flag. He notes possibility of an adjustment to the rate cutting cycle if that weakness continues. In treasuries, Cooper explains why the municipal bonds remain attractive to investors and other corners of the market you sh…
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SHEL/BP Merger Rumors: What Would a Deal Mean?
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The energy market is alight with rumors about a gigantic merger between Shell (SHEL) and BP (BP). Shell has denied that talks are happening. Rob Thummel covers the buzz and says that both companies are trading at “steep discounts” to historical levels right now. He discusses what would happen within the energy market should a deal go through but sa…
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SPX Resistance Near All-Time High, VVIX to VIX Signals Possible Pullback
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The SPX couldn't breakout to new highs, as Kevin Green points to strong resistance around the milestone level. He still believes technicals remain "pretty decent" across the board, also noting a downtick in puts compared to calls. However, Kevin also urges investors to keep the VVIX to VIX ratio in mind, which shows weakness in the bull run. ======…
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Hubbard: 2X as Expensive to Own a Home as to Rent Now
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Katie Hubbard says disparity between buyers and sellers in the housing market is the highest in 12 years: “There’s just not buyers.” She sees an average of 7% discounts on new houses, and larger homebuilders are buying down mortgage rates to as low as the 3%s. “It’s really an affordability issue…it’s twice as expensive to own a home as it is to ren…
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Beta Winds Changing: Stock-Picking Back in Style?
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Travis Prentice calls the “beta rally from the lows” historic, but thinks its influence is starting to subside. He thinks styles and stock picking will start to matter more again to find strong performance. He thinks that AI is staying strong as innovation continues, moving from LLMs to robots and inference tasks, plus a continuing recovery from th…
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NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead
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Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (C…
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Investing in Robotics with HUMN: Roundhill Seeks to Capture "Next Wave of A.I."
8:49
8:49
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Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.…
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Inventory, Discounting, Guidance – What to Watch in Nike’s Earnings
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6:15
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Diya Iyer expects Nike (NKE) to report a sales decline this quarter as it attempts a “transformation,” and is watching the full year guidance. Spencer Hakimian focuses on inventory numbers, “especially with all the uncertainty around tariffs,” and “do they need to start marking down stuff.” Diya notes that the industry is raising prices because of …
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The Bullish Case for NVDA, GOOGL & the Bear Case for AAPL
7:50
7:50
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A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand,…
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Kodali: Tariffs Aren’t Even Nike’s (NKE) Biggest Issue
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Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita t…
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PLTR Nuclear Partnership Offers Company More Power in A.I. Race
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Once again, Palantir (PLTR) tapped a new all-time high after penning a new deal with The Nuclear Company. As Marley Kayden explains, they will create an A.I.-driven software system for nuclear construction in order to build plants faster and safer. It's the latest in a slew of deals Palantir has made, which Marley says strengthens its footing in A.…
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Likefolio’s Megan Brantley shares consumer sentiment data on Nike (NKE) ahead of its earnings report. She thinks Nike continues to lose market share to On Holding (ONON), Hoka, Adidas and others – a mix of established players and upstarts. However, she says they still have the largest piece of the pie. The bar is low for their quarterly numbers, bu…
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‘Goldilocks’ Jobs Market Could ‘Fall Off a Cliff’
5:23
5:23
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PJ Tabit and Tony Zipparro cover the latest Jobless Claims report. PJ describes it as “mixed,” but says the good news is there hasn’t been a surge in unemployment. Tony notes “a lot of negative revisions down” but thinks the job market is falling into a “Goldilocks scenario” that could “fall off a cliff in a month or two.” They talk about their exp…
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