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WEITERE EPISODEN IN DIESEM PODCAST

Existing home sales for September are up and beat Wall Street estimates, a sign of strength for a frozen housing market. Kevin Green notes the reprieve it offers for housing, though it's a small one when comparing the metric to historic standards. In the banking space, KG calls the earnings "m…
Charles Schwab's Liz Ann Sonders addresses concerns from CEOs of Intel (INTC) and Broadcom (AVGO) that the AI trade is showing "casino-like" qualities. As for the new earnings season, she notes strength in the U.S. consumer but urges caution when it comes to sky-high expectations followin…
Scott Martin sees more volatility ahead as investors navigate the Fed, the election and sticky inflation, but says market pullbacks can create buying opportunities. He remains bullish on Micron (MU), SanDisk (SNDK) and Palo Alto Networks (PANW), while watching JPMorgan Chase (JPM) and Bank of Ameri…
Meta Platforms (META) surged on Monday's session after it released Muse Wonder. Micron (MU) and SK Hynix (SKHY) both sold off as Chinese competitor CXMT said it has a design that can store more data. eBay, Inc. (EBAY) moved higher after Morgan Stanley named the online retailer a top pick stock. Sam…
Mark Zagata says strong bank guidance and a resilient economy are creating opportunities for value investors heading into 2027. He highlights Amazon (AMZN) as AI and AWS investments begin translating into earnings, while Stryker (SYK) offers upside after a difficult year. He also likes CMS Energy (…
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