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Andrew Chanin breaks down strong aerospace and defense earnings from GE Aerospace (GE), RTX Corp. (RTX) and Northrop Grumman (NOC), including why GE sold off despite its beat and raised outlook. He also previews SpaceX (SPCX) earnings, potential ties with Tesla (TSLA), its telecom ambitions and a r…
Bob Lang says strong demand, rising backlogs and attractive valuations make defense stocks like RTX Corp. (RTX) and Northrop Grumman (NOC) buying opportunities, with AI and future defense spending adding to the outlook. He calls RTX his best-in-class pick. Tom White outlines a bullish December opti…
The Mag 7 takes Tim Biggam's focus for today's Big 3 as what he calls a "sideways slog" grips markets. He discusses the key metrics behind his interest in Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT). Tim offers example options trades for all of his picks while Kevin Green highlights…
Angel Studios CEO Neal Harmon explains how its audience-driven model lets nearly 3 million Angel Guild members help greenlight content while sharing revenue with filmmakers. He highlights rapid membership and revenue growth, operating cash flow positivity, and why he believes the model gives Angel …
Concentrated earnings growth and robust AI spending have Patrick Mueller saying "it's only a matter of time" before a rug pull tied to missed AI expectations occurs in the stock market. Recent fragility on AI ROI and ballooning debt concerns seen in companies like CoreWeave (CRWV) have hi…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Schwab Network, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.