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Kevin Green addresses the September PCE print and the Fed's ongoing inflation fight after it paused interest rates for October. GDP's uptick offered a pillar of support for the U.S. economy, though KG points to the AI buildout as a lingering question mark for future growth. He notes the "histo…
James Demmert believes fears that AI CapEx won't generate meaningful returns for investors should be squashed following Microsoft (MSFT) and Alphabet (GOOGL) earnings. The next test will come with Amazon (AMZN) and its AWS growth after Thursday's close. However, James believes good balance sheets w…
Alphabet (GOOGL) is one of the worst performers in the S&P 500 (SPX) as the stock suffers one of its steepest single-day losses on record. Marley Kayden turns to the key metrics making investors second-guess the Mag 7 giant's forward momentum as it doubles down on AI spending. As she explains, …
Karl Desmond of Invesco discusses how custom model portfolios are giving financial advisors more personalization while saving time and improving efficiency. He explains the growing role of alternatives and active ETFs, how AI is improving the advisor experience, and why Invesco currently favors sto…
Market breadth shows 80% of stocks higher an hour after the opening bell even as most major indices trade lower, according to Charles Schwab's Joe Mazzola. As tech drags down the stock market, Joe explains how the health of Thursday's trading session remains strong. Kasey McCurdy turns to the AI Ca…
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.