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John Conca and Kenneth Suh break down Netflix’s (NFLX) earnings as slowing U.S. engagement, weaker ad revenue and softer guidance overshadow strong margins and cash flow. They discuss competition for viewing time from YouTube and TikTok, and why Netflix may need bigger content swings through licen‮…
Jack McRoskey calls Meta Platforms' (META) story one of the most interesting in the stock market. With the company's Muse agent proving itself as an AI success story, he says all eyes will turn to the social media giant's future AI outlook, including whether CapEx increases again. Jack argues the ‮…
TheoTrade's Don Kaufman remains a bear for today's Big 3 on expectations that sell-side activity will ramp in the coming trading sessions. He sees a fade occurring in the SPDR Financial Sector ETF (XLF), housing affordability issues impacting Toll Brothers (TOL) long-term, and Alibaba (BABA) conti‮…
Can earnings growth outrun the cost of money? Jeffrey Small says it's getting harder to justify equity investments due to the climb in interest rates, crude oil, and Treasury yields. Meta Platforms (META) earnings and how it will monetize AI is something Jeffrey believes will be a key bellwether i‮…
Tom Essaye breaks down how Middle East disruptions have tightened global helium supplies and pushed prices higher. He explains why the shortage isn’t likely to meaningfully move CPI or core PCE, but could raise costs for semiconductor and memory production at a time when AI infrastructure is alrea‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Schwab Network, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.