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INNE ODCINKI W TYM PODCASCIE

GE Vernova (GEV) posted phenomenal earnings and raised guidance once again. As Diane King Hall points out, the stock's muted reaction reflects an even stronger outperformance by shares so far this year. Payment volume and transaction growth offered earnings strength for Visa (V) in its report. Enph…
Omar Aguilar, CEO and CIO of Charles Schwab Asset Management, believes the U.S. economy remains resilient even as crude oil volatility serves as a key risk to the macro outlook. He adds that the AI trade is here to stay but warns that the "extreme growth" seen in some companies over the l…
Brian Vendig remains bullish on stocks into year-end, pointing to solid earnings and a potential S&P 500 (SPX) move toward 7,950, while cautioning that Fed policy, midterm elections and geopolitical risks could fuel volatility. He favors established megacap tech companies that can fund AI inves…
It's Fed day, and Kevin Hincks says investors should "lower their expectations" due to anticipation of Kevin Warsh giving little to no information in the press conference. The committee is expected to hold rate for October and raise in December. What Kevin does have strong expectations fo…
SK Hynix (SKHY) continued a post-earnings rally within an hour after the opening bell in the U.S., something Kevin Green sees as a boon to the greater AI memory trade. He offers a closer look into the technical trends among the stocks through the Roundhill Memory ETF (DRAM). ======== Schwab Netwo…
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