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本 Podcast 中的其他單集

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) contin…
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 e…
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 in…
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 alread…
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 licens…
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Schwab Network,歸其所有者所有,與 Listen Notes, Inc. 無關聯,也未獲得 Listen Notes, Inc. 背書。