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News and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging sustainability issues, hosts Mike Disabato and Bentley Kaplan of MSCI ESG Research walk through the latest news and research that is top of mind for the week.
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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𝙏𝙝𝙚 𝙉𝙞𝙠𝙤𝙨 𝙎𝙝𝙤𝙬 delivers your story and expertise to the world. It hosts expert-level conversations with people from various fields including tech, software, faith, philosophy, engineering and markets. Show host Nikos Katsikanis has a Msci in Biophysics (5 years advanced degree), 13+ years of software development experience and various entrepreneurial ventures. 📹 Selected shows are uploaded to YouTube and can be found here: https://www.youtube.com/c/QuantumInformation
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Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging ESG issues, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners. MSCI ESG Research products and services are provided by MSCI ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Highlighting ASHG's trainee members.
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Helping you to invest and build wealth 💰 I started Making Money Simple in 2019 during my final year of university and I used it to break down money-related topics as simply as possible. I still continue to do that today, along with sharing my mistakes, my own journey and my knowledge - all whilst having a laugh - through this podcast! 💻 My website - https://makingmoneysimple.co.uk/ 📕 My book: Stop Waiting, Start Investing - https://linktr.ee/makingmoneysimple1 If you have any questions or wa ...
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I'm Aware That I'm Rare: the phaware® podcast is devoted to raising global pulmonary hypertension awareness with dynamic stories from PH patients, caregivers and medical professionals from around the world. Through this series of impactful, insightful and, most importantly, hopeful stories from members of the global pulmonary hypertension community, we hope to further the global #phaware conversation as well as to capture, engage and enable misdiagnosed and undiagnosed PH patients because ea ...
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This is the Philippine Stock Market Weekly podcast series by FirstMetroSec, where we will be featuring timely and relevant discussions on the Philippine stock market and economy, in the hope of providing investing and trading guidance to Filipinos. Enjoying our episodes? Don't forget to follow the podcast, rate us 5 stars and hit the notification bell. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: events@firstm ...
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The Medspiration Podcast discusses medical science & evidence based tools (applicable for all ages) that can be applied in real-time to optimize mental, physical &/or spiritual performance. Host: Dr. Nav Badesha is a UCLA-trained, Double Board Certified physician. We feature interviews with the world’s top researchers, physicians, trainers & performers with an intention to simplify high-impact interventions & highlight connections between Neurobiology, Trauma, & Health Equity.
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This is The Possibility Perspective. The show where we peel back the layers on enhancing enterprise solutions with Workday magic and PeopleSoft innovation. We’ll sit with real-time customers who've participated in our tailored services. Whether you're eyeing a smooth Workday transition or modernizing your PeopleSoft with the power of Amazon’s public cloud (AWS), we've got you covered. We’ll dive into topics from cloud migrations to fluid user experiences. Tune in and empower yourself with th ...
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Welcome to "Market Movements with Angel One, your go-to source for insightful analysis and updates on the dynamic world of the stock market new, latest trends, breaking news and topical content shaping the financial landscape. Driven by technological advancements, our cutting-edge AI-generated narrator will guide you to discover market trends that can help you on your financial journey. Join us in the exciting world of market movements.
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A Medic Mentor podcast hosted by medical students Afrida, Mez, Hannah & Krish, all about what to expect in the life of a medical student. We talk about the day to day activities of both medical students and doctors across specialities and levels of training, while offering insight into frequently forgotten aspects of becoming a doctor. Expect to hear discussions of current affairs, personal anecdotes and top tips along the way! Let us know what you think, follow us @howtobecomeadr on Instagr ...
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Stovall’s ‘Power Rating’ Picks: PSTG, MSCI, SCCO
9:26
9:26
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“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tariffs on for his entire term. He sees an impact on carmakers, which will send a ripple across the entire car market, new and used. Aerospace could also become an issue. He thinks Canada and Mexico could car…
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Beginner Questions Answered From A Listener (Transferring Pensions, FTSE vs MSCI, UK stocks, Bonds, and more)
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Massive shoutout to Ian who asked these brilliant questions. From transferring defined benefit and defined contribution pensions, to comparing the index providers of FTSE and MSCI, from UK stocks and their fees, to investing into bonds, and a lot more. This episode has a little bit of everything. Timestamps for each question are below. And if anyon…
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2025 World Wealth Report: U.S. Adds over 500K Millionaires
6:52
6:52
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Gareth Wilson breaks down the 2025 World Wealth Report. U.S. millionaires grew by 562K, reaching 7.9 million. Looking to the markets, he notes that high-net-worth individuals are investing more in alternative assets – up to 15% of their portfolios. “Over the next 25 years we’ll see a significant shift in wealth” from Baby Boomers to younger generat…
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TSLA "Rushed" Robotaxi, 2Q Earnings & Sales "May Not be Much Better" Than 1Q
9:27
9:27
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Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in se…
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Stock Market Today: CRWD & DLTR Post-Earnings Sell-Off, New AMZN A.I. Investment
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Stocks closed the session mixed after seeing two straight days of gains across the board. CrowdStrike (CRWD) and Dollar Tree (DLTR) created a lot of downside action in the SPX after earnings. Amazon (AMZN) served as a bright spot with its $10 billion investment into A.I. expansion in North Carolina. Marley Hayden takes investors through the trading…
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C3 AI (AI) CEO on U.S. Air Force Partnership, Role in Shaping Aerospace
7:41
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Tom Siebel, CEO of C3 AI (AI), calls his company's $100 million task order with the U.S. Air Force "one of the largest on Earth" in the A.I. space. He says the implementation of C3's Panda Software will make the Air Force's tech more reliable and will offer cost-saving measures down the road. Tom goes a step further to explain A.I. prospects in war…
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Overlooked Stock: GWRE Taps New All-Time High
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Guidewire (GWRE) soared 16% to a new all-time high after the cloud service and insurance company posted better-than-expected earnings. George Tsilis goes beyond the numbers in the report to explain other factors behind today's rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min…
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Tariff Inflationary Risk in U.S. & Abroad, ECB Expected to Cut Interest Rates
5:49
5:49
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While U.S. markets appear to shake off tariff headlines the longer they last, Charles Schwab's Michelle Gibley says the impact continues on the inflation front. She weighs global pricing pressure and its correlation with the U.S. Dollar. Sticking with the global front, Michelle talks about what led Canada to hold interest rates as the European Cent…
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Reasons for the ‘Dismal’ Drop in Spring Home Selling Season
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The spring home selling season has disappointed. Brad Hunter covers builders losing confidence, falling prices, and the “dismal” drop in buyers. The “lock-in effect” of lower mortgages is holding strong, and he doesn’t expect rates to fall substantially in the near future. Florida and Texas “have seen the worst of it,” he adds, with buyers aged 55+…
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Low Volume & Compressed SPX, CRWV Continuous Squeeze
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The SPX continues to waver in range-bound action, which Kevin Green says "makes sense" when you look at the technicals. He talks about headwinds still ahead for the index on its path back to 6,000 but believes bulls hold momentum. The 10YR-3MO treasury spread trending downward could become a roadblock in the coming trading sessions. Kevin also look…
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Will AI Integration Boost CrowdStrike (CRWD)?
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Joseph Bonner looks at CrowdStrike (CRWD) earnings as the stock sells off. He thinks their earnings story has a “disconnect,” but is maintaining a Buy rating and $388 price target. “We should expect more momentum” for its revenue growth in the future, particularly with agentic AI integration. ======== Schwab Network ======== Empowering every invest…
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How ‘Nepo Homeowners’ are Changing the Housing Market
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Frances Katzen describes the phenomenon of “Nepo Homeowners” and the turbulence they’re adding to the housing market. The trend encompasses first-time homebuyers relying on parents’ money to finance their real estate purchases. “There is a lot more swiftness and competitive nature” with parental backing, she adds. ======== Schwab Network ======== E…
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TSLA Sales Slide 15% Y/Y in China, Continues Global Decline
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Global vehicle deliveries continue to drag on Tesla's (TSLA) top line. The China Passenger Car Association reports that sales fell 15% since last year, as the EV giant continues to lose ground to Chinese competitors like BYD Co. (BYDDY). Diane King Hall looks into the trends behind Tesla's falling sales and the pressure it adds to the company's hig…
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MDB Tees Up "Show Me" Quarter as A.I. "Exuberance" Returns
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Matt Tuttle sees MongoDB (MDB) filling a gap to the upside. Even with ballooning valuations, Matt believes the software company will win investors over if it posts a strong outlook and overturns last quarter's concerns. George Seay doesn't agree on valuation, arguing that earnings need to mature to "make sense" of current levels. He worries a marke…
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Noble: U.S. Will Lose ‘Capital War’, Watch Bond Market
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“I’ve got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dollar weakness and the implications for equities: the U.S. “may win the trade war” but will “lose the capital war.” He thinks the bond market is the “thing to watch” right now, and that investors should buy gol…
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David Nelson reacts to Jamie Dimon’s remarks around the dollar, agreeing that “we could lose” our place as the world’s reserve currency. “As the deficit widens,” Treasury buyers will demand higher yields, he says. “What we’re really riding on [for markets] is the AI trade,” he argues. His stock picks include Huntington Ingalls (HII), TJX Companies …
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Ca$htag$: Five Below (FIVE) ‘Executing Extraordinarily Well’
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Likefolio’s Andy Swan previews Five Below (FIVE) earnings, which are after the bell. “They have a really nimble business model,” he says, and thinks they’re “executing extraordinarily well” on a turnaround. He points to web visits surging this year and compares it to stock price action. He also brings visits data showing double-digit growth, actual…
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DLTR Tariff Weakness 'Excuse,' Stock Price 'On Sale'
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Dollar Tree (DLTR) sold off despite posting a double beat in earnings. Chris McMahon thinks the current stock price is a "sale" and sees significant upside over the next 6 months. That momentum is expected to come from boosted foot traffic and higher price tags. Nick Raich isn't as bullish, calling its weakened guidance over tariffs "an excuse" for…
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Stocks, ETFs and volatility are all in focus for TheoTrade's Don Kaufman. He leans bearish on Boeing (BA) after the plane maker saw a substantial rebound rally in recent months. Don later explains why he's bullish on the VIX and iShares Silver Trust ETF (SLV). Rick Ducat dives into the technical trends he sees in the charts. ======== Schwab Network…
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Lekas: Fed Won’t Cut This Year, Impact of ‘Low Dollar’ Policy
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John Lekas does not expect the Fed to cut this year, driven by wage inflation due to low unemployment. He thinks yields will continue to rise, with the 30-Year hitting 6% by year-end, but calls this a “normal curve.” He explains the impact of the administration’s “low dollar” policy, both positive and negative. ======== Schwab Network ======== Empo…
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S&P 500 Near 6000: Navigating Market Uncertainty
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The S&P 500 is near 6000, but Arnim Holzer says: don't get too comfortable. He believes there's still a lot of uncertainty in the markets, with wild cards like the ongoing impact of tariffs on earnings. Holzer notes that while some investors are optimistic about a strong second half, he's more cautious, citing concerns about margins, consumer behav…
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FIVE Earnings: Can Discount Store Beat Tariffs as DLTR Sells Off?
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7:23
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Five Below (FIVE) reports earnings after the close, and tariffs remain the biggest question for the discount store's outlook. Marley Kayden takes a closer look at Wall Street's estimates for Five Below and measures the company's capabilities to weather the tariff storm. Prosper Trading Academy's Scott Bauer sees significant upside potential for the…
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Market Volatility to Persist: Skepticism on A.I., Opportunities in CRWD & EQIX
10:22
10:22
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Peter Andersen believes the market's recent volatility is here to stay, driven by trade tariffs and the A.I. revolution. He is skeptical about the A.I. hype, citing its massive energy demands and limited ability to replicate human intelligence. Instead, he suggests investors focus on more tangible opportunities like cybersecurity, such as CrowdStri…
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CRWD Holds 'Substantial Lead' in Cybersecurity, Still 'Gauging Their Own Growth'
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Cybersecurity companies are "insurance policies of the present day," says Nathaniel Bradley. He's a fan of CrowdStrike (CRWD) despite the sell-off after earnings, arguing the cybersecurity giant is in the "right place at the right time" due to a critical reliance on cybersecurity. Nathaniel believes CrowdStrike has a "substantial lead" in the space…
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TSLA China Deliveries Down 8th Month, HPE A.I. Positivity, DLTR Sells Off
9:16
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Diane King Hall takes investors through the earnings front. On HP Enterprise (HPE), she notes the company's rally brought by its beat and optimism on outlook surrounding A.I. and other tech. Investors took an axe to Dollar Tree (DLTR) after it shared near-term tariff headwinds. Diane also turns to Tesla (TSLA) after the company posted lower vehicle…
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SPX Road to 6,000, 50-Day v. 200-Day SMA & Sector Rally Potentials
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7:00
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The SPX continues to push toward 6,000, which Kevin Green believes is paramount for bulls to breakthrough. If it's broken, he's looking at 6,020 as the next crucial level, which shows lots of call action. He later highlights stocks in the index breaking above the 50-day SMA compared to their 200-day SMA and what it means for future price action. Ke…
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CRWD Mixed Earnings Reinforce Cybersecurity Strengths, AAPL Downgrade
7:27
7:27
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CrowdStrike (CRWD) sold off after posting mixed earnings, leading to some firms downgrading the stock while others raised price targets. Jenny Horne makes sense of the responses and talks about why CrowdStrike signals strength ahead for the cybersecurity sector. Apple (AAPL) also slipped lower after Needham downgraded the Big Tech giant to hold fro…
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China, U.S. Trade Deal Stalling & ADP Private Payrolls Underperform
7:10
7:10
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An early morning Truth Social post from President Trump signaled that trade talks with China will face continued headwinds. Kevin Hincks reports from the Cboe Global Markets to explain why China is playing the long game. Plus, he goes over the big miss in ADP employment, which showed 37,000 private payrolls being added in May compared to estimates …
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Snowflake (SNOW) shares are on the move higher after an analyst upgrade. UBS lifted the stock to a Buy and raised its price target to $265 from $210. Rick Ducat looks at the chart as shares reach new 52-week highs. Later, he demonstrates an example options trade using a call butterfly strategy. ======== Schwab Network ======== Empowering every inve…
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The Legal Battle for Tariffs & Why Strategic Tariffs are Next
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8:07
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Thierry Wizman discusses the back and forth headlines emanating from the White House's tariff policy. Finding clarity on specific products is something Thierry believes is missing, and he thinks "strategic" tariffs are coming next with targeted products like pharmaceuticals. Later, he provides commentary on the U.S. labor market in the wake of ADP …
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Stocks New Normal As Steel Tariffs Take Hold, CRWD Post-Earnings Plummet
8:59
8:59
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Kevin Green examines the state of global trade as equity futures hover around the unchanged line. President Trump's 50% hike on steel imports is just one piece of the puzzle, as KG highlights another area to watch: high shipping rates from China to North America, with light volumes. Later, he discusses CrowdStrike's (CRWD) post-earnings pullback. K…
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What's Next for DLTR, DG & Discount Retailers
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Dollar Tree (DLTR) has $1B in cash, something that Ed Butowsky says will keep the stock in a "growth mode" as it eyes expansion into old CVS Health (CVS) storefronts. He believes the tariff impact is hard to assess as even the discount retail companies themselves don't know how to give guidance. For Dollar General (DG) and Five Below (FIVE), he's l…
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Apple (AAPL) catches a rare downgrade as the analyst at Needham lowers its rating to Hold from Buy. Rachel Dashiell eyes the chart and says the stock has traded more like a "Lag 7 stock, than a Mag 7 stock," She compares AAPL to the broader information technology sector over the past year, but on a longer-term chart dating back to 2022 she finds th…
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CrowdStrike (CRWD) shares are down after its latest guidance disappoints. HP Enterprise (HPE) rallies after its latest earnings report. And, Wells Fargo (WFC) gets a green light from the Fed. Diane King hall shares the latest ahead of Wednesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib…
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Applied Digital (APLD) CEO on CRWV Deal, Accelerating A.I. Adoption
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Wes Cummins, CEO of Applied Digital (APLD), gives more insight into the deal his company and Coreweave (CRWV) recently signed. The company is building the data center facility in a town of 1,100 will offer 250 megawatts of power to Coreweave. Wes notes headwinds Applied Digital faced during the DeepSeek sell-off and how A.I. adoption has only accel…
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Tariffs "Reinforce" U.S. Steelmakers at Risk of Higher Prices, Aluminum a Different Story
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Donald Marleau says President Trump's increased tariffs on steel and aluminum will give more power to U.S. steelmakers but notes they will likely pass prices onto consumers. He points to historical stock prices and credit quality trends for steelmakers to show how companies like Cleveland-Cliffs (CLF) and Steel Dynamics (STLD) will likely handle ta…
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Charting the Chip Trade: TSM, AVGO & ASML
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Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny Horne talks about why Barclays raised its price target on TSMC (TSM) while downgrading ASML Holding (ASML). She also points to a bullish note on Broadcom (AVGO) from Citigroup ahead of the company's earn…
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Dip-Buying Slows & 'No Hire, No Fire Economy' Raise Warning Flags
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8:17
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Charles Schwab's Joe Mazzola notes today's market action as a positive for investors but shares caution on its longevity. He sees dip-buyers scooping up less equities by the week, as Joe believes bulls are waiting for trade deal catalysts. In the bond market, Cooper Howard tells investors to brace for choppiness. He sees treasuries moving higher wh…
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Stock Market Today: CRWD Plunges, META & CEG A.I. Deal, DG Soars
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Markets repeated Monday's price action by starting the day lower before closing the session higher. CrowdStrike (CRWD) did not join other equities after hours, selling off after posting a mixed earnings report. Constellation Energy (CEG) lost its big rally after signing a 20-year deal with Meta Platforms (META). Dollar General (DG) was the leader i…
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Auto Industry Faces Tariff Uncertainty & E.V. Adoption Challenges
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Tariffs and E.V. adoption are two major headwinds facing the auto industry. Karl Brauer discusses the impact of tariff uncertainty on car sales and inventory. Despite initial demand surges, Brauer expects a pullback in May, citing "pull forward" sales and inventory normalization. E.V. adoption also lags behind expectations due to range anxiety, lim…
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CrowdStrike (CRWD) sold off after a top and bottom line earnings miss. Current quarter guidance also slipped below Wall Street's estimates, despite raising full-year guidance. George Tsilis and Alex Coffey comb through the report and talk about what's driving the lower move, even with cybersecurity further entrenching itself as a mainstay in the te…
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Bitcoin Bull Sees Asset as Digital Gold in a Volatile Market
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Ben Werkman shares his insights on Bitcoin's (/BTC) run and performance. He also discusses the rise of new players in the space. Werkman sees Bitcoin as a digital gold alternative, reiterating a common Bitcoin-bull belief. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet…
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META & CEG Deal Shows "We Need" More Energy for A.I.
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"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant. Landon sees the company using that extra power to fuel its abundance of A.I. products. Despite the high price tag, Landon makes the case that "…
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Defensive Shift: Tech Caution and Value Opportunities as SPX Soars
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With the S&P 500 (SPX) near all-time highs Brian Huckstep urges investors to take a defensive stance, citing concerns over valuations, tariffs, and debt. While tech stocks like Nvidia (NVDA) have led the charge, he believes they may be due for a correction. He also likes TIPS, or inflation-protected Treasuries, as a fixed-income play. ======== Schw…
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SPX Jumps Off Lows, Tech/Utilities Ratio Shows More Upside
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Markets faced pressure in the middle of the trading session, though stocks managed to jump off the morning lows and close higher on the day. Kevin Green warns that downside risk is still possible with two open gaps in the SPX that could see a retest. A bullish indicator favoring SPX upside is the tech to utilities ratio, as Kevin explains the poten…
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Tax Targets: DKNG, FanDuel Face New Margin Pressure
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Illinois' new "sin tax" on sports betting may be a short-term pain for companies like DraftKings (DKNG) and FanDuel, but Morningstar's Dan Wasiolek says it's a manageable hit to margins. He expects the sports betting space to continue growing, even if new jurisdictions don't come online as quickly as expected. He points to a $30 billion revenue est…
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Job Openings Surge, But Labor Market Remains Uncertain
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The April JOLTS data shows a mixed bag for the labor market, with more job openings than expected, but also a decline in quits and an uptick in layoffs. Jake Clopton and Jordan Rizzuto break down the numbers. They discuss the potential for a "soft landing" in the economy. They also share their thoughts on what to expect for the rest of the year and…
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Nuclear Stocks "Overpriced:" Bearish Perspective on CEG, VST & Peers
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The amount of energy Meta Platforms (META) will buy from Constellation Energy (CEG) in its new deal can power a million homes, says Travis Miller. While the deal is huge when it comes to power production, Travis says there's too many unknowns in how huge it will be for either company's top line. That uncertainty reflected in Constellation's stock p…
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SPX Aims for 6000, Technical Trends in ALAB and NBIS
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Kevin Horner says the S&P 500's (SPX) push towards 6000 is a "nice setup" for a potential higher close. He notes that the index has held above its 20-day moving average since April 22. On the individual stock front, Kevin is also watching significant moves in Astera Labs (ALAB) and Nebius (NBIS). ======== Schwab Network ======== Empowering every in…
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Armo: Not in "Typical Bull Market," NFLX Remains "Great Buy"
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Melissa Armo expects a "wild" June in the markets. She shares hesitation on going long in the current environment, pointing to a lack of liquidity from big buyers as a bearish signal. Melissa adds that there's a conundrum in the FOMC, arguing that the Fed may not cut interest rates at all this year while tariffs create more of a burden on the Ameri…
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