This Week In Ecommerce public
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Marketing for eCommerce Mompreneurs is the ultimate podcast for entrepreneurial moms ready to grow and scale their eCommerce businesses with strategic, data-driven marketing strategies. Hosted by Jessica Howard, a dedicated marketing data strategy coach and CEO of 2PM Marketing, each episode offers actionable tips for marketing your eCommerce business—all tailored for determined mompreneurs. If you’ve ever asked yourself: Why isn’t my eCommerce store earning more why your ad isn’t performing ...
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This podcast explores eCommerce advertising, marketing, and lead-gen strategies — so you can leverage the secrets of profitable ads, to grow your eCommerce or Shopify store. Your host, Luke Smith, has worked with a range of brands — from startups in the 'kids & parenting' e-commerce niche to titans of the industry like Tom Ford, Qantas, McDonald's, and more. Tune in each week for actionable tips and insights from industry experts to help you get the most from your ad spend — to grow your eCo ...
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Step into the fast-paced world of online business with 'The Checkout Point,' a dynamic, 20-minute podcast that wraps up the week's must-know eCommerce news, trends, and strategies. Powered by the visionary team at blikket.co and narrated by the AI-driven voice of Max, this podcast is your shortcut to staying ahead and informed in the digital marketplace. Perfect for entrepreneurs, digital marketers, and eCommerce enthusiasts keen on making smart, data-driven decisions. Subscribe to 'The Chec ...
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Join Noibu co-founder Kailin and our acclaimed guests as we unravel the secrets behind supercharging your ecommerce operations and reveal the best strategies to develop your site’s success. The Ecommerce Toolbox: Expert Perspectives is the ideal podcast for ecommerce experts, and your guide to uplevelling your work. Every week, we dive headfirst into the realm of optimizing and perfecting ecommerce websites, engaging in extensive and expert conversations with our guests. Get ready to explore ...
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This podcast focuses on helping Business leaders, Founders, Sales Professionals, Commercial directors, and CFO's make informed business decisions when it comes to marketing. The podcast is designed to give non-marketing professionals the tools and knowledge to optimise their customer purchase journeys across online and offline touch points in order to see a real impact on their bottom line. New episodes come out every week. For future episodes, you can send your questions to me via LinkedIn ...
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The Top 3% Global Show The High Voltage Business Builders Podcast is a show where we interview high voltage entrepreneurs on their way to their first or next million using e-commerce, real estate and other business models that generate wealth without Wall Street profits! Host Neil Twa has led a captivating conversation with at least one Founder of a company or brand each week since December 2021. This is your weekly five F's show - faith, family, friends, freedom and fun! The High Voltage Bu ...
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Welcome to eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection. I’m Steve Hutt, your experienced guide and host, here to help you unlock real, sustainable growth for your Shopify store by blending the best of automation with the power of authentic customer relationships. Since 2016, eCommerce Fastlane has been the weekly pit-stop for ambitious DTC founders and marketers. With over 1.5 million downloads and 400+ episodes, this show is your trusted resource ...
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2020 transformed the world of ecommerce forever. For the modern DTC brand, the rewards have never been greater. But the waters have also never been choppier, and the way forward has never been more uncertain. So how do you navigate this dangerous new reality? No matter how you do it, you’d better not do it alone. That’s where the Ecommerce Playbook Podcast comes in — join Common Thread Collective’s Taylor Holiday & Richard Gaffin as they bring you guiding insights from across CTC’s portfolio ...
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Trying to work out how to acquire more customers? Need to improve customer retention? Or just looking for some reassurance you’re on the right track? That’s what the eCommerce MasterPlan is here for. Every week we interview an e-Commerce business person (owner, manager or marketer) with a fascinating insight into successful online retailing. Their business might be a UK mail order retailer, an online-only store from Australia, or a brick and clicks business from the USA – but every one of th ...
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Welcome to the podcast dedicated to helping you grow your service business with Google Search Ads. Each week, we bring you actionable tips, insights, and updates to elevate your business through highly targeted search advertising. Whether you’re a freelancer, business owner, or anyone looking to get results with Google Ads, we break down strategies specifically for service businesses to maximize leads and conversions. Don’t get lost in the online ad jungle—hit subscribe, tune in, and let’s d ...
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Ranked in the top 1% of ALL podcasts, the Proof to Product podcast is your trusted resource for sustainable business growth - especially if you make and sell physical products! Join Katie Hunt, each week as she shares strategies & solutions to enhance your sales & marketing so that you’re building a business that supports your best life. If you’ve ever asked yourself can I make money selling physical products? Am I ready to sell my products wholesale to stores like Target, Anthropologie, Nor ...
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eCommerce Momentum Podcast

eCommerce Momentum Podcast

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Ecommerce MOMENTUM is a podcast created for you, the Amazon, Ebay, Shopify seller, or the Next Great eCommerce seller! We are here to help you understand how the top successful ecommerce sellers today got where they are, they tell you how they got unstuck, how they were able to outpace the herd and create a true “lifestyle” business. Each episode brings you a top seller with specific actionable steps to help you start, grow or get unstuck. This twice a week podcast will help your Amazon and ...
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Schwab Network

Schwab Network

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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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Brand Builders

Matt Lady, Tom Brown, & Richie Mashiko

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Each week Tom and Matt will have a catchup and open forum discussion about how our brands & careers are going, what is on our minds, and what we are struggling with lately in hopes to show the ups AND the downs of building a DTC brand.
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Chris Guthrie is the host of the Sellercast show which teaches you how to sell more products on Amazon. In this podcast Chris interviews successful new and veteran Amazon FBA sellers and answers your questions to help you grow your business. If you sell physical products on Amazon as a private label seller or brand owner this show is for you. We cover topics like picking a product, getting reviews, Amazon PPC, copywriting, finding suppliers, generating traffic, marketing strategies and of co ...
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On Retell, a weekly podcast by Rebuy, we recap the top AI, tech and ecommerce news stories from last week and share why they matter this week. Every Monday, we'll chat about the most popular stories you may have missed from last week and explain their significance for the week ahead. We'll break down complex topics, offer advice to ecommerce brands, and keep you up to speed with the latest headlines. All this information and analysis in short and engaging episodes always under twenty minutes ...
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Joel Gandara

Joel Gandara

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In a world where the definition of masculinity is rapidly evolving, men today face unique challenges. Lower average testosterone levels and weaker handshakes compared to previous generations are just a few of the physical changes men are experiencing. However, true masculinity transcends physical strength—it's about fulfilling responsibilities towards family, spouse, and society with sincerity and determination. Welcome to Joel Gandara's podcast that’s not about weightlifting or steroid use, ...
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How to Sell Online

Alison J. Prince

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Learn how to create extra income by building an online business. Each week, on the How to Sell Online podcast, experienced business owner, eCommerce coach, and founder of the 0-100K System Alison J. Prince, helps teach you how you can start, launch and grow your own online business, overcome the excuses that get in your way and find the financial freedom you desire by adding value to other people's lives with the products you sell. This podcast features coaching sessions, her own experiences ...
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Welcome to The Ecommerce Insights Show, brought to you by The Good! This weekly podcast gives ecommerce leaders specific, actionable advice for accelerating the growth of their business without pulling their hair out or making sacrifices in other areas. Our team of Conversion Rate Optimization (CRO) consultants has been helping global brands like Adobe, Xerox, and The Economist accelerate their growth for more than a decade – and now we’re leveraging all of those relationships and experience ...
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Product Biz Made Easy

Becky J. Anderson

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At Product Biz Made Easy, we help the product-based business owner scale their business. Each week we share sales strategies, marketing advice or inspiring interviews. If you're a wholesaler, an online retailer, a maker, a manufacturer, a boutique owner or a subscription box, or an Amazon store owner, and you want to learn all about products and how to scale through multiple sales channels and great marketing, this podcast is for you. We chat about marketing, wholesale, eCommerce, Amazon, Et ...
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Welcome to ‘Digital Supply Chain Talk for SMEs’, your weekly dose of insightful discussions and fun facts about the ever-evolving world of digital supply chains. This podcast is designed for SMEs in Manufacturing, Distribution, Wholesale, eCommerce/Retail, tech implementors, and anyone interested in the SAAS ecosystem of inventory/stock management. Each week, we dive deep into the intricate world of inventory management, ERP systems, fulfilment processes, and the broader digital transformati ...
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Welcome to The Tech Couple’s Podcast, where tech-savvy meets people-focused expertise! Hosted by Andy Le, a full-stack web developer with over 9 years of experience, and Sabrina Le, the dynamic office manager at their WordPress management company, this podcast is your ultimate guide to thriving in the digital age. Whether you’re a small business owner juggling endless tasks or a creative entrepreneur looking to boost your online presence, Andy and Sabrina bring you practical tips, candid adv ...
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Welcome to B.T.S Business Talent Success. The podcast that takes you behind the scenes of bold dreams, raw beginnings, and the inner breakthroughs that make success truly meaningful. This isn’t just a podcast about success it’s about the becoming. Each week, we go behind the scenes of the internal journeys that shape real lives and passionate work. Through deeply personal conversations with entrepreneurs, creatives, and visionaries, we explore the courage it takes to confront doubt, heal fro ...
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Incredible Podcast for - Entrepreneurs, Wantrepreneurs, Intrapreneurials, Intrepreneurial & Startups. We share the triumphs, struggles, failures and success stories from the true life experiences of our wonderful guests. We share the triumphs, struggles, failures and success stories from the true life experiences of our wonderful guests. The goal is to present the knowledge and process to you, so that you can use some of this information to add to your own tool box and succeed more in all ph ...
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Are you ready to scale your eCommerce brand, but you’re unclear on the path to take to get there? If you’re looking for the real game on what it takes to grow your eCommerce brand, then scroll no further because Scaling Uncensored delivers just that. Your hosts, Kai Ravariere, Tieron Spear and Tommie Powers are sharing raw and uncut insights from eCommerce operators, founders, marketers, and investors alike to give DTC eCommerce brands, like you, the best kept secrets to optimizing every asp ...
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Our mission is to inspire a culture of radical responsibility and personal excellence. Over the last decade of my life, I’ve come to believe this simple and profound truth: my life is my fault. My thoughts, feelings, decisions, actions, and personal standards are creating my experience of life. It’s an uncomfortable truth and hard to admit at times, but it’s true nonetheless. To achieve anything worthwhile, individual responsibility must become absolute, and admitting “your life is your faul ...
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It was a record breaking week on Wall Street with the SPX and NDX both hitting new all-time highs. Tech led the push to the milestones, with companies like Nvidia (NVDA), Microsoft (MSFT), and Palantir (PLTR) tapping highs of their own. Micron (MU) boosted A.I. optimism with its strong earnings, while Nike (NKE) leapt 20% on the week thanks to its …
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Lior Tal, CEO of Cyngn (CYN), talks about how his company uses robotaxi tech and applies it to a warehouse setting. The company has already worked with businesses like Deere & Co. (DE) to apply the tech. Lior also turns to Cyngn's partnership with Nvidia (NVDA) and how it uses the A.I. giant's tech with Cyngn's. ======== Schwab Network ======== Emp…
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Kathy Jones with Charles Schwab believes markets are euphoric after the Israel and Iran conflict cooled from the worst-case scenario. However, she sees tensions lasting with tariffs, inflation, and unseen impacts from the "big, beautiful bill." Kathy adds that this will all affect the Fed's path forward on interest rates. She currently expects to s…
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Quentin Mai wraps up the week in gold. “We’re at an inflection point in history” for the metal, he says, as it regains attention for the first time in years. “Gold is the best performing asset out there” for investors looking for stability, he argues. With the cost of producing an ounce of gold around $1,400-$1,500, the $3,000+ price of gold is boo…
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Eddie Yoon says core PCE and consumer sentiment both raised signs of weakening wallets. That, on top of trans-Atlantic flights from Europe hitting pre-pandemic levels, worry Eddie that more softness will come. Layoffs in major firms like Microsoft (MSFT) and Amazon (AMZN) add to resistance against the job market. He also talks about the headwinds l…
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Amanda Lai breaks down Nike’s (NKE) earnings, saying “it isn’t pretty.” However, the stock is rallying after the report because it “wasn’t as bad” as investors expected. She thinks there is optimism in a potential turnaround under the new CEO. She notes that they are trying to build relationships with wholesalers like Amazon (AMZN) and refocus on i…
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Katie Stockton calls the SPX rally "remarkable" since hitting lows in April. However, to have confidence that the all-time high breakout will hold, Katie believes the index needs to hold a key level for two consecutive weeks near that high. She adds that the VIX is "worth keeping on your radar." Katie later gauges market breadth and how it weighs a…
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Jeff Walker, CEO of Alliance Entertainment (AENT), joins to discuss the business and the entertainment industry. Alliance distributes entertainment and collectible products: “we feed that collectible fanbase.” They distribute Funko (FNKO) products and have even gotten into K-Pop fan items. “You can’t live just in your phone, you have to have things…
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LikeFolio's Landon Swan sees Alphabet (GOOGL) as a conglomerate investment into future tech, pointing to everything from its cloud growth to investments in autonomous driving through Waymo. However, the big concern lies in its search business. Landon shows data suggesting ChatGPT dominating in search growth. He weighs Google against A.I. engines to…
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Patrick Mueller says it's "nice to see the rebounding" of markets but admits we're "not out of the weeds yet." He sees volatility ramping back up in the back half of the year. Patrick urges investors to find protection in "behemoth" companies that serve as defensive plays, pointing to Berkshire Hathaway (BRK/B) and Walmart (WMT) as examples. Howeve…
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“I would not be a buyer of [NKE] at all,” warn Ed Butowsky. He says it’ll take a billion-dollar hit from tariff impacts and it can’t easily move its manufacturing. He also isn’t enthusiastic about its innovation attempts. Giving up shelf space at retailers really hurt the company, he argues, and it has to overcome that self-inflicted wound. “Most r…
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Rebecca Walser sees cloud computing and A.I. adding tailwinds across the Mag 7. Out of the group, the two she's wary on are Alphabet (GOOGL) due to A.I. search engine competitors, and Apple (AAPL) as it catches up in the A.I. race. On the Mag 7 overall, Matt Tuttle says "I don't love them, I like them," pointing out headwinds he sees in the group. …
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Michael Landsberg thinks the market can have a strong second half as volatility concerns seem to be wrapping up. He calls 2025 a ‘take a breath’ year and looks at opportunities in the tech sector and overseas. His stock picks include Cintas (CTAS), Rheinmetal (RNMBY) and Parker-Hannifin (PH). ======== Schwab Network ======== Empowering every invest…
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Indrani De explains the rebalancing changes to the Russell 2000 and Russell 1000, which will occur after the closing bell. “More than $10T is benchmarked to the Russell indices,” Indrani emphasizes and the indices need to reflect the current market environment. Rebalances are currently annual, but will become semi-annual next year. ======== Schwab …
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Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR. Chandan discusses the smart solutions technology offerings his company provides, and he included an update on ongoing …
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Tsvetta Kaleynska and Mark Hamrick cover consumer sentiment. Tsvetta, who analyzes what consumers say online, compares the types of positive talk she’s seeing, like vacations, against the negative posts around topics like expenses. Mark compares the latest Consumer Sentiment report to other economic data we’ve seen this week to create a bigger pict…
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Rebecca Lindland says that an Allison Worldwide survey shows the share of people who want to buy a car this year has risen to 20%, a mark of consumer confidence even during trade volatility. 71% of those surveyed said they were likely to buy an American vehicle, and 9% think vehicle prices will go up. She talks about trends in consumers choosing el…
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Prosper Trading Academy's Charles Moon says Amazon (AMZN) is starting to show "signs of life" in its price action, as long as pending tariff headlines trend positive. He expects Alphabet (GOOGL) rallying if it can hold its 200-day SMA. On Voyager (VOYG), Charles sees $51 as the key resistance level for the recent IPO. Charles Schwab's Ben Watson gi…
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Chris Vermeulen of The Technical Traders offers a wide perspective on the markets. He talks about the FOMO-driven rally led primarily by tech, which he perceives being a "wild card" moving forward. While Chris sees short-term bull trends holding, he expects bears to re-enter markets and send levels near April lows. ======== Schwab Network ======== …
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BNP Paribas upgraded Amazon (AMZN) and upped its price target for the Mag 7 giant. Jeff Pierce notes Amazon remains off its all-time high as the SPX hit its own milestone Friday. He sees the company's AWS cloud and ecommerce powerhouse benefitting it long-term, as long as tariffs don't hinder growth. Dan Deming later offers an example options trade…
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"Cybersecurity is going to continue to grow," says Alex Hamerstone. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and ZScaler (ZS) have seen tremendous growth over the last year, a trend Alex says will continue with larger companies looking to boost online security. However, he also notes downside risk these companies could face lon…
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JPMorgan Chase (JPM) and Bank of America (BAC) have recently outperformed the SPX, but Baird downgraded both stocks as the macro environment shifts. Canaccord downgraded and cut price targets on Uber Technologies (UBER) and Lyft Inc. (LYFT) as Tesla (TSLA) ramps up its showing in autonomous driving. However, Estée Lauder (EL) got an upgrade with a …
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After more than four months, the SPX tapped a new all-time high at the start of today's trading session. Alex Coffey talks about how Mag 7 names like Nvidia (NVDA) and Microsoft (MSFT) led the charge and how they can continue to do so. He also notes gold's biggest sell-off it has seen in some time, something Alex believes leads to a "screaming risk…
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Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the…
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The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print. ======== Sch…
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Jenny Horne and Adam Lynch dive into a busy week for the digital asset space. Stablecoin-related stocks Circle (CRCL) and Coinbase (COIN) continue to rally on increased adoption interest in the blockchain token-based payment system. Fiserv (FI) and Mastercard (MA) announced a partnership to explore stablecoin adoption. And, the duo discuss the Trum…
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Uber (UBER) shares notched a new all-time high this week, but Friday's downgrade from Canaccord takes the ride-hailing company to a hold rating down from a buy. The analyst cut its price target to $84 from $90 as it say the company's outcome "is truly unclear" as autonomous vehicles continue entering the market. Rick Ducat examines the chart, Tom W…
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Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but "not a huge surprise" to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from her…
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Nathaniel Bradley joins Diane King Hall to chat about cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD) and how these companies adapt to A.I. technology. Later, he discusses Zscaler (ZS) calling it a "value play" in the space expecting "upside potential" for investors looking to add in the cybersecurity space. Nathaniel stresses th…
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Equity futures are on the move as U.S. and China trade representatives confirm details of a trade deal. Nike (NKE) reveals a $1B tariff cost hit in its latest quarterly earnings report. And, Uber (UBER) gets a downgrade after shares reach a new all-time high. ======== Schwab Network ======== Empowering every investor and trader, every market day. S…
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Meta Platforms (META) has reportedly hired away several OpenAI employees to help kickstart its "Superintelligence" division under Mark Zuckerberg. Rachel Dashiell joins the show to discuss the technical setup for META, as shares have "bullish evidence stacking up" as it hovers below all-time highs. On a long-term support, she sees $705 as a level t…
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Morning Movers kicks off the day with Scott Bauer (@prospertradingacademy) and his thoughts on markets inching towards all-time highs, the Russell 2000 reconstitution and PCE data. All combined, he thinks it will be a "big trading day" and makes the case that it is a "perfect time" for buying upside VIX calls, with volatility still "too cheap" in h…
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The NDX tapped yet another new all-time high while the SPX came just points away from hitting its own new milestone. Chip stocks like Nvidia (NVDA) and Broadcom (AVGO) continued their rallies off Micron's (MU) latest earnings even though Micron itself fell on the session. Palantir (PLTR) also gained off a new deal with The Nuclear Company, while Co…
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Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.…
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Aerovironment (AVAV) soared after the FAA Acting Commissioner said the agency is working to safely integrate drones it and its peers create. As George Tsilis adds, geopolitical tensions and strong earnings backed the stock's rally. He also turns to breaking news on Nike's earnings report, which showed a beat but revenue that slipped year-over-year.…
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Continuing jobless claims showed another uptick, and Charles Schwab's Cooper Howard believes the FOMC should see it as a yellow flag. He notes possibility of an adjustment to the rate cutting cycle if that weakness continues. In treasuries, Cooper explains why the municipal bonds remain attractive to investors and other corners of the market you sh…
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The energy market is alight with rumors about a gigantic merger between Shell (SHEL) and BP (BP). Shell has denied that talks are happening. Rob Thummel covers the buzz and says that both companies are trading at “steep discounts” to historical levels right now. He discusses what would happen within the energy market should a deal go through but sa…
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The SPX couldn't breakout to new highs, as Kevin Green points to strong resistance around the milestone level. He still believes technicals remain "pretty decent" across the board, also noting a downtick in puts compared to calls. However, Kevin also urges investors to keep the VVIX to VIX ratio in mind, which shows weakness in the bull run. ======…
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Katie Hubbard says disparity between buyers and sellers in the housing market is the highest in 12 years: “There’s just not buyers.” She sees an average of 7% discounts on new houses, and larger homebuilders are buying down mortgage rates to as low as the 3%s. “It’s really an affordability issue…it’s twice as expensive to own a home as it is to ren…
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Travis Prentice calls the “beta rally from the lows” historic, but thinks its influence is starting to subside. He thinks styles and stock picking will start to matter more again to find strong performance. He thinks that AI is staying strong as innovation continues, moving from LLMs to robots and inference tasks, plus a continuing recovery from th…
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Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (C…
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Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.…
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Diya Iyer expects Nike (NKE) to report a sales decline this quarter as it attempts a “transformation,” and is watching the full year guidance. Spencer Hakimian focuses on inventory numbers, “especially with all the uncertainty around tariffs,” and “do they need to start marking down stuff.” Diya notes that the industry is raising prices because of …
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A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand,…
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Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita t…
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Once again, Palantir (PLTR) tapped a new all-time high after penning a new deal with The Nuclear Company. As Marley Kayden explains, they will create an A.I.-driven software system for nuclear construction in order to build plants faster and safer. It's the latest in a slew of deals Palantir has made, which Marley says strengthens its footing in A.…
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Likefolio’s Megan Brantley shares consumer sentiment data on Nike (NKE) ahead of its earnings report. She thinks Nike continues to lose market share to On Holding (ONON), Hoka, Adidas and others – a mix of established players and upstarts. However, she says they still have the largest piece of the pie. The bar is low for their quarterly numbers, bu…
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PJ Tabit and Tony Zipparro cover the latest Jobless Claims report. PJ describes it as “mixed,” but says the good news is there hasn’t been a surge in unemployment. Tony notes “a lot of negative revisions down” but thinks the job market is falling into a “Goldilocks scenario” that could “fall off a cliff in a month or two.” They talk about their exp…
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Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea’s Samsung and SK Hynix. ======== Schwab Network ======== Empowe…
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Today's trading action added confidence to Dan Deming's perception on the markets, noting widening market breadth as a healthy sign for price action. On individual stocks, he sees growth opportunities in Nextracker (NXT) amid volatility, Arista Networks (ANET) gaining momentum as the stock remains off highs, and Stryker (SYK) holding strength in he…
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