Nicole Petallides

Lead Anchor @SchwabNetwork FOXBusiness,Bloomberg,CNBC,DowJones @AmericanU NCAA Div. I Women’s Soccer Disc:

[Nicole Petallides @NPetallides]

#Sneakpeek #Wednesday I Spent part of the day shooting NEW commercials!! So to give YOU a peek I took a little on the phone ! 📸 @NYSE @TDANetwork @LaPetiteRobeMi

[Schwab Network @SchwabNetwork]

.@thereal_agg doesn't see fatigue hitting the AI space.

He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors.

Andrew expects $GOOGL to be the strongest of the hyperscaler group due to its full exposure to the AI stack.

As for the AI chipmakers, his number one pick is $AVGO due to its "overlooked" nature and custom silicon capabilities.

He also talks about token pricing effects from a tentative cooldown.

For more market news, tune in at: https://t.co/RCNFioc5Zt

[Schwab Network @SchwabNetwork]

.@TomWhite_S highlights three outsized options trades in some of Wall Street's biggest tech stocks to close the trading week.

He walks investors through the Big Moves he sees in $NVDA, $SPCX and $INTC.

For more: https://t.co/E5Ce2hxddC

[Schwab Network @SchwabNetwork]

$CRCL shares jumped after the stablecoin issuer received approval to operate as a trust bank.

@DianeKingHall breaks down the details and what it could mean for retail investors.

For more: https://t.co/E5Ce2hxL3a

[Schwab Network @SchwabNetwork]

👀 @RickDucat takes a look at a few outsized options trades surrounding $ORCL, $XOM and $NSC.

Here’s what to know about each.

For more: https://t.co/kaULDQw05V

[Schwab Network @SchwabNetwork]

.@NPetallides breaks down $PEP's mixed quarterly results, with CFO Steve Schmitt saying that its North America business was "softer than we anticipated in the second quarter."

For more market news, tune in at: https://t.co/oPbfGfJm0p

[Nicole Petallides @NPetallides]

NVIDIA ..

[Schwab Network @SchwabNetwork]

$NVDA has lost roughly $1 trillion in market value in less than two months. @NPetallides explains how investors are moving into other semiconductor names.

For more market news, tune in at: https://t.co/zjoM6OOvGD

[Schwab Network @SchwabNetwork]

Dave Alison, president of wealth management at Prosperity Capital Advisors, still sees $GOOGL as a "buy," calling it a "great company" and pointing to its AI and cloud growth as factors.

He also shares what investors should be watching when it comes to Alphabet going forward with @NPetallides.

For more market news, tune in at: https://t.co/okIRih9kn2

[Schwab Network @SchwabNetwork]

.@NPetallides and @DianeKingHall break down the June meeting minutes, which showed a divided committee at Kevin Warsh's first meeting as chair.

“Participants generally assessed that information received over the intermeeting period suggested that upside risks to price stability remained elevated while downside risks to achieving maximum employment had moderated a bit,” the minutes said.

For more market news, tune in at: https://t.co/okIRih9kn2

[Schwab Network @SchwabNetwork]

👀 @TomWhite_S takes a look at a few outsized options trades surrounding $BABA, $AVGO and $PEP.

Here’s what to know about each.

For more: https://t.co/pXlgaxhvlF

[Schwab Network @SchwabNetwork]

Meta Platforms (META) is reportedly planning to begin manufacturing its in-house AI chip in September.

@J_B_Horne also notes that BofA added $META to its "U.S. 1 List."

For more market news, tune in at: https://t.co/oPbfGfJm0p

[Schwab Network @SchwabNetwork]

.@DiMartinoBooth explains her key takeaways from the latest FOMC meeting minutes and why Fed Chair Kevin Warsh is “say[ing] less.”

She also discusses inflation and the state of the consumer.

For more: https://t.co/kaULDQw05V

[Nicole Petallides @NPetallides]

Crypto report for You ! Watch ..

[Schwab Network @SchwabNetwork]

.@HorusHughes of @Cointelegraph remains bullish on bitcoin as he examines its recent performance with @NPetallides.

"Bitcoin trades at a discounted value. There's just not been an appetite for it because traders are electing to ride the fastest horses in AI and also all the IPOs that are happening," he says.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Schwab Network @SchwabNetwork]

$NVDA has lost roughly $1 trillion in market value in less than two months. @NPetallides explains how investors are moving into other semiconductor names.

For more market news, tune in at: https://t.co/zjoM6OOvGD

[Nicole Petallides @NPetallides]

Samsung … please Watch

[Schwab Network @SchwabNetwork]

The memory trade is under pressure after Samsung's earnings disappointed investors who were expecting even more.

@NPetallides breaks down why stocks like $MU and $SNDK are moving lower and what the selloff says about investor expectations for AI.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Schwab Network @SchwabNetwork]

The memory trade is under pressure after Samsung's earnings disappointed investors who were expecting even more.

@NPetallides breaks down why stocks like $MU and $SNDK are moving lower and what the selloff says about investor expectations for AI.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Schwab Network @SchwabNetwork]

.@StevenDickens3 speaks on how $IBM is positioning itself within the AI space and the semiconductor and research innovations taking place.

He also shares how the company is addressing data center constraints and the hybrid cloud gap with @NPetallides.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Schwab Network @SchwabNetwork]

.@HorusHughes of @Cointelegraph remains bullish on bitcoin as he examines its recent performance with @NPetallides.

"Bitcoin trades at a discounted value. There's just not been an appetite for it because traders are electing to ride the fastest horses in AI and also all the IPOs that are happening," he says.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Schwab Network @SchwabNetwork]

.@NPetallides provides a market update, including a rotation out of AI and Erste Group upgrading $META from a "hold" rating to a "buy" rating.

For more market news, tune in at: https://t.co/WXv52O6E7k

[Schwab Network @SchwabNetwork]

Rob Thummel, Tortoise Capital senior portfolio manager, tells @NPetallides that the energy and technology sectors are intertwined.

He sees energy moving higher and discusses broader electricity demand from AI.

For AI infrastructure, he takes a deep dive into $TCAI.

For more market news, tune in at: https://t.co/08AjXyc2gG

[Nicole Petallides @NPetallides]

@danielnewmanUV @danielnewmanUV good morning early bird ! Nice hit on TV just now !!!! Chat soon :)