Schwab Network
4,326 episodes - English - Latest episode: 14 days ago - ★★★★★ - 23 ratingsSchwab 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 contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Inventory Shortages Continue To Affect The Automotive Stocks: F, GM, TSLA
August 09, 2021 16:18 - 7 minutes - 44.1 MBChipset and inventory shortages continue to affect the automotive industry says, Jessica Caldwell, Executive Director of Insights at Edmunds. She and Garrett Nelson, Senior Equity Analyst at CFRA Research, assess the automaker stocks. They talk about what pricing trends to monitor in auto sales and which automakers could outperform this year, as well as the outlook for electric vehicle sales. They specifically mention Ford (F), General Motors (GM), and Tesla (TSLA). Tune in to find out mor...
Reopening Stock In Focus: McDonald's (MCD) Hit All Time High On July 27th
August 09, 2021 16:14 - 6 minutes - 35.3 MBMcDonald’s stock is up more than 9% in 2021. R.J. Hottovy, Head of Analytical Research at Placer.ai, discusses McDonald’s stock. He talks about what foot traffic activity trends reveal for McDonald’s, as well as how McDonald’s compares to other restaurants. Tune in to find out more.
Performance Of Tech Sector During Earnings Season: FB, AAPL, AMZN
August 09, 2021 11:59 - 5 minutes - 31.9 MBChristopher Uhl, Founder and Head Trader at 10MinuteStockTrader.com, discusses the performance of the tech sector during earnings season. He talks about big tech stocks including FB, AAPL, AMZN, MSFT, and GOOGL, and the top risks for the tech sector. He then goes over to his stock picks which include SPY, MSFT, ADBE, AAPL, AMD, and NVDA. Finally, he mentions the impact of inflation on tech stocks. Tune in to find out more.
Procore (PCOR) CEO With A Company Overview: 1.6M+ Users
August 09, 2021 11:50 - 9 minutes - 58.3 MBProcore (PCOR) has 1.6M+ annual users across 125 countries. Tooey Courtemanche, Founder and CEO at Procore, discusses the outlook for the company. Procore is a construction management software as a service company which has 300+ app integrations. He also talks about Procore’s 2Q earnings report. Tune in to find out more.
Overlooked Stocks: SWCH, SYNA, FROG
August 09, 2021 11:47 - 12 minutes - 72.5 MBSwitch (SWCH) provides colocation, telecommunications, cloud service, and content ecosystems and is one of Mike Follett’s, Contributor at the TD Ameritrade Network, overlooked stocks. Switch’s 2Q organic revenue grew 9%. Next, Synaptics (SYNA) is a developer of human interface hardware and software and sees a 1Q revenue of $355M-$385M. Finally, JFrog (FROG) is a universal package repository, SecOps, CI/CD, and software distribution all in one platform whose 2Q revenue came in at $48.66M. T...
Stock Picks: CarMax (KMX), Restoration Hardware (RH)
August 06, 2021 21:05 - 6 minutes - 38.5 MBCarMax (KMX) is the largest used-car retailer in the U.S. The company has embarked upon tech initiatives to further transform the car buying experience, which should increase operational efficiencies. Brian Macauley's other stock pick is Restoration Hardware (RH) which is a leading luxury retailer in the home furnishings marketplace. The company is in early innings of a transformational change to its real estate and store design strategy.
Canopy Growth (CGC) And Cronos (CRON) Earnings
August 06, 2021 20:50 - 5 minutes - 34.5 MBThe cannabis industry is complicated because it remains illegal under federal law, says Matt Karnes of Greenwave Advisors. Canopy Growth (CGC) and Cronos (CRON) reported earnings today. He says the real winners will start to emerge in the industry. At some point the smaller players will run out of cash, he adds. He discusses the connection with Constellation Brands (STZ) and Canopy. Tune in for the full discussion.
Travel Stock Talk, Covid Concerns: ABNB, BKNG, TRIP, TCOM
August 06, 2021 20:45 - 6 minutes - 25.9 MBJames Hardiman, Managing Director of Equity Research/Leisure at Wedbush Securities, and Dan Wasiolek, Senior Equity Analyst at Morningstar, discuss takeaways from Expedia’s (EXP) earnings whose 2Q revenue came in at $2.11B versus and estimated $2.00B. They also talk about other travel stocks such as Airbnb (ABNB), Booking (BKNG), Trip Advisor (TRIP), and Trip.com (TCOM), and the impact of the delta variant on travel stocks. Tune in to find out more.
ETF Activity: $525B has flowed into ETFs in 2021
August 06, 2021 19:51 - 8 minutes - 34.8 MBMore than $525B has flowed into ETFs in 2021 versus a total $509B in 2020.Tom Lydon, President of ETF Trends, examines ETF activity in 2021 and trends in ETF investing. He also talks about which ETFs to consider to combat inflation, specifically mentioning Invesco DB Optimum Yield Commodity Strategy ETF (PDBC), which is up 30% in 2021, Ark ETF TR Innovation ETF (ARKK), and ETF Series Solutions Nationwide RSK ETF (NUSI). Tune in to find out more.
Tech Sector Performance During Earnings Season: GOOGL, ADBE, AMZN
August 06, 2021 19:49 - 6 minutes - 32.8 MBJason Ware, Partner and CIO of Albion Financial Group, discusses tech sector performance during earnings season. He then talks about his stock picks which include Alphabet (GOOGL), Adobe (ADBE), and Amazon (AMZN). He also mentions expectations for tech stocks. Tune in to find out more.
Overlooked Stocks: CVNA, ZNGA, DBX
August 06, 2021 19:47 - 11 minutes - 183 MBCarvana (CVNA) has reported a 2Q total gross profit of $552M, and is one of George Tsilis’ overlooked stocks. Another overlooked stock is Zynga Inc. (ZNGA) which is to buy StarLark for $525M in cash. The final overlooked stock is Dropbox (DBX) which reports 13% sales growth Y/Y in 2Q. Tune in to find out more.
Examining Cannabis Stocks Earnings: CGC, CRON, MSOS
August 06, 2021 19:45 - 7 minutes - 40.3 MBAlan Brochstein, Managing Partner at New Cannabis Ventures and Principal at 420 Investor, examines cannabis stocks. He discusses what investors have learned from Canopy Growth’s (CGC) earnings. He talks about Cronos’ (CRON) 2Q revenue which came in at $15.60M versus an estimated $18.08M. He also mentions AdvisorShares Trust Pure US Cannabis ETF (MSOS). Tune in to find out more.
DigitalOcean (DOCN) Company Overview: Revenue Up 35% Y/Y
August 06, 2021 12:40 - 7 minutes - 45.6 MBDigitalOcean (DOCN) provides developers cloud services that help deploy scale applications that run simultaneously on multiple computers. Yancey Spruill, CEO of DigitalOcean, gives an overview of the company’s earnings. Its 2Q revenue came in at $103.80M versus an estimated $98.24M and its 2Q net dollar retention rate increased to 113%. Tune in to find out more.
CEO On American Superconductor's (AMSC) Earnings Report
August 05, 2021 18:50 - 5 minutes - 26.8 MBAmerican Superconductor’s (AMSC) revenue for 1Q earnings came in at $25.40M. Daniel McGahn, President, CEO, and Chairman of AMSC, discusses what investors learned from the latest American Superconductor earnings report. He mentions how AMSC won $21M in new energy power system orders for the Navy. He then talks about what’s next for AMSC. Tune in to find out more.
Inside Out: Gaming Stocks (TTWO) & (EA)
August 05, 2021 17:34 - 3 minutes - 11.4 MBAccording to Morningstar, Take-Two Interactive’s (TTWO) results are driven by the core titles of NBA 2k20, Red Dead Redemption 2, Borderlands 3, and Grand Theft Auto V. Neil Macker, Senior Equity Analyst at Morningstar discusses gaming stocks. He looks at Take-Two Interactive whose earnings were released Monday, August 2nd, and Electronic Arts (EA) whose earnings were released on August 4th. Tune in to find out more.
AstraZeneca (AZN) EVP On Releasing 1B Covid-19 Vaccine Doses
August 05, 2021 17:14 - 12 minutes - 72.2 MBAstraZeneca has pumped out 1 billion covid vaccines already. What else is coming down the pike? AstraZeneca EVP, Ruud Dobber, lays out the future of the Covid-19 vaccine business and what comes next for AZN: “Shareholders can expect double-digit growth in the next 4-5 years."
VP & CFO Of General Motors (GM) Talks Earnings & E.V.'s
August 05, 2021 17:10 - 9 minutes - 55.8 MBGeneral Motors’ (GM) earnings report was released yesterday. Paul Jacobson, Executive Vice President and Chief Financial Officer at General Motors, discusses the earnings report, as its revenue came in at $34.2B as opposed to an estimated $29.00B. He also talks about General Motors’ electric vehicle strategy, as well as its U.S. market share. Tune in to find out more.
Bullish Stock Picks & The Airline Sector
August 05, 2021 12:00 - 5 minutes - 26.4 MBZoom Video Communications (ZM), Peloton (PTON), and Home Depot (HD) are Melissa Armo's bullish consumer discretionary stock picks. She also discusses how airline stocks may be affected with new Covid-19 cases and vaccination requirements. Tune in to hear her perspective.
908 Devices (MASS) CEO Breaks Down 2Q Earnings
August 05, 2021 11:53 - 6 minutes - 113 MB908 Devices CEO Kevin Knopp reviews the company's second quarter earnings, which exceeded forecasts on both top and bottom line. They also raised FY21 sales guidance ahead of initial forecasts, as handheld, desktop devices drove revenue this quarter.
Coursera (COUR) CFO On Earnings & Company Growth
August 04, 2021 19:34 - 5 minutes - 25.8 MBCoursera (COUR) is a platform connecting learners, educators, and institutions, providing educational content. Ken Hahn, Chief Financial Officer at Coursera, discusses Coursera’s earnings as they were released August 3rd. Coursera’s 2Q revenue is $102.10M and has 87M total registered learners. Tune in to find out more.
Today's Market Activity, Stay-At-Home-Stocks, Crude Oil (/CL) Lower
August 04, 2021 19:31 - 6 minutes - 32.1 MBChoppiness could remain until the all-important Payrolls number comes out on Friday, says Jill Malandrino, Global Markets Report at NASDAQ. She examines today’s market activity, as well as discusses how the Covid-19 delta variant concerns impacts the markets. She also talks about work-from-home stocks are seeing a bid today, specifically mentioning DocuSign (DOCU), Chewy (CHWY), Peloton (PTON), and Zoom Video (ZM). She then mentions what’s driving crude oil (/CL) prices lower. Tune in to f...
Remaining Bullish & Stocks To Watch: SIMO, RMNI
August 04, 2021 19:28 - 7 minutes - 129 MBPotential correction catalysts include tax policies, bond tapering, interest rate hikes, Covid, or cyber-attacks, says Tony Zabiegala, Chief Operations Officer and Senior Wealth Advisor at Strategic Wealth Partners. He discusses reasons to remain bullish on the markets. He also talks about his stocks to watch which include Silicon Motion (SIMO), which hit all-time highs today, and Rimini Street (RMNI) whose stock is up 90% in 2021. Tune in to find out more.
Lyft (LYFT) & Uber (UBER) Earnings Overview
August 04, 2021 16:27 - 6 minutes - 30.7 MBAccording to Wedbush, Lyft Inc. (LYFT) reported better than expected in 2Q21 and reached Earnings Before Interest, Taxes, Depreciation, and Amortization (EBIDTA) profitability for the first time. Ygal Arounian, VP of Equity Research at Wedbush Securities discusses Lyft and Uber Technologies’ (UBER) earnings. Wedbush has an outperform rating on Uber. Tune in to find out more.
Assessing The Recent Tech Resurgence
August 04, 2021 16:24 - 7 minutes - 43.6 MBIf inflation is resurgent, it hurts the valuation of higher growth tech names, says Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group. He discusses indices such as the S&P 500, Russell 2000, NASDAQ-100, and Dow Jones. He talks about how futures are lower following Tuesday’s gains and assesses the recent tech resurgence. He also mentions his stock picks which include Allstate (ALL), Lockheed Martin (LMT), CoreSite Realty (CORE), and Taiwan Semiconductor ...
Auto Industry Performance: Electric Vehicles
August 04, 2021 16:21 - 6 minutes - 40.8 MBHoward Yu, Lego Professor of Management and Innovation at IMD Business School, discusses performance in the auto industry. He focuses on global electric vehicle demand growth, specifically mentioning stocks such as Tesla (TSLA), General Motors (GM), Nio Inc. (NIO), Nikola (NKLA), and Workhorse (WKHS). He also forecasts demand for autos in 2021. Tune in to find out more.
Tips For Staying Invested Long-Term
August 04, 2021 11:59 - 5 minutes - 93.3 MBOne key to staying invested long-term is to define your strategy and stay with it, says Reid Abedeen, Managing Partner at Safeguard Investment Advisory Group. He discusses challenges for the long-term investors to consider, as well as the long-term impact of fees. Tune in to find out more.
Overlooked Stocks: DLB, GSKY
August 03, 2021 20:57 - 9 minutes - 161 MBDolby Laboratories (DLB) specializes in audio noise reduction and audio encoding/compression and is one of George Tsilis’ overlooked stocks. Barrington has upgraded Dolby laboratories to outperform with $115 price target. He also talks about GreenSky (GSKY) whose shares are up over 9% today. Tune in to find out more about these overlooked stocks.
Hippo (HIPO) CEO, Co-Founder Discusses Company's Trading Debut
August 03, 2021 19:57 - 3 minutes - 15.4 MBHippo Insurance CEO and Co-Founder Assaf Wand joins The Watchlist to discuss Hippo's public debut via SPAC merger. Wand discusses how the company harnesses real-time data, smart home technology, and a growing suite of home services to create the first integrated home protection platform. Insurance products are now available to ore than 80% of U.S. homeowners in 37 states.
Pegasystems (PEGA) Overview
August 03, 2021 19:55 - 6 minutes - 32 MBPegasystems (PEGA) provides solutions for customer engagement and business process automation. Ken Stillwell, COO & CFO of Pegasystems, discusses Pegasystems 2Q earnings as its EPS came in at $0.23 and $325.70M in revenue. Pegasystems has more than 250 global partners and it hit an all-time high on February 22nd. He also talks about what’s next for Pegasystems. Tune in to find out more.
Market Performance, Real Estate, & Eurozone Activity: XLRE, SPLV, EZU
August 03, 2021 19:09 - 5 minutes - 29.2 MBIn the near term, I think we see a bounce in the reflation trade as we near the peak of the delta variant in the U.S., says Eddie Ghabour, Managing Partner at Key Advisors Group. He discusses a possible slowdown in the economy coming later this year, finding value in the real estate sector, and what investors should look for in Eurozone activity. He also talks about what to look for in the July employment report, as well as ETFs including XLRE, SPLV, and EZU. Tune in to find out more.
Under Armour (UAA) Earnings - Revenue up 91% Y/Y
August 03, 2021 16:43 - 6 minutes - 39.5 MBUnder Armour (UAA) reported earnings today. It was a strong Q2 due to improved product offerings, marketing investments, supply chain improvements, and aggressive DTC strategy, says Amanda Lai of McMillanDoolittle. She points out China is one of its biggest opportunities with strong pricing. She discusses their shoe business and the footwear competition. She says the overall outlook for athletic and footwear retailers remains positive. She weighs in on Lululemon Athletica (LULU).
Electronic Arts (EA) And State Of The Mobile Gaming Space
August 03, 2021 16:41 - 3 minutes - 66.4 MBMobile gaming revenue in 2Q21 grew 5% in the U.S. and 10% worldwide Y/Y, says Anthony Bartolacci of Sensor Tower. U.S. gamers spent almost $6.5B on mobile gaming last quarter, with worldwide spend over $22B, he adds. He discusses Electronic Arts (EA) and its Gold Clash deal.
Stocks To Watch: MSFT, CAT, ROKU, KO
August 03, 2021 14:29 - 5 minutes - 34.3 MBDespite shares of the tech giant Microsoft (MSFT) having fallen from recent record highs made at the end of July 2021, Aquiles Larrea sees a buying opportunity. His firm Larrea Wealth Management believes MSFT has potential to see double-digit growth within the next 12-18 months. Larrea also has his eye on Caterpillar (CAT), Roku Inc. (ROKU) and Coca-Cola (KO).
A Bullish Take On Tesla (TSLA)
August 03, 2021 14:26 - 10 minutes - 65.2 MBTesla (TSLA) is no doubt a popular stock to talk about, but does its volatility make it actually investible or is the stock only tradable? David Williams says its both. He sees plenty of further growth potential out of TSLA in the long term while its shorter-term price swings will continue to draw in day traders. Williams adds the stock is in a good position after having rallied nearly ten percent over the past five trading days.
Bitcoin Price Action (/BTC) & S&P 500
August 03, 2021 14:21 - 11 minutes - 48.4 MBVolatility has faded but the overall trend is still one in which bears are more fully in control, says Michael Purves, CEO of Tallbacken Capital Advisors. He discusses futures trending higher following Monday’s declines. He talks about monitoring recent price action in Bitcoin (/BTC), as well as the year end target for the S&P 500. Tune in to find out more.
Understanding The "Why" Before You Buy
August 02, 2021 22:11 - 5 minutes - 27.7 MBFor investing, set long-term assets with a mix of equities, bonds and cash based on risk tolerance, says Lou Mercer, Regional Investment Strategist at Charles Schwab & Co. He discusses understanding the “why” before you buy. He also talks about what to ask yourself before buying stock. Tune in to find out more.
Rover Group (ROVR) CEO On Going Public
August 02, 2021 22:08 - 8 minutes - 52.4 MBRover Group (ROVR) is an online marketplace for pet sitters and dog walkers. It recently went public via SPAC merger with Nebula Caravel Acquisition Corp. Rover Group services over 500,000 pet care providers across North America and Europe. Aaron Easterly, CEO and Co-Founder of Rover Group, Inc., joins Oliver Renick to discuss the Rover Group merger and discuss what’s next for the company. Tune in to find out more.
Stock Picks: AMZN, AMAT, MSI
August 02, 2021 22:06 - 6 minutes - 37.4 MBJoseph Chin, Investment Principal at Cambiar Investors, discusses stock picks that thread the needle of quality and value. His stock picks that meet these requirements include Amazon (AMZN), Applied Materials (AMAT), and Motorola Solutions (MSI). Tune in to find out more.
How The Fed Is Affecting The Markets, Stagflation, & Tech Stocks
August 02, 2021 22:03 - 7 minutes - 125 MBPhil Streible, Chief Market Strategist at Blue Line Futures, discusses how the Fed is affect the markets. He talks about how bonds and the Russell continue to show weakness, as well as the effect of stagflation on the markets. He also mentions when tech’s bull run could end, specifically FAANG stocks. Tune in to find out more.
How The Pandemic Continues Impacting Small/Mid-Sized Businesses
August 02, 2021 22:01 - 5 minutes - 27.7 MBAlex Donnelly reviews C2FO's Working Capital Survey findings, highlighting that the biggest challenges seen were economic instability and uncertainty about customer challenges. An average of 87% of respondents said they have enough liquidity for the next 6 months, even as liquidity costs rise. Additionally, 37% of respondents said late payments from customers increased in 2020.
CEO Of CCC Intelligent Solutions (CCCS) On Going Public
August 02, 2021 20:11 - 4 minutes - 19.1 MBCCC Intelligent Solutions (CCCS) is a SAAS platform for the multi-trillion-dollar P&C insurance economy powering operations for insurers, repairers, automakers, part suppliers, lenders, and more. It also went public via SPAC merger with Dragoneer Investment Group. Brian Herb, CFO of CCC Intelligent Solutions joins Nicole Petallides to discuss growth opportunities in software-as-a-service (SAAS) what to know about CCC Intelligent Solutions. Tune in to find out more.
Retailers To Watch This Week: UAA, RL, LULU, ADDYY
August 02, 2021 19:43 - 7 minutes - 129 MBUnder Armour’s (UAA) earnings will be released tomorrow. Jan Roger Kniffen, CEO of J Rogers Kniffen WWE, and Steve Brooks, CEO and Founder of The Pop Up Retail Expert, discuss which retailers to watch this week. They talk about Under Armour, as well as Ralph Lauran (RL) whose earnings will also be released tomorrow. They also mention athleticwear stocks such as Lululemon (LULU) and Adidas (ADDYY). Tune in to find out more.
Strength in Financial, Healthcare, and Consumer Discretionary Sectors
August 02, 2021 16:00 - 7 minutes - 41.2 MBWe are overweight U.S. versus international equities, says Rebecca Felton of Riverfront Investment Group. We are neutral/slightly overweight the tech industry, and overweight industrials, with the emphasis on infrastructure plays. They are looking at financials and medical device sectors. She discusses fiscal policy and potential change in tax policy.
Hotel Stocks: MAR, H, HLT
August 02, 2021 15:55 - 5 minutes - 31 MBChad Beynon, Managing Director of Gaming, Lodging & Theaters at Macquarie Group, examines the hotel space. He discusses hotel coverages from Macquarie which include Marriott (MAR), Hyatt (H), and Hilton (HLT). Macquarie has a $120 price target on Hilton and a neutral rating on Marriott. Tune in to find out more.
The Restaurant Industry: MCD, SBUX, PZZA, CHUY
July 30, 2021 22:20 - 7 minutes - 49.5 MBDebbie Bloyd, CEO of DLB Financial Services, discusses expectations for the restaurant industry. She talks about the state of the restaurant industry, as well as her stock pick which include MCD, SBUX, PZZA, and CHUY. Tune in to find out more.
Covid-19 Market Affects & Stocks: MRNA, PFE, AZN
July 30, 2021 21:29 - 5 minutes - 23 MBJim Lowell, CIO of Adviser Investment, discusses finding opportunities in today’s markets. He mentions his investment likes, as well as the Select Sector SPDR Trust SBI Healthcare ETF (XLV). He talks about Covid-19 vaccine stocks such as Moderna (MRNA), Pfizer (PFE), and AstraZeneca (AZN) in addition to how the delta variant could impact the markets. Finally, he explores which areas of the markets are most affected by Covid-related concerns. Tune in to find out more.
Cyxtera Technologies (CYXT) CEO On Going Public
July 30, 2021 20:52 - 8 minutes - 39.4 MBCyxtera Technologies (CYXT) is the third-largest provider of retail data center services in the world and it went public via SPAC merger. Cyxtera Technologies SPAC merger is valued at $3 billion and it completed a business combination with Starboard Value Acquisition Corp. Nelson Fonseca, President and Chief Executive Officer of Cyxtera Technologies, Inc. joins Oliver Renick to discuss the Cyxtera Technologies merger and what’s next for the company. Tune in to find out more.
Markets Trading Lower & The Reflation Trade
July 30, 2021 20:35 - 6 minutes - 27.6 MBWe are observing a clear turnaround in investor risk appetite, says Mo Haghbin, Chief Commercial Officer and COO of Invesco Investment Solutions. He discusses the markets trading lower to end the month, as well as Amazon (AMZN) is down over 7% Friday after a revenue miss. He also talks about investor trends, saying portfolios are positioned to grow versus cheap stocks and that tech is overweight and banks and energy are underweight. He then mentions that it’s too early to abandon the refla...
Digital Retailer & Social Media Stock Drop: FB, PINS, SNAP
July 30, 2021 20:32 - 6 minutes - 99.1 MBDigital retailer stocks have fallen after Amazon (AMZN) earnings were released. Dan Sheridan, Founder and CEO of Sheridan Options Mentoring, discusses this, as well as social media stocks falling. The stocks that are falling consist of Facebook (FB), Pinterest (PINS), Snap Inc. (SNAP), and Twitter (TWTR). He also mentions some of his example trades such as Amazon, KLA Corp. (KLAC), and Facebook. Tune in to find out more.
Big Tech Stock Talk: FAANG
July 30, 2021 20:27 - 7 minutes - 119 MBAmazon (AMZN) sees 3Q sales being between $106B-$112B. Hatem Dhiab, Managing Partner at Gerber Kawasaki Wealth & Investment Management, and Ivan Feinseth, Chief Investment Officer of Tigress Financial Partners, discuss takeaways from this week’s big-tech earnings. They talk about the rise in big-tech revenue, specifically mentioning Facebook (FB), Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). Finally, they explore which “FAANG” names could outperform this year. Tune ...