All right, at the top of the show, Aman Jabber said he was going to go into the White House to try to get an answer to a specific question. Apparently, he's gotten that answer. He's come back out to the camera and he joins us now.Aean, what do we learn. >> Yeah, Brian. So, this is the White House's reaction now to that suggestion by Steve Bannon. Remember, Steve Bannon is making the suggestion on Sean Spicer's podcast uh that Scott Besson should be both Treasury Secretary and Fed chair.the White House now s ...

Core Viewpoint - Analysts have upgraded Apple's stock to neutral and raised the price target by approximately $100, indicating that significant worst-case scenario risks have been mitigated [1] Risk Assessment - The two major risks that have been alleviated include tariffs and the Google antitrust case. Apple was particularly vulnerable to tariffs due to its role as a manufacturer and importer, but side deals have helped avoid the worst outcomes [2][3] - The Google antitrust case posed a risk to the payments Apple receives from Google, which account for 25% of its operating income. However, recent developments suggest that while these payments are deemed illegal, they will remain unaffected, thus removing a significant risk [3] Stock Valuation - Despite the upgrade from sell to neutral, analysts still consider Apple to be overvalued, trading at about 37 times earnings, which is a 24% premium to the S&P 500 and a 49% premium when excluding the MAG 7 [4][8] - The company is growing at a rate slower than the market, which raises concerns about sustaining its high valuation unless growth can be accelerated meaningfully [8][9] Innovation and Ecosystem - While Apple generates about half of its revenue from phones, the company has been recognized for its innovation, particularly in the app environment and the App Store, rather than in hardware alone [5][6] - The strength of the Apple ecosystem is highlighted as a key factor in customer loyalty, despite concerns about the company's slower growth compared to the market [7][10] Service Revenue Risks - A recent legal loss to Epic Games allows customers to process payments outside of the Apple ecosystem, which could impact the growth rate of Apple's services revenue, a crucial component of its business model [11][12]

All right, we're going to talk about comic books and anime and it's a big stock story as well. Webtune is a digital entertainment company that does a lot of things, but one of those things is making vertically integrated comic books that can be read on your phone. Webtune creates content and has content and a deal with Disney which soared the stock.In fact, Webtune just announced an expansion of that partnership this week. It popped their stock almost 40%. Web tune is building Disney a platform to house all ...

Core Insights - The Zacks Finance sector is currently ranked 1 out of 16 sectors, indicating strong performance in financial industries such as banks, exchanges, and insurance [1][2] - Incorporating ETFs, particularly the Direxion Daily Financial Bull 3X Shares ETF (FAS), can enhance portfolio returns while managing risk [1][4] Sector Performance - Stocks in the Zacks Finance sector are showing promising characteristics, including relative undervaluation with a PE (F1) of 11.66 compared to the iShares-SP500 at 19.80 and a PEG ratio of 1.54 versus 2.36 for the iShares-SP500 [2] - Projected EPS growth for the finance sector is 8.33%, which is higher than the 6.95% for the iShares-SP500, suggesting better growth potential [2] Investment Strategy - Investing in leading stocks within top industries can significantly improve stock-picking success, as historical studies indicate that the top 50% of Zacks Ranked Industries outperform the bottom 50% by more than 2 to 1 [2][3] - The FAS ETF is in a sustained uptrend, providing exposure to the finance sector and offering daily investment results that correspond to 300% of the performance of the Financial Select Sector TR index [4] Options Trading - Options trading offers flexibility and can be tailored to current market conditions, providing significant profit opportunities with limited risk [6][19] - A specific call option spread strategy involving the FAS ETF is presented, with a total cost of $1,555 per spread, allowing for potential returns even if the underlying stock decreases or remains flat [12][18] Risk Management - The sale of a call option in a spread trade provides downside protection and reduces the cost basis of the option purchase, thus lowering risk [15][16] - This strategy allows for maintaining positions during volatile markets, as the downside protection helps prevent forced selling during market pullbacks [17][18]

A new federal contract is driving this quantum stock higher.Shares of Rigetti Computing (RGTI 15.40%) are rising on Friday, up 15.4% as of 2:59 p.m. ET. The jump comes as the S&P 500 and the Nasdaq Composite gained 0.3% and 0.4%, respectively.The quantum computing stock continues to ride momentum from a federal contract win announced yesterday.Rigetti secures $5.8 million Air Force dealThe company announced that it has secured a $5.8 million, three-year contract from the Air Force Research Laboratory, focus ...

AGM Group Holdings Inc (NASDAQ: AGMH) stunned the market on Friday with a jaw-dropping 450% rally following a 6-K filing confirming the sale of its semiconductor subsidiary for $57.45 million. ...

Group 1 - GE Aerospace has reached a five-year labor agreement with over 600 striking workers from the United Auto Workers union at its distribution facilities in Ohio and Kentucky [1] - The agreement aims to resolve labor disputes and ensure operational stability for GE Aerospace [1] - This development is significant for the aerospace industry, as it highlights the ongoing labor negotiations and their impact on supply chain operations [1]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Today, we present another possible choice with less risk. The focus is on KKR & Co. Inc. (NYSE: KKR ) and its baby bonds: ( KKR S ) and (NYSE: KKRT ).Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within ...

I want to bring in our panel to discuss Apple after its iPhone 17 just released in stores. Joining us now for our conversation is William Kerwin, equity analyst at Morning Star and Ron Westfall, analysts in residence at Hyperframe Research. Guys, thank you so much for joining us today.All right. I want to start out with your thoughts, William, on the uh iPhone this round as a catalyst uh for the company and shares, especially because listen, on my way into work today, and I come in very early, I saw lines a ...

Core Insights - The individual has a B.Tech degree in Mechanical Engineering and nearly twenty-five years of experience in the oil and gas sector, primarily in the Middle East [1] - The investment strategy is informed by traits of efficiency, carefulness, and discipline developed through professional experience [1] - There is a sustained interest in U.S. equity markets, focusing on technology, energy, and healthcare sectors [1] - The investment approach has evolved from growth investing to a blend of value and growth, emphasizing the understanding of business economics and competitive advantages [1] - The individual believes in the importance of allowing time and compounding to enhance investment returns, particularly in high-quality businesses [1] - A moderately conservative orientation is adopted, with a focus on minimizing downside risk as retirement approaches [1] - Recent rebalancing towards income-generating assets such as dividend-paying equities and REITs reflects a shift in investment priorities [1] - Investing is viewed as a means to achieve peace of mind, not just high returns [1] - The individual aims to engage with a community of investors interested in the intersection of business fundamentals and intelligent investing [1] - There is a commitment to investing in ecologically sensitive businesses, indicating a focus on sustainable investment practices [1]