🔹 $NVDA denies receiving subpoena from DOJ 🔹 $AI falls after subscription revenue miss 🔹 $HPE lower despite earnings beat ☀️ Tom White gets Thursday started with the #MorningMinute:

Checking-in on prices at the pump ⛽️ AAA Northeast's Robert Sinclair Jr. details the outlook for gas prices, as crude oil #CL_F slips back below the $70 level with Ben Lichtenstein: x.com/i/broadcasts/1…

My POV re: the state of the US Consumer Aug 2024 1. Consumers see the light at the end of the tunnel - Discretionary income was +0.1% in July - Personal consumption expenditure +0.5% in July - Consumer sentiment was slightly higher in August 2. Biz travel in 2024 is expected

Today on #Trading360! 🚨 ⏰ 𝟭𝟭:𝟯𝟬𝗮𝗺 𝗘𝗧 ➡️ $TLRY Chairman & CEO Irwin D. Simon discusses the regulatory road ahead for cannabis ⏰ 𝟭𝟭:𝟰𝟬𝗮𝗺 𝗘𝗧 ➡️ $AI CEO Tom Siebel on the company's earnings, and what's next in A.I. Watch Live! ⤵️ Nicole Petallides

Broadcom reports earnings this afternoon, and Angelo Zino is expecting big things for the semiconductor developer 💥 🔀 Zino sets the table for the Q3 call and how it impacts $AAPL & $DELL, then Tom White trades both $AVGO & $NVDA using options:

InterDigital $IDCC has been an underrated winner in the telecom space this year, with shares rallying more than 26% YTD 📈 📞 InterDigital (IDCC) CEO Liren Chen outlines the company’s business model and provides some background on its $GOOGL & $AAPL partnerships with Oliver Renick:

$IDCC is basically big tech's brain trust, holds thousands of patents $AAPL and others pay for -- stock up 100% past 3 years

$BTC chart looking more and more like fulfilling the bearish divergence/wyckoff distribution I've pointed to all year that can precede massive unwind

“That is not an opportunity I’m running away from.” 🌿 Tilray Brands Chairman & CEO Irwin D. Simon discusses the opportunities that exist in both cannabis and alcoholic beverages, and how $TLRY's strategy is evolving around both spaces with Nicole Petallides:

🎙️ “We’re extraordinarily well-positioned to build a cash positive, profitable, rapidly growing, market leading enterprise A.I. company.” C3 AI CEO Tom Siebel speaks to the competitive landscape and “clear” path to profitability for $AI with Nicole Petallides:

“We’re going to see if Elon can pull a rabbit out of his hat in a few weeks.” 🚘 Steve Westly discusses Tesla’s plans to accelerate full-self driving and outlines the challenges currently facing the company with Nicole Petallides:

$F, $SBUX, $MBLY 👉 Bullish, bullish, bullish 📈 Tom White breaks down today’s flows of unusual options activity with Nicole Petallides: x.com/i/broadcasts/1…

Keeping an eye out for 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝐒𝐮𝐫𝐩𝐫𝐢𝐬𝐞𝐬 in the market 🍂 Jeffrey Kleintop breaks down the dichotomy between U.S. & international stock performance in September, and what to watch for when the BOJ meets later this month with Nicole Petallides:

Despite an earnings beat, $AI shares have fallen to their 52-week low 📉 Initial expectations were blown out of proportion and they need to be realigned, says Jeff KAGAN Industry Analyst, Columnist, Influencer, as he & David Nicholson review the Q1 report and the company’s future in A.I. with Nicole Petallides:

With a rate cut cycle set to begin, ProShares’ Kieran Kirwan says now is the time to find value in small caps. Kirwan lays out the bull case for small caps, even in times of recession, and details the exposure in ProShares’ $ITWO ETF with Oliver Renick:

Market on Close: ▪️ Next week's presidential debate ▪️ Taxes and tariffs ▪️ Fed rate cut outlook Kathy Jones and Michael Townsend join Oliver Renick on Schwab Network's Big Picture segment. Affiliation Disclosure: bit.ly/affiliationdis… x.com/i/broadcasts/1…

Highlighting thematic ETF trends in equities 📊 Cinthia Murphy walks Oliver Renick through a few ways investors can diversify away from growth, and into quality and value names. She also discusses why the options-driven strategies have recently caught fire. $DUSA

Always learn something when I talk to Oliver Renick. We cover a lot today. Thanks for the opportunity Schwab Network VettaFi

basically, I think bonds rally tomorrow on anything less than 175k