Join Neža Molk in this episode of 'Stock Analysis' as she takes an in-depth look at Nike's business model, growth potential, and market positioning. Discover how Nike has maintained its dominance in the global athletic apparel and footwear industry, its strategies for continued innovation, and what makes it a strong contender in the competitive landscape. 🔔 Subscribe for more insights Stock Break is your opportunity to dive into public companies as we break down their business activity, fundamentals, and potential value. Whether you're a seasoned investor or just curious about the world of stocks, this video will provide you with valuable insights into one of the most talked-about companies in the world. Hosted by Neža Molk. 🎙️ #stockanalysis #nike #investing #marketinsights #etoro

In this episode of Conversations with Leaders, Sam interviews Yaky Yanay, the CEO of Pluri.

In this episode, the hosts discuss the Jackson Hole Symposium, Domino's Pizza and the rise of Gold prices.

On today's Daily Voice, Sam talks about ConocoPhillips and there acquisition of Marathon Oil and why Costco's earnings are important for the broader market.

Neža Molk & Sam North talk about Costco, CVS Health Group and discuss whether stock splits are positive, negative or somewhere in between.

As Australia report their latest CPI number, we talk about the importance of Inflation figures on rate expectations around the globe and discuss the importance of Abercrombie's earnings after their very impressive run.

The 3 key market drivers this week include the start of summer driving, grilling, and cooling season. The latest US stock market step toward 24/7 trading. And the latest transatlantic inflation numbers as rate cuts loom.

Markets face a air pocket until Q2 earnings and Fed rate cuts with political and seasonality risks, but catalysts from ECB rate cut and China reforms and cash-on-sidelines supports. And we look at the looming South Africa, Mexico, and India elections that should support the EM rally.

Join Sam North, Bogdan Maioreanu, Jean-Paul van Oudheusden, Javier Molina & Mati Alon as they discuss Nvidia's Q1 Earnings LIVE as it happened.

Join Sam North as he discuss Nvidia's chart after they rose past $1000 a share for the first time in their history.

We see glimmers of hope for sugar and palladium prices that have fallen 30% and sat out the broadening commodity rally. And we preview todays global macro health-check flash PMIs and the SEC's spot Ethereum ETF decision.

Yoni Assia shares his experience at the Milken Conference, one of the biggest events in the world of finance.

SEC to decide on long-shot approval of Ethereum ETF that is big catalyst for world's youngest and smallest asset class in largest investment market, but even pathway to eventual approval is enough. Plus today's NVIDIA earnings and FOMC minutes key for the two bull market pillars.

Welcome back to another episode of Stock Break with Josh Gilbert! In this episode, we dive into the story of Mastercard.

In this episode, we're joined by Christopher Joye, Chief Investment Officer at Coolabah Capital. We will delve into what it takes to manage a $10 billion dollar fund, the future of interest rates and their impact on equities here in Australia and overseas.

The AI giant's earnings have become a macro event in its significance. Another beat-and-raise is expected but a miss is ultimately inevitable and not terminal. We also recap a positive JP Morgan investor day, forecasting more income and buybacks.

The focus this week will be on semiconductor giant NVDIA's results quadrupling, an unlikely Ethereum ETF approval by the SEC, and peak AGM season with JP Morgan's meeting and investor day.

The latest 13F 'whale' investor holdings are a fertile ground for new ideas and show rotation away from big tech to small caps, insurers, and China. But retail investors new picks are doing dramatically better. We also look ahead to semiconductor superpower Taiwan's new President.

Weaker oil prices are hiding a broadening commodities catch up rally, from Dr Copper to natgas and wheat as the global economic outlook improves, Whilst commodities, emerging markets and US tech stocks are the winners from a starting US dollar reversal.

Take a deep dive into Megaport, an ASX-listed stock that has been performing remarkably well, even keeping pace with industry giant Nvidia over the past year. Join us as we examine Megaport's performance and future outlook.

In this conversation, Sam, Josh, and Neža discuss the BHP Takeover Bids, AI Developments & Meme Stocks

Our meme stock index and latest platform data both suggest caution on this latest rebound. And why US inflation is the most important number in markets and we see grounds for optimism in today's report.

US stocks are nearing all-time-high again, but now with lower and contrarian more supportive levels of investor sentiment. Whilst the latest meme stock rally, from AMC to GME, should be treated cautiously.

The 3 keys his week are 1) the most important number in markets, US inflation. 2) The resilient US consumer with the retail sales report and 'big retail' earnings from WMT to HD. 3) China's rally with BABA to BIDU results and monthly macro data dump.

On today's Daily Voice, Sam reviews the range bound price action of equity markets as we wait for Jerome Powell's comments from the Jackson Hole Symposium and explains why Oil traders might want to pay close attention to the chart in the coming days.

The shipping industry moves 90% of global trade and its rising container and bulk freight rates a real-time barometer of the manufacturing and trade cycle recovery, that could benefit everyone from Maersk to ZIM. We also think BBVA's European banking bid for Sabadell sends a number of positive messages.

Join Sam North as he discuss Shopify’s chart after they suffered their worst trading day of all time following weaker forward guidance.

The big summer of sports, from the Olympics to Euro 2024 football, is a potential catalyst to end the post-pandemic performance hangover for our basket of the world’s largest sports stocks. Whilst UK interest rate cut expectations have been driving a long-awaited FTSE 100 catch up rally.

In this conversation, Sam, Josh, and Neža discuss Woolworths, Starbucks and Berkshire Hathaway's annual meeting

Europe's carbon price 'perfect storm' has started to ease, and it may be a ‘free option’ to an ECB rate-cut driven GDP recovery and long-term regulatory market squeeze. We preview smartphone chip giant ARM's results on the bleeding-edge of the AI boom.

An idiosyncratic earnings recovery, led by tech, profit margins, and low expectations, the main driver of this nascent bull market, with management's bullish and analyst estimates rising. We also preview Disney earnings, focus on Parks sales and Streaming losses.

Uncover post-halving trends, ETF launches, sovereign wealth implications, and the future of crypto payments in our latest episode. Dive into expert insights on Bitcoin's market dynamics and the growing significance of stablecoins.

The Fed has kept the door open to interest rate cuts this year, and this is a key support to this new bull market, alongside better earnings growth. We also look ahead to Saturday's Berkshire Hathaway 'Woodstock for Capitalists' annual general meeting.

Simon Massie-Taylor, CEO of Premiership Rugby, discusses the crossovers between finance and sports, the challenges and rewards of his role, and the strategies employed to grow the audience for Premiership Rugby

In this episode, Sam North looks at Carvana's chart after it exploded higher after their shock results.

On today's Daily Voice, Sam reviews another good day for financial markets, previews the upcoming CPI release from Canada and reveals who is now the second biggest company in the world by market cap.

The current EV 'winter' will pass with only 3% all cars on the road electric and many investors remaining steadfast in support. Whilst the most bullish thing about Apple's results tonight is that expectations are already very low.

In this conversation, Sam and Josh discuss the Q1 earnings reports from Amazon, Apple and Novo Nordisk.

Europe is leading the growth turnaround in global defence spending, significantly boosting local defence stocks. We see room for relief from today's Fed meeting with investors already braced for minimal interest rate cuts.

In this episode, Sam North looks at Cocoa's chart after it suffered its biggest intraday loss since 1960.

Our Breakfast commodities price index surged on weather-driven supply disruptions, a boost to ag producers and their suppliers but a threat to food companies and lower inflation expectations. We also preview AWS cloud leader and online retail giant Amazon's results.

April volatility may continue into May, with NVIDIA earnings, the Fed meeting, and election calendar highlights, but we remain in the early bull market innings. The 3 keys for this week are AAPL and AMZN earnings, the US Fed meeting and jobs report, and Europe's data exceptionalism.

Take a deep dive into Walmart, one of the world's largest retail giants. In this episode, we explore Walmart's business, challenges they are facing on the market, and its potential valuation.

In this episode, Sam North looks at Alphabet & Microsoft's chart after they reported their Q1 Earnings Reports

In this episode, Sam North looks at Intel's chart after they reported their Q1 Earnings Reports

High US and tech valuations limit their long term upside, whilst the rest of the world and many cyclicals have a double earnings and valuation catalyst. Plus we preview less-bad big oil earnings as they turn from dividends to growth.

On today's Daily Voice, Sam previews the upcoming week which includes the Jackson Hole symposium, inflation from Canada and Japan + central bank minutes from the ECB and the Fed.

In this episode, Sam North looks at $Meta's chart after they reported their Q1 Earnings Reports

US markets dominate the world, making next month's trade settlement change and 24/7 trading proposals important for everyone. We preview the AI earnings head-to-head between Mag-7's Microsoft and Alphabet.

In this conversation, Sam and Neža discuss Tesla, Meta and whether 24/7 trading would be a good or bad thing