While the August jobs report will clear some fog around the #jobmarket, #TomWhite says the focus will be all on inflation prints instead. He explains why next week's #CPI will take up more oxygen from Wall Street as the Fed doubles down in its 2% inflation goal. youtu.be/gvIo0VX9HpY
Importance of Next Week's CPI, TSLA Cybercab Launch & ZS Earnings Slow
YouTube video by Schwab Network
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September 4, 2026 at 2:34 PM
While the August jobs report will clear some fog around the #jobmarket, #TomWhite says the focus will be all on inflation prints instead. He explains why next week's #CPI will take up more oxygen from Wall Street as the Fed doubles down in its 2% inflation goal. youtu.be/gvIo0VX9HpY
he number of stocks in the #S&P500 #SPX falling below their 50-day SMA is growing, a warning sign #TomWhite sees for the market's momentum. It also complicates the Fed's interest rate outlook further as crude oil hits $93. In earnings, Tom explains why #Broadcom #AVGO youtu.be/XaXQQpb_1Vk
Half of SPX Stocks Below 50-Day SMA, NVDA Buying Hugging Face for $12.93B
YouTube video by Schwab Network
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September 3, 2026 at 1:44 PM
After #CrowdStrike #CRWD posted a strong earnings report, #PaloAltoNetworks #PANW faces a rising bar from Wall Street. #TomWhite tells investors to keep an eye on margins as a potential sticking point youtu.be/bQ_3VdsOOGU
Bull v. Bear: PANW Earnings to Pressure Stock's Stellar 2026 Rally
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September 1, 2026 at 8:17 PM
After #CrowdStrike #CRWD posted a strong earnings report, #PaloAltoNetworks #PANW faces a rising bar from Wall Street. #TomWhite tells investors to keep an eye on margins as a potential sticking point youtu.be/bQ_3VdsOOGU
Shares of #DellTechnologies #DELL have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. #TomWhite turns to the three-year chart youtu.be/2WRCNBpTU14
Options Corner: DELL Rallies Nearly 300% Y/Y, Will Earnings Continue Run?
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September 1, 2026 at 4:25 PM
Shares of #DellTechnologies #DELL have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. #TomWhite turns to the three-year chart youtu.be/2WRCNBpTU14
#OptionsCorner: #PLTR Pushes Back Toward Record Highs Palantir (PLTR) has rallied more than 40% from June's 52-week lows, bolstered heavily by earnings early in August. #TomWhite walks investors through the rising software giant's price action and explains how bulls youtu.be/DGaHBfXbkjI
Options Corner: PLTR Pushes Back Toward Record Highs
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August 31, 2026 at 3:23 PM
#OptionsCorner: #PLTR Pushes Back Toward Record Highs Palantir (PLTR) has rallied more than 40% from June's 52-week lows, bolstered heavily by earnings early in August. #TomWhite walks investors through the rising software giant's price action and explains how bulls youtu.be/DGaHBfXbkjI
#Microsoft #MSFT has surged following earnings, with strong Azure and cloud growth helping shares rally 48% from their June low and reach a 10-month high. #KevinHincks and #TomWhite discuss youtu.be/ij8KShQF08I
Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
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August 28, 2026 at 7:09 PM
#Microsoft #MSFT has surged following earnings, with strong Azure and cloud growth helping shares rally 48% from their June low and reach a 10-month high. #KevinHincks and #TomWhite discuss youtu.be/ij8KShQF08I
Wall Street Waits for #KevinWarsh at #JacksonHole, #MRVL Falls After Earnings After Nvidia (NVDA) brought a new wave of confidence in the #AItrade, markets are cooling ahead of Friday's trading session. #TomWhite points to the Fed's #JacksonHole symposium youtu.be/h4_-BnmTLds
Wall Street Waits for Kevin Warsh at Jackson Hole, MRVL Falls After Earnings
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August 28, 2026 at 2:52 PM
Wall Street Waits for #KevinWarsh at #JacksonHole, #MRVL Falls After Earnings After Nvidia (NVDA) brought a new wave of confidence in the #AItrade, markets are cooling ahead of Friday's trading session. #TomWhite points to the Fed's #JacksonHole symposium youtu.be/h4_-BnmTLds
#Nvidia #NVDA is back to acting as the stock market leader. #TomWhite discusses the #Mag7 giant's earnings beat bolstered by more than $96 billion in quarterly revenue and commentary from CEO #JensenHuang that the AI infrastructure buildout is "at full steam. youtu.be/-GeM6mOtxNo
AI Buildout "at Full Steam:" NVDA Earnings Lift Futures, CRM Integrating Claude
YouTube video by Schwab Network
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August 27, 2026 at 4:41 PM
#Nvidia #NVDA is back to acting as the stock market leader. #TomWhite discusses the #Mag7 giant's earnings beat bolstered by more than $96 billion in quarterly revenue and commentary from CEO #JensenHuang that the AI infrastructure buildout is "at full steam. youtu.be/-GeM6mOtxNo
#TreasurySecretary #ScottBessent has in the latest round of sanctions announced against the group as global economies grapple with the #StraitofHormuz staying closed. #TomWhite discusses youtu.be/Lh0kygfpJs4
"Operation Economic Outcast" on Iran, AMD Upgrade into NVDA Earnings
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August 25, 2026 at 3:13 PM
#TreasurySecretary #ScottBessent has in the latest round of sanctions announced against the group as global economies grapple with the #StraitofHormuz staying closed. #TomWhite discusses youtu.be/Lh0kygfpJs4
The upcoming #iPhone cycle is one that will be watched closely by Wall Street. #TomWhite notes lasting memory
#chipshortages as something he sees leading to price hikes, something expected to hit consumer demand. #KevinHincks points to Apple's hardware moat youtu.be/hBmO6Jpb9uE
#chipshortages as something he sees leading to price hikes, something expected to hit consumer demand. #KevinHincks points to Apple's hardware moat youtu.be/hBmO6Jpb9uE
Bull v. Bear: AAPL Next iPhone Cycle Enough to Excite Investors?
YouTube video by Schwab Network
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August 24, 2026 at 7:43 PM
The upcoming #iPhone cycle is one that will be watched closely by Wall Street. #TomWhite notes lasting memory
#chipshortages as something he sees leading to price hikes, something expected to hit consumer demand. #KevinHincks points to Apple's hardware moat youtu.be/hBmO6Jpb9uE
#chipshortages as something he sees leading to price hikes, something expected to hit consumer demand. #KevinHincks points to Apple's hardware moat youtu.be/hBmO6Jpb9uE
#Tariffs are back in the mindset of investors after the U.S. imposed 50% tariffs on some Canadian exports. Canada followed up with retaliatory tariffs. #TomWhite turns to the implications they have on the global trade picture as the U.S. #StraitofHormuz. youtu.be/51TO58exlJo
U.S. Trade Tensions Intensify Between Iran & Canada, NVDA Earnings This Week
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August 24, 2026 at 2:10 PM
#Tariffs are back in the mindset of investors after the U.S. imposed 50% tariffs on some Canadian exports. Canada followed up with retaliatory tariffs. #TomWhite turns to the implications they have on the global trade picture as the U.S. #StraitofHormuz. youtu.be/51TO58exlJo
As #Nvidia #NVDA readies to report earnings next week, #KevinHincks and #TomWhite turn to one of its biggest competitors — #AMD Inc. (AMD). Kevin argues AMD's price action has been "way better" than Nv youtu.be/s0eYE7y4xvE
Bull v. Bear: AMD Ramps Competition with NVDA Through Helios
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August 21, 2026 at 11:00 PM
As #Nvidia #NVDA readies to report earnings next week, #KevinHincks and #TomWhite turn to one of its biggest competitors — #AMD Inc. (AMD). Kevin argues AMD's price action has been "way better" than Nv youtu.be/s0eYE7y4xvE
#AVGO Eyes Over $60B in AI Financing & NVDA Gets New Bull There's a lot of takeaways #TomWhite has to close out the week, as he takes investors through all the headlines ranging from the U.S.-Iran war to the creep higher in #Treasuryyields youtu.be/iLx3oLvg1i8
AVGO Eyes Over $60B in AI Financing & NVDA Gets New Bull
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August 21, 2026 at 3:22 PM
#AVGO Eyes Over $60B in AI Financing & NVDA Gets New Bull There's a lot of takeaways #TomWhite has to close out the week, as he takes investors through all the headlines ranging from the U.S.-Iran war to the creep higher in #Treasuryyields youtu.be/iLx3oLvg1i8
Geopolitical pressures continue to beat down market sentiment even as earnings season continues to show strong results. #TomWhite takes investors through what he's watching in Wednesday's expected market moves. youtu.be/9Aw3wKCUyvI
Highs & Lows in TGT, LOW Earnings as U.S.-Iran War Pressure Lingers
YouTube video by Schwab Network
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August 19, 2026 at 1:19 PM
Geopolitical pressures continue to beat down market sentiment even as earnings season continues to show strong results. #TomWhite takes investors through what he's watching in Wednesday's expected market moves. youtu.be/9Aw3wKCUyvI
#chipmakers from Nvidia (NVDA) to #Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind #premarket weakness. #TomWhite gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war youtu.be/5G211oOThgI
NVDA, MU & Other Chip Weakness Weighs on Wall Street, HD Earnings Rattle Housing
YouTube video by Schwab Network
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August 18, 2026 at 1:41 PM
#chipmakers from Nvidia (NVDA) to #Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind #premarket weakness. #TomWhite gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war youtu.be/5G211oOThgI
#Chipmakers from #Nvidia (NVDA) to #Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. #TomWhite gauges the sustainability of these fluctuations on Wall Street as investors youtu.be/5G211oOThgI
NVDA, MU & Other Chip Weakness Weigh on Wall Street, HD Earnings Rattle Housing
YouTube video by Schwab Network
youtu.be
August 18, 2026 at 12:54 PM
#Chipmakers from #Nvidia (NVDA) to #Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. #TomWhite gauges the sustainability of these fluctuations on Wall Street as investors youtu.be/5G211oOThgI
This week will be all about the U.S. consumer when it comes to earnings, says #TomWhite, with companies like #Walmart #WMT and Target (TGT) set to report. youtu.be/_MNfkyDjIQM
NVDA & AAPL Move Tech While WMT, TGT & Other Earnings Will Show Consumer Strength
YouTube video by Schwab Network
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August 17, 2026 at 2:56 PM
This week will be all about the U.S. consumer when it comes to earnings, says #TomWhite, with companies like #Walmart #WMT and Target (TGT) set to report. youtu.be/_MNfkyDjIQM
"Optimism has returned to markets," says #TomWhite, though he believes it won't come without volatility. Constant conflicting headlines out of the Strait of Hormuz serve as a lingering headwind for equities and crude oil. Tom talks about #AppliedMaterials #AMAT as shares youtu.be/cfhqmTKRrCA
Market "Optimism" Returns, SNDK & RDDT Rally While AMAT Falls on Earnings
YouTube video by Schwab Network
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August 14, 2026 at 2:50 PM
"Optimism has returned to markets," says #TomWhite, though he believes it won't come without volatility. Constant conflicting headlines out of the Strait of Hormuz serve as a lingering headwind for equities and crude oil. Tom talks about #AppliedMaterials #AMAT as shares youtu.be/cfhqmTKRrCA
#AppliedMaterials (AMAT) reports earnings after Thursday's #closingbell. #KevinHincks calls the company a bellwether in AI with deep ties to AI supply chains. That said, #TomWhite sees headwinds when it comes to guidance due to the stock's volatile moves youtu.be/VPnzw4QZ83k
Bull v. Bear: AMAT "Bellwether" in AI Trade, Stock Climbs Nearly 200% Y/Y
YouTube video by Schwab Network
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August 14, 2026 at 12:06 AM
#AppliedMaterials (AMAT) reports earnings after Thursday's #closingbell. #KevinHincks calls the company a bellwether in AI with deep ties to AI supply chains. That said, #TomWhite sees headwinds when it comes to guidance due to the stock's volatile moves youtu.be/VPnzw4QZ83k
CPI, #PPI & Fed's Fight Against Inflation, CSCO & CBRS Fall on Earnings
As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. #TomWhite offers his takeaways from the #CPI print youtu.be/cg1jZ1NKcTs
As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. #TomWhite offers his takeaways from the #CPI print youtu.be/cg1jZ1NKcTs
CPI, PPI & Fed's Fight Against Inflation, CSCO & CBRS Fall on Earnings
YouTube video by Schwab Network
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August 13, 2026 at 1:42 PM
CPI, #PPI & Fed's Fight Against Inflation, CSCO & CBRS Fall on Earnings
As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. #TomWhite offers his takeaways from the #CPI print youtu.be/cg1jZ1NKcTs
As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. #TomWhite offers his takeaways from the #CPI print youtu.be/cg1jZ1NKcTs
Inflation is back on investors' radars with #CPI hitting the wire to start Wednesday's trading session. #TomWhite tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to #equities youtu.be/fgygFccoagE
Watch Market's CPI Reaction in Crude & Equities, CRWV Surges
YouTube video by Schwab Network
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August 12, 2026 at 2:37 PM
Inflation is back on investors' radars with #CPI hitting the wire to start Wednesday's trading session. #TomWhite tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to #equities youtu.be/fgygFccoagE
Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. #TomWhite talks about the #Mag7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech youtu.be/royyGKH7uqM
NVDA Makes $500B AI Infrastructure Push, CRWD & PANW Tap All-Time Highs
YouTube video by Schwab Network
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August 11, 2026 at 3:03 PM
Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. #TomWhite talks about the #Mag7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech youtu.be/royyGKH7uqM
Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says #TomWhite, as all indices except the #Nasdaq-100 (NDX) hover just off record highs. He explains how #Alphabet (GOOGL), #Amazon (AMZN), #Microsoft (MSFT) youtu.be/z6WIJCce5-U
Investors Shrug Off Geopolitical Risk, BRK/B Beats & META Muse Glimmer Release
YouTube video by Schwab Network
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August 10, 2026 at 2:34 PM
Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says #TomWhite, as all indices except the #Nasdaq-100 (NDX) hover just off record highs. He explains how #Alphabet (GOOGL), #Amazon (AMZN), #Microsoft (MSFT) youtu.be/z6WIJCce5-U
#TomWhite and #KevinHincks look at the latest headlines surrounding Meta Platforms (META), including a $942 million judgment in New Mexico tied to child safety concerns. At the same time, #Meta’s youtu.be/xTbfnYeMnvA
Bull v Bear: META Post-Earnings Recovery
YouTube video by Schwab Network
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August 7, 2026 at 7:42 PM
#TomWhite and #KevinHincks look at the latest headlines surrounding Meta Platforms (META), including a $942 million judgment in New Mexico tied to child safety concerns. At the same time, #Meta’s youtu.be/xTbfnYeMnvA
Earnings Boost August Market Comeback; #META, TTD Slump After the #Nasdaq100 fell 7% in July, it is on pace for its best four-day stretch since May #TomWhite breaks down what is driving markets higher this week, including falling crude oil prices youtu.be/9z_mVhju3HU
Earnings Boost August Market Comeback; META, TTD Slump
YouTube video by Schwab Network
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August 7, 2026 at 2:30 PM
Earnings Boost August Market Comeback; #META, TTD Slump After the #Nasdaq100 fell 7% in July, it is on pace for its best four-day stretch since May #TomWhite breaks down what is driving markets higher this week, including falling crude oil prices youtu.be/9z_mVhju3HU