Jason Ware | MBA, BFA™ retweeted
.@jasonlware of Albion Financial Group and @alheeti_3 of @CNET discuss Apple’s foldable iPhone, AI upgrades, pricing, margins and what the next generation of devices could mean for growth.
$AAPL
cnbc.com/video/2026/09/09/ap…
Jason Ware | MBA, BFA™ retweeted
.@jasonlware says Meta Platforms (META) is not a hyperscaler, "so they're not seeing the dollar for dollar spend equals revenue that Jensen Huang talks about all the time."
Outside of their core digital ad business, creating LLMs is "something Wall Street is not quite sure is going to pay off for them," he tells @sam_vadas.
He remains bullish on $META and thinks the stock "should be worth around $800."
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Tug of Wars
Markets
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AI Bulls and Bears
I have a remarkable guest list on this critical day for investors.
@yardeni
@IvanaSpear
@PaulHickey
@RenMacLLC
@GaryKaltbaum
@jasonlware
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"Making Money with Charles Payne"
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Jason Ware | MBA, BFA™ retweeted
Taking next week’s mega cap earnings #InsideOut 💥
🔀 @jasonlware shares his expectations for the $META, $GOOGL, & $AMZN reports
🔀 @TomWhite_S has example options strategies on Meta & Alphabet xitter.cf/i/broadcasts/1eaKbaPaO…
Always 🔥 with 🍊 @OJRenick
T-minus 48 hours until Nvidia earnings 💣
@jasonlware talks Blackwell expectations, whether guidance needs to surprise to the upside, and how to manage a $NVDA position with @OJRenick:
Jason Ware | MBA, BFA™ retweeted
On today's show with @FrankCNBC:
Markets: Alex Morris
AI: Gene Sheridan
GDP: Roger Ferguson
Disney: @jasonlware
Salesforce: @DivesTech
Trading: Victoria Greene
Reporting: @CarolinRothTV, @SilvanaCNBC, and Steve Kovach
See you at 5am ET on @CNBC!
Jason Ware | MBA, BFA™ retweeted
"Offsetting that [China headwind] is the services business, which is over 20% of Apple's overall revenue and comes with much higher margins," says @jasonlware to @FrankCNBC $AAPL
Jason Ware | MBA, BFA™ retweeted
On today's show with @FrankCNBC:
Markets: Ross Mayfield
Novo Nordisk: @YuriKhodjam
International: Malcolm Dorson
Fed: Roger Ferguson
Apple: @jasonlware
Trading: @NicJanvier
Reporting: @contessabrewer and Steve Kovach
See you at 5am ET on @CNBC!
Jason Ware | MBA, BFA™ retweeted
Representatives from payment services, the Magnificent 7, and healthcare all made @jasonlware’s latest list of stock picks. He breaks them each down with @NPetallides.
📊 $AMZN $UNH $V $AAPL
Always 🔥 being on with @NPetallides on the @SchwabNetwork!
Apple & Google are working on a potential deal to bring generative A.I. to iPhones 📱
@jasonlware & Kevin Riley chat with @NPetallides about what this move means for $AAPL, $GOOGL, & the future of tech:
Jason Ware | MBA, BFA™ retweeted
Apple & Google are working on a potential deal to bring generative A.I. to iPhones 📱
@jasonlware & Kevin Riley chat with @NPetallides about what this move means for $AAPL, $GOOGL, & the future of tech:
Jason Ware | MBA, BFA™ retweeted
"No matter what happens at the [Vision Pro] launch here, this is a tiny part of the $AAPL story," says @jasonlware to @FrankCNBC
Jason Ware | MBA, BFA™ retweeted
𝙄𝙣𝙨𝙞𝙙𝙚 𝙊𝙪𝙩 🔀 $GOOGL & $DIS 📊
🎥 @jasonlware joins @OJRenick to discuss Google and the fallout from the Epic Games lawsuit, as well as Disney as it faces a potential proxy fight, and @TomWhite_S has a trade in each name: xitter.cf/i/broadcasts/1gqxvQzyZ…
Jason Ware | MBA, BFA™ retweeted
“Microsoft really needed to print a solid performance in cloud in order to justify the run in the stock this year, and they got it.”
As $MSFT jumps following 1Q earnings, @jasonlware & @MorningstarInc’s Dan Romanoff join @NPetallides to recap the report:
Jason Ware | MBA, BFA™ retweeted
$MSFT reports earnings after the close today. Shareholder @jasonlware tells @FrankCNBC the key areas he's watching.
Jason Ware | MBA, BFA™ retweeted
Despite the market pricing in a soft landing, @jasonlware says the threat of a recession is still real.
🎥 Ware breaks down why with @Cline_Woods:
Jason Ware: Recession Risk Is Still Elevated
Always a lot fun to be on with @tanvirgill2 and @WillKoulouris on @StreetSignsCNBC! Thanks y’all, until next time…🤙
Jason Ware shares why he's a long-term tech bull, especially when it comes to Oracle.
@WillKoulouris @TanvirGill2 @jasonlware @AlbionFinGrp $GOOGL $AMZN $MSFT $AAPL $ORCL $ACN $IJR $LVHD
Ware's top tech picks
Jason Ware | MBA, BFA™ retweeted
What can we expect from Broadcom $AVGO earnings after a parabolic move in the stock?
“This is a company that is going to definitely benefit from the doubling in spending of A.I. over the next couple years,” says @jasonlware:
Congrats @buccocapital you’ve won Twitter. Today. This year. All time. 👏
Always a joy to join @TDANetwork and chat with @OJRenick
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