Last 30 days · 41 BUY consensus, 7 SELL consensus, 1696 priced movers.
Rob Black Show · Afternoon podcast 10-5-26 · 2026-10-05 · ranked by how many times each company was mentioned. · 3 new to the radar (NEW first ever, BACK after 60+ days)
| Ticker | Company | Action | Times mentioned | When |
|---|---|---|---|---|
| DIA | SPDR Dow Jones Industrial Average ETF Trust (Dow Jones Industrial Average) | MENTIONED | 3× | 00:00:48 00:03:51 00:07:18 |
| NVDA | NVIDIA Corporation | WATCH | 3× | 00:05:15 00:06:01 00:06:17 |
| QQQ | Invesco QQQ Trust (Nasdaq) | MENTIONED | 3× | 00:00:52 00:03:37 00:07:27 |
| SPY | SPDR S&P 500 ETF Trust (S&P 500) | MENTIONED | 3× | 00:00:39 00:03:49 00:07:22 |
| TSLA | Tesla, Inc. | MENTIONED | 3× | 00:06:09 00:14:49 00:15:03 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | MENTIONED | 3× | 00:05:24 00:06:17 00:06:22 |
| AMZN | Amazon.com, Inc. | WATCH | 2× | 00:05:46 00:06:01 |
| CHRW | C.H. Robinson Worldwide, Inc. | MENTIONED | 2× | 00:06:36 00:06:44 |
| IWM | iShares Russell 2000 Index Fund (Russell 2000) | MENTIONED | 2× | 00:01:01 00:07:25 |
| PTC NEW | PTC Inc. | MENTIONED | 2× | 00:04:27 00:04:39 |
| RXO NEW | RXO, Inc. | MENTIONED | 2× | 00:06:39 00:06:42 |
| ALK NEW | Alaska Air Group, Inc. | MENTIONED | 1× | 00:16:42 |
| DIS | Walt Disney Company (The) | MENTIONED | 1× | 00:21:12 |
| GOOGL | Alphabet Inc. | MENTIONED | 1× | 00:05:45 |
| IGV | iShares Expanded Tech-Software Sector ETF | MENTIONED | 1× | 00:04:22 |
| INTC | Intel Corporation | MENTIONED | 1× | 00:06:17 |
| MDY | SPDR S&P MIDCAP 400 ETF Trust (S&P MidCap 400) | MENTIONED | 1× | 00:07:21 |
| META | Meta Platforms, Inc. | MENTIONED | 1× | 00:03:55 |
| SMH | VanEck Semiconductor ETF (Philadelphia Semiconductor Index) | MENTIONED | 1× | 00:05:15 |
| TLT | iShares 20+ Year Treasury Bond ETF (10-year Treasury) | MENTIONED | 1× | 00:01:05 |
| Ticker | Episodes | Feeds | Latest summary |
|---|---|---|---|
| META | 14 | 1 | Rosenblatt told investors to stop sweating AI-agent disruption to Meta's ads; the host adds to his Meta position on 10-30% pullbacks. |
| AAPL | 8 | 1 | Apple rose 2.2% to $336 on a new CEO, layoffs to offset memory-chip costs, and an Oct 13 smart-home hub event; the host calls it his largest position and adds on 10-30% pullbacks. |
| MSFT | 6 | 1 | Piper Sandler raised Microsoft's target to $610 from $550 on a stronger M365 outlook with the stock at $517; the host adds on 10-30% pullbacks. |
| MCD | 6 | 1 | Rob called McDonald's very attractive for dividend income at a 52-week low with a roughly 3.08% yield, while reviewing its investment plan, inflation pressures and cost-saving technology. |
| PANW | 6 | 1 | Rob called Palo Alto Networks a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. |
| GOOGL | 5 | 1 | Google rose $11 (3.3%) on the session and is one of six megacaps the host adds to on 10-30% pullbacks. |
| CRWD | 5 | 1 | Rob called CrowdStrike a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. |
| NVDA | 4 | 1 | Nvidia rose $3 to $230, near its $236 52-week high ahead of a late earnings report; the host adds on 10-30% pullbacks. |
| AMZN | 3 | 1 | Rosenblatt raised Amazon's target to $360 from $335 (46% upside), calling it a net beneficiary of agentic commerce; the host adds on 10-30% pullbacks. |
| SPY | 2 | 1 | Rob remained constructive on the S&P 500 into the fourth quarter because earnings, productivity, capital spending, and dividend compounding remain supportive despite oil and rate risks. |
| Ticker | Episodes | Feeds | Latest summary |
|---|---|---|---|
| TLT MIXED | 2 | 1 | Rob says flatly that he owns no bonds and never has, noting the rolling 10-year Treasury return of negative 1.85% is the worst in 223 years and that buyers are getting thinner. |
| Ticker | Action | Return | Source |
|---|---|---|---|
| MRNA | BUY | +317.7% 126d | Rob Black Show — 2026-06-02 [audio] |
| MRNA | BUY | +172.2% 98d | Rob Black Show — 2026-06-30 [audio] |
| DELL | BUY | +128.5% 153d | Rob Black Show — 2026-05-06 [audio] |
| DELL | BUY | +120.1% 145d | Rob Black Show — 2026-05-14 [audio] |
| CRWD | BUY | +110.1% 152d | Rob Black Show — 2026-05-07 [audio] |
| Ticker | Current call | Last mention | Price@pick | Ref price | Return since | Calls |
|---|---|---|---|---|---|---|
| MRNA Moderna | BUY 2026-06-02 · HIGH | 2026-09-22 ACTIVE 14d ago | 45.64 | 190.65 2026-09-30 | +317.7% | 6 |
| DELL Dell | BUY 2026-05-06 · HIGH | 2026-09-11 ACTIVE 25d ago | 238.41 | 544.80 2026-09-30 | +128.5% | 18 |
| ▶ CRWD CrowdStrike | BUY changed 2026-07-14 · HIGH | 2026-09-29 ACTIVE 7d ago | 126.43 | 265.65 2026-09-30 | +110.1% | 22 |
| ▶ MU Micron Technology | BUY changed 2026-07-21 · HIGH | 2026-10-02 ACTIVE 4d ago | 524.48 | 1072.40 2026-09-30 | +104.5% | 45 |
| ▶ PANW Palo Alto Networks | BUY changed 2026-06-01 · MEDIUM | 2026-09-29 ACTIVE 7d ago | 196.53 | 398.08 2026-09-30 | +102.6% | 22 |
| Host | Recs | Buy | Sell | Distinct tickers | Avg 30d | Win 30d |
|---|---|---|---|---|---|---|
| Rob Black Show | 2282 | 1362 | 334 | 391 | +1.4% | 49% |
| Ticker | Score | Buy | Sell | Episodes | Feeds | Dir | Latest |
|---|---|---|---|---|---|---|---|
| NVDA | 457.0 | 84 | 5 | 186 | 1 | BUY | Nvidia trades at 15x 2027 earnings against ~70% guided revenue growth and is viewed on Wall Street as the best risk-adjusted AI trade, up 12% since the June 202 |
| GOOGL | 383.0 | 48 | 4 | 186 | 1 | BUY | Google previewed its new 'Argonne' large language model. |
| AAPL | 381.5 | 52 | 3 | 181 | 1 | BUY | Apple named among the day's outperformers alongside Meta, Nvidia and Microsoft. |
| AMZN | 373.5 | 52 | 2 | 177 | 1 | BUY | Amazon is blocking Meta's Muse shopping agent from its platform, raising the question of how useful the agent can be without Amazon access. |
| META | 364.5 | 49 | 5 | 171 | 1 | BUY | Deutsche Bank's Benjamin Black sees Meta's Muse AI agent driving up to 8% of revenue (~$36 billion) by 2030, with 5.1 million downloads so far and the stock up |
| MSFT | 363.0 | 49 | 2 | 174 | 1 | BUY | Milius Research upgraded Microsoft to buy from hold with a $665 price target, calling it the responsible 'adult in the room' on AI as doomsday warnings about AI |
| MU | 282.5 | 44 | 2 | 127 | 1 | BUY | Micron named among underperformers despite a 'monster quarter,' with the host cautioning that exploding demand and 87% gross margins may not last past 2028. |
| TSLA | 264.0 | 11 | 19 | 136 | 1 | SELL | The host mused Tesla may have the most MAG-7 upside but explicitly declined to make a call; Tesla cars came up in a personal-car chat with Chad Burton. |
| SPY | 239.5 | 17 | 0 | 137 | 1 | BUY | The S&P 500 is grinding higher in mixed markets near record territory, though breadth is weak with only about 25% of stocks above their 50-day moving average. |
| AMD | 224.5 | 26 | 6 | 107 | 1 | BUY | Named as ~1.5% of the S&P 500 and 4% of the Nasdaq 100 in the index-weight rundown. |
| IWM | 218.5 | 17 | 3 | 119 | 1 | BUY | Russell 2000 up 50 basis points on the day and up 14.7% year-to-date. |
| INTC | 195.5 | 14 | 11 | 97 | 1 | BUY | Intel shares fell 1.5% after Elon Musk signaled that TSMC may help his Terafab chip venture run its Texas semiconductor factories. |
| NFLX | 170.0 | 21 | 1 | 84 | 1 | BUY | Rob reported Deutsche Bank's upgrade to Buy on international momentum and overseas runway, while also describing Netflix's engagement weakness, rising content c |
| QQQ | 166.5 | 12 | 0 | 95 | 1 | BUY | The Nasdaq hit a fresh all-time high as traders eye yields, even as the semiconductor index sits 10% below its June 2022 momentum peak. |
| AVGO | 165.0 | 21 | 3 | 78 | 1 | BUY | Broadcom agreed to lease up to $40-42B of AI chips to Anthropic (per its IPO prospectus); the host says the deal is very good for Broadcom, owns the stock and f |
| DIA | 163.5 | 3 | 0 | 105 | 1 | BUY | The Dow recovered to break-even after a weaker morning. |
| SNDK | 161.5 | 20 | 0 | 81 | 1 | BUY | SanDisk named among the day's underperformers alongside Micron. |
| ORCL | 155.0 | 6 | 4 | 90 | 1 | BUY | Oracle named among enterprise software incumbents Meta would struggle to displace. |
| WMT | 122.0 | 11 | 2 | 64 | 1 | BUY | Walmart was named as one of three major retailers in a dividend comparison favoring Target's 2.97% yield. |
| QCOM | 118.5 | 9 | 6 | 59 | 1 | BUY | Slipping even after renewing its patent license with Apple: the lucrative QTL licensing business survives but handset chip revenue fell 20%, with automotive up |
| LLY | 112.5 | 21 | 0 | 47 | 1 | BUY | Named once as just under 1.5% of the S&P 500 in the index-weight list. |
| TLT | 100.0 | 5 | 3 | 56 | 1 | BUY | TLT has drawn $4.9 billion in inflows this year as traders bet the treasury selloff will eventually reverse and yields will fall. |
| CRWD | 96.5 | 20 | 2 | 35 | 1 | BUY | Rob called CrowdStrike a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing hig |
| V | 95.0 | 15 | 1 | 42 | 1 | BUY | Black includes Visa among companies he has accumulated on large pullbacks as examples of businesses worth monitoring for valuation opportunities. |
| CAT | 92.5 | 13 | 1 | 43 | 1 | BUY | Caterpillar is investing $1B in a North Carolina compact-equipment plant; the host holds it as a retirement income stock that's become an AI data-center play. |
| BUY | VEEV Veeva Systems | Rob Black Show 2026-10-02 | Veeva Systems, a life-sciences software company embedding AI into pharma workflows, pitched as a 'stock to think about over the weekend' after $928M revenue up 18% YoY, raised full-year guidance to $3.7B, 45%+ operating margins, no debt, and a $330 Wells Fargo price target, trading ~27-28x forward earnings. [audio] |
| BUY | AAPL Apple Inc. | Rob Black Show 2026-09-30 | Apple rose 2.2% to $336 on a new CEO, layoffs to offset memory-chip costs, and an Oct 13 smart-home hub event; the host calls it his largest position and adds on 10-30% pullbacks. [audio] |
| BUY | GOOGL Alphabet Inc. | Rob Black Show 2026-09-30 | Google rose $11 (3.3%) on the session and is one of six megacaps the host adds to on 10-30% pullbacks. [audio] |
| BUY | META Meta Platforms Inc. | Rob Black Show 2026-09-30 | Rosenblatt told investors to stop sweating AI-agent disruption to Meta's ads; the host adds to his Meta position on 10-30% pullbacks. [audio] |
| BUY | NVDA NVIDIA Corp. | Rob Black Show 2026-09-30 | Nvidia rose $3 to $230, near its $236 52-week high ahead of a late earnings report; the host adds on 10-30% pullbacks. [audio] |
| BUY | MSFT Microsoft Corp. | Rob Black Show 2026-09-30 | Piper Sandler raised Microsoft's target to $610 from $550 on a stronger M365 outlook with the stock at $517; the host adds on 10-30% pullbacks. [audio] |
| BUY | AMZN Amazon.com Inc. | Rob Black Show 2026-09-30 | Rosenblatt raised Amazon's target to $360 from $335 (46% upside), calling it a net beneficiary of agentic commerce; the host adds on 10-30% pullbacks. [audio] |
| BUY | CRWD CrowdStrike | Rob Black Show 2026-09-29 | Rob called CrowdStrike a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. [audio] |
| BUY | NFLX Netflix | Rob Black Show 2026-09-29 | Rob reported Deutsche Bank's upgrade to Buy on international momentum and overseas runway, while also describing Netflix's engagement weakness, rising content costs, and competition from free video. [audio] |
| BUY | PANW Palo Alto Networks | Rob Black Show 2026-09-29 | Rob called Palo Alto Networks a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. [audio] |