Les meilleurs podcasts Schwab Network (2025)

1
"Most Hated Raging Bull Market:" the Case for Dip Buyers Despite Recent Rally 9:12

9h ago9:12

9:12

It's a "goldilocks market" that many missed, says Eddie Ghabour, which he believes led to pessimism against positive price action. He argues it's not too late to join the rally with lots of hedge fund cash still on the sidelines. Eddie sees small caps and consumer discretionary regaining lost strength. ======== Schwab Network ======== Empowering ev…

1
MU Potential to Seize A.I. Market Share, Options Trade Into Earnings 6:10

10h ago6:10

6:10

Options Play's Tony Zhang is a bull when it comes to Micron (MU). He sees tremendous room for the A.I. chipmaker to run despite its choppy price action over the last year. Tony offers investors insight into the company's bullish and bearish indicators and offers an example options trade ahead of earnings later in June. ======== Schwab Network =====…

1
Crude Oil Bears Down: S&P 500 Faces Contention at 6000 Level 5:42

11h ago5:42

5:42

Carly Garner expects crude oil (/CL) to continue its downward trend due to a strong U.S. dollar and OPEC's recent decision to increase production. She believes that while geopolitical tensions could cause short-term rallies, the overall trend remains bearish. In the equity market, Garner sees the S&P 500's (SPX) 6000 level as a point of contention,…

1
'Bad News is Good News:' Weak Jobs Print May Signal Rate Cuts 4:38

12h ago4:38

4:38

Friday's jobs print is expected to move markets into the opening bell. Charles Schwab's Nathan Peterson believes "bad news is good news" again, meaning that markets can move higher on expectations that the FOMC will cut interest rates if the job market shows continued deterioration. He also talks about the volatile trading action brought by Tesla (…

1
EARNINGS ALERT: AVGO 5:22

12h ago5:22

5:22

Broadcom (AVGO) is often referred to as Nvidia's (NVDA) main competitor in the A.I. space. The company rallied big off its April lows but couldn't meet an exceedingly high bar in its latest earnings report. Tom White and George Tsilis turn to the numbers and explain why the stock may already be "priced to perfection." ======== Schwab Network ======…

1
Will Nasdaq-100 Names Continue to Lead Market? 10:14

12h ago10:14

10:14

Kevin Davitt assesses the recent market comeback. Casting back two decades, he recalls how different “the constituency” looked as far as company profitability and other financial metrics. He thinks the Nasdaq-100 will continue to lead markets. He charts monthly performance for the Nasdaq-100 for the last few years and explains what he thinks it mea…

1
TSLA Plunge Pins Pressure on SPX, VIX Seasonality Signals to Watch 7:16

12h ago7:16

7:16

Tesla's (TSLA) massive slide to the downside pulled the SPX down with it. However, as Kevin Green points out, a bounce off the lows kept the worst possible technical scenario off the table. The index came just short of the 6,000 level at the highs. Kevin also warns of seasonal volatility trends coming into play, which includes the Fed's interest ra…

1
Why Needham Downgraded Apple (AAPL): ‘Stock Doesn’t Work’ Without iPhone Cycle 9:49

12h ago9:49

9:49

Laura Martin from Needham explains why she downgraded Apple (AAPL) to Hold from Buy. “There’s real risks to their earnings,” she emphasizes, with the Epic Games judgment against them and other DOJ threats. She also discusses OpenAI’s burgeoning efforts to “replace smartphones,” partnering with Jony Ive, who used to design all of Apple’s phones. Eve…

1
‘Greed is Winning’ in Markets Amid Tariff Uncertainty 11:02

12h ago11:02

11:02

Ryan Dykmans says the number of companies putting plans on hold over tariffs rather than seeing companies adapt and adjust is concerning. In the markets, “greed is winning,” he argues, with “over-reward” for positive information. He’s looking to trade on volatility spikes as uncertainty lingers. He is also concerned about the bond market as it beha…

1
Dickens: VMware Acquisition, A.I. Growth Puts AVGO in "Mag 8" 6:05

1h ago6:05

6:05

Steven Dickens sees Broadcom (AVGO) as a "more balanced business" with an expanding A.I. runway. He points to its VMware acquisition and growing list of partnerships with companies like Alphabet (GOOGL) as tailwinds. He notes a correlation with Broadcom and Nvidia (NVDA), but sees that correlation diverging with Broadcom's software exposure. ======…

1
Circle (CRCL) CFO on IPO, Crypto & "Marriage" of Internet and Finance 8:15

1h ago8:15

8:15

Jeremy Fox-Geen, CFO for Circle (CRCL), calls the company a "marriage between the internet and the financial services landscape." He joins Diane King Hall at the NYSE set hours after the company's public trading debut. Jeremy talks about the company's explosive IPO where price action doubled at its height since trading opened. On crypto, Jeremy see…

1
APLD Doubles in One Week, CRWV "Parabolic" Move Halts 4:45

2h ago4:45

4:45

Applied Digital (APLD) became a massive winner after inking a 15-year deal with Coreweave (CRWV). Meanwhile, the company backed by Nvidia (NVDA) pulled back from its substantial rally since its IPO in late March. George Tsilis breaks down the deal between Applied Digital and Coreweave to learn how its affecting price action. ======== Schwab Network…

1
‘Saturation’ in Athleisure Market: LULU Earnings Preview 6:42

3h ago6:42

6:42

Amanda Lai has “cautious optimism” ahead of Lululemon (LULU) earnings after the close. She calls it a “historically strong performer” that will give insight into consumer health and spending. Amanda says Lululemon is “firing on all cylinders” for innovation, but whether consumers will like their products is yet to be seen. She compares them to upst…

1
AVGO "Brings the Network" to A.I., NVDA "Steals the Limelight" 3:28

3h ago3:28

3:28

Broadcom (AVGO) established itself as a strong competitor in the A.I. space, rallying to new all-time highs ahead of earnings after hours. Sam Vadas talks about how analysts view the company as Nvidia's (NVDA) "number two," but argues Nvidia needs companies like Broadcom to thrive. She previews the earnings before it reports this evening. ======== …

1
Ca$htag$: Lululemon (LULU) Bar Too High? 7:36

3h ago7:36

7:36

Lululemon (LULU) reports earnings after the bell, and Likefolio’s Megan Brantley walks through consumer sentiment data ahead of the results. “The bar is too high,” she argues, noting a continued decline in web visits. Smaller, niche players are taking their market share, particularly Rhone and Alo. She also thinks the demographics of the LULU custo…

1
McDonald: Jensen Huang’s AI Pitch ‘Baloney’ Without Energy 10:12

3h ago10:12

10:12

“There’s a beast in the market,” says Larry McDonald, that “wants more meat.” He notes that after hitting the debt ceiling in January, we’ve “issued no new debt,” but after the ceiling is raised under Trump, he expects another major bond issuance. He sees creeping weakness in the economy and thinks we’ll see 50 basis points in rate cuts before year…

1
Lululemon (LULU) ‘Moving in the Right Direction’ Ahead of Earnings 5:29

3h ago5:29

5:29

Charlie O’Shea and Stephanie Cegielski preview Lululemon (LUU) earnings. Charlie thinks they’re “moving in the right direction and attracting a new consumer.” He thinks the golf market particularly is helping them out. Stephanie thinks LULU is “working very hard not to change its prices” during the trade war, and says based on conversations with th…

1
The Big 3: UBER, RDDT, CPA 10:47

4h ago10:47

10:47

Jason Brown, author of Five Year Millionaire, turns to tech and transport on today's Big 3. He's impressed with strength behind Uber Technologies (UBER) despite the recent pullback, explains why he's "cautiously bullish" on Reddit (RDDT), and turns to the "pure technical play" behind Copa Holdings (CPA). Jason also offers example options trades for…

1
"Moving Toward Certainty" Despite Clash in A.I. Catalysts & Debt Overhang 7:11

16h ago7:11

7:11

"We're moving toward certainty... and that's what the market needs," says Mike Smith. However, "one competition we're winning is the accumulation of debt," which he sees as a big concern. Even with U.S. debt climbing, Mike argues it gives high growth stocks room to run tremendously to the upside. As A.I. shifts from chips like Nvidia (NVDA) to soft…

1
Dressing LULU Earnings: China Resiliency and Innovation in Focus 9:57

4h ago9:57

9:57

Lululemon (LULU) reports earnings after the close today, and Sam Vadas expects China to be a key focus for investors. She sees expectations being "tempered" due to the mixed earnings picture retail has shown so far. Sam adds that product innovation is paramount as rising competitors like Vuori enter the space. Joe Tigay notes Lululemon's "fantastic…

1
Inside Out: AVGO Upside Potential in Semiconductor Business 14:09

4h ago14:09

14:09

Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there is upside potential in the company's semiconductor business saying the growth potential over the next 2-3 years is "underestimated." Angelo discusses AVGO's "frenemies" status with fellow tech companie…

1
Significance of Trump/Xi Call, ECB Rate Cut, Metals Market Movers 16:18

6h ago16:18

16:18

Kevin Green chimes in on several factors taking center stage, including metals moving higher, the ECB signaling a potential end to its cutting cycle, and reports of a phone call held between President Trump & China President Xi Jinping. For the S&P 500 (SPX), KG continues to highlight the consolidation pattern underneath 6,000 as a focal point for …

1
Trump/Xi Phone Call Rally & an "Eye Catcher" from International Trade Balance 9:03

7h ago9:03

9:03

Kevin Hincks points to this morning's International Trade in Goods as a surprise, saying it could be an indicator of improving conditions. He breaks down the latest jobless claims data ahead of Friday's highly-anticipated jobs report. Later, he discusses reports from Chinese state media organizations on a phone call between President Trump and Chin…

1
FIVE Rallies, PVH Slashes Outlook 12:46

7h ago12:46

12:46

Five Below (FIVE) shares rise after the discount retailer reported an earnings beat. FIVE raised its FY25 EPS and revenue guidance as it believes consumers will trade down with tighter budgets. CEO Winnie Park added "our customer-centric strategies focused on product value and experience are working." Jenny Horne looks at FIVE's exposure to China a…

1
Options Corner: AVGO Ahead of Earnings 4:51

8h ago4:51

4:51

Broadcom (AVGO) earnings are due to report after Thursday's close. Ahead of the latest quarterly figures, Tom White takes a look at the stock price surge seen in its shares since the beginning of 2025. He later illustrates an example options trading strategy using a call butterfly with a bullish tilt. ======== Schwab Network ======== Empowering eve…

1
Former Sen. Phil Gramm on Tariffs, "Big Beautiful Bill" & the American Economy 7:47

8h ago7:47

7:47

From 1985-2002 under both Republican and Democratic administrations, Phil Gramm served in the U.S. Senate representing the state of Texas. He joined Diane King Hall at the NYSE to discuss his latest book "The Triumph of Economic Freedom: Debunking the Seven Great Myths of American Capitalism" and the state of the U.S. Economy. Sen. Gramm weighs in …

1
AVGO Beat and Raise? Plus, Demmert's Stock Picks: ISRG, BYDDY 6:20

20h ago6:20

6:20

James Demmert drops by the NYSE set with a couple of stocks to watch: Intuitive Surgical (ISRG) and BYD (BYDDY). He says both are plays that avoid a potential U.S. slowdown. Ahead of Broadcom's (AVGO) earnings, James says it is the "semiconductor company people don't think about" but believes that its diversified business gives it strength. He's ex…

1
Chart of the Day: FIVE 3:15

8h ago3:15

3:15

Five Below (FIVE) is on the move after earnings. Ben Watson looks at resistance around $125 in the short-term breakout after its report. But, on a longer-term view, Ben points to potential bullish signals on its RSI momentum study. Shares of the discount retailer are hovering just below 52-week highs. ======== Schwab Network ======== Empowering eve…

1
Markets on Hold, Jobs Report Looms & MDB Soars 7:55

8h ago7:55

7:55

Kevin Green says markets are in a holding pattern ahead of Friday's May jobs report, but adds that weak ADP numbers and slowing economic data could be a warning sign. Green notes that while a rate cut is priced in, it may not be all bad news for equities, especially if it's seen as a way to combat a slowdown. KG says a break below 5940 could bring …

1
Stock Market Morning Minute: TSLA, V, MDB 2:26

8h ago2:26

2:26

Tesla (TSLA) shares are in focus as tensions rise in Elon Musk's relationship with the White House. Visa (V) charges ahead after an upgrade from Mizuho. And, MongoDB (MDB) soars after the software company posted stronger-than-expected earnings. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every ma…

1
2025 World Wealth Report: U.S. Adds over 500K Millionaires 6:52

21h ago6:52

6:52

Gareth Wilson breaks down the 2025 World Wealth Report. U.S. millionaires grew by 562K, reaching 7.9 million. Looking to the markets, he notes that high-net-worth individuals are investing more in alternative assets – up to 15% of their portfolios. “Over the next 25 years we’ll see a significant shift in wealth” from Baby Boomers to younger generat…

1
TSLA "Rushed" Robotaxi, 2Q Earnings & Sales "May Not be Much Better" Than 1Q 9:27

1d ago9:27

9:27

Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in se…

1
Stock Market Today: CRWD & DLTR Post-Earnings Sell-Off, New AMZN A.I. Investment 2:02

1d ago2:02

2:02

Stocks closed the session mixed after seeing two straight days of gains across the board. CrowdStrike (CRWD) and Dollar Tree (DLTR) created a lot of downside action in the SPX after earnings. Amazon (AMZN) served as a bright spot with its $10 billion investment into A.I. expansion in North Carolina. Marley Hayden takes investors through the trading…

1
C3 AI (AI) CEO on U.S. Air Force Partnership, Role in Shaping Aerospace 7:41

1d ago7:41

7:41

Tom Siebel, CEO of C3 AI (AI), calls his company's $100 million task order with the U.S. Air Force "one of the largest on Earth" in the A.I. space. He says the implementation of C3's Panda Software will make the Air Force's tech more reliable and will offer cost-saving measures down the road. Tom goes a step further to explain A.I. prospects in war…

1
Overlooked Stock: GWRE Taps New All-Time High 4:22

1d ago4:22

4:22

Guidewire (GWRE) soared 16% to a new all-time high after the cloud service and insurance company posted better-than-expected earnings. George Tsilis goes beyond the numbers in the report to explain other factors behind today's rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min…

1
Tariff Inflationary Risk in U.S. & Abroad, ECB Expected to Cut Interest Rates 5:49

1d ago5:49

5:49

While U.S. markets appear to shake off tariff headlines the longer they last, Charles Schwab's Michelle Gibley says the impact continues on the inflation front. She weighs global pricing pressure and its correlation with the U.S. Dollar. Sticking with the global front, Michelle talks about what led Canada to hold interest rates as the European Cent…

1
Reasons for the ‘Dismal’ Drop in Spring Home Selling Season 9:26

1d ago9:26

9:26

The spring home selling season has disappointed. Brad Hunter covers builders losing confidence, falling prices, and the “dismal” drop in buyers. The “lock-in effect” of lower mortgages is holding strong, and he doesn’t expect rates to fall substantially in the near future. Florida and Texas “have seen the worst of it,” he adds, with buyers aged 55+…

1
Low Volume & Compressed SPX, CRWV Continuous Squeeze 7:01

1d ago7:01

7:01

The SPX continues to waver in range-bound action, which Kevin Green says "makes sense" when you look at the technicals. He talks about headwinds still ahead for the index on its path back to 6,000 but believes bulls hold momentum. The 10YR-3MO treasury spread trending downward could become a roadblock in the coming trading sessions. Kevin also look…

1
Will AI Integration Boost CrowdStrike (CRWD)? 5:43

1d ago5:43

5:43

Joseph Bonner looks at CrowdStrike (CRWD) earnings as the stock sells off. He thinks their earnings story has a “disconnect,” but is maintaining a Buy rating and $388 price target. “We should expect more momentum” for its revenue growth in the future, particularly with agentic AI integration. ======== Schwab Network ======== Empowering every invest…

1
Stovall’s ‘Power Rating’ Picks: PSTG, MSCI, SCCO 9:26

1d ago9:26

9:26

“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tariffs on for his entire term. He sees an impact on carmakers, which will send a ripple across the entire car market, new and used. Aerospace could also become an issue. He thinks Canada and Mexico could car…

1
How ‘Nepo Homeowners’ are Changing the Housing Market 6:01

1d ago6:01

6:01

Frances Katzen describes the phenomenon of “Nepo Homeowners” and the turbulence they’re adding to the housing market. The trend encompasses first-time homebuyers relying on parents’ money to finance their real estate purchases. “There is a lot more swiftness and competitive nature” with parental backing, she adds. ======== Schwab Network ======== E…

1
TSLA Sales Slide 15% Y/Y in China, Continues Global Decline 3:45

1d ago3:45

3:45

Global vehicle deliveries continue to drag on Tesla's (TSLA) top line. The China Passenger Car Association reports that sales fell 15% since last year, as the EV giant continues to lose ground to Chinese competitors like BYD Co. (BYDDY). Diane King Hall looks into the trends behind Tesla's falling sales and the pressure it adds to the company's hig…

1
MDB Tees Up "Show Me" Quarter as A.I. "Exuberance" Returns 5:54

1d ago5:54

5:54

Matt Tuttle sees MongoDB (MDB) filling a gap to the upside. Even with ballooning valuations, Matt believes the software company will win investors over if it posts a strong outlook and overturns last quarter's concerns. George Seay doesn't agree on valuation, arguing that earnings need to mature to "make sense" of current levels. He worries a marke…

1
Noble: U.S. Will Lose ‘Capital War’, Watch Bond Market 9:32

1d ago9:32

9:32

“I’ve got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dollar weakness and the implications for equities: the U.S. “may win the trade war” but will “lose the capital war.” He thinks the bond market is the “thing to watch” right now, and that investors should buy gol…

1
Nelson: Markets are Hinging on AI Trade 6:31

1d ago6:31

6:31

David Nelson reacts to Jamie Dimon’s remarks around the dollar, agreeing that “we could lose” our place as the world’s reserve currency. “As the deficit widens,” Treasury buyers will demand higher yields, he says. “What we’re really riding on [for markets] is the AI trade,” he argues. His stock picks include Huntington Ingalls (HII), TJX Companies …

1
Ca$htag$: Five Below (FIVE) ‘Executing Extraordinarily Well’ 9:07

1d ago9:07

9:07

Likefolio’s Andy Swan previews Five Below (FIVE) earnings, which are after the bell. “They have a really nimble business model,” he says, and thinks they’re “executing extraordinarily well” on a turnaround. He points to web visits surging this year and compares it to stock price action. He also brings visits data showing double-digit growth, actual…

1
DLTR Tariff Weakness 'Excuse,' Stock Price 'On Sale' 6:34

1d ago6:34

6:34

Dollar Tree (DLTR) sold off despite posting a double beat in earnings. Chris McMahon thinks the current stock price is a "sale" and sees significant upside over the next 6 months. That momentum is expected to come from boosted foot traffic and higher price tags. Nick Raich isn't as bullish, calling its weakened guidance over tariffs "an excuse" for…

1
The Big 3: BA, VIX, SLV 12:12

1d ago12:12

12:12

Stocks, ETFs and volatility are all in focus for TheoTrade's Don Kaufman. He leans bearish on Boeing (BA) after the plane maker saw a substantial rebound rally in recent months. Don later explains why he's bullish on the VIX and iShares Silver Trust ETF (SLV). Rick Ducat dives into the technical trends he sees in the charts. ======== Schwab Network…

1
Lekas: Fed Won’t Cut This Year, Impact of ‘Low Dollar’ Policy 6:43

1d ago6:43

6:43

John Lekas does not expect the Fed to cut this year, driven by wage inflation due to low unemployment. He thinks yields will continue to rise, with the 30-Year hitting 6% by year-end, but calls this a “normal curve.” He explains the impact of the administration’s “low dollar” policy, both positive and negative. ======== Schwab Network ======== Empo…

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