A(z) Schwab Network csatorna legjobb podcastjai (2025)

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CRWD Earnings "All About Guidance," Cybersecurity Sector "Overstretched" 5:39

1h ago5:39

5:39

Ivana Delevska expects a slight beat in Crowdstrike's (CRWD) earnings, but she sees guidance as the most important metric. She argues that lots of upside is already priced into the stock and will need exemplary numbers to rally in an "overstretched" sector. Ken Mahoney adds that a raise will be needed to hold momentum in Crowdstrike's all-time high…

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DG Soars: Discount Retail Thrives Amid Strong Consumer Spending 7:01

1h ago7:01

7:01

Dollar General (DG) shares surged more than 10% after beating earnings estimates, fueled by a strong consumer and solid job market. Jan Rogers Kniffen says DG's success is a sign of a resilient lower-end consumer. With wage growth outpacing inflation and low unemployment, Kniffen expects other discount retailers like Dollar Tree (DLTR) and Five Bel…

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Tech Strength and Fiscal Risks: A.I. Boosts Economy, Tariffs Ease, Fed on Hold 8:38

1h ago8:38

8:38

David Finkelstein says the greatest strength in the economy is in the technology sector, driven by A.I. innovation and productivity enhancements. However, he sees the biggest risks on the fiscal side, citing the country's unsustainable level of debt and interest burden. Finkelstein believes tariffs will average in the low double digits, down from 1…

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The Big 3: NVDA, KMI, VZ 14:50

1h ago14:50

14:50

Nvidia's (NVDA) earnings showed conviction for broader A.I. adoption, according to Jessica Inskip. One headwind she's watching: China, and how tariffs can generate roadblocks for Nvidia's growth. Jessica also notes Kinder Morgan (KMI) as a stable trade amid volatility, and Verizon (VZ) as a solid yield play. Rick Ducat gives investors insight into …

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‘Cracks’ in the Labor Market as Tariffs Drag On 7:49

3h ago7:49

7:49

“Cracks are starting to reveal themselves” as the trade war drags on, warns Mitchell Barnes. He looks at the latest JOLTS report, which he calls “rather good” on the job openings end. Previewing Friday’s jobs report, he says that this will show us the biggest impact of trade policy so far. He notes that layoffs are slowly rising, and it could weake…

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Global Outages to All-Time High: CRWD Seeks Continued Outperformance 9:12

4h ago9:12

9:12

Crowdstrike (CRWD) more than doubled its stock price since hitting a 52-week low last July. The company hit those lows following software outages across the U.S. Sam Vadas goes in-depth on the massive rebound rally Crowdstrike has seen and weighs whether the cybersecurity firm can continue its outperformance. Tim Biggam isn't holding his breath for…

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DG "Underperformer" Despite Earnings Rally, DLTR Risks Before Earnings 10:53

4h ago10:53

10:53

Dollar General (DG) investors were happy to see a double-digit rally in shares after earnings. Arun Sundaram doesn't see those gains lasting. He points out the company's underperformance over recent years and a lack of in-store traffic growth as bearish signs for Dollar General. Ahead of Dollar Tree's (DLTR) earnings Wednesday, Arun notes the compa…

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SPX Trends Bullish "For Now," Silver Rally Signals Market Momentum 9:00

4h ago9:00

9:00

Kevin Green says only a quarter of stocks in the SPX opened in the green once the opening bell rang. The path to 6,000 will face headwinds, including a major resistance level at 5,940. However, Kevin points to silver's rally and outperformance to gold as a sign bulls are trying to retake market momentum. He later talks about trends in crude oil and…

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SIG Sparkles in Earnings, PINS & XYZ Move Higher on Upgrades 8:09

4h ago8:09

8:09

Signet Jewelers (SIG) rallied 10% after posting an earnings beat. Diane King Hall talks about the numbers catching investor interest and discusses ways the company is battling tariff uncertainty. Pinterest (PINS) saw some gains after the social media company got an upgrade from JPMorgan. Block (XYZ) got its own upgrade from Evercore ISI. ======== S…

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Watching Shipping Data for Trade Policy Impacts 10:57

4h ago10:57

10:57

Jeffrey Kleintop thinks the OECD is “not finished cutting” its growth expectations for this year. He gives some ideas around timelines for trade deals, noting that the way the Trump administration and China look at trade are very different, which will likely drag negotiations out even further. He’s watching shipping data and waiting for China shipm…

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CEG Power Rally on META Deal, DG Soars on Earnings 5:51

4h ago5:51

5:51

The A.I. power play is still alive. Meta Platforms (META) inked a 20-year deal with Constellation Energy (CEG) to buy power from its Illinois facility starting in June 2027. Jenny Horne turns to the path ahead for Constellation and similar companies with electricity demand intact. Jenny later turns to the discount store trade after Dollar General (…

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Hincks: "Be Careful" in Grind Higher, China "a Lot More to Lose" than U.S. 5:55

4h ago5:55

5:55

The OECD lowered the U.S. growth outlook to 1.6% from 2.2%, a figure Kevin Hincks considers low. Reporting from the Cboe Global Markets, Kevin explains why he sees the markets grinding higher into the summer. He warns investors to watch for economic data that can shake up the course to all-time highs. Kevin also talks about why China needs a trade …

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Options Corner: CRWD All-Time High Ahead of Earnings 4:00

4h ago4:00

4:00

Rick Ducat breaks down the chart of CrowdStrike (CRWD) as shares reach a new all-time high ahead of its 1Q earnings report. He highlights the strong V-shaped recovery, and the strong momentum fueling this cybersecurity stock's move. Rick later composes an example options strategy using a neutral-to-bullish put vertical trade. ======== Schwab Networ…

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Why Wayne Kaufman is Bullish on Market Resilience 6:43

5h ago6:43

6:43

Diane King Hall is joined at the NYSE set by Wayne Kaufman to discuss the current market landscape. Despite the choppy start to the month and ongoing trade tensions, Wayne remains bullish. He points to strong earnings growth as a key indicator. Wayne believes any weakness in June should be used to position ahead of 2Q earnings. He later talks about…

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U.S. Market Sentiment Shifts Amid Dollar Weakness and Trade Tensions 8:50

5h ago8:50

8:50

Richard Flynn discusses mixed sentiment towards U.S. markets from the U.K. perspective. Richard cites the weaker dollar and outperformance of international markets as investors reassess value of U.S. stocks. For the dollar, he doesn't see it as a harbinger of doom for the U.S. economy, but rather a sign of currency volatility. Lastly, Richard provi…

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OECD Cuts U.S. Growth Forecast, U.S. Dollar Bearish Outlook 8:20

5h ago8:20

8:20

Stocks are having a quiet start to the month of June, but tariff concerns continue to weigh on the economic outlook as the OECD cuts its U.S. growth forecast from 2.2% to 1.6%. Kevin Green explains why there is a divergence in 'hard vs soft' data, weakness in the U.S. dollar and key technical levels to watch in Tuesday's trading session. ======== S…

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Chart of the Day: PINS Bullish Call 3:39

5h ago3:39

3:39

Shares of Pinterest (PINS) are rallying after an upgrade from JPMorgan. Ben Watson looks at the the chart, which has seen a consistent recent uptrend, but has seen its long-term chart move sideways. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw…

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Stock Market Morning Minute: CEG, META, DG, SIG 1:36

6h ago1:36

1:36

Meta Platforms (META) becomes the latest tech giant to go nuclear in a deal with Constellation Energy (CEG), Dollar General (DG) shakes off tariff concerns, and Signet Jewelers (SIG) posts strong earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sch…

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Why Nvidia's Earnings Signal A.I. is Just Getting Started 49:00

18h ago49:00

49:00

The artificial intelligence trade has found renewed life. At the center of it all is Nvidia (NVDA). Rebecca Walser, Daniel Newman and Dan Ives provide their insights into A.I. and Jensen Huang's strong commentary after the chipmaker's latest earnings report. Diane King Hall and Nicole Petallides moderate the tech-focused conversation around all thi…

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Weisberg: Markets are ‘Defying Gravity’, Opportunities in META & More 9:41

20h ago9:41

9:41

“Volatility cuts both ways,” Ted Weisberg says – it can be positive or negative. He also cautions investors to remember that a lot of daily trading is driven by algorithms. He calls Meta (META) his “closet favorite” in the tech industry, but also likes GOOGL & ORCL. We “seem to go from one debacle” to another, but the good news is that the markets …

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Stock Market Today: 50% Steel Tariffs, AMZN Price Target Hike, CRWD All-Time High 1:56

21h ago1:56

1:56

What began as a day with some weakness ended with all major indices closing higher. President Trump doubling steel and aluminum tariffs led to the initial downside action. BofA boosted its price target on Amazon (AMZN) off bullish sentiment for its robotics and A.I. prospects. Crowdstrike (CRWD) also got a slew of price target hikes and hit a new a…

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The "Lipstick Effect:" Beauty Stocks Thrive Amid Consumer Challenges 7:30

21h ago7:30

7:30

Beauty stocks like Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) are defying consumer headwinds, but what does this resilience say about the broader market? Alexis Brown Roberts shares her take on the "lipstick effect" and what it means for the economy. She also discusses her firm's investment strategy, including their exposure to gold and why they're…

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APLD & CRWV Sign Data Center Lending Leases 3:09

21h ago3:09

3:09

Applied Digital (APLD) rallied close to 50% on the session after signing a 15-year, $7 billion deal with Coreweave (CRWV). That amount is three times the size of Applied Digital's current market cap. As George explains, the company will deliver 250 megawatts of IT workload to Coreweave's North Dakota data center campus. One concern George has: Appl…

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All Eyes on Labor & Inflation, Tax Bill's "Big, Beautiful" Balancing Act 7:39

21h ago7:39

7:39

Tariff and DOGE impacts on inflation and employment data still has yet to be seen, says Charles Schwab's Liz Ann Sonders. A hiring lag paired with low layoffs can still wave a warning flag to investors. Mike Townsend tells investors to watch developments on the "big, beautiful bill" the House recently passed. Mike says any significant changes to th…

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Bauer: Buy Gold, Sell Crude, Bitcoin Levels to Watch 7:24

21h ago7:24

7:24

Scott Bauer covers the commodities market. “You have to buy gold on any dip,” he says, “buyers are relentless.” Silver, he notes, has a lot of catch up to do. Moving to crude oil, he calls its gains today “surprising” but says it might’ve already been priced in. He also points to Canadian wildfires hurting producer capacity there as well. Regardles…

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Harburg: U.S. Will be Cautious on Trade in Case China Dumps Bonds 9:04

21h ago9:04

9:04

“Overall, things are getting better than they were,” argues Ben Harburg on tariffs and trade. He thinks Treasury Secretary Scott Bessent will be the one leading negotiations and that the U.S. will be a little cautious because of China’s outsized position in U.S. Treasuries. He looks at opportunities in Chinese stocks, from retail to food & beverage…

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ETFs to Watch as Investors Look for Safety 8:16

22h ago8:16

8:16

Cinthia Murphy names ETFs for traders and investors to watch. Equity demand has “really slowed down” from the start of the year as uncertainty sticks around, she notes. Instead, market participants are looking for diversification and safety, including in international equities. VXUS, SPIY and other funds are on her mind now. Looking at the bond mar…

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Dollar General (DG) Earnings Preview: ‘Great Defensive Play’ or ‘Expensive’? 5:37

22h ago5:37

5:37

Kristin Bentz and John Buckingham preview Dollar General (DG) earnings. Kristin calls it a “great defensive play for the consumer,” and likes “what they’re doing with SNAP and Instacart.” She also says it will do well within any economic downturn. John, on the other hand, sees a problem with valuation: it’s “expensive” considering its recent perfor…

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Options Corner: NVDA, BAC, ZBRA 7:48

22h ago7:48

7:48

Today's options corner turns to tech and banking when it comes to unusual trades. Rick Ducat turns to a Nvidia (NVDA) where he says "bullish" is an understatement. He also looks at a strangle options trade in Bank of American (BAC), and a bearish play on Zebra Technologies (ZRBA). ======== Schwab Network ======== Empowering every investor and trade…

1
SPX "Grind Higher" Likely, Bitcoin's Growing Respect & CRWD Before Earnings 7:54

22h ago7:54

7:54

Jerry Sneed talks about the worries investors had when the SPX dropped to 4,800 in April and why he sees the index climbing to 6,500 by year's end. While tariffs remain an overhang, Jerry sees a clearer runway to trade deals helping the market's outlook. On crypto, he sees Bitcoin's price action as a signal of growing investor reliance. Jerry also …

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Ives: "Biggest Value to Tesla is Ahead," NVDA to $250, "Steps Back" from Tariffs 10:41

23h ago10:41

10:41

"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I. is coming as it transitions from hardware to software. Autonomous driving is another industry Dan expects to boom with Tesla (TSLA) in the driver's seat. He sees the Big Tech giant reaching a $2 trillion market cap with its robotaxi and robot…

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Discount Retailers: DG & FIVE vs DLTR 7:52

23h ago7:52

7:52

Scott Mushkin highlights trends in discount retailers. He thinks the Dollar General (DG) earnings report tomorrow will be “fine,” but he is concerned about its outlook. He cites everything from competitors like Walmart (WMT) and Amazon (AMZN) to RFK Jr.’s MAHA push as worries into 2026. On the other hand, he is “intrigued” by Dollar Tree (DLTR), al…

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DG v. DLTR v. FIVE: Retailer Trade Down "Really Strong" 9:46

24h ago9:46

9:46

Dollar General (DG), Dollar Tree (DLTR), and Five Below (FIVE) all report earnings this week. LikeFolio's Landon Swan shows his company's data highlighting the winners and losers in the discount store space. However, as Landon explains, the "trade down" mentality for American shoppers isn't going away anytime soon. He also turns to Walmart (WMT) an…

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ISM Manufacturing PMI Hits ‘Lowest Level Since Financial Crisis’ 7:10

24h ago7:10

7:10

Mark Vitner and Susan Spence discuss May ISM Manufacturing PMI missing expectations. “It’s the lowest level we’ve seen since the financial crisis,” says Mark, but sees some resilience in manufacturing. “The uncertainty around the tariff whiplash is not good for business,” emphasizes Susan, and it would take months to turn around even if trade issue…

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Crude Oil Nearing “Massive Resistance” as Prices Rise 4:47

24h ago4:47

4:47

Phil Streible explains what’s driving crude oil’s rise as the price rises above $60/barrel. He says the OPEC+ production hike is smaller than expected, but “the question is” how many more hikes are ahead. Wildfires in Canada are limiting production there, and Russia was hit by a major Ukrainian offensive over the weekend. He sees “massive resistanc…

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The Big 3: CRM, ELF, GOOGL 13:08

24h ago13:08

13:08

Scott Bauer with Prosper Trading Academy expects to see a "cautious market" as macro uncertainty lingers but sees options opportunities for investors. He favors Salesforce's (CRM) current price and upside potential, sees a "very bearish" trade in e.l.f. Beauty's (ELF), and expects long-term bullish potential in Alphabet (GOOGL). Rick Ducat gives in…

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Tariffs Starting to Really ‘Affect Things on the Ground’ – What’s Next 7:18

24h ago7:18

7:18

Dean T. Smith looks at import data, saying tariffs have “really started to affect things on the ground,” and, “things are going to get worse before they get better.” Uncertainty is weighing on the market, he argues, and it’s making bonds looks like risky assets. He thinks rates could go “quite a bit higher” from here. He adds that it’s “entirely po…

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$1.2T for M&A on a ‘Stopwatch’: What Deals May Come 8:21

1d ago8:21

8:21

Dena Jalbert gives the outlook for M&A. She says lenders are having difficulty quantifying growth, making them more hesitant to support deals and leaving cash on the sidelines. Roughly $1.2 trillion has been raised in the private markets that’s looking to be deployed, she adds. “There’s usually a 50% leverage,” she notes, and that money has to be “…

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Biotech Bull Case, ABVX International Interest, JNJ & LLY Options Trades 14:31

1d ago14:31

14:31

"You cannot not believe in science," says Tsvetta Kaleynska. She sees biotech companies outperforming in 2025 despite a slow start to the year. Tsvetta argues investors need to understand that many companies don't just produce medicine, but also medical supplies, which contributes to profits. She sees Abivax (ABVX) as an international outperformer …

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AWS & Anthropic: AMZN A.I. Advancements Inspire Bullish Analysts 9:22

1d ago9:22

9:22

BofA became the latest analyst to increase its price target on Amazon (AMZN) to $248 from $230 with optimism Amazon's robotics and A.I. can increase warehouse efficiency. Marley Kayden talks about BofA's hike and how the Mag 7 giant's A.I. advancements can expand runways for other companies. Prosper TradingAcademy's Charles Moon offers an example o…

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Steel Stocks Soar on Doubled Tariff, BA Upgrade, Mixed Fintech Outlook 12:43

1d ago12:43

12:43

Several steel and aluminum companies like Cleveland-Cliffs Inc. (CLF) and Nucor (NUE) saw double-digit rallies after President Trump announced he will increase steel tariffs to 50%. Diane King Hall goes deeper into the developments. Boeing (BA) pushed higher after BofA upgraded the stock and gave the company a Street-high price target. Diane also t…

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Bianco: Expect "More of the Same," Rate Hike Possible & "Capped" Markets 11:08

1d ago11:08

11:08

Jim Bianco doesn't see tariff headlines swinging markets like they did in months prior. However, if 10-year treasury rates tick higher, Jim warns investors to brace for a "capped" stock market due to valuations. On interest rates, he says "everyone wants a rate cut badly," but a lack of weakness in inflation and employment only creates the argument…

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Options Corner: AMZN 4:19

1d ago4:19

4:19

Shares of Amazon (AMZN) are relatively flat ahead of Monday's open. The analysts at BofA raised the stock's price target to $248 from $230, keeping a Buy rating on its shares. For the technical perspective on AMZN's chart, Rick Ducat points to short-term relative performance among its simple-moving averages as something for traders to watch. Then, …

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CFRA Downgrades Big Banks JPM and BAC 5:27

1d ago5:27

5:27

Ken Leon says CFRA is still overweight the Financials sector, but his firm has downgraded JPMorgan Chase (JPM) and Bank of America (BAC) saying it was time to move to the sidelines on these individual stocks. Ken says near-term potential upside is limited for both big banks, and doesn't "see the needle moving" in a "muted quarter coming up." CFRA c…

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Corpina: Tariff Latest Shows "How Fragile" Markets Are 8:33

1d ago8:33

8:33

Jonathan Corpina joins Diane King Hall at the NYSE desk to discuss the state of China & U.S. trade talks. He says the latest headlines show "how fragile" the markets are, adding that "you gotta be very careful" if you're trading these headlines. Jonathan points to May's jobs report as something to watch but doesn't necessarily think it will move th…

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Chart of the Day: SHAK's Bullish Basing Pattern 3:00

1d ago3:00

3:00

Shake Shack (SHAK) shares are approaching key resistance levels after a 75% rally in the last 54 days. With the fast-casual restaurant stock outperforming the consumer discretionary sector, Rachel Dashiell highlights near-term support levels around $118 and $105-$110. ======== Schwab Network ======== Empowering every investor and trader, every mark…

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Trade Tensions Heat Up: Steel Rallies, BA Upgrade 10:49

1d ago10:49

10:49

A flare-up in U.S. and China trade tensions has futures under pressure. Jenny Horne kicks off the trading week with a look at the weekend's developments and latest uncertainty hitting the markets. Later, she examines the 50% tariff hike on steel imports which has companies like Cleveland-Cliffs (CLF) on the move. Meanwhile, Boeing (BA) gets an upgr…

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Stock Market Morning Minute: CLF, AMZN, BA 1:28

1d ago1:28

1:28

Steel stocks are on the move after new tariff hikes are set to take place. Amazon (AMZN) gets a price target hike at BofA. And, Boeing (BA) gets a small lift after an upgrade. Diane King Hall has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://s…

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Tech Corner: AMZN 8:09

3d ago8:09

8:09

While Amazon (AMZN) is known primarily as the ecommerce giant, it also plays a critical role in the tech space. George Tsilis goes deep on the technical analysis for Amazon, including its AWS cloud division, and potential headwinds it faces in a tariff-fueled environment. ======== Schwab Network ======== Empowering every investor and trader, every …

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Stock Market This Week: Tariff Volatility, NVDA & CRM Earnings 2:46

4d ago2:46

2:46

The holiday-shortened week ended with all four indices closing high, led by a 2% in the NDX. Trading sessions faced volatility in the form of tariff headlines, leaving investors with more questions around trade deals. Nvidia (NVDA) led earnings headlines with its mixed report, while Salesforce (CRM) traded lower despite posting stronger-than-expect…

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