Bedste Schwab-podcasts (2025)

1
Stock Market This Week: Fed Rate Unchanged, NVDA & MU Slip, BA Soars 2:44

16h ago2:44

2:44

The week closed with bulls gaining the edge over bears, snapping a four-week losing streak in the SPX and NDX. Much of the trading activity revolved around the Fed's latest meeting that resulted in unchanged interest rates. The A.I. trade remained shaky as Nvidia's (NVDA) GTC 2025 showings were unable to generate investor interest, combined with Mi…

1
Bulls Clinch Key Triple-Witching Comeback for SPX, TSLA 3:54

16h ago3:54

3:54

Bulls clinched a comeback from overnight selling in a key Friday rally as big tech led gains and the dollar and bonds continued to stabilize, says OJ Renick, who points to charts of $SPX and $TSLA for continued optimism. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette…

1
Overlooked Stock: LOPE 5:04

16h ago5:04

5:04

George Tsilis gives investors a lesson on Grand Canyon Education. The education services company is up 25% since last year despite education headwinds across the industry. George talks about what makes the company a "Trump trade" and dives into the fundamentals. ======== Schwab Network ======== Empowering every investor and trader, every market day…

1
Technical Levels to Watch in Silver, Copper, Bitcoin & More 8:17

16h ago8:17

8:17

Phil Streible reviews the week’s moves in commodities. He thinks gold has been trading largely on technicals as it has made new all-time highs this week. He also looks at the charts of silver and copper and explains his bullish reasoning. He sees bitcoin stuck in a range, but says the launch of Solana futures could bring more interest. ======== Sch…

1
Bonds Stall Amid Policy Uncertainty, Murky Fed Rate Cuts 5:16

16h ago5:16

5:16

"Wait and see" is the approach for the bond market, says Charles Schwab's Kathy Jones. Tariff and policy uncertainty is the main culprit behind the lack of conviction in movement, as Kathy points to the 10-year yield staying stuck between a 4.2 and 4.3 range. On the Fed, she expects a slowdown of hiring as a catalyst for more interest rate cuts. ==…

1
"Musk Negative:" TSLA's Elon Crisis Impacts Profits & Brand Sentiment 8:42

17h ago8:42

8:42

Ross Gerber says Tesla (TSLA) sentiment has gone from "Musk positive" to "Musk negative." He notes people who own Teslas are selling their cars to avoid brand association. Ross talks about what the company, and Elon Musk, need to turn the company around. He believes the CEO needs to separate himself from DOGE and focus on a Tesla turnaround strateg…

1
ACI Worldwide (ACIW) CEO on Critical Importance of Payment Processing & Company Outlook 6:34

17h ago6:34

6:34

Tom Warsop, CEO of ACI Worldwide (ACIW), a digital payments company, says his platform can handle “trillions of dollars” reliably every single day. His company handles things like wire transfers, debit card charges worldwide, and other similar transactions. “It’s imperative that banks…have the ability to process payments,” he says, explaining that …

1
‘Short VIX, Long Stocks’ Over Next Few Weeks 7:12

17h ago7:12

7:12

Jason Coogan puts the recent market downturn into perspective, noting a “lot of put buying” in the second half of February and explaining the impact of the higher VIX. “Short VIX, long stocks have a chance to play out really nicely over the next several weeks,” he says, although he’s more confident on the VIX side of the play. ======== Schwab Netwo…

1
MU Earnings: "Excellent Outlook" Against "Tough Market" 6:41

17h ago6:41

6:41

Micron (MU) sold off despite its initial post-earnings rally, something that Andrew Graham associates with the choppy market investors are dealing with. He wouldn't buy the stock short-term but would consider it once price "comes in" from current value. Dan Geltrude argues Micron is a buy at current levels, citing its "excellent outlook" in memory …

1
Johnson: A.I. Still Strong Despite NDX On Track for 5th Down Week 9:19

17h ago9:19

9:19

"The A.I. spend is real," says Cory Johnson, and he doesn't expect the trade for it to go away any time soon. He argues chipmakers like Nvidia (NVDA) are getting the attention now, but companies like Amazon (AMZN) are making A.I. investments worth watching. He later highlights software companies like Oracle (ORCL) leading the software innovation. =…

1
Market "On Sale:" META, AMZN & TJX Stocks to Watch 7:41

17h ago7:41

7:41

Andrew Arons believes markets are due for a rebound, calling current prices a "sale" for investors. He points to Meta Platforms' (META) 10-year low P/E ratio and Amazon's (AMZN) reach in the A.I. and retail baskets as bullish signs for the Mag 7 giants. As for TJX Companies (TJX), Andrew notes its response to tariffs as a strong signal of resilienc…

1
Ways to Leverage Inverse ETFs, Commodities Until "Overdue" Market Rally 8:52

17h ago8:52

8:52

Chris Vermeulen is bearish on mega and small caps until there's clear indicators the markets will rally off current levels. He urges investors to look into inverse ETFs as a way to play on bearish action. On volatility, Chris expects commodities like gold to move higher, expecting the metal to reach $3,200. ======== Schwab Network ======== Empoweri…

1
Tech Corner: MSFT 5:28

17h ago5:28

5:28

Azure & Office parent company Microsoft (MSFT) is the subject of this week's Tech Corner. George Tsilis breaks down the company's strong fundamentals, strategic A.I. investments and growth prospects. With intensifying A.I. competition and heavy capex in the space, George points to Microsoft's valuation at a compelling forward multiple. ======== Sch…

1
Dhiab: NVDA Building Infrastructure of the Future, Cheap Price Tag 8:04

17h ago8:04

8:04

Hatem Dhiab says Nvidia (NVDA) is taking the steps needed to lead A.I. innovation for years to come. He argues it has been "hard to impress" Nvidia investors due to macro headwinds and uncertainties the company is tied to. Hatem believes heavy selling in the company's stock makes it more attractive of a buy than recent months. ======== Schwab Netwo…

1
Lai: NKE Needs Refocus on Core Consumer, Macro Pressures on Turnaround 9:49

18h ago9:49

9:49

"Nike (NKE) is still an iconic brand," says Amanda Lai, but she warns of the headwinds it faces. It became evident after its earnings, which Amanda says showed beats from last quarter, but sales still slipped year-over-year. She argues the company needs to refocus on its core consumer as the athleisure landscape changes. ======== Schwab Network ===…

1
TSLA "Light Years" Ahead of Competition, A.I. Key to Unlocking Upside 9:07

18h ago9:07

9:07

Tesla's (TSLA) potential to turn its massive fleet of cars into fully autonomous robotaxis is what makes its stock so appealing to LikeFolio's Andy Swan. The "asymmetric" upside to Tesla is something he believes despite rising competition from companies like BYD Co. (BYDDY). When it comes to the company's humanoid robotics goals, Andy considers tha…

1
CCL Tied to SPX, Cruising on "Strong" Earnings 9:08

18h ago9:08

9:08

Frances Stacy says Carnival's (CCL) ties to technicals in the SPX make it a stock to watch as the index struggles to lift higher. She notes support at September-lows as a positive sign for Carnival. As for its earnings, Assia Georgieva believes Carnival is more "insulated" from competitive pressures compared to peers like Royal Caribbean (RCL). How…

1
The Big 3: DASH, META, ASDK 14:48

18h ago14:48

14:48

As uncertainty continues to grip markets, Prosper Trading Academy's Charles Moon turns to three stocks he's confident will rebound to former all-time highs. He talks about the signs of reversal he sees in Doordash (DASH), Meta Platforms (META) and Autodesk (ADSK). Kevin Green turns to the technical trends he sees in the charts. ======== Schwab Netw…

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Bearish TSLA Case & ‘Beware’ Retail & Housing 8:13

18h ago8:13

8:13

George Noble is bearish on Tesla (TSLA), along with TAN, XRT, and XHB. He also says to “beware” of retail and housing stocks, expecting more pain to come. On the other hand, he likes gold and silver, and companies related to that sector. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market…

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Mag 7 Options Trades: META & MSFT 8:27

21h ago8:27

8:27

Tom White drops in to today's Daily Trader with a pair of megacap tech stock trades. For Meta Platforms (META), Tom uses a put vertical strategy to demonstrate an example options trade. Then, he utilizes a broken wing butterfly to compose a bullish trade in Microsoft (MSFT). ======== Schwab Network ======== Empowering every investor and trader, eve…

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NVDA, TSLA & MSFT: Charting Mag 7 Names to Watch 12:24

21h ago12:24

12:24

Last week was yet another rough one for Big Tech. Nvidia's (NVDA) GTC 2025 conference didn't inspire a rally, while Microsoft (MSFT) and Tesla (TSLA) continued to trend lower. Kevin Green points out levels to watch this week in three of the market's biggest companies while Jenny Horne breaks down the news flow surrounding them. ======== Schwab Netw…

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SMCI Gathering Analyst Optimism as A.I. Skepticism Builds 11:46

21h ago11:46

11:46

Supermicro (SMCI) got an upgrade from JPMorgan Chase to neutral from underperform, giving the stock a bump higher this morning. Jeff Pierce notes the rally comes amid skepticism across the tech sector, as Supermicro itself recovers from its major sell-off following accounting uncertainties. There's added uncertainty as Jeff points to Nvidia (NVDA),…

1
Meli: Fed’s ‘New Goldilocks Scenario’; Federal Spending Cuts Hurt GDP 10:37

22h ago10:37

10:37

Ali Meli thinks the Fed is trying to create a “new Goldilocks scenario.” He doesn’t think the administration can make the trillion-dollar cuts to spending they promised. He also thinks it’s “up for debate” whether the cuts they can make will actually help the economy, since they will reduce GDP. ======== Schwab Network ======== Empowering every inv…

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NKE Post-Earnings Slide, FDX 52-Week Low, LEN Continues Housing Weakness 6:24

22h ago6:24

6:24

It's red arrows across the board for earnings movers this morning. Diane King Hall notes Nike's (NKE) report, which signals an expected decline in sales outlook. Nike's selling action wasn't as heavy as FedEx (FDX) opening at 52-week lows off its report and analyst commentary saying the company is prone to recession. Lennar (LEN) also opened lower …

1
Butowsky: 'Shocked' CCL is Lower After Earnings, CCL & RCL Options Trade 8:50

22h ago8:50

8:50

Ed Butowsky says Carnival (CCL) is still a buy despite its post-earnings action to the downside. He believes the company joins its cruise line peers in sailing off tailwinds later in the year. Tom White offers example options trades in Carnival and Royal Caribbean (RCL). ======== Schwab Network ======== Empowering every investor and trader, every m…

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Triple Witch Volatility & SPX 20-Day SMA Bear Cross 9:20

22h ago9:20

9:20

Today's "triple witch" in options can offer a signal for market direction, says Kevin Green. He tells investors to brace for volatility in what's expected to be the highest volume day of the month. As for the SPX, Kevin points to the index's 20-day SMA dipping below the 200-day SMA as another bearish signal for investors. ======== Schwab Network ==…

1
Mueller: Think Long-Term & Seek Discounts 10:01

22h ago10:01

10:01

Patrick Mueller says, “Unless you’re retiring today,” you should be thinking long-term on the markets. With the market sell off, he thinks that people should be buying stocks like TSLA “on a discount.” However, he also says that “everyone should be diversified out of the stock market” in assets like gold or silver. ======== Schwab Network ======== …

1
Investors Signal Risk Off, "Policy Imbalance" Complicates Markets 6:53

23h ago6:53

6:53

Policy and tariffs continue be the biggest yellow flag waving over markets, says George Tsilis. He points to a "policy imbalance" that complicates the Fed's interest rates expectations, leaving investors confused on which direction markets will move. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe …

1
MU Fades Post-Earnings Rally, A.I. Trade Remains Shaky 4:32

23h ago4:32

4:32

Micron (MU) had a runaway earnings report after hours Thursday that investors welcomed. Its 6% rally since faded to the red in Friday's premarket trading. Jenny Horne discusses what's happening with the reaction to Micron's earnings and what it means for the A.I. trade ahead. ======== Schwab Network ======== Empowering every investor and trader, ev…

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Allocation Over Dollar Cost Averaging: Looking at the Long Term 7:03

23h ago7:03

7:03

Marc R. Schechter focuses on long-term allocation, saying he’s “not confident” in his own thinking on the short-term. Rather than buying into the market while it’s down and dollar cost averaging, he instead prefers to look at the composition of the portfolio: stocks, bonds, etc., and decide whether the allocation to each is still balanced. He also …

1
Options Corner: SMCI Implied Volatility Key 6:13

23h ago6:13

6:13

Tom White brings the technical analysis, fundamental history and an example options trade in Supermicro (SMCI). Looking at a 3-year chart, Tom says the longer-term performance provides important context to current share price levels. In terms of an example trade, Tom utilizes a call butterfly strategy with a bullish stance in SMCI ahead of its late…

1
Silver: "Sentiment is Putrid" & Mag 7 Investors "Buying the Dip" 6:46

23h ago6:46

6:46

Caleb Silver says we're no where near a recession, but market sentiment is at some of the lowest levels he's seen in years. In the tech sector rotation, he says individual investors are buying the dips on some of the biggest mega-cap tech stocks. Caleb sees a difference between global fund managers and individual investors driving a mismatch in mar…

1
Gold All-Time Highs, Crude Oil "Supply & Demand Problem" 4:41

24h ago4:41

4:41

Scott Bauer joins Morning Movers with his perspective on a jittery market so far in 2025. He expects the continued "buy the dip" mentality to permeate throughout, pointing to the staircase pattern in performance year to date. For gold, he discusses reasons the "flight to safety" commodity has reached new all-time highs. Then, Scott says energy dema…

1
Reddy: "Uncertainty of Tariffs" Biggest Problem to Solve for NKE 6:45

24h ago6:45

6:45

Ram Reddy laces up and looks at Nike (NKE) earnings. Following commentary from the company's CEO saying "we are on the right path," Reddy cautions that tariff policy could significantly impact the company moving forward. In terms of competition like Hoka and On Holdings (ONON), Reddy believes "it will take time" for Nike's strategy to be reflected …

1
MU, FDX Struggle Despite Earnings Beats: Triple Witching Adds to Volatility 9:15

24h ago9:15

9:15

Kevin Green explains that while Micron's (MU) revenue and adjusted EPS guidance exceeded expectations, the gross margin outlook is the main concern, with the company citing higher-than-expected expenses to develop new chips. Meanwhile, FedEx (FDX) is also under pressure, down 8% in pre-market, after the company reported a revenue beat but lowered i…

1
Chart of the Day: ACN Earnings Mover 3:17

24h ago3:17

3:17

Rachel Dashiell wraps up the week with a technical examination of Accenture (ACN). The company gapped down after its latest earnings report, which Rachel shows the retracement back to levels not seen since last summer. On a longer-term 4-year chart, she highlights a 2-year long consolidation pattern taking place with a $100 range between resistance…

1
Stock Market Morning Minute: FDX, NKE, LEN 2:05

24h ago2:05

2:05

FedEx (FDX) slips after lowering guidance. Nike (NKE) looks to rebound amid tariff uncertainty. And, Lennar (LEN) reports better-than-expected first quarter numbers. Tom White looks at a trio of earnings movers to kick off Friday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the…

1
Stock Market Today: MU Surges, AAPL Changes A.I. Lead, DRI Rallies 2:34

1d ago2:34

2:34

Stocks got an early rally but faded by the session's closing bell. One stock that managed to rally after hours: Micron (MU), which posted an earnings beat that impressed investors. Darden Restaurants (DRI) tapped a 52-week high despite sharing concerns over its lower-income consumer base. On the Mag 7 front, reports say Apple (AAPL) will undergo le…

1
Signs of Hope for Stocks in MU & TSLA, DXY 3:44

1d ago3:44

3:44

Stocks couldn't hold a rally Thursday but there's still signs of hope, says OJ Renick, with the dollar stabilizing and $MU earnings catching a bid after-hours. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app …

1
EARNINGS ALERT: MU, FDX 10:08

1d ago10:08

10:08

Kevin Green and Caroline Woods join Oliver Renick with immediate reaction to a pair of earnings names with opposite earnings moves: Micron (MU) and FedEx (FDX). Micron's 2Q report showed better-than-expected numbers across the board, leading to a postmarket pop in the stock. Meanwhile, FedEx failed to impress investors as shares tumbled. ======== S…

1
EARNINGS ALERT: NKE 6:21

1d ago6:21

6:21

As the stock was trading near its year-lows, Nike (NKE) hopped off those levels following its earnings report. The company posted a beat but George Tsilis believes the company has more ground to run before reclaiming its former glory. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi…

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Uncertainty Hangs Over Fed, Inflation Needs to Stall for Rate Cut 5:16

1d ago5:16

5:16

Cooper Howard with Charles Schwab expects the Fed to continue cutting rates throughout the year. The rate of which will vary on data. Cooper notes hard data is coming in okay but soft data remains a factor for the Fed. He says inflation needs to slow for the FOMC to confidently cut interest rates beyond current expectations. ======== Schwab Network…

1
QRFT & AMOM ETFs & A.I.-Assisted Tech Investment 7:35

1d ago7:35

7:35

Justin Tam from Qraft discusses the QRFT ETF and its A.I. guided investing strategies. “We’re still fairly positive on the tech trade,” but the ETF is also diversifying into energy and other sectors in March. Top holdings now include META, GOOGL, TSLA, and AVGO. He also describes their AMOM ETF, which is focused on momentum and also uses A.I. techn…

1
SPX Shooting Star's Bearish Signs, Expect High Volume Friday 8:57

1d ago8:57

8:57

This morning's ramp higher in the SPX was faded by the end of the day, but the index managed to close off the lows. Kevin Green says Friday will offer a chance for buyers to step in on what's expected to be a high-volume trading session. However, a shooting star pattern in the index signals concerns for the bulls. ======== Schwab Network ======== E…

1
Better.com (BETR) CEO on Potential March Real Estate Surge 7:50

1d ago7:50

7:50

Vishal Garg, CEO of Better.com, points to the climbing debt-to-income ratio of homebuyers as a source of the affordability crisis. However, he thinks an increase in February Existing Home Sales could be due to people deciding that they will “buy what they can now” and refinance later. He notes an increase in demand at Better.com kicking off the fir…

1
NVDA "Ground Zero" for A.I., UBER Ride-Share "Main Player" & Growth Turbulence 7:58

1d ago7:58

7:58

Anything growth-related is "taking it on the chin" so far in 2025, says Allan Boomer. He argues "no one wants to see all the volatility" in a growth-centric environment. That said, Allan believes Nvidia (NVDA) is a "profit machine" that has more room to run. He also notes Uber Technologies (UBER), Sempra (SRE) and Raymond James (RJF) as other stock…

1
DRI Earnings Breakdown: the ‘Sweet Spot of Value vs Price’ 6:00

1d ago6:00

6:00

Dan Ahrens and Lisa Flicker review Darden Restaurants (DRI) earnings. “There’s a lot to like” overall, says Dan Ahrens, noting that his restaurant ETF EATZ has DRI as its second-largest position. He argues they’ve found the “sweet spot of value vs price” in its portfolio, which includes Olive Garden. Lisa adds that “they do such a good job of retai…

1
Healy: Real Estate is Finally Seasonal Again 8:37

1d ago8:37

8:37

Rogers Healy emphasizes that “real estate is usually seasonal” as he looks at the latest Existing Home Sales, and February’s rise is reflective of the spring buying season. While a surge of people left big cities like NYC or LA during the pandemic, Rogers says that the trends are turning around: “people miss Manhattan.” He also describes the major …

1
Europe's Defense Rally & EU Readying to Offset U.S. Tariffs 7:27

1d ago7:27

7:27

Charles Schwab's own Jeffrey Kleintop offers a deep dive into the developing international picture. He notes rate pauses from the Bank of England, Bank of Japan and the Fed signals the end to a worldwide rate cutting cycle. He adds that Germany's booming defense spending didn't just offer an investment opportunity, but a way for the EU to offset lo…

1
Former Mizzou Tiger Discusses Basketball's Slam Dunk for Businesses 5:53

1d ago5:53

5:53

Kenge Stevenson, former forward for the Missouri Tigers, talks about the ways businesses will benefit from this spring's basketball tournaments. He expects advertiser revenue to catapult over the coming weeks. Kenge points to the ways money is spent and who gets the profits as millions tune into the sport's highlight tournaments. Schools can reap i…

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