Best Strong Points Weak Podcasts (2025)

1
Upgrades & Downgrades: EL Jumps, OKLO Falls, COIN's Bullish Price Target 11:57

Play Pause

12m ago11:57

11:57

Estee Lauder (EL) shares jumped after Deutsche Bank upgraded the stock to buy from hold and raised its price target to $95 from $71, citing the company's progress in diversifying its business beyond China and travel retail. Meanwhile, Oklo (OKLO) fell sharply as Craig-Hallum downgraded it on an "unchartered regulatory path." And, Coinbase (COIN) ro…

1
Stock Market Today: Iran Hostilities, TSLA Robotaxi, AMD Rally, KBH Mixed Earnings 2:35

24m ago2:35

2:35

Equities closed higher Monday as investors reversed weekend volatility following U.S. bombings of Iranian nuclear sites. Crude oil prices plummeted while 10 of 11 S&P 500 (SPX) sectors posted gains. Meanwhile, Tesla (TSLA) rallied after its Robotaxi debut in Austin. AMD Inc. (AMD) notched a slight gain after an upgrade at Melius Research. And, KB H…

1
Consumer Spending Shifts: Cash-Strapped Americans Embrace 'Better for You' Brands Like GIS & KHC 5:59

27m ago5:59

5:59

Rogers Healy says two consumer trends are defining the year so far. First, cash-strapped Americans are dialing back on non-essential spending due to rising prices and economic uncertainty. Second, the "better for you" movement is here to stay, with shoppers demanding more transparency from brands like General Mills (GIS) and Kraft Heinz (KHC), whic…

1
EARNINGS ALERT: KBH 6:16

41m ago6:16

6:16

George Tsilis reacts to KB Home (KBH) 2Q earnings as shares of the homebuilder drop after a better-than-expected top and bottom line earnings beat. However, George points to the home deliveries down 11% as a negative on the stock's price. He adds that higher mortgage rates, tariff costs on supplies and lower volumes could also be impacting KBH's sl…

1
Martin: Bond Market Looking For Direction from Fed Policy 6:31

7m ago6:31

6:31

On Monday's Charles Schwab Big Picture panel, Collin Martin reacts to commentary from several Fed officials that suggest a bigger dovish voice may be heard in the FOMC's July meeting. He adds that his perspective hasn't changed saying a September cut is more likely, adding that recent data doesn't appear to be enough to justify a cut in July. Colli…

1
Crude Oil's Surprise Downside Move, Fundamentals Point to "Ample" Supply 9:03

10m ago9:03

9:03

Scott Bauer says "there's plenty of oil to go around" and is shocked by the downward move in crude oil prices during Monday's trading session. He believes investors should be very careful on the short position with crude oil because "things are not over" but he's unsure if a $100-$120 crude oil is possible. Turning to metal commodities, Scott react…

1
Technical Upside Breakthroughs for SPX, Bulls Could See Follow Through 5:14

15m ago5:14

5:14

Kevin Green looks at intraday levels within the S&P 500 (SPX) and points to the $6020 level as upside resistance, calling the day overall "decent." He says options activity suggests "cooler heads may prevail" after today's strikes, and adds that FOMC members around a possible July rate cut could also accelerate positive market outlook for investors…

1
Westly: Look for Paying Robotaxi Customers, TSLA Launches in New Cities 9:33

23m ago9:33

9:33

Tesla's (TSLA) got some catching up to do, says Steve Westly. He thinks the Robotaxi event was well received, pointing to the share price reaction. But, now Steve's wondering how long Tesla will take to have paying customers, launch in new cities, and go through regulatory hurdles that companies like Waymo have already been through. He also points …

1
Defense, Energy & Crypto: Reason to Be Bullish 7:52

26m ago7:52

7:52

Barbara Goodstein sees some standout opportunities in a few select groups of the market including defense, energy and crypto. Within the defense space, she points to the VanEck Defense ETF (DFNS) as well as General Dynamics (GD) and Rolls Royce (RYCEY) as ways to play that group. For energy, Barbara highlights U.S. energy independence as a reason w…

1
Market Volatility: Buy the Dip in Tech, Financials, and Industrials 7:28

29m ago7:28

7:28

Gene Goldman discusses the recent market volatility, attributing it to geopolitical tensions and the Fed's potential rate cuts. He expects the S&P 500 to rise, despite concerns, citing a reduced terrorism threat in the Middle East, a solid labor market, and moderating inflation. Goldman recommends a "buy the dip" strategy, particularly in technolog…

1
Bull Run Ahead: Tech, Financials, and Smallcaps on the Rise 6:45

31m ago6:45

6:45

Ed Siddell believes investors are looking past short-term market volatility and instead, focusing on the long-term picture, which he thinks could be the start of a new bull run. He attributes this confidence to the potential passage of the reconciliation bill, which would extend current tax cuts, and the expected deregulation that would follow. He …

1
GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue" 8:16

33m ago8:16

8:16

Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR. Chandan discusses the smart solutions technology offerings his company provides, and he included an update on ongoing …

1
KBH: Headwinds Persist for Homebuilders 6:00

35m ago6:00

6:00

KB Home (KBH) reports its numbers after the bell today, but don't expect a home run. With mortgage rates still near 7%, the housing market faces headwinds. Melissa Armo and Michael Singleton share their takes on the homebuilder's prospects, citing concerns over revenue, margins, and profits. They also weigh in on peers like DR Horton (DHI) and Lenn…

1
Weight Loss Woes: Hims & Hers (HIMS) Shares Under Pressure 4:40

1h ago4:40

4:40

Hims & Hers (HIMS) shares are reeling after Novo Nordisk (NVO) severs its weight-loss drug relationship with the telehealth company. NVO claims HIMS was marketing knock-off weight loss drugs using "deceptive promotion" tactics. George Tsilis weighs in on why HIMS is down 30% on the news, and how it impacts the company's personalization care busines…

1
Dhiab: "Need More Data" on TSLA Robotaxi 8:01

17m ago8:01

8:01

Hatem Dhiab says he "doesn't want to rain on anyone's parade" but following Tesla's (TSLA) Robotaxi event in Austin he's left looking for more data. Hatem points to the geofenced restrictions on its vehicles and the presence of human monitors as potential question marks, and compares the physical structure of Tesla's cars to that of Waymo's. Later,…

1
FOMO: OKLO Downgrade 5:49

21m ago5:49

5:49

After surging to all-time highs last week, shares of Oklo (OKLO) have fallen sharply. Marley Kayden joins Next Gen Investing to examine the nuclear energy's stock and a recent downgrade from Craig-Hallum. The firm cut its rating to a hold from a buy, but raised its price target to $59 from $43. As Marley details, the analyst is uncertain about OKLO…

1
CCL: Strong Earnings but Headwinds Loom 8:08

11m ago8:08

8:08

Carnival (CCL) shares are up more than 40% over the last year, but have pulled back from recent highs. Despite this, the company's record earnings and strong forward-looking booking mentions are positives. However, Likefolio's Megan Brantley notes that CCL's high debt-to-equity ratio and exposure to budget-conscious consumers could be headwinds. Ad…

1
The ‘Wild Cards’ Hiding in the Market 8:08

13m ago8:08

8:08

Russell Hackmann is positive on the market despite “wild cards” ahead. He says it would be “great” if crude oil stays between $70-$73 but discusses what could bring oil above $100/barrel. He also talks about Jamie Dimon’s warnings about the bond market cracking. He is “very concerned” about the long-term impacts of the U.S. deficit and thinks inves…

1
Housing Market Uptick Masks Underlying Weaknesses 6:07

17m ago6:07

6:07

Existing home sales rose 0.7% in the latest month, but beneath the surface, weaknesses persist due in part to high mortgage rates. Bankrate's Stephen Kates and First American Financial Corporation's Mark Fleming join the conversation to break down the state of the housing market. They discuss how demographic trends, such as an aging population "agi…

1
The Big 3: CRSP, OKLO, GME 13:35

19m ago13:35

13:35

Mike Shorr looks to manage risk levels in his 3 example options trades. For Crispr Therapeutics (CRSP), he's looking at low-implied volatility in the gene-editing biotech company. For nuclear energy company Oklo (OKLO), Mike says the pullback to a 20-day moving average could be a reason to get into the stock ahead of August earnings. And, lastly, h…

1
Looking for Safety When Bonds Aren’t Hedging Stocks 6:26

21m ago6:26

6:26

Jeffrey Small explains why the market didn’t have an outsized reaction to the U.S. bombing Iran. He thinks a melt-up could occur in the S&P 500 before the end of the year, and walks through his “best-case scenario” for the year. He prefers to buy companies outperforming on their bottom line, saying bonds no longer really work as a hedge for equitie…

1
Inside Out: "Difficult Environment" for Homebuilders 10:31

19m ago10:31

10:31

KB Home (KBH) shares are down ahead of its 2Q earnings report. David Trainer says his firm is more neutral on KBH compared to several of its peers, saying it "doesn't have much upside when things get better again." David believes it's a difficult period and "difficult environment" for homebuilders now with higher costs and higher rates. Later, Tom …

1
Navigating Volatility in Small Caps 8:04

14m ago8:04

8:04

Dann Ryan looks at the small cap space and highlights opportunities for investors. He warns that small caps can carry heavier debt levels with higher interest rates, and the Russell 2000 tends to be the most volatile part of the market. He allocates around 10% of his portfolio to small caps and sees a “rocky road ahead.” He likes utilities and more…

1
CCL Earnings On Deck: What to Watch in Cruise Earnings 9:13

22m ago9:13

9:13

Ahead of tomorrow's earnings report, Marley Kayden previews Carnival (CCL) numbers. She discusses the state of discretionary spending by U.S. consumers, as people spent on travel and leisure expeditions. Marley notes that analysts have raised their CCL price targets over the last 2 weeks, indicating a bullish sentiment remaining on the Street. Then…

1
HIMS Plummets, AMD Upgrade, DASH 3-Year High 8:19

16m ago8:19

8:19

Diane King Hall joins Nicole Petallides at the NYSE to focus on several early movers in Monday's trading session. Hims & Hers (HIMS) shares drop on news that Novo Nordisk (NVO) will no longer allow the telehealth company to sell its weight loss drug Wegovy. AMD Inc. (AMD) gets a bullish note out of Melius Research as the analyst upgraded it to a bu…

1
SPX Needs 6000 to Stabilize, Eyes on Oil & Yields 6:59

21m ago6:59

6:59

Stocks are trying to find their footing after this weekend's escalation in Iran. Kevin Green says the S&P 500 (SPX) needs to hold above 6000 to avoid more selling. He's watching for volatility as investors gauge any developments out of Iran, and adds that a break below 5950 could trigger more selling. KG believes crude oil faces headwinds breaking …

1
U.S. is the ‘Center of Global Uncertainty’, Look Outside 12:44

7m ago12:44

12:44

Jay Pelosky says the market is “giving us real signals” amongst the noise. He compares the market’s reaction to the U.S. attacking Iran vs other “crises” of the past. “The U.S. is kind of the center of global uncertainty, and folks are over-allocating to the U.S.” he argues. Because of this, he sees big opportunities in international markets and gl…

1
Analysts React to TSLA Robotaxi Event, AAPL Eyes A.I. Takeover 6:23

10m ago6:23

6:23

Jenny Horne describes the analyst community response to Tesla's (TSLA) Robotaxi launch in Austin. She discusses the range of bullish to tepid responses to its self-driving technology launch, including Wedbush's Dan Ives simply saying "this is the future" after attending the event. Then, Jenny looks at reports of Apple (AAPL) considering takeover bi…

1
Economic Response to Escalation in Iran: Crude Oil, Equity Futures 7:04

12m ago7:04

7:04

Kevin Hincks reporting from Cboe Global Markets discusses what impact investors and traders can expect to see as they gauge response to U.S. bombing several key Iranian nuclear sites. As he spoke ahead of Monday's open, equity futures rallied back to positive territory with crude oil flattening back to the unchanged line. Kevin cautions that market…

1
Booth: Fed Needs to Focus on Employment Mandate 8:36

1h ago8:36

8:36

Danielle DiMartino Booth says "everything is pointing to weakening labor" which is heightening pressure on jobseekers. She discusses Fed Governor Waller's recent dovish commentary suggesting a rate cut could come as soon as July. Danielle maps out possible next steps for the Federal Reserve, and believes Chairman Jerome Powell should help move the …

1
Options Corner: AMD Upgrade & Trade 5:00

5m ago5:00

5:00

Melius Research upgraded AMD Inc. (AMD) to a buy from a hold rating, with a price target now set at $175. With the analyst's bullish move in mind, Tom White dissects the technical picture taking shape on AMD's chart. Later, he demonstrates a bullish call vertical example, using the August 1st strikes in his example trade. ======== Schwab Network ==…

1
"Red Flags" in U.S. Housing Market 6:35

15m ago6:35

6:35

Erin Sykes joins Morning Movers at the NYSE desk to discuss the health of the U.S. housing market. She says there are some "red flags" flying in Florida, but discusses the affordability of the New Jersey market compared to New York. Erin explains why Florida property taxes are weighing on the valuation and affordability facing many homebuyers. She …

1
Chart Master: WYNN Bullish Initiation 3:27

6m ago3:27

3:27

JPMorgan's analyst initiated coverage of Wynn Resorts (WYNN) with an overweight rating and $109 price target. With that firm's call in mind, Rachel Dashiell breaks down the technical patterns taking place on the gaming stock. She indicates a possible cup and handle formation is taking place, looking at price coiling forming a triangle between $85-$…

1
U.S. Bombs Iran Sites: Crude Oil Prices Climb 8:17

10m ago8:17

8:17

Following this weekend's news that the U.S. bombed several Iranian nuclear sites, investors are grappling with new questions and volatility ahead of Monday's open. Kevin Green joins Diane King Hall to discuss the macroeconomic ripple effects from U.S. intervention and possible retaliation from Iran, including a blockade of the Strait of Hormuz. KG …

1
Stock Market Morning Minute: TSLA, AMD, DASH 2:03

17m ago2:03

2:03

The Robotaxi has arrived as Tesla (TSLA) launches the self-driving vehicles in Austin this weekend. AMD Inc. (AMD) starts the week with an upgrade. And, Raymond James upgrades DoorDash (DASH) to a strong buy rating. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma…

1
End of Day Report – Monday 23 June: ASX 200 drops 31 | CBA at record helps 11:32

2h ago11:32

11:32

ASX 200 fought back to close down only 31 points at 8475 (0.4%). Banks once again the swing factor as , with gold miners sold off despite geopolitical rose 1.0% and the Big Bank Basket better at $284.86 (). Insurers better, QBE up 0.3% with REITs easing, VCX down 0.8% with other financials easing. MFG off 3.8% and ASX down 0.8%. Industrials weaker …

1
Pre-Market Report – Monday 23 June: US futures ease on Iranian bombing | Oil up slightly 11:42

9h ago11:42

11:42

Wall Street edged down as the Israel-Iran conflict continued to weigh on markets. Iran said it would not discuss the future of its nuclear program while under attack by Israel. Will be the headlines for the foreseeable future. S&P 500 down 0.22%, down 0.15% this week. Nasdaq down 0.51%, up 0.21% this week. Dow rose at open, but fell throughout the …

1
Casual Dining Trends: Chili’s Leading Restaurant Visits 6:27

12h ago6:27

6:27

RJ Hottovy walks through the casual dining trends of the year. He says that demand has normalized and visitation trends have stabilized as consumers play “wait and see” with tariffs. The value proposition is what’s keeping casual strong. Chili’s, owned by Brinker (EAT), is seeing strength. He also looks at Darden Restaurants (DRI), which just repor…

1
Keith’s Modern Energy Picks: HUBB, MPWR, BEPC 10:13

16h ago10:13

10:13

Lori Keith gives insight into the future of energy demand and investments into modernizing the U.S. electric grid. She says Hubbell (HUBB) is providing the “picks and shovels” for these “mission critical” operations. She also highlights Monolithic Power (MPWR) for efficiency and AI use, as well as Brookfield Renewable (BEPC). “Renewables is a centr…

1
Upgrades, Bullish Analyst Moves: Chart Patterns for NFLX, MDLZ, CAT 11:27

1d ago11:27

11:27

Netflix (NFLX) gets a price target hike to $1,500 at Wells Fargo. Rick Ducat and Kevin Green break down the technical perspective for the streaming giant, and what is behind the bullish target. Then, the duo dissect similar analyst moves for Mondelez (MDLZ) and Caterpillar (CAT) as both receive new bullish notes from the Street. ======== Schwab Net…

1
Tech Corner: NFLX Dominating Streaming 6:41

1d ago6:41

6:41

Netflix (NFLX) shares have skyrocketed higher so far in 2025. The leader in streaming media services continues to push the envelope in A.I. technology, ad-tiers and experimentation with various content offerings. George Tsilis dissects Netflix from a fundamental and financial perspective before pointing to the bullish trends on its chart. ======== …

1
Lundgren: We’ve Been in Bear Market Since 2021, ‘Perfect Storm’ Coming 10:48

1d ago10:48

10:48

“The structural underpinnings of the market are actually quite weak,” warns David Lundgren, “We call it the perfect storm.” He explains why, looking at trends and market breadth. “There is a massive disconnect” in the S&P 500, he argues, comparing it to a shell game and saying we’ve been in a bear market “since 2021.” ======== Schwab Network ======…

1
Kroger (KR) ‘Insulated’ From Tariffs & Might See ‘Positive’ Effect 7:12

2d ago7:12

7:12

Bill Kirk breaks down Kroger (KR) earnings. The stock rallied after the report, and Bill calls it the “best identical store sales quarter in two years.” He thinks Kroger can gain from consumers switching away from eating out to buying groceries and calls them “insulated from tariffs.” He gives reasons for why alcohol and snacks are underperforming …

1
3Q Investing Outlook: Why Farmer Likes PEP, TMO, UNH 9:59

2d ago9:59

9:59

Karl Farmer says investors have to "be comfortable with short-term volatility" as the markets approach the 3Q. He's looking to any modifications coming to the Trump Administration's 90-day tariff pause for further clarity to escape the elevated volatility from 2Q. In terms of stock picks, Karl likes PepsiCo (PEP), Thermo Fisher Scientific (TMO) and…

1
Darden's Olive Garden Lifts Restaurant Stock 9:28

2d ago9:28

9:28

Darden Restaurants (DRI) beat on its top and bottom-line earnings metrics, and touched a new 52-week high. Its strong same-store sales and in-line guidance stood out in its latest earnings report. Dan Ahrens and Eric Clark join Sam Vadas with a full breakdown of its earnings and the broader restaurant industry. Both point to Olive Garden's success …

1
The Potential Financial Fallout of the ‘Big Beautiful Bill’ 7:32

3d ago7:32

7:32

George Schultze reviews the Fed’s decision not to lower rates this week. As the Fed looks to keep rates higher for longer, he focuses on the potential fiscal impact of the “Big Beautiful Bill” winding its way through the Senate. He notes that overleveraged companies will be at risk of bankruptcy in the aftermath of it passing. ======== Schwab Netwo…

1
Potential Turnaround for Small Caps After Decade of Underperformance 7:38

3d ago7:38

7:38

“We could see a sustained period of outperformance for small caps,” argues Mike Rode. Small caps have underperformed for over a decade now. “Investors have not diversified towards the asset class,” he notes, preferring concentration in the Mag 7. However, catalysts including deregulation, M&A, IPOs and other factors hint at a potential turnaround. …

1
GRRR Surges on 109% Sales Growth 4:44

3d ago4:44

4:44

George Tsilis stops by Next Gen Investing with a look at Gorilla Technology (GRRR). The cybersecurity and smart infrastructure company reported a 109% increase in sales, driven by demand for its facial recognition and smart city technologies. George discusses the company's potential for further growth, with estimates suggesting $100M in revenue thi…

1
SPX Path to 7000, A.I. Opportunities Ahead 7:28

3d ago7:28

7:28

Jim Worden believes the market is due for a correction, but that it won't stop the S&P 500 (SPX) from reaching 7000. He thinks the Fed will cut rates 2-4 times this year to combat a softening labor market, which could positively impact small businesses struggling with higher interest rates. Later, Jim sees opportunities in A.I. and energy names, in…

1
Real Estate Makes ‘Sudden Flip’ into Buyer’s Market 10:22

3d ago10:22

10:22

Adam Pretorius says more supply has suddenly come onto the housing market after years of squeezed inventories. However, the demand is staying flat as prices have gone up 5%-10%. “We’ve suddenly flipped into a buyer’s market,” which hasn’t happened since the pandemic, he thinks. He also discusses online real estate platforms, including Zillow (ZG) a…