Best Aapl Podcasts (2025)

1
NVDA $100B OpenAI Boost, AAPL Revival and Gold's Record High 8:34

Play Pause

11m ago8:34

8:34

Stocks are defying September's historically bearish reputation, thanks in part to a risk-on tone and a recent Fed policy pivot. Kevin Green discusses the record-moves in equities. Nvidia's (NVDA) $100B AI investment in OpenAI is a major tailwind, with the chipmaker's products set to power the expansion of OpenAI's data centers. Elsewhere, Apple (AA…

1
NewMan at Bernstein is Big on AAPL - MOSK: 09.17.2025 19:04

2h ago19:04

19:04

- Bernstein’s New Man Newman Starts AAPL at “Outperform” with $290 Target - MacRumors’ Moser: iPhone Air Paves Way for Foldable iPhone - 9to5Mac Brings Fear, Uncertainty, and Doubt to iPhone Air Pre-Orders - Cook Talks Apple and US Manufacturing Push with CNBC - Early Thoughts on iOS/macOS 26 Updates - 9to5Mac: How to De-Liquify Liquid Glass in iOS…

1
CRWV "Too Big to Ignore?" Stock Gets Multiple Upgrades 6:09

27m ago6:09

6:09

Bullish expectations from analysts pushed CoreWeave's (CRWV) stock higher on Tuesday's session. Wells Fargo says the company has grown "too big to ignore," while Melius Research says cloud's industry growth makes CoreWeave attractive to other companies building out their A.I. infrastructure. Marley Kayden turns to the analyst notes and explains the…

1
Examining Stock Market's Role as Economic Driver & FOMC's Interest Rate Divide 8:18

28m ago8:18

8:18

Charles Schwab's Kevin Gordon believes the stock market has become increasingly important in acting as a barometer for the U.S. economy. He goes in-depth on how changing wealth demographics play a role in the sentiment shift. On the Fed, Kevin says "hawkish" governors should capture more attention when it comes to rate cut commentary and why they a…

1
Small Caps, Bonds & Gold: Focusing on Critical Market Underpinnings 6:16

36m ago6:16

6:16

Steve Kolano focuses on small caps and the steepening yield curve. In order for small caps to sustain momentum, he’s focused on economic factors rather than the bond market. He also digs into the labor market, looking to history to compare today’s unemployment conditions to past recessions. Steve also looks at gold, still at record highs, and argue…

1
U.S. Pins International Pressure: Eurozone PMI Pockets of Weakness & South Korea's Warning 6:42

1h ago6:42

6:42

While September's PMI print didn't move markets in the U.S., Kevin Green urges investors to keep their eyes on international economies. He talks about how Germany is acting as a buoy for the Eurozone PMI as tariff uncertainty lingers over the EU. Additionally, South Korea's president warned of a financial crisis if the U.S. continues its investment…

1
D-Wave (QBTS) CEO on Advantage2, Quantum Applications & A.I. Training 7:35

1h ago7:35

7:35

Alan Baratz, CEO of D-Wave Quantum (QBTS), returns to Schwab Network to talk about how his company has accelerated its quantum tech into its customer base. He says D-Wave's Advantage2 quantum computer has real-world applications today, with the tech poised to grow in the coming years. Alan later goes in-depth on how his company uses A.I. in model l…

1
KVUE Rebounds Against Trump Admin, BA International Boost, AZO Earnings Miss 5:41

7m ago5:41

5:41

Kenvue (KVUE) rallied Tuesday morning despite the Trump administration linking Tylenol to autism. Diane King Hall notes that analyst commentary may have helped the stock's upward trajectory. Boeing (BA) got a boost off international orders from Uzbekistan and Turkey, while Autozone (AZO) was little changed despite posting an earnings miss. ========…

1
Fed Speakers Show Rate Cut Divide, PCE Friday to Add Clarity 5:26

11m ago5:26

5:26

Fed Chair Jerome Powell will speak for the first time since the FOMC lowered interest rates last week. Kevin Hincks says it's not just the chair you should listen to. He points to commentary from other Fed governors signaling mixed opinions on how deep the FOMC should cut rates into 2026. Friday's PCE print will add more color to the inflation pict…

1
Options Corner: MU Example Trade 4:38

5m ago4:38

4:38

Rick Ducat compares the Micron (MU) chart to fellow chipmakers and the overall tech sector to show how the memory maker is outperforming several names. Compared to other memory storage stocks like Western Digital (WDC) and Seagate (STX), Rick shows how it actually is underperforming in that group. Rick highlights the momentum RSI study remaining in…

1
Previewing MU Earnings: 'How Much is Baked Into the Cake?' 7:16

6m ago7:16

7:16

Micron (MU) earnings will be the marquee name reporting after Tuesday's close. Phillip Streible joins Diane King Hall to preview the report. He is expecting a "great report" but is wondering "how much is baked into the cake?" Phillip expects strong revenue growth as memory needs have accelerated with A.I. adoption. He notes the potential risks that…

1
Woods: Market Activity "Irrational but not Exuberant" 7:53

8m ago7:53

7:53

Jay Woods is at the NYSE set with his latest takeaways on the stock market. With indices hitting new all-time highs, he says the rotation within the tech sector has been fascinating to watch including the recent rally in Apple (AAPL). He says the iPhone maker is acting like a staple stock and is watching the $260 level on its chart. For the Russell…

1
Chart of the Day: CRWV Bullish Call 3:57

10m ago3:57

3:57

Wells Fargo and Melius Research analysts each upgraded CoreWeave (CRWV) prior to Tuesday's open. Ben Watson examines the chart patterns taking shape and points to the bullish price action developing over the past several trading days. He highlights $130 as a potential level that was resistance but could turn into support after the most recent run h…

1
Excitement Grows Over iPhone Wait Times - MOSK: 09.23.2025 12:21

34m ago12:21

12:21

- Apple Shares Erase 2025 Losses - J.P. Morgan Notes Lengthening Waits for Latest iPhones - Some Users of Latest iPhones See WiFi Connectivity Issues - Apple Seeds First Developer Betas of blankOS 26.1 - Apple May Open New UAE Store This Week - Apple Announces Seven Upcoming Immersive Video Titles - Immersive Documentary “Tour De Force” Available N…

1
’12-17%’ Market Pullback in the Cards; Looking at REITs, Oil, DE & More 8:42

25m ago8:42

8:42

“The pullback has to happen” for a healthy market, Steve E. Orr insists. Stagflation is here, he argues: “this is a very weird time to be in.” He expects 12-17% correction in the next few months, but notes a substantial amount still in money markets that could enter stocks. If a fall happens, he would “absolutely” be buying the dip. He likes REITs,…

1
Stock Market Today: NVDA's $100B OpenAI Investment, AAPL Rally, MTSR Acquired 2:07

14h ago2:07

2:07

It was another record-setting day for most of the major indices, helped by Nvidia's (NVDA) announcement that it will invest $100 billion into OpenAI. Apple (AAPL) rallied after Wedbush's Dan Ives upped his price target of the stock, as did Metsera (MTSR) after it was acquired by Pfizer (PFE). Marley Kayden takes investors through an eventful start …

1
H-1B Fee Hike: Big Tech Gains, Small Biz Struggles, Global Shift Accelerates 8:42

1h ago8:42

8:42

The proposed substantial fee hike for H-1B visas could give big tech companies a competitive edge in poaching U.S.-based foreign talent, while smaller businesses might struggle to keep up. John Kaplan believes this could accelerate the shift to global hiring and remote work, potentially benefiting U.S. workers in the short term but having long-term…

1
Overlooked Stock: TEM Taps All-Time High on FDA Clearance 4:22

1h ago4:22

4:22

Tempus AI's (TEM) RNA-based vitro diagnostic device got clearance from the FDA for use. The company reached record highs on Monday's session but pulled back by the closing bell. George Tsilis talks more about the development and why he believes Tempus experienced a pullback. ======== Schwab Network ======== Empowering every investor and trader, eve…

1
NVDA's OpenAI Investment Start of A.I. "Superscale Buildout" 7:52

2h ago7:52

7:52

Nvidia's (NVDA) $100 billion investment into OpenAI "all about power," says Investopedia's Caleb Silver. He considers deals like this "necessary" for companies to truly capitalize on the future of A.I. Caleb believes a handful of energy companies will win in what he calls the "superscale buildout." ======== Schwab Network ======== Empowering every …

1
Betsy Moszeter on Investing with Transparency & Purpose with the Causeway Platform 7:35

2h ago7:35

7:35

Betsy Moszeter from Newday Investments explains her firm’s investing philosophy and their new platform, Causeway. They combine investments with nonprofit work – they partner with the Jane Goodall Institute, for one. She talks about their focus on transparency, impact reports, and choosing single-issue groups. Betsy covers cutting through worries ab…

1
Marta Norton on the U.S. vs China’s Tech Sector 9:03

17m ago9:03

9:03

Marta Norton calls the tone out of the Fed “less dovish” than people expected. She discusses geopolitics as a source for tech stock volatility, contrasting the U.S. and China and their approaches to the tech sector. She also covers valuations in the tech sector and thinks investors should “shave off their expectations” a bit for the future after a …

1
Market Overtime: How Fed Rate Cut Impacts Economy & Investors 51:00

25m ago51:00

51:00

In the wake of the FOMC decision to cut interest rates by 25bps, Nicole Petallides interviews two market minds with their takeaways from the central bank's decision. First, Dan Niles provides his macro commentary before turning his trading attention to the state of the A.I. trade. Then, former Fed official Danielle DiMartino Booth makes the case fo…

1
The Mega-Bull Case: Herriage Picks TSLA, SMR, Gold, Bitcoin & More 7:39

36m ago7:39

7:39

Tyler Herriage thinks this bull market has “the potential to exceed” the dot-com boom in “both length and size.” He is bullish on semiconductors and considers us “within the early innings” of the rise. He says he will continue to use every pullback as an opportunity to buy the dip. Tyler is also extremely bullish on gold, both the metal and miners.…

1
LLY & NVO Lead "Very Early Stages" of GLP-1 Market, PFE Reenters 8:11

18h ago8:11

8:11

Scott Zari says we're in the "very early stages" of the weight loss market. He points to Eli Lilly (LLY) as the market leader but notes Novo Nordisk (NVO) as a strong competitor, especially as it develops a Wegovy pill to compete against Eli Lilly's Zepbound. Scott also touches on Pfizer's (PFE) acquisition of Metsera (MTSR) and called it Pfizer's …

1
Toomey: ‘Fundamentally Wrong’ for Investors to Lack Private Market Access 6:45

40m ago6:45

6:45

John Toomey covers diversification keys and how the practice has changed over time. He argues public markets have narrowed, with gains coming from a small share of companies, while private markets have ballooned. He discusses how private market access has expanded for 401(k) accounts and the opportunities for investors. John thinks the current syst…

1
Potential Market Correction as Economy Slows 9:51

44m ago9:51

9:51

Glenn Dorsey “definitely” expects the economy to slow but anticipates the U.S. consumer will continue to spend. He sees a “pretty good tailwind” for earnings ahead after looking at historical context but thinks we could see a market correction before the end of the year. He looks at potential opportunities in tech and AI, telling investors to consi…

1
SNAP Experiencing "Technical Burst" Amid TikTok Uncertainty 4:38

2h ago4:38

4:38

Snapchat parent company, Snap Inc. (SNAP), is experiencing what George Tsilis calls a "technical burst" of activity. It comes as headlines swirl around TikTok's future, though George doesn't link the two together. Instead, he believes the rally comes from a broader move in investors seeking value in small and mid-cap social media companies. =======…

1
Clock's Ticking on TikTok: Where ORCL Stands in Potential Acquisition 5:25

2h ago5:25

5:25

Luke Yang with Morningstar offers a big picture perspective on what Oracle (ORCL) needs to truly benefit from taking ownership in TikTok. He says Oracle has become a vehicle to benefit from its cloud industry and ties to OpenAI, though it will have work to do if it muscles a deal with the social media giant. ======== Schwab Network ======== Empower…

1
NVDA Taps All-Time High with $100B OpenAI Investment 6:52

2h ago6:52

6:52

Nvidia (NVDA) is making a 12-digit investment into OpenAI. The market leader will use $100 billion to help OpenAI build at least 10 gigawatts worth of data centers for the ChatGPT parent company with deployments starting next year. Marley Kayden notes that the massive investment shows confidence in the A.I. story but adds it will take a long time f…

1
Ca$htag$: Crocs (CROX) HEYDUDE Deal Disappointment, ‘Generational’ Fashion Shift 6:49

2h ago6:49

6:49

Likefolio’s Andy Swan comments on the Piper Sandler teen survey showing a drop off in popularity for Crocs, along with Nike (NKE) and Converse. He thinks a “generational shift” is going on, with web visits and stock price both dropping. Andy discusses the cyclicality of fashion, and emphasizes that Likefolio’s international data is limited, even as…

1
Webtoon (WBTN) COO on Disney Comics Deal & the Agility of Web Comics 7:01

3h ago7:01

7:01

David Lee, COO & CFO of Webtoon (WBTN), discusses the online comic business. He notes that most of the creators working on their platform have other full-time jobs. However, webcomics are increasingly being turned into movies, he adds. Gen Z consumers are a big part of their audience, and David attributes Webtoon’s success to its vertical digital f…

1
NVDA "Super PAC" of Tech with INTC Deal, China Biggest Uncertainty 6:28

3h ago6:28

6:28

David Nicholson labels Nvidia (NVDA) as the "super PAC" of tech. The Mag 7 company's $5 billion investment into Intel (INTC) is what he attributes as a leading indicator to Nvidia's strength of amplifying the A.I. ecosystem. Angelo Zino says the upside to Intel has yet to be acknowledged but expects Nvidia to continue its industry dominance. The bi…

1
The Big 3: GOOGL, AMZN, NBIS 14:47

3h ago14:47

14:47

Oracle's (ORCL) massive move over the past couple weeks has Joe Tigay keeping his eye on Big Tech for today's Big 3. He points to Alphabet's (GOOGL) gigantic tech reach for reasoning into a continuing rally, Amazon's (AMZN) A.I. expanding an already-strong foundation, and Nebius (NBIS) "building the future" for A.I. Kevin Green gives investors a wi…

1
Green Flags for the Market, AI in ‘Early Innings’ 6:46

3h ago6:46

6:46

Zachary Hill sees green flags for the market, but the most important is that “the Fed is cutting at all.” He believes we’re still in “early innings” for the AI sector, with excitement high and the bulls in charge. However, he cautions investors to be “nuanced” in their choices within the sector. He also likes domestic banks, both large cap and regi…

1
Holland: Bullish as Long as Inflation is Under 3% 7:52

12h ago7:52

7:52

Tim Holland thinks that as long as inflation is under 3%, the Fed has room to continue rate cuts this year. He is optimistic about markets, citing a historically strong time of year, earnings, IPO & M&A markets picking up, and “animal spirits” abounding. He looks at potential market risks, but thinks the “conversation could pivot” towards a melt up…

1
Nelson: Seeing "Same Red Flags" in TSLA, Signals Pending Pullback 8:11

4h ago8:11

8:11

CFRA downgraded Tesla (TSLA) to sell with a $300 price target. CFRA's Garrett Nelson talks about the "red flags" he sees in the stock that he believes are sell-off warning signs. His firm points to Elon Musk's re-upped focus in the company as the driver for Tesla's recent rally that he says is "fully priced in," adding that valuations are far above…

1
Dan Ives Raises OKLO Price Target, Stock Continues 500% YTD Rally 6:19

4h ago6:19

6:19

Wedbush's Dan Ives says President Trump's executive order on nuclear energy is "just the start" of the industry's rebound, signaled by a price target increase that nearly doubles his prior. Marley Kayden talks about why there's so much bullish optimism building for the company. One risk she points to: its tech, and how there's nothing like it curre…

1
Brace for Interest Rate & A.I. Growth Contention This Week 5:55

14m ago5:55

5:55

Contention on interest rates cuts will be on the radar for Charles Schwab's Kathy Jones. She expects commentary from Fed governors to create volatility and shape investor expectations on cuts through 2025. Nathan Peterson adds that markets are "stretched" and anticipates a pullback. He points to Micron's (MU) earnings serving as a catalyst for the …

1
Ecodata & Fed Market Movers This Week, XLP Breaks Down Ahead of COST Earnings 6:21

1d ago6:21

6:21

Kevin Green urges investors to watch any and all inflation and labor commentary throughout the week into Friday's PCE print. He expects data and comments from Fed speakers to drive market moves. With Costco (COST) reporting earnings, Kevin turns to technicals in the Consumer Staples Select Sector SPDR Fund (XLP) as it faces a breakdown following a …

1
Wedbush Ups AAPL Price Target, PFE Acquires MTSR, Morgan Stanley Chip Upgrades 5:53

1h ago5:53

5:53

Wedbush continues to see tremendous upside for Apple (AAPL), citing iPhone sales and the new iPhone Air as catalysts. Pfizer's (PFE) acquisition of Metsera (MTSR) sent the obesity drug maker's stock soaring after the opening bell. Morgan Stanley upgraded several chipmakers while downgrading one. Diane King Hall takes investors through the biggest s…

1
'Risk Off' Attitude After All-Time High Run, Data Ahead Faces Scrutiny 5:38

1h ago5:38

5:38

Kevin Hincks believes "fatigue" has set in following the market's all-time high run. Even though Jerome Powell speaks on Tuesday, he urges investors to pay attention to any and all economic data between now and October's meeting. Kevin sees every piece of the economic puzzle facing scrutiny ahead of expected interest rate cuts between now and the e…

1
Andy Baehr on New Crypto ETF & Rising Crypto Assets 5:55

1h ago5:55

5:55

CoinDesk's Andy Baehr returns to the NYSE set to talk about the launch of the Grayscale Coindesk Crypto 5 ETF (GDLC) and how it gives investors access to a "basket" of new and established cryptocurrencies. He expects Bitcoin to continue leading the charge in the industry but notes Solana and XRP as rising giants. ======== Schwab Network ======== Em…

1
Options Corner: AAPL 4:58

2h ago4:58

4:58

Tom White looks at a couple of different example trade ideas for Apple (AAPL). Investors and traders are reacting to the latest iPhone update as shares near a 2025-high. Tom's first example is a bullish call vertical using the Oct. 17 $245 and $260 strikes, something he calls an "aggressive trade." The second trade example is more neutral to bullis…

1
Schneider: Likes Natural Gas, IBM, CRM and the 'Vanity Trade' 6:31

2h ago6:31

6:31

Mish Schneider joins Morning Movers with her glimpse at the markets heading into year-end of 2025. She says investors need to approach the markets like crossing the street by making sure to "look both ways" and protect against selling pressures. Mish says the U.S. consumer needs to "stay in the game" and highlights relative performance in small-cap…

1
CRWD's Position in Cybersecurity, A.I. & "Opportunity" Ahead 6:02

2h ago6:02

6:02

CrowdStrike (CRWD) "has come a long way" since the July outage last year, says Steve Koenig. His firm has a neutral rating based on valuation with a $485 price target. He discusses the company's latest investor day initiatives surrounding A.I. as a key driver for the company. Steve says A.I. is a "gamechanger" but says it will take time for custome…

1
Chart of the Day: OKLO 3:40

3h ago3:40

3:40

Rachel Dashiell looks at the chart for Oklo (OKLO) as shares of the nuclear energy company has gone vertical this month. She points to the "stair steps higher" in the most recent uptrend before shooting higher last week on the heels of a U.S. and U.K. nuclear energy deal. On a longer-term 1-year chart, Rachel points to a basing pattern around $59 b…

1
Trump's Latest Knock on International Tech Talent, TikTok's Latest Suitor 8:53

3h ago8:53

8:53

Tech sector companies are eyeing the visa updates over the weekend, as the Trump admin. is looking to apply a $100K fee for H-1B Visa affecting skilled workers. Kevin Green and Diane King Hall break down the move and whether or not it will legally be upheld. Elsewhere, they look at the premarket pop in Fox Corp. (FOXA) as shares rise in connection …

1
Scratching the Surface of iPhone Sales - MOSK: 09.22.2025 15:12

1d ago15:12

15:12

- The Information: Base Model iPhone 17 Orders Are Surprisingly Strong - Wedbush Ups Apple Target on iPhone Strength and A.I. Possibility - Scuffing Spotted on Blue iPhone 17 Pro Models and Black iPhone Air - Analysts Unfazed by Scuffing iPhone News - iFixit: iPhone Does Not Sacrifice Repairability - Apple Updates Final Cut for Mac and iPad - Apple…

1
Tech Corner: Apple's "Awe Dropping" iPhone 17 6:19

24m ago6:19

6:19

George Tsilis re-examines Apple (AAPL) following the company's latest product launch. Apple's iPhone 17 models hit the stores this weekend to long lines around the globe, but will it be enough to lift AAPL shares to new highs? George breaks down the forward earnings picture for Tim Cook's tech giant and explores the ways Apple's ecosystem continues…