Best Aapl Podcasts (2025)

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Ca$htag$: ‘Everything Looks Rosy’ for Apple (AAPL) 11:07

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11m ago11:07

11:07

Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Ev…

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Ep 16: $NVDA Earnings - Plus $AAPL CEO Rumors, $RIVN, $BMBL and More 1:03:31

10d ago1:03:31

1:03:31

The market has been a little unstable this week to say the least, especially when it comes to tech stocks. But what does this mean for future performance? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper commiserate with each other about the recent market volatility and break down their outlook going forward. Plus, Nvidia's ($NVDA) …

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Ca$htag$: Amazon (AMZN) Has 'Every Advantage' 6:55

21m ago6:55

6:55

Likefolio’s Andy Swan shares sentiment data for Amazon (AMZN) on this Black Friday. “The consumer is absolutely on fire” despite worries to the contrary, he says. “Pretty much every retailer is up.” He compares the change in visits on big shopping sites, noting that 6% growth for Amazon is massive due to the law of large numbers. Andy argues that c…

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How the Government Shutdown Impacted Holiday Plane Travel 5:32

11m ago5:32

5:32

Meghna Maharishi and David Nelson round-table holiday travel. David Nelson describes the “havoc” for airlines with “the FAA breathing down your neck” and strained air traffic controllers limiting their capacity. Meghna definitely expects a hit from flight cuts during the government shutdown but thinks big airlines will be relatively insulated. “The…

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Expecting a Trillion Dollar Black Friday 5:15

13m ago5:15

5:15

Owen Carr expects “over a trillion dollars in sales” over the Black Friday period, a record high. He thinks retailers have “done a good job” of stretching out promotions and sales opportunities. “Customers are trading down,” though, across all categories. “We’re seeing a lot of self-improvement-type items,” he adds, while travel is underperforming.…

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The Big 3: GCT, AVGO, KSS 12:24

13m ago12:24

12:24

StocksToTrade's Tim Bohen says his fundamental market view hasn't changed: tech is here to stay and the underlying support for fundamentals are intact. As for today's Big 3, he points to a growing quantum opportunity in GigaCloud Technology (GCT), Broadcom (AVGO) recapturing bullish momentum amid a shaky A.I. trade, and Kohl's (KSS) rebound in a mi…

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Valuation Hits Costco's Multi-Year Rally & COST Options Trade 6:18

30m ago6:18

6:18

George Tsilis notes Costco's (COST) impressive run over the last few years now faces questions when it comes to valuation. He goes over the retail giant's financial fundamentals to explain how its balance sheet stacks up to the current stock price. George later offers an example options trade for Costco. ======== Schwab Network ======== Empowering …

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Sam Miller on How to Determine AI Winners vs Losers 5:04

42m ago5:04

5:04

Sam Miller thinks the AI trade will begin to specify instead of staying as a “tide that lifts all boats.” He’s looking at company ROI, capital spending, and revenue growth to determine winners vs losers. Sam also digs into healthcare, which “has room to run” in 2026; he likes Eli Lilly (LLY) and Thermo-Fisher (TMO) among others. ======== Schwab Net…

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Wells: Credit Application Rejections Rising to 25% 7:42

1h ago7:42

7:42

“Let’s see if we can finish strong” at the end of the year, says Andrew Wells. He looks at the overall picture and focuses on consumer credit and spending ability. He notes that credit rejections have gone up to 25%, arguing that while people want to spend, the banking sector is becoming more cautious. He thinks this is part of why the Fed feels pr…

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ORCL Debt Mounts in OpenAI Data Center Buildout, Volatility Ramps with Risk 9:30

1h ago9:30

9:30

Oracle (ORCL) will take on $38 billion more in debt if its latest financial offering comes to fruition. As Marley Kayden explains, the company is taking on several loans worth stunning amounts of cash to finance OpenAI data centers. As Oracle continues to increase A.I. spending, so will volatility around the stock. Dan Deming offers an example opti…

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FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run 7:16

1h ago7:16

7:16

To round out the holiday week, Charles Schwab's Joe Mazzola considers the broadening activity in markets heathy for the long-term but remains cautious. Expectations of a FOMC interest rate cut in December is something he sees setting up a volatile scenario as market dynamics shift. Joe says fundamentals will be the ultimate driver for markets, citi…

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K-Shaped Economy & Jobs Picture Role in Retail Deal Boost 5:28

1h ago5:28

5:28

Growing cost consciousness is a key reason why retailers are offering more deals more frequently, says Shelly Antoniewicz. She explains how a "K-shaped economy" and the record government shutdown factor into consumer consideration for prices. Don't discount the jobs picture either, says Shelly, as she makes the case that a softening labor front pla…

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"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running 8:55

3m ago8:55

8:55

Alex Coffey analyzes the recent market volatility and recent cooldown seen in this week's trading sessions. He compares the price action with seasonal measures to highlight why this year is "impressive" compared to the past. As Alex explains, boosted expectations for an interest rate cut in December only adds momentum. A rotation from A.I. and high…

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ORCL Slides on $38B OpenAI Loan, ANF's Rally & FIVE Price Target Hike 4:47

1d ago4:47

4:47

Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF…

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Sarah Henry: Agentic AI Will Expose Retail ‘Haves and Have Nots’ 7:08

21m ago7:08

7:08

Sarah Henry calls it “a very exciting time in retail,” highlighting frictionless AI shopping. “Agentic AI is going to predict what you’re going to buy, and what you want to buy,” she says, arguing that it will really expose the “haves and have nots” in the sector. She likes Walmart (WMT), highlighting its “incredible quarter” and how it continues t…

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Bohen: 2026 A.I. Trade to "Make 2025 Look Like a Joke," GOOGL Favorite 6:42

13h ago6:42

6:42

StocksToTrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I. stocks as strong buying opportunities, believing 2026's A.I. trade will "make 2025 look like a joke." Tim's favorite stock moving forward is Alphabet (GOOGL) and makes the …

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Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC 6:37

26m ago6:37

6:37

Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwind…

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Options Corner: CRM's 2025 Slump 6:48

23m ago6:48

6:48

2025 is a year many Salesforce (CRM) investors wish to forget, as Rick Ducat highlights the stock's stark downslide through technical analysis. He shows how bearish trends overtook the software giant and highlights what needs to happen for shares to set up a rebound. Rick also analyzes the options front and offers an example options trade for Sales…

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GOOGL Rally "Long Overdue," Gemini 3.0 & Cloud's Long-Term Prospects 6:03

10m ago6:03

6:03

CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's…

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Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally? 7:53

13m ago7:53

7:53

Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beaten down" sectors like healthcare, showing the market pulse has stayed strong. What has raised yellow flags for Tom: a bifurcation between consumer sen…

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Chart of the Day: DDS Price Target Hike on Black Friday 3:31

16m ago3:31

3:31

Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail company also got a boost from JPMorgan with a price target hike. Kevin takes traders through his key levels to watch as Dillard's stock experiences consolidation following a strong uptrend. ======== Schwab Netw…

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Michael Green's CPI Criticism, FOMC December Views & "Valley of Death" 6:37

19m ago6:37

6:37

Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it comes to measuring inflation, he says the CPI has problems that don't paint the whole story for investors. Michael later explains the "valley of death" he sees plaguing consumers. ======== Schwab Networ…

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222: TWIN PETES INVESTING Podcast no.167: Small cap stocks with winning potential. Rank, Marston's, Somero Enterprises, Warpaint London, SPSY FXPO PBEE, Dividends, Autumn Budget 2025, Cash ISA, Sharescope ... 1:23:37

2d ago1:23:37

1:23:37

The topics, stocks and shares mentions / discussed include: Rank Group / RNK Marston's / MARS Somero Enterprises Inc / SOM Warpaint London / W7L Spectra Systems Corp / SPSY Ferrexpo / FXPO PensionBee / PBEE Dividends Autumn Budget 2025 Cash ISA Sharescope 30% Off Black Friday Offer (promo code: tpbf25) FTSE 100 Stocks Risks Menphys Charity Fundrais…

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Tech Corner: NVDA A.I. Dominance 7:02

7m ago7:02

7:02

Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental catalysts driving Nvidia up more than 100% from its 52-w…

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Philanthropy Beyond Charity: Leveraging Talent for the Common Good 7:23

7m ago7:23

7:23

John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distinguishes between charity and philanthropy, advocating for a more active role in addressing societal issues. Studzinski highlights the importance of leveraging personal talents, not just financial resources, and the…

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Ep 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry Short 59:05

7h ago59:05

59:05

It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Meta’s …

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Wednesday's Final Takeaways: Shopping, Turkey, Thanksgiving Holiday 4:49

21m ago4:49

4:49

It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the trading year to date, including this week's surge in retailer stocks ahead of Black Friday and Cyber Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo…

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Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY 6:46

2d ago6:46

6:46

James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture business. Deere (DE) reported a top-and-bottom line earnings beat, but shares slid on lackluster guidance and potential tariff-induced cost pressures impacting its international business. James is looking…

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Redfin’s Fairweather on Why Unsold Properties are Leaving the Housing Market 6:34

1h ago6:34

6:34

Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low mortgage rates also make sale alternatives like renting to others appealing. However, it does heavily depend on location, with more homeowners giving up in Florida and Texas. Daryl also compares rent…

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In ‘Third or Fourth’ Inning of AI Capex Spend 8:52

1h ago8:52

8:52

Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks the market is waiting “for a shoe to drop” either way. He thinks the Fed will be “on hold” after one more cut, whether it comes in December or not. Dustin shares his view of the bond market and potential …

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Zscaler (ZS) Drops After Earnings, But Mitch Ashley Sees Upside 7:54

2h ago7:54

7:54

Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explai…

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AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’ 8:15

2h ago8:15

8:15

Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.” ========…

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Using Futures Products to Diversify Portfolios: Crude, Cocoa, Coffee 6:32

2h ago6:32

6:32

Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great exposure to global equities right now,” he says, highlighting several international markets. Ted is also short crude oil, not seeing a lot of strength and potentially further downside. He’s also long coffee,…

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Dan Ives: "Nvidia's World, Everyone Else is Paying Rent" 10:22

4m ago10:22

10:22

Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this…

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Under30: CleanSpark Pivot to Data Center Business Model 5:01

5m ago5:01

5:01

George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performan…

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Holiday Travel Season Expectations: 22 Million Expected to Fly This Weekend 4:48

8m ago4:48

4:48

Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also g…

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The Big 3: EBAY, WMT, META 12:41

2d ago12:41

12:41

Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the …

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A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle 7:13

6m ago7:13

7:13

Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL)…

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DELL Earnings Breakdown: Transforming into a Key AI Player 7:02

13m ago7:02

7:02

Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on…

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Hill: Last Few Trading Weeks Technical-Driven, not Fundamental 6:37

15m ago6:37

6:37

Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is look…

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NextNRG (NXXT) CEO on Investing in Energy Generation and Energy Independence 5:51

14m ago5:51

5:51

Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go throu…

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Sakraida: Deere Quarter "Wasn't Terrible"; Investors Focused on 2026 Outlook 7:36

1d ago7:36

7:36

Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains tha…

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The Morning Trade: DELL 7:25

17m ago7:25

7:25

Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Cha…

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Jobless Claims Drop, A.I. Giants Battle for Leadership 8:31

3h ago8:31

8:31

Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility …

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Andersen: Starting to See ‘Initial Cracks’ for NVDA, Market has ‘Fantasy’ of AI Capabilities 7:52

3d ago7:52

7:52

Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center dema…

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Michael Landsberg’s Picks: NEE, ENSG, ANET 6:30

31m ago6:30

6:30

“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demogra…

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Peter Tuchman on NVDA, PLTR and the Bullish Case for a Year-End Rally 10:16

32m ago10:16

10:16

The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whimsy touches on everything from the report that Kevin Hassett could be a favorite to replace Jerome Powell as Fed Chair, to Nvidia (NVDA) and Palantir (PLTR) pullbacks after earnings. Later, Peter provides 3…

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ADSK Raises Guidance, WDAY Wobbles Despite Earnings Beat 4:13

33m ago4:13

4:13

George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it topped earnings estimates in its 3Q report. George p…

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NYSE Earnings Reaction: DELL, HPQ, DE 5:49

3d ago5:49

5:49

"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Mean…

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Options Corner: ORCL Bullish Trade After Breakdown 5:14

19m ago5:14

5:14

"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise to all-time highs back in September. Rick shows the technical levels that acted as previous support, before further breakdown as shares fell below its 50-day and 200-day moving averages. Despite the downward mov…