A weekly show discussing the future of transportation Alex Roy, Edward Niedermeyer, and Kirsten Korosec
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Autonomous Driving Podcasts
How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Ro ...
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Self-Driving Cars: Podcast Series by Dr. Lance Eliot
Dr. Lance B. Eliot; AI Insider and podcaster
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Hosted by the renowned global expert on AI and self-driving cars, Dr. Lance B. Eliot. For further information visit our website www.ai-selfdriving-cars.guru for further infomation.
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Discover the latest technology trends, meet technology enthusiasts, understand what’s behind talked about technological terms and get inspired by our passion for technology.
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Focused on the people, products, and companies that are creating a better tomorrow, often in the transportation and manufacturing sectors. This show was previously called the Future of Mobility podcast. I aim to have real, human conversations to explore what these leaders and innovators are doing, why and how they’re doing it, and what we can learn from their experiences. If you care about making an impact then this show might be for you. Topics include manufacturing, production, assembly, a ...
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What happens to parking when the cars drive themselves? In Parking the Future, mobility strategist and industry thought leader Brooke Krieger reads from her groundbreaking book on how autonomous vehicles, AI, and smart cities are transforming the way we move, and the way we park. Whether you work in parking, transportation, urban planning, or tech - or you're just curious about the future of your city - this podcast will challenge the status quo and spark new ideas. Follow along to rethink t ...
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Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc ...
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Every Friday, InsideEVs journalists Patrick George, Tim Levin and a rotating cast of experts and friends cover the latest in electric vehicles, autonomous cars, and the high-tech transformation of the auto industry. From InsideEVs and the Motorsport Network.
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Law & policy related to self-driving cars.
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Welcome to The TechMobility Podcast, your ultimate source for authentic insights, news, and perspectives at the nexus of mobility and technology. We're all about REAL FACTS, REAL OPINIONS, and REAL TALK! From personal privacy to space hotels, if it moves or moves you, we're discussing it! Our weekly episodes venture beyond the conventional, offering a unique, unfiltered take on the topics that matter. We're not afraid to color outside the lines, and we believe you'll appreciate our bold appr ...
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Take your transportation business to the next level. Kenneth Lucci of Driving Transactions and James Blain of PAX Training share the secrets of growing a successful and profitable ground transportation company. On this podcast, you’ll hear interviews with owners, operators, investors, and other key players in the industry. You’ll also hear plenty of banter between Ken and James. Learn how you can grow revenue, train your team, drive higher profits, and boost owner income. Subscribe today!
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Driving the Future is a podcast about where the automotive industry is going, and how not only to keep up with the rapidly changing business, but to shape it. Fueled by such factors as the climate crisis and the digital revolution, the automotive industry is changing. Whether we’re talking about autonomous cars and electric vehicles or the new customer experiences that digital technologies enable, whether it’s transforming from being an auto manufacturer into an organization that provides mo ...
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Explore how the latest technologies are shaping our world, from groundbreaking discoveries to transformative sustainability efforts. The NVIDIA AI Podcast shines a light on the stories and solutions behind the most innovative changes, helping to inspire and educate listeners. Every week, we’ll bring you another tale, another 30-minute interview, as we build a real-time oral history of AI that’s already garnered nearly 6.5 million listens and been acclaimed as one of the best AI and machine l ...
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Welcome to "Byte-sized Brilliance," the podcast that brings personal insights and expertise on all things digital. Join our host DigitalDan as he passionately delves into topics ranging from the latest technology trends, tips for harnessing the power blockchain, autonomous driving, Artificial Intelligence, and beyond. Each episode shares a wealth of knowledge and experience to help you navigate and excel in the ever-evolving digital landscape. Whether you're a seasoned professional or a curi ...
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Interviews with experts on autonomous vehicles. Hosted by Gurtej Gill.
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Helping P&C insurers drive innovation and turn possibilities into realities.
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Auto Intelligence is the definitive automotive industry podcast that delivers sharp takes and authoritative insights every Tuesday, Thursday, and Saturday. Hosted by Steve and Claire from the Auto Agentic team, this show breaks down the most consequential developments shaping the future of mobility. Whether you're enjoying your morning coffee or catching up during your commute, Auto Intelligence provides the perfect blend of deep industry expertise and engaging conversation. Each episode fea ...
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"The Ways We Move" is a cutting-edge podcast that explores the fascinating world of human mobility in all its forms. From groundbreaking innovations in transportation to the future of how we navigate our planet and beyond, this show delves deep into the heart of movement. Hosted by industry veteran Nicolas Zart, episodes feature in-depth insights, and conversations with industry leaders, visionaries, and influential stakeholders who are shaping the future of mobility. Listeners will gain exc ...
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Welcome to the EV Life podcast, your go-to source for https://ama.ab.ca/electric-vehicles (electric vehicles) news, insights and real-life stories from Albertans and beyond. Whether you're curious about how EVs handle harsh winter climates, the latest updates on charging infrastructure in Alberta, or how automakers are adapting to demand, we cover it all. Already driving electric or just EV-curious? This is your spot to stay up to speed.
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From autonomous robots to advancements in healthcare, edge AI and computer vision are driving innovations across every market vertical. On “insight.tech Talk,” we chat with industry thought leaders about the impact of the latest technologies, such as Gen AI, software-defined everything, and 5G. Join the conversation with #InsightDotTechTalk.
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GPU Technology Conference (Exhibition, Sessions, Pod Hangouts, Talks) Autonomous Cars AI/Deep Learning Virtual/Augmented Reality
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Our podcast balances general mobility topics with technical deep dives. We invite you to join us for an episode to share your perspective in our ever-changing industry. Our listeners are not only technical enthusiasts, but also managers and new engineers exploring your topic and looking to gain a high-level understanding of a wide range of topics in the mobility technology field. We cover topics ranging from EV, ADAS, simulation/testing and more.
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The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
Sam Charrington
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Machine learning and artificial intelligence are dramatically changing the way businesses operate and people live. The TWIML AI Podcast brings the top minds and ideas from the world of ML and AI to a broad and influential community of ML/AI researchers, data scientists, engineers and tech-savvy business and IT leaders. Hosted by Sam Charrington, a sought after industry analyst, speaker, commentator and thought leader. Technologies covered include machine learning, artificial intelligence, de ...
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LA Auto Show & Connected Car Expo (CCE)
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The TechSurge: Deep Tech VC Podcast explores the frontiers of emerging tech, venture capital, and business trends, with conversations tailored for entrepreneurs, technologists, and investment professionals. Presented by Celesta Capital, and hosted by Founding Partners Nic Brathwaite, Michael Marks, and Sriram Viswanathan. Send feedback and show ideas to [email protected]. Each discussion delves into the intersection of technology advancement, market dynamics, and the founder journey, offe ...
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Welcome to Deeper learning, where we explore the world of autonomous driving from a safety technology perspective. Join us as we discuss various topics related to automotive safety, from the challenges and advancements in software-defined vehicles to deep learning and AI. Thank you for listening. Follow Zenseact on: LinkedIn: https://www.linkedin.com/company/zenseact/ https://www.instagram.com/zenseact/
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Welcome to GTM News Desk, the podcast where Mark Kilens and Rachel Elsts Downey bring you real talk backed by real action. Twice a month, we cut through the noise to deliver the essential resources, news, and expert takes you need to create impactful, People-first GTM motions. From trending topics to clickbait headlines, we sift through the clutter to highlight what truly matters in the world of B2B Go-to-Market. With nearly 25 years of combined experience working with top B2B brands like Dr ...
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Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehic ...
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Cars are getting smarter. But the shift to Level 5 autonomy will take time, testing, and the technical chops to perfect the connected car at the component level. That means sensors, 5G, systems on chip, and other foundational elements that are the heart of the autonomous vehicle. Drive World Conference & Expo launches in Silicon Valley with North America's largest embedded systems event, Embedded Systems Conf. The event brings together the best minds across the auto electronics and embedded ...
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Each week, StrictlyVC Editor-in Chief Connie Loizos and Alex Gove, a former journalist, VC, and operating exec, review the top stories in StrictlyVC and interview a mover and shaker in the world of tech.
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In each episode of The Robot Brains podcast, renowned artificial intelligence researcher, professor and entrepreneur Pieter Abbeel meets the brilliant minds attempting to build robots with brains. Pieter is joined by leading experts in AI Robotics from all over the world as he explores how far humanity has come in its mission to create conscious computers, mindful machines and rational robots. Host: Pieter Abbeel | Executive Producers: Alice Patel & Henry Tobias Jones | Audio Production: Kie ...
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Conversations with people who are driving technological innovation in business. These are the leading thinkers involved in driving and dealing with technology and other business innovations required for a successful but changing future. Voices include executives at brands, agencies, business leaders across multiple industries, and innovative startups. Subjects discussed include business transformations, The Internet of Things, artificial intelligence, virtual and augmented reality, autonomou ...
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TechDaily.ai is your go-to platform for daily podcasts on all things technology. From cutting-edge innovations and industry trends to practical insights and expert interviews, we bring you the latest in the tech world—one episode at a time. Stay informed, stay inspired!
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LogisticsMatter is an independent platform that shares news and insights on trends and innovations in supply chain and logistics. LogisticsMatter's Founder Martijn Graat talks to thought leaders in the industy.
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Welcome to the inaugural episode of ”Navigating the Future of Trucking” with your host, Jerri Banks. In this episode, Jerri introduces listeners to the world of trucking, focusing on the role of automation and autonomous technology and its impact on the industry. This podcast is perfect for truck drivers and trucking professionals eager to stay informed about industry trends, job opportunities in both traditional and autonomous sectors, and educational content to prepare for what’s coming. T ...
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At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to [email protected]. Sarah Guo is a startup investor and the founder of Conviction, an investment f ...
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Logistics Pulse is your cheat sheet and to-do list for everything about trade, the supply chain and logistics. We dive deep into the latest news headlines and industry trends and equip you only with actionable insights you can use to improve your business—no matter your industry or role in the supply chain. Presented by Mothership.
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On the Move aims to give a voice to the incredible women in automotive technology, robotics, AI, autonomous, connected vehicles, and mobility at large. Hear stories firsthand from women in the trenches: engineers, founders, VCs, CEOs, academics, government leaders, and more. Tune in as they provide insight into the industry from challenges to success stories. Thanks to Breakaway Communications for sponsoring this podcast!
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Arm CEO Rene Haas takes you behind the boardroom door with technology’s most inspiring visionaries. Tech Unheard lets you listen in on one-on-one conversations with industry leaders, everything from the potential of artificial general intelligence to pre-keynote nerves. Haas and his guests explore the drivers behind each leader’s path and analyze the most pressing trends in their space — plus tell a few entertaining anecdotes of success and failure along the way. Tech Unheard is a podcast fr ...
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Kieran Gilmurray is a globally recognised authority on Artificial Intelligence, cloud, intelligent automation, data analytics, agentic AI, and digital transformation. He has authored three influential books and hundreds of articles that have shaped industry perspectives on digital transformation, data analytics, intelligent automation, agentic AI and artificial intelligence. 𝗪𝗵𝗮𝘁 does Kieran do❓ When I'm not chairing international conferences, serving as a fractional CTO or Chief AI Officer, ...
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More Intelligent Tomorrow is a wide ranging exploration of the potential impact of AI on the world around us. On the podcast we meet some of the most extraordinary experts in the industry to discuss curious topics from aliens to AI consciousness as well as the practical changes in healthcare, business and society at large.
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WHAT THE TRUCK?!? is FreightWaves' irreverent award-winning podcast breaking down the biggest stories in transportation and logistics. WTT?!? is all about the people that make freight move. On the show you'll hear from founders, CEOs, VCs, truckers, brokers, and influencers. Join the industry three times a week on FreightWavesTV and podcast players everywhere.
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Hear first-hand from the people behind some of the most important digital services on the planet. The software that runs the world, is highly complex, from the interconnections of banks, to healthcare, autonomous vehicles, ecommerce, and the apps that help us stay connected. Whilst machines and AI play an increasingly important role in helping us maintain application performance, it's the humans that are innovating, dreaming, optimizing so we all can once again, be spoilt with digital servic ...
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From the creators of Transport Topics, RoadSigns is a podcast about trucking's future. In each episode, you'll follow a transportation journalist on a singular pursuit for the most solid answer to a critical question and meet interesting people along the way. Listen at roadsigns.ttnews.com. Do you have a question for our hosts to answer? Tell us here: https://www.speakpipe.com/RoadSigns For RoadSigns extended cuts visit: https://pages.ttnews.com/RS-Bonus-Content-Archive.html?utm_source=rss&u ...
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Dave Roberts talks with tech leaders from across the industry, exploring their insights, sharing their experiences, and offering valuable advice to help guide the next generation of technology professionals. This podcast gives you practical leadership tips and the inspiration you need to grow and thrive in your own tech career.
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RS173: How Will Truck Makers Commercialize Autonomous Driving Tech?
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The future of trucking is closer than you think. From Norwegian quarries to Texas highways, autonomous truck operations are steadily moving from the testing and development phase toward commercial deployment. Howhave truck manufacturers, tech developers and motor carriers partnered to advance self-driving technology? What roadblocks remain in the p…
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Autonomous Driving, Visual AI, and the Road Ahead with Porsche and Voxel51 - Ep. 267
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Tin Sohn, technical lead for vision-language-action models at Porsche, and Brian Moore, CEO and co-founder of Voxel51, explore how AI, data, and simulation are shaping the future of autonomous vehicles. They share insights on the industry's transition from rule-based systems to data-driven, end-to-end approaches, the growing use of synthetic and si…
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Extreme Networks CEO: We're an Industry "Leader," Shines in A.I. Automation
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Extreme Networks (EXTR) posted 20% year-over-year revenue growth in its latest earnings. Ed Meyercord, Extreme's CEO, credits the company's leadership in the space that he argues competes with the likes of Cisco (CSCO). He talks about how the company is integrating A.I. into its tech to increase operation efficiency. Ed mentions how Extreme's footp…
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Stock Market Today: LLY, FTNT & TTD Plunge, CEG & VST Earnings Power A.I. Optimism
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An earnings-fueled session ended with most stocks in the red, partially due to President Trump's tariffs starting to take effect. Stocks that took the biggest earnings hits include Eli Lilly (LLY), Fortinet (FTNT), and The Trade Desk (TTD) after hours. Constellation Energy (CEG) moved slightly lower while Vistra (VST) rallied, though both companies…
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Verra Mobility (VRRM) CEO on Boosting Traffic Safety with AI
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David Roberts, CEO of Verra Mobility (VRRM) walks through the latest quarter, calling it “steady as she goes.” While there was “some travel pullback for the year,” government contracts are buoying Verra as it works with cities for traffic enforcement, like intersection and school zone safety. Verra also works with “all the major rental car companie…
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Figma (FIG) Volatility: How Volatility & "Meme Trade" Craze Impacted the IPO
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Figma Inc. (FIG) IPO'd at $85 last Thursday and nearly tapped $143 the following session. It closed this Thursday's session at $78. David Trainer says the price movement reminds him of the "dot com days." He explains the volatile trading action, how valuations play a role, and how expectations can shift on the new public company. ======== Schwab Ne…
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Trump "Exercising Muscles" to Bring Investments Back to U.S.
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President Trump's Truth Social post calling for the firing of Intel (INTC) CEO Lip-Bu Tan adds to the administration's strong stance on bringing investments back to the U.S. Charles Schwab's Nathan Peterson talks about how the president is taking a page from his own playbook, and igniting volatility along the way. ======== Schwab Network ======== E…
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SPX Entering "Bull Trap" or "Bear Trap?" Analyzing SPX Flag & Volume
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The SPX lost strength throughout Thursday's session and showed a developing channel similar to a January trend which led to significant downside price action. Kevin Green offers a wider look at the 6-month chart to highlight why investors may want to brace for another down trend. However, there's also the possibility for a bullish reversal. Kevin a…
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Appian (APPN) CEO on How AI has ‘Really Moved the Needle’ for Earnings
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Matt Calkins, CEO of Appian (APPN), breaks down the company’s latest earnings. “This was an exciting quarter for us where it showed that AI really moved the needle.” Led by AI, their “average upsell is 25%” to clients. He walks through guidance for the year and has confidence in Appian’s federal business. He talks about Appian’s work with DOGE and …
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Chan’s Tech Picks: NFLX, UBER, NVDA, MSFT & More
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Earnings season has been great so far, but “uneven,” Howard Chan notes, “Most of the growth is actually coming from large, technology-focused companies.” He likes “consumer-forward tech” companies like Netflix (NFLX) and Uber (UBER) and AI infrastructure companies like semiconductor maker Nvidia (NVDA) and cloud service providers such as Microsoft …
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Warner Bros. Discovery (WBD) Leading 2025 Box Office, Fandom Experience
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Paul Dergarabedian and Jeff Walker break down Warner Bros. Discovery (WBD) earnings. Paul points out that WBD has driven the box office rebound this year, with smash hits like Sinners, Minecraft, Superman, Final Destination: Bloodlines, F1 and more. Jeff highlights their status as the largest physical media distributor and the licensing revenue fro…
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The Shifting Value of Content in the AI Age with Cloudflare CEO Matthew Prince
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Cloudflare has spent nearly fifteen years making the Internet faster, more reliable, and more secure. So now that AI systems are changing the way we interact with the Internet, Cloudflare wants to help level the playing field for content creators. Sarah Guo and Elad Gil sit down with Matthew Prince, co-founder and CEO of Cloudflare to discuss the e…
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A.I. Big Picture: OpenAI Valuation, Rise of Robotics & Mag 7's Role
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Ben Emons talks all things A.I. He points to OpenAI's valuation bid that could propel it as the highest valued private company as reason enough to keep evolving tech top of mind. Ben believes the company can become highly profitable if it maintains its open source LLMs once it goes public. On the hardware side, Ben sees robotics as a long-term grow…
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Graham: Businesses Hitting ‘Inflection Point’ on Tariff Expenses
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Stash Graham sees health care lagging but eyes opportunities in banks (preferring regional) and energy (natural gas especially). He also prefers stocks over ETFs or other investment vehicles. The “impulse for inflationary pressures is intensifying,” in the White House, he argues. This makes it less appealing for the Fed to cut rates, but with a wea…
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'Cautious' Ahead of TTD Earnings: New Clients & Ad Revenue Sluggish
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The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future g…
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Aquiles Larrea returns to the Big 3 and offers his take on companies he expects to make big A.I. moves. He notes Microsoft's (MSFT) Azure cloud strength as something he sees continuing, Apple (AAPL) recapturing lost legroom in the A.I. race, and Kingsoft (KC) capturing a sizeable Asian market with a "buyer beware" sticker attached. Charles Schwab's…
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The Ways We Move speaks with Angelo Collins on the Future of the Vertical Flight Society
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Tell us more about yourself and what you would like to hear! In this episode of The Ways We Move, host Nicolas Zart welcomes Angelo Collins, the Executive Director of the Vertical Flight Society, to the podcast. Together, they explore the evolution of air mobility, from traditional helicopters to cutting-edge electric vertical takeoff and landing (…
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Elanco (ELAN) CEO on the Big Business of Animal Health
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Jeffrey Simmons, President CEO of Elanco Animal Health (ELAN), discusses the company’s latest quarterly report. “We have seen an amazing start to the year,” he says. “Growth, innovation, cash is our value proposition to investors,” he adds, citing 8 straight quarters of growth. “We have 5 major innovations in major markets,” including in the $6B fl…
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LLY Plunges on Earnings & Weight Loss Drug Disappointment, Outlook Still Holds Optimism
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"This market is priced for perfection," says Rebecca Walser, and it caused investors to see any red mark on Eli Lilly's (LLY) earnings as bearish. The stock plunged when its oral weight loss drug disappointed, though she believes there's more than enough market share for it to rebound. Andrew Wang agrees, adding that backing from the Trump administ…
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Parking the Future - Chapter Eight: Embracing the Future
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In the final episode of Parking the Future, author and urban mobility expert Brooke Krieger narrates Chapter Eight, concluding the series with a forward-looking vision of how autonomous vehicles (AVs) will reshape transportation, land use, and urban life as we know it. This episode explores the unstoppable momentum of AV adoption and the strategic …
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DraftKings (DKNG) CEO on Earnings, Expansion & "Entertainment" Business Model
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Jason Robins, CEO and Co-Founder of DraftKings (DKNG), joins Sam Vadas to discuss his company's latest earnings, which included record quarterly revenue. He says management is keeping their sights on the company's long-term prospects. One key tailwind Jason sees for DraftKings is how the company currently only reaches half of the U.S. population, w…
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Job Market Bright Spots ‘Few and Far Between’
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Jessica Kriegel was “shocked” by the downward revisions in the jobs report next week and thinks there could be “stagflation” next quarter. Bright spots are “few and far between” in the market and companies need to “stay adaptable.” Jessica says it’s becoming more uncertain if economic data will be reliable after Trump’s firings. She also discusses …
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Square & Cash App Add Muscle Ahead of XYZ Earnings, is Its Future Already Priced In?
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Block (XYZ) reports earnings after the close on Thursday. It's Square and Cash App platforms are expected to perform well in the print, but as Marley Kayden notes, its Bitcoin holdings can prove to be a headwind ahead. Marley touches on Cathie Wood's Ark dumping $4.8 million of Block stock and weighs if Block's future prospects are already priced i…
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DASH Rushes to 52-Week High, Acceleration v. UBER & LYFT
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Wedbush's Scott Devitt argues DoorDash is a "phenomenal company priced for being a phenomenal company." While its valuations have soared, Scott makes the case that its earnings prove it can continue momentum. He explains where he sees DoorDash in the delivery race against peers like Uber Technologies (UBER) and Lyft Inc. (LYFT). Tom White turns to …
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FTNT Sells 25%, CELH Soars & ELF Shows Tariff Weakness After Earnings
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e.l.f. Beauty (ELF) gave back all the gains it made since its previous earnings report after exhibiting weakness around tariff uncertainty. Fortinet (FTNT) sold off a staggering 25% after the opening bell even though it posted a beat on its earnings. However, Celsius (CELH) shined as its Alani Nu partnership began to bear fruit. Sam Vadas takes inv…
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Broadening SPX & 20-Day SMA Crucial to Bull Run, Gold's "Quintuple Top"
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Kevin Green says the SPX did a "phenomenal job" on Wednesday holding the 6,300 — and now has 6,400 on the radar. He says as long as a broadening rally and 20-day SMA holds, that resistance can be broken. On gold, Kevin explains the commodity's "quintuple top" and weighs on whether it signals upside or downside price action. ======== Schwab Network …
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Apple (AAPL) Needs ‘One Really Great AI’ to Head Higher
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James Demmert sees “great” fundamentals in international equities. He likes the telecom sector, focusing on the “AI telecom space,” arguing Meta (META) is one of those names. He likes Apple’s (AAPL) further investment in the U.S. and says that because it’s late to the AI game it needs to woo back institutional investors. “All they have to do is com…
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"Disappointment Overall" for LLY Earnings, ABNB Shows Travel Weakness
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Eli Lilly's (LLY) earnings beat wasn't enough draw investors in. The bigger focus was on the company's weight loss pill that showed "disappointing" results. Jenny Horne talks about why the results weighed so heavy on Eli Lilly's report. As for Airbnb (ABNB), company management warned of revenue softness over travel woes. Jenny compares the earnings…
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India Trade Deal "Getting Worse, Not Better" as Tariff Headlines Linger
6:36
6:36
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Kevin Hincks says we remain in a headline-driven market. Tension around trade talks with India is something he believes will serve as a lingering headwind for markets. He also urges investors to keep an eye on the latest bond auctions as indicators for future volatility. ======== Schwab Network ======== Empowering every investor and trader, every m…
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Sterner: "More Concerned About Labor Markets" Than Inflation
6:54
6:54
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Eric Sterner heads to the NYSE set to discuss his broader macroeconomic viewpoints. He shares some concern over froth in the market, but overall believes the economy is still strong. Because of this strength, he posits the thought: Should the Fed cut at all if the economy is still churning along? He discusses the Fed's employment and inflation mand…
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Block (XYZ) earnings are set to report later today. Shares are down 10% so far in 2025 and about 23% off of its 52-week highs. Tom White looks at the chart patterns developing in the fintech company ahead of its release. Later, he composes an example options trade using a put diagonal with a bearish tilt. ======== Schwab Network ======== Empowering…
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LLY Tops Earnings, Stock Sheds Weight on Disappointing GLP-1 Pill Trial
8:48
8:48
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Eli Lilly (LLY) shares dropped after its latest earnings report and disappointing results for an oral GLP-1 pill. Lee Brown joins Sam Vadas to discuss the phase 3 trial and says "the markets missing the big picture here" believing "tolerability" is the key focal point. He points to the differences in Novo Nordisk (NVO) and LLY weight-loss drug offe…
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AAPL U.S. Investment, New Chip Tariffs Take Center Stage
9:26
9:26
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Kevin Green kickstarts Thursday's coverage with a look at two key headlines: Apple (AAPL) investing an additional $100B into U.S. manufacturing and Pres. Trump's latest tariff impact on the semiconductor space. For Apple, KG identifies the impact it could have on not only its supply-chain but other companies looking to emulate Apple's onshoring mod…
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Applovin (APP) shares are looking for direction after its latest earnings results painted a mixed picture in its 3Q report. Ben Watson joins Morning Movers to provide the technical perspective on its chart, using the short-term earnings reaction and the longer-term trends developing in the tech marketing company's stock. On the 1-year timeframe, Be…
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The End of Duty-Free: How the De Minimis Crackdown Is Rewiring Global E-Commerce
14:21
14:21
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For years, the de minimis rule allowed over $188B worth of low-value goods to enter the U.S. duty-free, fueling fast, affordable cross-border e-commerce. That era is coming to an end. In this episode, we break down: What the de minimis rule enabled, and why it’s being rolled back How new customs enforcement is reshaping global shipping and fulfillm…
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The AI Infrastructure Gold Rush: How Data Center Spending is Reshaping America's Economy
19:05
19:05
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Send us a text "AI Infrastructure Spending Surpasses Consumer GDP Impact for First Time in History" The American economy is experiencing an unprecedented shift as AI infrastructure spending contributes $152 billion to GDP versus $77 billion from consumer spending growth. Steve and Claire explore how Microsoft, Google, Amazon, and Meta's record $364…
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Agentic AI: How Autonomous Agents Are Revolutionizing Business Operations and Workforce Strategy
23:47
23:47
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Autonomous AI agents are no longer science fiction - they're reshaping entire industries right now, and business leaders who don't understand this shift risk being left behind. We dive deep into the world of agentic AI, exploring how these digital workers are revolutionizing everything from financial trading to healthcare diagnostics, manufacturing…
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What Role Do Power Electronics Play in Reducing Energy Waste?
5:22
5:22
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Energy efficiency is one of the fastest and most cost-effective ways to cut CO₂ emissions. In this episode, we explore how advancements in power electronics, including SiC, GaN, and next-gen UWBG semiconductors, are reducing conversion losses and improving energy use. Learn why efficiency is the key to a sustainable All Electric Society. For more i…
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How does a multi-billion dollar self-driving startup pivot from custom autonomous delivery vehicles to L4 software licensing? Nuro co-founder/President Dave Ferguson explains their new plan, the partnership with Lucid and Uber, and why deploying the first-ever luxury robotaxi makes sense. Also, Alex Roy asks an insane question.…
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UBER Autonomous "Growth Engine," Consumers & Partnerships Accelerate Business
6:56
6:56
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Ivan Feinseth has a $110 price target on Uber Technologies (UBER), believing the company can greatly benefit from robotaxi tech. He adds that the company's $20 billion buyback is a stamp of confidence from Uber that it can add to its cash flow. Greg Halter says that cash flow is what originally attracted him to the name. Management commentary on th…
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Crypto Corner: Stablecoin Focus, BLSH IPO, CRCL Earnings Preview
6:51
6:51
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Jenny Horne and Adam Lynch dissect the latest news on the ongoing stablecoin adoption themes in today's market. From SEC guidance on U.S. Dollar backed stablecoins to Peter Thiel's Bullish IPO, don't miss the latest episode which also features a preview of Circle (CRCL) earnings. VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND…
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Stock Market Today: AAPL $100B U.S. Investment, SMCI Slides, SHOP & ANET Rally
2:15
2:15
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Most stocks closed in the green following yesterday's weakness, though small caps took a hit on the session. The biggest story of the day came from Apple (AAPL), which rallied after it announced an additional $100 billion investment into U.S. factories. Supermicro (SMCI) slid close to 20% on earnings, while Shopify (SHOP) and Arista Networks (ANET)…
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Consumer Trends Shift: From Revenge Spending to Discerning Selection
5:29
5:29
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Katie Thomas discusses the latest findings from the Carney Consumer Institute's Stress Index. Despite flat overall stress levels, Thomas notes that consumers are dynamically managing through multiple stressors, leading to a "stress resilient" or "just bored" mentality. This dynamic is driving a shift from "revenge spending" to "revenge selection." …
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Labor Market's "Frozen State" Amid "Still Evolving" Trade Policy
7:39
7:39
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Charles Schwab's Kevin Gordon says Friday's "overreaction" to the jobs report hardly turned out to be one, as markets firmed up and expended breadth. However, he points to signals that the labor market is entering a "frozen state." Kevin adds that the resurgence of meme stocks and high-risk investments aren't as strong as they were in 2020-2021, su…
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Aeluma (ALMU) CEO on Role in A.I. Industry & "Innovation Security"
9:27
9:27
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Jonathan Klamkin, CEO of Aeluma (ALMU), talks about his company's advancements in A.I. and autonomous tech, including LiDAR. Aeluma has partners across the defense and aerospace sectors, including NASA. Jonathan adds that he doesn't see much impact from tariffs as his company seeks suppliers outside of China. On the broader chipmaking process, he s…
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SPX Holds 6,300, "Gamma Wall" and Volume Pose Challenge to Bulls
6:19
6:19
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The 6,300 level Kevin Green watched at the start of the session held, though he warns investors of a big "gamma wall" ahead. He talks about why this set up occurs and the levels investors will want to watch. Something else to keep an eye on: SPX volume and how it trended lower on Wednesday. Kevin later notes Berkshire Hathaway (BRK/B) shares hittin…
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July ETF Inflows: Active ETFs Gain, Crypto Splits Between Bitcoin and Ethereum
9:51
9:51
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Jillian DelSignore from Nasdaq covers the latest ETF flow data from July. Inflows hit $123 billion, with records for active ETFs and crypto ETFs. Active has increased its share from 3% to over 40% in the last 10 years, which she attributes to investors taking more control of their assets and the “evolution of the [ETF] wrapper.” In crypto, inflows …
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Software as a Defensive Sector, IPO Market Potential
7:38
7:38
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“The software space is highly defensive” in the enterprise area, Marcus Bodet says. He thinks valuations in that area are still “depressed,” creating opportunities for investors. He thinks that enterprise can continue to adopt AI to boost its value and offerings. Software, Marcus points out, is also more resistant to tariffs. Turning to rates, he t…
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Fitz-Gerald: PLTR, JPM & TSLA "Stand Out" Stocks, SPX to Hit 7,000
6:13
6:13
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"If the wild cards stay off the table," the SPX can hit 7,000 in the coming months, says Keith Fitz-Gerald. He argues there's still lots of money on the sidelines and expects a lot of that to come in once the Fed starts cutting interest rates. Keith explains how companies like Palantir (PLTR), JPMorgan Chase (JPM), and Tesla (TSLA) "stand out" as l…
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MNTN CEO on Bringing New Companies to Streaming Advertising
5:24
5:24
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Mark Douglas, CEO of MNTN (MNTN), an advertising company, breaks down advertising trends and the latest earnings. He talks about moving away from traditional ad space and embracing streaming ads, as well as helping new companies access those markets. Their technology allows customers to find their demographics and fine tune their pitch, Mark says. …
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