Best Content Delivery Network Podcasts (2025)

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Housing Market in “Gridlock,” Splitting into Haves & Have Nots 7:48

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20m ago7:48

7:48

“Homebuilders across the board don’t have equal sentiment” and it depends on size, says Katie Hubbard. Large homebuilders are optimistic while smaller ones are struggling based on the Housing Market Index data, she argues. She notes significant pent-up demand that can be “unlocked through lower rates” and highlights Warren Buffett’s recent bet on h…

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Macro Conditions Shake HD, Holds Foundation for Future Growth 6:12

22m ago6:12

6:12

Recent economic data showed that Home Depot's (HD) prior commentary on spring and summer being a "Super Bowl" housing season did not come to fruition. Marley Kayden notes macro pressures that pinned the stock heading into its earnings Tuesday morning. That said, analysts say there's a foundation for Home Depot to rebuild on. Prosper Trading Academy…

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Bradley: PANW "Tip of the Spear" in Cybersecurity, CyberArk Acquisition Bullish Long-Term 11:53

35m ago11:53

11:53

Cybersecurity is "not a nice to have, it's a have to have," says Nathaniel Bradley. Ahead of Palo Alto Networks' (PANW) earnings after the close on Monday, he called the company the "tip of the spear" in the industry. Nathaniel adds that the acquisition of CyberArk gives Palo Alto more "scale" to bolster future operations. Tom White offers a pair o…

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NVDA Price Target Hikes, NVO Gains on Wegovy FDA Approval, DAY Up Over 25% 9:46

39m ago9:46

9:46

Novo Nordisk (NVO) jumped higher after the FDA approved the company's Wegovy drug as a liver disease treatment. Dayforce (DAY) rallied more than 25% off reports that Thoma Bravo is looking to acquire the company. Nvidia (NVDA) has more bullish momentum heading into next week's earnings thanks to price target hikes from Morgan Stanley and Cantor Fit…

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Young: Powell Must Signal Rate Cut for Market to Move Higher 10:11

1h ago10:11

10:11

Alec Young says what the market needs this week is for Fed Chair Jerome Powell to signal a rate cut at Jackson Hole. “There’s definitely room for some profit taking” right now, he adds, but is bullish into 2026. However, he says Powell is right to have concerns about cutting based on the economic data. If the market did sell off this week, he consi…

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Treasury Volatility Crush Good for SPX Heading Into Jackson Hole 5:25

1h ago5:25

5:25

6,500 is the SPX level bulls want to hit heading into the Jackson Hole Symposium, according the Kevin Green. He highlights technicals investors should watch on Monday's session and for the week ahead. In explaining the equity rally, Kevin points to a crush in treasury volatility as a correlation to the push higher. He adds that general volatility i…

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META Plans Another A.I. Restructure, "Tactical Outperform" Expected in TGT 8:37

7m ago8:37

8:37

Evercore ISI added Target (TGT) to its "tactical outperform" list after the retail giant's stock has been beaten down over the last year. As Jenny Horne notes, the firm also moved Lowe's (LOW) to its "tactical underperform" list. She explains why Evercore made the adjustments ahead of both companies' earnings. On the A.I. front, Jenny weighs in on …

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This Week's Market Movers: Ukraine War, FOMC & WMT Economic Barometer 6:26

10m ago6:26

6:26

President Trump will meet with Ukrainian president Volodymyr Zelenskyy and other European leaders to discuss the war in Ukraine, something Kevin Hincks expects to moves markets to start the trading week. Also on the docket: Jackson Hole and what will likely be Fed chair Jerome Powell's final speech at the summit. On the earnings front, retail compa…

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Options Corner: HD Example Trade 4:34

17m ago4:34

4:34

Ahead of earnings later this week, Rick Ducat looks at how Home Depot (HD) shares are performing against Lowe's (LOW). Rick points to several areas of past resistance and support near the $396 and $400 levels to watch out for following their quarterly release. Tom White demonstrates an example put vertical trade for HD. He walks through the short-t…

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'Wall of Worry' and Downside Risks Emanating from the Labor Market 7:16

19m ago7:16

7:16

Garrett Melson says downside risks for the U.S. economy reside within the labor market. He points to recent data trends chipping away at the resilient labor market. Garrett believes that markets are already pricing in a 25bps cut and will closely monitor the Federal Reserve interest rate policy. He discusses the bifurcation between Fed governors an…

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"Tried and True" Cybersecurity Companies Can Benefit Now 5:20

21m ago5:20

5:20

In the face of growing cybersecurity threats, Alex Hamerstone says companies are looking for places with a "solid" reputation. He previews Palo Alto Networks (PANW) earnings. Alex adds that it's tougher to bring in cybersecurity solutions in-house, which could benefit companies like PANW. ======== Schwab Network ======== Empowering every investor a…

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Energy Market Fallout from Trump/Putin Meeting, Zelenskyy/Europe Next 7:51

24m ago7:51

7:51

Kevin Green kicks off the trading week with eyes on geopolitical headlines weighing on minds of investors and traders. He recaps Friday's Alaska talks between U.S. President Trump and Russian President Putin before preparing for this week's meeting with Ukrainian President Zelenskyy as well as European leaders. KG is watching the energy space as bo…

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Chart of the Day: NVDA "Chip and Rip" 3:34

30m ago3:34

3:34

Ahead of Monday's open, Ben Watson examines recent price activity in Nvidia (NVDA). On a 5-day 5-minute chart, Ben uses an ADX study to show one way of analyzing the chipmaker's recent moves ahead of earnings on August 27. On the longer term chart, Ben points to Nvidia's "chip and rip" upside momentum. He highlights previous areas of resistance at …

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Charting Retail Earnings: HD, TJX & WMT Report This Week 15:13

12h ago15:13

15:13

The latest retail sales report on Friday brought retail companies back in focus ahead of their earnings. Sam Vadas takes investors through the latest developments in Home Depot (HD), TJX Companies (TJX), and Walmart (WMT). Rick Ducat gives investors a closer look at key levels in the charts. ======== Schwab Network ======== Empowering every investo…

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Strandbags | Group Chief Technology Officer | John Khoury 11:14

21h ago11:14

11:14

By iTnews Australia

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Tech Corner: DELL A.I. Position Ahead of 2Q Earnings 6:36

1d ago6:36

6:36

George Tsilis dives deep into the business operations of Dell Technologies (DELL). In this week's edition of Tech Corner, find out what role DELL has in the burgeoning A.I. adoption among the overall economy. Ahead of DELL's 2Q earnings print, George provides an overview on the company's financial position and historical performance. ======== Schwa…

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Nuclear's "Long-Term Play," Bull Case in Healthcare & Aerospace 9:01

2d ago9:01

9:01

Todd Stankiewicz turns to corners of the market he thinks investors should watch. One of the biggest: energy, specifically the nuclear power space. He sees nuclear companies powering A.I. infrastructure's exponential need for electricity. Todd explains telehealth's role in giving healthcare its next leg higher and his deregulation bull case on aero…

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Philips (PHG) Invests $150M+ in U.S. AI Ultrasound Expansion, Creating 100 Jobs 5:24

3d ago5:24

5:24

Philips (PHG) plans to invest over $150M in U.S. manufacturing and R&D, expanding production of its AI-enabled ultrasound systems. Global Chief Operations Officer Wim Appelo joins to discuss the investment, which takes Philips' total U.S. investment to over $1B/year. Appelo highlights how AI integration in ultrasounds drives efficiency and capabili…

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Stock Market This Week: Chip Tariffs, INTC Soars, CRWV Crashes, UNH Berkshire Stake 2:29

3d ago2:29

2:29

Markets muscled yet another winning week, led by a 3% rally from the RUT. The A.I. trade continued to dominate headlines, starting with Monday's announcement that Nvidia (NVDA) and AMD Inc. (AMD) will pay 15% of China chip revenue to the U.S. Intel (INTC) closed as the S&P 500's top performer of the week while CoreWeave (CRWV) sold off significantl…

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Overlooked Stock: RIGL Nearly Doubles Stock in August 6:23

3d ago6:23

6:23

Rigel Pharmaceuticals (RIGL) is up 88% in August and more than tripled its stock price over the last year. The staggering upside rally began with a massive earnings beat and raised guidance. George Tsilis talks about why the numbers are drawing a staggering number of new investors to the company. ======== Schwab Network ======== Empowering every in…

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Crypto Turmoil: Bitcoin Slides, Ethereum Shines Amid Inflation and Fed Uncertainty 10:53

3d ago10:53

10:53

Phil Streible discusses why Bitcoin's recent volatility is here to stay, and why Ethereum is stealing the show. He also breaks down the latest moves in gold, copper, and oil, and shares his price targets for each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt…

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Hard v. Soft Data Clashes Again, 300% Tariffs Aimed at A.I. Chips 5:47

3d ago5:47

5:47

While retail sales ticked upward, Cooper Howard with Charles Schwab notes that consumer sentiment ticked down. He suggests the numbers show another divergence between hard and soft data, especially after Thursday's PPI print came in hotter than expected. Michelle Gibley talks about the international front with President Trump's anticipated A.I. chi…

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Selling Pressure Grips SPX, Futures Reaching Technical Apex 5:51

3d ago5:51

5:51

Pops throughout the day Friday were largely sold off, notes Kevin Green. While the index held its consolidation range, "it's not the day you want to see" heading into the weekend. He adds insight through another chart showing how market breadth thinned during the session. Kevin also turns to technicals in the SPX futures and points to an apex that …

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Consumer Spending Soars: AMZN Drives Growth Amid Inflation Worries 8:20

3d ago8:20

8:20

U.S. consumer spending just logged its second straight month of gains, and Anthony Ferry says it's a testament to the strength and resilience of the U.S. consumer. Despite inflation concerns and tariff uncertainty, Ferry notes that consumers are still willing to spend, particularly in categories like motor vehicles, where they may be trying to beat…

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Short-Term Fixed Income Fades as ETFs Gain Traction 6:44

3d ago6:44

6:44

Karen Veraa-Perry says investors are favoring short-term durations in fixed income, but sees an opportunity to add duration and maximize income before the next Fed rate cut. She also notes that ETFs are becoming a preferred vehicle as they offer tradability and access to active strategies. Karen discusses the performance of actively managed fixed i…

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Bullish on META, MSFT, GOOGL, and Homebuilders: Market Record Highs Ahead 8:24

3d ago8:24

8:24

Eric Clark discusses why he's still constructive on the market despite recent volatility. He's bullish on consumer stocks, particularly those with strong e-commerce exposure, citing names like Meta Platforms (META), Shopify (SHOP), and Ulta Beauty (ULTA). Clark likes companies with AI capabilities, such as Microsoft (MSFT), Alphabet (GOOGL), and Se…

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"We're Just Getting Going:" Circle (CRCL) CFO on Earnings & Stablecoin Acceleration 9:11

3d ago9:11

9:11

Jeremy Fox-Geen, CFO of Circle (CRCL), sees lots of opportunity for his company to grow in the stablecoin industry, talking about the "long runway" for growth in Circle's earnings. He says the "world has woken up" to crypto-centric technologies and that adoption will only accelerate. When it comes to Circle's outlook, Jeremy says it is focused on e…

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Bullish Market Forecast: Big Tech and International Plays Lead the Charge 7:06

3d ago7:06

7:06

Greg Dukes sees a strong finish for the market, driven by the "big beautiful bill" and leadership from big tech. He expects the Fed to cut rates 25-50 basis points in September, with a 50/50 chance of another cut by year-end. Dukes is bullish on Microsoft (MSFT), Johnson & Johnson (JNJ), and Alphabet (GOOGL), and likes international plays like Toyo…

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Consumer Sentiment Slides, Retail Sales Rise: A Mixed Economic Picture 6:38

3d ago6:38

6:38

Consumer sentiment took a hit in August as concerns about inflation and a potential recession loomed. Morningstar's David Swartz says consumers are pulling back on discretionary spending due to economic uncertainty, while Conference Board's Dana Peterson notes a rise in inflation expectations in July. However, not all retailers are created equal - …

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JOBY Takes Flight — Literally, Stock Moves Lower 4:56

3d ago4:56

4:56

Joby Aviation (JOBY) completed its first test flight between two U.S. airports that lasted 12 minutes. Despite the successful test, the stock still traded down on Friday. George Tsilis explains that while Joby boosted optimism for autonomous flight and evolving tech, he points to macro factors for the decline in shares. ======== Schwab Network ====…

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Episode 27: Food is Medicine 48:55

3d ago48:55

48:55

Host Nicholas O. Biasotto, DO is joined by Michelle Axe, MS, CHES and Katelyn Fritzges, MD, CCMS for a powerful Food is Medicine conversation. Together, they explore how nutrition can transform patient outcomes, covering everything from integrating healthy food into care plans and addressing nutrition security, to navigating patient barriers, findi…

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Inflation Shifts and Consumer Backlash: MSFT, SAM, BF/B in the Crosshairs 4:47

3d ago4:47

4:47

Eddie Yoon breaks down the latest data on the consumer, citing flat PCE and disposable income growth despite inflation headwinds. He believes the 2% inflation rate is "far behind us," and 3% will become the new normal, driven in part by surging energy costs and AI-driven demand. Yoon also notes the potential for a consumer backlash against big tech…

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"Fears Valid" in AMZN Same-Day Delivery Expansion, AWS Remains Cloud Leader 7:42

3d ago7:42

7:42

LikeFolio's Megan Brantley says Amazon's (AMZN) same-day grocery delivery expansion will disrupt the space. She notes the company's Prime membership paired with delivery improvements will steer customers away from retail giants like Walmart (WMT) to their platform. Megan later talks about the company's A.I. endeavors through AWS cloud. While growth…

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"Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback? 6:03

3d ago6:03

6:03

Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I. player, exposure to China and current valuation levels have him questioning a short to mid-term rebound. John Buckingham is more bullish, arguing that a "v…

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AI Optimism Fades: Rotation into Hard Assets Gains Traction 7:12

3d ago7:12

7:12

Larry McDonald says the AI-led optimism may have peaked, citing Mag 7 infighting and ETF underperformance. He sees a rotation out of financial assets and into companies that own hard assets, such as copper, silver, and gold miners, as well as natural gas equities. McDonald believes this shift is not about being bearish or bullish but about a "colos…

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The Big 3: OPEN, RIGL, JOBY 15:33

3d ago15:33

15:33

Tim Bohen talks about Opendoor's (OPEN) "fundamental case" for real estate, even after shares exploded to the upside in an ongoing meme stock craze. He sees something similar in Rigel Pharmaceuticals (RIGL), noting the stock nearly doubling just in August. Tim expects Joby Aviation (JOBY) to make a substantial rally similar to July's as investors s…

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Bull Market in Extra Innings: Key Metrics and Tariff Impacts to Watch 7:35

3d ago7:35

7:35

Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal…

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EdgeRunner AI CEO: A.I. "Mission Critical" for Military, "We Go Where Palantir Can't Go" 7:39

3d ago7:39

7:39

EdgeRunner AI CEO, Tyler Saltsman, says artificial intelligence will inevitably continue to evolve in the defense and military space. He touches on how EdgeRunner uses A.I. and how it aids soldiers focus more on their mission without being bogged down in analytics. He also notes what makes his company different from Palantir (PLTR). "A.I. is not pe…

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AMAT Guidance Cuts Into Shares, CSCO Downgrade, CRM Upgrade 8:36

3d ago8:36

8:36

Diane King Hall talks all A.I. trade developments moving markets Friday morning. Applied Materials (AMAT) sold off more than 10% after it posted disappointing guidance and hinted at China tariff pressures. Cisco (CSCO) faced pressure of its own after HSBC downgraded the stock from buy to hold. Diane noted one bright spot in Salesforce (CRM), which …

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TGT Downgrade Ahead of Earnings, Growth Faces Critical Headwinds 7:52

3d ago7:52

7:52

A "deteriorating long-term outlook" is behind BofA's downgrade on Target (TGT). Marley Kayden breaks down the analysis and weighs the company against Walmart (WMT), highlighting spots where Target is lagging. Dan Deming offers an example options trade for Target. ======== Schwab Network ======== Empowering every investor and trader, every market da…

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Calm Before the Storm: AI and Tech Poised for New Highs 9:37

3d ago9:37

9:37

Ben Fulton expects the market's calm before the storm to give way to a potentially volatile fall, driven by a heavy sector rotation. Despite this, he's optimistic about new highs in the fall and winter for stocks, particularly in AI-driven areas like tech and communications. Fulton also believes a potential rate cut in September could provide a boo…

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ny NVDA Dip a "Gift," AMD & INTC Good Alternatives 9:36

3d ago9:36

9:36

Matt Tuttle sees Nvidia (NVDA) as a strong long-term stock to own but would not trade near its all-time high. He says the market leader needs to deliver a blowout quarter "and then some" in order to impress investors with earnings later in August. That said, Matt calls every dip in Nvidia a "gift." He also calls AMD Inc. (AMD) and Intel (INTC) good…

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SPX Breakout Potential, Crude's Bearish Signals & KRE Bullish Momentum 6:26

3d ago6:26

6:26

There's a lot to keep on the radar for Friday's session, with Kevin Green noting a potential breakout in the SPX to close the week. However, crude oil's technicals point to bearish indicators for the overall market, with President Trump and Vladimir Putin's meeting expected to spark volatility. Kevin later highlights technicals in the financial spa…

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Berkshire Hathaway Backs UNH, U.S. Government Eyes INTC Stake 8:54

3d ago8:54

8:54

UnitedHealth (UNH) got a big boost from Berkshire Hathaway. Warren Buffett's firm announced it took a stake in the company, a much needed move for the healthcare company, says Sam Vadas. She also notes the "unusual" headline of the U.S. government looking to take a stake in Intel (INTC). Sam explains the role national security around the A.I. chip …

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Options Corner: UNH Bullish Move After Buffett Buys In 5:18

3d ago5:18

5:18

UnitedHealth (UNH) shares have "significantly underperformed" the broader S&P 500 (SPX) so far in 2025, says Rick Ducat. He examines the UNH chart following news that Warren Buffett's Berkshire Hathaway (BRK/B) has taken a stake in the company. Rick highlights the downtrend signals and current levels of potential upside resistance for bulls to watc…

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Crypto Sentiment Outlook & the U.S. Role in Leading Digital Currencies 6:14

3d ago6:14

6:14

Nick Motz joins Morning Movers to discuss the current state of crypto investing. He believes sentiment is positive based off of additional clarity provided by U.S. legislative efforts like the GENIUS Act. Nick says not only will the changes help bring talent back to the domestic crypto companies but also provide dominance for U.S. dollar backed sta…

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Nelson on TSLA: "Don't See Any Upside for This Stock" 6:05

3d ago6:05

6:05

CFRA's Garrett Nelson has a $300 price target and a 3-star rating on Tesla (TSLA). He admits the stock has been an "underperformer" in 2025, but says his concerns now are about the company's 4Q performance in the wake of EV tax credits expiring. Garrett points to market share declines in China and Europe as another area to watch. On Elon Musk, Garr…

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Chart of the Day: CRM Upgrade 4:13

3d ago4:13

4:13

Salesforce (CRM) received an upgrade from the analyst at D.A. Davidson. The firm lifted its rating to a neutral rating from underperform, saying activist investor involvement "may help the company correct course." Brett Crowther joins the show to dissect the software company's technical layout on the charts. He says the $230 level is a key level of…

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Inflation Data Weighs on Futures After PPI Surprise, Trump-Putin Meeting & AMAT Earnings 8:29

3d ago8:29

8:29

Thursday’s PPI report came in well above expectations, reigniting U.S. inflation concerns. Kevin Green discusses what could push the S&P 500 to fresh highs, with 6,600 as the next key technical level after today’s August monthly options expirations. President Trump is set to meet Russian President Putin on Friday in Alaska, and crude oil markets ap…

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Trump & Putin Meet in Alaska, Retail Sales Uptick & Measuring Regional Data 7:50

3d ago7:50

7:50

"We've got something for everyone today" when it comes to news around the markets, says Kevin Hincks. He talks about the evolving inflation picture with retail sales showing an uptick in activity. On the geopolitical front, President Trump and Vladimir Putin will hold a long-awaited meeting in Alaska to discuss the future of Ukraine. Kevin later no…