Best Content Delivery Network Podcasts (2025)

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Tigay: ‘Many More Years of AI Trade to Come’, What’s Next for Tesla (TSLA) 6:30

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2h ago6:30

6:30

“We have many more years of this AI trade to come,” Joe Tigay argues, despite fears of a bubble. He looks at Tesla (TSLA), saying that “without Elon” there is no Tesla, and he wouldn’t want to invest in the company if he wasn’t leading it. However, he notes that Elon’s new pay package and goals are extremely ambitious. ======== Schwab Network =====…

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Greenland Energy Eyes Mega Oil Field with Halliburton Support 5:57

2h ago5:57

5:57

Robert Price, CEO of Greenland Energy Company, joins the show to discuss the company's efforts to develop what could be one of the largest oil fields in the world, located onshore in Greenland. With an independent engineering report suggesting significant potential, Greenland Energy is repositioning equipment and expects to break ground in the summ…

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Monday's Final Takeaways: PFE Buying MTSR, China ADRs & Port Fees 5:23

2h ago5:23

5:23

While the A.I. trade and Trump's knock on health insurers took a lot of market attention in Monday's session, Marley Kayden and Sam Vadas turn to other stories behind today's moves. Healthcare saw another big headline in Pfizer's (PFE) bid for Metsera (MTSR) while international traders had their eyes on China. ======== Schwab Network ======== Empow…

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EARNINGS ALERT: CRWV & RGTI 8:33

2h ago8:33

8:33

A.I. and quantum computing took the attention of investors after Monday's closing bell. Marley Kayden, Sam Vadas, and Kevin Green discuss the better-than-expected losses in CoreWeave (CRWV) and Rigetti Computing (RGTI) and where both companies stand in the evolving A.I. space. ======== Schwab Network ======== Empowering every investor and trader, e…

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Overlooked Stock: GSAT 11-Year High 4:58

2h ago4:58

4:58

Globalstar (GSAT) hit highs it hasn't seen since 2014 after B. Riley raised its price target on the satellite services company. George Tsilis centers on what the firm sees in the company's outlook and where the company stands compared to peers in Starlink and how Apple (AAPL) plays a pivotal role in its growth story. ======== Schwab Network =======…

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CoreWeave Up 200% Post-IPO: Analyzing CRWV Chart & Options Ahead of Earnings 5:11

6h ago5:11

5:11

Before CoreWeave reported earnings after Tuesday's close, Rick Ducat dove into the A.I. infrastructure company's technicals. While the stock surged since its IPO, Rick points out that CoreWeave (CRWV) still hasn't rallied as much as peers like Nebius (NBIS) and Applied Digital (APLD). He highlights key levels to watch and where investors expect the…

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Melker: Adding Crypto to Homebuying is ‘Game Changer’ & ‘Natural Evolution’ 6:38

2h ago6:38

6:38

Scott Melker says the U.S. Senate bill allowing crypto assets to be included in mortgage risk assessments is a “game changer” for U.S. crypto owners. “I don’t think there’s any risk to this,” he says, it is only a “natural evolution” of the industry. He argues the only reason it hasn’t been adopted already is the industry is just slow to adapt. ===…

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Soloway: Government Reopening "Bull Trap," SMH & Bitcoin "Topping" Signals 8:28

2h ago8:28

8:28

While Monday's rally came partially off investor hopes of the government reopening, Verified Investing's Gareth Soloway believes the catalyst will be a bull trap. He argues the economy "has only gotten worse." As for equities, Gareth turns to his technical analysis in semiconductors and Bitcoin that he believes show warnings flags for the stock mar…

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October 2025 STAX: A.I. Dip Buyers Persist, Gen X Ups Risk-Taking Appetite 9:24

3h ago9:24

9:24

Joe Mazzola with Charles Schwab goes in-depth on the firm's October 2025 STAX report, which showed yet another tick higher. He says the report reinforced a dip-buying mentality, especially in Mag 7 and high-beta names like Nvidia (NVDA), Meta Platforms (META), and Palantir (PLTR). Among the stocks that sold the most: AMD Inc. (AMD), Tesla (TSLA), a…

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Xometry (XMTR) CEO on ‘Record Year’, Using AI for Custom Machinery 7:33

3h ago7:33

7:33

Randy Altschuler, CEO of Xometry (XMTR), discusses their latest earnings and the business of creating custom machinery and parts. He tells viewers a success story about gaining clients and talks about how their reliability and customization options are crucial to its success. He explains how they’ve built an AI-powered marketplace to connect custom…

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How Fast Can Travel Return to Normal After Shutdown Ends? 6:08

3h ago6:08

6:08

Sean Cudahy and Tom Essaye discuss how the government shutdown has impacted airlines. Sean says almost 25,000 flights have been cancelled since the beginning of the shutdown, with 2,000 today alone. The end “can’t come soon enough,” he says. They discuss how quickly travel can return to normal after the shutdown lifts. Tom looks at the best-positio…

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Gold Clears $4,100; Thin Trading Could be Pushing Prices Higher 7:38

3h ago7:38

7:38

Axel Merk thinks investors are choosing metals over bonds and discusses the demand for precious metals in the market. “Because this market is so much smaller than the bond market in particular, you don’t need that many people to come into the market to have outsized returns,” he notes, as gold climbs over the $4,100 level. He stresses that investor…

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Used Auto & EV Space Accelerates Amid Pricing Pressures to Industry 7:18

21m ago7:18

7:18

"2025 has been a pretty interesting year for the auto industry," says Kevin Roberts with CarGurus. He has a particular interest in the used car market, noticing a rise in vehicle sales under $30,000 and/or with cars seven years or older. Kevin sees similar trends in the EV space after the Trump administration axed the EV tax credits. With interest …

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Opendoor "Transformation" Coming? JPMorgan Sees OPEN Turnaround 5:40

28m ago5:40

5:40

Opendoor (OPEN) has become a staple to the meme stock trade, though JPMorgan sees the company's new management setting the foundation for a new beginning. George Tsilis talks about how the rental listing company is navigating the space with shaky footing on the backs of an earnings miss last week. He explains how a pivot to an "asset-light model" h…

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Ca$htag$: Chipotle (CMG) Sees Earnings Drop, Gen Z to Blame? 7:42

2h ago7:42

7:42

Likefolio’s Andy Swan covers Chipotle (CMG), where he notes a major change in visits: -17% year-over-year. He thinks that “an entire generation of consumers” is moving away from the company, and they were the ones who “built the company up.” The other big story he sees is “people are complaining” that their portions aren’t large enough. ======== Sc…

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Instacart (CART) Earnings: Delivery Competition Stiff, Opportunities in Digital 6:49

3h ago6:49

6:49

Scott Devitt examines Instacart (CART) earnings and the consumer delivery space. He calls the report itself “decent” but thinks that longer term it will continue to have more competition, especially from Amazon (AMZN) and Walmart (WMT). He has an Underweight rating on the stock. He thinks growth has been juiced by temporary promotions and expects o…

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Parent of Norton, Lifelock Gen (GEN) CFO on Consumer Cybersecurity & Earnings Beat 8:13

3h ago8:13

8:13

Natalie Derse, CFO of the cybersecurity company Gen (GEN), joins Trading 360 to discuss their earnings. Consumer brands include Norton, Avast, Lifelock and other online security services. She breaks down the numbers and covers their recent acquisition of MoneyLion. She emphasizes the importance of strong messaging and consumer relationships to the …

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The Big 3: OKLO, HALO, V 12:46

4h ago12:46

12:46

Mike Shorr with Prosper Trading Academy is mostly bullish on today's Big 3. He expects explosive price action to happen after Oklo Inc.'s (OKLO) earnings on Tuesday and sees Halozyme Therapeutics (HALO) making a near-15% run high if it breaks through key resistance. However, Mike is more neutral on Visa (V). He offers example options trades while R…

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Andrew Arons: META, LULU, UBER Could Move ‘20%’ 6:19

4h ago6:19

6:19

Andrew Arons sees “a lot more room to run,” citing earnings particularly. He is certain the Fed will cut rates, next year if not in December. Some of his favorite stocks are Meta (META) and Uber (UBER), and he also likes Lululemon (LULU). He makes the case for each of them, and says all of them could move 20% in a “relatively short period of time.”…

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Power Contract & Capacity Crucial in CRWV Earnings, "Balancing a Lot" Into Report 8:03

4h ago8:03

8:03

Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints. Concentration risk is another concern Don has for the A.I. infrastructure company, though he sees CoreWeave di…

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Health Insurer Stocks Wounded by Trump Comments, UNH Options Trade 4:45

5h ago4:45

4:45

Truth Social comments from President Trump against health care insurers sent stocks like Centene (CNC), HCA Healthcare (HCA), and Molina Healthcare (MOH) plunging Monday morning. Marley Kayden takes a closer look into the president's rhetoric and explains whether a bounce back is possible. Prosper Trading Academy's Charles Moon offers an example op…

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Congress Races to End Government Shutdown, Air Travel Catalyst for Push 4:41

5h ago4:41

4:41

Charles Schwab's Mike Townsend offers a Big Picture perspective on what's next for the government shutdown. He doesn't expect the shutdown to officially end until the end of the week, noting procedures Congress must take to pass the appropriations bills in question. Mike talks about how those bills will help SNAP benefits, the agriculture industry,…

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What End to Government Shutdown Means for FOMC & Markets 4:29

5h ago4:29

4:29

The Big Picture for Charles Schwab today focuses on the presumptive end to the government shutdown. Kathy Jones explains that an expected influx of data will clear the fog on the Fed's path forward, though it may not happen the way many people expect. She turns to the bond market to highlight volatility investors in the space should brace for. ====…

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TSM "Slower" Growth Still Holds "Margin Driver," NVDA & Tech Rallies on Shutdown Ending 10:37

13h ago10:37

10:37

Kevin Green turns to the big headline taking up the oxygen Monday morning of a potential end to the government shutdown. While the ACA is something he sees remaining a contentious issue, SNAP funding being issued through next September offers a counterbalance of support. On the tech trade, Kevin notes TSMC's (TSM) 17% revenue growth as "slower" tha…

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Wayne Kaufman’s Picks During ‘Test of Investor Demand’: GOOGL, KLAC, LRCX & More 8:02

14h ago8:02

8:02

Wayne Kaufman thinks this week will be a “great test of investor demand.” Market breadth continues to struggle, with more new lows than new highs being made. He notes that energy and healthcare are leading, and he’s watching for rotation and “new buy signals” on AI stocks as he actively trades the market. Wayne likes Alphabet (GOOGL), hoping to “fi…

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Storage Chip Upgrades, Healthcare Stocks Slide & CART Delivers Earnings Win 6:14

5h ago6:14

6:14

Memory chip stocks like SanDisk (SNDK), Seagate (STX) and Western Digital (WDC) gathered more bullish traction from firms like Loop Capital and Barclays. Diane King Hall explains where the Street is seeing more upside for these companies and the role A.I. plays in their theses. Healthcare stocks dipped after President Trump made comments against he…

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Earnings to Watch as Government Shutdown Signals End in Sight 4:40

5h ago4:40

4:40

Kevin Hincks reports from the Cboe Global Markets to talk about the big headline on many investors' minds this morning: a potential end to the government shutdown. He offers his take on what it means for price action ahead. Kevin later talks about key earnings to watch this week, from CoreWeave (CRWV) to Walt Disney (DIS). ======== Schwab Network =…

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China's Soybean Demand & the Outlook for Agricultural Commodities 8:10

6h ago8:10

8:10

Sal Gilbertie weighs in on the grains market as U.S.-China trade ties are repaired. He examines the soybean market saying China is by far the largest soybean buyer, but says global soybean demand keeps going up for chicken feed, biofuel and other markets are buying as well. Sal says Brazil is a competing soybean exporter, but notes that "there aren…

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Options Corner: CRWV's Dip Ahead of Earnings 4:59

6h ago4:59

4:59

CoreWeave (CRWV) earnings are on deck. Rick Ducat prepares investors and traders for the report with a look at the technical formations on its chart. He looks at the downtrend from its highs around $187, circling the sharper move down over the past couple of weeks. Rick highlights a "big breakdown" on its RSI momentum indicator and larger volume ac…

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CRWV Earnings Preview & A.I. CapEx Outlook 6:15

7h ago6:15

6:15

Futurum's Dan O'Brien joins Morning Movers to discuss the overall tech sector and last week's pullback, saying "it was necessary at some point." He believes investors are trying to make sense of the massive A.I. capex commitments from the hyperscalers. Dan believes "demand outpaces supply" for at least the next several years saying the primary cons…

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Chart of the Day: RGTI Ahead of Earnings 3:12

7h ago3:12

3:12

Rachel Dashiell examines the quantum computing name Rigetti (RGTI) and its near 400% rise over the past 90 days. She says the stock's pullback makes technical sense, pointing to support around the $32 level. Rachel also looks at a 1-year chart and underlines the 50-day moving average as a key indicator to track. Rigetti reports its 3Q earnings afte…

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Government Shutdown Closer to End? NVDA A.I. Demand & Reality of 50-Year Mortgages 8:52

7h ago8:52

8:52

Stocks are looking to break a losing streak, and a potential deal to end the government shutdown is giving them a boost. Kevin Green explains why a potential resolution to the shutdown could be just the catalyst the market needs to turn around. He also shares his take on Nvidia's (NVDA) A.I. demand picture, which shows no signs of slowing down, acc…

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Tech Corner: META's A.I. CapEx Intensifies 7:52

1h ago7:52

7:52

Rick Ducat drops by the Tech Corner with a look at Meta Platforms (META) following the company's recent 3Q earnings report. He looks at how the social media giant and Facebook parent company has evolved into an A.I. behemoth spending billions of dollars on GenAI technologies. ======== Schwab Network ======== Empowering every investor and trader, ev…

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Potential Catalysts for a 10%-20% Market Correction 8:02

4m ago8:02

8:02

“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon. He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-…

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Friday's Final Takeaways: Tough Week for Chips & Musk's Pay Package 5:13

3d ago5:13

5:13

Waning consumer sentiment and questions of A.I. spending plagued markets this week. Marley Kayden and Sam Vadas also discuss Nvidia's (NVDA) sell-off and why it's significant beyond the impact on people's portfolios. They also note Tesla (TSLA) CEO Elon Musk getting the okay for a $1 trillion pay package, as long as he meets certain benchmarks. ===…

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Herbalife CFO on Q3 Earnings Beat & Personalized Wellness Push 7:04

3d ago7:04

7:04

Herbalife's CFO John DeSimone discusses the company's Q3 earnings beat and its push into personalized wellness, including the recent launch of its Protocol health and wellness app and its upcoming Link Bioscience personalized supplements. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke…

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Overlooked Stock: FROG Leaps to 4-Year High 4:48

36m ago4:48

4:48

JFrog (FROG) shares hopped to a 4-year high after the software supplier after beating earnings and raising its 2025 outlook. Alex Coffey takes a closer look into the company's financials to explain whether JFrog can find its footing after the stock leapt 25% on Friday's session. ======== Schwab Network ======== Empowering every investor and trader,…

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Nvidia's Rough Week: Analyzing NVDA Technical Strength & Options 5:03

1h ago5:03

5:03

Shares of Nvidia (NVDA) sold off more than 7% on the week amid continuing economic uncertainty and a reassessment of tech valuations. Rick Ducat talks about how the stock has "come back to Earth" after being a high-flier in recent years but has proven to be a technical darling when examining Nvidia's chart. As for the options front, Rick points out…

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AvePoint (AVPT) CFO on Offering AI Tools for Data Security 7:00

1h ago7:00

7:00

Jim Caci, CFO at AvePoint (AVPT), looks at their latest quarterly earnings and how the company is using AI. He notes “strong performance” in revenue and new customers around the world. He discusses the exploding need for data security with the advent of AI and their fastest growing global market, AIPAC. “There’s great opportunity in all parts of th…

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Chinese Economy Health as U.S. Tariffs Create Export Hole 7:17

1h ago7:17

7:17

Reid l’Anson argues that top line growth in the economy looks ok, but the K-shaped economy is creating a widening disparity between the upper and lower income segments. Reid also looks at the Chinese economy as the U.S./China trade war continues, noting that they are repeating an investment-led growth playbook we’ve seen before. “My view is they wi…

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Consumer Sentiment Takeaways: Where has the ‘Damage’ Occurred? 7:06

1h ago7:06

7:06

Mark Hamrick and Tsvetta Kaleynska break down the Consumer Sentiment data report with the jobs report delayed by the government shutdown. Mark points out “where the damage has occurred,” particularly in forward-looking sentiment. The overall number missed for November, though this is a preliminary reading. Tsvetta discusses her consumer sentiment d…

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Fran Tarkenton & Tarkenton President on A.I. Evolution & "Shadow A.I." 8:50

1h ago8:50

8:50

Hall of Fame Viking quarterback-turned CEO, Fran Tarkenton, explains how A.I. is a "friend" to businesses across all industries. He adds that A.I. is "an important step for our country," especially to small and mid-sized businesses. Tarkenton president, Will Adams, explains how their company's pipIQ aims to do just that. He also warns business owne…

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How Japan’s Takaichi Could Reform Corporate Governance & Boost Economy 8:26

5h ago8:26

8:26

Masa Takeda reacts to Japan’s first female prime minister, Sanae Takaichi, and how she is expected to handle the Japanese economy. He notes that she advocates for proactive fiscal policy and is considered dovish on monetary policy. He discusses corporate governance reform in Japan and the legacy of “Abenomics,” named for Takaichi’s mentor Shinzo Ab…

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50-Point Rate Cut in December? 8:13

2h ago8:13

8:13

David Aspell thinks the Fed will cut rates by 50 basis points in December to get to the neutral rate quicker. He discusses the state of the economy and how he thinks it will respond to more cuts. He thinks that people will get more used to the idea of cuts when data delayed by the government shutdown is released. He looks at areas of the market whe…

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ACHR Earnings Turbulence: Shares Fall on Equity Raise, LA Airport Deal 4:36

3h ago4:36

4:36

Archer Aviation (ACHR) narrowed losses on earnings, though Sam Vadas points to other announcements causing the stock to sell off Friday. A combination of an equity raise and a $126 million deal to buy Los Angeles' Hawthorne Airport caused concern for shareholders. Sam notes traction the company is making elsewhere, including offering air taxi servi…

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A.I. Sees Sentiment "Air Pocket," Long-Term Narrative "Solid" 8:09

3h ago8:09

8:09

Austin Lyons says markets ran too hot on the A.I. trade and believes the selling action seen this week was warranted. That said, he expects A.I. companies to prosper long-term. He believes investors are questioning how they will see a return on investment, pointing to reaction in Meta Platforms' (META) earnings as a signal. Austin adds that cloud m…

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Ca$htag$: Instacart (CART) Ahead of Monday Earnings 8:12

3h ago8:12

8:12

Likefolio’s Megan Brantley brings consumer sentiment data on Instacart (CART), which reports quarterly earnings on Monday. She calls it a “mixed bag” for the company this quarter, with a -4% y/y change in visits while competitors DoorDash (DASH) and Uber Eats (UBER) gain. However, she notes that seasonal activity could bring it a boost in 4Q. =====…

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DraftKings (DKNG) Earnings: Disappointing 3Q Building Up to 2026 Ramp? 7:25

3h ago7:25

7:25

Chad Benyon and Zach Warring discuss DraftKings (DKNG) earnings. Zach calls the report “a little disappointing” but thinks that shares still have a lot of upside potential. Chad highlights what he liked, including new betting features and including ESPN and prediction markets. “Clearly, management is reacting and being opportunistic,” he adds, and …

1
The Big 3: MU, PLTR, MSGM 14:16

5h ago14:16

14:16

Tim Bohen remains bullish on the A.I. trade, referring to Friday's market pullback as a breather. He explains how Micron (MU) is "disconnected" from peers like Nvidia (NVDA) and why he sees Palantir (PLTR) as a long-term winner in the space. As for his speculative play, Tim turns to the 70% rally in Motorsport Games (MSGM). Rick Ducat turns to bull…

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Workiva (WK) CSO on Adding AI Tools to Regulatory Reporting and Compliance 7:37

5h ago7:37

7:37

Mike Rost from Workiva (WK) explains what the company does and looks at its latest financial results. Workiva helps other companies with regulatory reporting and compliance. He breaks down the quarter, noting it was a “beat and raise” and they lifted guidance for 4Q. He also discusses how Workiva has implemented AI tools and how customers are using…