Best Data Center Customer Success Podcasts (2025)

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Risks Facing the Markets & Positioning Into End of 2025 27:30

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8h ago27:30

27:30

Larry McDonald doesn’t mince words: “What we’re seeing in the last 3 weeks across private credit, business development companies, subprime student loans is the closest thing that I have seen to 2007-2008. I think there is a major, major move happening in the financials. It’s gonna be ugly.” He joins Sam Vadas to discuss the current economic headwin…

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Stock Market Today: AMD & OpenAI Deal, PLTR Rallies, APP Under Investigation 2:11

8h ago2:11

2:11

All indices except the $DJI closed higher to start the trading week as the government shutdown lingers. AMD Inc. (AMD) led market action through its new deal with OpenAI. That deal sent shares of Nvidia (NVDA) falling. Palantir (PLTR) was another bright spot in the A.I. thanks to a new healthcare partnership. Applovin (APP) sold off near the end of…

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Monday's Final Thoughts: TSLA Upcoming Reveal, Truck Tariffs, Gold's Rally 4:37

8h ago4:37

4:37

Sam Vadas and Marley Kayden take investors through some of their biggest stories of the day beyond the AMD Inc. (AMD) and OpenAI deal. On their dockets: Tesla's (TSLA) upcoming announcement Tuesday, new tariffs targeting foreign-made trucks, and gold's eye-watering rally. ======== Schwab Network ======== Empowering every investor and trader, every …

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Jay Woods on STZ Earnings, A.I.'s "Other Dance Partners" & SOFI's Potential 8:03

8h ago8:03

8:03

When it comes to earnings in Constellation Brands (STZ), Jay Woods says it will be all about the commentary from the call on whether it can hold after hours gains. He notes AMD Inc.'s (AMD) deal with OpenAI as a signal that Nvidia (NVDA) is no longer the only Belle of the Ball for the A.I. race. Jay's keeping a close eye on next week's big bank ear…

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Overlooked Stock: SANM Rallies Alongside AMD 5:40

8h ago5:40

5:40

It's not just AMD Inc. (AMD) seeing upside from its OpenAI deal. George Tsilis explains that Sanmina (SANM) is moving in sympathy with AMD thanks to ties to the chipmaker. George talks about Sanmina's role with AMD and data centers. As far as to whether it can hold its rally, Sanmina's financials can prove to be a headwind. ======== Schwab Network …

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AMD Surges 25%: Key Levels & Options Flow Following Rally 5:55

8h ago5:55

5:55

AMD Inc.'s (AMD) massive OpenAI-fueled rally sent the stock to levels it hasn't seen since early 2024. The question now: what lies ahead for the stock? Rick Ducat highlights key area investors should watch and later turns to the options front to show where traders expect the price to move. ======== Schwab Network ======== Empowering every investor …

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Government Shutdown 'Like a Vice' on Housing Market 8:19

8h ago8:19

8:19

“There are more sellers than there are buyers,” Jenna Stauffer says, but when rates dropped, buyers took advantage of the opportunity. She breaks down housing market dynamics for 2025, noting the “deceleration of price growth” and stubbornly high mortgage rates. However, Jenna argues rates are only one factor, with the “lethal combination” of risin…

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Arora: AMD Deal Not Bad for NVDA, Japan Trade Strong, Gold Rally Can Sustain 9:43

8h ago9:43

9:43

Nigam Arora returns to Market On Close and offers perspectives ranging on a wide array of topics. On AMD Inc. (AMD), he considers the company's deal with OpenAI a "great" one. He adds that both companies make the case AMD stock can rise to $600 by the end of the deal. He later turns to international markets and explains what makes Japanese stocks a…

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‘Damage Will be Limited’ From Government Shutdown; Crypto Evolves into Safe Haven? 6:56

9h ago6:56

6:56

Lee Bratcher thinks markets will continue to see highs even as the government shutdown drags on. Chuck Lieberman says the market believes the “damage will be limited” from the shutdown. He notes that the housing market could take a hit with government services shut down but thinks a lot of it can just be delayed. Lee looks at Bitcoin’s performance …

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September 2025 STAX: Strong Sentiment Boosts A.I. Trade Amid Uncertainty 8:57

9h ago8:57

8:57

Charles Schwab's Joe Mazzola takes investors through the September STAX report. "Sentiment is pretty strong right now" in markets, according to Joe, pointing out significant buying activity in A.I. and A.I.-adjacent stocks. Names like CoreWeave (CRWV) showed a growing risk-on appetite paired with the resurgence on meme stocks like Opendoor (OPEN). …

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Ken Ryan’s International Equity Picks Aim to Outperform U.S. 8:17

9h ago8:17

8:17

Ken Ryan makes the case for diversifying into international equities, which he thinks can outperform the U.S. He likes European energy and industrials, but also brings individual picks, including Sony (SONY) and Unicredit (UNCRY). He thinks these names can see their shares rise by 10% or more in the next year. ======== Schwab Network ======== Empow…

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‘The Path of Least Resistance is Down’ for Oil 7:55

9h ago7:55

7:55

Vikas Dwivedi thinks oil is pricing in the big global surpluses expected next year. “We think the path of least resistance is down, and really, it’s fundamental,” he adds. He’s similarly bearish on natural gas. He discusses whether Russian oil will be taken off the market and expectations from other sources. He blames the lack of construction aroun…

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Zoominfo (GTM) CEO on A.I.'s Role in Customer Engagement, Moving to 'Offense' 7:51

10h ago7:51

7:51

Henry Schuck, founder and CEO of Zoominfo Technologies (GTM), talks about how the company uses A.I. to enhance client engagement with customers. He addresses concerns that A.I. will reduce staff head count by making the argument that A.I. actually boosts the need for more sales workers. On the future of tech, Henry believes it will give Zoominfo an…

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The Big 3: QUBT, COST, SBUX 12:50

10h ago12:50

12:50

From coffee to quantum computing, today's Big 3 focuses on a wide range of industries. Prosper Trading Academy's Scott Bauer talks about the dip-buying potential behind Quantum Computing (QUBT), his mild bullishness in Costco (COST), and the technical support Starbucks (SBUX) has built. Rick Ducat highlights the key levels to watch in the stock cha…

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QUBT 3,000% Rally Stalled, Quantum Computing Trends Stay Strong 3:08

10h ago3:08

3:08

Quantum Computing (QUBT) is up over 3,000% over the last year even after its sell-off Monday. George Tsilis points out the company's issue of $750 million in private placement as a culprit. That said, George says the company's continued stock demand from retailers proves quantum computing is a trend not going away any time soon. ======== Schwab Net…

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Taylor Swift Album Launch Clears $33M Opening Weekend 4:17

10h ago4:17

4:17

Shawn Robbins covers the “unprecedented” success of Taylor Swift’s album launch. The Official Release Party of a Showgirl pulled in $33M domestically on opening weekend. “It’s really for her die-hard fans,” Shawn says. He also covers box office outlook for the rest of 2025, with the heavy hitters, including Wicked: For Good, coming late in the year…

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Ca$htag$: Constellation Brands (STZ) Leads Beer Market 7:58

10h ago7:58

7:58

Likefolio’s Megan Brantley covers Constellation Brands (STZ), which has an “edge on some peers” by focusing on Mexican beers. She discusses how younger people are drinking less and a country-wide pullback in volumes. “On one hand, the market is already pricing this weakness in,” she says, but on the other hand, they aren’t seeing signs of a recover…

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Shutdown ‘Feels Like There’s No Effect’, but GDP Ticks Lower 5:03

10h ago5:03

5:03

Satyam Panday and Maja Vujinovic cover the broader economic impacts of the government shutdown. Maja says that while it “feels like there’s no effect” in the markets yet, GDP can fall by 0.2% per week of shutdown. She also highlights Bitcoin hitting new highs, which she partially attributes to a rotation into “safer assets.” Satyam discusses whethe…

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Red & Yellow Economic Flags are Waving 7:48

12h ago7:48

7:48

“Don’t fight the Fed here,” Ted Thatcher emphasizes, and digs into divisions and dissents within the agency. He covers labor market and spending data, noting that the preponderance of spending is by the top 10% and other red and yellow flags he sees. “Is the economy working for younger Americans?” he asks. He also asks if the AI infrastructure bein…

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Importance of Community Engagement Tied to Data Centers Highlighted by Silicon Valley Power’s Nico Procos 29:34

13h ago29:34

29:34

In the latest episode of Public Power Now, Nico Procos, Director of Silicon Valley Power, the public power utility for Santa Clara, California, highlights the importance of community engagement when it comes to data centers. That community engagement can help to address some misperceptions related to data centers, Procos noted. He also details his …

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"Exciting Race" Between LLY & NVO, Tariffs Remain Long-Term Overhang 6:51

13h ago6:51

6:51

Lee Brown sees lots of potential in the weight loss drug space, noting Eli Lilly (LLY) and Novo Nordisk (NVO) as the two companies he expects to lead. He points to "incredible" discounts and expanded access to GLP-1s as indicators these companies will see wider moats for their products. Lee adds that the recent pharma tariffs from the Trump adminis…

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Analyzing AMD's OpenAI Deal & Navigating Options Ahead 6:47

14h ago6:47

6:47

AMD Inc. (AMD) hit levels it hasn't seen in 18 months after the company announced a deal with OpenAI that will use the chipmaker's tech. Marley Kayden pulls the curtain back on the deal and highlights key figures investors should know. Prosper Trading Academy's Charles Moon offers an example options trade for AMD. ======== Schwab Network ======== E…

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Sean O’Hara’s Tips on Investing Outside of Big Tech 6:05

14h ago6:05

6:05

Sean O’Hara digs into the current market concentration and points out some upstarts that will “pick up the slack” of big tech. He looks to “profitable small cap stocks” as he expects the market to revert to the mean. He highlights some ETFs he’s watching and notes that mutual fund distributions are going to create tax challenges this year. ========…

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Markets "Broadening Out" Ahead of Earnings, "Holding Pattern" Impact on FOMC 9:27

14h ago9:27

9:27

When it comes to market themes, one that Charles Schwab's Liz Ann Sonders is watching how investors are "broadening out" to seek new value plays. She adds that as earnings season approaches, it won't be about the earnings themselves but instead the outlook companies post. Cooper Howard turns to the bond market and explains how a fixed income "holdi…

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Sticking With Large Caps and Growth in Market Rally 7:02

14h ago7:02

7:02

Ryan Detrick covers the big picture – and he wouldn’t be surprised if the government shutdown lasts into November. He expects “a couple more” Fed rate cuts this year and looks ahead to who could replace Jerome Powell next May. He’s sticking with large caps over small caps and growth over value, saying he’s not going to change his strategy now. ====…

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Ted Weisberg’s Picks: CVX, TTE, Airlines & More 9:11

14h ago9:11

9:11

Ted Weisberg considers the government shutdown a good thing for markets. He shares some stock picks, highlighting dividend payers, big pharma, financials and airlines. Individual picks include Chevron (CVX) and TotalEnergies (TTE); he also likes the IVES AI ETF. ======== Schwab Network ======== Empowering every investor and trader, every market day…

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AMD's Massive Rally & Small Cap Dominance Signal Busy Week Ahead 4:05

14h ago4:05

4:05

You'd think this week would be a slow one, but as Kevin Hincks says, "it's not, clearly." The government shutdown isn't slowing market movers, seen in AMD Inc.'s (AMD) massive upside move due to its new partnership with OpenAI. Small caps have also rallied strong in recent weeks and shows no signs of slowing down. ======== Schwab Network ======== E…

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Options Corner: MU All-Time Highs 4:43

16h ago4:43

4:43

Micron (MU) shares are on the move after an upgrade from Morgan Stanley. The analyst raised its price target to $220 and Rick Ducat breaks down the upside rally ahead of Monday's bell. He points to the significant upside move compared to the overall tech sector and S&P 500 (SPX). Then, Tom White compiles a "moderately bullish" example trade for Mic…

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Data Center Growth: From Silicon Valley to the Rodeo Region 8:06

16h ago8:06

8:06

Rick Pederson takes a big picture approach when looking at the U.S. economy, siding with the Fed on 75bps of rate cuts over the next several months citing a weaker labor market as something to watch. He later discusses his research into shifting trends for data centers allocation moving towards the middle region of the country. He says a younger wo…

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Trump Administration's Pharmaceutical Tariff Impact 6:53

16h ago6:53

6:53

Scott Zari says investors can avoid the Trump administration's pharmaceutical tariffs by looking to companies that are already domestically manufacturing drugs and medicine like Eli Lilly (LLY). Compared to other drugmakers that have dipped into the weight-loss market, Scott says injectables will continue to be the primary use case saying pills hav…

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Market Rally: AMD/OpenAI Deal, MU Upgrade 12:02

16h ago12:02

12:02

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it re…

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Chart of the Day: TSLA Teases New Vehicle 3:08

16h ago3:08

3:08

Rachel Dashiell joins Morning Movers to take a look at the chart of Tesla (TSLA) after the EV maker's social media account posted several videos teasing a new vehicle announcement. On the chart, Rachel shows the stock's recent bearish engulfing pattern when Tesla shares fell just shy of previous all-time highs. She says that "brick wall" of resista…

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Ep. 138 Jake Anderson, Head of Business of PVcase | Data Center Go-to-Market Podcast 49:12

20h ago49:12

49:12

https://www.dcsmi.com/newsletter Subscribe to the Data Center Sales and Marketing Newsletter (DCSMI) 🏢 In episode 138 of the Data Center Go-to-Market Podcast, you’ll unlock the secrets of data center site selection with Jake Anderson from PVcase! In this eye-opening podcast episode, learn how innovative software is transforming the complex world of…

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#261: Fans Favorite: Mastering Design Thinking: Igniting Innovation and Supercharging Transformation with Michael Lewrick 33:30

1d ago33:30

33:30

In this episode, Greg sits down with Michael Lewrick, bestselling author and design thinking expert, to unravel how the mindset of design thinking—beyond just tools—can spark innovation, drive transformation, and elevate business performance. Michael dives into real-world cases, shares his “50 tools” framework, explores how to measure innovation us…

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Gibbs: Small Cap Earnings Can Grow 2x SPX in 2026 6:50

1d ago6:50

6:50

Erin Gibbs makes the bullish case for small caps, with the Fed continuing to cut rates a “critical point.” She points to “massive” increases in earnings from small caps, nearly equivalent to the S&P 500. Into 2026, she thinks earnings growth could reach “twice the rate of the S&P 500.” ======== Schwab Network ======== Empowering every investor and …

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Jason Ware’s “Splendid Six” & More Picks 7:57

2d ago7:57

7:57

Jason Ware sees more highs ahead, and if there’s a pullback, he calls it a buying opportunity. He describes the “Splendid Six,” which is basically the Mag 7 minus Tesla (TSLA). He thinks TSLA’s valuation doesn’t fit with the other megacaps. In addition, he also likes names like Oracle (ORCL), Starbucks (SBUX), TJX (TJX) and Uber (UBER). Of the Sple…

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Tech Corner: Palantir's Place in the A.I. Trade 7:13

2d ago7:13

7:13

Palantir (PLTR) is back on the Tech Corner. Shares of the A.I. and defense company hit all-time highs in August following a 2Q earnings beat. George Tsilis dives into the numbers and finds out what bullish tailwinds are lifting the stock this year. Plus, George breaks down technical trends for PLTR and explains the significance of its 200-Day movin…

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Demmert: SPX to 7,100 by Year End, 8,100 Next Year + Stock Picks 7:03

3d ago7:03

7:03

James Demmert is targeting 7,100 for the SPX by year-end, and 8,100 next year. He also has bullish targets for other indexes, including the Dow to 10,000 within “5-6 years.” James expects a “revolution” in financial stocks and electrical stocks as AI pushes forward. For example, he says GE Vernova (GEV) is a “great place to buy the dip,” discussing…

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Stock Market This Week: NVDA Record, INTC & AMD Deal, TSLA Slides 2:11

3d ago2:11

2:11

Stocks rallied and all major indices hit new record highs — even as the government shut down and stayed closed into the weekend. Marley Kayden recaps the biggest stories in the markets that led to all-time highs, which included a new record in Nvidia's (NVDA) stock price. She also talks about reports of a deal between Intel (INTC) and AMD Inc. (AMD…

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Friday's Final Thoughts: Quantum & A.I. Rally, Fed Speak Stays Important 5:25

3d ago5:25

5:25

This week's lack of some economic data, including Friday's non-farm payrolls report, means more people will have to keep their attention on the Fed and commentary on interest rate cuts, says Marley Kayden and Sam Vadas. They talk about other headlines to close the trading week, from strong rallies in A.I. and quantum stocks, to crude oil's catastro…

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The Services Sector: Tariffs, Regulations, and U.S. vs China 7:02

3d ago7:02

7:02

Marc Gilbert looks at the services sector of the economy. He talks about the pace of growth in services vs goods, and how tariffs do or don’t impact the former. Services are impacted by geopolitics and regulation, and Marc discusses how companies need to watch and anticipate different outcomes around the world. He notes that the U.S. leads the worl…

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Overlooked Stock: ONDS Up Over 1,100% Y/Y 5:46

3d ago5:46

5:46

Ondas Holdings (ONDS) is a small cap tech stock that gained incredible traction over the last year, helped by the Trump administration's added focus on national security. George Tsilis talks about Ondas's autonomous drone systems and the enthusiasm from investors on how its tech can be used for revenue growth. ======== Schwab Network ======== Empow…

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Examining JNJ Breakout: Bull Flag & Options Show Upside Potential 5:26

3d ago5:26

5:26

Johnson & Johnson (JNJ) has shined in the healthcare space, rallying 5% this week and 30% in 2025. An upgrade from Wells Fargo added momentum to the stock rally on Friday. Rick Ducat dives into the price action behind Johnson & Johnson by comparing the stock to peers in pharmaceuticals and the general health care sector. He analyzes the options fro…

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Breaking Down the SEC’s Approval of ETF Share Classes of Mutual Funds 7:05

3d ago7:05

7:05

Garrett Stevens explains what it means for the SEC to approve ETF share classes of mutual funds, and the benefits for investors. As someone who helps with ETF launches, he talks about how busy the industry has been with these conversions. He also explains some of the tax mechanisms that favor ETFs vs mutual funds. ======== Schwab Network ======== E…

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‘There’s Going to be Some Bubble Valuations’ in the AI Sector 8:02

3d ago8:02

8:02

Chris Wang previews potential new record highs at the market close in indices and gold. While the market seems to be shrugging off the government shutdown, he talks about the “shock and awe” tactics of the Trump administration and how this one could be different. Turning to AI, Chris discusses the staggering revenue targets OpenAI has set for itsel…

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Job Market Relying on Healthcare Workers: ‘Not a Healthy Situation’ 8:29

3d ago8:29

8:29

Harley Lippman blames global uncertainty for the slowing in hiring and expects AI to have a huge impact on jobs in the next 4-10 years. Eric Pachman focuses on how hiring has been disproportionately driven by healthcare, which was “not a healthy situation.” Harley discusses employee retention as firms become more reluctant to hire. Eric talks about…

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Small Cap Picks with Lance Cannon: GENI, ALM 7:10

4d ago7:10

7:10

Lance Cannon shares some of his stock picks, where he looks for more than a 50% potential increase. His names include Genius Sports (GENI) and Almonty Industries (ALM). Lance discusses how he spots these opportunities and how his firm looks abroad as well as in the U.S. ======== Schwab Network ======== Empowering every investor and trader, every ma…

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Nesbitt: Economy Remains Strong, Bull Case for UNH, LEVI & VLO 7:40

4d ago7:40

7:40

Don Nesbitt sees the economy staying strong even as cracks in the labor force appear to widen. However, he doesn't see the stock market moving significantly higher given current valuations, nor does Don expect interest rate cuts to add momentum at current levels. He later offers his reasoning for continuing bull runs in UnitedHealth (UNH), Levi Str…

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Mortgage Rates Can ‘Glide’ Below 6% 7:54

4d ago7:54

7:54

Sharon Karaffa covers high mortgage rates and housing demand. With the Fed lowering rates, she discusses refinancing options for homeowners and the amount of debt coming due in the housing market. She thinks mortgage rates can fall below 6% if we “continue on the glide path” we’ve been on. Sharon breaks down demographics between renters and homebuy…

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Playing 'The Long Game:' Learning from Success of Longtime Companies 7:13

4d ago7:13

7:13

"There's so much we can learn from these companies that lasted one-hundred years or more," says Eric Becker, author of The Long Game. He talks about how companies and their leaders undergo "moments of truth" which can ultimately launch them toward pivotal success. ======== Schwab Network ======== Empowering every investor and trader, every market d…