Best Global Cycling Network Podcasts (2025)

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Stock Market This Week: INTC Rally, ORCL & NVDA Deals, MU Earnings 2:24

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8m ago2:24

2:24

Markets closed down on the week after multiple weeks of up action. Marley Kayden turns to the biggest stories impacting stocks, which includes Intel's (INTC) massive rally as the company seeks more investors. She also touches on massive deals between Nvidia (NVDA) and OpenAI, along with Oracle's (ORCL) role in the TikTok deal. Marley later points i…

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Friday's Final Thoughts: Tariff Impact, Ecodata Ahead & INTC's Rally 5:06

10m ago5:06

5:06

To close out the trading week, Marley Kayden and Sam Vadas run through this week's tariffs and economic data they believe were critical in market movers, and turn to data that can affect next week's trading action. On stock stories, they turn to Intel's (INTC) 20% rally on bullish investment expectations. ======== Schwab Network ======== Empowering…

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'Energizer Bunny' Market: MSFT, NVDA, and JPM Stock Picks 6:53

25m ago6:53

6:53

Ken Mahoney likens the current market economy to the 'Energizer Bunny,' suggesting it still has momentum despite being due for a potential pullback. Mahoney believes a 3-5% correction would be healthy and welcomed, especially with the 3rd quarter earnings season around the corner, when investors should focus on "beat and raise" names like Microsoft…

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Overlooked Stock: FUN Faces Rebound Pressure from Activist Investor 6:46

13m ago6:46

6:46

Six Flags Entertainment (FUN) has proven to be all but fun for investors. The stock lost more than half its value since the start of 2025. George Tsilis talks about what led to the downside action — and the rebound a new activist investor aims for Six Flags. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su…

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NKE Technicals Stumbles Ahead of Earnings, Options Show Split Picture 5:49

15m ago5:49

5:49

Nike (NKE) reports earnings on Tuesday next week, and as Rick Ducat points out, the stock faces critical levels on the chart ahead of earnings. Rick notes supreme underperformance on a five-year basis compared to similar companies and tests a "precarious situation" one its one-year chart. However, the options front shows a slight uptick in bullish …

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Nebius (NBIS) CRO on MSFT Partnership & Global A.I. Growth 8:58

17m ago8:58

8:58

Marc Borodistky, CRO at Nebius (NBIS), talks about how the A.I. infrastructure company has grown through a model he parallels with Amazon's (AMZN) AWS cloud platform. The company came into full view of Wall Street after it acquired a $17.4 billion deal with Microsoft (MSFT) earlier in September. Marc considers the deal a massive stepping stone to w…

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Navigating the ‘High-Risk Bull Market’ 7:06

9m ago7:06

7:06

Bob Doll’s base case is a “high-risk bull market,” saying that today’s market is fully valued, but that Fed cuts typically send equities higher. He notes, though, that broadly rates have actually gone up since the Fed’s recent cut. The reaction to tariffs has been “less onerous than expected” despite their size, he adds, related to expectations of …

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Small Cap Allocation Tips as Sector Rallies 8:04

14m ago8:04

8:04

Mike Dickson focuses on small caps: “is this [rally] durable?” He argues that it is, citing expected interest rate cuts and an improvement of the earnings picture. However, he thinks that investors should be looking for actively managed funds within the space rather than buying the Russell 2000 index. ======== Schwab Network ======== Empowering eve…

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Tariffs Began to Make Impact as Unemployment Heads Towards 5%+ 8:37

16m ago8:37

8:37

John Blank and Erin McLaughlin discuss the PCE inflation report. Erin thinks that tariffs have taken longer to hit than anyone thought and expects more impacts into next year, particularly as Trump announces a series of new ones. John discusses how the Fed has not been able to manage both of its mandates in the last few years, and says we’re headed…

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Rich are Driving Consumer Spending, Keeping Trend Strong 7:43

18m ago7:43

7:43

Ian Wyatt expects the October jobs report to be rough as more federal workers show up on the sheet. He discusses the labor market dynamics right now and expects to see a “solid month” of spending when we get September’s data. He notes that spending is being led by the wealthy and explains why high-end recreation sales are staying strong. ======== S…

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Zananiri: A.I. "Hopium" Echoes Dot Com Bubble, NVDA & Other Chips Strong Long-Term 7:44

10h ago7:44

7:44

After seeing the parabolic moves in some A.I. stocks, Jeff Zananiri makes comparisons to what he saw during the dot com bubble of the 1990s. He warns of ballooning valuations but believes in chipmakers and infrastructure plays long-term. Jeff makes a bullish case for Nvidia (NVDA), AMD Inc. (AMD), and Intel (INTC). He also like crypto long-term but…

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Car or A.I. Company? Key Question Puts TSLA Value in Question 5:54

22m ago5:54

5:54

Tesla's (TSLA) new Street-high price target on the Mag 7 stock starts a key conversation on today's Next Gen Investing panel: is Tesla a car company or an A.I. company? As Marley Kayden points out, Dan Ives's price target hike points to Tesla being both by using A.I. in autonomous driving tech. She talks about the wide-ranging expectations surround…

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Yoon: How AI Will Transform the Labor Market & Improve Consumer Sentiment 6:36

24m ago6:36

6:36

Eddie Yoon sees a “light at the end of the tunnel” for consumer sentiment. He argues that B2B investment, which has largely been in AI rather than traditional jobs and wages, will begin to pay off in 2026 and result in higher wages and more entrepreneurship. He believes AI is a rising tide that will lift all boats and completely transform the workp…

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Ca$htag$: Carnival (CCL) Sees Slip in Sentiment 8:09

1h ago8:09

8:09

Likefolio’s Megan Brantley covers Carnival (CCL), which has outperformed year to date. She notes a slip in sentiment, which she considers a long-term indicator of a decline in the experience. Web visits, a gauge of future demand, show that Norwegian (NCLH) and Royal Caribbean (RCL) are experiencing much higher momentum. With the “premium experience…

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COST Falls After Earnings: “Nitpicks” in the Report 7:59

19m ago7:59

7:59

Jan Rogers Kniffen and David Bellinger break down Costco (COST) earnings. Jan believes that Costco is the second-best retailer, with Walmart (WMT) taking the crown. “They’re so solid…that you never see them make a mistake.” David has a few nitpicks in the report, including membership rates falling and the “mini-investment cycle” the company is goin…

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The Impact of New Crypto Regulations: New ETFs 7:20

5h ago7:20

7:20

Bruno Sousa from Hashdex spotlights crypto ETFs, particularly NCIQ, which tracks the Hashdex Nasdaq Crypto Index. He calls it “basically the Nasdaq-100 of crypto.” With recent regulatory changes, he discusses how they’ve been able to add more types of crypto and how it navigates a volatile and quick-moving market. “You’re going to see a number of n…

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The Big 3: WBD, INTC, BA 11:48

31m ago11:48

11:48

StocksToTrade's Tim Bohen highlights re-emerging American giants in today's Big 3. He notes why he sees bullish potential in Warner Bros. Discovery (WDB), Intel (INTC), and Boeing (BA) while discussing ways to trade each stock. Rick Ducat gives his technical take by showing key levels to watch on the charts. ======== Schwab Network ======== Empower…

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Jed Ellerbroek’s Stock Picks & the Role of AI in Next Earnings Season 10:27

32m ago10:27

10:27

Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia’s (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they’ve made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also …

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What August PCE Report Means for Fed Cuts 9:38

6m ago9:38

9:38

Ben Emons breaks down the August PCE report and analyzes the Fed’s rate cut path from here. Ben explains how financial markets add to PCE and why he expects two cuts. He thinks that markets could continue to make new highs but points to froth that is disrupting clarity. Right now, he’s watching regional banks. ======== Schwab Network ======== Empow…

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Cash Burn Remains Long-Standing ORCL Headwind, TikTok Question Marks Linger 8:00

20m ago8:00

8:00

Paul Meeks isn't surprised to see a pullback in Oracle (ORCL), noting the stock's meteoric rise since its previous earnings. He explains his caution for investors, from the company's cash burn to question marks around its involvement in the TikTok deal. Alex Coffey takes investors to the options front through an example trade. ======== Schwab Netwo…

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Dan Ives Reiterates Bullish TSLA A.I. Story with Street-High Price Target 5:15

22m ago5:15

5:15

It's no secret that Dan Ives has been a table pounder when it comes to Tesla (TSLA). He made that even clearer on Friday after he upped his price target on the Mag 7 stock to $600 from $500. Marley Kayden explains how the new target relies a lot on Tesla's future in A.I. and robotics. Dan Deming offers an example options trade for the stock. ======…

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"No Surprise" Good for PCE, Economic "Cracks" Still Show 5:59

24m ago5:59

5:59

An in-line PCE print is good for the big picture of markets, says Charles Schwab's Collin Martin. However, he says the "engine" of the economy still needs more juice before he raises a green flag for growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://s…

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Walser: PCE Shows Intact Rate Cutting Cycle, A.I. Monetization Just Beginning 5:18

1h ago5:18

5:18

Rebecca Walser says there's "nothing in the data" from Friday's PCE suggesting that Fed Chair Jerome Powell needs to lean more dovish but adds that interest rate cuts are still on the table for the rest of the year. However, she highlights headwinds ahead for the FOMC as economic uncertainty persists. As for the A.I. narrative, Rebecca talks about …

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INTC Continues Rally, MSFT "Top Pick" in Software, COST Beats 6:18

1m ago6:18

6:18

Intel (INTC) continued a run to the upside as the U.S. chipmaker seeks investments beyond U.S. borders. Morgan Stanley named Microsoft (MSFT) as a "top pick" in software. Costco (COST) face stock pressure even after posting an earnings beat. Diane King Hall takes investors through some of the biggest movers on the final morning of the trading week.…

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Wayne Kaufman’s Picks: TSM, STX, GOOGL 9:12

4m ago9:12

9:12

“I’m still very bullish,” Wayne Kaufman says, but thinks, “maybe we need some consolidation.” He looks at the massive AI spending, tracking enormous deals across the sector, and says to believe in a bubble right now means believing that the smartest people in the world are making a mistake. “We’re nowhere near” a repeat of 2000, he argues. TSM is o…

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In-Line PCE Sparks Buying Action Ahead of Opening Bell 3:13

6h ago3:13

3:13

Kevin Hincks takes a closer look at the vastly in-line PCE report that shows progress against the inflation fight. He also touches on the latest tariffs from the Trump administration and the role national security plays in the big picture. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark…

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SPX Hovers Near Key Support, Pharmaceutical & Truck Tariffs Add Pressure 8:13

19m ago8:13

8:13

Pressure on markets has pushed the SPX closer to its 20-day SMA, which Kevin Green considers a critical level to hold bullish momentum. He also points to 100% tariffs on some imported drugs and, 25% tariffs on trucks, and 30% tariffs on furniture adding pressure for many stocks. There is progress on TikTok, however, as Kevin highlights the Trump-ap…

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AVGO's A.I. Trade Role as Infrastructure Buildout Continues 6:43

21m ago6:43

6:43

Should Broadcom (AVGO) be added to the Mag 7, or should the Mag 7 be extended? Matt Tuttle makes the case for it, calling the stock a "must own" for investors. He sees the company playing a key role in the A.I. trade, though he warns that markets will eventually experience 2000-2002 tech volatility. Matt adds that the A.I. infrastructure will take …

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Chart of the Day: MSFT Quiet Short-Term, Long-Term Shows Promise 3:54

24m ago3:54

3:54

Rachel Dashiell says she wouldn't be surprised to see Microsoft's (MSFT) stock hover near its current levels. She highlights short-term trends in the Mag 7 company's shares to explain her thesis. However, Rachel notes that Microsoft's reach in the SPX and NDX gives it potential to rally again. ======== Schwab Network ======== Empowering every inves…

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Options Corner: BA Flies Higher on FAA Optimism 3:46

25m ago3:46

3:46

Boeing (BA) flew higher Friday morning on reports that it is expected to regain authority from the FAA when it comes to its 737 MAX Jets. Rick Ducat highlights key levels to watch when it comes to the charts and offers an example options trade for the airplane builder. ======== Schwab Network ======== Empowering every investor and trader, every mar…

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Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740 1:14:51

14h ago1:14:51

1:14:51

What if tweaking just a few “knobs” in your 401(k) could mean the difference between retiring with confidence or wondering if you’ll ever stop working? In this spirited episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug are joined by three of our favorite money minds — Paula Pant from AffordAnything, Jesse Cramer from Pers…

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Silver: Brian Niccol's SBUX Turnaround Sees Long-Term Headwinds 7:48

24m ago7:48

7:48

Starbucks (SBUX) is firing 900 workers as a part of its restructuring plan for underperforming stores. Investopedia's Caleb Silver says CEO Brian Niccol's focus on the future hasn't worked yet, noting same-stores sales remaining on a decline paired with lackluster stock growth. Caleb points to upstarts like Dutch Bros. (BROS) and added pressure fro…

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TIP756: The Rise and Fall of Julian Robertson’s Tiger Fund w/ Kyle Grieve 1:02:10

1d ago1:02:10

1:02:10

Kyle Grieve discusses the rise and fall of legendary investor Julian Robertson, exploring how he built Tiger Fund into one of the most successful hedge funds of its era. You’ll learn about his investing philosophy, famous trades, and the lessons that shaped both his success and his ultimate downfall. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro02:05…

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Stock Market Today: INTC Top SPX Performer, AMZN $2.5B Settlement, KMX 5-Year Low 2:12

1d ago2:12

2:12

Markets sold off for the third day in a row even after getting better-than-expected inflation and jobs data in the morning. Intel (INTC) managed to shine in the session on reports that it seeked investments from Apple (AAPL) and TSMC (TSM). Amazon (AMZN) traded lower after settling a lawsuit with the FTC, while Carmax (KMX) plunged to 5-year lows a…

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From A.I. To TikTok: Oracle's Leap to Tech Prominence 29:00

13m ago29:00

29:00

Derrick Wood (TD Cowen) and Steven Dickens (HyperFRAME Research) join Diane King Hall for a wide-ranging look at Oracle (ORCL). The company's been busy this week announcing new leadership changes with a pair of co-CEOs replacing Safra Catz, before providing updates on its $500B Project Stargate endeavor with OpenAI. Derrick and Steven dissect the c…

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Thursday's Final Thoughts: KMX & ORCL Plunge, LAC & Metals Soar 5:23

1d ago5:23

5:23

Reports of Intel (INTC) seeking investments from Apple (AAPL) and TSMC (TSM) took up a lot of oxygen in the markets Thursday, though Marley Kayden and Sam Vadas point out other movers under many investors' radars. They touch on Carmax's (KMX) multi-year low after earnings, Oracle's (ORCL) sell-off, and Lithium Americas (LAC) continued rally. ======…

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PCE Report in Line, Tariffs Loom: Inflation & Commodity Moves 4:43

6m ago4:43

4:43

Dan Deming expects August's PCE report to come in line with expectations, but warns that the full impact of tariffs on inflation may not yet be priced in. He notes that today's corporate profit data was a miss, but the consumer remains strong, with spending up 2.5% for the quarter. Deming also discusses the moves in the commodity space, particularl…

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Overlooked Stock: AMRC Gains Bullish Momentum in Renewable Energy Space 4:37

14m ago4:37

4:37

Ameresco (AMRC) rallied to 10-month highs after getting a new upgrade from Jefferies. As Alex Coffey touches on, it's just the one of multiple in recent weeks. Alex talks about how the company serves as a jack of all trades in the energy industry and shares commentary from analysts reflecting future optimism. ======== Schwab Network ======== Empowe…

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Quantum Breakthrough Boosts IBM, Inches Back Toward Record Highs 4:59

25m ago4:59

4:59

A quantum computing breakthrough gave IBM Corp. (IBM) a stock boost on Thursday. When it comes to its stock performance, Rick Ducat says the company is a laggard when you look long-term despite its strong 2025 performance. He highlights levels on the chart to watch as the legacy tech company makes a push back to record highs. Rick later turns to th…

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ChargeScape CEO on EV Tax Credit Removal, Future of EV Space 7:22

20h ago7:22

7:22

ChargeScape CEO, Joseph Vellone, talks about how his company's electricity-sharing service for EVs. He later turns to the coming expiration of the EV tax credit and what it means for EV pricing in the future. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://…

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COST, TSLA, NVDA: Low Correlation in a Narrative-Driven Market 8:49

30m ago8:49

8:49

Kevin Davitt discusses the latest market trends. With Costco (COST) reporting earnings, he examines the relationship between the consumer giant's performance and the broader market. Davitt notes that the low correlation between stocks like COST, Tesla (TSLA), and Nvidia (NVDA) is at historic lows and attributes this to a narrative-driven market. He…

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Kodiak (KDK) CEO on Monetizing Autonomous Vehicles & A.I. Road Safety 8:27

34m ago8:27

8:27

On the day of the company's public debut, Kodiak (KDK) CEO Don Burnette highlights how his company is using autonomous tech on the road today. He talks about how the company is already getting autonomous vehicles into the hands of customers and ways the tech ensures safety on the road. ======== Schwab Network ======== Empowering every investor and …

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KBH Mixed Earnings: Homebuilders Face Headwinds, Eye Rebound 9:04

1h ago9:04

9:04

KBHome's (KBH) mixed earnings report, which beat expectations but lowered its full-year sales outlook, highlights the challenges facing the housing sector. Rising interest rates and inflated construction costs are pricing out many potential buyers, especially first-time homebuyers. However, despite these headwinds, some homebuilders like Lennar (LE…

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BLDR, EXP, DG: Value Stocks Set for a Comeback 8:20

1h ago8:20

8:20

Kyle Bergacker shares his top stock picks, including Builders FirstSource (BLDR), Eagle Materials (EXP), and Dollar General (DG). While Bergacker expects growth stocks to continue outpacing value stocks in the near term, he believes the tide will turn in favor of value stocks like his picks going into next year, driven by the Fed's rate cuts and th…

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Bull Market Catalysts: Tech and Cyclical Stocks to Watch 8:32

1h ago8:32

8:32

Talley Leger believes the current bull market has room to run, despite recent pullbacks and concerns about rich valuations. Leger cites catalysts supporting the market, including better-than-expected economic data, easing trade policy uncertainty, and accommodative monetary policy. He also likes the tech sector, specifically Nvidia (NVDA) and Intel…

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CIFR Slides from All-Time High After Securing $3B Fluidstack Deal 4:49

1h ago4:49

4:49

Cipher Mining (CIFR) reached a 10-year, $3 billion agreement with Fluidstack to enhance the company's data centers in Texas. Jeff Pierce adds that Cipher's connection to Alphabet (GOOGL) gives it more of an edge but points to a $800 million private offering of convertible notes as a potential reason for selling action off its all-time high. =======…

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COST Earnings: Strong Sales, Rising Valuation Concerns 9:19

1h ago9:19

9:19

Costco (COST) reports earnings after the bell today with revenue expected to top $86 billion, but one metric has some investors on edge: sentiment. Likefolio's Landon Swan joins the show to break down his firm's data, which shows web visits down 2 points year-over-year and negative sentiment creeping in, despite strong July sales. Swan attributes t…

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The Big 3: CLX, AEP, L 13:33

4h ago13:33

13:33

Jason Brown turns away from A.I. high-flyers and turns investor attention to three under the radar stocks where he sees significant upside potential. He points to a low-risk, high reward play in Clorox (CLX), American Electric Company's (AEP) rise as an A.I. electricity supplier, and Loews (L) as a multi-faceted insurance company. Jason offers exam…

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AI and Beyond: Market Rotation and Crypto Opportunities 9:14

4h ago9:14

9:14

Luke Lloyd shares his take on the market, citing the AI theme as a key driver of growth. He believes the market is due for a rotation away from big tech names like Microsoft (MSFT) and Nvidia (NVDA) and into smaller, more unloved areas such as manufacturing, healthcare, and AI implementation stocks. Lloyd mentions companies like DOW, CONE, and ACN …

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Flickinger: COST "Better Everything" Over Competitors, Consumers Top of Mind 6:42

5h ago6:42

6:42

Burt Flickinger believes Costco (COST) has a much wider moat compared to peers like Walmart (WMT) and Target (TGT). He adds that the company's cost-cutting measures will help levy tariff costs he expects Costco to pass onto vendors. Alex Coffey takes investors through the options front ahead of the company's earnings after hours Thursday. ======== …