Best Juniper Networks Podcasts (2025)

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ORCL Opens at All-Time High, HPE & Juniper Networks Reach Settlement 7:40

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1h ago7:40

7:40

Earlier this month, Oracle (ORCL) had its best week since 2001 after posting a stellar earnings report. As Jenny Horne explains, the legacy tech company is generating more bullish momentum through an upgrade from Stifel. Its cloud growth is the star of a bullish narrative. Jenny later turns to HP Enterprise (HPE) and Juniper Networks reaching a lon…

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Juniper Networks Moves Ahead in AI 38:30

6d ago38:30

38:30

While the tech world watches Hewlett Packard Enterprise’s proposed acquisition of Juniper Networks unfold, Juniper is still moving ahead. CEO Rami Rahim joins Bloomberg Intelligence’s Woo Jin Ho to unpack how Juniper is seizing the AI moment and driving market-share gains with cutting-edge innovations like 800G AI switching and Mist AI. From cloud …

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CTS 360: Mobility Field Day 13 – Juniper Networks 12:52

7d ago12:52

12:52

Juniper Networks kicked off Mobility Field Day 13. In this episode, we dive into the latest announcements from Juniper Networks, including innovations in AIOps, Wi-Fi 7, client-to-cloud visibility, and distributed application performance modeling. Featuring updates from Sujai Hajela, Bob Friday, Sudheer Matta, Wes Purvis, and Slava Dementyev, we un…

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The Knock-On Effects of Medicaid Cuts & Senior Housing Shortages 7:54

34m ago7:54

7:54

“We have an incredible shortage” of senior housing coming up, Dwayne Clark argues, especially because there’s been no building because of Covid and interest rates. “The development cycle is 6 years…we will never catch up with this.” Hundreds of thousands of units are missing, he says – and Medicaid cuts in the ‘Big Beautiful Bill’ will flood hospit…

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Chip Stocks to "Double?" Outlook & Options Trades for NVDA, AMD, AVGO 9:51

39m ago9:51

9:51

Jed Ellerbroek believes chip stocks will "double" in the span of 3+ years, pointing to an array of bullish catalysts that can propel companies. That said, Jed doesn't see them all as equal. He talks about what differentiates Nvidia (NVDA), AMD Inc. (AMD) and Broadcom (AVGO). George Tsilis later offers example options trades for Nvidia and AMD. ====…

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EBAY "Defensive Play:" Wells Fargo Sees Opportunity in Collectables 7:56

41m ago7:56

7:56

Wells Fargo says it has "admittedly missed the outperformance" in eBay Inc. (EBAY) shares, suggesting the company may serve as a "defensive play" for investors. J.D. Durkin talks about how collectables like trading cards are the key behind the firm's recent note. Prosper Trading Academy's Mike Shorr offers an example options trade for the online re…

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Solar Stocks Mixed on Big, Beautiful Bill, DIS Upgrade, GS New All-Time High 9:12

1h ago9:12

9:12

First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. She also talks about the "magic back at the mouse house" after Jefferies upgraded Walt Disney (DIS). The firm sees the stock saili…

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"High Bar" for End of 2Q, Eyeing Gold & RUT Breakouts 5:46

1h ago5:46

5:46

Market breadth wasn't strong at the opening bell but Kevin Green notes the higher volume sectors continued to lead trading action. He talks about the "high bar" in the SPX heading into the holiday-shortened trading week. As for gold, Kevin notes that there's potential for a bullish breakout if price consolidates before volatility ramps back up. He …

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Block’s Stock Picks in ‘Interesting Times’: EQYX, CRWV & More 9:38

1h ago9:38

9:38

Mike Block we’re in for some “interesting times” on rates as the macro data gives Powell no incentive to move while President Trump claims rates should be as low as 1%. He previews the June jobs report and what a beat or loss could mean for markets. “Based on what I’m seeing,” Mike expects only one rate cut this year. He also sees major questions a…

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"Appropriately Bullish:" FOMC & Earnings Expected to Lead 3Q 8:31

1h ago8:31

8:31

Jay Hatfield originally set a 7,000 target for the SPX but since curbed it to 6,600. He made the cut based off a lack of tax incentives from the Senate's version of the "big, beautiful bill," though he sees other positive catalysts. For one, Jay expects a "dovish" pause from the Fed with its meeting in July. He adds that July is typically the stron…

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Options Corner: NVDA All-Time Highs 3:38

2h ago3:38

3:38

Rick Ducat examines the chart patterns for Nvidia (NVDA) as shares reach new all-time highs. As of Friday's close, Nvidia shares were up more than 82% from April lows. Later, he composes an example options trade utilizing a call butterfly strategy. Rick explains that the July expiry date is very active, but illustrates a trade using the August expi…

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Arone: Fed "Likely Won't Go in July" but 3 Cuts on the Way 6:56

2h ago6:56

6:56

Michael Arone says that the data isn't signaling a "hot" economy but rather some weakness that could evolve to "hard recessionary" trends. He was glad to see Fed officials talking about rate cuts in July, saying he's more concerned about growth than inflation. Michael thinks the Fed made a mistake in 2018 by thinking tariffs are inflationary and th…

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SPX New Highs: Market Optimism Amid Tax Bill & Trade Talks 10:22

2h ago10:22

10:22

Kevin Green breaks down market performance after Friday's record performance for the S&P 500 (SPX) and Nasdaq-100 (NDX). He is encouraged by the market's broadening out, with financials, industrials and other sectors joining the rally. He expects leadership to come from financials, particularly if they hold up despite economic growth concerns. Howe…

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Lyons: AMD "Takes Technical Bets" to Differentiate from NVDA 9:47

2h ago9:47

9:47

Austin Lyons says AMD Inc. (AMD) is growing its slice of the chipmaker pie, providing an alternative to Nvidia (NVDA) which he calls a "premium offering." He says AMD is joining many companies in the inference chase, expanding offerings for smaller consumers. Austin adds that AMD is taking technical swings with some of its memory offerings to diffe…

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Chart of the Day: DIS 3:33

2h ago3:33

3:33

Walt Disney (DIS) shares are on the move higher after an upgrade at Jefferies. Rachel Dashiell takes a look at the 1-year chart, pointing to a recent golden cross taking place in the 50-day & 200-day SMA studies. The only yellow flag in the chart? Rachel says there's a slight downward channel in the RSI study. On a longer 5-year chart, she still se…

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Robotaxi "Only Serious Alternative" to Drive TSLA Profits? 5:48

22h ago5:48

5:48

Karl Brauer believes Tesla (TSLA) CEO Elon Musk "has peaked" and needs to find another profitable revenue stream. The company's robotaxi is what Karl calls Elon's "only serious alternative." However, consumer pricing power will be a key headwind Tesla needs to overcome. ======== Schwab Network ======== Empowering every investor and trader, every ma…

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Tech Corner: TSLA 7:29

2d ago7:29

7:29

After its Robotaxi unveiling, Tesla (TSLA) heads to the Tech Corner! George Tsilis dives into the EV maker's business which is more than just cars: energy storage, solar power, robotics and more. From the competitive threats like Waymo to the technical patterns taking shape on the chart, George provides the entire picture for Elon Musk's publicly-t…

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Knapp: Economy is ‘Not so Solid’ as Fed is Claiming 9:45

2d ago9:45

9:45

“Not so solid” – Barry Knapp doesn’t believe the Fed’s assertion that the economy is holding up, citing today’s PCE data among other factors. Outside of names driven by the AI boom, he says earnings are actually projected to fall in 2Q. He talks about what positive catalysts the market could see and gives his targets for the end of the year. Overal…

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Stock Market This Week: SPX & NDX New Highs, MU Beats & NKE Rallies 2:24

3d ago2:24

2:24

It was a record breaking week on Wall Street with the SPX and NDX both hitting new all-time highs. Tech led the push to the milestones, with companies like Nvidia (NVDA), Microsoft (MSFT), and Palantir (PLTR) tapping highs of their own. Micron (MU) boosted A.I. optimism with its strong earnings, while Nike (NKE) leapt 20% on the week thanks to its …

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Cyngn (CYN) CEO on NVDA Partnership, Using Robotaxi Tech in Warehouses 8:26

3d ago8:26

8:26

Lior Tal, CEO of Cyngn (CYN), talks about how his company uses robotaxi tech and applies it to a warehouse setting. The company has already worked with businesses like Deere & Co. (DE) to apply the tech. Lior also turns to Cyngn's partnership with Nvidia (NVDA) and how it uses the A.I. giant's tech with Cyngn's. ======== Schwab Network ======== Emp…

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"Calm Between Storms:" Markets Move Past Geopolitics, Into Tariff & Economic Uncertainty 6:31

3d ago6:31

6:31

Kathy Jones with Charles Schwab believes markets are euphoric after the Israel and Iran conflict cooled from the worst-case scenario. However, she sees tensions lasting with tariffs, inflation, and unseen impacts from the "big, beautiful bill." Kathy adds that this will all affect the Fed's path forward on interest rates. She currently expects to s…

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‘Inflection Point in History’ for Gold 7:58

3d ago7:58

7:58

Quentin Mai wraps up the week in gold. “We’re at an inflection point in history” for the metal, he says, as it regains attention for the first time in years. “Gold is the best performing asset out there” for investors looking for stability, he argues. With the cost of producing an ounce of gold around $1,400-$1,500, the $3,000+ price of gold is boo…

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'Canary in Coalmine:' Hard & Soft Ecodata Show 'Flinch' Among Consumers 8:00

3d ago8:00

8:00

Eddie Yoon says core PCE and consumer sentiment both raised signs of weakening wallets. That, on top of trans-Atlantic flights from Europe hitting pre-pandemic levels, worry Eddie that more softness will come. Layoffs in major firms like Microsoft (MSFT) and Amazon (AMZN) add to resistance against the job market. He also talks about the headwinds l…

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NKE Earnings ‘Not Pretty’, But Market Optimism in New CEO 7:51

3d ago7:51

7:51

Amanda Lai breaks down Nike’s (NKE) earnings, saying “it isn’t pretty.” However, the stock is rallying after the report because it “wasn’t as bad” as investors expected. She thinks there is optimism in a potential turnaround under the new CEO. She notes that they are trying to build relationships with wholesalers like Amazon (AMZN) and refocus on i…

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What SPX Needs to Hold "Remarkable" Rally, Don't Ignore VIX 6:12

3d ago6:12

6:12

Katie Stockton calls the SPX rally "remarkable" since hitting lows in April. However, to have confidence that the all-time high breakout will hold, Katie believes the index needs to hold a key level for two consecutive weeks near that high. She adds that the VIX is "worth keeping on your radar." Katie later gauges market breadth and how it weighs a…

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AENT CEO on the Evolution of Fandom Collectibles for Music & Beyond 8:58

3d ago8:58

8:58

Jeff Walker, CEO of Alliance Entertainment (AENT), joins to discuss the business and the entertainment industry. Alliance distributes entertainment and collectible products: “we feed that collectible fanbase.” They distribute Funko (FNKO) products and have even gotten into K-Pop fan items. “You can’t live just in your phone, you have to have things…

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GOOGL the "Future of This Country," A.I. Flipping Script on Search 8:29

3d ago8:29

8:29

LikeFolio's Landon Swan sees Alphabet (GOOGL) as a conglomerate investment into future tech, pointing to everything from its cloud growth to investments in autonomous driving through Waymo. However, the big concern lies in its search business. Landon shows data suggesting ChatGPT dominating in search growth. He weighs Google against A.I. engines to…

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"Not Out of the Weeds:" Expect Volatility as Mag 7, A.I. Lead Markets 6:26

3d ago6:26

6:26

Patrick Mueller says it's "nice to see the rebounding" of markets but admits we're "not out of the weeds yet." He sees volatility ramping back up in the back half of the year. Patrick urges investors to find protection in "behemoth" companies that serve as defensive plays, pointing to Berkshire Hathaway (BRK/B) and Walmart (WMT) as examples. Howeve…

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Butowsky: I Wouldn’t Buy Nike At All, Most Retail ‘Is Just Dying’ 8:12

3d ago8:12

8:12

“I would not be a buyer of [NKE] at all,” warn Ed Butowsky. He says it’ll take a billion-dollar hit from tariff impacts and it can’t easily move its manufacturing. He also isn’t enthusiastic about its innovation attempts. Giving up shelf space at retailers really hurt the company, he argues, and it has to overcome that self-inflicted wound. “Most r…

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"Got to Own" MSFT, GOOGL & AAPL Headwinds, "Can't Bet Against" Elon Musk 7:33

3d ago7:33

7:33

Rebecca Walser sees cloud computing and A.I. adding tailwinds across the Mag 7. Out of the group, the two she's wary on are Alphabet (GOOGL) due to A.I. search engine competitors, and Apple (AAPL) as it catches up in the A.I. race. On the Mag 7 overall, Matt Tuttle says "I don't love them, I like them," pointing out headwinds he sees in the group. …

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Landsberg’s Stock Picks: CTAS, RNMBY, PH 6:39

3d ago6:39

6:39

Michael Landsberg thinks the market can have a strong second half as volatility concerns seem to be wrapping up. He calls 2025 a ‘take a breath’ year and looks at opportunities in the tech sector and overseas. His stock picks include Cintas (CTAS), Rheinmetal (RNMBY) and Parker-Hannifin (PH). ======== Schwab Network ======== Empowering every invest…

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Rebalancing the Russell 2000 8:10

3d ago8:10

8:10

Indrani De explains the rebalancing changes to the Russell 2000 and Russell 1000, which will occur after the closing bell. “More than $10T is benchmarked to the Russell indices,” Indrani emphasizes and the indices need to reflect the current market environment. Rebalances are currently annual, but will become semi-annual next year. ======== Schwab …

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GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue" 8:03

3d ago8:03

8:03

Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR. Chandan discusses the smart solutions technology offerings his company provides, and he included an update on ongoing …

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Consumer Sentiment Driven by Tariffs, Labor, AI Concerns, and Healthcare 6:15

3d ago6:15

6:15

Tsvetta Kaleynska and Mark Hamrick cover consumer sentiment. Tsvetta, who analyzes what consumers say online, compares the types of positive talk she’s seeing, like vacations, against the negative posts around topics like expenses. Mark compares the latest Consumer Sentiment report to other economic data we’ve seen this week to create a bigger pict…

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U.S. Consumers Want to Buy Cars Despite Interest Rates, Trade Volatility 6:50

3d ago6:50

6:50

Rebecca Lindland says that an Allison Worldwide survey shows the share of people who want to buy a car this year has risen to 20%, a mark of consumer confidence even during trade volatility. 71% of those surveyed said they were likely to buy an American vehicle, and 9% think vehicle prices will go up. She talks about trends in consumers choosing el…

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The Big 3: AMZN, GOOGL, VOYG 13:15

3d ago13:15

13:15

Prosper Trading Academy's Charles Moon says Amazon (AMZN) is starting to show "signs of life" in its price action, as long as pending tariff headlines trend positive. He expects Alphabet (GOOGL) rallying if it can hold its 200-day SMA. On Voyager (VOYG), Charles sees $51 as the key resistance level for the recent IPO. Charles Schwab's Ben Watson gi…

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Vermeulen: FOMO Drives SPX Rally, Long-Term Bear Case & Tech "Wild Card" 6:46

3d ago6:46

6:46

Chris Vermeulen of The Technical Traders offers a wide perspective on the markets. He talks about the FOMO-driven rally led primarily by tech, which he perceives being a "wild card" moving forward. While Chris sees short-term bull trends holding, he expects bears to re-enter markets and send levels near April lows. ======== Schwab Network ======== …

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AMZN Upgrade Signals AWS & Ecommerce Demand, Tariff Uncertainty Lingers 9:50

3d ago9:50

9:50

BNP Paribas upgraded Amazon (AMZN) and upped its price target for the Mag 7 giant. Jeff Pierce notes Amazon remains off its all-time high as the SPX hit its own milestone Friday. He sees the company's AWS cloud and ecommerce powerhouse benefitting it long-term, as long as tariffs don't hinder growth. Dan Deming later offers an example options trade…

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CRWD, PANW & ZS Growth Show Cybersecurity is Here to Stay 13:24

3d ago13:24

13:24

"Cybersecurity is going to continue to grow," says Alex Hamerstone. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and ZScaler (ZS) have seen tremendous growth over the last year, a trend Alex says will continue with larger companies looking to boost online security. However, he also notes downside risk these companies could face lon…

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TSLA Creates UBER & LYFT Bear Case, Baird Downgrades Banks, EL "Lipstick Indicator" 8:35

3d ago8:35

8:35

JPMorgan Chase (JPM) and Bank of America (BAC) have recently outperformed the SPX, but Baird downgraded both stocks as the macro environment shifts. Canaccord downgraded and cut price targets on Uber Technologies (UBER) and Lyft Inc. (LYFT) as Tesla (TSLA) ramps up its showing in autonomous driving. However, Estée Lauder (EL) got an upgrade with a …

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SPX Hits All-Time High, Markets "Screaming Risk On" 6:10

3d ago6:10

6:10

After more than four months, the SPX tapped a new all-time high at the start of today's trading session. Alex Coffey talks about how Mag 7 names like Nvidia (NVDA) and Microsoft (MSFT) led the charge and how they can continue to do so. He also notes gold's biggest sell-off it has seen in some time, something Alex believes leads to a "screaming risk…

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TNO034: Doing the Work of Workflows With Greg Freeman 1:07:51

3d ago1:07:51

1:07:51

On today’s show we talk about NetDevOps and AI Ops with Greg Freeman, VP of Network and Customer Transformation at Lumen. Greg spearheads network automation, orchestration ,and AI strategy, guiding the highest technical tier in operations and championing NetDevOps methodologies. We talk about the people and work culture that’s influenced the develo…

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NKE Leaps Off Earnings Beat Despite Tariffs, GOOGL Upgrade on A.I. Bull Case 7:58

3d ago7:58

7:58

Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the…

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Core PCE Ticks Higher, U.S. & China Trade Framework Reached 8:44

3d ago8:44

8:44

The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print. ======== Sch…

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Crypto Corner: Stablecoins Surge, Crypto-backed Mortgages? 8:11

3d ago8:11

8:11

Jenny Horne and Adam Lynch dive into a busy week for the digital asset space. Stablecoin-related stocks Circle (CRCL) and Coinbase (COIN) continue to rally on increased adoption interest in the blockchain token-based payment system. Fiserv (FI) and Mastercard (MA) announced a partnership to explore stablecoin adoption. And, the duo discuss the Trum…

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Options Corner: UBER's "Unclear" Future 5:04

3d ago5:04

5:04

Uber (UBER) shares notched a new all-time high this week, but Friday's downgrade from Canaccord takes the ride-hailing company to a hold rating down from a buy. The analyst cut its price target to $84 from $90 as it say the company's outcome "is truly unclear" as autonomous vehicles continue entering the market. Rick Ducat examines the chart, Tom W…

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Disinflation or Stagflation? 3 Things Mish Schneider is Watching to Find Out 6:42

3d ago6:42

6:42

Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but "not a huge surprise" to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from her…

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Cybersecurity Adapting & Adopting A.I. Tech 6:05

3d ago6:05

6:05

Nathaniel Bradley joins Diane King Hall to chat about cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD) and how these companies adapt to A.I. technology. Later, he discusses Zscaler (ZS) calling it a "value play" in the space expecting "upside potential" for investors looking to add in the cybersecurity space. Nathaniel stresses th…

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Stock Market Morning Minute: SPX Near All-Time High, NKE, UBER 1:11

3d ago1:11

1:11

Equity futures are on the move as U.S. and China trade representatives confirm details of a trade deal. Nike (NKE) reveals a $1B tariff cost hit in its latest quarterly earnings report. And, Uber (UBER) gets a downgrade after shares reach a new all-time high. ======== Schwab Network ======== Empowering every investor and trader, every market day. S…

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Chart of the Day: META Making Moves 3:46

3d ago3:46

3:46

Meta Platforms (META) has reportedly hired away several OpenAI employees to help kickstart its "Superintelligence" division under Mark Zuckerberg. Rachel Dashiell joins the show to discuss the technical setup for META, as shares have "bullish evidence stacking up" as it hovers below all-time highs. On a long-term support, she sees $705 as a level t…