The Virtually Speaking Podcast is a weekly technical podcast dedicated to discussing VMware topics related to private and hybrid cloud. Each week Pete Flecha and John Nicholson bring in various subject matter experts from VMware, recently acquired by Broadcom, and within the industry to discuss their respective areas of expertise.
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Managed Private Cloud Podcasts
CDW Canada Tech Talks: Discussing the Latest Technology Innovations Experts from CDW and our partners tackle hot topics including generative AI, FinOps, the new cybersecurity landscape and more.
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The Tech Field Day Podcast is the only podcast that dares to be both on topic, or on premise, and sometimes on location, bringing together a group of independent IT luminaries and experts in their field from around the Enterprise to discuss a single idea revolving around their technological knowledge base and skillset. This podcast is hosted by Stephen Foskett, Organizer of the Tech Field Day event series, and Tom Hollingsworth, Tech Field Day Event Lead.
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Explore the life of a security leader with NetSPI Field Chief Information Security Officer (CISO) Nabil Hannan. Hear how CISOs with diverse expertise tackle the challenges and opportunities that come with life on the frontlines of cybersecurity.
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Discussion with cloud computing industry leaders on topics including public, private and hybrid clouds and related technologies and services. Moderated by cloud computing expert Paul Burns, president of cloud research firm Neovise.
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The official podcast of CBRE's Network Advisory Services team. Hear from partners and industry experts from around the telecom space, spanning from private optical networks to data centers and cloud providers - and everyone who enables solutions for enterprise organizations, discuss new opportunities that are evolving across the IT landscape.
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Vibing in the Cloud with Natina Michelle on Cloud Sesh Podcast. If you’re looking to transition your career into IT, Cyber, or Cloud Computing start your journey here! Our main focus is AWS Cloud for beginners. Learn, Study, & Build with us. If you are new to AWS or to IT in general this is the podcast for you.
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The Logistics of Logistics is a podcast hosted by industry expert Joe Lynch. Joe interviews founders, executives, and innovators who are shaping the future of logistics and supply chain. Topics include transportation, logistics, warehousing, technology, supply chain, and ecommerce. The Logistics of Logistics audience expects an inside perspective of what’s next in logistics and supply chain delivered via podcasts, videos, and articles. Topics include: Transportation Topics Small package, Sma ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Weekly privacy and security news podcast - Presented by Techlore & The New Oil. The goal of Surveillance Report is keep the world updated on the latest privacy & security news to empower individuals to remain safe with the newest information. Join us for the ride! Hosted on Acast. See acast.com/privacy for more information.
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Gold to $5,000? Will Rhind's Bullish Thesis Backing Rally
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8:57Gold "doesn't seem like it has any chance of slowing down," says Will Rhind. He points a likely run-up to several factors, from a weakening dollar, to persistent inflation, to central banks around the global loading up on the rare metal. Will later explains why gold mining stocks don't offer the same upside potential to the asset itself. ======== S…
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Bitcoin's Battle at $110,000 & Weathering Crypto Volatility
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4:20Santiago Roel Santos believes Bitcoin holds its place as a mature crypto asset in the market, though he admits volatility can surge if price action doesn't hold or break $110,000 to the upside. He explains what investors need to watch for in crypto prices if volatility in the space surges. ======== Schwab Network ======== Empowering every investor …
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Tech Corner: CoreWeave's Role in A.I. Industry
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8:07CoreWeave (CRWV) is one of several A.I. related companies to go public in 2025 as the artificial intelligence investing theme has captured the attention of nearly every tech firm on Wall Street. Rick Ducat provides the fundamental backdrop to CoreWeave's transformation from a crypto miner to one of Nvidia's (NVDA) trusted data center partners. Plus…
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Matt Wittmer’s Broader AI Picks: XYL, TTE, CRM & More
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6:10Matt Wittmer believes investors should broaden their AI trades, highlighting names like Suncor (SU), TotalEnergies (TTE), Xylem (XYL), and more. When creating the Allspring LT Large Core ETF, he likes to look 5 years into the future and take a more holistic approach. He believes software has been left behind, so he also likes Salesforce (CRM), Adob…
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Stock Market This Week: NFLX & TSLA Earnings, AMD & IBM Quantum-Led Records
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2:45A volatile week on Wall Street ended with significant rallies across indices, with the SPX, NDX, and $DJI all closing at record highs. AMD Inc. (AMD) and IBM Corp. (IBM) also hit all-time highs thanks to quantum computing developments linking the firms together. Tesla (TSLA) slid on a week it posted record revenue, though the selling action wasn't …
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Market Highs and Key Earnings: V, AAPL, AMZN, META in the Spotlight
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7:07Bob Lang discusses the market's recent run-up to new highs. He notes that despite volatility concerns, strong earnings and guidance from companies like IBM Corp. (IBM), RTX Corp. (RTX), and 3M Co. (MMM) have alleviated some of those fears. Looking ahead to next week's earnings, Lang highlights Visa (V), Apple (AAPL), and Amazon (AMZN) as key names …
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Friday's Final Takeaways: CPI Rally, Quantum Shake-Up & TGT Layoffs
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5:36Marley Kayden and Sam Vadas help investors digest the CPI-induced rally that started Friday's trading session to the upside. On stock movers, they turn to the big week in quantum capped by AMD Inc. (AMD) and IBM Corp. (IBM) developments, along with Target's (TGT) corporate layoffs affecting 1,800 workers. ======== Schwab Network ======== Empowering…
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Overlooked Stock: LITE's Rally Boosted by AAPL & A.I. Infrastructure
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4:36Lumentum Holdings (LITE) is up more than 110% so far in 2025. Part of its rally is attributed to Lumentum's Apple (AAPL) connection. Alex Coffey offers a closer look behind the company's meteoric rise and how A.I. infrastructure buildout accelerated bullish hopes. He notes the company's financials ahead of earnings in early November. ======== Schwa…
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COIN Rallies Alongside Crypto-Linked Stocks in "Flash Crash" Rebound
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6:03Coinbase (COIN) saw up to a 10% rally on Friday's trading session thanks to a bounce back in Bitcoin and a price target raise from JPMorgan. Rick Ducat notes the stock's close correlation to Bitcoin prices and outperformance compared to the SPX as stock highlights. With earnings taking place next Thursday, he shows traders key levels to watch by hi…
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Cerebras Systems CEO on Potential IPO & Competing with NVDA
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7:46Andrew Feldman, CEO and cofounder of Cerebras Systems, aims to be a rival to Nvidia (NVDA). They build hardware and software that “accelerates AI.” He shows off the “largest chip” in computer history and says its size allows it to be faster than the competition. They are focusing on going public after a recent funding round raised over $1 billion. …
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CPI Shows ‘Promising Signs’, But Overall Data Picture Obscured
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8:53Sonali Basak gives her takeaways from the CPI report and highlights “promising signs” of inflation easing. She also discusses government data collection issues and delays compounding as the shutdown continues, and how the market is turning to private data releases instead, which don’t have the whole picture. She thinks the Fed now has room to suppo…
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Opportunities in Private Equity Firms: KKR, APO & More
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8:02Jay Hatfield discusses his price targets for the S&P 500 as it approaches 7K. He digs into the underlying multiples and why as long as corporate tax rates remain low, the market can keep heading upwards. He believes that the AI bubble will pop in “5 years” and thinks investors should benefit while the going is good. His stock picks include the priv…
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Cannabis Rescheduling Rumors Boost Pot Stocks
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6:54Dan Ahrens covers the cannabis sector for Next Gen Investing. “We’re in an odd situation,” he says, with pot stocks doubling in just a few months on a mix between “behind the scenes” discussions and rumors of the U.S. government rescheduling the drug. He looks at the current difficulties for cannabis companies based in the U.S. and in Canada and sa…
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CPI Report ‘Really Good News’; Fed Rate Path From Here
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7:10Jeffrey Cleveland and Ben Ayers break down Friday’s CPI report, one of the few blockbuster economic data releases during the government shutdown. Jeffrey thinks the data is “really good news” as it shows inflation softening. Ben points out that tariffs are still not hitting prices like people feared, and maybe we won’t see an increase at all. They …
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3Q earnings season is looking “pretty good” so far, says Don Nesbitt. He notes that analysts have been revising their estimates upwards for “the first time in about four years.” He likes AbbVie (ABBV), which he expects to beat earnings next week, PNC Financial (PNC), where he sees a “great buying opportunity” after they fell on earnings, and Linde …
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NVDA "Still King:" Data Center Capacity & Web Visits Surge Investor Interest
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7:39While AMD Inc. (AMD) picked up lots of traction on Friday, LikeFolio's data shows Nvidia (NVDA) holding a wide gap when it comes to interest through web visits and existing customers. Andy Swan takes traders through his firm's data to highlight his bullish stance on the A.I. giant. One key point behind his thesis: data center demand, highlighted th…
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INTC "Expensive" Despite Turnaround, NVDA Offers New Pipeline
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6:41Intel's (INTC) earnings sparked a stock rally in the overnight hours that has since faded throughout Friday's session. Matthew Bryson says the stock remains expensive even though its financials signal a turnaround. Ryan Shrout sees upside to Intel thanks to backing from Nvidia (NVDA) and cost cutting measures that took some red ink off the balance …
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Defense Spending "Not Going Anywhere:" Bull Case for LMT, RTX, BA & Others
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9:03Tony Bancroft doesn't see much downside when it comes to the defense sector. He points to increasing defense spending and rising geopolitical tensions benefitting companies like RTX Corp. (RTX) and Lockheed Martin (LMT). Tony later talks about the impacts to the aerospace industry and how companies like Boeing (BA) fly on defense tailwinds. =======…
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To close out this week's Big 3 segments, StocksToTrade's Tim Bohen turns to three stocks that have gained investor interest while seeing notable consolidation over recent weeks. Tim talks about why he's watching price action in Intel (INTC), Tesla (TSLA) and Macy's (M). Rick Ducat gives investors insight into key levels to watch in the charts. ====…
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Mueller: We’re Overdue for a Market Correction, Don’t Overweight Tech
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7:46Patrick Mueller says the Fed is always late to the game, and it will be interesting to see if they can cut interest rates without inflation issues. He talks about the holiday spending season and how retailers will navigate a stressed consumer environment. While he compares market concentration to the dot-com bubble, he argues that this time around,…
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Cloud, GenAI & YouTube: Key Metrics in GOOGL Earnings
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8:25Austin Lyons analyzes one of the five Mag 7 companies reporting earnings next week: Alphabet (GOOGL). He believes the company needs to prove generative A.I. is a benefit to its business instead of a threat as Google search and cloud revenue show formidable growth. Austin also notes interesting A.I. opportunities for Alphabet's YouTube platform. Ale…
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The A.I. Race Grows: ORCL $38B Debt Offering for Stargate Data Center
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7:33Oracle (ORCL) issued a massive $38 billion debt offering to build a Stargate data center in Wisconsin. OpenAI and Vantage joined Oracle in the development with an expected 2028 completion date. Marley Kayden takes investors through the details of the report to help explain why the stock is rising on the headline. Prosper Trading Academy's Charles M…
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Two Views of Inflation Seen in September's Delayed CPI Print
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4:22Charles Schwab's Cooper Howard says the delayed CPI report released Friday morning does offer reprieve against sharply rising inflation, though he adds inflation as a whole is still climbing. Cooper highlights the perspectives he sees on both sides of the inflation coin and the challenges it presents to the Fed. ======== Schwab Network ======== Emp…
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Philip Diehl: People are ‘Underestimating the Vulnerability of the Market’
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8:18Philip Diehl reacts to Friday’s CPI report and what it means for the Fed. He anticipates at least two 25 basis point rate cuts this year, with another 1-2 next year as the “base case.” However, until we get more clarification around private credit risks, “we don’t know what that course will be” beyond October. He warns though that those cuts won’t …
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PMI "Contractionary Territory" & "Little Changed" Consumer Sentiment Follow Cool CPI
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6:52Kevin Green breaks down much-needed economic data seen in today's September CPI print delayed due to the economic shutdown. He also explains how PMI reached "contractionary territory" and why the party divide in consumer sentiment is important despite a "little changed" headline number. ======== Schwab Network ======== Empowering every investor and…
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“Things look very stable” after the latest CPI report, says Erin Gibbs. She thinks a 50 basis point cut is “off the table” but does think the Fed will cut rates this month. She recommends rebalancing your portfolio, taking tech gains and moving into more defensive positions. “We want to look at healthcare, telecom…companies that have more secular l…
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Delayed CPI Print Shows Slight Drop in Inflation Rate
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5:45Kevin Hincks says shelter prices softening was a big component to the latest CPI data being slightly lower than expected. September's delayed inflation print was released Friday after furloughed BLS employees were brought back to compile the data. One item that stood out to Kevin: Gasoline prices going higher, as crude oil prices fell nearly 9% in …
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DECK Outlook Misstep, Gold Pressures NEM, PG Pushes Higher
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5:16Deckers (DECK) posted an earnings beat but stumbled when it came to guidance. Newmont (NEM) also showed a beat, though the gold miner saw headwinds when it came to the sharp moves in gold prices among other yellow flags. Procter & Gamble's (PG) stock pushed higher on better-than-expected earnings. Diane King Hall explains the earnings driving marke…
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Zino: Watch Mag 7 A.I. Spend inZino: Watch Mag 7 A.I. Spend in Earnings, MSFT Best Long-Term Outlook Earnings, MSFT Best Long-Term Outlook
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8:22Five of the Mag 7 companies report earnings this week, and Angelo Zino takes investors through everything they need to know when it comes to analyzing the prints. His biggest point for investors: watch how these companies manage spending on A.I. As long as demand for A.I. continues to accelerate, Angelo believes spending can as well. He makes the c…
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Options Corner: GOOGL All-Time Highs Ahead of Earnings
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7:30Next week's earnings calendar gets busy as several Mag 7 names report their latest quarterly figures, including Alphabet (GOOGL). Rick Ducat dials up the chart to discuss its recent performance and areas of technical interest over the past year. Using standard deviation studies, Rick draws current priced in moves on the options market saying $281 w…
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Ahead of next week's earnings event, Brett Crowther checks out the chart for eBay (EBAY). On the shorter-term 5-day chart, he highlights a small range between $94-$96 with low trading volume, suggesting a wait-and-see approach from investors. Zooming out to 1-year chart, Brett looks at a range between $87-$101. He notes that shares tested that $87 …
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Tuttle on AVGO: "Tempting Right Now" Over NVDA
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4:55On Broadcom (AVGO), Matt Tuttle says "they're at the forefront of every single aspect" of A.I. capex spending. He compares them to Nvidia (NVDA), saying AVGO is "tempting right now" when choosing between the two. Matt points to the broad reach in hardware, software and infrastructure saying it could be sheltered from any volatility in an A.I. pullb…
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Canada/U.S. Talks Terminated, CPI Looms, DECK Drops
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7:27Kevin Green says this morning's headlines about Pres. Trump terminating trade negotiations with Canada was not on his (or most investors) radar. The ad in question was funded by the Canadian province of Ontario and featured former Pres. Ronald Reagan speaking negatively about tariffs, prompting the halt to trade talks. KG weighs whether or not it w…
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Blockchain Adoption: Moving from 'Tradfi' to 'DeFi'
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5:31Dave Sedacca joins Morning Movers to discuss the state of institutional adoption of blockchain technology. He says there's been meaningful momentum from the "tradfi" participants to "defi." He says investors should do their own research to gauge their exposure to the blockchain space, saying that it "is something you'll want a piece of going forwar…
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To the Moon: How BYND Shows "Force" of Retail Investors & Meme Stocks
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8:53Dave Mazza of Roundhill Investments talks about his firm's MEME ETF after it added Beyond Meat (BYND) to the portfolio. The stock saw extreme volatility over the last few days, trading as low as 50 cents last Thursday, to as high as $8.86 in Wednesday's premarket hours. Dave explains how its's just one of many examples that show how retail traders …
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Stock Market Today: INTC Earnings Rally, MOH Near 2025 Lows, Quantum Surge
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2:04Thursday's session reversed Wednesday's down day and closed with all green arrows. Quantum stocks saw some of the biggest up action while Molina Healthcare (MOH) saw some of the worst after posting a lackluster earnings report. Intel (INTC) managed to muscle gains off its earnings thanks to an EPS beat and A.I. optimism. Marley Kayden takes investo…
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Thursday's Final Takeaways: Intel (INTC), Crude & Quantum's Climb
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5:13There were plenty of green shoots to see on Thursday's trading session, but Marley Kayden and Sam Vadas take investors through ones they see as critical ahead of the final session of the week. They explain why they're watching Intel (INTC), quantum stocks, and crude oil. ======== Schwab Network ======== Empowering every investor and trader, every m…
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Intel (INTC) rallied after posting a stronger-than-expected earnings beat leadership credits from a focus on A.I. and funding from the U.S. government and Nvidia (NVDA). Ford (F), however, saw headwinds due in part to a factory fire. Marley Kayden, Sam Vadas, and Kevin Green take investors through the earnings reports to explain what's driving pric…
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Overlooked Stock: GTX Gearing Up for New Highs
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5:43Garrett Motion (GTX) shares are surging after an earnings beat. Alex Coffey breaks down the rally and the company's business model connected to the automotive sector. GTX topped 3Q EPS and revenue estimates and raised its guidance, helping lift shares to new 52-week highs and its highest point in nearly 6 years. Alex points out the company's divers…
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LVS Big Earnings Win: Chart & Options Show Optimism
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5:38Las Vegas Sands (LVS) saw a strong rally following earnings. Rick Ducat explains show how the gaming stock captured key support despite facing significant resistance ahead. Bulls appears to see more runway for Las Vegas Sands, seen in the stock's options. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc…
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All Things ETFs: Inflows Set to Hit $1T in 2025, Active Management Trends
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5:10Matt Barry discusses all things ETFs. “The biggest trend we’re seeing is just continued, record-setting growth,” on track to surpass over $1T in inflows this year. Active ETFs are “still relatively small by assets,” making up about 10% of the overall sector, but most inflows are going into them, growing the space rapidly. He explains how his firm u…
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Davitt: Tailor Risk Using Options Strategies
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8:51Kevin Davitt of Nasdaq says we’re back in a “nearly everything’s working” scenario and fear is fading. He thinks the narrative ahead will be focused on earnings, with CPI also anticipated tomorrow. The beauty of markets is being able to tailor your risk using options, he declares. Kevin also talks about the relationship between silver and gold and …
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Takeaways from 3Q Airline Earnings: More Luxury, More Fees
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6:19Meghna Maharishi and Sean Cudahy look at airline earnings for 3Q. “Premium seems to be everything in airlines right now,” Meghna says, describing a bifurcated industry where United Airlines (UAL) and Delta Airlines (DAL) are at the top. Other airlines are catering to those wealthier travelers, adding more seats and amenities. Sean looks at headwind…
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Holland: Diversify Here and Abroad, Nothing is Screaming ‘Buy Me’
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8:42“We don’t think that anything is screaming ‘buy me’,” Tim Holland says, saying investors should diversify. He expects a positive end to the year, though he notes that bad labor market reports could change that. Tim is “slightly overweight” international equities vs the U.S. because of the valuation and fiscal policy changes in Europe. He also touch…
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Cohen: Gold Full of Speculative Money, Looking to Small and Mid Caps for Opportunity
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7:31Doug Cohen is constructive on markets – with an asterisk. He says that any cautionary AI capex guidance in 3Q earnings season would be a meaningful negative surprise. He looks to small caps for opportunity but discusses avoiding the Russell 2000 and picking carefully for quality. “I personally would rather go with companies with strong balance shee…
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Johnson: Tech CapEx Powers Market, TSLA Speculative Play, GOOGL & META's Ad Wildcard
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8:02Cory Johnson's big picture on tech is that it continues to drive markets and the economy, primarily due to capex spending on A.I. On the earnings picture, he liked IBM Corp.'s (IBM) "pretty good" quarter but didn't lean on Tesla's (TSLA) record revenue, believing the company relies too much on future prospects. Turning to next week, Cory offers a w…
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Who Stole Guy Fieri and Sammy Hagar's Tequila with Jessica Mcfate
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49:23In “Who Stole Guy Fieri and Sammy Hagar's Tequila”, Joe Lynch and Jessica McFate, Sr. Director of Intelligence Solutions at Babel Street, discuss how national security intelligence methods are now vital for solving commercial theft and securing global supply chains. About Jessica McFate Jessica Lewis McFate is Sr. Director of Intelligence Solutions…
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Commercializing Quantum: Measuring Runway for Quantum Computing Growth
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6:33Headlines centered on the Trump administration seeking stakes in quantum computing companies sent stocks like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) soaring on Thursday's session. The Commerce Department has since denied those reports, though Kevin Green offers his take on quantum's big picture. He points to commercialization as the big…
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TSLA Too Focused on Future? Hatem Dhiab on Tesla's Mixed Earnings
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5:38Hatem Dhiab was generally underwhelmed by Tesla's (TSLA) latest quarterly earnings. He makes the case that Tesla has too much emphasis on its autonomous vehicles and robotics, arguing that a bigger focus on something like a Model Y will offer a larger runway for short-term growth to support that future. ======== Schwab Network ======== Empowering e…
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Ca$htag$: Deckers Outdoor (DECK) Ahead of Earnings
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9:29Likefolio’s Landon Swan’s previews Deckers Outdoor (DECK) earnings. He tracks consumer sentiment around the company, with web traffic growing while competitors are seeing interest slide. He talks about his expectations for the quarter and what DECK’s future could look like. ======== Schwab Network ======== Empowering every investor and trader, ever…
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