Best Midcap Podcasts (2025)

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Midcap Tech & Healthcare: Opportunities in a High-Valued Market 6:34

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1h ago6:34

6:34

Ann Miletti sees opportunity in a market where valuations may seem stretched. She's particularly bullish on midcap technology stocks, which are often overlooked in favor of their larger peers, but offer strong innovation and growth potential. She also likes healthcare, particularly in the diagnostic space, where she sees AI-driven innovation changi…

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Deep Dive: 'IT Majors Losing Their Mojo': What The Rise Of India's Midcaps Means For Investors & Job-Seekers | Mint Podcast 15:28

1d ago15:28

15:28

There seems to be a shift taking place in India's IT landscape. For the last 2 consecutive years, India's mid-sized IT firms have grown faster than their larger peers - and now, they're public saying one thing - that the top tech service providers seem to be losing their mojo.Firms like Coforge, Persistent and others have an edge as compared to the…

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Top of the Morning : India–Israel Pact | Nepal’s Youth Revolution | India’s VP Elections Today 10:38

4h ago10:38

10:38

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Power Shifts in Motion The world feels off its axis. India is choosing a new vice president while fending off Trump’s trade wars. Nepal’s Gen Z has taken to the streets in bloody clashes against corruption. The US just slammed shut a visa loophole Indians depe…

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Stock Market Today: ORCL Guidance Rally, SNPS Earnings Plunge, KLAR IPO 2:08

14m ago2:08

2:08

Markets closed mixed following a lighter-than-expected PPI print and ahead of Thursday's CPI report. Oracle (ORCL) clearly led the way with a massive rally off guidance that wowed investors and analysts. Synopsys (SNPS) saw a near-opposite reaction after showing weakening guidance and concerns on China export restrictions. Klarna (KLAR) had a succe…

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Analyzing ORCL's "Unheard" Guidance & Profitable A.I. Attainability 6:03

17m ago6:03

6:03

Oracle's (ORCL) earnings "weren't good at all," says Nigam Arora, "but the projections were eye-popping." He talks about the attainability of the company's projected 800% cloud infrastructure revenue goal between fiscal 2027 and fiscal 2030. Nigam makes the case that Oracle's money flow below the surface of projected deals faces significant headwin…

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Overlooked Stock: DAKT All-Time High 5:16

32m ago5:16

5:16

Daktronics (DAKT) hit an all-time high after the electronic scoreboard company posted a home-run earnings win. It also scored major orders through multiple large stadium projects. George Tsilis shows investors how Daktronics read the field and stepped up to the plate for Wednesday's rally. ======== Schwab Network ======== Empowering every investor …

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PPI "Mixed Bag" Complicates FOMC Dual Mandate, A.I. "Game Changer" for Jobs 6:55

7h ago6:55

6:55

Kathy Jones with Charles Schwab calls Wednesday's PPI print a "mixed bag" underneath the headline number, pointing to profit margins as a key weakness. When it comes to the FOMC's September meeting, Kathy notes the "resilient" inflation pressure posing a challenge to the Fed's dual mandate but expects a 25bps interest rate cut. Joe Mazzola turns to…

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Crude Oil Holding Support, Gold Headed Higher? 6:24

41m ago6:24

6:24

Dan Deming covers commodities. He thinks crude could fall back into the 50s if it breaks support here despite its gains today. He says “pressures in the market favor” gold, and he doesn’t expect them to “leave anytime soon.” He also looks at bitcoin, arguing that its price cycles are growing longer, explaining the stall here. ======== Schwab Networ…

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Energy & Utility Outperformance 'Head Scratcher' Amid Massive ORCL Rally 6:24

44m ago6:24

6:24

The SPX tapped new all-time highs before retesting a gap to the downside and closing near session lows. Kevin Green notes what makes the move perculiar, including rallies in energy and utilities despite Oracle's (ORCL) strong rally. He adds that call volume still edges out puts ahead of Thursday's CPI report. ======== Schwab Network ======== Empowe…

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‘1 in 8’ Americans in Healthcare; How AI is Distorting Jobs Numbers 9:18

1h ago9:18

9:18

Evan Sohn thinks the Fed would have cut rates in the summer if the BLS data had come in right the first time. He’s concerned companies may delay hiring into 1Q26 as they wait for the Fed to cut, potentially hitting the 4Q labor market. He discusses how heavily the labor force is weighted towards healthcare, saying “one in eight” Americans are emplo…

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Ellegard’s ‘Black Swan’ Events & Stock Picks: POD, SJM & More 8:34

1h ago8:34

8:34

Tyler Ellegard notes rising delinquencies, but says the market is looking past it because it’s on the “lower consumer end.” He talks about potential “black swan events” and looks at the labor market. He says two things can be true at once: economic conditions can weaken while the stock market can keep gaining. He says this is due to AI companies dr…

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Critical Importance of Rare Earth Minerals & Resetting Expectations for Trade Deals 6:39

1h ago6:39

6:39

Mark Hamrick and Peter Tchir break down the latest trade headlines. Peter talks about the possibility of the Supreme Court ruling against tariffs, which are projected to reach $300 billion in revenue by the end of the year. He thinks we need to “break the rules” on rare earth minerals and bring jobs back to the U.S. Mark argues that the tariff impa…

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"Be Cautious:" Weakening Economy Poses Market Challenge, Metal Bull Run to Continue 8:08

1h ago8:08

8:08

"Lots of things could go wrong from here" and send markets into a correction, says David Stryzewski. He notes rising corporate bankruptcies and the latest Bureau of Labor Statistics downward revision on jobs as troubling signs there's more weakness in the economy investors are willing to admit. However, David is bullish when it comes to metals and …

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Becker: Fed Will ‘Save the Day’ & Market Will Move Up ‘Slow & Steady’ Through 2025 7:06

8h ago7:06

7:06

DeHaven Becker thinks the Fed will “save the day again” with a 25-basis-point rate cut in September and another before the end of the year. He thinks corporate earnings are benefitting from a consumer that is “still ok, despite the noise.” He says the economy has softened “a little bit” but isn’t concerned about recession. “Remember, we don’t need …

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Cook: Natural Gas is the ‘Logical Solution’ to ‘2%’ Annual Energy Demand Growth 7:31

1h ago7:31

7:31

Ben Cook thinks energy demand will rise by 2% on a “compound annual growth basis,” vs being flat right now. He sees natural gas as a “logical solution” to those enormous needs. He looks at natural gas demand patterns right now and expects supply to tighten over the next few years, pushing prices higher. He likes companies throughout the pipeline, f…

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Rubino's AAPL iPhone 17 Runthrough: Battery Life, Cameras & Costs 6:26

1h ago6:26

6:26

Windows Central's Daniel Rubino talks about the iPhone 17 models Apple (AAPL) announced during its "Awe Dropping" event Tuesday. He calls the Max a strong progression but isn't sold on whether it will be enough to bring people into stores to upgrade their old phones. Daniel mentions battery life being one of the biggest concerns consumers having re…

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JOBY's "Natural Progression" with Blade & UBER Partnership 4:03

1h ago4:03

4:03

Joby Aviation (JOBY) rallied earlier today on an announcement that Uber Technologies (UBER) will feature Blade air mobility services on its app. As George Tsilis explains, it's a win for Joby, though the stock needs something more if it's to fly back to all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every mar…

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Ca$htag$: Kroger (KR) in the ‘Middle of the Pack’ 8:41

1h ago8:41

8:41

Likefolio’s Landon Swan looks at Kroger (KR) ahead of earnings. He notes a “widening gap” in the price of eating out and cooking at home that grocery stores are benefitting from. However, they’re “in the middle” of grocery store performance based on Likefolio’s visits data. Landon compares Kroger prices to other groceries and discusses the types of…

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ORCL Seeks "A.I. Dream" After Promising Exceptional Guidance 5:21

5h ago5:21

5:21

Oracle's (ORCL) "cloud dreams came true, can the A.I. dream come true?" That's the question Dion Hinchcliffe poses after seeing Oracle's strong earnings and guidance that sent the stock soaring more than 40%. While the company has incredible growth aspirations, Dion says the issue Oracle faces will be reaching into "deep pockets" to ensure that gui…

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The Big 3: TGT, LLY, C 13:56

5h ago13:56

13:56

Target (TGT) will continue to face challenges with a weakening economy hitting the retail industry, says TheoTrade's Don Kaufman. He says the stock can continue to stumble if it slides below $90. He notes why he sees upside potential in Eli Lilly (LLY) while expecting Citigroup (C) to give back some of its stunning 2025 rally. Don offers example op…

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Using Dollar Cost Averaging & Opportunities in Eurozone 6:26

5h ago6:26

6:26

Kelly Bouchillon talks the potential for economic slowdown after this strong market run. He discusses whether the 60/40 portfolio still works, and for whom. The thing that works “for certain” is dollar cost averaging, and Kelly explains how he helps clients use that strategy. He also looks at foreign markets, particularly the Eurozone, where he exp…

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"Cherry Blossoms" Bloom of IPO Spring: Klarna Debut, Trends & IPOs to Come 7:17

5h ago7:17

7:17

Connor Group's Jim Neesen goes in-depth on the IPO market, including one of his clients that debuted Wednesday: Klarna. He says the fintech company has a "great growth story" in one of the year's most-anticipated public debuts. Jim adds that 2025 is shaping up to be the best year for IPOs since 2021 and explains how the seeds of this year's "cherry…

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Google Cloud's $100B Existing Commitments: A.I.'s Role in GOOGL Growth 8:40

6h ago8:40

8:40

As Oracle (ORCL) soars on its anticipated cloud revenue prospects, Marley Kayden takes a look at Alphabet's (GOOGL) $100 billion outstanding commitments for Google Cloud. She talks about how the Mag 7 giant can use the expected contracts to add to its already-tremendous 2025 rally. Prosper Trading Academy's Scott Bauer offers an example options tra…

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Tuning out the Noise on Fed Cuts with Chirag Shah 7:43

6h ago7:43

7:43

Chirag Shah reacts to August PPI, previews potential CPI numbers, and discusses his expectations for Fed rate cuts. He looks at the bond market and says to focus on the “signal” rather than the “noise” for clues to Fed moves. “It’s much better to look at longer trends over time,” he emphasizes, and longer-term rates over short-term. Looking at fina…

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SNPS Slides 30%, GME "Strong" 2Q Earnings, Klarna IPO 9:02

6h ago9:02

9:02

Synopsys (SNPS) opened Wednesday as the biggest laggard in the SPX, down over 30% after it posted weaker-than-expected earnings and guidance. Sam Vadas also mentions commentary from leadership on "expectations of deals that did not materialize" and continuous headwinds in China. The original meme stock, GameStop (GME), shows surprising earnings str…

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CHWY in Dog House After Earnings, Still Holds Long-Term Bull Case 10:27

6h ago10:27

10:27

Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to "in line" profit, even though Arun considers its top line growth "exceptional" as its customer base expands. His bull case rides on long-term growth prospects, along with investor-friendly initiative…

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ORCL A.I. Guidance Stuns Wall Street, Analyzing AAPL iPhone 17 & AirPods 10:26

6h ago10:26

10:26

Jenny Horne calls Oracle's (ORCL) earnings "really incredible" — and she's not alone, noting commentary from analysts who appear united in the cloud company's bullish outlook. She discusses how Oracle's aspirations sent the stock to all-time highs on Wednesday. Sticking to the tech front, Jenny talks about the tech behind Apple's (AAPL) new iPhone …

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PPI Positive for Inflation Fight, Creates Questions Around FOMC Rate Cuts 5:51

6h ago5:51

5:51

Wednesday's PPI report showed a one-tenth percent downtick when it comes to the headline number, with significant price decreases in energy. Kevin Hincks goes through the report and explains what it means for Thursday's CPI print. He mentions a potential downside for investors seeking more interest rate cuts, as the figure complicates the Fed's dua…

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SPX Continues Bullish Trend Post-PPI, Industrials Inch Toward Key Technical Level 5:03

6h ago5:03

5:03

The SPX opened at an all-time high, as Kevin points to a bullish cross in the index adding support to the move. He's keeping an eye on the 6,530 as a support level based on past price action. After the PPI ticked lower, he urges investors to keep an eye on the industrials sector as it reaches a key technical point. Kevin later highlights levels to …

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Gannon: Small Caps can Outperform Large Caps in 4Q 6:57

6h ago6:57

6:57

Francis Gannon expects the Fed to lower rates in September based on recent economic data. Focusing on small caps, he sees opportunity and cheaper prices – but the key is earnings performance. He thinks that small caps could start outperforming large caps in 4Q, and he’s especially looking towards industrials. On AI, he believes a cycle is beginning…

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Options Corner: GOOGL Trading at All-Time Highs 5:07

8h ago5:07

5:07

Alphabet (GOOGL) shares have skyrocketed to new all-time highs. Rick Ducat breaks down the chart's run-up and outperformance year-to-date. Rick highlights points of previous resistance which could act as support as GOOGL shares reach new heights. Later, Tom White provides an example options trade for GOOGL. He demonstrates a neutral iron condor str…

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Stocks at All-Time Highs in Historically Seasonal September 7:59

8h ago7:59

7:59

Ben Fulton stops by the NYSE set to discuss current market performance, as the S&P 500 (SPX) points to a new all-time record high. He discusses the historical seasonality that tends to weigh on markets in the month of September and how lower volatility is attracting investors. Ben adds his thoughts on the A.I. investing theme, saying he's more of a…

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Healy: 4Q Flatline in Housing Market, 'Gangbusters' in 2026 5:56

8h ago5:56

5:56

Following a recent dip in the 30-year mortgage rates, homebuyers stepped in according to the latest MBA Mortgage Application data. Rogers Healy joins Diane King Hall to discuss the state of the U.S. housing market. He expects a seasonal slowdown ahead for the housing market, saying there is a slow down around school starting and another slow down a…

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ORCL Rally Lifting Markets Ahead of PPI 8:48

8h ago8:48

8:48

Stocks are shrugging off September's historically volatile reputation, with S&P 500 (SPX) futures hitting a record high ahead of Wednesday's open. Kevin Green says investors are looking past small-cap lagginess and instead, focusing on the narrative around Oracle (ORCL). The company guidance cited strong demand for its cloud infrastructure, with a …

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Chart of the Day: AAPL Chart Flattening Out? 3:28

8h ago3:28

3:28

Apple (AAPL) shares are in focus following the company's latest iPhone 17 and device announcements underwhelming investors. Rachel Dashiell swings by to provide some technical insights and perspective on its chart. In the 20-day chart, she highlights support marked by the gray zone of her chart around $232. On the 1-year timeframe, Rachel says the …

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Luxury Lounge: The Cocktail Craze Has Reached Small Town India | Mint Podcast 8:39

7h ago8:39

8:39

India has never really had a cocktail culture. The drinks menu was usually an afterthought. However, THAT is no longer the case.In the past five years, bars in India's big cities have completely redefined the cocktail experience with original menus, global techniques and glowing recognition on Asian and global bar lists. Five Indian bars featured o…

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Stock Market Today: MSFT's $19.4B NBIS Deal, AAPL "Awe Dropping" Event, ORCL Soars 2:14

1d ago2:14

2:14

Even though the Bureau of Labor Statistics posted a sharp annual revision down in jobs, all major indices except the RUT saw record closes on the session. However, the biggest move didn't come from any index, with Nebius (NBIS) rallying 50% after Microsoft (MSFT) tapped it for a multi-billion A.I. infrastructure deal. Apple (AAPL) slid on the sessi…

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Jobs Data Revised Down: Economic Outlook and Fed’s Next Move 7:02

8h ago7:02

7:02

The U.S. labor market created 911,000 fewer jobs than initially thought for the year ending in March, according to the Labor Department's updated jobs data. Sandra Swirski joins to discuss the implications of this downward revision and what it may signal about the health of the broader economy. With concerns around tariffs and consumer confidence a…

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ORCL Guidance "Strong" After "Going All in On A.I." 5:37

8h ago5:37

5:37

On the heels of Oracle's (ORCL) latest earnings report, Logan Gilland says it's all about the guidance. By "going all in on A.I." Logan says the "strong" forward guidance is backing up the early earnings pop. However, he cautions investors against chasing the stock despite the earnings beat. Logan weighs in on Oracle's plans for new cloud database …

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Fixed Income Navigates Higher Rates: Bond ETFs & Corporate Issuance Surge 6:30

12m ago6:30

6:30

Karen Veraa-Perry discusses the state of the fixed Income Market and ETFs, amid historically low yields and heightened rates volatility. With decades of low yields behind us, investors are now faced with higher rates and macro volatility. Perry believes the fixed income market is taking recent data releases in stride, with a focus on the Fed's next…

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Markets Ignore BLS Jobs Revision Lower, PPI to Put Investors to Test 6:58

12m ago6:58

6:58

Nathan Peterson with Charles Schwab is surprised to see markets higher after the Bureau of Labor Statistics revised U.S. jobs 911,000 lower from April 2024 to March 2025. He makes the case that A.I. remains the leading driver behind the bull market. When it comes to Wednesday's PPI print, Nathan expects markets to hold a "glass half full mentality"…

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SEC & CFTC's "Peanut Butter and Chocolate" Crypto Collaboration 8:30

14m ago8:30

8:30

CoinDesk's Andy Baehr says crypto's rise has forced the SEC and CFTC to collaborate and create a framework for cryptocurrency regulation. He describes the collaboration like "peanut butter and chocolate" that will offer significant upside for Bitcoin and Ethereum long-term. The question centers on how long it will take to create a clear framework. …

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SPX Back Above 6,500, Volatility "Cheap" Into PPI, AMD Bull Flag 7:28

21m ago7:28

7:28

The SPX showed shakiness but bounced off lows and muscled session gains that pushed the index back above 6,500. Kevin Green takes a closer look at the price action and what it means for sessions ahead. He adds that volatility remains "cheap" with inflation risk potential in Wednesday's PPI. On stocks, Kevin analyzes options in AMD Inc. (AMD) and th…

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Car Buying in a Tariff World: Prices & Trends Explained 5:17

19m ago5:17

5:17

Brian Moody breaks down the impact of tariffs on new car prices, which may not be as dramatic as expected. Many automakers are absorbing price increases to avoid driving away customers, while others are passing on costs through destination fees and decontenting. Moody also discusses how the used car market is faring, particularly for electric vehic…

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ORCL Earnings: AI Demand and Cloud Competition in Focus 9:09

20m ago9:09

9:09

Oracle Corp. (ORCL) reports earnings after the bell, with investors eyeing bookings momentum, backlog growth, and free cash flow. The company needs to convert existing OCI bookings into revenue and deliver a positive free cash flow number to ease concerns. Andrew Graham and Jason Ware discuss Oracle's AI demand, cloud competition, and valuation, as…

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S&P 500 Resilient: KR and CRM in Focus 4:35

27m ago4:35

4:35

The S&P 500 Index continues to show resiliency, shrugging off bad news and buying every dip. Kevin Horner highlights the 50-day moving average as a key support level. Horner also discusses Kroger (KR), which is in the consumer staples space and could potentially benefit from a tech sector pullback, and notes that a close below $66 would be signific…

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Bull Run Continues: Undervalued Picks & Gold Hedge 7:25

17m ago7:25

7:25

George Schultze shares his market outlook, suggesting the current bull run could have legs beyond its 3-year anniversary. Schultze expects the Fed to cut rates again, potentially 25 basis points, and sees more cuts on the horizon for 2026. Despite concerns about stagflation, he's focusing on post-distress equities like Shell (SHEL), MBIA Inc. (MBI)…

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August 2025 STAX: NVDA, PLTR & UNH Lead, META, AAPL & TSLA Lag 7:35

21m ago7:35

7:35

Charles Schwab's Joe Mazzola says the August 2025 STAX saw a 4.5% uptick even though the SPX only moved 1.1% higher. He notes the divergence as a sign Charles Schwab clients remain bullish on high beta stocks. Joe notes Nvidia (NVDA), Palantir (PLTR) and UnitedHealth (UNH) as the biggest buys for August. Apple (AAPL), Meta Platforms (META) and Tesl…

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UNH "Remarkable Story:" Road to Recovery Ahead After Reaffirming FY25 EPS Guidance 6:02

29m ago6:02

6:02

UnitedHealth (UNH) remains more than 40% off all-time highs but is also about 50% off 52-week lows. George Tsilis says the company reaffirming EPS guidance gave investors a strong signal to take on shares. He talks about the company's "remarkable" recovery off 2025 lows even as it continues to face regulatory scrutiny. ======== Schwab Network =====…

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MSFT A.I. "Kingmaker" Status Through $19.4B NBIS Deal 6:03

36m ago6:03

6:03

Nebius (NBIS) rallied upwards of 50% after Microsoft (MSFT) offered up to $19.4 billion for its A.I. infrastructure. Marley Kayden says it's the latest development signaling a "global rush" for A.I. buildout and talks about how it "takes risk off the table" for the A.I. trade. She and the panel also talk about how Mag 7 companies like Microsoft and…