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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Network Edge Solutions Podcasts
Join Mplify Alliance CTO Pascal Menezes as he explores thought-provoking perspectives from the leaders and changemakers propelling AI-powered digital transformation. Each episode delves into leading-edge business insights from top network, cloud, technology, industry analysts and other top executives—leaving you with key takeaways to help grow your revenue and bring services and solutions to market faster.
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Welcome to Your Network’s Edge by RAD, where innovation meets connectivity. This podcast highlights how RAD’s technologies are empowering businesses and service providers. In every episode, we provide in-depth insights into the world of IoT, 5G, network Edge, and AI-powered networking, showcasing how RAD’s solutions empower service providers and critical infrastructure operators to stay ahead. Whether you’re a communications service provider, an industrial IoT professional, or someone passio ...
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The Cisco Podcast Network is a collective of podcasts from across Cisco spanning technology to culture and everything in between. Hear from Cisco customers, partners, and Cisco insiders on the topics that matter most to you. Email us with your feedback and suggestions. Discover your favorite playlists today!
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Welcome to Act on Tech, the podcast that empowers you to harness technology to boost your productivity and simplify your life. Hosted by tech enthusiast and entrepreneur Alex, each episode dives into actionable tips, tools, and insights to help you stay ahead in the digital age. Discover practical advice, expert opinions, and cutting-edge trends, all while learning about Alex Custom Tech, a leading MSP dedicated to providing personalized IT solutions for business and residential customers. T ...
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Welcome to IGEL Weekly, the podcast that explores the future of endpoint management and cloud workspaces. Hosted by XenTegra, this show dives deep into IGEL’s next-generation edge OS solutions. Discover how IGEL delivers extreme hardware cost savings, reduced operating expenses, and a more secure, streamlined platform for endpoint management across nearly any x86 device. Each week, we’ll unpack the latest industry trends, IGEL updates, and actionable insights to help you optimize your IT env ...
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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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Scholarly | A Podcast for Defending Freedom & Countering Extremism & Authoritarianism The Scholarly Podcast is hosted by Prof. Ahrar Ramizpoor, the President of the World Anti Extremism Network, and brings together a diverse range of voices from experts, thought leaders, and changemakers around the globe. Each episode focuses on cutting-edge insights, from combating authoritarianism to fostering and defending liberal democracy and pluralism, offering real-world solutions to dismantle the roo ...
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Welcome to the PNY Pro Podcast! Get exclusive updates on PNY and NVIDIA’s latest breakthroughs, stay informed about the tech industry's most significant advancements, and gain valuable insights from interviews with industry experts. Tune in each week for information, inspiration in the fast-paced world of technology, and captivating discussions giving you a glimpse into the future.
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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AI Knowhow is a podcast tailor-made for business leaders navigating the transformative world of artificial intelligence. In this evolving landscape, adapting the way we steer our businesses is not just about maintaining a competitive edge, but also aligning our AI strategies with our core values and vision. Each week, Courtney Baker teams up with Knownwell executives David DeWolf, Mohan Rao, and Pete Buer to bring you dynamic, insightful, and actionable episodes that are crafted to assist ex ...
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As cars become smarter and more connected, the demand for top-tier automotive cyber security has never been higher. With expert insights from PlaxidityX, a leading automotive cyber security company, we’ll guide you through the challenges and solutions protecting millions of vehicles worldwide. Whether you’re an industry expert or just curious about how cars are secured in the digital age, this podcast comprehensively looks at how cyber defenses are developed, tested, and deployed. We don’t j ...
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Welcome to Cyber Insights, the podcast that bridges the worlds of networking and cybersecurity. From cutting-edge innovations in enterprise connectivity to the latest in digital defense, we break down the buzzwords and bring you actionable insights to secure and scale your systems. Whether you're an IT professional, business leader, or tech enthusiast, join us as we explore the critical intersection of networks and security, featuring expert conversations, industry trends, and real world str ...
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Sermons from City Edge Church, located in Melbourne, Australia. City Edge Church is part of the non-denominational 'New Covenant Ministries International' (NCMI) church planting network. For more information, please visit www.cityedgechurch.com.au or www.facebook.com/cityedgechurch2008.
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Over The Edge is a podcast about edge computing and those in the industry who are creating the future of the internet. On the show we talk to corporate leaders, open-source experts, technologists, journalists, analysts, and the community at large, to discuss technological innovations, trends, practical applications, business models, and the occasional far-flung theory. Over the Edge is brought to you by the generous sponsorship of Dell Technologies.
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What’s on your mind? Are you or a loved one struggling with mental health challenges? Do you have a specific personal or professional interest in mental health? Perhaps you are looking to build mental and emotional resiliency. The On Your Mind podcast by Journey’s Dream brings together professionals in the field who are successfully supporting people through mental health challenges to a place of true and lasting well-being. Here you will find hope and inspiration. You will walk away with pr ...
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The Conscious Resistance Network presents: The Activation The Activation podcast is focused on highlighting cutting edge solutions to empower humanity. From Web3 tech, permaculture, non-violent communication, activism, and community organizing, host Derrick Broze will focus on what YOU can do to overcome the problems in our world. Derrick will also interview guests who are building the solutions for the next stage of humanity.
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Unfazed Under Fire is a thought-provoking podcast designed to equip forward-thinking executives with the insights, strategic foresight, and solutions needed to navigate the most profound shifts of our time. The show’s mission is to guide executives to lead with resilience, wisdom, and vision in an era when business, human consciousness, and global systems are evolving at an unprecedented pace. We shift the focus from challenges to solutions by deeply exploring cutting-edge topics relevant to ...
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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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Welcome to Beyond The Firewall: The Business Bytecast, where cybersecurity meets business strategy and IT innovation powers success. Designed for C-suite executives and managers, this podcast explores how cutting-edge technology, from cyber risk management to outsourced IT services and fractional CTO leadership, transforms organizations. We tackle the challenges of securing your business in a digital world and highlight the opportunities that IT solutions like on-demand support bring to the ...
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DigitalituM Podcast - At the Intersection of Manufacturing and Digital Transformation
DigitalituM - Digitalization tools for Manufacturing
Manufacturing has its challenges. Digital Transformation has its challenges. Welcome to the DigitalituM Podcast, where we delve into the intersection of manufacturing and digital transformation. Manufacturing, a cornerstone of our global economy, faces various challenges—from optimizing production processes to ensuring quality control and maintaining a skilled workforce. In parallel, the digital transformation journey presents its own set of hurdles. Integrating new technologies, managing da ...
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The psychology of high performance with Michael Ceely, coach for executives, entrepreneurs, and athletes. Inspiring interviews with business leaders, sport psychologists, elite athletes, coaches, and other high performing individuals.
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The Empirical Energy Podcast: Unveiling the Verified Energy Revolution Welcome to The Empirical Energy Podcast, where we blow open the silent revolution rewriting the rules of global energy markets. Measured, verified energy is no longer an alternative—it's becoming the gold standard. This groundbreaking series takes you inside the raw mechanics of how verification technologies and blockchain-fueled trading are dismantling old systems and creating a future where empirical energy doesn't just ...
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Cloud Talk brings you discussions on topics like digital transformation, Kubernetes, IoT, edge computing and multicloud, as told through the perspectives of the people and the companies who are living this transformation on a daily basis. In Cloud Talk, host Jeff DeVerter interviews some of the most influential figures on the frontlines of cloud technology, helping you stay connected. Jeff is CTO at Rackspace and has spent over 20 years immersed in the world of cutting-edge technology.
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Hosted by industry veteran Matt Weitzel, The GSE Podcast is your premier destination for exploring the exciting world of Ground Support Equipment (GSE). With over 15 years of hands-on experience, Matt has been at the epicenter of GSE evolution, working alongside many of the industry's major players and now leading the way at Xcēd GSE. In The GSE Podcast, sponsored and published by Xcēd GSE, Matt shares his expert knowledge and unrivaled insights, bringing listeners closer to the latest GSE l ...
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The “Animal General Podcast” with Dr. Mike will navigate you through the world of pets with tips and tricks, time-tested veterinary medicine and new cutting-edge procedures. Join Dr. Mike Hutchinson to discuss all of your pet needs! From more complex topics like stem cells and regenerative medicine to simple solutions for ridding your pet of that nasty skunk smell... Find the answers - and how they translate to your own beloved pet!
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Behind the Home Build: the Podcast For All Things Home Building. Tune in as we explore the world of home building, connecting the community with valuable insights from industry experts. Co-hosted by CEO Danny Langerman and Mortgage Loan Officer Riley Langerman, we bring on leaders from all over the home building industry to share their stories and offer valuable insights for our listeners. Whether you're a home builder, home buyer, or somewhere in between, we offer practical advice, differen ...
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Discover unparalleled efficiency in logistics with GDS Freight's premier global freight services. Renowned for their commitment to excellence, GDS Freight offers comprehensive solutions that span every corner of the globe. From air and sea freight to road and rail transport, their network ensures timely and secure delivery of your goods, no matter the destination. With cutting-edge tracking technology and a dedicated team of experts, GDS Freight provides end-to-end visibility and reliability ...
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GDS Freight stands out as a trusted name among freight forwarding companies, delivering tailored logistics solutions for businesses worldwide. With years of expertise, GDS Freight excels in handling air, sea, and land shipments, ensuring your cargo reaches its destination on time and intact. Their seamless supply chain management, real-time tracking, and commitment to cost efficiency make them a preferred partner for companies of all sizes. Whether it’s complex international shipping or dome ...
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Welcome to "The Sales Edge," the podcast exclusively designed for B2B sales professionals seeking to excel in the rapidly evolving business landscape. Join us as we delve into engaging interviews with industry experts, thought leaders, and seasoned professionals who possess invaluable insights into the world of B2B sales. In each episode, we explore the dynamic nature of B2B sales and uncover the latest trends, strategies, and transformations that are reshaping the industry. "The Sales Edge" ...
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Winner of two Signal Awards and two W3 Awards, Nickel & Crime goes deep into today’s most devious scams, exposing the psychological tactics and surprising methods used to drain thousands of victims of billions of dollars every year. At a time when financial crime is increasingly sophisticated, we go behind the schemes to understand the often brilliant – and sometimes foolish – crooks’ minds at work, so you can stay alert and avoid becoming their next victim. In season 3, Nickel & Crime retur ...
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Capitalizing on Robotics with KOID: Investing Into Future of Evolving Tech
9:47
9:47
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9:47Sam Vadas talks with Robostore's Teddy Haggerty, KraneShares' Derek Yan, and even the KOID humanoid robot to talk about the future of robotics and its impact on Wall Street. They talk about the "brains" behind robotics that go beyond Nvidia (NVDA) and directions the industry is heading. Derek discusses how the KOID ETF aims to take advantage of gro…
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Stock Market Today: A.I. Stocks React to NVDA, AVGO Price Target Hike, MRVL Earnings
2:36
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2:36Stocks moved higher even as Nvidia (NVDA) traded lower after data center revenue disappointed. However, other stocks tied to the A.I. theme, from energy names like Oklo Inc. (OKLO) to rising cloud computing companies like CoreWeave (CRWV), rallied on the session. Broadcom (AVGO) shares climbed thanks to a price target hike from Oppenheimer. Marvell…
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Newman: A.I. Bubble Story "Blown Out of Proportion"
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7:06
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7:06Even though Dell Technologies (DELL) took a hit after hours following earnings, Daniel Newman says its tie to Nvidia (NVDA) and the A.I. ecosystem makes it a strong company. He adds that the A.I. bubble is overexaggerated and sees the evolving tech leading market growth in the future. He explains how Nvidia will retain its position as the leader an…
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Some A.I. companies and names tied to the A.I. theme rallied on the session on the back of Nvidia's (NVDA) earnings. Dell Technologies (DELL) and Marvell (MRVL) did not. Kevin Green, Alex Coffey and Sam Vadas take a closer look at the reports to analyze why both stocks sold off after hours. ======== Schwab Network ======== Empowering every investor…
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Economic Uncertainty in France & China's "DeepSeek Moment" Sparking Innovation
5:43
5:43
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5:43While the U.S. government captured headlines throughout the week, Charles Schwab's Michelle Gibley turns to stories impacting global finances. She talks about massive volatility occurring in France as fears of a government collapse leaves its economic future uncertain. Michelle draws parallels between its markets to the U.S. As for China, she menti…
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SPX Resistance Push, VIX Treads Lower & NVDA Breakout Potential
5:17
5:17
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5:17The SPX moved higher on the session and showed a significant upside channel into 6,500 resistance. Kevin Green says he needs to see that channel hold for the next couple of sessions for bullish optimism to solidify. He adds that VIX was at its lowest level since December, though a readjustment may come sooner than expected. On Nvidia (NVDA), Kevin …
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Malibu Boats (MBUU) Navigates Headwinds with 30% Q4 Growth
6:13
6:13
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6:13Malibu Boats (MBUU) CEO Steve Menneto explains the 30% revenue growth in Q4, driven by strong demand for new boats, and discusses the company's prudence in its fiscal 2026 outlook despite a challenging marine industry. He attributes the softer-than-expected guidance to macro headwinds, including tariffs and interest rates, which have led to a decli…
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AI Resilience and Tech Leadership: NVDA's Bull Run Continues
9:04
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9:04Michael Rosen shares his insights on the recent earnings season, highlighting the resilience of the AI theme and the outperformance of tech leaders like Nvidia (NVDA). Despite some concerns around monetization and China, Rosen believes the facts support a continued bull run, driven by strong earnings across sectors and a favorable economic environm…
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Ways to Manage A.I. Downside Risk as Tech Takes Up SPX Space
7:00
7:00
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7:00Tech now makes up a third of the SPX, says ProShares' Simeon Hyman. While tech stocks made some investors lots of gains in 2025, Simeon makes the case that it's important to hedge against downside risk once volatility reignites in the sector. He talks about the ProShares S&P 500 Ex-Technology ETF (SPXT) as a way investors can take a barbell approac…
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Haar: Would "Not Surprise Me at All" if Bitcoin Hits $200K Before 2026
8:33
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8:33As institutions increase crypto exposure, especially Bitcoin, John Haar expects the cryptocurrency to accelerate momentum in the last quarter of the year. He says it would "not surprise me at all" if Bitcoin taps $200,000 by the end of 2025. John talks about strategies investors can use around crypto to capture expected upside. ======== Schwab Netw…
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Wasserman’s Fed Cut Picks: AVGO, MSFT, GOOGL, CVX, HD & More
6:51
6:51
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6:51Max Wasserman “wouldn’t recommend” the Fed cut interest rates but thinks there is tremendous pressure on the Fed to cut and so they will use the labor market as an excuse to. He thinks they can cut 125 basis points. His AI picks include Broadcom (AVGO), Microsoft (MSFT), and Alphabet (GOOGL). He says that despite their high multiples, the Fed cutti…
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AFRM "Parabolic" Move Back to $80, Web Trends Favor Growth
8:32
8:32
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8:32Affirm (AFRM) traded as low as $30 back in April. The digital buy now, pay later company since rebounded near its 52-week high. LikeFolio's Landon Swan points to his firm's data showing how Affirm is capitalizing on its market share while taking from competition like Afterpay and Klarna. ======== Schwab Network ======== Empowering every investor an…
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DKS Beats Earnings, Faces Tariff and FL Acquisition Concerns
6:35
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6:35Dick's Sporting Goods (DKS) beat on top and bottom line, but the stock sold off due to concerns about tariffs and the impact of the upcoming Foot Locker (FL) acquisition. Tsvetta Kaleynska notes that despite a positive earnings reaction, channel checks show that Dick's is struggling to generate buzz online, with consumers instead discussing concern…
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Jason Brown remains a bull on Nvidia (NVDA). He believes the company's data center revenue is still strong despite the miss, adding that chip sales without China only adds to Nvidia's future potential. Microsoft's (MSFT) business execution adds to his bull case for the Mag 7, while seeing Citigroup (C) as a breakout contender. Jason offers example …
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Bruce: AI Causing Trouble in Workforce ‘On a Human Level’
7:12
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7:12Tom Bruce calls the economy “very constructive” and is bullish into 2026. He cites deregulation, an expected rate cut, and investment in the U.S. Tom looks at inflation, saying shelter costs are coming down “quite a bit” after being sticky for a few years. He warns investors that President Trump’s attempts to fire Fed Governor Cook will be a histor…
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Kat met Coach (Damon Wayans Jr.), and Ian has anxiety. We discuss sleep shows, and Kat rubbing shoulders with celebrities. We then jump into tech talk all around networking - we're talking tech and not your friend circle, even if that is how ChatGPT explained it to Kat. We dig into how the network was founded, Cisco's role in the development of the…
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BABA Outperforms SPX, Cloud Revenue Will Determine Continuing Bull Run
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9:05
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9:05Alibaba (BABA) reports earnings before the opening bell Friday. The Chinese tech company, much like its international peers, have outperformed the SPX. However, Sam Vadas believes the upside run will depend on whether Alibaba can impress investors on the cloud revenue. She goes in-depth on everything Wall Street needs to know heading into the repor…
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NVDA Evolving from Chip Company to A.I. Ecosystem Developer
13:43
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13:43CFRA's Angelo Zino raised his price target on Nvidia (NVDA) after the company's blockbuster earnings report. While he notes the disappointing miss in data center revenue, it's "all upside in China" after CEO Jensen Huang set the bar low on the previous quarter. He expects demand for Nvidia's A.I. chips to heavily accelerate in the region. As for th…
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CRWD Reverses Post-Earnings Losses, DG Lifts Sales Guidance, DKS Flat
8:37
8:37
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8:37Nvidia (NVDA) isn't the only earnings mover that recovered post-earnings losses. Diane King Hall talks about CrowdStrike's (CRWD) earnings recovery after it initially sold off on disappointing guidance and its acquisition of Onum. Dollar General (DG) traded lower after its report despite boosting sales guidance. Diane notes that tariff commentary h…
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Mid-Caps Climb Toward All-Time High, Silver Attempts Breakout
6:48
6:48
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6:48Kevin Green analyzes market moves as investors digest Nvidia's (NVDA) extensive earnings report. He notes bullish momentum remains intact, particularly in the mid-cap space as the sector inches toward all-time highs. Kevin talks about how a lack of tariff exposure compared to small caps lift mid-cap momentum. He also mentions moves in silver that s…
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NVDA Shows "Everyone Still Feeling Good About A.I.," GPD & Jobless Claims "Solid"
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6:23Futures inched into green territory ahead of Thursday's open, led by a post-earnings comeback from Nvidia (NVDA) after the stock sold off after the report. Kevin Hincks talks about the A.I. narrative being intact despite a slight miss in data center revenue for Nvidia. On the macro front, Kevin highlights positive signals in the latest GDP and jobl…
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Blackwell Now NVDA's Story, SNOW Shows Software Isn't Dead
8:06
8:06
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8:06Jenny Horne goes off Nvidia's (NVDA) gargantuan earnings report that showed a miss on data center revenue but highlighted other bright spots, including Blackwell. She lays out Nvidia's path ahead as shares rebound from Wednesday's post-earnings sell-off. Jenny turns to the software front on Snowflake's (SNOW) earnings, which opened the door to a st…
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Small Caps Lead Sector Rotation, Tariffs "Swiss Army Knife"
9:53
9:53
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9:53Liz Ann Sonders with Charles Schwab says the "expectations bar" for Nvidia (NVDA) was likely set too high by investors after it traded lower on numbers "in-line to slightly above" estimates. However, she points to expectations of rate cuts from the Fed giving a significant boost to small caps, seen in recent RUT rallies. Liz Ann notes other rotatio…
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Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart. He points to recent rangebound trading channels and current areas of resistance and support to note. Then, Tom White swings by with an example options trade. Tom demonstrates using …
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A.I. Fighting A.I. Fraud, Finding "Smarter" Solutions for Consumers
3:54
3:54
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3:54Scarlett Sieber joins Morning Movers to discuss A.I. rollout across other industries like Finance and Cybersecurity. She says there are some really great applications of A.I. fighting A.I. fraud in the cyberspace. For banks, Scarlett points to rising demand for "complementary" A.I. technology that helps the consumer and create actual benefits. ====…
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Kevin Green calls Nvidia (NVDA) CEO Jensen Huang’s commentary “balanced” in the wake of the chipmaker’s latest earnings report. Elsewhere in earnings, KG looks at Snowflake (SNOW) which topped Street estimates and says that $230 could be an upward resistance level for shares. On the broader market front, KG underlines some high liquidity in S&P 500…
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Five Below (FIVE) shares have run higher over the past 3 months, but have been stuck in a near-term range between $131 and $144 says Kevin Horner. He examines the chart after the retailer's latest earnings report. On a 2-year chart, he highlights a recent "golden cross" pattern occurring with its 50-day and 200-day simple moving averages. Five Belo…
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Jessica Kriegel (@drjessicakriegel) discusses labor market sentiment using real-world examples from her work that paint a murkier picture. She believes CEOs are looking to improve efficiencies but aren't hiring college grads and low-skill workers as they possibly aim to replace the jobs entirely. Jessica says jobs are not being added quickly, compa…
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From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox
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28:56In episode #575 of Lawyerist Podcast, learn how to move beyond daily overwhelm and lead your firm with clarity, confidence, and vision as Stephanie Everett talks with Lawyerist Lab business strategist Chad Fox. Chad explains why so many lawyers get stuck in the weeds of $20/hour tasks instead of focusing on high-value CEO work, and how a mindset sh…
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#90 4 Untold Truths of Running Your Own Practice
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22:29Send us a text Behind every polished courtroom scene or calm mediation table lies a reality few talk about—the messy, unglamorous truths of running your own practice. In this episode, Sylvia Garibaldi reveals four hard-hitting lessons every lawyer, mediator, and divorce professional needs to hear. If you’ve ever felt the weight of wearing every hat…
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Crypto Corner: Weekend Selling, Kraken SEC Meeting, ETH Undervalued?
6:25
6:25
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6:25Jenny Horne and Adam Lynch examine the recent weakness in Bitcoin (/BTC) following a big move lower over the weekend. Additionally, the duo look at headlines surrounding tokenization trends in the market as Kraken officials met with the SEC. And, Adam shares a note from Standard Chartered that claims Ethereum (/ETH) is undervalued. VIRTUAL CURRENCY…
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The Contrarian Case to Hold Interest Rates, A.I.'s "Double Edged Sword"
10:20
10:20
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10:20Peter Andersen argues that the Fed needs to ignore "enormous" pressure to cut interest rates. He explains that more economic data has to hit the wire before the FOMC issues a green light to cut. On A.I., Peter calls the technology a "double-edged sword" which offers upsides to efficiency, but adds that it will also be used by "bad actors." However,…
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DigitalituM Podcast Episode 21 - Karen Escobedo - Tri-Sphyre - From Accounting to Automation: Dredge Simulators, Drives & Women in Manufacturing
28:53
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28:53Send us a text From Accounting to Automation: Dredge Simulators, Drives & Women in Manufacturing with Karen Escobedo (Tri-Sphyre) Episode Summary Karen Escobedo shares her unconventional path from accounting student and fresh MBA grad to business development in industrial automation. We explore Tri-Sphyre’s work in PLC/HMI/drive integration, their …
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Stock Market Today: NVDA, CRWD & SNOW Report Earnings
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2:16Stocks moved higher on Wednesday's session ahead of Nvidia's (NVDA) earnings that is expected to move markets Thursday. That report showed an EPS beat but a miss in data center revenue, even though the quarterly figure tapped a whooping $41.1 billion. Snowflake (SNOW) also rallied big after hours when it showed promising growth. CrowdStrike (CRWD) …
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CRWD Tumbles on Earnings Beat, SNOW Soars with Revenue Growth
7:32
7:32
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7:32CrowdStrike (CRWD) shares tumbled despite a strong earnings beat, but Alex Hamerstone thinks the selloff was an overreaction. Hamerstone notes that the cybersecurity firm still has a strong growth story and a competitive edge with its AI-enabled security platforms. Meanwhile, Snowflake Inc. (SNOW) shares soared on a revenue beat and solid guidance,…
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Mercer: NVDA Earnings Show It's Time to Look "Beyond Data Centers"
11:19
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11:19Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies li…
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"I'd be shocked if this stock was higher tomorrow," says Alex Coffey in reaction to Nvidia's (NVDA) earnings move. He and George Tsilis comb through NVDA numbers following its 2Q earnings report. The company revealed its Blackwell revenue grew 17% sequentially and CEO Jensen Huang says, "Production of Blackwell Ultra is ramping at full speed, and d…
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Scott Durfey and Kevin Green join Marley Kayden for live reaction to CrowdStrike (CRWD) and Snowflake (SNOW) earnings. For SNOW, the software company reported product revenue growth of 32% as shares jumped higher after the report. KG points to margin improvement at 9% as key to the company's outlook and guidance. For CRWD, the cybersecurity company…
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NVDA Earnings: Data Center Revenue and China Market Insights
3:58
3:58
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3:58Nvidia (NVDA) reports earnings soon, and all eyes are on data center revenue, gross margin normalization, and any updates on the Chinese market. Ali Mogharabi breaks down what to expect, including any potential color on the Rubin and Blackwell chip delays, and how the company will navigate the uncertainty surrounding U.S.-China trade tensions. ====…
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"Unusual" FOMC Headlines to Affect Interest Rate Cutting Cycle
6:50
6:50
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6:50Charles Schwab's Mike Townsend don't see headlines around Fed independence leaving anytime soon. He sees President Trump's "unprecedented" move to fire Fed governor Lisa Cook only adding controversy around the FOMC, as Congress needs to weigh on who will fill an already empty seat. Mike talks about how both situations can affect the Fed's rate cutt…
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Dan Deming looks at commodities as the market continues to make new highs. He’s watching $61.50 for crude oil and discusses how the trend could change if prices hit that level. He foresees headwinds for crude through the end of 2026 and thinks it could break below $60 by year-end. With central banks continuing to buy gold, he thinks there is a “put…
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Market Breadth Excels Ahead of NVDA Earnings, Watch Second-Hand A.I. Plays
5:30
5:30
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5:30Volatile trading action was seen near the end of Wednesday's trading session, a common trend Kevin Green noted for this week. One bullish sign: vast market breadth, which Kevin says is bullish long-term if markets experience rotation. As Nvidia (NVDA) reports earnings, watch activity in names connected to the A.I. giant. Price action in Nvidia can …
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The Evolution of U.S. Manufacturing with Jay Timmons
8:53
8:53
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8:53Jay Timmons covers the state of U.S. manufacturing and the impact of tariffs on the sector. He calls the federal budget bill “huge” in signaling commitment to the sector. He compares the 2017 tax bill to the 2025 one, and says it gives the U.S. “one of the most competitive tax structures” worldwide. He discusses how he works to “improve” regulation…
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Brenner: Labor Data has been Off for Years, Fed Potentially Compromised
8:59
8:59
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8:59“There isn’t a lot of room for error” in Nvidia (NVDA) earnings, says Andrew Brenner. However, he’s paying more attention to the Fed decision in September. He thinks employment is “10 times” more important than inflation, and thinks the Fed will agree, but he also doesn’t quite trust the labor data the government is publishing. Andrew also thinks t…
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Cybersecurity's Crossroads: Can CRWD Earnings Reignite Bullish Momemntum?
6:33
6:33
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6:33After Okta Inc. (OKTA) posted an earnings win and subsequent rally, now cybersecurity investors await CrowdStrike's (CRWD) report after the close on Wednesday. Marley Kayden notes the company's significant rally over the last year, even as the stock trades close to 20% off its all-time high. She talks about the headwinds still ahead for CrowdStrike…
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2Q Retail Winners & Losers: ANF, URBN, KSS, GPS & More
9:58
9:58
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9:58Christine Short and Zach Warring cover retailer earnings. Christine thinks the “cautious consumer” is one of retail’s biggest headwinds as 2Q shows beats despite tariffs. She notes that value is leading, expecting lower-priced namesake brands like Abercrombie (ANF) or Urban Outfitters (URBN) to see strength there. Zach has a Strong Buy rating on AN…
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GLW, NEM, RTX: Sector Leaders Outside A.I. & NVDA
7:16
7:16
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7:16Market breadth continues to expand, and Larry Tentarelli urges investors to look beyond Big Tech to discover new leaders in the latest sector rotation. He points to Corning (GLW) breaking out due to its $2.5 billion Apple (AAPL) contract to develop glass for iPhone and related products. Larry notes Newmont (NEM) as a miner benefitting from gold's r…
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Conditions for Recession Ahead of September Fed Meeting
7:18
7:18
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7:18Ryan Dykmans thinks the market is too aggressively pricing in a rate cut, calling the odds more “60/40” than the over 80% currently projected. He thinks the Fed really needs to watch labor market data into their September meeting. Ryan is also concerned about inflation, and argues that while the U.S. consumer is “fine” right now, incoming tariff im…
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NVDA "Party Isn't Over Yet," Mag 7 Offers Long Runway
6:16
6:16
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6:16As noted by R. "Ray" Wang, Nvidia (NVDA) beat and raised for eight consecutive quarters, and he believes the company can do it again. He sees A.I. demand only accelerating, backed by six of the Mag 7 companies funneling $80 to $100 billion in capex for the coming year. Ray doesn't expect China to act as a headwind, pointing to Nvidia's massive A.I.…
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China & A.I. Guidance Set Earnings Bar High for NVDA
7:56
7:56
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7:56Wedbush's Matthew Bryson says this is the "first quarter in three or four quarters" where everything appears to have gone right for Nvidia (NVDA). Two headwinds he can see for the company: China and guidance not meeting investors' expectations. Matthew says positives outweigh potential downsides to Nvidia, especially as Big Tech companies increase …
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