Best Rally Caps Podcasts (2025)

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Hatfield: 3 Rate Cuts Before Year End, Reviewing Fed Chair Candidates 8:38

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6m ago8:38

8:38

“We’ve been predicting all year that we’d have two or three cuts,” Jay Hatfield says, calling for three before the end of 2025 to bring rates towards the “neutral” 3%. “We need to cut, the economy’s weakening,” he says, but blames the Fed’s tightness over tariffs. Jay discusses potential new Fed Chairs and who he would like to see take the seat. He…

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Brauer: TSLA FSD "Years Away," EV to Face U.S. Challenges, Musk Pay Package "Optimistic" 9:07

7m ago9:07

9:07

Tesla (TSLA) will face several headwinds in the coming months, says Karl Brauer. He says the company needs to pivot on focus for future products. That includes autonomous driving through robotaxi, though Karl says FSD innovation is still "years away" from profitability. He adds that Tesla's core business in EV sales will continue to decline and see…

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Phillip Bullish on GOOGL Antitrust Outcome, Concerned on Valuation 4:34

16m ago4:34

4:34

Phillip Securities issued a downgrade for Alphabet (GOOGL) even as it sees positive outcomes from not having to divest Google Chrome. However, a valuation spike prompted concern from the analyst. Marley Kayden offers a closer look at the analyst note to further explain what's driving the commentary. ======== Schwab Network ======== Empowering every…

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ORCL Price Target Hikes Ahead of Earnings, AAPL "Awe Dropping" Event, SATS Soars 20% 12:46

9m ago12:46

12:46

Oracle (ORCL) received price target hikes from Barclays, Morgan Stanley, and JPMorgan ahead of Tuesday's earnings. Sam Vadas notes bullish takes from the firms in A.I. infrastructure buildout, though it doesn't come without concerns regarding Oracle's current valuation. She also notes Apple's (AAPL) product launch Tuesday that is expected to focus …

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PPI & CPI Crucial in Fed "Quiet Week," Barclays Moves Needle on Rate Cuts 6:23

25m ago6:23

6:23

Kevin Hincks says we're moving into what he calls a "quiet week" for the FOMC, which makes this week's economic data more important. He highlights the CPI and PPI to discuss parts of the prints investors will want to focus on. On the Fed, Kevin notes momentum moving in favor of an interest rate cut cycle. Barclays upped its expectations on cuts in …

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Watching the SPX Technical Picture for Potential September Slump 8:14

29m ago8:14

8:14

Will Tamplin is watching the slope of the 20-day moving average on the SPX, and explains the market moves that would increase “downside risk.” He would reduce “higher beta” positions like Microsoft (MSFT) and Nvidia (NVDA) and increase fixed income holdings in anticipation of a normal September pullback. In general, he is looking for a reaction tha…

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Rare Price Target Cut for NVDA, APP Joining the SPX 7:39

31m ago7:39

7:39

Citi cut its price target on Nvidia (NVDA) on the back of Broadcom's (AVGO) $10 billion A.I. chip deal announced last week. Jenny Horne says the cut is notable but points to strong fundamentals and a still-bullish A.I. narrative favoring Nvidia long-term. Applovin (APP) leapt higher to all-time highs after the company was among a group of stocks pi…

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Options Corner: TSLA Example Trade 5:02

2h ago5:02

5:02

Tesla (TSLA) continues to outperform the legacy automakers over the past year. Rick Ducat breaks down the technical conditions for its chart, pointing out the $365 level as a key test area for upside resistance. Rick then illustrates an example options trade for Tesla using a Sep. 19 expiry unbalanced call butterfly. He explains the bullish nature …

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September Seasonality: Diversification & Barbell Approach to Your Portfolio 6:22

2h ago6:22

6:22

Mike Dickson says the labor market is something to pay attention to this month and believes September could be "rocky." He cites historical performance trends for the fall month. In terms of the current rally, Mike points to a lack of broad participation and says the A.I. stocks are pulling the markets forward. Mike believes diversifying a portfoli…

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Previewing ORCL Earnings & Looking for "Momentum" 5:47

2h ago5:47

5:47

Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role in the A.I. trade. What Paul is curious to hear from the company is regarding its capital expenditure guidance and cash burn rate. He does caution that an A.I. bifurcation could be on the horizon between …

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Woods: "Most Hated" Market Rally Underway, Tariffs "Most Uncertain" Mover Right Now 8:42

2h ago8:42

8:42

Jay Woods joins Diane King Hall at the NYSE set to kick off the new week of trading. On the heels of Friday's market movement after the latest jobs report, he believes this is still one of the "most hated" rallies in the market. Looking ahead to this week, he's watching the CPI print. He wants to see mortgage rates come down, and is closely watchin…

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Chart of the Day: NVDA "Taking a Little Breather" 3:41

2h ago3:41

3:41

Looking at the chart for Nvidia (NVDA), Rachel Dashiell says its had "an incredible run" for the last few months. She displays a 90-day chart timeframe which is in a strong sideways-moving trend over the last few weeks. Rachel underlines key support levels, and says the stock may just be "taking a little breather" before possibly continuing its ove…

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ORCL, ADBE & CHWY: Charting Stocks Near End of Earnings Season 10:46

2h ago10:46

10:46

Earnings season is winding down but there's still key companies to watch heading into this week. Alex Coffey talks about Oracle's (ORCL) importance when it comes to cloud revenue, Adobe's (ADBE) potential for a significant comeback, and Chewy's (CHWY) pressure to grow while retaining current customers. Kevin Green offers detailed analysis by giving…

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Upset City At EuroBasket, Plus Luka & Giannis Carry Teams To Quarterfinals 46:48

6m ago46:48

46:48

On Sun.'s No Dunks, the guys discuss EuroBasket's Round of 16 action: Finland upsets Serbia, Luka and Giannis carry their nations to the next stage, Germany continues to look like the favorites, Lithuania defeats Latvia in the Baltic Derby, Georgia shocks France, Turkey survives a Swedish comeback, and Jordan Loyd stays hot for Poland. ✨ 10 games t…

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Pachman: All Labor Sectors Except Healthcare in Recession, ‘Structural Tornado’ Coming 9:45

14m ago9:45

9:45

Eric Pachman breaks down the August jobs report. He notes that healthcare and social services are only 17% of jobs in the U.S. but is disproportionately growing new jobs in the U.S. labor market. The rest of sectors, he says, are flashing recession signals. He doesn’t even think a 50 basis point rate cut can fix things, citing Powell’s comments tha…

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Indonesia, Still Many Bright Spots 8:46

21h ago8:46

8:46

Last week, Indonesia's financial markets were rocked by volatility against a backdrop of social and political unrest. This led to a sharp correction in the Jakarta Composite Index and Rupiah. We ask Jerry Goh, Asia Equities Investment Director, Aberdeen Standard Investments on what investment strategy to adopt in these volatile markets and what cou…

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Recession Risks Cloud US Economic Outlook 11:19

21h ago11:19

11:19

Kingsley Jones, Chief Investment Officer of Jevons Global, warns that the US labour market is weakening and the economy could tip into recession in 2026. To support growth, he expects the Federal Reserve may cut interest rates three to four times in the rest of this year. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy inform…

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3 Dirt Cheap Gold Mining Stocks 32:44

9m ago32:44

32:44

These three gold miners are values with P/E ratios under 12.By Zacks Investment Research

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Tech Corner: DKNG as NFL Season Begins 6:28

1d ago6:28

6:28

As the fall football season kicks into full swing, DraftKings (DKNG) shares are hovering below 6-month highs. George Tsilis examines the online sports wagering company. He provides a full overview of its competitive landscape, including Flutter's (FLUT) FanDuel as well as traditional brick-and-mortar casino stocks like MGM Resorts (MGM) and Penn En…

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Stock Market This Week: GOOGL Keeps Chrome, AVGO Earnings & OpenAI Rally, LULU 5-Year Low 2:02

3d ago2:02

2:02

Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, rallying 10% after a U.S. district court judge rules the company can keep its Google Chrome browser. Broadcom (AVGO) jumped on strong earnings and guidance — along with reports that it inked a $10 billion…

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Tariff Troubles: Supreme Court Decision Could Impact LULU & Other Margins 6:26

7m ago6:26

6:26

Andrew Wang discusses the potential for the Supreme Court to weigh in on the Trump administration's authority to impose tariffs. With a federal appeals court striking down the majority of President Trump's tariffs, Wang believes the decision could set a precedent on economic power between the President and Congress. He notes that 40% of CFOs cite t…

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Overlooked Stock: CRDO at All-Time High, Defines Role in A.I. Race 6:24

14m ago6:24

6:24

George Tsilis turns to a stock many don't realize is important to the A.I. race: Credo Technology (CRDO). He talks about the company's ties to hyperscalers and how earnings bolster the company's future positioning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht…

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Nonfarm Payrolls "Confirms" Slowing Labor Market, Solidifies September Rate Cut 6:34

23m ago6:34

6:34

Charles Schwab's Cooper Howard says Friday's nonfarm payrolls report confirms a lot of speculation surrounding a slower labor market. He adds that June's report being revised down only adds to the weakness narrative. Cooper expects the FOMC to cut 25bps on interest rates in September but says he'll be "surprised" to see 50bps based on where inflati…

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Commodities Rally: Gold Shines Amid Weak Jobs Report & Fed Rate Cut Speculation 7:17

25m ago7:17

7:17

Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He discusses the potential for a 50 basis point interest rate cut at the Federal Reserve's September meeting and its impact on gold prices, which have rallied to record highs. He also weighs in on the likeli…

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SPX Consolidation & Tech Bull Flag: What to Watch Next Week 6:07

30m ago6:07

6:07

Early turbulence on Friday led to consolidation throughout the rest of the day in the SPX. Kevin Green goes deeper into the technicals through the one-year weekly chart in SPX futures, highlighting how continuing consolidation can flash bearish signals ahead. On tech, Kevin turns to the sector's SPDR ETF (XLK) and shows how a bearish MACD cross can…

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Jobs Report Disappoints, but Labor Market Shows Resilience 8:53

33m ago8:53

8:53

Despite a lackluster jobs report, Jordan Shapiro sees reasons to be optimistic about the U.S. labor market. He attributes job losses in manufacturing, government, and other sectors to cyclical factors rather than sector-specific challenges. Shapiro also notes that the long-term unemployed number is a concern, but sees it as a sign of a shifting lab…

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Fed Rate Cut Likely: Quality Bonds and International Equities in Focus 7:24

36m ago7:24

7:24

Jason Blackwell shares his insights on the Federal Reserve's potential rate cut. Blackwell believes a 25 basis point cut is more likely than 50 basis points, as the Fed aims to balance both sides of its mandate. He thinks the labor market is softer but not falling out of bed, and expects a recovery due to seasonality and hiring. He suggests investo…

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Can Jobs ‘Explode’ From Here? 6:35

41m ago6:35

6:35

Patrick Mueller and Amy Glaser give their takeaways from the jobs report. Patrick thinks that jobs will begin to uptick from here. Amy agrees and is “gearing up for the September surge,” looking at pulled-forward seasonal hiring. Patrick doesn’t give “much credence” to the idea that the shift in employment is a structural change rather than cyclica…

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HIVE CEO on Growth Through Bitcoin Mining, NVDA Partnership 8:34

44m ago8:34

8:34

Aydin Kilic, CEO of HIVE Digital (HIVE), talks about how his company has quadrupled revenue over the past year. He credits the company's expansion from mining 6 Bitcoin a day to 9 -- which he says translates to $1 million daily revenue for HIVE. Aydin expects that number to grow into the fall and sees room to run when it comes to a re-rating of the…

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Energy's Bull Case Lies in Massive Electrical Demand for A.I. 8:11

2d ago8:11

8:11

"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A.I. lies at the center of that exponential demand, and Rob believes the U.S. needs to invest more in electricity producers and infrastructure to maintain A.I. leadership. He talks about how companies like Conste…

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‘Get Granular’ to Find Value: BMY, MCK, WHR & More 9:18

9m ago9:18

9:18

John Buckingham takes the value-oriented approach, and he “likes what he’s seen” for those assets this week. “Investors should really focus on the long haul” right now, he advises, noting that there are attractive opportunities within the market despite the broad indices making all-time highs. He likes Bristol-Myers Squibb (BMY), Merck (MCK) in pha…

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Cloud Acceleration Optimal for ORCL Post-Earnings Rally 8:42

17m ago8:42

8:42

After Oracle (ORCL) rallied almost 40% so far in 2025, Marley Kayden points to high expectations for the stock to continue its impressive rally. Growth acceleration in cloud is what she considers to be the main metric for investors to watch for to justify the rally in shares. Marley later turns to analyst commentary and explains why they lean vastl…

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NFLX Momentum Slows, Ads & A.I. Leverage to Increase Volume on Growth Story 8:36

21m ago8:36

8:36

More people are using streaming as their primary way to watch TV now more than ever. LikeFolio's data shows year-over-year visits to Netflix (NFLX) have slowed, however, Megan Brantley expects a reacceleration. She points to a "still early" monetization phase advertising and A.I. leverage as pivotal turning points ahead for the streaming giant. ===…

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Labor Market is Still ‘Fundamentally Tight’ But Fed Will Start Cutting to 3% 7:41

5m ago7:41

7:41

“The data’s just not strong,” Steven Ricchiuto says of the August jobs report, meaning the Fed has “cleared the last hurdle” before a rate cut. Now the question is how fast they cut, Steven says, and thinks they’ll move to 3%. Overall, though, Steven still sees “good income growth” for workers. He thinks the labor market is still “fundamentally tig…

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The Big 3: AEO, AVGO, HOUR 12:02

8m ago12:02

12:02

StocksToTrade's Tim Bohen talks about the potential he still sees in three stocks that saw aggressive breakouts this week. He explains how American Eagle Outfitters' (AEO) Sydney Sweeney campaign can propel the stock further by pointing to a parallel in Peloton (PTON). Tim says a Broadcom (AVGO) pullback back to previous breakout levels will be an …

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Bianco: Fixed Income Should be a Bigger Part of Your Portfolio 7:18

11m ago7:18

7:18

Joanne Bianco’s top recommendations are in corporate bonds. She thinks fixed income should play a bigger part in investors’ portfolios and highlights her firm BondBloxx’s Fixed Income ETFs. She argues that bond ETFs are “easier” for investors and particularly likes BBB-rated corporate assets, or even CCC. She also talks tax strategy around fixed in…

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"What's Not to Like" on AVGO Earnings? "Viable" Candidate for Mag 7 6:50

14m ago6:50

6:50

John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end t…

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Revisiting 5 Small Cap AI Stocks: Still Buys? 53:34

19h ago53:34

53:34

Mark Zinski, Zacks Small Cap Stock Analyst, returns to review AI stocks from prior podcast episodes.By Zacks Investment Research

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BA 'Can't Afford' More Setbacks Amid Plans to Replace Striking Workers 8:34

1h ago8:34

8:34

Reports say Boeing (BA) plans to replace the 3,200 workers on strike at its St. Louis plant. Marley Kayden notes that Boeing believes the strike itself will have little impact on its operation, though she adds the company "can't afford" any more setbacks. Dan Deming offers an example options trade for the planemaker stock. ======== Schwab Network =…

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Swartz: 'Rare Opportunity' in LULU Sell-Off, Setting Up 2026 Story 12:27

1h ago12:27

12:27

David Swartz believes Lululemon (LULU) stands as a high-quality company despite Friday's steep sell-off. While new products have underwhelmed amid company turnover, David sees management noting investor concerns and will set the company up for a 2026 turnaround story. He considers the current stock price a "rare opportunity" to invest. Tom White of…

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ASML "Inflection Point," DOCU Higher on Earnings, COST Net Sales Jump 8:56

2h ago8:56

8:56

Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection point" according to UBS's latest upgrade. Costco (COST) net sales jumped 9% and gave a boost to the stock. Diane King Hall shares what's behind these stock movers Friday morning. ======== Schwab Network…

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Clark: Increase Small & Mid Cap Exposure, Healthcare ‘Contrarian Play’ 9:45

1h ago9:45

9:45

The jobs report was “lighter than expected,” says Brandon Clark, meaning the Fed is “very likely” to cut rates this month, but probably only 25 basis points. He expects another cut before the end of the year as well. Brandon thinks investors should still be overweight large caps but start getting more exposure to small and mid caps. His “contrarian…

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A.I. Chip Rotation, 10-Year Yield Breakdown & KRE Breakout Attempt 6:07

1h ago6:07

6:07

Nvidia (NVDA) is down and AMD Inc. (AMD) is selling off as Broadcom (AVGO) builds up a strong rally on the back of its OpenAI deal. Kevin Green offers technical insight into the rotation in semiconductors and its impact on the A.I. trade. In treasuries, he shows the breakdown happening in 10-year yields after the latest jobs report came in weaker t…

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AVGO Soars on OpenAI Chip Deal, TSLA's $1T Pay Package for Musk 6:41

1h ago6:41

6:41

Broadcom (AVGO) was initially lower after its earnings, until it announced a $10 billion chip order deal with OpenAI. As Alex Coffey explains, the custom chip developer will create semiconductors for the ChatGPT parent. Nvidia (NVDA) moved lower on the announcement. Alex makes the case that is shows, "what is good for one company may no longer be g…

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Jobs Rise Less Than Expected, "Number 1 Data Point of the Month" 10:13

1h ago10:13

10:13

Kevin Hincks dives into the August non-farm payrolls report which came in below estimates and revealed only 22k added jobs last month. Kevin says this now turns the focus to interest rates after it continues a trend of weak employment data this week including JOLTS and Jobless Claims. He adds the revisions to June and July painted slightly differen…

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ITPM Flash Ep88 Guac' the Hell is Going On? 10:30

2h ago10:30

10:30

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Chipotle’s $13 burritos aren’t selling like they used to — and Raj Malhotra thinks the growth story is over. With sales stalling, margins slipping, and a sky-high valuation, CMG could be heading for a major re-rating. In this episode, Raj present…

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'Jurassic World: Fallen Kingdom' Rewatch | Jurassic Pals 1:26:37

8m ago1:26:37

1:26:37

We've entered a new era. No Dunks continues to watch every movie from the 'Jurassic Park' franchise. Up next: 2018's 'Jurassic World: Fallen Kingdom' starring an erupting volcano, Sir Benjamin Lockwood's granddaughter, blood transfusions, an Indoraptor, dino auctions, and more. 🦖 'Jurassic Park' Rewatch | Jurassic Pals: https://bit.ly/4lfeN6v 🦕 'Th…

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Options Corner: TSLA's New Pay Package for Elon? 6:33

2h ago6:33

6:33

Elon Musk reportedly received a new pay package offering from Tesla (TSLA) that could be worth $1 TRILLION. Tom White discusses the technical patterns taking shape for the EV maker. He looks back to the 2018 levels (far below current prices) to demonstrate the longer-term upward move in shares, before turning to a 1-year chart that illustrates the …