Best IBM Big Data Podcasts (2025)

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Shutdown Latest, AMD Pop, Watching U.S./Vietnam Trade Deal Updates 7:11

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6m ago7:11

7:11

Kevin Green kicks off Morning Movers with a look at market activity as optimism mounts that the government shutdown bill could pass the House of Representatives later tonight. KG points to the health care and energy sectors as ones to watch. On the stock front, he looks at the move in AMD Inc. (AMD) following the company's analyst day. KG discusses…

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Options Corner: CSCO Near 25-Year Highs 5:45

11m ago5:45

5:45

Cisco (CSCO) earnings report after Wednesday's close. Rick Ducat calls up the chart and compares its performance to industry-peers in Arista Networks (ANET) and Palo Alto Networks (PANW). He indicates several areas of resistance and support as shares are rising in a recent uptrend over the past month. Rick highlights the RSI momentum study remainin…

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International Growth Picture: Looking Overseas for Investing Opportunities 8:34

24m ago8:34

8:34

Dina Ting and Diane King Hall discuss global trading patterns as countries adjust to new tariff rates. She points to potential growth in South Korea, the United Kingdom and Japan. Dina provides insights into the regulatory environment in Europe, particularly its capex spending on defense capabilities and A.I. growth. For the semiconductor trade, sh…

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Chart of the Day: IBM's Quantum Move 3:24

28m ago3:24

3:24

IBM Corp. (IBM) shares have completed another "smaller cup and handle pattern" according to Rachel Dashiell. She examines "Big Blue's" chart and provides technical thoughts on the stock's recent run higher. On a 1-year chart, she points to the structural uptrend and says its post-earnings rally pushed it above a longer-term resistance point near $2…

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Bradley: CRCL "In the Right Place at the Right Time" 7:33

29m ago7:33

7:33

Nathaniel Bradley joins Morning Movers to break down Circle (CRCL) earnings. He discusses the company's progress in USDC adoption and points to the institutional adoption of its stablecoin technology. Nathaniel says the token economy "unlocked by the GENIUS Act" could act as a growth catalyst, saying the company is "in the right place at the right …

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The Story: Will NVIDIA Save or Ruin The World? 36:02

4m ago36:02

36:02

This week, Oz sits down with Stephen Witt, a frequent contributor to The New Yorker and author of The Thinking Machine: Jensen Huang, NVIDIA, and the World’s Most Coveted Microchip. They’ll discuss what's made NVIDIA the most valuable chip company in the world — and the most valuable publicly traded company, period. And how a single piece of hardwa…

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Data Unstuck: Jure Leskovec on Unleashing the Power of Networks 42:34

4h ago42:34

42:34

Send us a text Data’s everywhere, but so often it feels… stuck. Joining us today is Jure Leskovec, Chief Scientist at Kumo and a Stanford Professor who's fundamentally reshaped how we understand networks—from Pinterest's recommendations to tracking the spread of disease. We’ll unpack why structured data is lagging behind the AI revolution, explorin…

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Technical Tuesday: SPX, OKLO, EXPE 5:31

1h ago5:31

5:31

Rachel Dashiell with Charles Schwab says the SPX holding its 50-day SMA offers a bullish signal for investors. She offers her technical analysis through the 6-month chart. On her stock picks, Rachel shows how "no trend can run forever" through Oklo Inc.'s (OKLO) explosive price action and how Expedia (EXPE) exhibited bullish traction before its rec…

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RGTI "Science Project, Not a Business?" Long-Term "Patience May be Warranted" 7:56

22m ago7:56

7:56

Rigetti Computing (RGTI) narrowed losses in its latest earnings, though Cory Johnson sees its $1.95 million in quarterly revenue as "ridiculously small." He compares the quantum company to a "science project selling to other science projects" and needs more time to develop. Ron Westfall adds to Cory's point by saying "patience may be warranted." Ho…

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Tuesday's Final Takeaways: Airline Pressure Persists & Healthcare Flexes Strength 5:20

25m ago5:20

5:20

While tech headlines flooded the market on Tuesday's session, Marley Kayden and Sam Vadas highlight other sectors getting attention that investors should note. They talk about the pressure airlines are expected to continue seeing even after the government shutdown ends, along with the unsung strength seen in the healthcare sector. ======== Schwab N…

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Tuchman: Brace for Economic Data & Cutting Out A.I. "Noise" 9:34

27m ago9:34

9:34

The Einstein of Wall Street, Peter Tuchman, talks about everything he sees as pivotal to markets ahead. He points to the waterfall of economic data investors will get once the government reopens as critical to outlook, particularly in the eyes of the FOMC and interest rate cuts. Peter also urges investors "tune out the noise" and pay attention to m…

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Overlooked Stock: XPEV "Dark Horse" in EV & Robotics, Races with TSLA 5:41

35m ago5:41

5:41

XPeng Inc. (XPEV) joined other EV peers like Rivian (RIVN) in recent rallies by racing to a 3-year high. However, as George Tsilis explains, the company's leap into robotics is what's drawing investor attention. George talks about how the company is accelerating its positioning to compete with a tech giant like Tesla (TSLA). ======== Schwab Network…

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RVER ETF Celebrates Second Anniversary, Passes $100M Mark 8:36

37m ago8:36

8:36

Rob Haugen celebrates the RVER ETF’s upcoming two-year anniversary and passing $100 million in assets in the fund. Its top holdings include Amazon (AMZN), Eli Lilly (LLY), and Novo Nordisk (NVO). He explains how the ETF aims to be an “all-weather” holding for investors and the thesis behind its construction, as well as their risk management strateg…

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OKLO Up 400% in 2025, Down 45% from All-Time Highs 5:23

1h ago5:23

5:23

Oklo Inc. (OKLO) has become a giant in the nuclear power space without showing revenue since going public. Ahead of the company's after-hours report on Tuesday, Rick Ducat turns to the stock's explosive price action after rallying close to 400% so far this year. Shares still remain 45% under a record high. Options traders are bracing for wild swing…

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Market Volatility & Watching for ‘Bottlenecks’ Amid High AI Valuations 7:22

1h ago7:22

7:22

Marta Norton says there “isn’t a lot of room for good news to move to the upside” with the market around highs, but there’s a lot of room for bad or middling news to drag the market lower. She looks at current market volatility and argues that while valuations are stretched, they’re not in a bubble yet. She discusses how to watch for “bottlenecks” …

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Mark Travis’s ‘Founder-Led’ Picks: GRMN, LEVI, JEF & More 6:55

1h ago6:55

6:55

Mark Travis is looking for “founder-led” businesses with strong financials. He covers the state of the AI trade and how much investors should think about putting into the sector depending on where they are on their journey towards retirement. Anticipating rates to drop, he thinks it might be time to lock in bond purchases before the Fed moves. He l…

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Pizzurro: Earnings Momentum Could See S&P Up Double Digits for Third Year in a Row 8:48

1h ago8:48

8:48

Brandon Pizzurro sees earnings momentum sending markets higher through the end of the year. “We’re looking at the third year in a row of the S&P up double digits,” he adds. He explains what will happen to missing economic data once the government reopens and how it could affect the Fed’s rate decisions, likening it to flying in a fog. Brandon also …

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Energea Co-Founder on Solar Energy Investments 5:43

1h ago5:43

5:43

Mike Silvestrini, co-founder of Energea, joins to discuss the launch of a private wealth channel for energy infrastructure investments. He thinks solar energy is “here to stay,” and “fast to deploy.” He looks at the pace that the world is adding solar energy and the financial opportunities that come along with that. Energea is buying up clean power…

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Ca$htag$: On Holding (ONON) Drop Presents Opportunity 7:30

1h ago7:30

7:30

Likefolio’s Andy Swan thinks ONON “stock has been thrown out with the bathwater” even as its traffic beats competitors. “The consumer loyalty, consumer demand for this product is so high,” and he sees an opportunity in this mismatch. “This is a stock worth looking at a 35% discount.” ======== Schwab Network ======== Empowering every investor and tr…

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Earnings Power BBAI Rally & Comparisons to PLTR 5:09

2h ago5:09

5:09

George Tsilis turns to BigBear.ai (BBAI) once again after the company's stock surged on earnings. An acquisition of Ask Sage added to bullish optimism. George compares the company to an A.I. analytics peer in Palantir (PLTR) and makes the case that it has room to grow through small and mid-sized partnerships, though it has more work to do in shapin…

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CRWV "Hidden" Expansion Opportunity, "Proxy" in A.I. Trade 6:18

2h ago6:18

6:18

In the first hours of Tuesday's trading session, CoreWeave (CRWV) sold off as much as 15%. David Nicholson still considers the company a "proxy" for the A.I. trade. He likes CoreWeave's strong potential, though admits it faces risk if hyperscalers pull out of their contracts. Mike Maloney also says he's "bullish on the long-term" and makes the case…

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Schatz: Hard for Markets to Fall in 4Q, Like LRN, CARR 9:06

2h ago9:06

9:06

Paul Schatz “would be surprised” if the markets take out the lows from Friday, arguing that the pullback today is a retrenchment after yesterday’s run up. He thinks investors should take some gains headed into the end of the year during “rippy up days” and rebalance their portfolios. He argues that it’s hard for the market to fall in 4Q based on hi…

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New Constructs Launches AI Agent Finsights for Stock Picking 7:17

34m ago7:17

7:17

David Trainer of New Constructs discusses their partnership with Google Cloud to launch Finsights, a “perfectly curated” AI agent based on “super clean data” combined with Google’s Gemini. He explains how they’ve built the AI tool for investors and how it can be used both on the institutional side and retail side. “Success is going to be getting th…

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The Big 3: GOOGL, AAPL, TSM 12:41

44m ago12:41

12:41

Jessica Inskip focuses on Big Tech for today's Big 3. She explains how Alphabet's (GOOGL) TPU growth and Google search play into a long-term bull thesis, Apple's (AAPL) ever-changing ecosystem and product diversification, and TSMC's (TSM) cash war chest and role in the center of the A.I. trade. Rick Ducat turns to key levels in the stock charts. ==…

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Crypto Adoption & Interest Rates Weigh on CRCL Competition with Tether 7:17

1h ago7:17

7:17

Circle (CRCL) reports earnings before Wednesday's opening bell. Vladislav Ginzburg sees the upside potential for the blockchain-tied stock but relies heavily on how the company sets up its outlook. Vladislav makes the argument that rate cuts will be bearish for the company, though an increase in general crypto adoption can push the stock to serve a…

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Cramer's Morning Take: Nike 11/11/25 2:21

21h ago2:21

2:21

Cramer warns this retail giant’s turnaround is real. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo…

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SOTS 2nd Hour: Softbank Sells Nvidia, Market Vet Ed Yardeni, & The Pulse of the AI Trade 11/11/25 43:28

22h ago43:28

43:28

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action. Also in focus: the state of the AI trade, following ye…

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'Strong Enough' Economy Holds Bull Thesis, 'Rotation' Out of A.I. Good for Indices 5:12

22h ago5:12

5:12

Charles Schwab's Nathan Peterson believes the U.S. government reopening will offer a new base of support for markets, though he warns investors to watch for a forming rotation. As companies like Nvidia (NVDA) and CoreWeave (CRWV) sell off, he explains the move out of tech may be used to support market breadth in the broader indices. ======== Schwab…

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Time of Inflation & Jobs Data, FOMC Impact & SoftBank's NVDA Sale "Bullish" 8:38

22h ago8:38

8:38

"It's a matter of time" before the government reopens, says Alex Coffey, calling the Senate's 60-vote threshold the "biggest hurdle" in the process. Now focus turns to key inflation and jobs data, as Alex highlights the prospective timeline of key reports. The question remains: what will that data show and what will it mean for interest rate cuts? …

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Pre-Bell Playbook: Small Business Optimism Falls, Softbank Exits NVDA Position 5:25

1h ago5:25

5:25

Kevin Hincks reporting from @cboeglobalmarkets shares the latest economic data from the NFIB Small Business Optimism Index and dives into the details to find out why it was lower than estimates. He looks at ADP's newest jobs data that pointed to a loss of more than 11k jobs each week in the last 4 weeks as the government shutdown ceased regular job…

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Prial: AI is ‘One of the Biggest Opportunities Out There’, Companies Could ‘Double or Triple’ 5:44

1h ago5:44

5:44

Nancy Prial is closely watching the circular spending within the AI sector, but is “confident” that AI is a long-lived trend and “one of the biggest opportunities out there.” She likes the “application layer” of AI: communication services, infrastructure, software builders. She thinks some companies in the space can double or triple from here and a…

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AI Trade's Wild Ride, CoreWeave CEO "First on CNBC," SoftBank Sells Nvidia Stake 11/11/25 43:52

23h ago43:52

43:52

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors re…

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CRWV Crashes on Lower Guidance, RGTI Narrows Loss, Paramount+ Pushes PSKY 5:54

1h ago5:54

5:54

CoreWeave (CRWV) shares sunk as much as 12% after the opening bell when it posted a guidance cut and more CapEx in earnings. As Diane King Hall notes, the company also marked a delay for one of its data centers. Rigetti Computing (RGTI) narrowed its loss in earnings but slid at the open when valuations came into check for investors. Diane also high…

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Joseph Shaposhnik’s Picks: GE, TMO, HEI & More 6:37

1h ago6:37

6:37

“Demand today [for AI] is very, very strong,” but a capex pullback could happen in the next few years, Joseph Shaposhnik warns. He shares stock picks, including Thermo Fisher (TMO), highlighting its recurring revenue. In defense, he also likes GE Aerospace (GE), which is his firm’s largest position, along with Loar (LOAR) and Heico (HEI). As Warren…

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Options Corner: AMD "Passively Bullish" Trade 5:21

23m ago5:21

5:21

Rick Ducat tackles the technicals on AMD's (AMD) chart as shares have attempted to muscle back some of its recent selling action. Rick identifies the momentum and moving average studies that show signs of support during its recent downtrend after falling from all-time highs. Rick indicates significant trading volume near its standard +1 deviation. …

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Looking for Stability in Commercial Real Estate 6:14

2h ago6:14

6:14

Greg Friedman sees a "slow grind back" in commercial real estate, not a "snapback" like post-Great Financial Crisis. He discusses the impact of an elevated 10-year yield, but notes a predictable Fed and stable environment will help drive overall stability in commercial real estate. Greg believes 2026's market will be stronger than 2025. ======== Sc…

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OKLO's Potential: "Years Off" Before Being a Revenue Producer 7:11

30m ago7:11

7:11

Logan Gilland joins Morning Movers to help preview Oklo Inc. (OKLO) earnings and explains the pre-revenue status of the nuclear energy company. He underlines the significance of Sam Altman's role within the company and the energy demand powering interest in companies like OKLO. Logan admits that A.I. valuation concerns might be weighing on shares, …

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Monday's Tech Rally, Government Shutdown's Next Steps 6:35

31m ago6:35

6:35

Tom White kicks off Tuesday's trading day with a look at the strength shown in Monday's tech-led rally. He points to moves in Palantir (PLTR) and Nvidia (NVDA) as leaders in the move, but discusses Softbank exiting its position of Jensen Huang's chipmaker. Tom notes that overall optimism in the equity markets remains, pushing higher on stronger ear…

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Chart of the Day: ONON Support Areas Ahead of Earnings 3:11

35m ago3:11

3:11

On Holding (ONON) reports earnings tomorrow. Ben Watson laces up his technical analysis shoes to take a look at the chart. On the 5-day chart, he highlights the $34.50 level as a near-term area of support. Looking at the 1-year chart, Ben highlights the downtrend from May's levels near the $60 point. He looks at prior technical missteps after recen…

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Tigay: ‘Many More Years of AI Trade to Come’, What’s Next for Tesla (TSLA) 6:30

2h ago6:30

6:30

“We have many more years of this AI trade to come,” Joe Tigay argues, despite fears of a bubble. He looks at Tesla (TSLA), saying that “without Elon” there is no Tesla, and he wouldn’t want to invest in the company if he wasn’t leading it. However, he notes that Elon’s new pay package and goals are extremely ambitious. ======== Schwab Network =====…

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Greenland Energy Eyes Mega Oil Field with Halliburton Support 5:57

2h ago5:57

5:57

Robert Price, CEO of Greenland Energy Company, joins the show to discuss the company's efforts to develop what could be one of the largest oil fields in the world, located onshore in Greenland. With an independent engineering report suggesting significant potential, Greenland Energy is repositioning equipment and expects to break ground in the summ…

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Monday's Final Takeaways: PFE Buying MTSR, China ADRs & Port Fees 5:23

2h ago5:23

5:23

While the A.I. trade and Trump's knock on health insurers took a lot of market attention in Monday's session, Marley Kayden and Sam Vadas turn to other stories behind today's moves. Healthcare saw another big headline in Pfizer's (PFE) bid for Metsera (MTSR) while international traders had their eyes on China. ======== Schwab Network ======== Empow…

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EARNINGS ALERT: CRWV & RGTI 8:33

20h ago8:33

8:33

A.I. and quantum computing took the attention of investors after Monday's closing bell. Marley Kayden, Sam Vadas, and Kevin Green discuss the better-than-expected losses in CoreWeave (CRWV) and Rigetti Computing (RGTI) and where both companies stand in the evolving A.I. space. ======== Schwab Network ======== Empowering every investor and trader, e…