Best Stx Next Podcasts (2025)

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2025 IPO Market Heating Up: StubHub, AI, Crypto Companies in Pipeline 5:37

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3m ago5:37

5:37

Samuel Kerr and Jonah Grankvist look at the IPO market this year. Samuel brings the data to show that this is the “best year in 3” for IPOs and expects several new deals this week alone. Jonah discusses recent IPO performance, including in Klarna. They discuss the importance of profitability, the impact of tariffs, and IPO pricing ambitions among c…

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CoinShares CEO on U.S. SPAC, Global Outlook for Crypto 5:02

5m ago5:02

5:02

"Crypto is here to stay," says CoinShares CEO Jean-Marie Mognetti. His company will soon debut in U.S. public market via SPAC merger. Jean-Marie explains that the company made the move as optimism on crypto reaches a fever pitch in the U.S. He explains what it means for CoinShares and its global reach when it comes to guidance. ======== Schwab Netw…

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The Big 3: SLG, T, PM 13:35

6m ago13:35

13:35

Aquiles Larrea rejoins today's Big 3 and offers three stocks he believes have fallen under investors' radars. He labels SL Green (SLG) as a REIT that can show "growth stock" potential, AT&T (T) as a communication stock that "has not disappointed," and Philip Morris (PM) as a "healthy" dividend player with more opportunity compared to peers in its s…

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Could Tariff Inflationary Impact Pause Fed Rate Cutting Cycle? 6:16

32m ago6:16

6:16

Philip Straehl thinks tariff impacts are still filtering through and will hit in the next few months. He considers them a “transitory element” but thinks an inflation surprise could cause a market downturn because it would delay the Fed rate cutting cycle. He talks about the impact of a 25 basis point rate cut this week on the economy, and the low …

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How Much Will an Interest Rate Cut Impact Labor & Housing? 6:32

14m ago6:32

6:32

Jesse Wheeler warns that interest rate cuts take a while to filter through the economy. He discusses how a cut could affect the jobs market and housing market, but thinks that businesses may stay on the sidelines after a first cut. He talks about why the labor market has taken a hit, tying it to immigration issues: “without that engine of labor sup…

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Ecodata This Week Can Shape Rate Cut Expectations, Watch Small Caps & Financials 8:32

16m ago8:32

8:32

Current expectations on the FOMC's September interest rate cut may not be as solid as investors anticipate, says Kevin Green. He says a "fairly aggressive" retail sales print Tuesday, among other inflation reports, can shake up cut probabilities. As far as stocks to watch, Kevin points to small caps and financials as interest rate movers. He later …

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Musk Buys Into Tesla Amid "Ambitious" Company Goals, TSLA Options Trade 5:08

7m ago5:08

5:08

Marley Kayden takes a closer look into Tesla (TSLA) CEO Elon Musk's $1 billion purchase of shares. She notes Musk's move as a sign he's doubling down on the company's "ambitious" goals. Marley notes it can be a struggle, particularly one goal of Tesla to hit $2 trillion market cap by mid-2026. @ProsperTradingAcademy's Charles Moon offers an example…

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A.I. Driving China Rally While NVDA Faces Headwind, FOMC "Question Marks" Remain 7:05

11m ago7:05

7:05

Michelle Gibley with @CharlesSchwab turns to the international A.I. trade by looking at China's rally on tech stocks. She says institutional investing may be driving the overseas rally. Michelle adds that tariff talks remain hot as China also tackles anti-monopoly measures against Nvidia (NVDA). Cooper Howard talks about the Fed's meeting this week…

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Feinseth: Cruise Stocks to Gain Steam, RCL "Industry Leader" 5:37

13m ago5:37

5:37

Ivan Feinseth remains bullish when it comes to cruise lines. He sees these companies roughing tough waters as many increase capacity, add new ships, and tack on more activities to draw new customers. Ivan points to Royal Caribbean (RCL) as the leader of the fleet. Tom White offers an example options trade for Royal Caribbean. ======== Schwab Networ…

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Ted Weisberg’s Picks: META, ESLOY, Dividend Stocks 7:36

13m ago7:36

7:36

Ted Weisberg discusses why a 25 basis point cut is the right move this week and names some stock picks. He’s a long time Meta (META) bull and thinks it can continue to climb, calling it “reasonably priced” in the tech sector. He also likes glasses maker Essilor (ESLOY), discussing its vertical integration and expansion. Other picks include Oracle (…

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FOMC Leads Market Discussions, 25bps Rate Cut Near Certain 4:17

16m ago4:17

4:17

On the opening day to Schwab Network's new show, Opening Bell, Kevin Hincks reports from the @cboeglobalmarkets to break down what investors should watch for this week. The biggest talker: the FOMC and its interest rate meeting. Kevin talks about expectations heading into the highly anticipated meeting that includes a near-certain rate cut. =======…

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Former NYSE Chairman Grasso on the Importance of Small Investors 8:29

18m ago8:29

8:29

Richard Grasso, former chairman of the NYSE, joins Opening Bell to talk financial literacy and his history in the markets. “The only way” to find economic stability for the young generations, he argues, is through investing. He discusses his time as the leader of the NYSE and his work developing it. He cheers bringing small investors into the stock…

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Examining Melt-Up Potential Through SPX & TSLA Options 3:00

21m ago3:00

3:00

Markets started the trading week with up arrows, including a new record high in the SPX. Kevin Green shows levels for investors to watch throughout Monday's session. He also talks about Tesla's (TSLA) upside potential following its rally in the morning, noting if it can break a key resistance level, there's a chance its rally can continue. ========…

1
MU Price Target Hike, PANW on "Best Ideas" List, GEV Upgrade 4:16

23m ago4:16

4:16

UBS upped its price target on Micron (MU) to $185 from $155 as the stock hit new record highs Monday morning. Wedbush added Palo Alto Networks (PANW) to its "best ideas" list as it sees strong potential for the cybersecurity stock. GE Vernova (GEV) was upgraded by Melius Research on expectations earnings can power the stock in 2027 and beyond. Dian…

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FOMC Anticipation: What to Watch This Week 7:55

10m ago7:55

7:55

Erin Gibbs joins Diane King Hall at the NYSE to preview this week's Fed meeting. She expects a 25 basis point rate cut before turning her eyes towards equities. Erin notes that while small-caps have historically outperformed in rate cut cycles, she's cautious about calling a bottom just yet. ======== Schwab Network ======== Empowering every investo…

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Options Corner: NVDA 6:18

12m ago6:18

6:18

Shares of Nvidia (NVDA) are under pressure ahead of Monday's open as it faces regulatory scrutiny in China. Rick Ducat examines the current technical levels to watch on the chart as well as near-term areas of resistance and support. Later, Tom White composes a neutral to bullish example options trade by selling a put with the Oct. 3 expiry. =======…

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Chart of the Day: MU 3:07

9m ago3:07

3:07

Rachel Dashiell breaks down the technicals behind Micron (MU). The semiconductor stock has been on a tear, with the chart suggesting there may be more room to run. Rachel points to a 90-day basing pattern that has given way to a sharp upside rally. With its momentum study validating the move, she sees potential for even higher highs but notes that …

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Stocks Near All-Time Highs, NVDA Faces Chinese Pressure 9:31

19m ago9:31

9:31

Stocks remain near all-time highs, despite concerns about a potential small-cap head fake. Kevin Green joins Morning Movers to provide his setup for the week saying all eyes are on interest rates with the Fed meeting on the horizon. A 25-basis-point rate cut is largely priced in, but there's growing chatter about the possibility of a 50-basis-point…

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GM, DAL & STZ: Charting Price Target Changes from Analysts 13:33

10m ago13:33

13:33

Barclays raised its price target on General Motors (GM) while lowering the price target on Constellation Brands (STZ). JPMorgan raised its target on Delta Airlines (DAL). Jenny Horne explains why these analysts adjusted price targets on these stocks while Rick Ducat gives investors a close look at key levels to watch this week. Segment originally a…

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Demand for Blockchain "Just Starting," Building "Basket" for Cryptocurrencies 8:38

21m ago8:38

8:38

Pantera CEO Dan Morehead is bullish on the outlook for blockchain. He points to Figure's (FIGR) IPO on Thursday as the latest signal for market demand, also seen in crypto-tied IPOs like Circle (CRCL) and Bullish (BLSH). Dan later takes a deeper dive into how blockchain has an "inevitable" use for storing and sending digital assets in the modern ag…

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3-4 Rate Cuts Into Next Year, Bull Case for AMZN, RDDT & More 7:08

1d ago7:08

7:08

Andrew Arons expects “3 to 4 rate cuts going into next year” and forecasts continued strength in markets. He likes megacap tech with Amazon (AMZN) one of his “favorite stocks,” but also is watching Reddit (RDDT). In retail, he likes Dick’s Sporting Goods (DKS), saying its deal for Foot Locker was “cheap” and it is “dominant” in sports apparel. ====…

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Search for Value: Consumers Seek Security in Economic Vulnerability 8:57

10m ago8:57

8:57

Tsvetta Kaleynska highlights Friday's consumer sentiment report and explains the weaknesses driving lower numbers on and below the headline print. Out of the 13 million people her firm's data targets, five million expressed concerns over spending, which highlights a search for value happening under the economy's surface. ======== Schwab Network ===…

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Tech Corner: Broadcom's 2025 Surge to All-Time Highs 6:52

1h ago6:52

6:52

It's the Tech Corner's first repeat appearance: Broadcom (AVGO). George Tsilis dives into the company's latest earnings report and its exposure to the A.I. adoption themes that have driven the overall markets to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut…

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Stock Market This Week: ORCL Guidance Rally, New AAPL Products, WBD Up 56% 2:18

21m ago2:18

2:18

Markets muscled another winning week ahead of next week's FOMC interest rate decision. A lot of the trading action was led by Oracle's (ORCL) stunning guidance that projected more than 800% cloud infrastructure revenue growth into fiscal 2030. Apple (AAPL) appeared to underwhelm some investors and sparked downgrades from analysts following its annu…

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Klarna IPO: A Risky Bet on Unproven BNPL Model 5:32

26m ago5:32

5:32

David Trainer considers Klarna's IPO a high-risk bet for investors, citing an unproven "buy now, pay later" business model, intense competition, and a valuation that's "way out of whack." Trainer believes Klarna's stock price implies unrealistic growth and profitability, similar to that of more established peers like PayPal, which he considers "pri…

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Overlooked Stock: APTV at 52-Week High 7:00

12m ago7:00

7:00

Aptiv (APTV) hit a new 52-week high after the Swiss automotive company got an upgrade from Barclays. George Tsilis talks about the potential catalysts inspiring bullish optimism, which includes partnerships with Alphabet's (GOOGL) Waymo and Intel (INTC). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr…

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Brace for "Weird" FOMC Meeting: Rate Projections & Voting Board in Question 5:50

14m ago5:50

5:50

Charles Schwab's Cooper Howard is expecting a "weird" FOMC meeting next week. Debates of a 25bps or a 50bps interest rate cut aside, he notes that we "won't even know who's going to be in the room" when the Fed ultimately votes on the tentative rate cut. With expected dot plot revisions, Cooper also urges investors to watch how the Fed is projectin…

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Commodities Check: Potential Oil Breakdown, Bitcoin Consolidation & Gold Higher 6:35

19m ago6:35

6:35

Phillip Streible expects oil to break below $60 into the mid-$50s, but notes that China is building up oil reserves on its path to total electrification. On crypto, he says traders are looking for any momentum plays to the upside; for Bitcoin, he thinks $116K-$118K is where it should consolidate. He thinks gold can sustain its rally, naming three p…

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Consolidation Breakout Bullish for SPX, Analyzing TSLA & MSFT Options 4:47

22m ago4:47

4:47

The SPX tapped 6,600 but pulled back soon after hitting the level. Kevin Green says the red candles aren't too much of a concern, pointing to a bullish signal in the SPX futures. He later turns to stocks in Tesla (TSLA) and its "aggressive" call-buying action in options. Kevin adds that Microsoft (MSFT) can experience a "stealth rally" in the comin…

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Katz: ‘How Fast’ the Fed Will Cut is the Bigger Question 7:13

25m ago7:13

7:13

The Fed has “migrated from its focus on inflation” towards the job market, Stuart Katz says. He thinks inflation is under control even with tariffs putting upwards pressure on prices. “There’s almost a flywheel effect” of demand correcting for inflationary pressures, he argues. Stuart discusses volatility and historical market patterns to soothe in…

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Hunting for the Unloved Assets: Real Estate, Small Caps, Healthcare & More 8:17

27m ago8:17

8:17

Dave Sekera discusses valuations for tech companies and argues the whole market is trading a few percentage points above fair value. “If you’re really looking for value today,” look to small caps, he says, saying the sector is trading about 15% below fair value. He sees no recession “for the foreseeable future” but does say the economy is slowing. …

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A.I. Bull Case for Long Market Rally, MSFT & AVGO Leaders & Defense "Super Cycle" 10:33

3d ago10:33

10:33

Joseph Shaposhnik says the fundamentals for a higher market run remain in place. That rally will continue to be led by A.I., according to Joseph, particularly by companies he believes show longevity if A.I. supply catches up to demand. He sees Microsoft (MSFT) as the strongest name in the Mag 7 and Broadcom (AVGO) having "multiple years of growth a…

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Nardini: Hot Inflation Print in Oct. or Nov. Could Detail Markets 7:17

9m ago7:17

7:17

Paisley Nardini assumes the Fed will cut rates next week because it doesn’t want to shock markets. She argues that if we can get through September without major “cracks” showing, 4Q is historically strong. However, she sees risks from a “hot inflation print” in October or November throwing off markets. Paisley looks at forms of diversification, inc…

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Fed Decision Looms: 50 vs 25 Basis Points Debate Heats Up 6:20

14m ago6:20

6:20

With the Fed's next meeting just around the corner, Jeffrey Cleveland and Yelena Shulyatyeva share their thoughts on what to expect. Jeffrey believes the case is strong for a 50-basis-point cut, citing slower job growth, weak labor market indicators, and moderating inflation. However, Yelena thinks a 25-basis-point cut is more likely, citing in-lin…

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WBD Up Over 50% Since PSKY Bid News, Must Jump Regulatory Hurdles 8:19

8m ago8:19

8:19

Two mega media mergers could themselves become one even larger media mammoth. The Wall Street Journal reported that Paramount Skydance (PSKY) seeks to buy all of Warner Bros. Discovery (WBD) that would include its media outlets and studios. If talks materialize, Marley Kayden notes that the massive merger faces regulatory hurdles. ======== Schwab N…

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"Bullish Divergence" in COIN Consumers, Bitcoin Divergence Proves Challenging 5:39

14m ago5:39

5:39

LikeFolio's Megan Brantley says her firm's data shows strong consumer interest for Coinbase (COIN) as cryptocurrencies and crypto-based exchanges gain traction. However, the divergence in Bitcoin prices and Coinbase's stock price has some scratching their heads. Megan still sees Coinbase benefitting due to accelerating institutional interest in cry…

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ADBE Earnings: ‘A Company in Transition’ Could be a ‘Buying Opportunity’ 6:59

24m ago6:59

6:59

Brad Shimmin describes Adobe (ADBE) as “a company in transition,” moving from being a software license vendor to an AI seller. He notes their consumer and enterprise segment growths in the latest earnings report Frances Stacy highlights its entrenchment in the corporate world as a strength. “This could be a buying opportunity for those who have mis…

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Watching Money Flows to Find Market Winners: STX, HUM & More 8:20

25m ago8:20

8:20

Lucas Downey compares the post-tariff rally to the post-Covid rally and highlights the factors he says can support the markets climbing even higher. He focuses in on money flows, pointing out major interest in AI-related companies. For example, he notes “non-stop inflows” into Seagate Technology (STX), and flows into healthcare companies like Human…

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The Big 4: OPEN, RKT, WULF, IREN 11:06

27m ago11:06

11:06

StocksToTrade's Tim Bohen breaks the format of the Big 3 and gives us four stocks he believes investors need to watch. He says Opendoor (OPEN) still holds potential on a pullback despite its parabolic rally Thursday. Tim adds that Rocket Companies (RKT) can be a notable interest rate beneficiary while citing Terawulf (WULF) and Iren Ltd. (IREN) as …

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ANET Revises Guidance Higher: Analysts Boost Bullishness, Stock Moves Lower 7:13

1h ago7:13

7:13

Arista Networks (ANET) boosted its guidance at its latest investor conference. Marley Kayden takes investors through the numbers that show a bullish outlook for the A.I. networking company. The stock still tumbled after it hit an all-time high Thursday but analysts raised price targets on Arista following the conference. Dan Deming offers an exampl…

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"Best Retailer in America:" WMT Bull Case on Consumers, Tariffs & AMZN 11:36

20h ago11:36

11:36

Jan Rogers Kniffen considers Walmart (WMT) nearly indestructible. He says the retail giant handled tariffs "extraordinarily well" and continues to draw customers through its doors despite economic uncertainty. Jan adds that Walmart bringing more higher-end consumers in stores supports his bull case. He doesn't see ecommerce giants like Amazon (AMZN…

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PSKY Bid for WBD, ADBE Down Despite Earnings Beat, Tariffs Tap RH 10:26

2h ago10:26

10:26

Paramount Skydance is reportedly bidding to buy Warner Bros. Discovery in its entirety. The reports sent the latter's stock skyrocketing but Sam Vadas tells investors to expect antitrust scrutiny against the merger. She notes Adobe (ADBE) as a post-earnings loser despite posting an earnings beat and added focus on using A.I. Sam later talks about R…

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"Higher Highs, Higher Lows" Trend Hold, Health Care Bull Run Potential 5:30

2h ago5:30

5:30

6,600 is the new resistance level Kevin Green is watching in the SPX, which faced pressure with only 20% of stocks opening higher on Friday. Kevin talks more about the key levels he is watching for Friday's session and next week with options expiration just around the corner. He adds that health care has potential to pop as an "abused" sector in th…

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Moving Away from Mega Caps into ‘Smid Caps’ 9:20

2h ago9:20

9:20

Patrick Ryan covers the broad picture as markets hit new all-time highs this week. He thinks the market is zeroed in on the labor market, which he is “concerned” about, but argues the rest of the economy is doing ok. He’s seeing signs of life in small caps, and is underweight mega caps, anticipating a market broadening that will benefit small playe…

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OpenAI's Agreement with MSFT Opens For-Profit Path, SMCI Ships NVDA Blackwell 8:40

2h ago8:40

8:40

OpenAI can become a for-profit company. The ChatGPT parent company reached an agreement with Microsoft (MSFT) that will spark discussions as to whether OpenAI will move to markets. Jenny Horne talks about the long and complicated road OpenAI had to get to this point and the headwinds it still faces ahead if it becomes a for-profit company. She also…

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25bps v. 50bps Rate Cut Discussion "Alive and Well," VIX Important to Watch 6:24

2h ago6:24

6:24

Kevin Hincks offers his take on the week wrap-up ahead of Friday's opening bell. He says the potential for 50bps remains a possibility given the weakness seen on the jobs front paired with a significantly lower-than-expected PPI print. Kevin also touches on volatility through the VIX and its seasonally-low levels. While it remains low, he says that…

1
Options Corner: ANET 4:36

4h ago4:36

4:36

Alongside the major indices, shares of Arista Networks (ANET) touched a new all-time high this week. Rick Ducat points to current technical conditions to keep on your radar and breaks down the trends taking shape on ANET's chart. Later, Tom White explores the options market and provides an example trade for Arista Networks. He walks through a put v…

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Core of Economic Cooling: Labor, Inflation & What to Expect from the Fed 6:28

4h ago6:28

6:28

With markets hitting new all-time highs and forward earnings estimates still coming in strong, Garrett Melson says there might be signs of cooling but not collapsing. He discusses current market risks including the state of the labor market, inflation levels and the A.I. spending surge fueling a lot of the current rally. He says the economy is "inn…

1
ORCL Soar and the Next Major A.I. Wave 6:01

4h ago6:01

6:01

Matt Tuttle swings by Morning Movers to look at this week's tremendous move higher for Oracle (ORCL). Matt says you don't get a ton of alpha by owning Nvidia (NVDA) here and he thinks Oracle is over-extended currently, but longer-term says both are still "must-owns." He loves the chart for Supermicro (SMCI) and says investors need to assess all of …

1
Chart of the Day: SMCI 3:45

1h ago3:45

3:45

With close ties to Nvidia (NVDA) and news of global shipments going out, shares of Supermicro (SMCI) have been on the move. The stock is up about 40% so far in 2025, and Brett Crowther takes a peek at the company's technical conditions forming on the chart. On a 1-year chart, Brett highlights a longer-term resistance level around $63 with a near-te…