Best T Tech Channel Podcasts (2025)

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McGraw Hill (MH) CEO on First Post-IPO Earnings, "Gamification" of Education & A.I. Growth 9:51

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9h ago9:51

9:51

Simon Allen, CEO of McGraw Hill (MH), talks about his company's recent IPO and its first earnings since the stock began public trading. He mentions the company's revenue made off its digital platforms as showing opportunistic growth. Simon adds that McGraw's "gamification" of education is what draws more people to using his company's products, aide…

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Ghabour: Powell "Last Piece of Puzzle" for Bull Run, "Big Win" for Small Caps 7:18

11h ago7:18

7:18

Eddie Ghabour notes the market "shrugging off" the "battle" between Fed member Lisa Cook and President Trump as a good thing. He believes bulls are instead focused on Fed chair Jerome Powell's commentary at Jackson Hole and prospects of a rate cut as positives for the economic outlook. When it comes to stocks, Eddie expects small cap stocks to rall…

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Stock Market Today: Trump Targets Cook, LLY Drug Trial Rally, MDB Soars After Hours 2:20

12h ago2:20

2:20

Markets saw a melt-up near the end of Tuesday's session that pushed indices solidly into green territory. This comes despite comments from President Trump saying he plans to fire Fed governor Lisa Cook. As for the session gainers, Eli Lilly (LLY) rallied strongly after posting breakthrough results for its obesity drug trial, as did MongoDB (MDB) fo…

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True Sector ETFs: NVDA, AMZN Lead the Way Without Caps 6:39

12h ago6:39

6:39

Nick Frasse discusses the launch of two new True Sector ETFs, which aim to give investors uncapped exposure to sector winners like Nvidia (NVDA) and Amazon (AMZN), without the artificial caps imposed by traditional sector funds. Frasse explains that these ETFs use a combination of other ETFs and individual stocks to track the market leaders within …

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Rotation Out of Mega Caps Ahead of NVDA Earnings 8:13

12h ago8:13

8:13

Joe Mazzola with Charles Schwab doesn't see much risk in President Trump's attempts to remove Fed governor Lisa Cook from her position, pointing to a lack in yield movement as proof. He is closely watching the move out of mega caps, signaled by an increase in puts on the options front. Kathy Jones joins later to weigh on the economic moves catching…

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Why Home Purchase Cancellations are Rising, and What Needs to Change 6:53

12h ago6:53

6:53

Chen Zhao explains why home purchase cancellations are on the rise, citing buyer difficulty with high mortgage rates. These cancellations happen between the contract agreement and financing offers, when homebuyers may realize they can’t afford the property. She doesn’t expect mortgage rates to fall even if the Fed cuts rates, and says the economy n…

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Markets Attempt Melt-Up on Mixed Volume Session 5:16

13h ago5:16

5:16

It was a quieter day on Wall Street ahead of Nvidia's (NVDA) market-moving earnings, though Kevin Green points out a melt-up near the end of the session driving trading action. However, it also occurs on a day that saw "flat" volume when it comes to buying and selling action. Kevin talks about what it means heading into Wednesday's highly anticipat…

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Hirsch: Lack of Entry Level Jobs Creates Decades of Ripple Effects for ‘Consumers of the Future’ 8:18

13h ago8:18

8:18

Erik Hirsch breaks down the latest consumer data and remarks on the bifurcation in consumer health between higher and lower income consumers. He is also concerned by the lack of jobs for recent college grads – and he thinks we could be seeing the ripple effects for these “consumers of the future” for decades to come. He sees opportunities within M&…

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Blackwell, China & Powering A.I.: Everything to Watch in NVDA Earnings 8:02

13h ago8:02

8:02

Christopher P. Davis offers a wide perspective into Nvidia (NVDA) ahead of its market-moving report Wednesday. He says a strong quarter and outlook can ease uncertainty heading into the typically volatile month of September. However, Christopher adds that concerns on China and a miss on any metric can ignite selling action in the stock. He also wan…

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Housing, AI, Back-to-School: the Many Faces of REITs Investing 8:48

13h ago8:48

8:48

Patrick Wilson is looking for names that will do well through low economic growth. “We’re always looking for relative value,” he says, including through demographic demand, such as senior housing needs. He looks at how investors can use REITs to diversify their portfolios. He’s also looking at how cloud service providers are spending “astounding” a…

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The Psychological Impact of Tariffs and Changes in Consumer Behavior 9:55

13h ago9:55

9:55

Bryan Gildenberg argues that tariff impacts seem more psychological than actual, but consumers are “gun-shy” because of the recent cycles of inflation they’ve endured. He likes Walmart (WMT) and TJX (TJX) as shoppers are heading for places they perceive as great deals. “TJX always does well when the world is uncertain,” he adds. Katherine Black cov…

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Can Powell Land the Plane? 8:42

13h ago8:42

8:42

“Stay diversified and data driven” as the market walks a tightrope, says Tony Drake. He likes small caps with strong balance sheets, saying they’re at “their steepest discounts since the dot-com era.” He’s also looking at bonds – though on the other hand, Tony says AI could have more room to run. With “futures betting on that September cut,” he’s w…

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Ca$htag$: Abercrombie & Fitch (ANF) 6:58

14h ago6:58

6:58

Likefolio’s Andy Swan sees Hollister propping up Abercrombie & Fitch (ANF) ahead of earnings Wednesday morning. He shares consumer sentiment data and talks about ANF’s journey from cool to uncool to cool again. Andy chalks up some of the new enthusiasm to a deep sense of cultural nostalgia for pre-smartphone times, and thinks that “athleisure is pl…

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Silvaco (SVCO) CEO on A.I. Boom & Semiconductor Trends 5:54

14h ago5:54

5:54

Silvaco's (SVCO) recently-transitioned CEO, Wally Rhines, talks about how his company operates in A.I. chip production. As he explains, A.I. has a "great market, but you have to pick your targets carefully." Wally talks about the targets he sees A.I. moving toward and the ways Silvaco expects to grow with industry trends. ======== Schwab Network ==…

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GOOGL v. FOX: YouTubeTV Agreement Nears Expiration 3:13

14h ago3:13

3:13

Fox could pull its network off of Alphabet's (GOOGL) YouTube TV if the two don't reach an agreement by Wednesday evening. In the negotiations, Fox accused the platform of exploiting it and users. Sam Vadas highlights the key parts of the report and tunes investors into the streaming shift it can cause. ======== Schwab Network ======== Empowering ev…

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Mag 7 Bifurcation: NVDA Continues Leadership, AAPL Lags in A.I. 6:05

14h ago6:05

6:05

Hatem Dhiab sees Nvidia (NVDA) benefitting long-term from increasing hyperscaler spend, even if earnings do not meet the sky-high bar set by Wall Street for the quarter. He notes Apple (AAPL) as the biggest "loser" of the Mag 7 but argues stronger A.I. in Siri and a memorable iPhone cycle can change the narrative. Ron Westfall agrees on Hatem's Nvi…

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The Big 3: AXP, GS, CAT 12:38

14h ago12:38

12:38

Finance and industrials are the focus of Jessica Inskip's Big 3, all with one common theme: strong dividend yields. Jessica explains the purpose behind her picks while Rick Ducat dives into the technical trends investors should pay attention to ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe…

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Suresh Sethi [Protean] Digilocker, Aadhaar 1:00:18

17h ago1:00:18

1:00:18

Guest Suggestion Form: ⁠⁠https://forms.gle/bnaeY3FpoFU9ZjA47⁠⁠ Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make…

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LLY Weight Loss Drug Momentum, AT&T's (T) $23B EchoStar Licenses, ULTA Price Target Hikes 7:38

18h ago7:38

7:38

AT&T (T) secured a deal worth $23 billion with EchoStar (SATS) to buy spectrum licenses from the company. Eli Lilly (LLY) tacked on billions of dollars in market share after its experimental weight loss pill showed promise in its latest trial results. Three analysts dressed up Ulta Beauty (ULTA) price targets as they see a bounce back in the compan…

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Gold vs Silver Strategies: How Investors Can Use Metals in Portfolios 7:20

18h ago7:20

7:20

Aakash Doshi covers continuing demand for gold as the metal’s futures trade 3% below its all-time high. He compares gold vs silver for prospective investors, warning that they are “not the same instrument.” While he says silver “has a place” in a portfolio, he emphasizes its volatility. He also discusses the role of gold in the “de-dollarization” n…

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Tariffs Take Focus in WSM Earnings, Options Trade Ahead of Report 10:10

18h ago10:10

10:10

While Nvidia's (NVDA) earnings will take all of the market's attention Wednesday, Sam Vadas points to Williams-Sonoma (WSM) as a report that will add color to the tariff picture. She breaks down the latest headlines catching investor and analyst attention ahead of the report. Tim Biggam offers an example options trade for the furniture company. ===…

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PANW, CRWD & Agentic A.I.: Bonner's Big Picture on Cybersecurity 11:34

18h ago11:34

11:34

Ahead of Okta Inc's (OKTA) earnings on Tuesday, Joseph Bonner gives his big picture perspective on the cybersecurity space. For Palo Alto Networks (PANW), he believes the company's acquisition of CyberArk will be "filling a hole" when it comes to agentic A.I. and promises future growth. Joseph has a buy on Palo Alto and CrowdStrike (CRWD) on expect…

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Gibley: U.S. Dollar Can Fall Farther, But Won’t Lose ‘Reserve Currency’ Status 7:26

18h ago7:26

7:26

Michelle Gibley says international stocks still look attractive and reviews the latest economic developments in Europe. She also looks at the Japanese economy, especially wages, and thinks there could be another rate hike there later this year. Turning back towards the U.S., Michelle reviews the U.S. dollar’s struggle this year and its impacts. She…

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10-Year Yields Consolidate, Potential Catalyst for Defense Stocks 7:28

18h ago7:28

7:28

Markets opened mixed to start Tuesday's trading session. Kevin Green urges investors to keep consumer confidence top of mind as it can serve as an indicator to price action ahead. On treasuries, he points to consolidation in the 10-year yield as a normal signal that starts a rate cutting cycle for the Fed. However, Kevin adds that volatility remain…

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AMD Upgrade on Hyperscaler Demand, OKTA Upgrade Ahead of Earnings 8:25

18h ago8:25

8:25

AMD Inc. (AMD) got more bullish momentum from Truist after the firm upgraded the stock on expectations hyperscaler demand will add to its revenue stream. Jenny Horne talks about how AMD has long lingered in Nvidia's (NVDA) shadow and how this note signals the start of a turnaround story. She also notes Okta Inc.'s (OKTA) upgrade from Canaccord ahea…

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Navigating the Lisa Cook Confusion, Latest Ecodata Beats, NVDA Earnings Loom 7:46

19h ago7:46

7:46

Kevin Hincks says the legality of whether President Trump can fire Lisa Cook from the Fed "will be figured out in the courts." He talks about the latest developments and goes in depth as to why the situation is muddy for investors seeing it all from the outside. On economic data, Kevin notes a beat in durable goods orders and the Case-Shiller home …

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Options Corner: AMD Gains on Upgrade & IBM Partnership, Watch NVDA Earnings 6:33

20h ago6:33

6:33

AMD Inc. (AMD) moved higher in premarket hours after Truist issued an upgrade for the stock. The company also got a new partnership with legacy tech firm IBM Corp. (IBM). Rick Ducat turns to the key levels investors should watch. However, Tom White warns that Nvidia's (NVDA) earnings will lead to volatility ahead. He offers an example options trade…

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AI Mode will eventually replace traditional search as the primary search experience? 2:26

20h ago2:26

2:26

Google's AI mode is positioned to replace traditional search entirely. Aimee Jurenka from SEO Sustainable brings enterprise SEO expertise and direct insights into Google's strategic direction based on official company statements and market positioning. The discussion covers Google's integration timeline for AI mode into core search functionality an…

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Agar: Rate Cut Won't 'Move Needle' for Home Buyers 4:56

20h ago4:56

4:56

Eric Agar talks about the "slow" summer for the housing market ahead of Tuesday morning's Case-Shiller home price index report. While many investors in the space are hopeful an interest rate cut from the Fed will reinvigorate the market, Eric isn't as bullish on that prospect. He argues mortgage rates are vastly unchanged from three years ago, beli…

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OKTA "Really Strong" in Cybersecurity, Candidate for Possible Acquisition 5:49

20h ago5:49

5:49

Michelle Connell considers Okta Inc. (OKTA) a "really strong company," though the company's commentary on government-side weakness is something she believes investors should watch moving forward. That said, a bullish outlook on cybersecurity and mergers seen in companies like Palo Alto Networks' (PANW) acquisition of CyberArk add to the case for Ok…

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Lisa Cook Termination Will Lead to "Slippery Slope," Trump's Digital Tax Tariffs 9:12

20h ago9:12

9:12

"You can make a reality TV show with the drama between the Fed and the White House," says Kevin Green. That said, he believes the potential termination of Fed chair Lisa Cook without an indictment or due process will lead to a "slippery slope" against precedent for Fed independence. Cook stands defiant and says she will continue to serve on the boa…

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Chart of the Day: PVH Bearish Divergence Ahead of Earnings 3:34

20h ago3:34

3:34

PVH Corp. (PVH) reports earnings after the close on Tuesday. @CharlesSchwab's Brett Crowther points out that the stock is facing bearish divergence even as bullish momentum builds under the surface. He points out the levels investors should watch for ahead of the report. ======== Schwab Network ======== Empowering every investor and trader, every m…

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Ekapat Chareonlarp on AI, Buying Shifts, and Why Digital Marketers Need to Think Like Machines 36:06

22h ago36:06

36:06

What happens when half your customers start their shopping journey with ChatGPT instead of Google? In this episode, Rick sits down with Ekapat Chareonlarp, SVP of Global Client Strategy at Criteo, to talk about the massive shake-up happening in marketing, commerce, and partnerships. Ekapat breaks down why we’re moving from search engines to answers…

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CRWV, CRCL, BLSH and 2025 IPOs that WOW'ed the Markets 25:30

1d ago25:30

25:30

When it comes to the IPO market, John Jannarone points to this year's biggest movers in A.I. and Crypto as the big themes to watch moving forward. From CoreWeave (CRWV) to Circle (CRCL), John joins Nicole Petallides for a half hour discussion on all things IPO's. He explains the lockup period and why its important to watch secondary-offerings. Plus…

1d ago7:04

7:04

Okta's (OKTA) upcoming earnings report is in focus, with investors watching for signs of a turnaround after execution challenges and cyber breaches. Morningstar's Ahmed Khan discusses strength in forward-looking metrics. Khan also compares Okta to peers like Fortinet (FTNT), Cloudflare (NET), and CrowdStrike (CRWD), highlighting the importance of d…