Best The Analyst Corner Podcasts (2025)

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Labubu Social Media Sensation Leads to Jump in Pop Mart (PMRTY) Stock 6:39

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38m ago6:39

6:39

You've likely seen a Labubu at some point scrolling through social media, and all that attention drew investors to parent company Pop Mart (PMRTY). Lee Munson says that while "no fad is sustainable," the craze's international attention has brought in a notable amount of revenue for the company. However, Lee says a lot of that revenue came from "bli…

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SNOW, ANF, OKLO: Charting Software & Retail Stocks With New Analyst Coverage 13:47

13m ago13:47

13:47

With the software and retail industries drawing investor interest this week, Jenny Horne talks about three companies getting new analyst coverage Wednesday. She notes Snowflake's (SNOW) pullback ahead of next week's earnings, Abercrombie & Fitch's (ANF) "very different" 2025 compared to previous outperformance, and Oklo Inc.'s (OKLO) scaling headwi…

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Crypto Corner: Ethereum & Bitcoin Technicals, Weakness in Crypto Stocks 7:44

16m ago7:44

7:44

Bitcoin (/BTC) hit all-time highs earlier this month, but has been floundering a bit since. Jenny Horne and Adam Lynch take a look at the crypto charts for Ethereum (/ETH), Coinbase (COIN), Strategy (MSTR) and more. Plus, they duo dive into developments out of Jackson Hole, where one Fed governor has some potentially bullish commentary for crypto a…

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HTZ Selling Used Cars on AMZN: Why Make the Shift Now? 6:16

18m ago6:16

6:16

Hertz (HTZ) rallied 6% after announcing it will sell used cars through Amazon (AMZN). Why is the company accelerating its footprint in the industry now, and how will it help both companies? Karl Brauer pumps the gas and explains why he sees the deal as symbiotic for Hertz and Amazon's growth as the used car space faces headwinds. ======== Schwab Ne…

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TJX Soars, TGT Stumbles: Retail Earnings Highlight Tariff & Leadership Challenges 6:59

21m ago6:59

6:59

Retailers delivered a mixed bag of earnings today, with TJX Companies (TJX) hitting a record high while Target (TGT) tumbled to 2-month lows and announced a change at the top. Brian Gildenberg breaks down the results. Gildenberg says TJX's off-price model has helped it navigate tariff-related headwinds, and expects the retailer to continue capitali…

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Stock Market Today: Tech Rebound from Sell-Off & Retail's Mixed Picture 2:32

25m ago2:32

2:32

Markets were deep in the red early in Wednesday's session thanks to steep selling action in tech, though a sharp rebound bounced stocks off the lows. The day's round of retail earnings in Target (TGT), TJX Companies (TJX), and Lowe's (LOW) also presented a mixed picture for investors in the space. Sam Vadas takes investors through the biggest mover…

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Momentum Trade Reversal & Fed's Management of Rate Cut Expectations 5:51

29m ago5:51

5:51

Charles Schwab's Kevin Gordon calls the markets' recent price action a rotational trade over a correctional one. He explains that a lot of money moving out of tech stocks Wednesday shifted over to industries that haven't experienced as significant upside action. Ahead of the FOMC's September meeting, Kevin believes the institution is setting the gr…

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Commodities Check: Crude Oil Heading Lower Without ‘Significant’ Catalyst? 7:34

35m ago7:34

7:34

Dan Deming looks at the commodities market as equities extend Tuesday losses. He examines gold and crude oil, the latter of which had a “bigger draw than anticipated,” concerning the energy market. He thinks crude can continue to move to “new lows” unless there is a “significant shift in economy activity.” He also breaks down what’s happening in th…

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"Huge Win" for Bulls: Traders Buy Tech & Communication Dip, PLTR "Aggressive" Calls 7:55

11m ago7:55

7:55

A volatile day ignited by a sell-off in technology and communication stocks reversed course and ended with dips once again being mostly bought. Kevin Green gives investors a glimpse into the technical trends of the session to show why today's trading action is a "huge win" for bulls. He later turns to another bullish trend: SPX stocks trading above…

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Gemini Files for IPO Amid Crypto Rush, Concerns of Bubble Linger 8:12

13m ago8:12

8:12

Another cryptocurrency exchange seeks to join the public markets. Gemini filed for an IPO a few days ago and will be the third company of its kind to debut over the past few months if it's approved. Samuel Kerr says the company and others like it have gained traction as investors seek to rotate out of Big Tech and into other A.I. and cryptocurrency…

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The Hidden Costs of High AI Capex 6:42

16m ago6:42

6:42

Philip Straehl thinks the next wave of growth is “uncertain” as generative AI takes the wheel. While he is bullish on AI, he argues heavy AI capex spending has hidden costs. He compares it to other historical periods where industries spend heavily on a new technology and then have difficulties monetizing it. ======== Schwab Network ======== Empower…

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Ca$htag$: Walmart (WMT) 7:55

23m ago7:55

7:55

Likefolio’s Andy Swan previews Walmart (WMT) earnings and consumer sentiment around the company. He highlights their logistics and delivery prowess and expects “very good numbers” for the quarter. However, guidance will be key to the market’s reaction, he thinks. ======== Schwab Network ======== Empowering every investor and trader, every market da…

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FOMC July Minutes Reaction: What Does the Jobs Data Change? 8:12

28m ago8:12

8:12

Dustin Reid and Andrew Wells weigh the FOMC July minutes. Dustin calls them “a little stale” because of the major shift in sentiment from the jobs data. He says that if “they had the data already” they probably would have cut rates in July and is “pretty constructive” on a cut in September. Andrew lists the criteria he thinks the Fed will be using …

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Trinity Capital (TRIN) CEO on ‘Significant Uptick’ in Equipment & Computing Spending 8:46

31m ago8:46

8:46

Kyle Brown, CEO of Trinity Capital (TRIN), discusses the company’s business and earnings. The international alternative asset management company has a “robust” pipeline and sees opportunities in the upper-middle market. They’ve seen a “significant uptick” in equipment spending as companies look to reshore manufacturing in the U.S. Trinity is also p…

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George Young on How to Avoid High Debt and Weak Management in Equities 7:16

33m ago7:16

7:16

George Young expects the Fed to stay the course: “no change is probably good.” He covers how he helps clients divide investments between equities and fixed income depending on their situation – especially with regard to taxes. His stock picks right now include Atlas Energy (AESI), Republic Services (RSG), and Ligand (LGND). He stays away from compa…

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FOMC Between "Rock and Hard Place," TSLA Tech "Disruptive" to A.I. Outlook 7:40

37m ago7:40

7:40

Immediately following the release of the FOMC meeting minutes from July, David Stryzewski talks about the Fed's current position as one between a "rock and a hard place." He says Fed members have to weigh whether to cut rates faster and risk higher inflation, or cut slower and risk hits to the labor and housing markets. David still expects 100bps i…

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New, Different, Innovative, Trending: Popinsanity CEO on the Gourmet Snack Market 6:11

30m ago6:11

6:11

Aaron Zulter, CEO of Popinsanity, a gourmet popcorn shop, explains what’s driving the artisanal snack market. He says consumers are becoming more educated about what they’re consuming, and are looking for “new, different, innovative and trending.” He discusses how tariffs have impacted his business, although he emphasizes Popinsanity tries to sourc…

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OKLO Gets Neutral Rating from UBS, Weighs Margins Against Nuclear's A.I. Outlook 4:20

33m ago4:20

4:20

UBS initiated coverage of Oklo Inc. (OKLO) with a neutral rating and $65 price target. The firm sees high potential in its margins but expressed concern over its lack of revenue and the uncertain outlook of the nuclear power space. Diane King Hall talks about the "stock story" surrounding Oklo and its reliance on the A.I. buildout. As she puts it, …

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Who is Target? Rediscovering Retail Identity With New CEO 6:45

35m ago6:45

6:45

Nick Raich and Jamie Myers debate Target (TGT) earnings and the new CEO. Jamie thinks Target has lost its identity and so is struggling to compete in a difficult retail market. Nick says the market “needs proof” that the new CEO won’t bring “more of the same” strategy. They talk about what Target should do to find its footing again, including poten…

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The Big 3: AVGO, WMT, SBUX 13:28

43m ago13:28

13:28

From A.I. to retail, TheoTrade's Don Kaufman is bearish on all of today's Big 3. He believes technicals are working against Broadcom (AVGO), braces volatility around Walmart's (WMT) earnings, and expects Starbucks' (SBUX) recovery story to take longer than investors expect. Don offers example options trades for each stock while Rick Ducat dives int…

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Small: Pullback is Buying Opportunity, Mag 7 ‘Underpriced’ 6:40

1h ago6:40

6:40

Jeffrey Small thinks a market pullback could be “healthy” here and argues that normal seasonal volatility is creating buying opportunities. He sees Nvidia (NVDA) earnings next week as a major catalyst for stocks – and he expects a beat. However, if they underperform, he says it would “rattle the surge we’ve had in the tech sector.” He adds that Mag…

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Booth's FOMC Big Picture: Meeting Minutes, Jackson Hole & Future Fed Chair 6:24

7m ago6:24

6:24

Danielle DiMartino Booth gives investors a big picture perspective on the FOMC ahead of the Jackson Hole Symposium. She's hoping Wednesday's FOMC meeting minutes from July will add color behind the double dissent to leaving interest rates unchanged. At Jackson Hole, Danielle sees Jerome Powell tempered expectations for a 50bps cut in September and …

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Walmart Bears Consumer Weight, Serves as Investor, FOMC & Tariff Barometer 10:19

1h ago10:19

10:19

Walmart (WMT) reports earnings before the opening bell Thursday morning, and Sam Vadas says everyone will be reading through the company's growth story. She believes the Fed will use Walmart's shopping trends as a way to measure inflation impacts, and its outlook to determine consumer confidence. Sam also urges investors to look for tariff impacts …

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Flickinger: Hold TJX for "15 Years," "Wouldn't Touch" TGT 12:51

15m ago12:51

12:51

Burt Flickinger considers TJX Companies (TJX) an unstoppable company. He points to the company's latest earnings, miniscule debt, and management as reasons for it being "one of the best stocks for the next 15 years." He believes it will deliver in any portfolio as long as investors hold it long-term. On the other end of retail, Burt explains why he…

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LOW Beat & Raise, EL Expected Tariff Impacts, TOL Tops Expectations 8:35

35m ago8:35

8:35

Estée Lauder (EL) traded down after posting roughly in-line earnings and guidance. Diane King Hall explains that a projected $100 million tariff impact to outlook is hitting the stock. Lowe's (LOW) posted a beat and raise that impressed investors, a stark contrast to the response seen in Target (TGT). Diane later talks about Toll Brothers (TOL) and…

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Emons: Fed Should Cut by 50 bps in September 8:20

40m ago8:20

8:20

Ben Emons discusses dissent within the Fed ahead of the latest FOMC minutes release. He believes there’s room to cut rates and thinks the market might be more volatile into the September decision. He thinks they should cut rates by 50 bps then to “give the economy the necessary boost.” He says it's possible Fed Chair Jerome Powell will shock market…

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Seasonal 'Trajectory to Downside,' Analyzing NDX Breakdown & Utilities Outperformance 8:14

1h ago8:14

8:14

Kevin Green notes that while markets are showing a "trajectory to the downside," it's not a surprising one. He points out seasonal trends that markets experience this time of the year and urges investors to keep technicals top of mind. He turns to trends in utilities and the sector's continuing outperformance, adding that it's one investors don't w…

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TGT Hits Earnings Mark & Changes CEO, TJX Bolsters Retail Strength 8:27

1h ago8:27

8:27

It's another mixed picture for the retail space. Jenny Horne talks about Target's (TGT) earnings beat as a win for the beaten-down company, though investors appear to be selling off the stock over its change of CEO. However, TJX Companies (TJX) shows consumers are still spending. Jenny compares the reports of both Target and TJX to explain shifts i…

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FOMC Minutes, Jackson Hole & U.S. Stakes in Equities: What to Watch on Wednesday 6:08

1h ago6:08

6:08

Target (TGT) sold off after showing blemishes in the retail space, something Kevin Hincks is watching closely to see how it can affect upcoming earnings for Walmart (WMT). There's also a slew of other information set to hit the markets, from the FOMC July meeting minutes, to commentary from Jackson Hole as officials begin to arrive for the symposiu…

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Options Corner: WMT Example Trade Ahead of Earnings 5:24

1h ago5:24

5:24

Walmart (WMT) earnings are on deck as shares have risen nearly 40% over the past year. Rick Ducat compares its performance to some of its retailer peers before keying in on Walmart's current uptrends taking shape on the chart. He says $97 and $104 have heavy volume nodes. Later, Tom White demonstrates an example options trade using a call vertical …

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Sykes: Not a "Wonderful" But "Tolerable" Housing Market 6:17

1h ago6:17

6:17

Erin Sykes joins Morning Movers to discuss the housing market. Focused on affordability, she says prices are coming down in certain geographies. For the Northeast, she doesn't see price improvement any time soon but says prices are coming down in the West and South. In terms of appreciation, she says single-family housing has the biggest return as …

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A.I. Unease Fueling Concerns for PLTR? Plus, Technical Levels to Track Today 9:28

1h ago9:28

9:28

Kevin Green examines yesterday's weakness as an "innocent until proven guilty narrative." He believes the 20-day moving average is a key test for trend direction determining whether Tuesday's selling was a healthy correction or something worse. KG explains the seasonality trends for August and September that aren't living up to historical norms. Fo…

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Warring on TJX: 'Tough to Wrap Your Head Around the Valuation' 5:16

1h ago5:16

5:16

Zach Warring says his firm's sell rating on TJX Co. (TJX) is "more on valuation" as shares pop after a 2Q earnings beat. He says 32x forward multiple is a little too strong, saying they're almost "trading like a tech company." When compared to Ross Stores (ROST), he says the store count growth is similar and believes the business model is step and …

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Chart of the Day: INTC Looking for Long-Term Support 3:58

5h ago3:58

3:58

Commerce Sec. Lutnick confirmed the Trump admin. is considering a stake in Intel (INTC) using CHIPS Act Funds. Kevin Horner discusses the chipmaker's chart patterns as shares look to rebound from recent lows. Kevin highlights the $25 level as a prior level of resistance with $22.50 acting as volume control area over the last 30 days. On a 3-year we…

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Jackson Hole Symposium Leaves Important Clues 9:36

21h ago9:36

9:36

All eyes will be on Fed Chair, Jerome Powell comments at the Jackson Hole Symposium. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to what his expects whilst taking a look at JGB yields and what this says about Japan's monetary policy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.…

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Technical Tuesday: SPX Pullback, ZETA Golden Cross, PLTR Pressure 7:48

1d ago7:48

7:48

Charles Schwab's Kevin Horner urges investors to brace for a potential pullback in the SPX that could bring the index back to the 50-day SMA. He explains how the 6,100 level, currently below that 50-day metric, backs his reasoning. Turning to individual stocks, Kevin has his eyes on Zeta Global (ZETA) as the 20-day SMA crosses above the 200-day SMA…

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Arons: RDDT Can Go "Quite a Bit Higher," AMZN & META Remain Strong 6:58

17h ago6:58

6:58

"Things in the stock market look really good," says Andrew Arons, but a continuation of equity strength will hinge on earnings leaping over bars Wall Street sets for companies. He expects the Mag 7 and other large-cap tech names to remain leaders due to their performance in recent months. As for stocks Andrew is watching, he believes Reddit (RDDT) …

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Stock Market Today: INTC Shines While NVDA & PLTR Sell Off 2:27

18h ago2:27

2:27

Tech weakness dragged markets down on Tuesday's session. Nvidia (NVDA) traded 3% lower after it announced plans for a new A.I. chip exclusively for China. It didn't compare to Palantir's (PLTR) 9% sell-off on the back of a short report from Citron Research. However, Intel (INTC) offered a bright spot in tech as SoftBank readies a $2 billion investm…

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Estee Lauder (EL) Earnings: A Turnaround in Progress 5:49

18h ago5:49

5:49

Estee Lauder (EL) shares are in the spotlight ahead of its earnings report, and all eyes are on whether the new CEO's turnaround efforts will pay off. Shana Orczyk Sissel joins to break down what investors can expect from the luxury cosmetics giant's report card. ======== Schwab Network ======== Empowering every investor and trader, every market da…

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Overlooked Stock: PINC 2-Year High After Earnings 5:23

18h ago5:23

5:23

Premier (PINC) rebounded to 2023 levels after posting better-than-expected earnings and signaling more share buybacks. George Tsilis talks about the rise in the healthcare company's stock price and how it compares to competitors like Cardinal Health (CAH). Premier has a macro advantage, as George anticipates it and other healthcare companies can pa…

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Mag 7 & PLTR Drag SPX Down, Brace for Powell's Jackson Hole Speech 6:13

18h ago6:13

6:13

As Charles Schwab's Joe Mazzola points out, markets may be down, but market breadth is not. The Mag 7 and Palantir (PLTR) were major culprits behind the red session. However, Joe considers the pullback a healthy one, noting high valuations appearing across stocks. Many investors are also waiting to hear what the FOMC and Fed chair Jerome Powell hav…

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‘I Couldn’t Feel More Bullish’: Crypto’s ‘Regulatory Revolution’ 7:40

19h ago7:40

7:40

Leah Wald joins Sam Vadas as cryptocurrencies and crypto-related equities plummet in Tuesday's trading. She saw a “classic supply squeeze pattern” in Bitcoin as it ran to highs. She also examines the surging popularity of Ethereum (/ETH) and thinks money is rotating out of “pure speculative plays” in smaller coins into more established tokens. Leah…

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Volatility Markets Realign as Rotation Trade Emerges 6:16

19h ago6:16

6:16

The 6,440 level that started as SPX support may now be a new resistance for the index. Kevin Green offers a look into Tuesday's technicals and how it affects price action for the rest of the week. A ramp up in volatility added pressure to the session and remains something investors need to pay attention to, according to Kevin. ======== Schwab Netwo…

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Multifamily Oversupply, Single Family Undersupply; What Housing Market Trends Mean 6:10

19h ago6:10

6:10

“The apartment sector is temporarily oversupplied,” Lawrence Yun notes with surprise. He digs through the latest economic data around housing and identifies some of the latest trends. “Once the interest rate comes down, we’re going to see a rush of buyers,” he adds, with many renting apartments because they were forced to. Because of this, Yun expe…

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Sperling: Technology, Life Sciences & Healthcare Will Drive Economic Future 8:15

19h ago8:15

8:15

“More technology, more life science and healthcare:” Scott Sperling believes these are what will fuel the future. He also sees opportunities in logistics and thinks more businesses will “fundamentally tweak” their models with technology to become more efficient and prosperous. On the Fed, he says the best option is a 25 basis point rate cut in Sept…

1
Saccaro: ‘Next Six Months Look Good’ But Beware Tariff Impacts 8:17

19h ago8:17

8:17

Anthony Saccaro warns that tariff impacts could take up to 6 months to hit the U.S. market, but “overall, things for the next six months look good.” He thinks investors should look beyond the big chip stocks and look for behind-the-scenes beneficiaries of AI to diversify holdings. “The tech sector in general should do really well” if the Fed lowers…

1
Breaking Down SoftBank's $2B INTC Investment, AMD's "Real Shot" Against NVDA 7:29

19h ago7:29

7:29

Kim Forrest appeared on Schwab Network before to express her bullish stance on Intel (INTC). She stands by that sentiment Tuesday after SoftBank announced a $2 billion investment into the long-standing U.S. tech company. Kim considers the move a strong push for Intel and similar companies to reinforce A.I. chip production in the U.S. She also sees …

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PANW "Absolutely Killing it," Cybersecurity "Back Door A.I." Play 7:03

23h ago7:03

7:03

Lisa Schreiber called Palo Alto Networks' (PANW) earnings strong, pointing to its CyberArk acquisition as a service giving it more legs for growth. She adds that the cybersecurity industry as a whole serves as a "back door A.I." play for investors. Mitch Ashley notes that Palo Alto thrives on its "platformization" of services and managed to satisfy…

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Target (TGT) & Walmart (WMT) Have ‘Similar Storyline’ But Different Execution 6:12

21h ago6:12

6:12

Amanda Lai breaks down Target (TGT) and Walmart (WMT) ahead of earnings. She sees a “similar storyline” for both companies, with consumers pulling back on consumer discretionary purchases as tariffs hit the same products. She also talks about their PR strategies and thinks Target is in a “tough spot” where it can’t make anyone happy. Walmart, she a…

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Palantir Worth $40? Citron Questions PLTR Valuation Over OpenAI Revenue 4:51

21h ago4:51

4:51

Palantir (PLTR) fell as much as 9% on Tuesday's trading session after Citron Research issued a short report calling the A.I. software company's valuation into question. It believes Palantir's stock should be worth no more than $40 as OpenAI's valuation inches toward $500 billion. Sam Vadas explains the pessimism behind Citron's report and discusses…