Best Schwab Network Podcasts (2025)

1
Tariff Policy's Legal Battle, NVDA Earnings Shine, BA Return to China 2:19

17m ago2:19

2:19

Markets closed higher Thursday amid a back-and-forth legal battle waging on the White House's tariff policy implementation. Meanwhile, Nvidia (NVDA) shares soared after positive investor reaction to its 1Q report. And, Boeing (BA) CEO Kelly Ortberg signaled a possible return to selling jets in China next month. Caroline Woods details today's top st…

1
HE SMASH FACTOR: DAILY FANTASY GOLF & PGA BETTING SHOW – 2025 CHARLES SCHWAB CHALLENGE

8d ago

—

Gup goes through his thoughts for this weeks Charles SChwab Challenge PGA Tournament. He Brings you all his picks, bets, fades, sleepers & Gut Feel Plays for the week! Your #1 spot for Daily Fantasy Sports and betting content! Join Now - https://gupscorner.com/memberships Underdog Promos - Match up to $100 https://gupscorner.com/affiliates Google –…

1
Bitcoin Bounce Back: What's Driving Gains this Week 10:05

19m ago10:05

10:05

Dan Novaes discusses recent price activity in Bitcoin (/BTC) and its potential future gains. Despite the cryptocurrency's step back from all-time highs, Dan believes institutional money and government support will drive Bitcoin higher. He points to recent inflows of over $10.8B into the asset and adoption by major companies as key drivers. Later, D…

1
NVDA Earnings Beat, A.I. Growth Fuels TSM & SNOW Potential 6:02

22m ago6:02

6:02

Following Nvidia's (NVDA) earnings beat, Zeno Mercer says this report is just the beginning. With A.I. adoption accelerating globally, Mercer sees Nvidia's stock price potentially reaching new highs, especially if a deal with China can be reached. But, he adds Nvidia is not the only A.I. winner - adding Snowflake (SNOW) and TSMC (TSM) as other name…

1
Bullish on Banks: Fixed Income Opportunities in a Rising Rate Environment 10:41

32m ago10:41

10:41

Stash Graham says investors are too focused on tariff headlines and not enough on the bond market, which is sending a more critical warning sign about the growing national debt and deficit. He remains bullish on banks and some cyclical industries, but also sees opportunities in niche areas of fixed income, such as short-duration investments with li…

1
Risk-On Returns: SPY Rallies Post-Tariff Pause, Bitcoin Holds Steady, KO Gains from Weak Dollar 5:19

35m ago5:19

5:19

Aniket Ullal discusses the return of risk-on in markets. Aniket notes a clear inflection point on April 8th, the day President Trump announced a pause in reciprocal tariffs, sparking a 18% SPY rally and 40% Bitcoin surge. They explore whether risk-on has changed, citing steady Bitcoin and the impact of rising bond yields on rate-sensitive sectors l…

1
Why Investors Need to "Watch the Closes" and Yields 7:00

40m ago7:00

7:00

Nate Peterson says in the face of ongoing tariff-induced volatility to "watch the closes" in the near-term, adding 5950 could be a possible consolidation area for the S&P 500 (SPX). In the bond market, Collin Martin believes the latest GDP reading was "pretty disappointing" which could have investors wondering whether or not the economy is as stron…

1
GME's Bitcoin Bet: A Gimmick or Genius Move? 9:36

20m ago9:36

9:36

GameStop's (GME) move to buy Bitcoin (/BTC) has some calling it a clever attempt to grab attention and create volatility in the stock. Tom Essaye thinks it's a "gimmick" that distracts from the company's larger issue - a declining core business. While he applauds GameStop's ingenuity, he believes they need a credible plan to create long-term value,…

1
Elon Musk Leaves DOGE & Robotaxi's Launch Date: Bear v. Bull Case 3:46

16m ago3:46

3:46

Musk closes the door on his role at DOGE. The Tesla (TSLA) CEO announced he will leave the Trump administration, a bull signal for many Tesla investors. Additionally, a Bloomberg article hinted at a robotaxi launch date for June 12th in Austin. Caroline Woods talks about the price action in Tesla following the headlines and weighs bulls against bea…

1
Low Liquidity & 10YR-3MO Treasury Spread Signal SPX Weakness 5:53

19m ago5:53

5:53

Kevin Green says the SPX can pull back to its 20-day and 200-day SMAs. He points to multiple factors showing a possible pullback, from low liquidity to the 10YR-3MO treasury spread trending to the downside. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc…

1
Otto: China Challenge to NVDA, Blackwell & Mega Caps Offer Strength 7:19

22m ago7:19

7:19

Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run. ======== Schwab Network ======== Empowering every inves…

1
MRVL "Company in Recovery" with "Long-Term" Potential 6:23

25m ago6:23

6:23

Marvell (MRVL) sold off more than 40% so far in 2025, but WIlliam Kerwin calls the company a "long-term winner" in the A.I. space. He tells investors to listen for commentary from the CEO that signals strong guidance. R. "Ray" Wang says Marvell is in "recovery" but can rebuild its stock price if data center revenue swells. Ray eventually hopes to s…

1
U.S.-China Tariff Tensions Persist, Europe's Defense Spending Shines 8:33

9m ago8:33

8:33

Michelle Gibley breaks down the latest on the U.S.-China trade front, after a U.S. court blocks many of the Trump administration's reciprocal tariffs. Gibley notes that even if the tariffs are eventually lifted, the ongoing uncertainty will continue to weigh on trade negotiations and the economic outlook. Looking abroad, she highlights Europe as a …

1
Tariff Reversal Boosts Energy, Materials; Tech Growth Still Strong 7:46

11m ago7:46

7:46

Ben Emons weighs in on the market reaction to the U.S. court blocking many of the Trump administration's tariffs. He believes the growth stock story, led by technology and semiconductors, still has legs, but notes that investors should consider diversifying their portfolios by adding cheaper sectors like financials. He also shares his thoughts on i…

1
Navigating Market Volatility: Focus on Quality & Resilience 7:31

13m ago7:31

7:31

Market volatility has investors on high alert, but Tony Drake says it's time to separate signal from noise. With the Federal Reserve walking a tightrope between inflation and growth, Drake believes the key to success lies in being selective and focused on quality. He’s eyeing sectors like industrials and infrastructure. ======== Schwab Network ====…

1
Likefolio: COST a Buy on Pullback, Just Tread Carefully 8:55

36m ago8:55

8:55

Costco (COST) has consistently been a Wall Street darling, but can it sustain its rich valuation? Likefolio's Landon Swan remains bullish on Costco's long-term prospects, citing its loyal customer base, pricing power, and e-commerce growth. He notes that despite some near-term headwinds, including decelerating same-store sales and web traffic, the …

1
CRM Informatica Acquisition Uncertainty, Age of A.I. Agents Just Starting 6:12

23m ago6:12

6:12

Salesforce (CRM) initially rallied after earnings but reversed heavily into today's opening bell. Nick Raich points to uncertainty and fear of the company's Informatica acquisition as the culprit behind the sell-off. That said, he believes investors will eventually see it as a positive. Keith Kirkpatrick agrees, saying that Informatica will assist …

1
Silver: 2025 Bitcoin Conference Shows "the Age of Crypto is Here" 7:05

5m ago7:05

7:05

Bitcoin hit all-time highs just last week as a number of catalysts drove the cryptocurrency higher. Investopedia's Caleb Silver joins Diane King Hall from the 2025 Bitcoin Conference and says "enthusiasm is wild." He talks about the Trump family's involvement with the conference is a sign Bitcoin can rally higher. Caleb also talks about the GENIUS …

1
The Big 3: ORCL, V, WM 13:36

11m ago13:36

13:36

Dan Deming turns to a Big 3 that he expects to outperform in the coming weeks and months. He sees Oracle (ORCL) as a rising A.I. player, expects Visa (V) to hit new highs as consumer spending trends holds, and Waste Management's (WM) outperformance to continue. Rick Ducat breaks down the technical trends in the charts to support Dan's analysis. ===…

1
What's Next for Tariffs, Investing Strategies & NVDA "Priced Beyond Perfection" 6:17

15m ago6:17

6:17

David Trainer says the tariff impacts are far from over with today's court ruling. Additionally, he urges investors to "roll up your sleeves" and balance portfolios in the event tariff volatility spikes again. David warns against what he calls "dividend-trap" stocks and believes Nvidia (NVDA) trades like a "meme stock" in some aspects. ======== Sch…

1
Max Buffer ETFs: Equity Exposure that Aims to Reduce Downside 7:22

19m ago7:22

7:22

Robert Hum with Blackrock talks about how his firm's "max buffer ETFs" give clients equity exposure without some of the downsides. He talks about the investors these ETFs target and the upside they offer compared to traditional equities. Robert also explains why he sees outcome ETFs tripling to $650 billion by 2030. ======== Schwab Network ========…

1
COST Sales Slow & Tariffs Pin Pressure, Loyal Customers Offer Support 7:12

22m ago7:12

7:12

Costco (COST) will be one of the last big box retailers to report earnings this season after its peers painted a mixed picture. Caroline Woods notes that while month-over-month sales are growing, the rate has slowed compared to prior prints. The company also faces tariff pressure but Caroline argues its loyal customer base can offset those headwind…

1
Tariff Ruling Sparks 'Summer Power Rally,' AVGO & AMZN Growth Potential 8:59

32m ago8:59

8:59

Jay Hatfield says the market's positive reaction to the court's tariffs decision is justified but not entirely surprising. He believes the tariffs' impact on the economy was overblown and that the decision could be the catalyst for a "summer power rally." He also likes specific names like Broadcom (AVGO) and Amazon (AMZN) due to their underapprecia…

1
ULTA & ELF Show Strength in Beauty: Staples Wrapped in Discretionary 10:46

31m ago10:46

10:46

"People want to look good," says Raul Shah in arguing that the beauty industry is less discretionary than many realize. He points to strong price action in companies like Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) despite economic uncertainties. Raul believes these companies actually have the power to raise prices and maintain their audience. Alex …

1
HPQ Plunges, AI Soars 20%, BURL Beats Earnings 8:14

34m ago8:14

8:14

Burlington (BURL) erased premarket gains after beating earnings despite posting flat comp sales. HP Inc. (HPQ) blamed tariffs for higher costs in its worse-than-expected earnings report. C3 AI saw the opposite, rallying big after posting strong earnings and highlighting key partnerships. Diane King Hall dives into what's driving some of the morning…

1
Tariff Headlines Push SPX Toward Resistance, Gold Continues Rally 8:24

39m ago8:24

8:24

Investors reacted positively on the trade court's decision to block some of President Trump's tariffs. Kevin Green shows how it initially pushed the SPX toward a key resistance level, though uncertainty on tariff policy ahead kept the index from rallying stronger. It's also the reason why gold continues to rally. Kevin also warns of a bearish sign …

1
NVDA Leads Early Mag 7 Rally, Tariffs "Beyond Scope" of Trump's Power 7:02

41m ago7:02

7:02

Kevin Hincks reports from the Cboe Global Markets and weighs in on the Court of International Trade's ruling blocking some of President Trump's tariffs. He says "this chapter is not over yet," noting the White House's immediate repeal. Nvidia's (NVDA) earnings showed a mixed picture when it came to the headline numbers, but Kevin tells investors to…

1
China, U.S. Relationship Creates NVDA Uncertainty, CRM Beat and Raise 7:11

44m ago7:11

7:11

Nvidia (NVDA) saw the most substantial earnings move in several quarters. Jenny Horne says the positivity may come from the company's transparency in how China tariffs will affect the top line. She talks about the challenges a strained U.S. and China relationship will have on Nvidia long-term. As for Salesforce (CRM), she dives into the company's r…

1
Options Corner: DELL Seeks to Reverse Underperformance in Earnings 3:52

43m ago3:52

3:52

Dell Technologies (DELL) struggled to breakout over the last year. Rick Ducat points to the levels the technology giant faced major resistance and weighs whether the company can rally after today's earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in…

1
Forrest: NVDA "Firing on All Cylinders," Maintains "Far Lead" in A.I. 7:43

44m ago7:43

7:43

Kim Forrest considers Nvidia's (NVDA) latest earnings extraordinary. She believes the company showed it has a "real hold" on the high-end A.I. products that will be used by companies for years down the line. While hyperscalers proposed creating their own chips, Kim says that won't affect Nvidia for at least three to five years down the line. ======…

1
Jacobsen: 'Nothing Has Changed' in Tariff Developments 6:27

1h ago6:27

6:27

Markets popped after the U.S. Court of International Trade blocked some of President Trump's global tariffs. Brian Jacobsen makes the argument that "nothing has changed" when it comes to the tariffs, only the "how" of their implementation. He also weighs unemployment to inflation and talks about why the Fed leans more toward the latter. ======== Sc…

1
Trade Court Blocks Some Trump Tariffs, NVDA Rallies After Earnings 9:44

1h ago9:44

9:44

Futures pushed higher after the Court of International Trade blocked some global tariffs imposed by the Trump administration. The court gave the White House 10 days to comply. On market sentiment, Kevin Green notes the risk-on return with 6,000 back in focus for the SPX, though he expects resistance before then. However, Kevin adds that there will …

1
Chart of the Day: CRM After Earnings 3:04

1h ago3:04

3:04

Rachel Dashiell turns to Salesforce (CRM) after it reported better-than-expected earnings. She labels the company as a laggard in its sector group despite the company's rally. Rachel highlights the levels investors should watch moving forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the …

1
Stock Market Morning Minute: Tariffs Blocked, NVDA, HPQ 1:28

1h ago1:28

1:28

Nvidia's (NVDA) earnings were expected to be the topic of the morning, until the U.S. Court of International Trade ruled to block some of President Trump's global tariffs. HP Inc. (HPQ) plunged after reporting earnings that didn't satisfy investors. Diane King Hall has all of the hot topics on today's Morning Minute. ======== Schwab Network =======…

1
CUST EATS Vol. 1 42:03

22h ago42:03

42:03

Check out the best segments from the NFL Sunday Night Live show with Pat Mayo and Tim Anderson as Cust takes on MREs and more in vol. 1 of CUST EATS. PME LIVE JUNE 7th TICKETS ON SALE NOW: https://www.eventbrite.ca/e/1321517236629?aff=oddtdtcreator Use code “MAYO” at underdog for a deposit match up to $1000: Get 20% off https://www.fantasynational.…

1
Crypto Corner: MSTR, GME, DJT Add Bitcoin 8:07

16h ago8:07

8:07

Jenny Horne and Adam Lynch examine this week's biggest moves in the crypto space. Adam examines the current technical levels taking shape in Bitcoin (/BTC) and Ethereum (/ETH). Then, the duo dive into Strategy's (MSTR) continued Bitcoin buys, GameStop (GME) announcing a Bitcoin purchase and Trump Media & Technology (DJT) is joining the crypto reser…

1
Stock Market Today: NVDA, CRM & S After Hour Earnings 2:43

17h ago2:43

2:43

Fairly muted trading action on Wall Street ended with a last-minute sell-off, sending stocks sliding into the red. However, Nvidia (NVDA) offered a bright spot with its postmarket rally despite missing on EPS and data center revenue. Salesforce (CRM) served as a bright spot in A.I. software, while SentinelOne (S) did not meet investor expectations.…

1
The Connected A.I. Trade: How AMZN & META Benefit Off NVDA Earnings 6:44

17h ago6:44

6:44

Ali Mogharabi believes Nvidia (NVDA) earnings were "fine," citing weakness in its data center revenue as a warning flag. He still sees strengths in the report that help its Big Tech peers. Ali goes in-depth on how the evolving A.I. trade is benefitting companies like Amazon (AMZN) and Meta Platforms (META). He believes there's still "a few more inn…

1
EARNINGS ALERT: NVDA 16:03

17h ago16:03

16:03

There's a lot to digest in Nvidia's (NVDA) earnings. The company missed on EPS and data center revenue, though CEO Jensen Huang notes the company's Blackwell is now in full production. Price action gyrated after hours as investors weighed where they see the company moving down the A.I. runway it created. Alex Coffey, Kevin Green and George Tsilis t…

1
Lyons: NVDA Earnings Show "We are in the A.I. Era" 7:25

17h ago7:25

7:25

"The core A.I. thesis is intact," says Austin Lyons after seeing Nvidia's (NVDA) earnings. "Everyone wants to get in" the A.I. giant as it presents new growth opportunities. Austin does warn of China headwinds, though he appreciates the message Jensen Huang sent to investors and the Trump administration. ======== Schwab Network ======== Empowering …

1
C3 ai (AI) Surges on Joint Venture Boost 6:29

17h ago6:29

6:29

C3 ai (AI) stock surges after a narrower-than-expected 4Q adjusted loss and in-line revenue. Tony Zipparro reacts to the report, citing the expanded joint venture with Baker Hughes through 2028 as a positive catalyst. However, he remains cautious due to C3 ai's high valuation and lack of profitability, comparing it to peers like Palantir (PLTR) and…

1
EARNINGS ALERT: CRM, ELF, S 12:05

17h ago12:05

12:05

Salesforce (CRM) had a strong showing in its after hour earnings thanks to data cloud and Agentforce growth. However, e.l.f. Beauty (ELF) and SentinelOne (S) sold off after showing weaknesses in their reports. Alex Coffey is joined by Jeff Pierce and Scott Durfey as the panel takes a closer look at the earnings driving postmarket price action. ====…

1
SPX "Chop Day" Into NVDA Earnings, NVDA Breakthrough Potential 11:26

18h ago11:26

11:26

It was a mixed day for the options flow heading into Nvidia's (NVDA) earnings after the close. Kevin Green urges investors to keep a close eye on the 5,900 to 5,905 level in the SPX, especially as low liquidity grips markets. He later looks at levels to watch in Nvidia once it reports. He sees $140 as the positive pressure level. ======== Schwab Ne…

1
U.S. Mag 7 v. Europe's Top Stocks, Investors Stuck in Headlines 8:45

18h ago8:45

8:45

Companies like Nvidia (NVDA) rallied big off April 8th lows, but as Charles Schwab's Jeffrey Kleintop points out, the Mag 7 is still down on the year. Meanwhile, Europe's top 7 defense stocks are up 57%. Jeffrey talks about the dichotomy between the U.S. and international stocks and weighs if the U.S. can return to outperformance. Joe Mazzola says …

1
GME the New MSTR? GME Buys 4,710 Bitcoin for Crypto Treasury 6:37

18h ago6:37

6:37

GameStop (GME) has taken the leap into building a Bitcoin reserve. The company disclosed its first Bitcoin purchases today, worth over $5 billion based on current Bitcoin prices. Alex Coffey and Jenny Horne take a closer look into the meme stock's decision to build a Bitcoin reserve and how it can affect future price action. ======== Schwab Network…

1
ANF a ‘Success Story’ While CPRI & M Struggle 6:59

18h ago6:59

6:59

Patrick McKeever reacts to retail earnings. He thinks Abercrombie & Fitch (ANF) is successfully moving its target demographic to young professionals rather than teens, creating a “great merchandise success story.” He also breaks down Dick’s Sporting Goods (DKS), emphasizing the American love of casual sweats. Macy’s (M) he calls a “new management s…

1
Schatz: Deregulation Will Juice Economy; Bullish on AWK & SBUX 8:16

18h ago8:16

8:16

Paul Schatz makes the case for deregulation, arguing it will stimulate the economy – though how much is unknown, especially because he thinks the Fed should’ve cut rates back in March. “We get past tariffs, there’s good stuff coming down out of D.C.” He declares, “Inflation’s dead,” and is bullish on bonds. His stock picks include American Water (A…

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