Les meilleurs podcasts Schwab (2025)

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Stock Market This Week: A.I. Still Soft, Auto Tariffs & DLTR v. LULU 2:38

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Monday inspired hope for bulls with a strong rally that faded during the week, culminating in Friday's even stronger sell-off. Two big culprits behind the selling action: continued weakness in the A.I. trade, and 25% auto tariffs announced by the Trump administration. Signs of consumer pressure showed in the latest retail earnings through Dollar Tr…

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OJ’s “Mea Culpa” on the Green Light 4:30

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Stock bulls got trounced Friday alongside a rally in bonds that borderline looks like panic, says OJ Renick, who's watching cryptos for signs of further de-risking across the spectrum of tech trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet…

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Overlooked Stock: QNTM 3:29

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Quantum's in the name but has no part of the business. Quantum BioPharma (QNTM) is up over 130% year to date but has fallen more than 50% off its all-time high. George Tsilis notes the interesting drugs it's developing can reach corners of the market sometimes ignored. The issue? Quantum's lack of revenue, which George says needs to reverse for the…

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Tech Corner: CRM 5:40

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Salesforce (CRM) and its agentic A.I. "Agentforce" offering are the subject of this week's Tech Corner. George Tsilis dissects the company's business model and dominance in the CRM market versus competitors like Microsoft (MSFT), HubSpot (HUBS) and SAP (SAP). ======== Schwab Network ======== Empowering every investor and trader, every market day. S…

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Looking for Quality and Dividend Opportunities 7:26

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Simeon Hyman says the sell off is a reminder that “the market likes gridlock” in politics. He discusses the phenomenon of companies performing worse but upping their dividend. Simeon talks about areas of opportunity he sees in the market, looking at the NOBL ETF. Above all, he says to consider what will benefit from a market rebound. ======== Schwa…

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Spending Slowdown & Sticky Inflation: Recipe for Slowing Growth 5:26

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Joe Mazzola with Charles Schwab says Friday's core PCE data shows a consumer more afraid to spend as inflation lingers. He believes volatility can spike if employment data ahead shows deterioration as bonds gained strength this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min…

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SPX Breaks Bear Flag & Long-Term Chart Shows Pain Ahead 9:06

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On Thursday, Kevin Green pointed out a death cross in the technology sector that signaled today's sell-off. Now, he points to further downside with an SPX "domino effect" being set up. Kevin highlights a broken bear flag to the downside and a bearish engulfing candle eating last week's gains. He goes back 20 years in the SPX to show how bears can a…

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Lee: Underweight Mag 7 as Market Enters Correction Territory 6:32

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Jimmy Lee tells his clients that in stocks, every 3-5 years they’ll lose a third of their value in a bear market before it climbs back up. He’s hopeful that lower rates and less regulation will outweigh the “noise” of today. “We’ve been cautioning investors not to be too overweight in these high fliers,” he says, noting that being underweight Mag 7…

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‘Off-Price’ Retailers to Benefit from Slowing Economy 4:49

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Patrick McKeever expects the economy to slow, which he thinks will benefit “off-price retailers” all over the spectrum. He discusses retail bankruptcies, and says names like Kohl’s (KSS) are on the “concern list.” He also talks the car parts trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to…

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Animal Spirits ‘On Pause’ Until Trade Clarity 5:54

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Eric Lynch and Brian Szytel preview next week as the market sells off and U of Michigan long-term inflation expectations hit a 32-year high. Brian has “no worry” about the U.S. consumer’s spending “as long as they do have jobs,” noting the strength of the consumer balance sheet. Eric thinks there’s a lot of value opportunities in the market still. …

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Coons: Tariffs "Deflationary," CRWD, GOOGL & AMZN Stocks to Watch 8:13

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Adam Coons tells investors to "stay the course" with their portfolios. Adam argues tariffs will end up being "deflationary," suggesting little long-term risk to investments. As for portfolio positioning, he expects names like Crowdstrike (CRWD) and Fortinet (FTNT) in cybersecurity to benefit from the A.I. boom. In the Mag 7, Adam says Alphabet (GOO…

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CRWV Co-Founder on "Relentless" A.I. Demand & Navigating DeepSeek 8:20

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CoreWeave (CRWV) debuted today on the Nasdaq, backed by a stake from Nvidia (NVDA). Co-founder Brannin McBee calls his company "THE A.I. hyperscaler" serving as a leader in the space and a pure play in the markets. Despite DeepSeek rattling markets over the future of A.I. spend, Brannin says CoreWeave has experienced the inverse after seeing "relen…

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Adding Interest Rate Volatility Products is a ‘No Brainer’ 7:51

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Nancy Davis discusses her firm’s funds, such as IVOL, and their holdings, including mortgages. She says owning an interest rate volatility product is a “no-brainer” right now. “Everybody should be thinking about that embedded short volatility” in fixed income, she adds. ======== Schwab Network ======== Empowering every investor and trader, every ma…

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RKLB $5.6B Air Force Contract: Stock's Launch Pad to Skyrocket? 5:21

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Rocket Lab's (RKLB) stock launched before falling with the rest of the market after securing a $5.6 billion contract with the U.S. Air Force. This adds to the company's prior contract with the U.S. Department of Defense. George Tsilis notes Rocket Lab's "meme stock craze," but he points to financials that make the stock worth watching. ======== Sch…

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Will ‘Caitlin Clark Effect’ on Women’s Basketball Ad Spend Continue? 7:20

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Seema Shah analyzes ad spend in the NCAA Women’s Basketball Tournament. Last year, she explains, had the “Caitlin Clark effect” that brought viewers and advertisers alike to these games, but she thinks it’s too early to tell if the effect has continued this year. Seema expects live events to continue to be heavy ad spend areas, discussing the diffe…

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AMZN Spring Cleaning: Prime & Seasonal Sales Show Resiliency 5:48

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Amazon (AMZN) has fallen 20% off its all-time high, though LikeFolio's Megan Brantley believes the company remains resilient. She talks about the "convenience that's really hard to give up" with Amazon that makes its prime membership numbers sticky. However, Megan points to waning web visits as a slowdown signal despite seasonal sales gaining tract…

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More Pain Ahead as U.S. Growth Slows 5:47

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Patrick Healy and Rob Williams react to the PCE report. Rob says it’s clear that the market is paying attention to spending data. He talks about growth and inflation worries, saying that the growth picture is clearer than inflation – and more pain is coming. Patrick is cutting through the noise, giving his outlook for Fed moves, and looking at publ…

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SAIL CEO on Cybersecurity in the Age of AI Agents 8:26

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SailPoint (SAIL) CEO, Mark McClain, discusses their first earnings report since IPO. He discusses how SailPoint is focusing not only on real identities but digital identities like AI agents, and the security and data access that they’re allowed. “The results are good, we’ll just have to wait for the market to be a little less choppy,” he says of th…

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Options Trades: LUV and DAL 2:49

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As shares slipped lower early Friday following hotter-than-expected PCE data, Alex Coffey looks at two airline stocks. For Southwest Airlines (LUV), Alex uses an example options trade that skews more bullish. Then, he looks at Delta Airlines (DAL) with a neutral to bullish put vertical. ======== Schwab Network ======== Empowering every investor and…

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The Big 3: CELH, NFLX, UBER 11:23

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Prosper Trading Academy's Mike Shorr says now is not the time to "freak out" despite recent volatility and selling action. He turns to opportunities in the market he sees in Celsius (CELH), Netflix (NFLX), and Uber Technologies (UBER). Ben Watson with Charles Schwab offers a glimpse into the technical trends. ======== Schwab Network ======== Empowe…

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Investors Need to be Present on Big S&P 500 Up Days 8:11

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Blake B. Millard doesn’t see enough “substantive proof” for a recession, and thinks the markets can hit all-time highs by the end of the year. He says many investors should “do nothing” right now and let this play out. One emphasis is that the big up days for the S&P 500 can “make or break your year,” looking at historical returns ex-big moves. ===…

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ARM, CHKP & KLAC: Charting Tech Names Off the Radar 12:24

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Jenny Horne highlights three A.I. plays many investors may not realize are getting market buzz. She talks about the latest price target cut on Arm Holdings (ARM), BMO Capital's upgrade on Check Point (CHKP), and Jefferies' downgrade on KLA Corp. (KLAC). Ben Watson with Charles Schwab charts the technical trends he found in these tech names. =======…

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APP Rallies Despite Short Report & APP Options Trade 11:19

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Short-seller Muddy Water Research takes aim at AppLovin (APP). It argues the software advertising company saw more than half of its e-commerce conversation from retargeting and violated terms of service on major digital ad platforms. As Caroline Woods points out, the stock still rallied today after Thursday's deep selling action. She scans through …

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Real Estate Value "Mismatch," Better Buying on Horizon 7:54

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Greg Friedman offers a wide perspective on the real estate market. He uses the 10-year treasury yield as a market indicator but notes inconsistencies in the latest trends compared to real estate. Greg believes there will be better buying opportunities on the horizon once real estate finds a bottom to build a new foundation. ======== Schwab Network …

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AMZN "Cheaper" than WMT & COST, A.I. Integral to Value 9:20

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Amazon (AMZN) slipped back below $200, a price Scott Devitt considers reasonable for the Mag 7 giant. He points to the stock's valuation as being cheaper than retail peers like Walmart (WMT) and Costco (COST). The company's A.I. strategy is one that Scott says has more room to run and boost Amazon's bottom line. Tom White later offers example optio…

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Navigating SPX "No Man's Land," TSLA Price Target Cut, AMAT Upgrade 14:11

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The SPX opened at the lows of Thursday's trading session. Kevin Green says the index is currently in "no man's land" as investors maneuver in the gap made by last Friday to Monday's market jump. He points to a correlation between the SPX and 10Y-3M treasury spreads and explains why they're both seeing bear flag formations. On stock stories, Kevin t…

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Knapp: Avoid Consumer Discretionary & ‘Economically Sensitive’ Sectors 10:26

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Barry Knapp thinks the market is “far more concerned about growth” than inflation. He discusses the impact of recent economic data and lays out his expectations for weak payroll data. He’s bullish on bonds on the “intermediate” part of the curve. He says “economically sensitive” sectors like consumer discretionary should be avoided for now. =======…

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NVDA-Backed CoreWeave Starts Trading Today, LULU Post-Earnings Selling 6:55

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CoreWeave will start trading on the NDX today under the CRWV ticker. Nvidia (NVDA) has a 6% stake in the company, but as Jenny Horne points out, it faces headwinds from another Mag 7 giant: Microsoft (MSFT). She also weighs in on how the IPO can serve as a high-beta A.I. trade. In retail, Jenny talks about Lululemon's (LULU) post-earnings sell-off …

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Core PCE's Warm Print & A.I. Trade Still Searching for Bottom 6:34

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Futures traded lower in reaction to the latest economic data that showed slowing consumer spending. Alex Coffey joins from the Cboe Global Markets and breaks down the report to explain what's drawing down arrows. On A.I., Alex says the rotation out of tech shows a "crowded trade that isn't done yet." He says A.I. stocks need to find a sustainable b…

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Options Corner: GOOGL vs Mag 7 5:01

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The month of March hasn't been kind to the Mag 7 group, but Alphabet (GOOGL) has shown relative strength compared to the rest of its big-tech peers. Tom White looks at a cash secured put options trade as a way to navigate a neutral to bullish strategy in GOOGL. ======== Schwab Network ======== Empowering every investor and trader, every market day.…

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"Sticky, Pervasive, Boiling" Inflation 6:23

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Michael Underhill doesn't mince words when reacting to the latest inflation metrics. In response to the Feb. 2025 PCE data, he doesn't see the Fed cutting rates any time soon saying that those who think so "are in for a rude awakening." Michael says "it's going to get worse before it gets better" and dives into the inflationary impact from ongoing …

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Why Auto Tariffs Could Actually Benefit TSLA 5:08

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Karl Brauer says tariffs will be different for "every make and model" vehicle. Of the top 50 cars sold in America, Karl says half of those are imported with European and Asian brands most impacted. He sees Tesla (TSLA) benefitting as it manufactures U.S. cars in the country, and doesn't expect to face a significant tariff impact. Karl says it could…

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CoreWeave IPO Buzz, RKLB Takes Off 7:56

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Kevin Green is keeping an eye on Nvidia (NVDA) backed CoreWeave. The company priced its IPO at $40 and will open for trading under ticker symbol CRWV later today. Kevin highlights the move in Rocket Lab (RKLB) after winning a $5.6B U.S. Air Force contract. Then, he looks at S&P 500 (SPX) levels to track into the weekend. ======== Schwab Network ===…

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Chart of the Day: AMAT Upgrade After Downtrend 4:50

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Following an analyst upgrade for Applied Materials (AMAT), Rachel Dashiell joins Caroline Woods for a technical glimpse at the chart. On the 1-year timeline, Rachel sees a "strong, clear-cut downtrend" with a retracement of over 40%. On the longer-term, she points to a 4-year support zone that shares are currently within. ======== Schwab Network ==…

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Stock Market Morning Minute: LULU, APP, AMAT 1:58

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Lululemon (LULU) earnings beat but guidance disappoints. Applovin (APP) faces more short report pressure. And, Applied Materials (AMAT) looks to reverse its 2025 downtrend following an upgrade at Jefferies. Tom White has more on the early Friday movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri…

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Stock Market Today: Auto Tariffs, AMD Downgrade, NVDA China Headwinds & LULU Earnings 2:22

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The trading session continued Wednesday's losses fueled by reaction to President Trump's auto tariffs. EV companies like Tesla (TSLA) and Rivian (RIVN) still managed to close higher. Meanwhile, the A.I. sector continued to show weakness through a downgrade in AMD Inc. (AMD) and Nvidia (NVDA) chip shortages in China. Lululemon (LULU) sold off after-…

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Shy Bulls Lose Step at SPX 5700 But Risk Appetite Lingers 3:33

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Bulls were quick to get in and out of the market on Thursday as $TSLA popped, $DLTR ramped and bitcoin held firm, keeping the battle for 5700 in $SPX alive into inflation tomorrow, says OJ Renick. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor…

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Tesla's Tariff Tactic: What Could Give TSLA an Edge Over F and GM? 4:27

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Tesla (TSLA) shares seesawed after the U.S. announced new tariffs on autos. But while the news might seem like a negative for the EV maker, Morningstar's Seth Goldstein thinks otherwise. He believes Tesla's domestic production could give it an edge over competitors like Ford (F) and General Motors (GM), who may struggle to pass on higher costs to c…

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Mag 7 Can't Lift Market Alone & Bracing for April 2 5:35

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Charles Schwab's Kevin Gordon says there's still so many moving gears in the market investors need to watch. For one, if equities recover to all-time highs, he argues the S&P 493 need to pick up slack where the Mag 7 can't. Kevin later discusses what volatility the market should expect on April 2nd. ======== Schwab Network ======== Empowering every…

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Tech Titans Battle Volatility 7:02

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Stocks are caught in a battle, with 5 of the 7 big tech names trying to lift the market into the close. Kevin Davitt notes that despite recent volatility, things haven't gotten "sloppy" yet, and that's unique. He draws a comparison to 2017-2018, when the market saw a similar setup before a rally. He also points to the semiconductors, making them a …

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Trade Tensions Boost European & Emerging Markets Leadership 7:50

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Rising trade tensions and a slowing U.S. economy have created a perfect storm for international markets to outperform. Jeffrey Kleintop explains why European stocks may continue to lead the charge. He also makes the case for emerging markets. Plus, find out which European defense stocks are benefiting from the continent's own "Mag 7" moment. ======…

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Tech 'Death Cross' Forming, SPX Setting Up for Pullback 7:31

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The SPX muscled its way off session lows into the close but the bulls still have a long fight ahead. Kevin Green points to off-balance correlations in the index and a technology sector "death cross" as signals of further selling. As the market tests Friday to Monday's gap, Kevin says more liquidity and market breadth will be needed to ensure streng…

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April 2 Volatility 'Underpriced,' SPY v. EEM Value 8:53

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Markets are bracing for President Trump's reciprocal tariff plans set to come next Wednesday. Danny Kirsch argues those plans are still "underpriced." He talks about the volatility he's expecting and why optimism around tariffs being parred down should be dialed back. On the foreign trade, Danny turns to recent outperformance in emerging markets to…

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Low Earnings Bar, High Chance for Surprise & Measuring Market Sentiment 8:26

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Even though markets pulled back in recent weeks, Paul Hickey points to hard data holding strong despite weakness in soft data. He says investors don't need to worry until there's a notable decline in jobs and inflation progress. Paul adds that the next earnings season will be one to offer lots of upside surprise after the last round of reports lowe…

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EV Industry Post-Tariffs, TSLA 'Way Ahead' of Competitors 6:18

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Lauren Fix says the EV industry was in a bad spot before President Trump took office. She believes his tariff policy and revoking the EV mandate will accelerate deterioration. However, she believes Tesla (TSLA) leads the industry race. Ben Rose agrees when it comes to Tesla but is more optimistic on the future of EVs. He says adoption of electric v…

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Bond Yields Signal Growth, But Risks Loom 9:00

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Keith Buchanan joins to break down the bond market's recent moves. With the 10-year yield showing signs of finding a path higher, he believes the shape of the yield curve doesn't tell the whole story. Buchanan argues that understanding why the curve is steepening is key. He looks at whether it's due to inflationary expectations or real growth expec…

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Earnings Optimism vs. Tariff Uncertainty: S&P 500 at Crossroads 7:00

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Earnings optimism faces off against tariff uncertainty. Despite some positive guidance, Brett Ewing says fundamentals may not be enough to quell concerns just yet. With the S&P 500 sitting at the same level as it was in November, Ewing attributes current selling to uncertainty around trade policies and the U.S. debt. He also sees opportunities in f…

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Zipparro: LULU "Moderate Buy" as Tariff Pressure Squeezes Athleisure 8:50

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Tony Zipparro says the bullish optimism surrounding Lululemon's (LULU) earnings "makes you weary" heading into the report. He expects a beat and considers the stock a moderate buy, but he warns macro headwinds linger as a shadow over its guidance. Tony believes the company still isn't as exposed to tariff pressures as its peers like Nike (NKE) whil…

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TSLA v. Tariffs: Speedbump or Rally Signal? 8:24

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Tesla (TSLA) CEO Elon Musk said himself that the company won't be unscathed from Trump tariffs despite its drive higher today. Caroline Woods notes the bullish and bearish analyst reaction to Tesla as the company braces for President Trump's auto tariffs. She later dives into other headwinds pushing against the company, including next week's vehicl…

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LULU Losing Momentum, "Tremendous Brand Value" Backs Company 6:00

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Megan Brantley highlights Likefolio's web data behind Lululemon (LULU), which shows a shaky picture heading into its earnings. She talks about what's causing the "consumer psyche" to shift behind the company. Despite the pullback, Megan believes Lululemon has room to run through priority changes in its brand. ======== Schwab Network ======== Empowe…

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