พอดคาสท์ Schwab ชั้นนำ (2025)

1
Tariff 'Trepidation,' Used Car Prices Key to Watch This Summer 5:30

2h ago5:30

5:30

David Doyle from Macquarie Group joins Morning Movers to discuss this week's top macro headlines including CPI and PPI inflation data. He points to a difference in used cars prices showing a drop in April CPI data versus the Manheim Index actually indicating higher prices, and David believes this could eventually signal a price increase in May's CP…

1
Options Corner: NFLX New Highs 5:16

2h ago5:16

5:16

Netflix (NFLX) shares hit new all-time highs this week. Rick Ducat examines the streaming giant's chart and points to technical studies buoying the run higher. Tom White finds an example trade using a neutral to bullish put vertical strategy, saying its a "single or double" type of trade instead of a home run. ======== Schwab Network ======== Empow…

1
Tuttle: Trump is Telling You When to Buy and When to Sell 8:46

2h ago8:46

8:46

As investors approach the end of the week, Matt Tuttle says markets are following the path of least resistance. Despite being overbought, the market has shown resilience in bouncing back from early April volatility as trade news has turned from a negative to a positive. Tuttle also thinks that Applied Materials (AMAT) falling in the short-term make…

1
Chart of the Day: AMD 3:15

2h ago3:15

3:15

Barclays raises its price target for AMD Inc. (AMD) after the A.I. chipmaker had several catalysts this week including a new deal with Saudi Arabia's HUMAIN. Rachel Dashiell takes a peek at the technical picture forming on the chart. She points to the 200-day moving average acting as a major resistance area for AMD. ======== Schwab Network ========…

1
S&P 500 Rally Broadens, NVDA Breakout Boosts Tech 10:18

2h ago10:18

10:18

Kevin Green notes that while the S&P 500 (SPX) is up for the week, he's paying closer attention to the broadening out into interest rate sensitive & defensive sectors. KG points to utilities and real estate as part of those defensive sectors that could provide a floor for the market. For Nvidia (NVDA), he says a breakout above $135 could be a tailw…

1
Stock Market Morning Minute: AMD, CAVA, CCL 1:56

3h ago1:56

1:56

Applied Materials (AMAT) slides falls despite an earnings beat as the outlook weighs on the stock, Cava (CAVA) beats on earnings estimates, and HSBC thinks Carnival (CCL) is in a 'strong booked position.' ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schw…

1
UNH Drop, WMT Earnings Move, COIN Pressure, AMAT Mixed 3:14

18h ago3:14

3:14

JD Durkin wraps up the trading day as the S&P 500 (SPX) extends its winning streak to 4 days. Meanwhile, UnitedHealth (UNH) and Coinbase (COIN) each fall on reports of governmental investigations into their businesses. Applied Materials (AMAT) reports mixed earnings and in-line guidance. Walmart (WMT) warns of price hikes due to tariff impacts. ===…

1
CAVA Beats Earnings, Valuation Weighs on Stock 4:08

18h ago4:08

4:08

Cava (CAVA) beat on top and bottom lines in its latest earnings report, with revenue up 28% year-over-year. Same-store sales growth clocked in at 10.8% and as George Tsilis explains the report was solid overall. However, higher valuation may be the culprit behind the stock's after-hours slide. CAVA is trading at 180x this year's earnings, which cou…

1
Valle: Investors are Getting China Wrong 6:43

18h ago6:43

6:43

Guilherme Valle gives his growth outlook for Chinese stocks. “Its trade with the U.S. is less and less relevant,” he posits, and its economy is still “relatively healthy.” He argues that there is investor misperception around China in general and thinks the government still has a lot of “bazookas” in their stimulus arsenal if necessary. He also doe…

1
Market Gains Despite Trade Uncertainty 7:38

18h ago7:38

7:38

Liz Ann Sonders discusses the May market recovery despite global traders looking for certainty amid the 90-day tariff pause between the U.S. and China. She notes 20 consecutive weeks of downward revisions of 2025 earnings estimates as part of the current investing thesis. She's taking a wait-and-see approach, looking for stabilization in the forwar…

1
WMT Earnings Highlight Shift in Consumer Spending 6:35

19h ago6:35

6:35

Walmart's (WMT) strong earnings report showed consumers are still spending, but they're getting pickier about where they open their wallets. Jharonne Martis and Jeff Weniger discuss this, as well as April's retail sales data which came in better than expected. They go over which retailers are best positioned as tariffs loom and inflation concerns l…

1
How the Rest of the World is Handling U.S. Tariffs 8:08

19h ago8:08

8:08

Michelle Gibley brings the international angle to Schwab Network. While trade “worst case scenarios” have been reduced, she says these 90-day tariff pauses just extend uncertainty. “Tariff troubles could come back…and hurt stocks again.” It’s also driving countries to accelerate trade relations with each other and become less entwined with the U.S.…

1
Why Positive Inflation Prints, Potential Tax Cuts Could Extend Bull Run 6:31

19h ago6:31

6:31

Gerald Sparrow says he's positive on the markets because of inflation prints, saying that the current bull run could run through the end of 2025. He adds that tax cuts could be another catalyst for investors. Gerald does say a reverse of any tariff gains or returned uncertainty on policy could be an impediment to any upward move. He discusses stock…

1
ARAI CEO on Public Debut, Autonomous Delivery Technology 11:15

19h ago11:15

11:15

Dan O'Toole, CEO of Arrive AI joins the Watch List as his company begins trading under the ticker symbol ARAI. Dan details his company's role in incorporating artificial intelligence into automated delivery technology. He uses food delivery as just one example of an ARAI use case, saying the company uses drones and robotics to ship products. The co…

1
SPX Hanging On to 5900 Level, New Support? 6:26

19h ago6:26

6:26

Over the last several days, 5900 has been a key target for the SPX acting as both resistance and support. Kevin Green looks at the level as a possible pin risk. KG joins Alex Coffey to discuss the market performance this week, including today's fall in volatility and what it means for the broader economy. ======== Schwab Network ======== Empowering…

1
WMT ‘Best Retailer’, COST ‘Best Club’, DKS Buying FL ‘A Good Plan’ 8:38

19h ago8:38

8:38

Jan Rogers Kniffen surveys the retail sector. “What’s not to like?” in Walmart earnings, he asks, pointing to strong comparable sales. “They’re the best retailer.” His only downside is the lack of forward guidance for the next quarter. He calls Costco (COST) the “best club in the country,” and previews what he expects from their earnings. He was “s…

1
Market in Trade ‘Air Pocket’: Looking Long-Term 8:50

19h ago8:50

8:50

Thomas Martin describes the “air pocket” we’re in now with trade, where companies are trying to manage their businesses but aren’t sure what’s happening next. He advises investors to gear their strategies for the long-term: what will the picture look like at year end? He describes his firm’s “long-only” investing and what they are doing to diversif…

1
BABA's Agentic A.I. Positioning, State of Chinese Tech Stocks 4:49

19h ago4:49

4:49

Alibaba (BABA) shares are down after earnings, something Derek Yan believes is due to investors' overestimated growth expectations for its Cloud segment. Derek discusses the company's agentic A.I. outlook as well as the costs associated with powering the applications within China's internet companies. Derek also makes the case for Chinese tech stoc…

1
COIN Hack, Reported SEC Probe: What to Know 4:26

20h ago4:26

4:26

JD Durkin joins Next Gen Investing to discuss breaking news impacting Coinbase (COIN). According to the New York Times, the company is being investigated by the SEC for misstating its user numbers. This news comes on the heels of the company disclosing a cyberattack that led to threat actors demanding a $20M ransom from the crypto giant. JD compare…

1
Ca$htag$: Cava (CAVA) in ‘Early Phases’ of Growth 6:51

20h ago6:51

6:51

Megan Brantley from Likefolio covers Cava (CAVA) from the consumer sentiment perspective. “This is a brand that’s still in its early phases,” she says, and it has a lot of opportunity to expand. She notes that their change in visits data shows a +13% increase for Cava, behind WingStop (WING) and Shake Shack (SHAK). In its upcoming earnings report, …

1
Hegener: Market Surge Due to Short Covering, Rally Strength Can’t Last 7:09

22h ago7:09

7:09

Joe Hegener thinks that the “buying spree” in markets over the last few weeks could be attributed to short-covering, as a lot of institutional players were underweight equities going into trade talks. He sees “material risk” in the next 3-6 months in the bond market as the yield curve steepens, which could spill over to the equity market. He sees c…

1
The Big 3: ROKU, RDDT, AMD 14:28

22h ago14:28

14:28

Charles Moon returns to Trading 360 with levels he's watching on a trio of stocks. He calls Roku Inc. (ROKU) a possible strangle play. For Reddit (RDDT), he is surprised by the current pullback but says if shares hold the $118 level it could signal another strong momentum play to the upside. Then, Charles believes AMD Inc. (AMD) was "left in the du…

1
Breaking Down BABA Earnings: "Things Could Get Worse Before They Get Better" 7:25

22h ago7:25

7:25

Alibaba (BABA) shares are down after earnings which Melissa Armo says "looks like a short to me" adding "it's really hard to think about buying this" amid rockier U.S.-China trade relations. She's bearish on BABA and JD.com (JD). Olivier Blanchard says it's been a tough quarter considering macroeconomic conditions and the trade war, but he still "m…

1
Example Trades: TSLA Iron Condor, BA Call Calendar 4:30

22h ago4:30

4:30

Kevin Hincks examines two mega-cap U.S. stocks in today's Daily Trader episode. For Tesla (TSLA), Kevin composes a long iron condor example, saying movement will dictate the bullish or bearish direction of the trade. Then, for Boeing (BA), he constructs a bullish example trade using a long call calendar. ======== Schwab Network ======== Empowering …

1
PubMatic (PUBM) CEO: ‘30% of Code’ Written by AI, Strong Growth in Ad Business 8:42

1d ago8:42

8:42

Rajeev Goel, CEO of PubMatic (PUBM), discusses the ad tech business and his company’s latest quarter. PubMatic acts as an auction broker for online ads. He talks about how PUBM is using AI to improve its ad business, both through data analysis and generative AI. He says they’re seeing strong growth in multiple segments, boosting both revenue and pr…

1
AMAT Earnings Preview: Guidance Key, Tariff Headwinds Loom 8:08

1d ago8:08

8:08

Applied Materials (AMAT) earnings are due out later today and JD Durkin dives into expectations ahead of the report. He says the challenge now for AMAT is forward guidance, citing its OLED display segment as a significant part of its business. JD points to its customer base, including Intel (INTC), Samsung, TSMC (TSM) and more. Later, Joe Tigay loo…

1
Investopedia's Caleb Silver on CAVA versus Chipotle 9:59

1d ago9:59

9:59

Caleb Silver looks at Cava (CAVA) ahead of earnings out later today. He says the fast-casual restaurant chain is having a "good month, just not such a great year." Caleb highlights the importance of individual restaurant-level profit margins as consumers shop around for the best price. Later, he compares and contrasts CAVA to Chipotle (CMG) as both…

1
UNH Plunges on DOJ Probe, BABA Earnings Slide, CSCO Guidance Shines 9:25

1d ago9:25

9:25

The pressure mounts for UnitedHealth (UNH) as shares plummet following news of a DOJ probe into its Medicare Advantage program. Diane King Hall joins Caroline Woods at the NYSE set to dive into the report as UNH shares reach 4-year lows. Later, she looks overseas at Chinese tech stock Alibaba (BABA) after it reported a revenue miss in its 4Q earnin…

1
5900 Continues to Be Resistance Focus, Broader Participation Key 7:09

1d ago7:09

7:09

Kevin Green says today's weakness is not the full picture as he highlights a broader participation across the entire market as opposed to Wednesday's larger concentration in the Mag 7 and Comm. Services stocks. KG believes there is a little bit of "exhaustion" in this week's rally, but adds that bears don't have a "real reason to aggressively sell …

1
Tariff Knock-On Effect: How Car Prices Increasing Ripple Effects Outwards & More 11:56

1d ago11:56

11:56

Liz Ann Sonders reacts to the latest economic data and expects “volatility in terms of pricing” in the retail area, including at Walmart (WMT). “It is not just the one-time price level reset,” she warns: for example, a car’s price going up $8-$10K means that insurance costs for the vehicle will also rise. She thinks we should focus on labor market …

1
WMT Raises Prices Due to Tariffs, DKS Acquires Foot Locker 8:03

1d ago8:03

8:03

Despite an earnings beat, shares of Walmart (WMT) have pulled back from after-hours highs. Alex Coffey looks at the company's unaltered guidance and plans to raise prices as it weighs the impact of tariff costs. The company's CEO Doug McMillon said Walmart will be "maintaining flexibility to navigate the near-term." Then, Alex laces up the latest d…

1
Retail Sales & PPI: What Investors Learned 6:10

1d ago6:10

6:10

Kevin Hincks dives into this morning's economic data prints. The April PPI showed a dip in inflation levels while a relatively flat Retail Sales is something Kevin thinks is "a little softer" than expected. Meanwhile, Fed Chair Jerome Powell also reiterated the likelihood of a "higher for longer" rates environment. Pointing to the premarket weaknes…

1
Muhlenkamp: Tariff Impact 'Worst Case Off the Table' 8:43

1d ago8:43

8:43

Jeff Muhlenkamp says this week's upswing is a "relief rally" as investors largely move past tariff uncertainty believing the "worst case off the table" scenario is in play. For asset classes, he looks at the strength in gold. Jeff adds the precious metal will still outperform this year because of the changes underway in the global financial system …

1
Options Corner: CRWD Downgrade & Example Trade 4:50

1d ago4:50

4:50

Crowdstrike (CRWD) catches a downgrade from Mizuho to a neutral rating ahead of its next earnings report in early June. Rick Ducat provides the technical perspective by looking at the chart. He points to the largely-upward trendline, but says a recent pullback is a brief interruption of a "W" shaped rally seen thus far in 2025. Tom White illustrate…

1
Given: Inflation 'Going to Pick Up Quite a Bit' 6:24

1d ago6:24

6:24

Jeff Given joins Diane King Hall at the NYSE set to discuss the state of inflation in the U.S. as investors await the ripple effects from changes in tariff policy. He believes it will be difficult for the Fed to cut rates this year, saying that 2026 will have the benefit of more data in the labor market before any rate decision can be made. Later, …

1
Chart of the Day: DE Jumps After Earnings 3:42

1d ago3:42

3:42

Deere & Co. (DE) reports a top & bottom-line beat in its latest earnings report. Ben Watson examines the technical formations taking place on the chart. Over the last 5 days, he points to a range between $495-$510 saying investors might be "harvesting profits" at this point. On a longer-term timeframe, he says the trend has "generally been higher" …

1
SPX Poised for Breakout? WMT Earnings Move, DKS Buys FL 10:47

1d ago10:47

10:47

Stocks are taking a breather after Monday's strong rally, but Kevin Green believes this pullback is normal and expects a retest of recent highs. He's watching for a break above the $5900-$5905 level on the S&P 500 (SPX), which could signal more upside. Then, KG looks at Walmart (WMT) after an earnings beat and Dick's Sporting Goods (DKS) after the …

1
Stock Market Morning Minute: DKS, WMT, UNH 1:54

1d ago1:54

1:54

Dick's Sporting Goods (DKS) scoops up a shoe competitor, acquiring Foot Locker (FL) in a $2.4B deal. Walmart (WMT) shares rise after earnings beat. And, UnitedHealth (UNH) reportedly faces a DOJ probe. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn…

1
Ca$htag$: Expecting ‘Very Good’ Results From Walmart (WMT) 8:30

1d ago8:30

8:30

Likefolio’s Andy Swan covers their consumer sentiment data on Walmart (WMT). Despite some economists expecting the “shoe about to drop” on consumer health, Andy says there’s no sign of it happening. He sees WMT’s web traffic “consistently trending higher” and calls its strategy and execution “masterful.” From their earnings report, he expects “very…

1
Life360 CFO: Resilient Growth and Strong Guidance Amid Economic Challenges 7:21

1d ago7:21

7:21

Life360 CFO Russell Burke discusses the company's approach to family safety and security, its growth model, and its competitive advantage. He also addresses concerns over data security and privacy, emphasizing the company's top priority on protecting user information. On earnings, Burke reaffirms Life360's guidance for a record year in 2025 citing …

1
Stock Market Today: NVDA & AMD Target Hikes, SMCI & OKLO Rally, CRWV Earnings 2:57

1d ago2:57

2:57

Markets closed mixed after most indices saw two days of rallies. A.I. led today's upside action off enthusiasm of Saudi Arabian deals, especially in Nvidia (NVDA), AMD Inc. (AMD) and Supermicro (SMCI). Oklo Inc. (OKLO) also saw double-digit gains following its earnings report, while Coreweave (CRWV) posted its first post-IPO earnings. Caroline Wood…

1
OKLO Narrows Losses in Earnings, Navigating 'Red Tape' to A.I. Profitability 6:13

1d ago6:13

6:13

Oklo Inc. (OKLO) is closing the gap on its losses, seen in its latest earnings report. George Tsilis says the company's promise of creating small nuclear reactors will be bullish for A.I. and data center buildout. The issue comes down to timeline, as the tech can still be years out. George also talks about the "red tape" it needs to navigate to gen…

1
TSLA Recaptures Most 2025 Losses, Tariff Pause Bullish for Cybercab 4:16

1d ago4:16

4:16

Tesla (TSLA) was down 50% from all-time highs earlier this year but now is on the road to recovery. The company announced it will start to ship semi truck and cybercab parts from China at the end of the month, helping to push the stock higher. However, Caroline Woods notes the company isn't clear of all roadblocks. She points to Tesla's board explo…

1
UNH Lost Half its Market Cap in a Month – Can it Bounce Back? 4:56

1d ago4:56

4:56

Whit Mayo performs a health check on UnitedHealth (UNH). He thinks the change in management is a “step in the right direction.” However, he sees a revenue problem in their Optum Health subsidiary, saying they “probably mispriced their bids” this year. “The stock has lost half its market cap in one month,” he notes, making the risk/reward “balanced,…

1
Gold's New Environment: A Strategic Shift Explained 7:55

2d ago7:55

7:55

Axel Merk thinks the shift in market sentiment back to risk-on stocks since Friday won't change his view on gold. Despite the precious metal being down 10% from its highs, Merk believes fundamental shifts in the financial system, such as higher borrowing costs due to tariffs and pressure on the U.S. deficits, will continue to support gold prices in…

1
EARNINGS ALERT: CSCO 5:05

2d ago5:05

5:05

Cisco Systems (CSCO) shares popped after better-than-expected earnings in its 3Q report. The technology networking company raised its FY25 EPS & Revenue guidance that was in-line with Street estimates. A.I. infrastructure orders exceeded $600M, and surpassed the company's $1B target one quarter early. CSCO CEO Chuck Robbins added "The momentum we a…

1
Markets Pump Brakes on Rally, Yields "Path of Least Resistance" Higher 7:04

2d ago7:04

7:04

"How much upside bullish momentum was due" to Monday? That's the question Charles Schwab's Joe Mazzola weighs when turning to today's range-bound trading action. He points to a VIX crush and the SPX's 23 P/E ratio as culprits behind the slowdown. Kathy Jones adds that "the Fed is not going to come to the rescue" when it comes to interest rate cuts.…

1
A.I. "Accelerating" Energy Needs, Natural Gas & Nuclear Keys to Growth 7:49

2d ago7:49

7:49

One ChatGPT search uses ten times the energy one Google Search takes, according to David Holt. He argues for energy companies to accelerate alongside A.I. developments, particularly in the nuclear and natural gas industries. David talks about the process of "removing red tape" to bolster energy growth and opportunities ahead for the sector. =======…

1
Finding "Aggressive" Investing Opportunities in A.I. & Small Caps 8:56

2d ago8:56

8:56

John Barr with the Needham Aggressive Growth Fund talks about investments he considers "aggressive" in the current market rebound. Among his expected winners includes small caps and infrastructure, in general and in A.I. through data centers. He talks about how he uses these companies and others through the firm's NEAGX ETF. John also discusses why…

1
‘Just Not Seeing’ Consumer Financial Weakness 8:27

2d ago8:27

8:27

George Destafney, EVP of OceanFirst Financial (OCFC), discusses the business and the American consumer. He is “just not seeing” consumer weakness, though he acknowledges that there are some “pockets” struggling. He says average balances at OceanFirst are “remarkably flat” year-over-year, with their clients holding about $22,000. He also talks about…

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