最高の Schwab ポッドキャスト (2025)

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Stock Market Today: AAPL's $500B USA Expansion, PLTR Taps $90, BABA & NKE Upgrades 2:26

13h ago2:26

2:26

Markets closed mostly in the red, continuing prominent selling action seen at the end of last week. Palantir (PLTR) continued its streak as one of the SPX's biggest laggards after trimming another 10% from its stock price. Alibaba (BABA) also sold off despite getting an upgrade from Morgan Stanley. However, Nike (NKE) managed to rally after its upg…

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What PLTR's Sell-Off Means for Military & Defense Stocks 6:33

13h ago6:33

6:33

Tony Bancroft calls Palantir (PLTR) a good company with strong growth potential. However, he expects volatility is ahead for military-tied stocks with budget cuts expected for U.S. defense. Tony believes the sector will stay strong as the U.S. replenishes stock it lost due to the Ukraine War. He later goes over his stock picks. ======== Schwab Netw…

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EARNINGS ALERT: TEM 3:58

11h ago3:58

3:58

Tempus AI's (TEM) massive rally since its IPO last year took a step down with its latest earnings. The selling action after the company's miss is one George Tsilis attributes to a trend seen in small caps. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sch…

1
Balancing Portfolio Ahead of Correction, Expect Outperformance to Slow 6:42

13h ago6:42

6:42

Liz Ann Sonders with Charles Schwab tells investors to balance their portfolios. She predicts a market correction is coming, and the best way to weather it will be to invest in defensive sectors. Because of 2024's market gains, Liz Ann also tells investors to moderate expectations for 2025, believing returns won't meet the highs of last year. =====…

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Dan Deming’s 2025 Themes: Rotation, Mean Reversion, Equal Weight 5:45

13h ago5:45

5:45

Dan Deming thinks rotation and mean reversion are the themes of 2025. From a “defensive standpoint,” he’s focusing on sectors that have underperformed for the last few years. He covers bonds, gold, and the dollar – which he expects to fall. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar…

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NVDA's DeepSeek Earnings Risk, CRM Uncertainty & CAVA Closes Gap 11:50

13h ago11:50

11:50

Gareth Soloway says buyers are meeting substantial resistance, leading to potential of more selling action. He later turns to his analysis on specific stocks, including Nvidia (NVDA), which he thinks can give way after the A.I. giant's earnings. He also explains why Salesforce (CRM) can run either way while leaning bullish on Cava Group (CAVA). As …

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Selling Pressure Continues & Bearish Flows Ramp Up 5:09

12h ago5:09

5:09

Volatility returned to the market on Monday. The SPX opened higher before fluctuating throughout the day, which Kevin Green attributes to index technicals turning bearish. He warns today's mixed market can lead to more bearish action surrounding Tuesday's consumer confidence print. ======== Schwab Network ======== Empowering every investor and trad…

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Dutta: Don’t Use ‘Wait and See’ Market Strategy 10:03

13h ago10:03

10:03

Neil Dutta says “the key difference” between now and a few years ago is that people aren’t thinking about recession despite a slowing economy. He thinks that it’s a mistake to “wait and see” right now. The Fed has “put itself into a bind,” he adds – he thinks inflation will continue to moderate as housing costs cool off and the economy slows, espec…

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Swartz: NKE Can Return to Former Glory, ‘Undervalued’ Right Now 8:38

13h ago8:38

8:38

David Swartz reviews Nike’s (NKE) new corporate strategies, including a partnership with Kim Kardashian, saying the stock is “undervalued’ right now. His fair value estimate is $112/share. He likes new CEO Elliott Hill, saying he “has what it takes to get Nike back on track.” He also thinks Nike has an advantage in the athletic space because of its…

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HIMS Before Earnings: Blowout Quarter Ahead? 6:44

14h ago6:44

6:44

Hims & Hers (HIMS) reports earnings after the bell. Hilary Kramer expects a blowout quarter with a “just parabolic” move, but notes that legal issues could dampen the stock. Vance Howard emphasizes its advertising quality and says the company is well-positioned for individualized healthcare. They talk about what’s next for the company and the deman…

1
"Nervous" Investors Rotate Out of NVDA & Big Tech, Gold & RUT Bear Case 9:40

14h ago9:40

9:40

Chris Vermeulen warns investors to expect a "pretty big" market correction sometime this year. He believes correction concerns can be seen in a rotation out of Nvidia (NVDA) ahead of its earnings. Chris makes the bear case for gold by saying "most upside is done" for metals. Small caps are another corner of the market he thinks bulls should steer c…

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Options Corner: TSLA, MRVL, CMG 8:49

12h ago8:49

8:49

Today's Options Corner turns to names that all fell around 20% off their all-time highs: Tesla (TSLA), Marvell (MRVL) and Chipotle (CMG). Tom White takes investors through unusual options trade activity in these stocks and turns to the news behind the sentiment. ======== Schwab Network ======== Empowering every investor and trader, every market day…

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Dale: U.S. Growth Slowing Down Due to Policy Uncertainty 6:51

14h ago6:51

6:51

Darius Dale thinks we’ll be “in this choppy trade” for a while, but the market will eventually “break out to the upside.” He thinks the consumer has been “abnormal, in a positive way” by spending strongly despite deteriorating macro conditions. He focuses on slowdown in the U.S. economy and offers recent economic data to support his point. ========…

1
SMCI Approaches Deadline to Submit Financials 5:46

12h ago5:46

5:46

George Tsilis joins Next Gen Investing to discuss Supermicro (SMCI) as the company faces possible de-listing on the Nasdaq if it fails to submit its already delayed financial reports from the end of 2024. Shares are down more than 55% from all-time highs, but George points to the company's recent business update as a possible source for renewed inv…

1
Safety vs Innovation in A.I. Development 7:08

12h ago7:08

7:08

Alexandra Ebert says the A.I. ecosystem is moving from open-source collaboration to national competition. She talks about safety vs innovation, saying A.I. needs to “come out into the wild” before we will know how to regulate it. She is particularly excited about A.I. in healthcare and personal finance. ======== Schwab Network ======== Empowering e…

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Ca$htag$: Home Depot (HD) Seeing Cracks in the Foundation? 8:31

14h ago8:31

8:31

Likefolio covers consumer sentiment for Home Depot, noting less visits and less pro app users. However, Landon Swan notes that it is the off-season, the housing sector is difficult, and people are “putting off big-ticket items” – he adds that products worth $1K+ have seen a substantial drop in demand. ======== Schwab Network ======== Empowering eve…

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PLTR Pullback "Warranted," Weighing Bullish v. Bearish Sentiment 7:45

14h ago7:45

7:45

Palantir (PLTR) traded more than $30 under its all-time high on Monday after it just hit that milestone last week. Kevin Green notes that a pullback "may be warranted" given its astronomical run higher. However, Kevin makes the argument that he "wouldn't count the stock out," noting bullish trends keep the stock's momentum moving. ======== Schwab N…

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"Bullish" $200K Bitcoin Thesis, "Best Time in History" to Invest 6:52

14h ago6:52

6:52

Juan Leon and Jim Throne both say Bitcoin can reach $200,000 by the end of 2025. Juan believes more regulation clarity surrounding cryptocurrencies will be the key in ramping prices higher. Despite recent consolidation, Jim adds that improvements to blockchain technology increase efficiency and safety. ======== Schwab Network ======== Empowering ev…

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Dissecting Apple’s $500B U.S. Investment 7:20

16h ago7:20

7:20

James E. Demmert slices into Apple (AAPL), which announced a $500B U.S. investment, including an A.I. server factory in Texas and creating 20K jobs. James says that the takeaways are that tariffs work as a bargaining tool, driving companies to work within the country, and that Apple is committed to A.I. ======== Schwab Network ======== Empowering e…

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The Big 3: PLTR, ROKU, ZS 12:50

18h ago12:50

12:50

Prosper Trading Academy's Scott Bauer says Palantir (PLTR) is in "no man's land" as its sell-off continues. However, he notes the stock can become a "valuation play" once it builds up support levels. Scott later turns to Roku Inc. (ROKU) and ZScaler (ZS) while Rick Ducat analyzes the technical trends of all three companies. ======== Schwab Network …

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2 Bearish, 1 Bullish: GammaRoad’s Index Markers Flag Market Risk 6:21

18h ago6:21

6:21

Jordan Rizzuto introduces the MarketVector GammaRoad U.S. Equity Strategy Index, which is “designed to measure the favorability of the equity market at any point in time.” He says that the index is showing bearish consumer confidence and fundamental economic strength, creating a “much riskier market environment” characterized by higher volatility. …

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Options Trades: TSLA Update on FSD, MSFT Multi-month Lows 5:32

18h ago5:32

5:32

Shares of Tesla (TSLA) were volatile to begin the week as investors react to news that its Full-Self Driving (FSD) features will roll out in China. Meanwhile, Microsoft (MSFT) will reportedly cut back leases to its A.I. servers as shares fall to their lowest point since September of 2024. Kevin Hincks looks at example trading strategies for TSLA an…

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XOVR ETF Launches with SpaceX Top Holding 8:17

17h ago8:17

8:17

Eva Ados takes the long view on markets and says that many companies see the best returns while private. She discusses the launch of ERShares’ Entrepreneur Private-Public Crossover ETF (XOVR) to allow retail investors access to private markets, with top holdings including SpaceX and public heavyweights like Meta (META) and Nvidia (NVDA). She discus…

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Knuckman: "I Don't Think Intel is Dead," INTC's Upside Potential 4:21

18h ago4:21

4:21

Today's Morning Trade focuses on Intel (INTC), which Alan Knuckman believes has plenty of room to run. He thinks a new floor can be built into its stock price following recent optimism from the Trump administration on the U.S. becoming an A.I. leader. Alan offers an example options trade for the technology company. ======== Schwab Network ======== …

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DPZ's "Very Mixed Bag," Fast Casual "Threading the Needle" in Value 11:04

19h ago11:04

11:04

Domino's Pizza (DPZ) sunk following its latest earnings, which Dan Ahrens attributes to people weighing "value versus price" with other companies. He calls the fast casual space full of winners like Brinker (EAT) and Cava Group (CAVA). Dan's firm is avoiding "true fast food" due to fast casual finding the value "sweet spot." ======== Schwab Network…

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Bulls Aim to Retake 20-Day SMA, Risk Off in Dividend Outperformance 6:21

19h ago6:21

6:21

Markets opened green after a big sell-off closed last Friday's trading session. The goal for bulls, according to Kevin Green: recapturing the 20-Day SMA. Market breadth is in the bulls' favor, but price action momentum and MACD can build a bearish wall. High-dividend stocks recently outperformed, which Kevin attributes to signs of risk-off sentimen…

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TSLA's FSD Features in China, SMCI's Price Target Bump, BABA Sells & NKE Jumps 10:17

19h ago10:17

10:17

Reports of Tesla (TSLA) rolling out full self-driving features in China sent its stock higher this morning. Alibaba (BABA) sold off despite getting an upgrade from Morgan Stanley while Nike (NKE) leapt higher off its Jefferies upgrade. Supermicro (SMCI) got a bump in its price target from Goldman Sachs off optimism from Nvidia's (NVDA) Blackwell ch…

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AAPL's Bet on U.S., Berkshire Hathaway's All-Time High Cash Pile 7:44

19h ago7:44

7:44

Apple (AAPL) plans to invest $500 billion into United States expansion, which includes hiring 20,000 employees and building a new factory in Houston. Warren Buffett also noted an evolution to Berkshire Hathaway's (BRK/B) strategy as its cash pile grows. Jenny Horne talks about the sentiment behind both developing stories. ======== Schwab Network ==…

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European Markets Soar, China Trade Outlook & Tech "Hitting a Wall" 8:52

19h ago8:52

8:52

Mike Block says it's time for investors to look for opportunity outside of Big Tech, though it depends on the strength of international markets. He says European markets rallied where the U.S. has lagged. As for China, Mike believes it will be up to President Trump to establish stronger trade ties that will make Chinese markets more investable. He …

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Options Corner: HIMS Earnings Ahead 6:01

18h ago6:01

6:01

Hims & Hers Health (HIMS) had a volatile trading week ending with both a new 52-week high and a 18% drop. Rick Ducat examines the technical levels to track as investors prepare for the company's 4Q earnings report. Tom White looks at a bullish options trading example using a call butterfly strategy. ======== Schwab Network ======== Empowering every…

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Najarian: Quantum & Nuclear "Will Dominate the News" after NVDA Earnings 6:48

19h ago6:48

6:48

It's not an option to ignore Jon Najarian's insights on Nvidia (NVDA) ahead of earnings! The veteran trader joins Diane King Hall to dive deep into the semiconductor's upcoming report, concerns over DeepSeek A.I. capex spending, and what will be the next big thing after NVDA. Najarian says the markets will be range-bound until after earnings season…

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Polcari: DPZ Move "Overdone" and "Speaks to Anxiety in the Market" 7:06

19h ago7:06

7:06

Kenny Polcari takes a slice out of some recent consumer discretionary and staples earnings. Looking at Domino's Pizza (DPZ) he points to the overall consumer psyche as a possible reason for its recent weakness. Kenny points to inflation costs in energy, bird-flu shortages and a possible post-holiday spending "breather" as reasons for the perceived …

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AAPL to Invest $500B in U.S. & BABA Pours $52B into A.I. 8:06

20h ago8:06

8:06

Substantial investment totals into the A.I. space headline early Monday movers: Apple (AAPL) and Alibaba (BABA). Apple pledged half a trillion dollars in U.S. expansion plans, including A.I. and Silicon innovation. Meanwhile, Chinese company Alibaba — fresh off of 52-week highs — commits to spending $52B to ramp up its A.I. and Cloud infrastructure…

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Warren Buffett's Record Cash Pile and Tax Bill 4:10

20h ago4:10

4:10

Jenny Horne dives into the Oracle of Omaha's annual shareholder letter. 94-year-old Warren Buffett's Berkshire Hathaway (BRK/B) operating earnings rose 71% to $14.5B in its 4Q, while its tax payment in 2024 rose to $26.8B. Buffett's letter mapped out the famed investor's thoughts on U.S. stocks, current holdings like Apple (AAPL) and more. ========…

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Chart of the Day: Block (XYZ) 3:02

18h ago3:02

3:02

Rachel Dashiell’s Chart of the Day is Block (XYZ), where she sees an “umbrella shaped pattern” and is watching the support zone around $65-$68. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.a…

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Stock Market Morning Minute: NKE, AAPL, BABA 2:03

18h ago2:03

2:03

Nike (NKE) kicks off the week with an upgrade to a Buy. Apple (AAPL) commits to $500B in U.S. spending and investments. And, Alibaba (BABA) increases A.I. spending by $52B. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw…

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Serie Apostelgeschichte - # 26 - Teil 25 (23.02.2025) 59:59

2d ago59:59

59:59

Speaker: Pastor Rande Loucks

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Stock Market This Week: PLTR Plunges, WMT Sells, AAPL Gains 2:42

4d ago2:42

2:42

Mass selling action on Friday plunged markets into the red on a shortened holiday week, with the RUT now in negative territory for 2025. Palantir (PLTR) shed a piece of its gargantuan rally as the Trump administration eyes defense budget cuts. Walmart (WMT) signaled inflationary pressures in its 2026 outlook, triggering its own sell-off. One compan…

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AMPL CFO on Using A.I. to Connect With Customers 5:10

4d ago5:10

5:10

Andrew Casey, CFO of Amplitude (AMPL), introduces the company and breaks down its 4Q earnings. He talks about how Amplitude helps other companies gain an understanding of their customers using A.I. and surveys. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:…

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Overlooked Stock: HIMS 5:54

4d ago5:54

5:54

Hims & Hers Health (HIMS) sold off most of its massive rally today that it got over the last couple weeks. George Tsilis points out that the FDA no longer sees shortages of Novo Nordisk's (NVO) Ozempic and Wegovy weight loss drugs. Hims & Hers creates a similar product, but George says there's more to the selling action when you turn to its earning…

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International Stocks "Haven" in Trade War, Treasury v. Inflation 5:37

4d ago5:37

5:37

U.S. stocks are being outperformed by international companies so far in 2025, according to Charles Schwab's Michelle Gibley. However, that could change if President Trump enacts tariffs on European goods. As for inflation, Collin Martin is keeping an eye on its treasury yield impact. He says sticky inflation paired with more tariffs can pivot the F…

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Reviewing the Week in Commodities 6:55

4d ago6:55

6:55

Phil Streible reviews the week in commodity markets. He thinks the drop in markets is “profit-taking” rather than the beginning of a bear trend. He thinks 2900 is a “psychological” level of support in gold and dropping below it could take the metal back to a neutral trend. He also looks at crude, which is around the $70 level. ======== Schwab Netwo…

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SAIL CEO on Return to Public Markets, Identity Security & A.I. 10:36

4d ago10:36

10:36

SailPoint (SAIL) returns to the public markets for a second time – CEO Mark McClain shares why now is the right time to re-debut after going private in 2022. He says their first outing was a “good run”, and that they use the time in the private markets to restructure more easily. But, he says, the “market backdrop” made it appealing to re-list. He …

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FIVN CEO on Earnings, Using A.I. in Virtual Contact Centers 8:50

4d ago8:50

8:50

Combining customer service and A.I. is something Five9 (FIVN) does to improve customer relations and help companies drive profits higher. CEO Mike Burkland says his company saw success of that in its latest earnings. He joins Caroline Woods to discuss the numbers and talk about the ways Five9 uses A.I. technology in its services. ======== Schwab Ne…

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Kirsch: "Skittish" Market Back to "Macro Story," Brace for Correction 11:18

4d ago11:18

11:18

Selling action in momentum-driven stocks have leaked into the broader market, something that Danny Kirsch believes can be the start of "something bigger" to the downside. With earnings season about to close and a lack of positive headlines on the horizon, Danny thinks a moderate correction is ahead. He says investors can make defensive trades in ut…

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Tech Corner: SMCI 5:29

4d ago5:29

5:29

As investors await the latest financial reports from Supermicro (SMCI), George Tsilis provides a deep-dive into the company's business. SMCI has until Feb. 25 to file delayed 10-K reports from the previous fiscal year and quarter. George digs into the recent stock pop and its partnership with Nvidia (NVDA) which is fueling investor interest in SMCI…

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February Consumer Sentiment ‘Pretty Bad’, Inflation Concerns High 6:16

4d ago6:16

6:16

Eddie Yoon and Mike Mussio look at the February Consumer Sentiment report. Eddie cites concern about the job market for the lower-than-expected number. Mike calls it a “pretty bad print” and thinks demand may have been pulled forward in the holiday season because of the threat of tariffs. ======== Schwab Network ======== Empowering every investor a…

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Flushing Financial (FFIC) CEO on 4Q, Office Real Estate Exposure & NYC Footprint 10:30

4d ago10:30

10:30

John Buran, CEO of Flushing Financial (FFIC), discusses their 4Q, dividend, and the company outlook. “Business is improving” in the community banking sector since rates have lowered, he says. John notes Flushing has limited exposure to office real estate, which is still struggling. He also describes their geographic footprint in NYC. ======== Schwa…

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Quality Key in Volatile Market, NFLX & DXCM Value Plays 8:04

4d ago8:04

8:04

Friday's trading session showed weakness is possible in the current market, and Lisa Schreiber says investors need to turn to quality in a time of volatility. Lisa expects the U.S. economy to bolster strength but suggests investors bring an "umbrella' to protect their portfolios. She discusses her strategies and top stock picks, including Netflix (…

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NVDA Could Go "Significantly Higher," Dip-Buying Market Plays 5:58

4d ago5:58

5:58

Eddie Ghabour returns to the Watch List to talk about investing in a volatile market. He points to ETFs as alternatives to gaining exposure in big names like Tesla (TSLA), Amazon (AMZN) and JPMorgan Chase (JPM). With Nvidia's (NVDA) earnings about to take center stage, Eddie thinks the company can run "significantly higher" if it tackles DeepSeek w…

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