Los mejores podcasts de Schwab (2025)

1
Stock Market Morning Minute: SMCI, CART, NVDA 2:02

18m ago2:02

2:02

Supermicro (SMCI) soars after it files delayed financial reports. Instacart (CART) falls after earnings fall short of expectations. And, Nvidia (NVDA) earnings are on deck, with investors eyeing updates on Blackwell chips. Tom White runs through this morning's biggest stock movers. ======== Schwab Network ======== Empowering every investor and trad…

1
Chart of the Day: LOW 2:53

18m ago2:53

2:53

Rachel Dashiell has constructed a couple of charts for Lowe's (LOW) to keep an eye on. She points to $243 as a near-term support line, but for the longer-term picture she sees a structural uptrend since Oct. 2023. Rachel does call out the weekly candle close as a key technical trend to watch into week's end. ======== Schwab Network ======== Empower…

1
Stock Market Today: BTC & TSLA Plunge, HD Rallies, NVDA Readies for Earnings 2:18

16h ago2:18

2:18

Red arrows continue to plague the market ahead of Nvidia's (NVDA) earnings. Bitcoin sunk to levels below $90,000 for the first time in months, as did Tesla (TSLA) when European sales crashed year-over-year. However, Home Depot (HD) built its own rally despite all of the red on Wall Street. Caroline Woods turns to the day's biggest stories ahead of …

1
Dissecting Selloff: WMT, NVDA, MSTR Tell Story 4:07

16h ago4:07

4:07

This pullback in stocks is a mild growth scare that's as much about the unfulfilled promises of a handful of expensive companies as it is the underlying economy, says OJ Renick in today's Risk Radar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet…

1
EARNINGS ALERT: FSLR 4:32

16h ago4:32

4:32

First Solar (FSLR) trading was volatile following its latest earnings after the closing bell. George Tsilis notes DOGE as an institution pinning pressure on the stock, though he argues its valuation remains attractive to investors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut…

1
EARNINGS ALERT: WDAY, INTU, CAVA, CART 13:23

16h ago13:23

13:23

As the SPX losing streak extends to 4 days, Kevin Green says "getting off the lows of the session is a win" and thinks a counter-trend rally could be in the cards tomorrow. Caroline Woods joins Kevin and Oliver Renick for reaction to Workday (WDAY) earnings following a better-than-expected report and an upbeat outlook. Intuit (INTU) follows suit wi…

1
European Growth Accelerating, U.S. Eyes GDP, PCE This Week 7:13

16h ago7:13

7:13

Charles Schwab's Michelle Gibley says European markets are seeing more robust growth compared to the states. Valuations are one key she believes unlocked the drive up. In yields, Cooper Howard says he won't be surprised to see a move higher following Wednesday's GDP print and Friday's PCE report. ======== Schwab Network ======== Empowering every in…

1
SPX Futures Test 100-Day SMA, Volume & Breadth's Technical Support 7:58

17h ago7:58

7:58

A hammer candle could be the key to smashing bearish SPX sentiment, according to Kevin Green. He looks back to several months of technical history in the index to show how today's market action can highlight a bullish reversal. Kevin later notes volatility is back at seasonal levels and can last into next month. ======== Schwab Network ======== Emp…

1
If Tech Falters, What’s Next? 5:52

17h ago5:52

5:52

Max Cabasso argues that the market now is the inverse of 2022-2023. If tech stops leading, he says other sectors will need to step up or risk recession. He previews NVDA earnings tomorrow and talks about expectations for the “A.I. ecosystem.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M…

1
Combining Bitcoin & Stocks: Exposing Portfolios to Crypto and the SPX 6:07

17h ago6:07

6:07

Bitcoin's plunge on Tuesday paired with the Bybit hack generated questions around crypto security. Mike Willis with OneFund says instability is the reason why his firm made the Cyber Hornet S&P 500 Bitcoin Strategy ETF (ZZZ), which combines crypto with stocks. Mike discusses how it can be a play around Bitcoin's evolution while keeping portfolios t…

1
David Ellison’s Picks: V, MA, JPM, WFC, C 8:09

17h ago8:09

8:09

David Ellison says the reason why rates fall matters – especially if due to a recession. However, the banks he’s talked to don’t seem concerned about the economy, though he thinks big banks have the advantage over regionals. He likes Visa (V), Mastercard (MA), JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C). “The smaller you get, the more you …

1
Options Corner: NVDA, TSM, PYPL 9:55

17h ago9:55

9:55

Nvidia (NVDA) earnings drop tomorrow after the close, and Tom White found an unusual bullish options trade heading into the report. However, he notes another trade that leans bearish in TSMC (TSM). As for PayPal (PYPL), Tom explains that reaffirmed guidance helped bullish options sentiment for the company. ======== Schwab Network ======== Empowerin…

1
Weak Consumer Confidence "Goes Both Ways" for Markets 7:57

17h ago7:57

7:57

Stephanie Guichard says it's easy for pessimism to prevail following today's consumer confidence report. However, she says there's good sentiment buried in it that investors missed. Jessica Kriegel believes the biggest drag on trading today comes from uncertainty around the economic outlook. Clarity around a policy roadmap will offer more green lig…

1
Emphasizing Diversity in Market Portfolios 5:58

17h ago5:58

5:58

Mindy McIntosh isn’t worried that the market will crash, citing continued consumer spending. She says investors need to take a look at how “taxable” their assets are, as well as how widely they are diversified, including alternatives like real estate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe…

1
Hubbard: Housing Supply is Everything 7:46

17h ago7:46

7:46

After several economic reports on housing this week, Katie Hubbard breaks down the takeaways. She notes that prices are staying high, with New York the worst of the lot for housing expenses. She says this trend will continue until we resolve the “supply crisis.” She also doesn’t expect mortgage rates to fall below 6% this year or possibly next. ===…

1
Ca$htag$: CAVA Trading at Premium Before Earnings 9:33

17h ago9:33

9:33

Likefolio’s Landon Swan covers consumer sentiment data on Cava (CAVA), which reports earnings after the bell. “They’re right in the sweet spot” for the “health-conscious, wealthier consumer,” but the stock is “really high,” he says. He looks at monthly app users, web traffic, and other sources to compare Cava to competitors. ======== Schwab Network…

1
TSLA Falls Back to $300, Car Sales Sink 7:17

18h ago7:17

7:17

Tesla (TSLA) is more than 35% off its all-time high that it tapped last December. It's the first time Tesla retreated to a market cap below $1 trillion since November. Caroline Woods says sales in the United Kingdom and Europe are just one sign of weakness. She notes investors turning bearish on the company as Trumphoria sentiment fades. ======== S…

1
AMZN "Victim of Own Success," A.I. Advancements Take Focus 10:33

18h ago10:33

10:33

Amazon (AMZN) will hold its devices event Wednesday that is likely to center around Alexa. Josh Ketter with Spreetail expects to see an upgrade to Alexa among other hardware devices, though he'll watch for any A.I. advancements the company is planning. He claims Amazon is overdue on delivering Gen A.I. promises that can propel investor sentiment hi…

1
Options Trades: AAPL's U.S. Investment & PLTR's Plunge from All-Time High 5:18

18h ago5:18

5:18

A market reversal has taken shape for Apple (AAPL), now on a multi-session winning streak as it plans to invest $500 billion into U.S. A.I. infrastructure. Meanwhile, Palantir (PLTR) plunged more than 30% off its all-time high. Kevin Hincks looks at today's example options trades. ======== Schwab Network ======== Empowering every investor and trade…

1
Home Depot (HD) "Doing Everything They Can in a Difficult Market" 5:49

20h ago5:49

5:49

The housing market has struggled, and Home Depot (HD) shared that sentiment in its latest earnings. Eric Clark notes the company's execution story builds the foundation for future growth despite headwinds. Joseph Feldman believes more demand in high-price orders will rejuvenate the stock. Both later measure Home Depot's standing against Lowe's (LOW…

1
Big Tech & You: Dealing With The Unknowns 8:39

20h ago8:39

8:39

Brad Klapmeyer talks big tech and your portfolio. He says A.I. has so many unknowns it makes it difficult for active managers to analyze the risk and opportunity. He discusses Macquarie’s Focused Large Growth ETF (LRGG), which was launched last year, and why investors might be interested in it. ======== Schwab Network ======== Empowering every inve…

1
Steven Orr on Value Plays & Buying the Dips 7:58

21h ago7:58

7:58

Steven Orr: “I want to see these sell offs so I can buy more!” He thinks there’s “lots of value plays” out there, including DNUT and NKE. “You’ve got to get back to basics,” looking at P/E ratios and fundamentals, he adds. In the Mag 7, he likes GOOGL as a value play and an A.I. play. He’s also long NVDA through earnings. ======== Schwab Network ==…

1
The Big 3: AAPL, CSCO, COST 13:22

21h ago13:22

13:22

Apple (AAPL) is back in the headlines following its $500 billion pledge to bolster America's A.I. infrastructure. Jessica Inskip says there's another section of Apple's revenue stream investors should pay attention to: communications and services. She later turns to bullish indicators behind Cisco (CSCO) and Costco (COST). Rick Ducat weighs the bea…

1
ELAN CEO on Bird Flu Vaccine for Cattle, Recent Earnings 7:51

22h ago7:51

7:51

Jeffrey Simmons, CEO of Elanco (ELAN), discusses their latest quarter as the stock hits a 52-week low after earnings. He also talks about their new partnership with Medgene for a bird flu vaccine for cattle, which is in the final stages of USDA approval. He adds that they sold their aqua business to pay down debt, and says the “quality of growth” o…

1
Can CAVA's "Value Proposition" Reverse Selling Action? 8:39

22h ago8:39

8:39

Caroline Woods notes Cava Group's (CAVA) strong year-over-year growth, but its valuation has ballooned despite its massive sell-off over recent days. She weighs whether "well-being conscience" consumers will be enough to restore well-being for price action. Tim Biggam joins to offer a bullish perspective and an example options trade for Cava. Check…

1
Options Trades in CART & DASH Ahead of CART Earnings 7:57

23h ago7:57

7:57

Maplebear (CART), Instacart's parent company, reports earnings after the closing bell. Arun Sundaram talks about what the company needs to wheel in an earnings win. Tom White turns to example options trades in Maplebear and Doordash (DASH). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar…

1
HIMS Trims, ZM's Guidance Glitch & PYPL Reaffirms Guidance 10:44

23h ago10:44

10:44

Hims & Hers (HIMS) sold off after earnings with uncertainty surrounding outlook for its weight loss drug. Zoom Communications (ZM) also returned some strength with its weaker guidance, while PayPal (PYPL) initially popped after reaffirming its outlook until those gains faded. Krispy Kreme (DNUT) also took a bite out of its stock price following ear…

1
High Yield Credit Spreads Key Indicator for Equity Volatility 7:44

23h ago7:44

7:44

Investors hope to have a green day following multiple sessions of aggressive selling. Kevin Green says bulls needs to reclaim both the 20-day and 50-day SMA in the SPX to establish confidence. On volatility, he measures how the VIX impacts high-yield credit spreads. ======== Schwab Network ======== Empowering every investor and trader, every market…

1
Europe Defense Spending Ignites Economic Competition with U.S. 9:12

23h ago9:12

9:12

Jeffrey Kleintop says that this is the year “we get some separation” between international equities and the SPX. He notes that European defense stocks are benefitting from the U.S.’s recent policy actions. He thinks Europe may outperform the U.S. this year and looks at the longer-term comparison as well. ======== Schwab Network ======== Empowering …

1
Options Corner: CAVA Earnings On the Menu 6:08

23h ago6:08

6:08

Ahead of Cava Group (CAVA) reporting its latest quarterly figures, Rick Ducat examines technical resistance and support areas on the chart. Then, Tom White looks at a neutral to bullish example trading strategy using a short put vertical. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke…

1
Overnight Trading Volume Growing: Hyndman on 24-Hour Trading Day 5:55

23h ago5:55

5:55

Brian Hyndman discusses the 24-hour trading cycle, whether trading domestically or internationally, and what types of investors the longer hours appeal to. He notes that overnight activity comes primarily from retail investors, but larger institutional customers are becoming interested. “Liquidity is king,” he says, and liquidity is still lower whi…

1
Long-Term Bullish Case for HIMS: GLP-1 Focus “Short Sighted” 5:34

23h ago5:34

5:34

Raul Shah breaks down Hims & Hers (HIMS) after earnings, calling analysts focusing on GLP-1s “short sighted.” He points out its cash flow, lack of debt, acquisitions, and says that people need to be thinking in terms of years for this stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma…

1
Bitcoin Concerns, SPX Upside to '$6030' & HIMS Sinks 8:27

23h ago8:27

8:27

As Bitcoin (/BTC) falls to 3-month lows, Kevin Green points to fundamental factors that are weighing on its price activity. He says the technical setup indicates possible selling pressure remains for popular crypto asset. Kevin also says the macro volatility is in-line with seasonal trends and typical profit-taking patterns at this point on the cal…

1
Chart of the Day: COIN Bulls Stepping In? 3:05

23h ago3:05

3:05

Ben Watson’s Chart of the Day is Coinbase (COIN). He looks at the short and long term and points out potential bull activity, as well as support and resistance levels to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Down…

1
HD Tops Earnings Estimates, Guidance Weaker Than Anticipated 4:22

23h ago4:22

4:22

Shares of Home Depot (HD) were choppy after reporting better than expected earnings. Jenny Horne dives into the numbers, which revealed a top and bottom line beat. Home Depot plans to raise its quarterly dividend by 2.2% to $2.30 per share, but did provide FY25 guidance that fell below Wall Street estimates. ======== Schwab Network ======== Empower…

1
Stock Market Morning Minute: HD, PLTR, XYZ 2:03

23h ago2:03

2:03

Home Depot (HD) beats top and bottom line in its latest earnings report. Palantir (PLTR) continues to slide from last week's highs. And, Block (XYZ) faces Wall Street analyst activity following its earnings. Tom White runs through the morning's movers to monitor. ======== Schwab Network ======== Empowering every investor and trader, every market da…

1
Stock Market Today: AAPL's $500B USA Expansion, PLTR Taps $90, BABA & NKE Upgrades 2:26

1d 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…

1
What PLTR's Sell-Off Means for Military & Defense Stocks 6:33

1d 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…

1
EARNINGS ALERT: TEM 3:58

1d 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

1d 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. =====…

1
Dan Deming’s 2025 Themes: Rotation, Mean Reversion, Equal Weight 5:45

1d 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…

1
NVDA's DeepSeek Earnings Risk, CRM Uncertainty & CAVA Closes Gap 11:50

1d 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 …

1
Selling Pressure Continues & Bearish Flows Ramp Up 5:09

1d 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…

1
Dutta: Don’t Use ‘Wait and See’ Market Strategy 10:03

1d 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…

1
Swartz: NKE Can Return to Former Glory, ‘Undervalued’ Right Now 8:38

1d 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…

1
HIMS Before Earnings: Blowout Quarter Ahead? 6:44

1d 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

1d 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…

1
Options Corner: TSLA, MRVL, CMG 8:49

1d 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…

1
Dale: U.S. Growth Slowing Down Due to Policy Uncertainty 6:51

1d 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

1d 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…

Podcasts que vale la pena escuchar

Podcasts de Schwab

Podcasts que vale la pena escuchar

Guia de referencia rapida