Best Aapl Podcasts (2025)

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Overlooked Stock: MP Rallies 20% on AAPL Deal 5:46

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2d ago5:46

5:46

MP Materials (MP) is up an astounding 500% over the last year thanks to multiple deals propelling the stock higher. It first got a deal from the U.S. Department of Defense, and now has a $500 million partnership with Apple (AAPL). Charles Schwab's Ben Watson talks about why it is so important to MP Materials. ======== Schwab Network ======== Empowe…

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PEP Earnings 'Less Bad Than Expected,' 'Ozempic Effect' Cuts Into Profits 7:39

26m ago7:39

7:39

PepsiCo (PEP) rallied on today's earnings, with Alexis Browne Roberts noting a "surprisingly resilient" consumer lifting the numbers. However, she still wouldn't buy the stock even after today's report, giving the case that today's earnings were only "less bad" than it could have been. Dale Smothers still sees the stock as a strong dividend play. O…

1
The Big 3: SMH, XLK, XLI 13:07

2h ago13:07

13:07

Jason Brown turns to ETFs on today's Big 3. He points to the Technology Select Sector SPDR ETF (XLK) as a way investors can capitalize on tech's broad bull run. He has a similar approach for the VanEck Semiconductor ETF (SMH) and sees the Select Sector Industrial SPDR ETF (XLI) continuing its run higher. Rick Ducat gives investors insight into the …

1
OptionsPlay: XYZ "Undervalued" with Crypto & Fundamental Growth Drivers 6:18

2h ago6:18

6:18

Tony Zhang believes Block (XYZ) is a stock many investors need on their radar. He considers the company "undervalued" since taking a beating after its first quarter earnings. Tony points to Block's exposure to crypto holding lots of value, adding that its fundamentals remain strong without taking crypto into account. ======== Schwab Network =======…

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NFLX Earnings & Options Trade: Ads & Live Events Take Command 7:52

3h ago7:52

7:52

Netflix (NFLX) reports earnings after the close on Thursday, and Sam Vadas expects a volatile reaction after hours. She talks about why advertising and live events will draw investor interest and shows how bullish analysts are heading into the report. Joe Tigay expects a "subtle fade" on earnings and offers an example options trade for the streamin…

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"The A.I. Trade is Hot:" TSM Earnings Strong, NVDA Restrictions Lift Bullish for Tech 13:34

3h ago13:34

13:34

TSMC (TSM) posted earnings that wowed investors, as well as Cory Johnson, noting the company's 28% quarter-over-quarter growth as stellar. The company's reach in Mag 7 corporations like Apple (AAPL) and Nvidia (NVDA) is why he attributes TSMC as being "one of the most important companies in the world." Cory also talks about the U.S. lifting chip ex…

1
SPX "Very Comfortably" in Range, NFLX Earnings "Barometer" for Investors 5:54

3h ago5:54

5:54

Alex Coffey turns to the options front in the SPX, which he says has been trading in a clear range throughout the week. He talks about how headlines on Jerome Powell and President Trump shook up Wednesday's run higher. On Netflix (NFLX), Alex calls the streaming giant the "number one player" in digital media. He believes Thursday's earnings will se…

1
GE Pulls Back on Strong Earnings, PEP Rallies, SBUX Downgrade 11:27

3h ago11:27

11:27

GE Aerospace (GE) sold off after the opening bell despite initially trading higher on strong earnings and raising its full-year outlook. PepsiCo (PEP) rallied to a 3-month high even though its net income is down and demand continues to show signs of weakness. Jefferies turns into a bear on Starbucks (SBUX) with a downgrade to underperform from hold…

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Powell "Test" on Markets, Watch "Under the Surface" Inflation Data 8:06

3h ago8:06

8:06

Investors spoke loud and clear during yesterday's trading session when headlines of President Trump firing Fed chair Jerome Powell hit the wire. Trump denied those reports, but Charles Schwab's Liz Ann Sonders talks about how it proves that markets see Jerome Powell as a positive influence. Liz Ann turns to the inflation picture and talks about the…

1
Steady Earnings & Better-Than-Expected Retail Sales Show Strong Consumer 6:21

3h ago6:21

6:21

Kevin Hincks reports from the Cboe Global Markets to break down the biggest stories of the premarket price action. He says the latest round of earnings continue to show resilience in uncertainty with highs bars being held and low bars being jumped. Retail sales also showed better-than-expected results, which Kevin attributes to a still-strong consu…

1
Genter: 'Good Situation for Moderate Growth' 6:13

3h ago6:13

6:13

Dan Genter joins Diane King Hall at the NYSE set with his broader macroeconomic forecast for the year ahead. He believes 2 rate cuts are coming and says "we're in a good situation for moderate growth." In terms of valuation, he thinks it will be difficult to expand beyond a 21x P/E. Dan says employment is a strong tailwind right now, and says the o…

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Options Corner: NFLX Earnings 5:18

3h ago5:18

5:18

Netflix (NFLX) shares have soared higher in 2025, outperforming the broader communications sector. Rick Ducat assesses the chart formations in the streaming giant's stock as it hit all-time highs in June. Later, Tom White adds that implied volatility levels are "elevated" ahead of its earnings report with a roughly 5-6% move expected after its rele…

1
O'Shea: GENIUS Act "Most Important" Legislative Effort in Crypto 4:56

3h ago4:56

4:56

Gerry O'Shea believes the crypto bills being debated in Congress could provide an on-ramp for millions of crypto users. He addresses the GENIUS Act's importance to not only adoption, but regulation. Gerry says he's not surprised by the back-and-forth nature of debating the bill's details, but believes this is an "apolitical technology." ======== Sc…

1
Trump v. Powell: "The Markets Have Spoken" 8:51

3h ago8:51

8:51

Sam Vadas and Diane King Hall look at yesterday's market swings on the back-and-forth headlines surrounding Jerome Powell's future. Sam points to not only equity response, but highlights the move in yields as a key indicator that didn't favor an abrupt change in central bank leadership. Later, Sam examines earnings reaction from TSMC (TSM) and Unit…

1
Chart of the Day: NVDA Rally 3:11

3h ago3:11

3:11

Nvidia (NVDA) CEO Jensen Huang visits China as shares reach new all-time highs and become the first company to surpass a $4 Trillion valuation. Ben Watson provides the chart patterns' insights pointing to the $173 level as upward resistance that has been continually tested in the short term. On a 1-year chart, he points to NVDA's April low and stea…

1
Holmes: Stablecoins Going Global, Bitcoin to $500K ‘by Christmas’ 7:48

1h ago7:48

7:48

Frank Holmes gives his outlook for crypto in the second half of 2025, and how “Crypto Week” on the Hill is shaping up. He calls the legislative process “phenomenal” so far. “Government policies are a precursor to change…the GENIUS Act is going to usher in stablecoins globally.” He says we are in a “supercycle” of crypto just like we are in A.I. Fra…

1
Crypto Corner: Bitcoin All-Time High, Crypto Legislation Hiccups 11:59

2h ago11:59

11:59

"Crypto Week" started with Bitcoin (/BTC) rising to new all-time highs, but Tuesday painted a different picture for crypto investors as legislative efforts stalled in Congress. Jenny Horne and Nate Peterson provide the mid-week insights as the GENIUS and CLARITY Acts are debated in DC. Nate also points to the Relative Strength Index trends taking p…

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Stock Market Today: ASML Sells, RGTI Surges, UAL Lowers Guidance 2:08

2h ago2:08

2:08

Headlines denied by President Trump of him firing Fed chair Jerome Powell ignited volatility on today's session that ended with stocks higher. ASML Holding (ASML) was not one of them after the company's CEO warned that there could be a lack of growth for 2026. However, Rigetti Computing (RGTI) drew lots of bulls to the stock after unveiling signifi…

1
UAL Earnings Miss: Nelson Sees Long-Term A.I. Potential 6:52

21h ago6:52

6:52

David Nelson breaks down United Airlines' (UAL) earnings report and explains why the stock is trading lower. Nelson attributes the miss to various factors beyond the company's control, including fuel costs, geopolitical events, and aircraft delivery delays. However, he remains optimistic about the long-term potential of the airline industry, partic…

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Overlooked Stock: GPN Rallies on Elliott Management Stake 4:23

21h ago4:23

4:23

Global Payments (GPN) rallied after Elliott Management revealed it took a stake in the company for an undisclosed amount. Charles Schwab's Ben Watson takes a look at the resistance the stock could break if the uptrend continues and weighs how far the rally can run. ======== Schwab Network ======== Empowering every investor and trader, every market …

1
Earnings & Inflation Stay Steady, Watch for Tariff Impact on Bottom Line 8:05

3h ago8:05

8:05

"So far, so good." Charles Schwab's Nathan Peterson points out the start of earnings season as bullish for market momentum. However, tariffs remain top of mind, with Nathan noting the 50% tariff on copper as a risk to markets and American wallets. Nathan believes President Trump is testing economic strength by seeing how much revenue tariffs can cr…

1
Deming: Market Won’t React Well to Firing Powell 6:31

3h ago6:31

6:31

Dan Deming reviews moves in the commodities and bonds markets, particularly after the back-and-forth news around Trump and Fed Chair Powell. “Yields are reacting really more to the data now,” Dan says. “It looks like the economy is moving forward.” He doesn’t think the market would react well to Powell being fired in the short or longer term. He al…

1
JNJ Technicals & Takeaways After Earnings, Healthcare Reaching Key Levels 5:14

3h ago5:14

5:14

Johnson & Johnson (JNJ) shares popped after earnings that showed strength for the healthcare company. Rick Ducat dives into the stock chart to highlight how Johnson & Johnson is tapping a notable resistance level backed by bullish signals. It's a much different chart compared to the healthcare sector, and as Rick shows, it's reaching a make or brea…

1
TSM Hits All-Time High Ahead of Earnings, Needs "Blowout Quarter" to Rally 9:30

3h ago9:30

9:30

Olivier Blanchard believes TSMC (TSM) has more room to move to the upside with its earnings Thursday morning. He expects a "continuation of what we've already seen" with A.I. growth, especially through customers like Nvidia (NVDA) and Apple (AAPL). Jay Woods adds that "this stock has been crushing it" when it comes to stock momentum. However, he ma…

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NVDA Leading "New Industrial Revolution," Cruises to Continue Bullish Momentum 9:22

22h ago9:22

9:22

Ivan Feinseth argues there's "nothing but tailwinds" for Nvidia (NVDA). He says "it's all Nvidia, all the time," pointing to the company's charge in creating A.I. chips for the infrastructure buildout. He names other Mag 7 companies and Oracle (ORCL) as rising stars in the A.I. race. He's also bullish on a completely different industry: cruise line…

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Meegan: A.I. & Energy Seeing Flows, Retail & Real Estate Cooling 5:33

3h ago5:33

5:33

Brian Meegan follows capital flows around the market and sees A.I. and energy heating up while retail and real estate are cooling. He expects the energy demand story to take years to play out because of the time it takes to build infrastructure. “There’s a lot of money to be made” in that industry and in health care. He also discusses how uncertain…

1
Balancing Bullishness: 3Q Earnings, Case for 6,500 SPX & "Barbell" Portfolio Approach 8:06

11h ago8:06

8:06

Lowered or cut guidance from companies over tariff concerns offered a low bar to last quarter's earnings season, but Art Hogan notes that could be a challenge this time around. That said, he sees earnings being a positive catalyst and makes the case for the SPX to reach 6,500 by year's end. Art suggests investors balance Mag 7 stocks with rising se…

1
RGTI Rallies 30% Amid Quantum Computing Breakthrough 4:13

22h ago4:13

4:13

Rigetti Computing (RGTI) makes a quantum leap. The company announced that its 36-qubit quantum computer system reduced error rates in half. As the race for processing power intensifies, Sam Vadas talks about why Rigetti has become a name in the quantum space many are watching. ======== Schwab Network ======== Empowering every investor and trader, e…

1
What ASML Headwinds Mean for A.I. Race as Stock Sells Off 5:31

22h ago5:31

5:31

Marley Kayden analyzes ASML Holding's (ASML) sell-off sparked by narrower FY2025 guidance and lack of confidence on 2026 outlook from the CEO. However, the company still beat on earnings. Marley talks more on the ripple effect across the A.I. industry and whether it will create issues for giants like Nvidia (NVDA), TSMC (TSM) and AMD Inc. (AMD). ==…

1
Ca$htag$: Pepsico (PEP) Squarely in GLP-1 Crosshairs 9:34

3h ago9:34

9:34

Likefolio’s Andy Swan talks Pepsico (PEP). With GLP-1s “taking the world by storm,” Andy argues, creating a structural and “profound” shift in consumer behavior. Pepsi’s core products are squarely in the crosshairs. “It might be time to start betting against the American eater.” ======== Schwab Network ======== Empowering every investor and trader,…

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The Big 3: TSM, EWZ, LULU 12:33

1d ago12:33

12:33

TheoTrade's Don Kaufman is a bull when it comes to TSMC (TSM). He sees the stock running up to $250 at the end of the week on expectations of a strong report, with ASML Holding (ASML) being the only wrench in his thesis. However, he has bearish outlooks on the iShares MSCI Brazil ETF (EWZ) and Lululemon (LULU). Don offers example options trades for…

1
Retail Options Trading Hits Records 7:53

7h ago7:53

7:53

Henry Schwartz from Cboe is tracking retail broker trading, which he says has skyrocketed this year. April 4 was the busiest day ever for option volume. He attributes the boom to volatility spiking around ‘Liberation Day’ and short-dated trading strategies, with retail traders driving most of single-stock contracts. He notes that volume is very con…

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Previewing UAL Earnings: Softness in the Main Cabin? 6:55

7h ago6:55

6:55

Jarret Bilous and Sean Cudahy preview United Airlines (UAL) earnings. Jarret thinks fears have eased around the airlines since April tariff announcements. Sean expects UAL’s report to look a lot like Delta’s (DAL) last week. “The big question here is, how much softness does United see in the main cabin?” Sean asks. Jarret notes that “at a really hi…

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Tuchman: Market Filled with "Buyers of Intent," Shows Resilience in Uncertainty 6:49

8h ago6:49

6:49

Peter Tuchman, the Einstein of Wall Street, returns to Trading 360 to break down the recent moves he's seen on the NYSE floor. He says "churning" is a good thing right now, pointing out that volume signals confidence in the bull market. Peter believes earnings "are the life blood" of this market and have shown tariff resilience through companies th…

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Asbury 6 Still Bullish, But ‘Sizeable Correction’ Possible Before September 8:39

8h ago8:39

8:39

John Kosar updates Schwab Network on the Asbury 6 indicators. Although all 6 are green on his chart, “Overnight, coming into today, one of them turned red.” Another two are teetering on the edge. Still, he adds, “Until further notice, we’re bullish.” He emphasizes the importance of looking at underlying market fundamentals and not the overall noise…

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"High Bar" from DAL Poses Challenge to UAL Earnings 8:03

8h ago8:03

8:03

Last week, Delta Airlines (DAL) flew off the earnings runway and saw one of the biggest rallies on the week. Now, with United Airlines (UAL) reporting after the close, Sam Vadas talks about why the bar is high for the company and talks about its potential to rally. Prosper Trading Academy's Scott Bauer considers United a "best in class" stock. He g…

1
KMI Earnings After the Close, SLB & HAL "Value Plays" & Energy Options Trades 12:57

8h ago12:57

12:57

Stewart Glickman gives investors his "big picture" view on the energy sector. He touches on Kinder Morgan (KMI) ahead of the company's earnings after Wednesday's closing bell and explains why it holds more value than many realize. Stewart also notes SLB (SLB) and Halliburton (HAL) as "value plays" in the energy space. Tom White turns to example opt…

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PLTR Price Target Boost, GS Gains While MS Slides 8:51

8h ago8:51

8:51

Mizuho sees A.I. trends benefitting Palantir (PLTR). Diane King Hall turns to the firm's price target raise for the rising software company, though the target remains below Palantir's current stock price. Big banks continued to paint a mixed picture for finance as Goldman Sachs (GS) traded higher while Morgan Stanley (MS) moved lower after earnings…

1
"Choppy Open:" Mag 7 Drag Post-PPI, Bitcoin Hovers Near All-Time High 6:06

9h ago6:06

6:06

The NDX flipped into negative territory after the opening bell as equities struggled to catch a bid, even though futures traded higher after this morning's soft PPI print. Alex Coffey turns to SPX options and highlights levels investors should keep on their radar for the trading session. As Bitcoin trades just off all-time highs, Alex adds that inv…

1
Andersen: No FOMC Rate Cuts Needed, Earnings to Drive Equities 9:00

9h ago9:00

9:00

"Inflation hit the snooze button," says Peter Andersen, and he makes the case that PPI shows there's no need for the Fed to cut interest rates. He argues we "don't need to tinker with rates" when inflation and employment don't show significant weakness. With earnings season now kicking into full gear, Peter suggests looking at stocks with sound fin…

1
Markets Open Higher On Lower PPI, EU & Indonesia Add Tariff Talk Momentum 8:10

9h ago8:10

8:10

Like CPI, this morning's PPI print came in lower than Wall Street expected. Kevin Hincks points out that some sectors like services saw significantly lower pricing. It's good for the inflation picture, but not for investors looking for an immediate interest rate cut from the Fed. However, Kevin believes September will open the door to that possibil…

1
Tariffs Plague ASML Outlook, BAC Bolsters Profit in Earnings 7:10

1d ago7:10

7:10

Bank of America (BAC) continued big bank earnings with a win. Jenny Horne notes the company's 3% profit and commentary from the CEO calling out a strong American consumer. However, ASML Holding (ASML) saw the exact opposite, selling off after it warned investors of a muddy outlook due to tariffs. ======== Schwab Network ======== Empowering every in…

1
The Case for Further Upside in the Markets 8:10

10h ago8:10

8:10

Thomas J. Hayes says there could still be some upward moves ahead in the market. He describes the "trapped bears" phenomena taking place in some corners of the investing landscape and explains how government spending, deregulation and tax policy could be another catalyst for growth. Thomas points to "artificially high interest rates" as a significa…

2d ago6:06

6:06

Jordan Blashek says the defense sector is on the cusp of a decade-long bull run, driven by a "revolution in military affairs." He cites the rise of small, autonomous systems and the increasing importance of A.I. and energy as key trends. Blashek highlights companies like AeroVironment (AVAV), Tesla (TSLA) and Meta Platforms (META) as potential winn…