Best Msft Podcasts (2025)

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Don Nesbitt’s Picks: ABBV, MDT, MSFT 6:53

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3h ago6:53

6:53

Don Nesbitt looks ahead to the Fed press conference this week and to 4Q earnings season, which begins in about a month. He’s also noticing rotation within the market out of big tech. His stock picks include AbbVie (ABBV), as he likes healthcare overall and thinks it has good growth prospects. Another is Medtronic (MDT), which has a “well establishe…

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Mazza: 2026 Will Hold A.I. "Winners and Losers," Healthcare "Super Underappreciated" 9:00

1h ago9:00

9:00

Roundhill Investments' Dave Mazza says the "fundamental footing" for markets remains strong, though recent weeks have shown "more fragile" movement. He believes the A.I. shakeup is the leading culprit behind the fragility and makes the point that 2026 will be the year of "winners and losers." Dave notes Alphabet's (GOOGL) outperformance and rising …

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Options Corner: ADBE "Vast Underperformer" Into Earnings 4:36

1h ago4:36

4:36

The software sector was beaten down in 2025, and Adobe (ADBE) has been one of the poster children of that decline. Rick Ducat shows how the multimedia creator has vastly underperformed peers like Palantir (PLTR) and Applovin (APP) and key levels to watch surrounding Wednesday's earnings. Tom White offers an example options trade for Adobe. ========…

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Case for Rate Cuts to Continue in 2026, Ways to Position Portfolios 5:30

2h ago5:30

5:30

Jay Love believes the FOMC will continue its interest rate cutting cycle into 2026. He sees the first half of the year staying strong but expects the Fed's dual mandate to be challenged in the back half of the year. He suggests fixed income investors diversify their portfolios. ======== Schwab Network ======== Empowering every investor and trader, …

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SPX Lack of Rotation, NVDA H200 China Sales Tax & GOOGL Antitrust Probe 8:14

2h ago8:14

8:14

The SPX didn't experience the rotation Kevin Green hoped to see on Monday. He explains why investors may want to "question" the index with more downside possible. KG then tackles Nvidia (NVDA) and the Trump administration allowing the company to sell its H200 A.I. chips to China. However, it comes with a 25% tax. Alphabet (GOOGL) also drew headline…

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Chart of the Day: IBM Acquires CFLT 3:15

2h ago3:15

3:15

IBM Corp.'s (IBM) acquisition of Confluent (CFLT) is something analysts largely believe will benefit the legacy tech firm. Charles Schwab's Ben Watson suggests the momentum can push the stock to a key resistance that offers a stair step back toward all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market d…

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SANS Stormcast Tuesday, December 9th, 2025: nanoKVM Vulnerabilities; Ghostframe Phishing; WatchGuard Advisory 6:26

14h ago6:26

6:26

nanoKVM Vulnerabilities The nanoKVM device updates firmware insecurely; however, the microphone that the authors of the advisory referred to as undocumented may actually be documented in the underlying hardware description. https://www.tomshardware.com/tech-industry/cyber-security/researcher-finds-undocumented-microphone-and-major-security-flaws-in…

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November 2025 STAX: NVDA, PLTR, AMZN Big Buys & Gen X Bullish Boost 11:25

15h ago11:25

11:25

Charles Schwab's Joe Mazzola takes investors through the latest STAX report to explain how clients gravitated toward value on beaten-down stocks. He notes net buys in the tech and consumer discretionary sectors with names like Nvidia (NVDA), Palantir (PLTR) and Amazon (AMZN) leading the charge. When it comes to age demographics, Joe talks about an …

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Biggest Questions Surrounding the Chinese Economy 7:12

1h ago7:12

7:12

Ed Butowsky discusses the state of the Chinese economy, as well as China's evolution away from exporting to the U.S. He also talks about the health of China's domestic economy, and the biggest questions surrounding the Chinese economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and…

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Monday's Final Takeaways: CVNA Entering SPX, WBD Bidding War Intensifies 5:06

1h ago5:06

5:06

The automobile and entertainment industries took Sam Vadas and Marley Kayden's attention on Monday's session. They explain the significance in the intensifying bidding war for Warner Bros. Discovery (WBD) between Netflix (NFLX) and Paramount Skydance (PSKY). They also touch on the S&P 500's newest addition: Carvana (CVNA). ======== Schwab Network =…

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Overlooked Stock: SATS Hits All-Time High 5:02

2h ago5:02

5:02

EchoStar (SATS) rallied nearly 300% since the start of 2025. George Tsilis attributes much of that rally to SpaceX and its equity connection to the Elon Musk's private company. When turning to the company's assets, George waves warnings flags investors should be aware of. ======== Schwab Network ======== Empowering every investor and trader, every …

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PSKY Stages Rally in WBD Bid Rivaling NFLX 5:32

2h ago5:32

5:32

Warner Bros. Discovery (WBD) has taken over discussions surrounding entertainment stocks as Paramount Skydance (PSKY) throws a new bid into the acquisition ring against Netflix (NFLX). Rick Ducat talks about the "give back" in Paramount Skydance shares over recent months and Monday's rally attempting a reversal. He also turns to the elevated option…

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CitroTech (CITR) CEO on Wildfire Prevention and Protection 7:45

2h ago7:45

7:45

Wes Bolsen, CEO of CitroTech (CITR), talks about wildfire prevention and his company’s role in the industry. They use EPA-certified fire inhibitors to treat vegetation, wood and lumber and is one of only two publicly traded wildfire prevention and protection companies. CITR recently uplisted to the NYSE American. Wes explains how their products wor…

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Soloway: Santa Claus Rally Not Likely, Technical Weakness in A.I. & Bitcoin 8:18

2h ago8:18

8:18

Verified Investing's Gareth Soloway isn't convinced Santa Claus is coming to the stock market. A Yen Carry Trade unwind is something he considers a real possibility, which will lead to a major selling event across markets. Gareth also sees the A.I. market being more fragile than many investors, pointing to concerns in circular A.I. spending and a l…

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Why Biotech and Healthcare are Primed for AI 5:21

2h ago5:21

5:21

Juan Moreno thinks public markets look more overheated than private markets. Investors are “looking at a lot of the capex spending” and wondering what the ROI is, he argues. He discusses how to find winners in the tech environment, along with AI opportunities for healthcare and biotech. ======== Schwab Network ======== Empowering every investor and…

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December Holiday Travel Expected to Hit Records 6:10

3h ago6:10

6:10

Sean Cudahy and Meghna Maharishi preview December’s holiday travel season. Sean notes that 2025 has been setting travel records all year and foresees a “prolonged busy period” for airports. He forecasts growing optimism in the air travel industry as they cut capacity and regain pricing power. Meghna notes that leisure travel is “taking off” as airl…

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Netflix (NFLX) vs Paramount Skydance (PSKY): What Would Buying WBD Mean? 6:20

3h ago6:20

6:20

Seema Shah dissects both bids for Warner Bros. Discovery (WBD). Netflix (NFLX) would get “deeper IP” and “tentpole content” they can use to expand audiences, merchandising, gaming, and more. “It would make them the behemoth,” she adds. For Paramount Skydance (PSKY), it would boost its viewership to levels rivaling Disney+ and help them grow. ======…

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MRVL Downgraded Amid Fears of Mega Caps Stealing Market Share 5:47

3h ago5:47

5:47

Marvell (MRVL) sold off Monday over reports that Microsoft (MSFT) will tap Broadcom (AVGO) to create custom A.I. chips. Benchmark also downgraded the stock as it sees Amazon (AMZN) seeking another of Marvell's competitors for orders. Marley Kayden explains how fears of Marvell losing market share is nothing new, but instead adds to existing investo…

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Ca$htag$: Carvana (CVNA) ‘Clearly’ Winning vs CarMax (KMX) 7:45

4h ago7:45

7:45

Likefolio’s Andy Swan says it’s “clear that Carvana is the winner,” with data showing strong growth in visits. Meanwhile, CarMax (KMX) is falling; Andy says, “consumers are voting with their clicks, and it’s not even close.” While he thinks the stock could be overbought, he also sees substantial market share growth for CVNA ahead. ======== Schwab N…

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OpenAI's ChatGPT Faces "Leap Frogging" Risk in Google Gemini 6:47

4h ago6:47

6:47

Alphabet's (GOOGL) Gemini 3.0 poses what Shay Boloor considers a real risk to ChatGPT. He points to Google search backing Gemini as a cost-effective and intelligence-heavy moat for the A.I. model. Shay believes OpenAI needs to make extensive moves into horizontal SaaS to compete. Tom Essaye makes the case that Gemini is "leap frogging" ChatGPT. He …

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NFLX/WBD Deal ‘A Long Way from Being Done’ 7:04

5h ago7:04

7:04

Dan Rayburn breaks down the assets Netflix (NFLX) would gain from their Warner Bros. Discovery (WBD) deal and how long the deal could take to close. “The most important thing to remember…this is a long way from being done,” he cautions, including worries about antitrust scrutiny from the government. Dan discusses how metrics around viewership are m…

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The Big 3: GOOGL, CRML, SOFI 14:34

6h ago14:34

14:34

Aquiles Larrea makes the case for a 7,400 SPX being in the crosshairs into 2026 with the tech trade bolstering index strength. He highlights Alphabet's (GOOGL) A.I. chip and tech diversification play, Critical Metals (CRML) as a "risk capital" stock, and SoFi Technologies (SOFI) as an undervalued fintech company. Rick Ducat takes investors through …

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Inside the K-Shaped Economy & the ‘Debasement Trade’ 9:21

6h ago9:21

9:21

Jim Iuorio sees risks in Powell’s comments after the Fed decision, but at the end of the day, believes the market is “still fine.” Jim thinks AI will be a “headwind to runaway inflation” and argues it is also behind weakness in the labor market. He discusses the “debasement trade” and why he’s not giving up on it yet. Jim digs into the K-shaped eco…

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Market Getting 'Answers' from FOMC, NFLX & PSKY Clash Over WBD 7:02

22h ago7:02

7:02

The Fed's interest rate decision will be crucial for markets this week, says Kevin Hincks, as he notes the anticipation building around what's expected to be a 25bps interest rate cut. He points to the possibility of quantitative easing into 2026 as another catalyst to watch. As far as earnings go, Kevin expects Oracle (ORCL) and Broadcom (AVGO) to…

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High Expectations for Apple’s (AAPL) 2026 & Example Trade 7:56

6h ago7:56

7:56

Marley Kayden covers price target changes for Apple (AAPL), including a note from Dan Ives, a noted tech bull. He argues that 2026 will be the year that Apple “finally enters the race” and expects a strong holiday season. Stephen “Sarge” Guilfoyle shows an example options trade, using technical analysis and demonstrating a bull call spread. =======…

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Demmert: TOL 'Best' Housing Stock, Fed Offers Bullish 2026 Path 6:55

6h ago6:55

6:55

James Demmert calls Toll Brothers (TOL) "best of the group" in homebuilders. He highlights what makes the company different from peers like D.R. Horton (DHI). While James doesn't currently like homebuilders as a group, he makes the case for the FOMC's interest rate decision to change that. Tom White offers an example options trade for Toll Brothers…

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FOMC 'Diversion' to Complicate 2026 Interest Rate Picture 5:14

6h ago5:14

5:14

Cooper Howard with Charles Schwab says he "won't be surprised" to see dispersion in December's FOMC meeting. He explains how a divide among Fed governors will complicate the interest rate picture into 2026. Cooper turns to the bond market to highlight how investors are pricing in concerns over the next Fed Chair. ======== Schwab Network ======== Em…

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Pelosky: Investors Should Focus on Countries Creating Electricity & Storage 7:17

6h ago7:17

7:17

“It’s a given” that the Fed will cut this week, says Jay Pelosky, but thinks the bond market is beginning to signal concerns about Fed independence. Because of the global AI race, Jay thinks opportunities are in countries that recognize the changing environment and are focusing on electricity. He thinks long-duration bonds are unattractive, while c…

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KG: Expect SPX Into FOMC Meeting, MRVL Hit on MSFT & AVGO Deal 8:33

23h ago8:33

8:33

There's a lot on the docket for this week, but Kevin Green says he "won't be surprised" to see SPX compression before the Fed's interest rate decision on Wednesday. However, it could set the stage for a Santa Claus rally to close 2025. On the A.I. trade, KG notes Marvell's (MRVL) steep selling action as Microsoft (MSFT) eyes Broadcom (AVGO) for cus…

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Moving Beyond Data Centers: Fiber Optic Cables & Under the Radar Tech 6:57

6h ago6:57

6:57

Nitin Sacheti thinks tech is “still interesting” and we have time before a potential bubble problem. “We’re starting to see sort of a dispersion” in the tech sector between the winners and the losers, he argues. Nitin explains his tech strategy, focusing on fiber optic cables and data networks and describing his hedging moves. ======== Schwab Netwo…

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IBM's $11B Acquisition of CFLT, TSLA Downgrade & FIVE Upgrade 5:17

6h ago5:17

5:17

IBM Corp. (IBM) is stepping up its standing in the A.I. race through a new acquisition. Diane King Hall explains how its $11 billion purchase of Confluent (CFLT) aims to up IBM's positioning in the evolving tech landscape. Morgan Stanley downgraded Tesla (TSLA) as it sees its non-auto catalysts priced into the stock. On the retail space, Diane talk…

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Hatfield: 8,000 Target on SPX Next Year, Likes KKR, APO, MRVL & More 7:30

6h ago7:30

7:30

Jay Hatfield has an 8,000 target for the SPX next year based on earnings growth projections. He tells investors to choose their stocks carefully, and shares some of his own picks. Including KKR & Co. (KKR) and Apollo Global (APO). He notes that both were not exposed to bank woes earlier this year, and expects strong growth. Jay also likes Marvell (…

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Options Corner: Dan Ives Boosts AAPL Price Target 5:48

9h ago5:48

5:48

It's not secret Dan Ives is a tech bull, though he sees even more upside from his previous price target on Apple (AAPL). The Wedbush analysts now sees $350 in the cards for the Mag 7 stock, up from $320. Rick Ducat takes traders through his technical analysis for the stock while Tom White offers an example options trade. ======== Schwab Network ===…

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Sterner: 2025's Market Gives 2026 More Room for Bull Run 6:57

9h ago6:57

6:57

"It's hard not to be bullish," says Eric Sterner when looking at the current market action. He explains how the landscape offers a bullish foundation into 2026. Eric has his eyes on the tech space due to the evolving A.I. trade, along with healthcare and the GLP-1 industry. He sees the macro front holding steady so long as the job market doesn't fa…

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Can't Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises 39:29

1d ago39:29

39:29

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, …

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Oracle's CapEx Linchpin: What to Watch in ORCL Earnings & Guidance 7:35

9h ago7:35

7:35

Oracle (ORCL) is what Melissa Otto calls a "levered bet" in the A.I. space, says Melissa Otto. The company reports earnings on Wednesday. Melissa tells investors to watch for operating profit margins and any other indicators pointing to Oracle navigating massive CapEx spend from Mag 7 and other Big Tech companies as it piles on debt. She later note…

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Brace for FOMC Market Movers, NVDA Bull Crosses & NFLX Regulation Hurdles 8:17

10h ago8:17

8:17

It's back to having all eyes on the Fed, with Kevin Green calling this week's FOMC interest rate decision the most important market mover of the week. If the committee issues a cut with a hawkish tone, KG believes the Mag 7 stocks will see the most benefit. Also watch Nvidia (NVDA), says KG, pointing to a pair of bull crosses in the technicals. Net…

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Chart of the Day: GM Hits 25-Year High 2:41

10h ago2:41

2:41

Charles Schwab's Rachel Dashiell turns to technical analysis in General Motors (GM) after the stock hit historic highs on Friday. She explains how the legacy auto stock muscled a long-term comeback and whether it can sustain short-term shakiness. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t…

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SANS Stormcast Monday, December 8th, 2025: AutoIT3 FileInstall; React2Shell Update; Tika Vuln 5:34

15h ago5:34

5:34

AutoIT3 Compiled Scripts Dropping Shellcodes Malicious AutoIT3 scripts are usign the FileInstall function to include additional scripts at compile time that are dropped as temporary files during execution. https://isc.sans.edu/diary/AutoIT3%20Compiled%20Scripts%20Dropping%20Shellcodes/32542 React2Shell Update The race is on to patch vulnerable syst…

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Anthony Scaramucci on Solana's Unsung Crypto Story, MSTR "Levered" Play 13:11

2d ago13:11

13:11

Anthony Scaramucci joins The Watch List to talk about his new book, Solana Rising, and why the cryptocurrency will be one of the biggest market stories over the next five years. He takes investors through the altcoin space and the opportunities he sees in crypto beyond Bitcoin. Anthony highlights use cases for these cryptocurrencies today and makes…

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Space: A.I.'s Next Frontier? RKLB Rallies & Sam Altman's Challenge to SpaceX 8:44

3d ago8:44

8:44

Muon Space's Jonny Dyer sets his sights on space and ways it will serve as the next frontier for A.I. He explains how OpenAI CEO Sam Altman's aspirations can challenge Elon Musk's SpaceX. Jonny still believes there's a huge gap to close between competitors and SpaceX, though it could close as demand for space tech accelerates. He briefly touches on…

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Tech Corner: INTC Tailwinds & Headwinds After 2025 Turnaround 8:55

4d ago8:55

8:55

The last time George Tsilis talked about Intel (INTC) on Tech Corner, the company traded around $23. In the first week of December, Intel tapped a 20-month high of $44. George highlights the catalysts that helped double the stock price in four months. That said, investors should be aware of lasting headwinds facing the legacy tech company. ========…

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Friday's Final Takeaways: Retailer Stocks & China Tech Soars 5:48

4d ago5:48

5:48

Marley Kayden and Sam Vadas close out the trading week with a glimpse into some unsung stories in U.S. and international markets. They talk about the climb in domestic retail stocks and Chinese tech firms like Moore Threads, which grew over 400% after its $1.1 billion IPO. ======== Schwab Network ======== Empowering every investor and trader, every…

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SPACs Enter 'Next Generation Phase' 7:12

4d ago7:12

7:12

Peter Wright, CEO of McKinley Acquisition Corporation (MKLY), details the current state of the SPAC market, highlighting its "next generation phase" with increased investor appetite and improved deal structures. He emphasizes the "better, faster, and cheaper" advantages of SPACs over traditional IPOs, citing deal certainty, valuation certainty, and…

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Overlooked Stock: RBRK Rallies Over 20% on First Positive EPS 7:36

4d ago7:36

7:36

Rubrik (RBRK) posted its first-ever quarterly EPS profit in Thursday's earnings, leading shares to rally more than 20% during Friday's session. George Tsilis takes a closer look at the cloud security solutions company's balance sheet and partnerships to explain how Rubrik reached profitability. As for the competitive landscape, George talks about w…

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LUV Flies to 52-Week High Despite Demand Turbulence 5:23

4d ago5:23

5:23

Southwest Airlines (LUV) briefly tapped highs it hasn't seen in nearly two and a half years even after noting a drop in demand during the government shutdown. Rick Ducat explains the "confusing" rally that's pushing price action above a key resistance level. He also shows where Southwest stands against airline peers and takes traders through the st…

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Legend Biotech CEO (LEGN) on JNJ Partnership & Rapidly Scaling Cancer Drug Revenue 6:04

4d ago6:04

6:04

Dr. Ying Huang, CEO of Legend Biotech (LEGN), explains the work his company does on white blood cell cancer. They grew revenue from the drug 84% last quarter to over $500 million, and expect to turn a profit in 2026. He discusses their partnership with Johnson & Johnson (JNJ), international expansion, and the research they’re conducting. ======== S…

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Thomas Martin’s Picks: STX, CVNA 6:51

4d ago6:51

6:51

Thomas Martin discusses “animal spirits” returning to the market and shares some of his stock picks. He likes Seagate (STX), which he says has a significant technological advantage over competitors. Another is Carvana (CVNA), a “prime example of a digital disrupter.” ======== Schwab Network ======== Empowering every investor and trader, every marke…

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Hegener on China Eroding U.S. AI Moats & Finding Non-Tech AI Investments 6:51

4d ago6:51

6:51

Joe Hegener weighs in on whether there is an AI bubble. On Tesla (TSLA), which is attempting to pivot towards AI, Joe warns not to bet against Elon Musk. He thinks banks and insurance companies are non-tech, non-AI companies that could be AI plays, arguing that these are the industries that will benefit from adoption. Looking to China, he talks abo…

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Taking Advantage of ‘Oversold’ Positions & Discounts in Global Markets 8:55

4d ago8:55

8:55

Joy Yang doesn’t expect any surprises next week and anticipates a Santa Claus rally. However, going forward she sees a lot of risks on the table without clarity, including tariffs. “The AI story is real,” she adds, “but let’s be cautious that price still matters.” Joy lays out her outlook for 2026 and how to take advantage of oversold positions and…