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Network Infrastructure Podcasts

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Network Automation Nerds is for network engineers and infrastructure professionals eager to learn more about automation. Join host Eric Chou as he explores how to take advantage of modern network programmability to automate tasks, build robust systems, and get more done in less time. You’ll hear from a lineup of seasoned engineers, avid learners, industry leaders, and tool creators as they share tips, best practices, and hard-won advice.
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Gain unparalleled access to the minds of industry-leading CIOs, CTOs, and CISOs. Enjoy episodes filled with expert insights, inspiring stories, and trend analysis, all brought to you by the people shaping the future of technology. Whether you're an IT professional, aspiring tech leader, or general tech enthusiast, IT Visionaries has something for everyone. Don't miss out on the chance to learn from the best – subscribe now! Produced by the team at Mission.org and brought to you by Brightspot.
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Heavy Networking

Packet Pushers

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Heavy Networking is an unabashedly nerdy dive into all things networking. Described by one listener as "verbal white papers," the weekly episodes feature network engineers, industry experts, and vendors sharing useful information to keep your professional knowledge sharp and your career growing. Hosts Ethan Banks & Drew Conry-Murray cut through the marketing spin to explore what works—and what doesn't—in networking today, while keeping an eye on what's ahead for the industry. On air since 20 ...
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Welcome to Your Network’s Edge by RAD, where innovation meets connectivity. This podcast highlights how RAD’s technologies are empowering businesses and service providers. In every episode, we provide in-depth insights into the world of IoT, 5G, network Edge, and AI-powered networking, showcasing how RAD’s solutions empower service providers and critical infrastructure operators to stay ahead. Whether you’re a communications service provider, an industrial IoT professional, or someone passio ...
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Ctrl+Alt+Azure

Tobias Zimmergren, Jussi Roine

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Ctrl+Alt+Azure offers weekly conversations on Microsoft Azure, cloud strategy, security, identity, and generative AI - focused on what matters for architects, developers, CIOs, and CISOs. Hosted by industry experts Tobias Zimmergren and Jussi Roine.
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Day Two DevOps

Packet Pushers

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Join hosts Ned Bellavance and Kyler Middleton as they dive deep into the challenges of DevOps from the perspective of seasoned practitioners. You'll hear from expert guests—technical leaders, trainers, and consultants with years of hands-on experience—discussing the nuances of DevOps. From AWS to Azure, networking to security, automation to modern cloud environments, each weekly episode equips you with the insights to confidently address tech and business challenges such as resilience, cost ...
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Schwab Network

Schwab Network

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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Over The Edge

Caspian Studios

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Over The Edge is a podcast about edge computing and those in the industry who are creating the future of the internet. On the show we talk to corporate leaders, open-source experts, technologists, journalists, analysts, and the community at large, to discuss technological innovations, trends, practical applications, business models, and the occasional far-flung theory. Over the Edge is brought to you by the generous sponsorship of Dell Technologies.
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In Good Company with Nicolai Tangen

Norges Bank Investment Management

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The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.
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A relaxed coffee always brings an insightful conversation. And when it comes to mobile app performance, coffee is always a useful tool. Join us at the App Performance Café, where Rui Costa, CEO at Codavel, brings the most knowledgable individuals for an informal conversation around the vast world of mobile app performance. Our guests will share the challenges and obstacles, strategies, and lessons learned when building top-performing mobile apps. Across multiple episodes, we'll cover the con ...
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Finality: The Business Lens on Decentralized Networks Finality is a research and media platform exploring the business and economics of decentralized infrastructure. Hosted by Juri Maibaum, each episode dives into the incentives, sustainability, and value creation behind the systems that secure crypto networks, from validators and restaking to modular blockchains and network governance. Through deep-dive interviews, data-backed analysis, and stories from industry operators, Finality helps bu ...
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Tech Bytes

Packet Pushers

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Tech Bytes are short sponsored audio segments that appear at the end of Network Break episodes. We also separate them into this standalone feed so it’s easy to stay in the loop on new vendor developments.
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Private Funds, Private Equity, Hedge Funds, 40 Act Public Funds, Real Estate, Real Assets, Structured Products, Digital Assets, and Data Science for Investing. Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the g ...
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House of I.T

House of I.T

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IT Support Services relied by world industry leaders. Our IT support specialist and technical support engineer can deliver IT solutions to businesses. Our Products - Managed services - Backup and disaster recovery, - Cloud computing - Sofware/system selection, - IT consulting - IT security - IT support - IT upgrades and migrations - Maintenance and monitoring - Network installation and upgrades - Server and desktop virtualisation - Server and network documentation - CargoWise EDI data entry ...
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On the Road with ASHE

Amanda Schumacher and Melissa Boyles

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Come on a road trip with ASHE! Join host Amanda Schumacher on this monthly podcast that travels the nation to feature real conversations with leaders in transportation infrastructure. We discuss a melting pot of topics from day jobs and ASHE involvement to funding impacts and nationwide trends. Hear something new and interesting each month!
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Constellations is your connection to the innovators, business leaders, entrepreneurs and policy makers who are making—and remaking—today's satellite and space networks. Whether you're in the industry or just have a desire to learn, this podcast is for you. For more information and to subscribe to the biweekly newsletter go to www.ConstellationsMag.com
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How we invest today drives tomorrow’s innovations. Through conversations with investors and entrepreneurs, explore how investment decisions have the potential to improve our lives in unexpected ways. Powered by the network of Cambridge Associates, host Hillary Ribaudo explores the investments being made that will redefine our future. Join us to uncover the Unseen Upside.
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Data Center Therapy

IVOXY Consulting

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IT talk with a healthy dose of empathy: Hosts Matt Yette & Matt Cozzolino draw on their combined 40+ years of infrastructure experience as they discuss the ever-changing technology landscape – from virtualization to storage, security to networking, and everything in between.
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"Top 100 Small Business Podcasts 2014" -- Small Biz Trends. Former Clinton White House Writer John Corcoran shows you how to build relationships intelligently to get more clients, grow your income and advance your career. Discover how you can use win-win networking and intentional relationship-building with Influencers and VIPs, even if you "hate networking" or feel like you have "nothing to offer" people who are successful. Interviews with today's top entrepreneurs and authors such as Dan P ...
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A podcast by Paessler all about monitoring IT, IoT, OT...and everything in between. Get monitoring deep dives, best practices, industry trends, and more from experts in the monitoring field. Let's get monitoring!
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Security Visionaries is a podcast all about the world of cyber, data, and tech infrastructure, bringing together experts from around the world and across domains. In each episode, your hosts Emily Wearmouth, Bailey Harmon, and Max Havey dig into the hot topics and burning questions that are preoccupying industry conversations.
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Crazy Wisdom

Stewart Alsop

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In his series "Crazy Wisdom," Stewart Alsop explores cutting-edge topics, particularly in the realm of technology, such as Urbit and artificial intelligence. Alsop embarks on a quest for meaning, engaging with others to expand his own understanding of reality and that of his audience. The topics covered in "Crazy Wisdom" are diverse, ranging from emerging technologies to spirituality, philosophy, and general life experiences. Alsop's unique approach aims to make connections between seemingly ...
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Ready to earn your AWS Certified Cloud Practitioner credential? The AWS Cloud Practitioner Audio Course is your complete, audio-first companion for mastering the foundational knowledge required to succeed on the certification exam. Designed for learners at all levels, this Audio Course breaks down the essentials of the Amazon Web Services (AWS) Cloud into clear, practical, and easy-to-follow lessons. Each episode covers key topics including cloud concepts, AWS core services, security and com ...
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Welcome to the Te Waihanga ‘Infrastructure for a Better Future’ podcast – a series where we talk to experts both from here and overseas about the infrastructure challenges we are facing. The episodes focus on the key areas of Rautaki Hanganga o Aotearoa – New Zealand’s Infrastructure Strategy. Find out more about the strategy at strategy.tewaihanga.govt.nz
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Business Lab

MIT Technology Review Insights

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The Business Lab is a sponsored podcast produced by Insights, the custom content division of MIT Technology Review. The Business Lab podcast features a 30-minute conversation with either an executive from the sponsor partner or a technologist with expertise in a relevant technology area. The discussion focuses on technology topics that matter to today’s enterprise decision-makers. Laurel Ruma, MIT Technology Review’s custom content director for the United States, is the host.
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The Tech Field Day Podcast is the only podcast that dares to be both on topic, or on premise, and sometimes on location, bringing together a group of independent IT luminaries and experts in their field from around the Enterprise to discuss a single idea revolving around their technological knowledge base and skillset. This podcast is hosted by Stephen Foskett, Organizer of the Tech Field Day event series, and Tom Hollingsworth, Tech Field Day Event Lead.
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We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
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Develop Yourself

Brian Jenney

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To change careers and land your first job as a Software Engineer, you need more than just great software development skills - you need to develop yourself. Welcome to the podcast that helps you develop your skills, your habits, your network and more, all in hopes of becoming a thriving Software Engineer.
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BlockHash

BlockHash LLC

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Welcome to the most electrifying technology podcast on the planet! Buckle up as we dive headfirst into the thrilling world of Blockchain, Bitcoin, Crypto, DeFi, Web3, Artificial Intelligence, IoT, and the Metaverse. We've got the hottest tech startups, the coolest CEOs, the most innovative founders, the most influential influencers and the savviest investors, all sharing their wisdom with us every single week. So buckle up and join your host Brandon Zemp for a technology deep-dive. Ready to ...
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The Tech+ Audio Course is your complete, on-demand study companion for mastering the CompTIA Tech+ (FC0-U71) certification exam. Designed for those beginning their journey into information technology, it guides you step by step through every domain and objective of the official exam blueprint. Each episode transforms complex IT concepts into clear, relatable lessons filled with practical examples, definitions, and real-world applications. Whether you’re learning about hardware components, so ...
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Carbon Clarity is a podcast for the carbon curious - with interviews, news and views from experts in the world of carbon and sustainability. We connect with some amazing guests to bring you insight, interest and clarity. If you want to find out more about Hut22, head over to our website: hut22.co.uk
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Digital Asset Planning

Ran Chen, EA, CFP®

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Digital Asset Planning is a podcast for people who want to treat crypto and digital assets as part of a real financial life — not just as investments. Hosted by Ran Chen, EA, CFP®, this podcast brings a professional financial planning perspective to an area that is often dominated by price speculation and deal-driven commentary. Ran is a seasoned financial professional who works with high-net-worth individuals and families, many of whom have international backgrounds and complex financial li ...
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American Shoreline Podcast Network

The American Shoreline Podcast Network

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ASPN is the platform for top minds in the coastal and ocean space. Whether your interest is coastal business, policy, science, engineering or advocacy, with ASPN you'll be better prepared, better informed, and better equipped to adapt and thrive. No other platform brings together so many cross-sectional coastal experts. We believe understanding the spectrum of coastal issues and interests is the key to truly thriving on the American shoreline. Hear the complete coastal conversation on the Am ...
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Marley Kayden covers Coinbase’s (COIN) upgrade from Goldman Sachs, which argues that it is at an attractive entry point and calls it a best-in-class play for the crypto infrastructure growth. Charles Moon provides an example options trade on the name. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i…
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This episode explores the technical evolution and financial planning implications of the Solana network as of late 2025. We analyze how improvements in network reliability, the growth of consumer applications, and the complexities of validator governance impact the long-term strategy for high-net-worth asset holders.- How do recent improvements in …
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In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evol…
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Preston and Seb unpack AI’s implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk’s ventures in space and autonomous tech. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:04:37 – Why AI safety and autonomy are increasingly at odds 00:11:30 – How AGI could resha…
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Sal Gilbertie offers a decidedly bearish outlook on crude oil. Conversely, Gilbertie is bullish on precious metals, looking at buying dips in gold, silver, platinum, and palladium. He highlights strong central bank demand for gold, which he believes creates a fundamental floor for prices, even if interest rates remain elevated. He also points to th…
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Beyond stocks tied to AI memory chips and oil, Marley Kayden and Sam Vadas talk about under the radar movers in international stocks, gold, and silver. ======== 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:…
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Brunswick (BC) started off 2026 strong thanks to an upgrade and price target hike from Jefferies. George Tsilis talks about the technology catalyst boosting optimism for the boat manufacturing company. As George explains, Brunswick is also riding on smooth tides when it comes to financials and its business plan. ======== Schwab Network ======== Emp…
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Nvidia (NVDA) hit the gas in the autonomous driving space. The Mag 7 giant announced multiple partnerships with companies specialized in the technology, posing new challenges to Tesla's (TSLA) self-driving ambitions. Rick Ducat analyzes Tesla's underperformance compared to the SPX and FSD peers in BYD Co. (BYDDY) and XPeng Inc. (XPEV) while highlig…
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Matt Field, CFO of Oshkosh (OSK), joins to discuss what they’re bringing to CES 2026. Oshkosh builds vehicles like garbage and fire trucks and is integrating AI and electrification. He discusses features like “refuse detection” that helps sort recyclables from trash and other real-world applications. Matt talks about how they use an autonomous plat…
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Christopher Davis and Ben Emons cover the defense sector. Ben says defense is the “name of the game,” arguing that the “Donroe Doctrine” creates more demand from companies like RTX (RTX) or Lockheed Martin (LMT). He thinks that the U.S. will boost its military presence in Greenland. Christopher thinks investors should be watching which companies in…
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Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), Rivian (RIVN) and Intuitive Surgical (ISRG). On the S&P 500, he highlights the 50-day moving average as a place to watch and expects a bullish tilt. Rivian has a “really great report” in early November and rallied 80%, breaking $20 for the first time. Kevin points out what to watch to the u…
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Chris Marangi of Gabelli Funds discusses the launch of their sport and entertainment ETF (GOLS). He says the interest in experiences over things and the durable interest in sports are behind their thesis. He calls sports the “anti-AI play” and notes that sports teams have provided strong returns over the last few years. Along with sports, the fund …
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Kevin Mahn thinks the market can see another year of double-digit growth, arguing spending and Fed rate cuts will buoy the market. However, midterm elections could offer a twist. Unless the labor market “really starts to rattle,” he foresees only two rate cuts at most in 2026. His picks now include Comfort Systems (FIX), Duke Energy (DUK), NextEra …
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Tony Bancroft's takeaways from 2025 flow into 2026: strong defense spending and geopolitical uncertainty will lift defense stocks. He expects shipbuilding and aircraft companies to see significant upside in the new year. Nicolas Owens argues most stocks in his watchlist are "fairly valued" or "fully valued," though projects "healthy" growth in 2026…
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Investors have the chance to "watch the sausage being made" at CES 2026, says Olivier Blanchard. He talks about the highlights he's seen so far, from Nvidia's (NVDA) push in robotics and robotaxi, to Intel's (INTC) "comeback story." As for AMD Inc. (AMD), Olivier says the company is in a "really great position" to capitalize on AI tailwinds. ======…
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Memory storage chip stocks like Micron (MU), Western Digital (WDC), and SanDisk (SNDK) continue to surge as the need to store AI data accelerates. Marley Kayden explains how reports of SK Hynix and Samsung price increases, paired with training AI models off Nvidia (NVDA) chips, help power robust investor optimism. She weighs the question: can these…
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LikeFolio's data shows Amazon's (AMZN) advertising revenue closing the gap between it, Alphabet (GOOGL), and Meta Platforms (META). Landon Swan credits the Mag 7 giant as a "master of execution" behind its evolving advertising strategy and its AWS cloud platform. Both factors make Amazon an "infinite hold" for LikeFolio. ======== Schwab Network ===…
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Joe Cavatoni covers the catalysts in the gold market as the metal nears all-time highs once again. While geopolitics are affecting the price, he thinks underlying economic conditions are the true bullish driver. A new Fed Chair could change everything, and he’s closely watching monetary policy around the world. Joe explains how U.S. debt worries ar…
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Jessica Inskip talks all about tech on today's Big 3. She labels Apple (AAPL) as her top stock pick for 2026 due to its potential to become a quiet but strong AI winner. Jessica notes Oracle's (ORCL) steady growth story and IBM Corp.'s (IBM) extended infrastructure reach as positives. Rick Ducat dives into the bullish and bearish trends to watch in…
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Ed Siddell expects 2026 U.S. GDP growth between 3%-4%. He thinks we could see a market correction that would create opportunities for investors. He anticipates a pullback in gold and silver as the dollar climbs, which he calls a chance to buy in. Ed is “very bullish on small caps,” anticipating rates to stay steady going forward. He covers potentia…
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Martin Leinweber calls 2026 the "year of tokenization." While he doesn't see Bitcoin having a vastly bullish year, he expects companies supporting it and the blockchain to see substantial rallies. Martin adds that broadening strength in altcoins add to upward momentum. As for Bitcoin, he tells crypto investors to eye $108,000. George Tsilis turns t…
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Marley Kayden covers Nvidia’s (NVDA) CES 2026 announcements, including their Alpamayo open AI model for autonomous vehicles, Vera Rubin platform, and more. Tim Biggam offers an example options trade on NVDA. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in…
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New leaders can emerge from markets in 2026, says Charles Schwab's Joe Mazzola. He urges investors pay attention to industrials as markets experience broad strength. However, Joe points out that Nvidia (NVDA) continues to muscle leadership with its CES 2026 headlines. Mike Townsend calls the U.S. capture of Venezuela's president a "big, big deal" f…
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“I don’t know how consequential the January theory is anymore,” says Jake Dollarhide, referencing the market adage that as goes January so goes the year. The Fed has “one rate cut in it,” he argues, looking at the makeup of hawks and doves on the board. It’ll all come down to the jobs reports – and he thinks unemployment could hit 5%. Jake is looki…
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Kevin Hincks reports from the Cboe Global Markets to highlight his top stories ahead of the opening bell. He says Micron (MU), Western Digital (WDC), and SanDisk (SNDK) are worth watching as headlines of tight AI memory chip supply lingers. Metals continue to tick higher, particularly silver, as their narrative around AI grows tighter. Kevin later …
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Investors will keep focusing on market fundamentals, says Sam Stovall. Though he expects a good year, he warns that historically, we’re reaching the end of a pattern for double-digit gains. He highlights tech, utilities, and communication services, and potentially financials. Turning to the Fed, he doesn’t expect the first cut until April. He expla…
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Truist sees a bull case for Palantir (PLTR). Diane King Hall explains why the analyst initiated a buy rating and $223 price target for the AI software company. She then turns to big banks in Wells Fargo (WFC) after Baird downgraded the stock. In the airline industry, Diane touches on BofA's price target hike in Delta Airlines (DAL). ======== Schwab…
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David Schulhof, head of the MUSQ Global Music Industry Index ETF (MUSQ), calls 2025 a blockbuster year for the music industry. He labels it the year of "music on steroids," noting explosive streaming growth with companies like Spotify (SPOT) taking advantage through incremental price increases for its services. David explains how his ETF takes adva…
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Brian Kessens talks about the impact he sees for energy markets after the U.S. captured Venezuela's president. He believes electricity will be paramount to the future of energy, calling electricity "new oil." Brian later notes the increase in natural gas and weather's role in spiking prices. ======== Schwab Network ======== Empowering every investo…
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With Venezuela headlines spiking oil volatility, Jim Bianco (@BiancoResearch) explains why he sees prices ticking higher. He offers a global take on pricing by looking to China and the role it plays in uncertainty. Jim then explains how all of this affects the bond markets. As for the Trump administration, Jim believes its focus lies in the 10-year…
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As a part of its internet stock analytical rebalancing, Wolfe Research downgraded Shopify (SHOP) to peer perform from outperform. That said, Rick Ducat notes the stock has done well over the past year, but points out shares struggled to break through a downward ceiling. He turns to other bearish and bullish trends in the stock and offers an example…
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View upcoming Tech Field Day events here. 2025 was a big year for both HPE and Juniper, but 2026 is the year when the real integration starts. In this episode of the Tech Field Day podcast, Tom Hollingsworth is joined by wireless experts Jonathan Davis and Keith Parsons as they look at the acquisition of Juniper Networks by HPE and what the future …
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Palantir (PLTR) has been locked in a trading range since the summer, though Truist sees promise in forward momentum after initiating coverage with a buy rating and $223 price target. @CharlesSchwab's Ben Watson shows how the stock is "squeezing" its recent price action short-term. He then highlights the long-term oscillation and shows where a break…
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This episode explores the critical transition of stablecoins into regulated financial tools at the end of 2025. We analyze how onchain transparency, evolving global regulations like MiCA, and institutional banking partnerships are reshaping the risks and opportunities for long-term digital asset holders.- How will the full implementation of MiCA im…
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Carley Garner believes the market "got it right this time" by pricing crude oil futures higher following the U.S. capture of Venezuelan president Nicolás Maduro. That said, she tells investors don't be surprised to see a "vacuum" in price action if crude stays below $65. Matt Maley tilts bullish when it comes to companies tied to the oil trade. He …
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Michele Schneider with MarketGuage explains the themes she's watching in what she calls a "fire horse" market this year. She likes robotics, biotech and crypto heading into 2026 and has an eye on small caps. However, Michele urges investors watch for persistent inflation and price impact on everyday goods as a test against American consumers. =====…
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The first full trading week of 2026 started with more volatility than investors expected after the U.S. took Venezuela's president into custody over the weekend. Oil was the biggest mover of Monday's session, though Marley Kayden and Sam Vadas also turn to other key trades of the day, from Bitcoin to AI memory chip stocks like Micron (MU) and Weste…
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Staci Warden, CEO of Algorand Foundation, projects significant growth for crypto in 2026, anticipating ETF inflows and stablecoin expansion to mirror or exceed 2025's figures. She emphasizes crypto's evolving role as financial infrastructure, increasingly tied to traditional finance and macroeconomic factors like interest rates and liquidity. Warde…
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Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the …
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CoreWeave (CRWV) started off Monday's session stronger after DA Davidson moved from the bear camp to a neutral one. However, shares lost steam and reversed down during the day. Rick Ducat notes the stock still outperformed the SPX significantly in 2025, but fell short of outperformance in peers like Nebius (NBIS) and Applied Digital (APLD). He turn…
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Scott Ladner lays out his big picture themes for 2026, arguing for small and mid cap financials will rise on the back of deregulation. He also likes electricity and utilities that support AI infrastructure. He believes AI will create jobs but says speed and timing could create “confusion” within the job market. He argues that the U.S.’s moves aroun…
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Mark Zandi thinks we could see three rate cuts in the first half of 2026, citing pressure on the Fed from the job market. Who the new Fed Chair is will “matter a lot,” he adds, and Powell could potentially be a wild card if he stays on as a Fed governor after his term as chair expires. He says investors should watch the bond market for signals arou…
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Don Burnette, CEO of Kodiak AI (KDK), returns to the Watch List to discuss the company's partnership with Bosch to scale its driverless truck fleet. While physical AI will take time to develop, Don expects this partnership to accelerate the process for autonomous driving. He explains how Kodiak trained its AI on 3 million miles of road to increase …
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The latest Charles Schwab STAX report took a downturn for the first time since May. Joe Mazzola expects portfolio rebalancing and end-of-year selling contributing to the down month. However, while companies like Tesla (TSLA) and Palantir (PLTR) saw stronger outflows, Alphabet (GOOGL) and Netflix (NFLX) saw more inflows. Joe later tackles why Gen X …
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“The Fed will need to become more aggressive” to counter a deteriorating labor picture, argues Michael Goosay. He has two rate cuts priced in now and calls that the “minimum” for this year. He thinks those two could even come in the first half of the year. Michael also discusses how a new Fed Chair may change its overall policy. He explains his bul…
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Whether airline fares will go up in 2026 depends on how successful their “extra perks” are in gaining revenue, says David Clement. He sees risk to the premium traveler, which has been supporting the sector, if there is an economic downturn. Price-conscious consumers could also feel left behind. David discusses the shortage of air traffic controller…
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There's nothing wrong with second place, says LikeFolio's Landon Swan. His firm's data shows year-over-year web visits for AMD Inc. (AMD) coming toe-to-toe with Nvidia (NVDA). While Nvidia's dominance is set to continue in the new year, Landon likes AMD's potential to catch up as the company moves to full stack AI integration. ======== Schwab Netwo…
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Dave Mazza with Roundhill Investments returns to Next Gen Investing to explain the latest developments he sees in the meme stock trade. He says these retail traders have matured by learning more about stock fundamentals and the market to make decisions they see as under the radar opportunities. Dave later explains how Mag 7 giant Tesla (TSLA) plays…
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For episode 663 of the BlockHash Podcast, host Brandon Zemp is joined by James Ashton, CEO of Gallaxia. Gallaxia is the world’s first player-owned blockchaingaming studio, co-owned by 50 of the world’s most influential gamers and creators. Collectively, these co-owners command more than 200 million followers and over 30 billion views, including som…
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Nice Ltd.'s (NICE) chief AI officer, Philipp Heltewig, offers investors his perspective in the tech industry to explain AI's evolution. He says AI agents still require oversight despite their usefulness in software firms. Philipp compares AI to a "new user interface" instead of a "silver bullet" to the tech industry. ======== Schwab Network =======…
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