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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Network Infrastructure Podcasts
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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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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Every single podcast we publish in one convenient feed. This is a LOT of content. Hours of audio each week.
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Our most popular pods in one fat feed! Too much technology would never be enough. Includes Heavy Networking, Network Break, Day Two DevOps, Packet Protector, and Network Automation Nerds. Plus new shows when they launch so you know about fresh awesomeness.
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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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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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The Federal Drive with Terry Gerton provides expert insights on current events in the federal community. Read more interviews to keep up with daily news and analysis that affect the federal workforce. The Federal Drive is found at FederalNewsNetwork.com and 1500 AM in the Washington D.C. region.
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Ready to earn your AWS Certified Cloud Practitioner credential? Our Audio Course is your ultimate guide to mastering the fundamentals of AWS Cloud, including security, cost management, core services, and cloud economics. Whether you're new to IT or looking to expand your cloud knowledge, this series will help you confidently prepare for the exam and take the next step in your career. Produced by BareMetalCyber.com, your trusted resource for expert-driven cybersecurity education.
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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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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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CDW Canada Tech Talks: Discussing the Latest Technology Innovations Experts from CDW and our partners tackle hot topics including generative AI, FinOps, the new cybersecurity landscape and more.
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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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Network Break keeps you informed with fast, focused analysis of IT news, products, tech trends, and business outcomes. Blending sharp commentary with a touch of humor, hosts Drew Conry-Murray & Johna Till Johnson sift through the weekly landslide of press announcements, product launches, financial reports, and marketing decks to find the stories worth talking about. You come away with the information and context to make smart decisions in your organization and career … all in the span of a ( ...
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internet lab podcast, “unboxing" the internet to dismantle common misconceptions, by bringing together experts and stakeholders.
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👋 Hello everyone, welcome to Take a Byte by Accton In this show, we discuss IT, networking technology, and industry news in a relaxed, conversational style. 🎙️ Each episode features the latest tech trends and practical technical knowledge. Whether you’re a professional or just curious about technology, there’s content for you here. 🌐 We bring you interesting stories, the latest in the world of networking, and easy-to-understand technical explanations. Take a Byte is not just a show; it’s an ...
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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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The Tech+ Audio Course is a complete audio study companion for the CompTIA Tech+ (FC0-U71) certification exam, designed to guide learners through every domain and objective. Each episode delivers clear explanations, practical examples, and exam-focused insights to help you build confidence and technical readiness. Whether you are new to IT or preparing for your first certification, this PrepCast provides structured support from start to finish.
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Interviews with scholars of urban studies about their new books
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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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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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Interviews with scholars of the economic and business history about their new books
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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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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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A Broad array of topics in the technology space Informative, relevant, and engaging. Without the self-serving narrative. We aim to share industry best practices, drive awareness, and discuss what thought leaders share. Companies or manufacturers often only focus on their area of interest, which is short-sighted, limiting, and siloed. Our diversity and partner network offers substantial, informative value. Similar challenges and growth aspirations exist in the b2b and b2c space. This podcast ...
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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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Conversations with founders, operators and investors who are building the future. Listen to find the stories, ideas, tactics & investments behind the products that will define the future of technology. https://startupproject.substack.com/
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Join Mplify Alliance CTO Pascal Menezes as he explores thought-provoking perspectives from the leaders and changemakers propelling AI-powered digital transformation. Each episode delves into leading-edge business insights from top network, cloud, technology, industry analysts and other top executives—leaving you with key takeaways to help grow your revenue and bring services and solutions to market faster.
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Informed stories about cities and urban life. Listen live on the Community Radio Network. Podcast on Spotify.
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Frens Validator is a key contributor to the Cosmos ecosystem. Besides securing multiple blockchains, we educate our listeners by publishing thought pieces, insightful interviews, and project deep dives. The Frens Validator podcast show is the hub that brings together crypto pioneers, exciting projects, and a thriving community. Tune in with host Juri Maibaum to explore the multichain future and how to make it in Web 3.0.
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Candid conversations with the leaders shaping a more sustainable future. Hosted by Chad Reed, Gil Jenkins, Hilary Langer, and Guy Van Syckle. Produced by HASI, a U.S.-based sustainable infrastructure investor.
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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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Technical interviews about software topics.
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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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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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Bite-sized education for a big-impact world. As the smaller, approachable sibling to the long-form and complex Bare Metal Cyber podcast, Dot Ones are perfect for quick learning moments that build on the larger journey of understanding. Each episode dives into essential topics, breaking down complex ideas into targeted and straightforward lessons—all in under 15 minutes. Whether you're just starting or brushing up, Dot Ones offers practical knowledge in an accessible format, making learning q ...
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Offline AI, personal AI assistants, edge computing revolution, compression of neural networks, privacy, compute efficiency, AI infrastructure startups | David Stout, Founder of Web AI
1:05:25
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1:05:25Discover how WebAI is revolutionizing AI by enabling powerful models to run directly on devices. About the episode: Nataraj chats with David Stout, founder of WebAI, about bringing AI infrastructure to edge devices. David shares his journey from a Michigan farm to pioneering techniques for compressing AI models onto phones, laptops, and even airpla…
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NVDA & A.I. Infrastructure Demand "Feverish," Health Care Stocks "Economically Insensitive"
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8:17Jed Ellerbroek believes equities remain a better buy than bonds moving forward, as long as investors can stomach volatility. He points to health care stocks as ones that remain "economically insensitive" and cheap compared to their tech peers. That said, Jed still likes A.I. and tech, noting the "feverish" pitch seen in Nvidia (NVDA) and A.I. infra…
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CISA's Nick Anderson on defending government networks and critical infrastructure
6:56
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6:56The Cybersecurity and infrastructure Security Agency is hyper focused on its core priorities of defending government networks and critical infrastructure. That's the key message from Nick Anderson, CISA's new Executive Assistant Director for Cybersecurity, Federal News Network's Justin Doubleday spoke with Anderson as part of our Cyber Leaders Exch…
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Big Banks Begin Earnings Season: Loans, Interest Rates & Consumer Key to Growth
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9:40
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9:40Ahead of Tuesday morning's earnings, JPMorgan Chase (JPM) said it will invest $10 billion in companies the U.S. deems critical to national security, which includes the A.I., defense, and quantum industries. Alexander Yokum is a big bank bull with expected loan growth acceleration and benefits from an interest rate cutting cycle. He adds that consum…
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INTC Run "Too Far, Too Fast?" Options Front Stays Bullish
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7:01
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7:01BofA sees "strategic" challenges for Intel (INTC) as a major reason behind its downgrade on the stock. As Marley Kayden explains, the analyst also cites a "too far, too fast" drive higher in the stock price. Shares of Intel have nearly doubled since the start of 2025 and rallied about 50% over the last month. Prosper Trading Academy's Charles Moon …
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Big Picture Perspetive on China & U.S. Rare Earth Tensions, Bank of Japan Interest Rates
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7:03
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7:03Tariff threats reentered the conversation on Friday from President Trump. Charles Schwab's Michelle Gibley talks about what makes the rare earth-centric conversations between Trump and China's Xi Jinping so critical to the future of a trade deal. Michelle tells U.S. investors to watch the Bank of Japan's interest rate story, highlighting key distin…
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SPX Seeks to Reclaim 20-Day SMA, Government Shutdown Remains Looming Threat
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6:49News from utilities tied to the A.I. trade, on top of a softer tone from President Trump in China tariffs, are two ties Kevin Green believes offered reprieve for markets Monday. That said, the longer the government shutdown lingers on, the bigger the risk to markets. Kevin also talks about how crude oil's slide below $60 can signal economic slowdow…
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Ryan: Softening Labor Market, Gold's Grand Rally Reasons to Stay Alert
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6:27Patrick Ryan says the labor market has "unquestionably" softened despite many other economic markers. He points to Friday's sell-off as a reason for bears to take chips off the table, though it's the job market he's watching the most. On gold's extraordinary rally, Patrick believes it's a sign investors are concerned for the future of fiscal policy…
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Market Bounce: Big Bank Earnings, A.I. and Value Stocks to Watch
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7:06A government shutdown and trade tensions took a backseat to a strong market bounce Monday, but can it last? Justin Bergner says the market's focus will shift to earnings season and economic data, particularly from big banks like JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC). He also shares his thoughts on A.I. investment and names a fe…
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INTC & TXN Downgrades, STX & WDC Price Target Hikes, BE's $5B Brookfield Deal
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5:33Bloom Energy (BE) rallied more than 20% to kick off Monday's trading session. Alex Coffey explains how energy demand building for the A.I. infrastructure picture helps play a role in the surging price action. The tech picture is more mixed, with Wells Fargo upping price targets for storage giants Seagate (STX) and Western Digital (WDC), while BofA …
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Futures Higher After Trump Softens Tone on China
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5:19After President Trump's commentary of tariffs against China sent market deep into the red on Friday, a new Truth Social post over the weekend signaled a softer tone. Kevin Hincks reports from the @cboeglobalmarkets and offers insight into whether this upside action can continue, with geopolitical tensions between Israel and Gaza also appearing to e…
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Nvidia (NVDA) touched new all-time highs on Friday before falling with the rest of the market. Tom White takes a look at the technical setup in A.I. chipmaker's rally and what patterns are on his radar. He the $179 level will be key to watch as the NVDA chart has been testing its 50-day moving average. Tom also points to the RSI Momentum study fall…
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Nguyen: 'Flying Blind' Without Non-Farm Payrolls Data
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5:26Tuan Nguyen joins Morning Movers to look at the U.S. labor market. As the government shutdown carries on, he notes that some economists are "flying blind" without the typical monthly jobs data. Tuan believes other data prints will become more important to gauge the health of the economy. He sees the next 2 FOMC meetings as a "make or break moment" …
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Caleb Silver: "Cautious Optimism" and NVDA Dominate Investor Mindset
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6:37Caleb Silver (@investopedia) previews this week's kick-off to earnings season. His team is expecting estimated Y/Y earnings growth of 8% which would build on 9 consecutive quarters of growth. The strongest sectors on Caleb's radar include Tech, Financials and Materials. He shares Investopedia data that reveals a "cautious optimism" continuing to ho…
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Rachel Dashiell examines current chart patterns formulating for cybersecurity stock Palo Alto Networks (PANW). She starts with a look at the 90-day, 4-hour time frame identifying the $208-$210 area as one to watch. Zooming out to the 1-year chart, she highlights the inverse head and shoulders pattern. She points to that $208-$210 level acting as th…
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U.S. and China Trade Tensions, "Dead Cat Bounce" Underway?
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7:02Kevin Green joins Jenny Horne to begin the week after equity markets dropped in dramatic fashion on Friday. KG says this morning's move could be a "dead cat bounce" until there is any breakout above upside resistance. He discusses the rally taking place in materials stocks as uncertainty mounts between U.S. and China trade relations, especially reg…
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Ethan A. Everett, "The Investment Philosophers: Financial Lessons from the Great Thinkers" (Columbia Business School, 2025)
1:17:46
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1:17:46What do Warren Buffett and Friedrich Nietzsche have in common? Why does Baruch Spinoza’s understanding of irrational emotions help explain financial markets? How did Voltaire’s success in a bond lottery arbitrage shape his writing? Can David Hume teach an investor when to buck the consensus and when to heed it? Exploring these questions and many ot…
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Nano Nuclear Energy (NNE) President on Illinois Deal, Cutting D.C. Red Tape
7:25
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7:25When it comes to powering the A.I. trade, Nano Nuclear Energy (NNE) president and executive chairman Jay Yu sees his company being well-positioned. He talks about the recent deal Nano Nuclear made with the state of Illinois as just one instance of the company gaining traction in the nuclear energy space. Jay later turns to the national front, expla…
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NFL, College Sports & Other Franchises See Private Investment Interest Grow
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8:34Steven Olenick with Mintz says sports holds a $1 to $2 trillion value in the private equity markets. He points to scarcity in opportunities for investment that make sports so lucrative. As markets navigate what Steven calls the "beginning stages" of these investments, he highlights how private equity firms played a role in improving franchises and …
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Tech Corner: AMAT's Place in China, A.I. Trade
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6:37Applied Materials (AMAT) rallied to 52-week highs in early October, but potential regulatory changes in China could be weighing on the semiconductor manufacturing equipment provider. George Tsilis dives into the company's fundamental and technical picture, providing an in-depth overview of Applied Materials' business and industry trends. ======== S…
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David Singerman, "Unrefined: How Capitalism Reinvented Sugar" (U Chicago Press, 2025)
1:08:28
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1:08:28Sugar is everywhere in the western diet, blamed for epidemics of obesity, diabetes, and other modern maladies. Our addiction to sweetness has a long and unsavory history. Over the past five hundred years, sugar has shaped empires, made fortunes for a few, and brought misery for millions of workers both enslaved and free. How did sugar become a defi…
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Stock Market This Week: Friday Selloff Reverses All-Time Highs, AMD and NVDA Big Moves
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3:01Friday's selling pressure posted the worst day for the S&P 500 (SPX) since April. All 4 major indices erased gains as markets fell on increasing volatility surrounding U.S. and China trade relations. Despite the red arrows, AMD (AMD) managed to post a 30% gain this week and Nvidia (NVDA) touched new all-time highs Friday. Sam Vadas recaps the week.…
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Economic Sentiment Dives as Inflation, Tariffs Weigh on Consumers
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6:05Consumers are bracing for a slowdown in the economy, according to the University of Michigan's October consumer sentiment survey. Joanne Hsu notes that while the latest reading showed little change from September, consumers are increasingly worried about pocketbook issues, including the return of inflation and a weakening labor market. Tariffs are …
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Friday's Final Takeaways: U.S./China Trade Relations Sour, Government Shutdown Continues
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5:04Jenny Horne and Sam Vadas examine several notable events from Friday's trading session, including a lack of a vote in Congress pertaining to the ongoing government shutdown. But, the biggest item of the day: President Trump's Truth Social post suggesting 'massive' tariff hikes being considered on China. ======== Schwab Network ======== Empowering e…
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Rick Ducat and Jenny Horne break down this week's move in AMD (AMD) including Friday's pullback alongside the overall market. Rick points to this week's 30% move as a bullish short-term move, but when compared to chipmaking peers AMD still lagged the overall group. Rick looks at current resistance and support levels forming as shares fall from all-…
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Overlooked Stock: SERV Slides Following UBER Eats and 7-Eleven Rally
4:37
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4:37Serve Robotics (SERV) recently saw a strong rally after tagging Uber Technologies (UBER) and 7-Eleven as new partners but gave back most of that rally Friday due to the tariff-induced sell-off. George Tsilis talks about the growth potential for the upcoming robotics delivery company, if it can overcome headwinds in its financials. ======== Schwab N…
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Government Shutdown Hitting Airlines as Traffic Controllers are Absent
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6:56
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6:56Hospitality and airlines are being hit by the government shutdown. “Government shutdowns are never good for airlines,” Steven E. Orr says, especially because of the loss of flight controllers. The threats around backpay are also concerning him. However, he does see some tailwinds: jet fuel costs have dropped, for one. ======== Schwab Network ======…
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Playing the "Trump Trade:" Staying "Hypersensitive" to A.I. & Volatile Movers
6:58
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6:58Matt Tuttle sees Friday's sell-off as a buying opportunity for investors. He urges everyone to focus on President Trump and the fields he's focused on to see what the next potential movers are, seen through government stakes in companies like Intel (INTC), MP Materials (MP) and Lithium Americas (LAC). Matt still sees upside in the A.I. trade as wel…
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Bitcoin's "Discounted" Value? Ray Salmond Sees Potential in Crypto Pullback
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8:53
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8:53Markets sold off on Friday after President Trump hinted at a big tariff hike against China. Cryptocurrencies like Bitcoin and Ethereum also slid on the headlines, but Ray Salmond sees opportunity in the pullback. He explains why crypto may be trading at a "discount." ======== Schwab Network ======== Empowering every investor and trader, every marke…
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Top 10% of Households are Creating 50% of Domestic Consumption
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6:30Nancy Davis and Joe Hegener discuss the Michigan Consumer Sentiment report, which was slightly better than expected though still moving lower. Joe notes that half of all domestic consumption is being done by the top 10% of households, income-wise. He calls this concerning for democracy and the economy and discusses the difficulty the rest of the U.…
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Sissel: Current Sell-Off "Buying Opportunity," MRVL & LDOS Top Picks
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8:26Shana Sissel believes headline-driven market sell-offs, like Friday's surrounding President Trump's tariff threat against China, are buying opportunities. Sell-offs tied to sustained economic weakness are a different picture in Shana's book. She highlights ways investors can protect themselves against volatility if those situations occur. She later…
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Jeff Weniger notes “deterioration” in private equity valuations and what it can tell us about public markets. He explains how firms may be pushing these private equity holdings into 401(k)s and how that could affect retirement planning. He also muses on whether the Fed is seeing something “we don’t see” yet as private equity financial giants like A…
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October Prime Days Boosts Amazon, AMZN Stock Growth Leans on AWS
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9:36Sentiment for Amazon (AMZN) has improved, says Likefolio's Megan Brantley, who points out rising trends in the ecommerce giant. The company's October Prime Days offered a leg up for Amazon and its customers a chance to get ahead on the holiday shopping season. However, Megan sees AWS cloud being Amazon's leading growth driver. As she points out, AW…
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APLD Muscles Through Market Sell-Off After Earnings
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5:12Applied Digital (APLD) showed a strong green shoot during Friday's market sell-off. As George Tsilis notes, the data center and cooling tech company posted an earnings beat that impressed the Street. Even as financials improve, George points out that the company remains unprofitable even as A.I. infrastructure sees more demand. ======== Schwab Netw…
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How Sports Leagues are Using AI for Optimal Scheduling
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6:05Andy Tabrizi, CEO of Recentive Analytics, discusses how sports leagues are adopting AI. His company helps consolidate data to “forecast what will happen under any given scenario” to assist live event scheduling. This becomes particularly important when different leagues are playing at the same time. Andy also talks about how this impacts the sports…
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Earnings Next Week ‘Make or Break’ for Markets
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5:16Keith Buchanan calls next week a “make or break week” as earnings season begins and big banks give investors an economic picture. Andrew Wang tells investors to watch profit margins as companies navigate inflation and tariffs. They preview catalysts that they see for markets and discuss whether the bull run can continue. ======== Schwab Network ===…
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"Nothing's going to stop this train" when it comes to the A.I. trade, says StocksToTrade's Tim Bohen. He offers three stock ideas that he sees as unsung plays in the industry. Tim expects Terawulf (WULF) to gain traction as A.I. infrastructure scales, a need for Applied Digital's (APLD) cooling technology, and Energy Fuels Inc. (UUUU) to pick up th…
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Trump Threatens ‘Massive Increase’ of Tariffs on China; 3%-7% Pullback in Cards
8:51
8:51
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8:51Tim Davis reacts to stocks falling on President Trump’s comments around China, including threatening a “massive increase” of tariffs. He still sees a lot of momentum in the market but notes upcoming “seasonality” troubles and thinks we could be in for a 3%-7% pullback. He says to keep in mind that the “Fed has our back” as it continues to cut rates…
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"Drug of Monetization:" How Profits Can Accelerate GOOGL Innovation
8:34
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8:34Alphabet (GOOGL) has experienced a surge in its stock price after lagging through most of 2025. Wedbush's Scott Devitt adds that Alphabet's backdrop has improved "significantly" from a consumer sentiment and technological standpoint but won't be surprised to see a cooldown in price action. He talks about how the company has become "addicted to the …
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Bulls Show No Signs of Pausing Rally, Disruptions Will Reverse Momentum
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7:41Charles Schwab's Joe Mazzola weighs in on what he sees as a "bifurcated economy" where higher-end consumers are doing well while lower-end Americans appear to struggle. Despite that, Joe doesn't see bullish market moves wavering. That could change if the government shutdown continues longer than investors predict, or if there's any disruption to th…
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China has launched an investigation into Qualcomm (QCOM) for what it calls a violation of anti-monopoly laws. Jenny Horne explains how it's just the latest development to counter U.S. tech, adding that Nvidia (NVDA) will face tightened restrictions as well. Dan Deming offers an example options trade for Qualcomm as it faces these overseas headwinds…
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Taking Advantage of M&A Deals with Merger Arbitrage
7:44
7:44
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7:44Roy Behren explains how investors can use merger arbitrage to take advantage of M&A activity, which is expected to rise in the next few years. There has already been more than $3.4 trillion in M&A in 2025. He shows his firm’s fund based around this idea, MERIX, and covers the sectors that he’s watching for potential M&A activity. ======== Schwab Ne…
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TNO045: IP and Optical Integration: Automation Across Layers
1:02:17
1:02:17
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1:02:17LightRiver has software and service products focused on the automation, optimization, and simplification of multi-layer, multi-vendor, and multi-generation networking. Today we have a team from LightRiver lead by Jim Brinksma to help explain how LightRiver is advancing automation in optical and bridging the gap between the IP and optical layers. Th…
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1
TNO045: IP and Optical Integration: Automation Across Layers
1:02:17
1:02:17
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1:02:17LightRiver has software and service products focused on the automation, optimization, and simplification of multi-layer, multi-vendor, and multi-generation networking. Today we have a team from LightRiver lead by Jim Brinksma to help explain how LightRiver is advancing automation in optical and bridging the gap between the IP and optical layers. Th…
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Nathan Moser’s Small Cap Picks: PLNT, VCTR & More
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5:54
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5:54Nathan Moser thinks small caps have a “multi-year move” up ahead. While the government shutdown has paused the IPO market, he expects 2026 to be a “very good year” for them, as well as M&A deals. His picks right now include Planet Fitness (PLNT), Victory Cap (VCTR), and Ligand Pharma (LGND). ======== Schwab Network ======== Empowering every investo…
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Fed Narrows Chair Candidates, Shutdown Continued Into Earnings Season
5:21
5:21
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5:21The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome P…
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David Darst Reviews Stock Picking Successes and Names New Favorites
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9:56David Darst looks at the potential Fed Chair nominees and why he thinks Scott Bessent wouldn’t take the position. He looks at historical rate cutting cycles and “fever and fervor” in the markets, particularly in AI. He expects earnings to be a market driver next year. David examines his stock picks from March, including GOLD, EL, and ABBV, and brin…
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