Best Spx Options Podcasts (2025)

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Tech Corner: NVDA A.I. Dominance 7:02

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13h ago7:02

7:02

Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental catalysts driving Nvidia up more than 100% from its 52-w…

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Philanthropy Beyond Charity: Leveraging Talent for the Common Good 7:23

13h ago7:23

7:23

John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distinguishes between charity and philanthropy, advocating for a more active role in addressing societal issues. Studzinski highlights the importance of leveraging personal talents, not just financial resources, and the…

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Wednesday's Final Takeaways: Shopping, Turkey, Thanksgiving Holiday 4:49

1d ago4:49

4:49

It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the trading year to date, including this week's surge in retailer stocks ahead of Black Friday and Cyber Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo…

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Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY 6:46

1d ago6:46

6:46

James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture business. Deere (DE) reported a top-and-bottom line earnings beat, but shares slid on lackluster guidance and potential tariff-induced cost pressures impacting its international business. James is looking…

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Redfin’s Fairweather on Why Unsold Properties are Leaving the Housing Market 6:34

1d ago6:34

6:34

Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low mortgage rates also make sale alternatives like renting to others appealing. However, it does heavily depend on location, with more homeowners giving up in Florida and Texas. Daryl also compares rent…

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In ‘Third or Fourth’ Inning of AI Capex Spend 8:52

1d ago8:52

8:52

Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks the market is waiting “for a shoe to drop” either way. He thinks the Fed will be “on hold” after one more cut, whether it comes in December or not. Dustin shares his view of the bond market and potential …

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Zscaler (ZS) Drops After Earnings, But Mitch Ashley Sees Upside 7:54

1d ago7:54

7:54

Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explai…

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AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’ 8:15

1d ago8:15

8:15

Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.” ========…

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Using Futures Products to Diversify Portfolios: Crude, Cocoa, Coffee 6:32

1d ago6:32

6:32

Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great exposure to global equities right now,” he says, highlighting several international markets. Ted is also short crude oil, not seeing a lot of strength and potentially further downside. He’s also long coffee,…

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Dan Ives: "Nvidia's World, Everyone Else is Paying Rent" 10:22

1d ago10:22

10:22

Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this…

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Under30: CleanSpark Pivot to Data Center Business Model 5:01

1d ago5:01

5:01

George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performan…

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Holiday Travel Season Expectations: 22 Million Expected to Fly This Weekend 4:48

1d ago4:48

4:48

Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also g…

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Ca$htag$: ‘Everything Looks Rosy’ for Apple (AAPL) 11:07

1d ago11:07

11:07

Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Ev…

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The Big 3: EBAY, WMT, META 12:41

1d ago12:41

12:41

Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the …

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A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle 7:13

1d ago7:13

7:13

Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL)…

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DELL Earnings Breakdown: Transforming into a Key AI Player 7:02

1d ago7:02

7:02

Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on…

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Hill: Last Few Trading Weeks Technical-Driven, not Fundamental 6:37

1d ago6:37

6:37

Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is look…

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NextNRG (NXXT) CEO on Investing in Energy Generation and Energy Independence 5:51

1d ago5:51

5:51

Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go throu…

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Sakraida: Deere Quarter "Wasn't Terrible"; Investors Focused on 2026 Outlook 7:36

1d ago7:36

7:36

Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains tha…

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The Morning Trade: DELL 7:25

1d ago7:25

7:25

Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Cha…

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Jobless Claims Drop, A.I. Giants Battle for Leadership 8:31

1d ago8:31

8:31

Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility …

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Andersen: Starting to See ‘Initial Cracks’ for NVDA, Market has ‘Fantasy’ of AI Capabilities 7:52

1d ago7:52

7:52

Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center dema…

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Michael Landsberg’s Picks: NEE, ENSG, ANET 6:30

1d ago6:30

6:30

“The real reason the market’s rallied is… [analysts] underestimated the power of corporate earnings,” argues Michael Landsberg. He’s worried about parts of AI, including profitless companies, as well as portfolio underexposure or overconcentration in particular names. His stock picks include NextEra Energy (NEE), citing dividend growth and “demogra…

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Peter Tuchman on NVDA, PLTR and the Bullish Case for a Year-End Rally 10:16

1d ago10:16

10:16

The Einstein of Wall Street joins Nicole Petallides at the NYSE set to provide his roadmap for this week's market performance. His whirlwind whimsy touches on everything from the report that Kevin Hassett could be a favorite to replace Jerome Powell as Fed Chair, to Nvidia (NVDA) and Palantir (PLTR) pullbacks after earnings. Later, Peter provides 3…

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ADSK Raises Guidance, WDAY Wobbles Despite Earnings Beat 4:13

1d ago4:13

4:13

George Tsilis jumps on to Opening Bell to look at Autodesk's (ADSK) premarket surge after earnings. The company's CEO says long-term growth is due to steady A.I. demand, prompting the company to raise its revenue outlook. Meanwhile, Workday (WDAY) shares were going the opposite direction after it topped earnings estimates in its 3Q report. George p…

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NYSE Earnings Reaction: DELL, HPQ, DE 5:49

1d ago5:49

5:49

"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Mean…

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Options Corner: ORCL Bullish Trade After Breakdown 5:14

1d ago5:14

5:14

"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise to all-time highs back in September. Rick shows the technical levels that acted as previous support, before further breakdown as shares fell below its 50-day and 200-day moving averages. Despite the downward mov…

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Hesser: 'Reasonably Strong Economy' & 'Reasonably Healthy Consumer' 8:37

1d ago8:37

8:37

Van Hesser joins Diane King Hall to discuss "the tale of two economies" facing U.S. investors and various income-level households. He says this is a "reasonably strong economy, but with an anxiousness coming out in the data." In terms of belt-tightening efforts, he says wealthier households are driving the economy and that group will be closely wat…

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White: 'Headscratcher' NVDA Move, HPQ Earnings & Layoffs 7:51

1d ago7:51

7:51

Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). Tom calls the pullback in Nvidia a "headscratcher" as the company releases comments saying their chips are a "generation ahead" of Google's TPUs. Meanwhile, Tom hops over to HP Inc. (HPQ) as the A.I. i…

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Li Auto Earnings Recap & Crowded Chinese Premium EV Market 7:32

1d ago7:32

7:32

Following the latest earnings results from Li Auto (LI), Olivier Blanchard examines the Chinese automaker's competitive outlook. The company missed on its 3Q EPS as revenue came in just above expectations. He says the premium-EV demand outlook in China is good, but suggests it is an overcrowded area for auto brands. "We don't need 4," Olivier adds.…

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Honing In On a Fed Chair Replacement? 5:47

1d ago5:47

5:47

Ben Emons joins Morning Movers to discuss the Bloomberg report that Kevin Hassett has emerged as a frontrunner for the next Federal Reserve Chair role, replacing Jerome Powell after his term expires. He discusses the role of a "shadow Fed Chair" amid a potential rate-cutting cycle for the U.S. central bank. Ben adds he's not counting out Treasury S…

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Alphabet (GOOGL) vs Nvidia (NVDA) vs Old Tech Rivalries 7:33

2d ago7:33

7:33

Russell Rhoads looks at the Alphabet (GOOGL) vs Nvidia (NVDA) AI chip story, noting that most of Nvidia’s revenue comes from only around 5 companies, so any of them changing or adding vendors could threaten it. “Barring a very negative day tomorrow…the S&P 500 is going to be up about 15% year-to-date,” he notes, and historically, “we’ve got about a…

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Tuesday's Final Takeaways: Consumer Confidence Slips & International Movers 4:48

1h ago4:48

4:48

Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discussions around the next Fed chair, Ukraine peace talks and China all play into underlying price action. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe …

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Overlooked Stock: KEYS Tops SPX, Taps January 2022 Highs After Earnings 5:10

2h ago5:10

5:10

Keysight Technologies (KEYS) rallied 10% on Tuesday's session and closed at highs it hasn't seen in nearly four years after posting a strong earnings report. George Tsilis explains why the company shines as a standout in a shrinking electronic design and test solutions industry. He adds that a share buyback is helping boost the stock's rally. =====…

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Can Crude Oil Hit $50? How Long Can an AI-Driven Market Last? 9:58

2h ago9:58

9:58

“Stagflation is not completely behind us as a risk…it’s really AI and tech vs the rest,” says Rachel Ziemba. She discusses the future of energy in the United States, especially with demand from technology; looking at oil, she talks about whether it could hit the $50 level or even below. She’s also watching private credit and AI capex, with “questio…

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DigitalOcean (DOCN) CEO on Cloud Growth, Expanding A.I. Capabilities 6:48

2h ago6:48

6:48

Paddy Srinivasan, CEO of DigitalOcean (DOCN), talks about how his company's recent earnings and the role cloud plays in business growth. He labels an addition of $1 million-plus customers and A.I. growth as the biggest drivers accelerating the company. As international companies like Alibaba (BABA) expand their A.I. capabilities, Paddy explains how…

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‘Best Possible Time to Have Dry Powder’ & Buy on Dips 7:01

2h ago7:01

7:01

“We have not begun to see the tip of the iceberg for how additive” AI can be to corporate profits, argues Chris Kampitsis. He sees tailwinds for Alphabet (GOOGL) after it lagged other AI peers. “Now is the best possible time to have dry powder in the portfolio,” he says, and buy on dips. However, he also adds some hedging strategies to consider in …

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Technical Tuesday: SPX, TMDX, TEM 7:04

2h ago7:04

7:04

Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), TransMedics (TMDX) and Tempus A.I. (TEM). He points out a “banner of resistance” on the SPX, coincident with an uptrend line. On TransMedics, he sees price trying to push past $146 and says that if it closes above there, it could be a bullish signal for the stock. Tempus A.I. is moving off …

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Potential Retail Winners This Holiday Season: FIVE, SIG & More 7:06

2h ago7:06

7:06

Jharonne Martis and Brian Jacobsen cover the retail trade. Jharonne thinks Five Below (FIVE), Signet (SIG), and Dillard’s (DDS) will all do well. Brian highlights Kohl’s (KSS), with its new CEO, as a potential turnaround story. They also talk about how a December rate cut could impact retailers and consumer holiday spending. ======== Schwab Network…

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Crypto Corner: November's Bitcoin Weakness, Dogecoin Fund 6:53

3h ago6:53

6:53

Ahead of the Thanksgiving holiday, Jenny Horne and Adam Lynch look at the overall cryptocurrency space through the lens of JPMorgan's latest bitcoin and bitcoin mining notes. They dissect the ETF flows in Bitcoin, Ethereum and what was moving among retail investors this month. Then, Adam discusses a new Grayscale Dogecoin fund (GDOG) and what it me…

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Finding Comfort in Bitcoin Volatility & Using "Triple Compounding" 7:04

4h ago7:04

7:04

Kiana Danial (@InvestDiva) believes there are still plenty of opportunities to discover in crypto amid heavy volatility in the space. She notes that the cryptocurrency's drop in 2018 was significantly larger than the one happening now, telling investors to find patterns in price activity for potential pullback opportunities. Kiana also explains her…

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Jamner: Fed Will Cut in December to Reduce Labor Market Risks 5:59

4h ago5:59

5:59

Josh Jamner discusses the return of government data, the labor market, and whether the Fed will cut in December. He thinks consumers are under pressure but “have consistently shown up” for holidays and for good deals. “We’re not seeing a collapse” in jobs, he says, but expects the Fed to cut to remove risk from the table. ======== Schwab Network ==…

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Ca$htag$: Costco (COST) Hitting Tariff & Crowding Challenges 9:48

5h ago9:48

9:48

Likefolio’s Landon Swan calls Costco (COST) “frustrating for investors,” noting that it is near one-year lows. He says their data is moving “in the wrong direction,” noting slower growth than investors hoped for. With a third of their goods imported, he thinks they’re hitting tariff challenges as well. Landon also says consumers are reporting worse…

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The Upside to Kimberly-Clark’s (KMB) Kenvue (KVUE) Acquisition 6:15

1h ago6:15

6:15

David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and competition against other giants like Procter & Gamble (PG). He covers potential regulatory concerns around the merger, as well as what the “synergies” could look like. “The merged company is just mor…

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The Big 3: GOOGL, NVDA, ORCL 13:30

1h ago13:30

13:30

Jessica Inskip turns to the tech trade for today's Big 3 with a focus on headlines between Mag 7 giants Alphabet (GOOGL) and Nvidia (NVDA). She sees significant upside for the Google parent company after acquiring a TPU deal with Meta Platforms (META), though she urges investors not to discount Nvidia and its wide A.I. moat. As for Oracle (ORCL), J…

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Ellerbroek: GOOGL has ‘So Many Strengths’ in AI; AMZN ‘Most Underappreciated’ AI Play 8:42

3d ago8:42

8:42

Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because Alphabet’s chips won’t be as powerful as Nvidia’s. However, questions around this deal remain as Alphabet enters the chip space: “What kind of gross margin…what kind of capacity?” He also looks at Ama…

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DELL's "Margins Story" & Options Trade Ahead of Earnings 6:53

2h ago6:53

6:53

When it comes to Dell Technologies' (DELL) earnings after the close Tuesday, Michelle Connell calls the report a "margins story." She explains where she sees Dell in the overall A.I. trade compared to giants like Nvidia (NVDA) and how the company can hit her price target of $165. Tom White offers an example options trade for Dell. ======== Schwab N…

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GOOGL Eyes $4T Club: META's TPU Deal Adds Bullish Momentum 7:09

2h ago7:09

7:09

Alphabet (GOOGL) is close to joining Apple (AAPL) and Nvidia (NVDA) to having $4 trillion in market cap. Marley Kayden explains how Gemini 3.0 and deals with Meta Platforms (META) and NATO boosted Alphabet's already impressive run. She dives into how the lack of supply adds pressure to Nvidia. @ProsperTradingAcademy's Mike Shorr takes traders throu…

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ORCL Earnings More Important Than NVDA? A.I. Spend Takes Over Trade 7:55

2h ago7:55

7:55

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KG: Analyzing NVDA Volatility Impact & Retail Signals for FOMC 7:19

3h ago7:19

7:19

Lots of data hit the wire on Tuesday, from an uptick in pending home sales, to September's PPI and retail sales. Kevin Green talks about what it means for the FOMC and December probabilities for an interest rate cut. KG also talks about Nvidia's (NVDA) dip below $170 and the significance of the break, highlighting the volatility it brought to the S…