Best IBM Big Data Podcasts (2025)

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DAL Overcomes Travel Turbulence: Navigating Options Following Earnings 6:25

Play Pause

18m ago6:25

6:25

Delta Airlines (DAL) posted a quarterly earnings report that soared above Street estimates, giving the stock a lift on Thursday's session. Marley Kayden talks about the report that includes an uptrend in travel outlook and bullish commentary from the CEO. Joe Tigay takes investors through the options front and offers an example trade for Delta. ===…

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Senate "Stalemate" Impacts U.S. Jobs, Spending Next to Take Hits 8:03

25m ago8:03

8:03

The U.S. Senate continues to struggle to pass an agreement on reopening the government. Charles Schwab's Mike Townsend says we're starting to see material impacts from the shutdown, including slowdowns at airports due to air traffic staff "protesting" over a lack of paychecks. Mike warns that an extended shutdown into the back half of October will …

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Is the Housing Market in a Recession? 5:33

29m ago5:33

5:33

“Homebuilders have reached their pivot points on margins,” Neil Dutta argues, so they will move to protect those margins now. He expects less construction employment from here, which will “affect the economy in ways that consensus forecasters aren’t really appreciating at the moment.” He think rates need to be “a lot lower” to bring homebuyers off …

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Powell Makes No Economic Comment, Government Shutdown Impacts Beginning 4:13

1h ago4:13

4:13

Fed Chair Jerome Powell didn't make any point regarding the state of the economy when he took the mic in Washington D.C. Kevin Hincks believes other Fed governors will. He tells investors to watch the wire for economic comments that signal any stance on the interest rate cycle. Rocketing gold prices remain another key interest for investors, as Kev…

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Mark Gibbens’ Stock Picks: BABA, CRWD & More 9:28

1h ago9:28

9:28

Mark Gibbens is targeting above 7K for the SPX by year end and 7.5K in 2026. His stock picks include Alibaba (BABA), believing that the U.S. and Chinese AI markets can “coexist.” He also likes CrowdStrike (CRWD) and Shopify (SHOP). However, he’s hesitant around investing in small caps and cautious on crypto. ======== Schwab Network ======== Empower…

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AI Bubble Warnings, Jack Ablin’s Strong Cash Flow Stock Picks 8:21

1h ago8:21

8:21

Jack Ablin is concerned about the cross-investment and ownership within the tech sector and lists other signs of a potential AI bubble. He notes a study finding a lack of return on AI spend, but he thinks there are industries that will “transform” with the power of AI. He shares some stock picks, including Blackrock (BLK), Abbott (ABT), and Deere (…

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NVDA Can Sell Chips to UAE, TSM Revenue Rises 30%, ORCL Ropes In New Bulls 5:28

1h ago5:28

5:28

Diane King Hall talks all about the tech trade when it comes to Thursday morning's movers. She notes TSMC's (TSM) 30% climb in year-over-year revenue, though it didn't power a stock rally. One stock rally Diane does point out: Nvidia (NVDA), after the chipmaking giant secured permission to sell A.I. chips to the United Arab Emirates. Oracle (ORCL) …

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Options Corner: ORCL 2:43

2h ago2:43

2:43

Rick Ducat looks at the software sector in today's options corner, with focus on Oracle (ORCL). He shows the disruptive nature of the A.I. trade to the overall group before showing the "falling wedge" shape taking place in Oracle after hitting all-time highs last month. Then, Tom White later composes an example options trade with a bullish stance. …

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FOMC Minutes: "Hammering Home" Inflation Messaging 7:06

2h ago7:06

7:06

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) says it was interesting that a handful of Fed members didn't see a need for a rate cut in the September meeting. She believes the Fed will continue to be data dependent, despite the government shutdown disrupting certain reports like non-farm payrolls. Danielle adds there was a "hammering home" o…

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The impact of AI on the workforce: A state-level case study 44:04

1h ago44:04

44:04

Daniel sits down with Chelsea Linder, VP of Innovation and Entrepreneurship at TechPoint, to explore the what AI innovation and impact look like on the ground. They discuss Chelsea's journey from the VC world into economic development/ innovation, the growth of an AI innovation network in Indiana (funded by the SBA), lessons learned from fostering …

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Clark: Market is 'Completely Brushing Off this Shutdown' 8:13

3h ago8:13

8:13

As the U.S. government shutdown continues, Brandon Clark says markets are moving past it already. He discusses the historical trends from previous shutdowns acting as prior roadmaps for market performance. Brandon adds the Fed's rate cut path is the most significant driver for the economy, especially regarding the labor market. Brandon points to we…

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Chart of the Day: TSM Technicals 4:13

3h ago4:13

4:13

Ben Watson dials up the short-term chart for TSMC (TSM) and shows technical patterns that could indicate "frothiness" with big up and down swings. On the 5-day timeframe, he points to $307 as a possible resistance point and $296 as a level of support. He does say its hard to deny the upward trend on this chart, pointing to the symmetrical jumps sin…

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DAL Earnings, AMD's Massive Week & "Climbing the Wall of Worry" 8:50

3h ago8:50

8:50

Fresh off the heels of new highs for equity markets, Tom White and Diane King Hall examine the current market sentiment led by A.I. capex spend by megacap tech stocks. They address the market phrase "climbing the wall of worry" and whether or not that defines the current rally. Tom thinks a "little consolidation" might ultimately be healthy for the…

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What to Expect from the Next Wave of Blockchain 5:37

9h ago5:37

5:37

With Bitcoin, Ethereum, and crypto-tied products continuing to gain market momentum, Austin King says investors need to stay vigilant on moves in the cryptocurrency space. He says regulatory clarity will drive momentum higher into the fourth quarter and 2026. Austin addresses what he sees in the next wave of blockchain and explains how investors ca…

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Buckle in for Earnings Season: Difficult Comps, Decelerating Growth, and Stocks at Highs 7:57

10h ago7:57

7:57

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Crypto Corner: Bitcoin New Highs, Government Shutdown Impact and a NEW Crypto Index 6:13

11h ago6:13

6:13

Jenny Horne and Adam Lynch explore this week's top cryptocurrency headlines including the new all-time highs in Bitcoin (/BTC). Adam dives into the chart and provides some technical areas to watch on any pullbacks. Then, the duo discusses the ongoing government shutdown and one analyst's note on how it could impact crypto regulation. Later, Adam pr…

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Stock Market Today: NVDA Backs xAI, AMD Rally Continues, DELL Gains Bullish Optimism 2:18

19h ago2:18

2:18

All major indices except the $DJI saw gains on the session with the SPX and NDX tapping new all-time highs. Nvidia (NVDA) moved higher after it backed Elon Musk's xAI, though its rally wasn't nearly as high as AMD Inc.'s (AMD). Dell Technologies (DELL) served as another tech stronghold after getting several price target hikes from analysts. Marley …

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FOMC Minutes Reaction & How Government Shutdown Puts Pressure on Rates 6:59

11h ago6:59

6:59

Jan Szilagyi and Brian Jacobsen break down today’s FOMC minutes. October cut odds rose on the back of the release, which showed all members voted for a 25 basis point cut in September except one, who advocated for a deeper cut. Brian advocates for trimming winners, with growth risks remaining elevated. Jan thinks every day of the government shutdow…

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‘Trim Where it’s Appropriate’: Carol Schleif’s Portfolio Tips 5:34

11h ago5:34

5:34

Carol Schleif is looking forward to the Beige Book report to gauge economic conditions. She notes that gold, a traditional hedge, is hitting new highs even as the market is, and what could be behind the unusual move. She likes investments in construction, energy and healthcare and sees robust demand for deals. She’s urging clients to “trim where it…

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JOBY Slides on Share Offering & TSLA Speculation 6:14

11h ago6:14

6:14

Joby Aviations (JOBY) shares have jumped nearly 200% over the last year but saw a strong sell-off today after the company announced a new share offering. As George Tsilis points out, speculation surrounding Tesla's (TSLA) latest EV announcement didn't help Joby, either. George talks about how an abundance of optimism priced into pre-revenue stocks …

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Wednesday's Final Takeaways: Gold Gains, Energy Lags & Powell Taking Podium 5:33

11h ago5:33

5:33

Gold's monstrous rally remains a key focus for Marley Kayden and Sam Vadas when it comes to Wednesday's unsung stories. That, paired with energy's lagging performance, are moves they say warrant investor attention. Marley and Sam also talk about points to consider ahead of Jerome Powell's speech in Washington D.C. Thursday morning. ======== Schwab …

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Gold Soars to $4000 as Reserve Currency Concerns Mount 7:50

11h ago7:50

7:50

Gold just broke above $4000 for the first time ever, and Joe Cavatoni believes it's more than just a safe-haven play. Cavatoni points to growing concerns over the U.S. dollar's status as a reserve currency, rising debt levels, and central banks' continued gold buying sprees. He also notes that September saw a record $17 billion in gold ETF inflows,…

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Rally Powers CFLT as Company Considers Selling Itself 6:54

19h ago6:54

6:54

Reuters reports that Confluent (CFLT) is weighing a company sale after the data streaming platform collected acquisition interest. George Tsilis adds that the Confluent serves as a backdoor A.I. play. While the stock is moving higher on the headlines, George explains the headlines that lie ahead for Confluent even if a prospective buyer eyes the co…

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DELL Closes at 2025 High: Can the Stock Store More Bullish Potential? 6:12

11h ago6:12

6:12

Dell Technologies (DELL) closed as an SPX top performer near its all-time high after capturing bullish attention of analysts. The company recently raised EPS and revenue guidance forecasts. Rick Ducat adds that Dell's exposure to storage gives it an edge, even if its rally still falls vastly short of competitors like Micron (MU). Rick turns to key …

1
Spotlighting the Defense Sector & AI Innovation 6:24

11h ago6:24

6:24

Garett Smith, CEO of Reveal Technology, spotlights the defense sector. He points to an increase in non-traditional contractors and expects larger flows into AI and new, innovative players. He highlights conflicts and potential conflicts around the world to make the case for further defense development. He also comments on what he expects after the …

1
Measuring Market Risk Ahead of Earnings Season 8:27

11h ago8:27

8:27

“Bull markets don’t die of old age.” Jordan Rizzuto looks at the market’s latest highs and thinks we can still move higher. He previews the upcoming earnings season, discussing how expectations have risen from the depressed level that the tariffs created. He sees three key drivers of risk: consumer behavior, underlying asset strength, and the marke…

1
Roundhill's MEME ETF Returns: Using OPEN, RGTI & Related Stocks as Strategy 7:28

19h ago7:28

7:28

Dave Mazza with Roundhill Investments talks about how much of a "force" retail investors became during the COVID-19 pandemic, seen in the GameStop (GME) craze in early 2021. A resurgence in meme stock plays led Roundhill to relaunch its MEME ETF, which Dave says gives investors the chance to experience volatility stocks like Opendoor (OPEN), Hims &…

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Pence: Buy A.I. Chips on Dips, AVGO 'Picks and Shovels,' ASML & TSM 'Chokepoints' 8:29

19h ago8:29

8:29

Dryden Pence believes there will be one or two more "insurance cuts" from the FOMC before the end of 2025 — something he sees adding power to the A.I. trade. He believes investors can buy A.I. chipmakers on dips due to their longevity. Dryden is a long-time fan of Broadcom (AVGO) due to its dominance in custom chip creation. He adds that TSMC (TSM)…

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Ca$htag$: Pepsico (PEP) Ahead of Earnings 9:02

11h ago9:02

9:02

Likefolio’s Megan Brantley previews Pepsico (PEP) earnings, which the company scores negatively. She says international sales are a “wild card” and notes that demand has struggled. She discusses the consumer snack market and the strength of Pepsico’s brands vs competitors. The market seems to have set the bar low before its report. ======== Schwab …

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Occidental (OXY) Sells OxyChem as Crude Oil Continues to Fall 6:12

13h ago6:12

6:12

Nitin Kumar and Carley Garner break down Occidental Petroleum (OXY) selling OxyChem to Berkshire Hathaway. Nitin thinks this frees up OXY’s balance sheet and will allow them to start stock buybacks like their peers. Carley calls it “opportune timing,” since crude oil tends to peak in October. She considers crude’s path a slow motion train wreck thi…

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Silver/Gold Ratio: ‘Silver Squeeze Moment’ Just the Beginning 8:33

15h ago8:33

8:33

“This is a silver squeeze moment, and the beginning of something brand new.” David Stryzewski covers the gold/silver ratio as gold hits record highs of $4,000 and above. “Silver is ultimately connecting all the circuits of the world,” he emphasizes, stressing its need within the semiconductor industry. He also addresses the U.S. dollar, which is st…

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The Big 3: VIX, TOL, TLT 12:42

15h ago12:42

12:42

TheoTrade's Don Kaufman is a bull when it comes to the CBOE Volatility Index (VIX), though he's a bear when it comes to Toll Brothers (TOL) and the iShares 20+ year Treasury Bond ETF (TLT). He explains why he sees an uptrend in volatility creating a vortex for stocks and bonds. Don also offers example options trades for his Big 3 while Rick Ducat d…

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AMZN Gets Holiday Head Start as Experts See Over $250B in Seasonal Spend 7:20

15h ago7:20

7:20

Adobe estimates more than $250 billion will be spent in the 2025 holiday shopping season. Vivek Pandya urges investors to pay attention to results in Amazon's (AMZN) latest Prime Days, which he believes will be an early signal to what consumers are looking for this year. Vivek explains why he sees strong spending trends amid continuing economic unc…

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DAL Flies on Rising Sentiment, Domestic Demand Crucial for Rally 7:18

15h ago7:18

7:18

Delta Airlines (DAL) reports earnings Thursday morning, and Jarrett Bilous expects the company to perform well in the report. He says consumer sentiment surrounding the airline has improved in recent quarters. He says the company needs to prove it can fly high on domestic demand and show trends accelerating. Tom White offers a pair of example optio…

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Labor Strains Pressure U.S. Lawmakers, SOX Shows Tech Stretch 6:56

15h ago6:56

6:56

Pressure is on for the U.S. government to reopen, says Charles Schwab's Nate Peterson, pointing to labor strains in airports being the latest sign of disruption. That said, he thinks the markets will continue to push risk aside as it expects a deal to come sooner or later. Nathan also tells investors to brace for a tech pullback, noting a historic …

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PEP Faces Wall of Resistance Following Earnings 5:37

15h ago5:37

5:37

PepsiCo (PEP) reports earnings before Thursday's opening bell, and analysts range from neutral to bullish on the name. Marley Kayden adds that the Street expects revenue to tick higher, though points to other headwinds she sees challenging the stock's upside momentum. Prosper Trading Academy's Scott Bauer explains the "wall of resistance" the stock…

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Stockton: "Exhaustion" Hits Strong Market Uptrend, Stay Mindful of Pullback Potential 6:14

15h ago6:14

6:14

Katie Stockton with Fairlead Strategies notes a strong trend to the upside seen in indices and sectors — all without a significant pullback. That lack of a pullback has Katie concerned when it comes to holding the rally. She sees signs of "exhaustion" that can open the door to strong selling action if market leaders like tech exhibit weakness. Kati…

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The Story: Spies vs. AIs 24:40

1d ago24:40

24:40

This week, we check in on the CIA and how it’s faring in the age of AI. Oz sits down with David Ignatius, a foreign affairs columnist for The Washington Post to discuss his article, “A Band of Innovators Reimagines the Spy Game for a World with No Cover.” Ignatius has been covering US foreign policy and the CIA for almost four decades and he recent…

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2025 ETF Inflows Set to Hit $1T This Month, Tech & Commodities Lead 6:16

17h ago6:16

6:16

David Botset examines investor bullishness in international and commodity ETFs, with tech leading recent ETF inflows as well. Gold has seen particular concentration and recently broke the $4,000 level for the first time. David says that 2025 ETF inflows could hit $1T this month. ======== Schwab Network ======== Empowering every investor and trader,…

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ASTS Soars on VZ Deal, DELL Price Target Raised, EFX Steps Up to FICO 5:12

17h ago5:12

5:12

Equifax (EFX) takes a step up in the mortgage credit score war. As Diane King Hall explains, the company aims to compete against Fair Issac's (FICO) moves to cut the mortgage middle man by slashing its own mortgage score prices by 50%. Dell Technologies (DELL) continues to gain bullish traction after JPMorgan upped its price target on the tech gian…

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"Cautiously Higher:" Markets Signal Bullish Moves, NVDA Investing in xAI 8:06

17h ago8:06

8:06

Kevin Hincks reports from the Cboe Global Markets in what he calls a "cautiously higher" market. Futures trended higher but comes with gold continuing a monstrous run to the upside, paired with a lot of pressure on the Japanese Yen. Kevin believes traders should stay on their toes today after Tuesday's initial rally faded. He also notes comments fr…

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Options Corner: AMZN Launches Pharmacy Service 5:37

18h ago5:37

5:37

Amazon (AMZN) rolls out its Amazon Pharmacy Kiosks today. Rick Ducat breaks down key technical levels to watch on its chart, comparing it to other e-commerce companies like Alibaba (BABA) and eBay (EBAY). He also looks at how AMZN stacks up against pharma-names like CVS Health (CVS), McKesson (MCK) and Cardinal Health (CAH). Rick is watching a rang…

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Why Investors Should Look for 'Hawkish' Tone from FOMC Minutes 7:39

18h ago7:39

7:39

Given the lack of economic data, Yelena Shulyatyeva says today's FOMC Minutes release could get a little more focus following the central bank's decision to cut rates in its September meeting. She believes the tone could come across as "hawkish" and believes the "diversity of views" during the policy meeting will be key to understanding the Fed's a…

1
Versace: "Foolish" to Rely on Any One Data Point 7:09

18h ago7:09

7:09

Chris Versace says the government shutdown is putting a "crimp" on the volume of data investors and traders typically rely on for economic performance. He says the ISM reports are a "treasure trove" and believes investors need to be more fluid when it comes to triangulating data sources. Looking ahead, he thinks the upcoming earnings season will be…

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Chart of the Day: DELL 2:37

19h ago2:37

2:37

Citi was among a number of firms to raise its price target on Dell Technologies (DELL) following the company's raised guidance update. Rachel Dashiell dissects the technical setup for the server and PC hardware company. On the 1-year chart, she says it has formed a "massive cup and handle pattern" as it climbed to new yearly-highs. Rachel compares …

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Wednesday's Setup: Gold Climb Continues, NVDA's xAI Deal 6:56

19h ago6:56

6:56

Tom White and Diane King Hall set up Wednesday's trading day with a look at Gold. The precious metal has continued to hit new all-time highs this week, as it pushed above $4070. Tom examines the "froth" discussions surrounding gold and provides perspective on its perceived "flight to safety" asset class status. Later, Tom and Diane address reports …