Best No Uncertain Terms Productions Podcasts (2025)

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Stock Market Today: Big Bank Downgrades, META Taps AAPL Exec, CRWV Sells 2:07

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7h ago2:07

2:07

Stocks closed mixed on a sluggish trading day, though the RUT showed signs of life with notable gains. Downgrades against JPMorgan Chase (JPM), Goldman Sachs (GS), and Bank of America (BAC) from HSBC did no favors for the session. CoreWeave (CRWV) also got several downgrades after it penned a $9 billion deal to acquire Core Scientific (CORZ). Meta …

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Tariffs and Rate Cuts: Market's Calm and Future Fed Moves 6:31

4h ago6:31

6:31

Ahmed Riesgo expects the market to shrug off the latest tariff news and believes the worst of the trade war fears are behind us. He thinks the Fed will cut rates at least twice, potentially three times, this year. He also sees underlying weakness in the labor market despite the strong jobs report. ======== Schwab Network ======== Empowering every i…

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Overlooked Stock: RDWR Rallies on Outperform Rating 4:23

4h ago4:23

4:23

Radware (RDWR) hit a 3-year high after Wolfe initiated coverage on the Israeli cybersecurity company with an outperform rating. Charles Schwab's Ben Watson takes a closer look into Radware's chart and financials to explain how the company is "relatively cheap" compared to others in its sector. However, Ben also notes the challenges Radware has movi…

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Gold Needs ‘Fundamental Changes’ for Price Breakout 7:02

4h ago7:02

7:02

“Anything is on the table, anything is possible” from this administration around critical minerals and sectors, says Joe Cavatoni of the World Gold Council in reaction to Trump’s latest tariff announcements. He explains why gold prices have been stagnant recently despite trade talk news. “We need to see some real fundamental changes to break out of…

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Jobless Claims Next Focus in Labor, Paints Uncertain Rate Cut Picture 5:40

4h ago5:40

5:40

Charles Schwab's Cooper Howard says this week's jobless claims data will be the next key data point investors will need to watch. With tariff dates moving later and uncertain inflation impact yet to be felt, Cooper believes the Fed will face an uncertain path for cutting rates by the September meeting. Later, he discusses global trends in yields an…

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NDX Signals Bearish Divergence, INTC Options Show Bullish Interest 5:09

4h ago5:09

5:09

Rick Ducat breaks down the mixed trading session by diving into the techncials. On the NDX, he warns of bearish divergence taking shape after the index recently broke new all-time highs. However, Rick notes bullish potential for Intel (INTC) signaled by options activity. ======== Schwab Network ======== Empowering every investor and trader, every m…

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20%-30% Revenue Growth for Prime Day 2025? 7:58

5h ago7:58

7:58

Owen Carr, Chief Merchandising Officer for Spreetail, discusses Amazon (AMZN) Prime Day season and how it has influenced the retail sector. He says with the expansion to four days, sellers are spreading deals out, leading to a lower first day peak. Coming closer to July 4 than last year, he thinks consumers will be buying more summer products than …

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2Q Earnings Expectations: What to Watch in Quarterly Reports 9:11

5h ago9:11

9:11

James St. Aubin gives his expectations for 2Q earnings season and what he’s hoping to see in company guidance in particular. He digs into the state of the labor market and what he thinks the Fed’s next moves will be. He notes that continuous claims are at the highest level since 2021, arguing that there are “cracks” below the surface in U.S. jobs. …

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Technical Tuesday: SPX, ASML, RGTI 7:04

5h ago7:04

7:04

Kevin Horner is back for Technical Tuesday! On the S&P 500 (SPX), he highlights the 20-day moving average and the index’s recent “impressive move.” For ASML (ASML), he notes three consecutive bull flags and a golden cross. Rigetti Computing’s (RGTI) stock was pushed back to its 50-day moving average and recently broke a downtrend line. ======== Sch…

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Sideways Summer Trade for Bitcoin, Stablecoin "Chess Piece" for the U.S. 8:47

5h ago8:47

8:47

"Money is still too hard to move around the world," argues Mark Greenberg. That thought is why he's not surprised to see stablecoins growing substantially over the last year. Mark expects added regulation like the GENIUS Act to give cryptocurrencies a tailwind into the second half of 2025. CoinDesk's Andy Baehr expects Bitcoin to trade sideways for…

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Blancato: “You Should Own” AMZN, COST 7:52

5h ago7:52

7:52

Phil Blancato thinks large caps are priced to perfection, but there are still opportunities in small caps. He says the latter will “rip higher” if the Fed cuts rates in September. He was “never bought into the rhetoric” of Liberation Day tariffs, arguing that Trump would never deliberately hurt the U.S. economy like that. He likes Amazon (AMZN), ci…

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June 2025 STAX: Investors Scoop Up TSLA, AMZN & PLTR, Still Wary of Tariffs 6:48

8h ago6:48

6:48

The Charles Schwab STAX increased slightly to 40.66 from 39.68. Joe Mazzola highlights what's driving the bullish uptick. He mentions that investors bought into Tesla (TSLA) when it dipped in early June, while others steadily bought Amazon (AMZN). Joe labels Palantir (PLTR) as a "retail darling," signaling a return to risk-on trade. However, he add…

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Analysts See "Short-Term Pessimism, Long-Term Optimism" in CRWV 5:45

6h ago5:45

5:45

CoreWeave (CRWV) got hit with multiple downgrades after it announced a $9 billion all-stock deal to acquire Core Scientific (CORZ). The stock sold off more today. Marley Kayden notes the analyst commentary as bearish short-term but sees long-term opportunity for the company. Volatility is another anchor tethering some analysts to the sidelines. ===…

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"This is a Race:" NVDA Speeds Ahead in A.I., AAPL & Samsung Hit the Brakes 7:58

9h ago7:58

7:58

Daniel Rubino of Windows Central says Nvidia (NVDA) is doing "quite well" in the A.I. space as companies start applying the tech to everyday life. He says bigger companies are boosting efficiency by cutting their workforce, pointing to Microsoft's (MSFT) layoffs as an example. However, Daniel elaborates on a bump in the road with Samsung forecastin…

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Ca$htag$: Airbnb (BNB) Losing Share to Tradition 8:32

6h ago8:32

8:32

Likefolio’s Andy Swan shares their consumer sentiment data on Airbnb (ABNB). He notes web visits down 10% year-over-year as hotels seem to be gaining. “Airbnb is clearly losing share to traditional hotels…the luster has worn off.” App engagement is also down 3% since last year despite innovative features, and a foray into AI doesn’t seem to be help…

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Incentive Key for EVs: Race to Decelerate as BBB Cuts Tax Credits 5:55

6h ago5:55

5:55

Today's panel sees companies like Tesla (TSLA) and Rivian (RIVN) suffering from the Big, Beautiful Bill removing tax credits for EVs. Chris Beauchamp says it's really hard to incentivize Americans currently using gas-powered cars to switch to electric. Hatem Dhiab adds that people don't know enough about EVs, and won't want to without incentive. ==…

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How Tariffs are Being Used as Bargaining Tools 8:09

6h ago8:09

8:09

“We’re going to the next stage here,” Ben Emons argues, where tariffs become a tool to negotiate investment in the U.S. from foreign partners. “We’ve got to think about the ripple effect from there,” he adds: building new manufacturing hubs means building more housing, and so on. He looks at the “long-term story” of the U.S. national debt, and says…

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Smothers: SPX to 6,500 by Year End, Bullish on AMZN, AAPL, JNJ 8:28

6h ago8:28

8:28

Dale Smothers says it’s a “powerful thing” that traders aren’t running to the bond market for safety. “I believe this is all due to the optimism” around the America First agenda of the Trump administration. He thinks the S&P 500 will finish the year around 6,500, citing pent-up demand and $7T “on the sidelines.” He argues that the market is broaden…

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The Big 3: NVDA, COIN, FI 14:48

7h ago14:48

14:48

Jessica Inskip is nervous of a "euphoric" market trading near all-time highs but remains bullish on the "efficiency boom" of companies applying A.I. to everyday uses. On her Big 3, Jessica is watching Coinbase (COIN) as a play in stablecoin adoption, Fiserv's (FI) long-term role in crypto applications for banks, and Nvidia's (NVDA) continuing A.I. …

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Bitcoin's Role: Dollar Alternative, Digital Capital and Adoption Trends 9:34

10h ago9:34

9:34

Ben Werkman sees continued strength in bitcoin as more companies create crypto reserves and add bitcoin to the balance sheet. In the wake of Donald Trump's "big beautiful bill" passing in Congress, Ben believes bitcoin could act as a dollar alternative with devaluation potentially taking hold in the U.S. currency. He discusses acceptance and adopti…

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Prime Day: Historical Trading Patterns & Example AMZN Trade 8:52

10h ago8:52

8:52

As Amazon (AMZN) kicks off its latest Prime Day sales event, Jeff Pierce highlights historical performance trends on the heels of its marquee ecommerce event. He notes the frequency of Amazon's Prime Day events has increased, and that this year's summer offering will be the first 4-day long affair. Later, Tim Biggam says he's "somewhat bullish" on …

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Autonomous Driving: "Future Valuation of Uber and Tesla" 10:22

10h ago10:22

10:22

Increased ridesharing using robotaxis could bring down traffic levels, says Ivan Feinseth. He believes a car is an under-used asset by sitting around all day, and says an autonomous vehicle could provide more value for consumers by picking up packages and passengers. Ivan says it is the catalyst behind future valuations of both Uber (UBER) and Tesl…

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CRWV Downgrades, "Stretched" Bank Stocks, COF Upgrade 9:21

10h ago9:21

9:21

Diane King Hall joins Sam Vadas at the NYSE set with several early movers on the radar. First up: CoreWeave (CRWV) as shares fall a day after its announced takeover of Core Scientific (CORZ). Multiple analysts have downgraded CRWV as shares have surged after its IPO in March. Meanwhile, HSBC has downgraded multiple major U.S. bank stocks including …

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No Signs of Trade War Impacting China’s Economy 10:27

10h ago10:27

10:27

Michelle Gibley reacts to the latest tariff deadline delay: “Wake me up and let me know when we get the final rate.” She says that we haven’t seen a trade war impact on China’s economy yet, citing their recent GDP numbers, and the government has room for stimulus. Michelle surveys the state of international economies, including the U.K. and Japan, …

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"Hated" Market Rally: Why SPX Chart Continues to Show Bullish Stance 7:01

10h ago7:01

7:01

Alex Coffey dissects the "hated" market rally as investors weigh potential negative macroeconomic headlines versus the market performance surging to new all-time highs so far in 2025. He provides technical details on the S&P 500 (SPX) chart, with several studies revealing continued bullish trends. Alex says a "little bit of a correction" might have…

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META Adds AAPL A.I. Chief, Samsung's Profit Warning 6:20

10h ago6:20

6:20

Meta Platforms (META) continues to beef up its A.I. and Superintelligence teams as it hires away Ruoming Pang from Apple (AAPL). Jenny Horne dives into the Bloomberg report as Mark Zuckerberg continues to draw talent from OpenAI, Claude and now Apple. Then, Jenny examines news from Samsung as the chipmaker issues a profit warning stemming from U.S.…

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"Fragile" Near All-Time Highs, Why Banks are Getting Downgraded 7:46

10h ago7:46

7:46

Kevin Hincks says it doesn't take much to shake the markets as investors await the next earnings season in a week with little economic data. He points to yesterday's negative sentiment from Tesla (TSLA) and tariffs as the primary reasons for Monday's weakness. Kevin adds that bank stocks are getting downgraded based off "how far they've run" to the…

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Options Corner: AMZN Prime Day, Levels To Watch 4:48

11h ago4:48

4:48

Amazon (AMZN) is looking to break out during its 4-day long Prime Day sales event. Rick Ducat notes the chart showing a bearish divergence, with momentum waning despite a rising price. He points to a tightly coiled range between $225 and $235, and says a breakout above the latter level could potentially indicate further upside ahead. Later, Tom Whi…

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Does August 1 Tariff Deadline Mean Fed Can’t Cut in September? 7:40

11h ago7:40

7:40

Zachary Hill expects tariff rates to go higher than markets expect: “The question is, when.” He thinks the market’s attention span is too short to catch tariff impacts as they start to hit in the fall. He argues that delaying tariffs to August 1 lessens the chance of the Fed cutting rates because it will wait for inflation data coming out of that. …

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Headline-Driven Markets & "Numb" Investing Reaction 7:22

11h ago7:22

7:22

Scott Bauer (@prospertradingacademy) warns of investor complacency saying people are "numb" to the headline news coming out of Washington DC. He reacts to the latest batch of tariff announcements from the Trump administration and how it could have ripple effects across the economy. Scott thinks they act as a "bargaining chip" in negotiations but sa…

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"No Comparison": Matt Tuttle's Case for UBER over LYFT 6:26

11h ago6:26

6:26

Matt Tuttle says there's no comparison between Uber (UBER) and Lyft (LYFT). He thinks Uber is a long-term hold and something to own for 5-years or more. Matt sees the opposite for Lyft, and believes they will be the "Burger King to McDonalds" when stacked against ridesharing comparison. In the autonomous driving space, Matt says "Tesla, I'll believ…

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Chart of the Day: SHAK 4:27

11h ago4:27

4:27

A day after hitting all-time highs, Shake Shack (SHAK) shares are falling on a downgrade from Loop Capital. Ben Watson breaks down the recent price activity, identifying the significance of its move above $143 on the short-term chart. On a 1-year timeframe, Ben highlights the inverted head and shoulders pattern taking place and points to the $138 l…

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A.I., Discovery & AMZN Prime Days: How Small Businesses Scale Up 5:54

3h ago5:54

5:54

Ahead of Amazon's (AMZN) Prime Days, GoDaddy's Gourav Pani goes in-depth on the process small businesses take to capitalize on one of the highest-trafficked ecommerce events of the year. He believes growing businesses need events like Amazon's to thrust themselves into the public eye. Gourav later details how GoDaddy uses A.I. to assist business ow…

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The Bull and Bear Case for Apple’s AI Future 6:09

4h ago6:09

6:09

Sylvia Jablonski and Ivana Delevska debate the future of Apple (AAPL) AI. Sylvia is bullish on its tech development and says, “Once they catch up, you get an upgrade cycle out of this.” Apple has “no choice but to play in this space,” she says, and thinks they will initially partner with third parties while developing their own in-house version. Iv…

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Former U.S. Mint Director Decodes Current White House Tax & Tariff Policy 9:05

5h ago9:05

9:05

Philip Diehl breaks down Trump’s tax bill and some of the impacts he expects over the next few years on the economy and markets. He thinks the extended tax cuts will impact businesses and rates going forward. However, he thinks the bill will continue to add uncertainty into markets along with tariffs. “Most of the benefits of the bill have already …

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Stock Market Today: TSLA "America Party" Sell-Off, NFLX Downgrade, CRWV & CORZ Deal 2:02

1d ago2:02

2:02

Markets dove into the red after President Trump said he will impose more tariffs on select countries. Tesla (TSLA) closed as the biggest laggard in the SPX after Elon Musk said he would start an "America Party," widening the divide between himself and Trump. Netflix (NFLX) traded lower after getting a downgrade from Seaport Research, while CoreWeav…

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Bitcoin ETFs and Institutional Support Drive Momentum, Eyeing Breakout 6:52

6h ago6:52

6:52

Bitcoin's price action has been driven upward by an accumulation of factors, including the success of Spot Bitcoin ETFs. Alisia Painter expects this momentum to continue, citing the upcoming passage of crypto-friendly legislation in Washington D.C. and the growing adoption of Bitcoin as a store of value and macroeconomic hedge. Despite short-term v…

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Overlooked Stock: PAHC Taps 4-Year High 5:53

6h ago5:53

5:53

Phibro Animal Health (PAHC) rallied close to 7% after JPMorgan upgraded the stock and upped its price target. George Tsilis dives into the earnings and analyzes the financial health of the company. He also talks about Phibro's recent $350 million acquisition of Zoetis to explain why it adds to bullish momentum. ======== Schwab Network ======== Empo…

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Added Tariffs Weigh on Inflation, Labor Resiliency Linchpin for FOMC 8:16

6h ago8:16

8:16

Charles Schwab's Collin Martin offers a big picture perspective on the state of markets after President Trump said he would raise tariff rates on several countries. He sees stagflation as a risk but not a serious one, adding that inflation is far from the worst it could be. Collin also talks about the Fed and the other side of its dual mandate, arg…

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Gold & Crude: Sell the Rallies? 6:14

7h ago6:14

6:14

Scott Bauer covers the commodities markets. “Gold’s trajectory is absolutely still to the upside,” he says, giving some price levels he’s targeting. On oil, he thinks the OPEC+ hike was “not as bad as it could have been,” and with worldwide demand increasing, price is currently in the green. However, a “7 handle” is a “real sell” for him. ======== …

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SPX Bulls Flex Strength Despite Pullback, Keep Options in Mind 6:03

7h ago6:03

6:03

The SPX slipped from all-time highs but technicals continue to hold ground. Rick Ducat points out 6,200 as a critical level for bulls to hold but believes it will be challenging with pricing at "relatively extreme" levels. On the options front, Rick points out high open interest that shows a wider range of puts compared to calls. ======== Schwab Ne…

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Veritone (VERI) CEO on Defense Contracts & Using AI for Unstructured Datasets 8:27

7h ago8:27

8:27

Ryan Steelberg, CEO of Veritone (VERI), explains what the company does and why investors might be interested. Veritone provides AI computing solutions and services and just announced a contract with the Air Force. “We are experts in leveraging AI…against unstructured datasets.” He gives the example of data from body cameras that must be “ingested, …

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Using Rational Optimism to Navigate Markets 8:31

7h ago8:31

8:31

“The best way to win over a period of time is to be a rational optimist.” David Wagner discusses what he means by this, and what he thinks market participants should do right now. He “loves” the current state of the economy and expects fiscal support from either the Fed or Congress to keep it running. He compares soft vs hard data over the last few…

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Using Options, SPY & QQQ in an Overbought Market 9:58

7h ago9:58

9:58

"Buying into this market is a little bit dangerous right now," says Bob Lang. He sees the SPX pulling back to either 6,000 or 6,100 as it and the NDX wave overbought flags. Bob urges investors to consider using short-term puts in options and using the SPY and QQQ ETFs until more selling takes place. He later notes Meta Platforms (META), Microsoft (…

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Tech "Resilience" in 1H25, Opportunities Through Cloud & Cybersecurity 9:35

7h ago9:35

9:35

Palantir (PLTR), Cloudflare (NET), CrowdStrike (CRWD) and Palo Alto Networks (PANW) were among the biggest software names in the first half of 2025. Lisa Martin expects those companies and others to continue momentum. She talks about opportunities she sees heading into the back half of the year. Turning to a broad view of the A.I. trade, Lisa talks…

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Can Labor Market Keep Chugging, or Is It Hiding Weakness? 6:22

7h ago6:22

6:22

Is the U.S. labor market breaking down? Andrew Brenner and Patrick Healy give their thoughts. Andrew thinks September still has good odds of a rate cut but thinks interest rates will go higher because of fear. “We’re still skeptical of the employment numbers,” but everything else seems strong, he adds. Patrick agrees that the report was mixed but h…

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Clarfeld’s Diversification Picks: NSRGY, XOM, AVB 7:22

1d ago7:22

7:22

Michael Clarfeld is looking abroad for opportunities with an “abnormally” concentrated and expensive S&P 500. He likes Nestle (NSRGY) and other European consumer staples. Another area he likes is “real assets” like commodities such as crude oil, leading him to Exxon Mobil (XOM). In REITs, he likes AvalonBay (AVB), which he calls best-in-class, and …

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CRWV Acquiring CORZ in $9B All-Stock Deal, Debt Offers Headwind 4:13

8h ago4:13

4:13

Following recent reports of a merger, CoreWeave (CRWV) has confirmed its acquisition of Core Scientific (CORZ). Both stocks sold off on the headline. George Tsilis points out how CoreWeave's financials play a role into the negative reaction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma…

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A.I. Demand Powers NVDA Comeback, Tariff Dark Cloud Lingers 6:26

8h ago6:26

6:26

Citi boosted its price target on Nvidia (NVDA) to $190 from $180, citing strong A.I. demand as the thesis behind the optimism. However, as Marley Kayden explains, tariffs remain a critical headwind for it and its peers. She points to earnings from international companies like Foxconn showing cracks of weakness in the A.I. trade. ======== Schwab Net…