Best 2X ECommerce Podcasts (2025)

1
GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue" 8:03

42m ago8:03

8:03

Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR. Chandan discusses the smart solutions technology offerings his company provides, and he included an update on ongoing …

1
Consumer Sentiment Driven by Tariffs, Labor, AI Concerns, and Healthcare 6:15

1h ago6:15

6:15

Tsvetta Kaleynska and Mark Hamrick cover consumer sentiment. Tsvetta, who analyzes what consumers say online, compares the types of positive talk she’s seeing, like vacations, against the negative posts around topics like expenses. Mark compares the latest Consumer Sentiment report to other economic data we’ve seen this week to create a bigger pict…

1
U.S. Consumers Want to Buy Cars Despite Interest Rates, Trade Volatility 6:50

1h ago6:50

6:50

Rebecca Lindland says that an Allison Worldwide survey shows the share of people who want to buy a car this year has risen to 20%, a mark of consumer confidence even during trade volatility. 71% of those surveyed said they were likely to buy an American vehicle, and 9% think vehicle prices will go up. She talks about trends in consumers choosing el…

1
The Big 3: AMZN, GOOGL, VOYG 13:15

1h ago13:15

13:15

Prosper Trading Academy's Charles Moon says Amazon (AMZN) is starting to show "signs of life" in its price action, as long as pending tariff headlines trend positive. He expects Alphabet (GOOGL) rallying if it can hold its 200-day SMA. On Voyager (VOYG), Charles sees $51 as the key resistance level for the recent IPO. Charles Schwab's Ben Watson gi…

1
Vermeulen: FOMO Drives SPX Rally, Long-Term Bear Case & Tech "Wild Card" 6:46

1h ago6:46

6:46

Chris Vermeulen of The Technical Traders offers a wide perspective on the markets. He talks about the FOMO-driven rally led primarily by tech, which he perceives being a "wild card" moving forward. While Chris sees short-term bull trends holding, he expects bears to re-enter markets and send levels near April lows. ======== Schwab Network ======== …

1
Rebalancing the Russell 2000 8:10

1h ago8:10

8:10

Indrani De explains the rebalancing changes to the Russell 2000 and Russell 1000, which will occur after the closing bell. “More than $10B is benchmarked to the Russell indices,” Indrani emphasizes and the indices need to reflect the current market environment. Rebalances are currently annual, but will become semi-annual next year. ======== Schwab …

1
AMZN Upgrade Signals AWS & Ecommerce Demand, Tariff Uncertainty Lingers 9:50

1h ago9:50

9:50

BNP Paribas upgraded Amazon (AMZN) and upped its price target for the Mag 7 giant. Jeff Pierce notes Amazon remains off its all-time high as the SPX hit its own milestone Friday. He sees the company's AWS cloud and ecommerce powerhouse benefitting it long-term, as long as tariffs don't hinder growth. Dan Deming later offers an example options trade…

1
CRWD, PANW & ZS Growth Show Cybersecurity is Here to Stay 13:24

1h ago13:24

13:24

"Cybersecurity is going to continue to grow," says Alex Hamerstone. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and ZScaler (ZS) have seen tremendous growth over the last year, a trend Alex says will continue with larger companies looking to boost online security. However, he also notes downside risk these companies could face lon…

1
TSLA Creates UBER & LYFT Bear Case, Baird Downgrades Banks, EL "Lipstick Indicator" 8:35

4h ago8:35

8:35

JPMorgan Chase (JPM) and Bank of America (BAC) have recently outperformed the SPX, but Baird downgraded both stocks as the macro environment shifts. Canaccord downgraded and cut price targets on Uber Technologies (UBER) and Lyft Inc. (LYFT) as Tesla (TSLA) ramps up its showing in autonomous driving. However, Estée Lauder (EL) got an upgrade with a …

1
SPX Hits All-Time High, Markets "Screaming Risk On" 6:10

1h ago6:10

6:10

After more than four months, the SPX tapped a new all-time high at the start of today's trading session. Alex Coffey talks about how Mag 7 names like Nvidia (NVDA) and Microsoft (MSFT) led the charge and how they can continue to do so. He also notes gold's biggest sell-off it has seen in some time, something Alex believes leads to a "screaming risk…

1
NKE Leaps Off Earnings Beat Despite Tariffs, GOOGL Upgrade on A.I. Bull Case 7:58

1h ago7:58

7:58

Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the…

1
Core PCE Ticks Higher, U.S. & China Trade Framework Reached 8:44

1h ago8:44

8:44

The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print. ======== Sch…

1
Crypto Corner: Stablecoins Surge, Crypto-backed Mortgages? 8:11

1h ago8:11

8:11

Jenny Horne and Adam Lynch dive into a busy week for the digital asset space. Stablecoin-related stocks Circle (CRCL) and Coinbase (COIN) continue to rally on increased adoption interest in the blockchain token-based payment system. Fiserv (FI) and Mastercard (MA) announced a partnership to explore stablecoin adoption. And, the duo discuss the Trum…

1
Options Corner: UBER's "Unclear" Future 5:04

2h ago5:04

5:04

Uber (UBER) shares notched a new all-time high this week, but Friday's downgrade from Canaccord takes the ride-hailing company to a hold rating down from a buy. The analyst cut its price target to $84 from $90 as it say the company's outcome "is truly unclear" as autonomous vehicles continue entering the market. Rick Ducat examines the chart, Tom W…

1
Disinflation or Stagflation? 3 Things Mish Schneider is Watching to Find Out 6:42

2h ago6:42

6:42

Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but "not a huge surprise" to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from her…

1
Cybersecurity Adapting & Adopting A.I. Tech 6:05

2h ago6:05

6:05

Nathaniel Bradley joins Diane King Hall to chat about cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD) and how these companies adapt to A.I. technology. Later, he discusses Zscaler (ZS) calling it a "value play" in the space expecting "upside potential" for investors looking to add in the cybersecurity space. Nathaniel stresses th…

1
Stock Market Morning Minute: SPX Near All-Time High, NKE, UBER 1:11

2h ago1:11

1:11

Equity futures are on the move as U.S. and China trade representatives confirm details of a trade deal. Nike (NKE) reveals a $1B tariff cost hit in its latest quarterly earnings report. And, Uber (UBER) gets a downgrade after shares reach a new all-time high. ======== Schwab Network ======== Empowering every investor and trader, every market day. S…

1
Chart of the Day: META Making Moves 3:46

3h ago3:46

3:46

Meta Platforms (META) has reportedly hired away several OpenAI employees to help kickstart its "Superintelligence" division under Mark Zuckerberg. Rachel Dashiell joins the show to discuss the technical setup for META, as shares have "bullish evidence stacking up" as it hovers below all-time highs. On a long-term support, she sees $705 as a level t…

1
"Perfect Time" for Protection, Big Trading Day Ahead 6:01

3h ago6:01

6:01

Morning Movers kicks off the day with Scott Bauer (@prospertradingacademy) and his thoughts on markets inching towards all-time highs, the Russell 2000 reconstitution and PCE data. All combined, he thinks it will be a "big trading day" and makes the case that it is a "perfect time" for buying upside VIX calls, with volatility still "too cheap" in h…

1
Stock Market Today: MU Pushes Chips High, PLTR Nuclear Deal, CRWV Eyes CORZ 2:05

21h ago2:05

2:05

The NDX tapped yet another new all-time high while the SPX came just points away from hitting its own new milestone. Chip stocks like Nvidia (NVDA) and Broadcom (AVGO) continued their rallies off Micron's (MU) latest earnings even though Micron itself fell on the session. Palantir (PLTR) also gained off a new deal with The Nuclear Company, while Co…

1
MU Under the Microscope: What to Watch for in Micron's Outlook 5:17

1h ago5:17

5:17

Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.…

1
AVAV Flies High on Tailwinds, NKE Stumbles on Earnings 7:35

2h ago7:35

7:35

Aerovironment (AVAV) soared after the FAA Acting Commissioner said the agency is working to safely integrate drones it and its peers create. As George Tsilis adds, geopolitical tensions and strong earnings backed the stock's rally. He also turns to breaking news on Nike's earnings report, which showed a beat but revenue that slipped year-over-year.…

1
Jobless Claims Show Continued Weakness, FOMC Could Accelerate Rate Cuts 6:27

2h ago6:27

6:27

Continuing jobless claims showed another uptick, and Charles Schwab's Cooper Howard believes the FOMC should see it as a yellow flag. He notes possibility of an adjustment to the rate cutting cycle if that weakness continues. In treasuries, Cooper explains why the municipal bonds remain attractive to investors and other corners of the market you sh…

1
SHEL/BP Merger Rumors: What Would a Deal Mean? 8:56

2h ago8:56

8:56

The energy market is alight with rumors about a gigantic merger between Shell (SHEL) and BP (BP). Shell has denied that talks are happening. Rob Thummel covers the buzz and says that both companies are trading at “steep discounts” to historical levels right now. He discusses what would happen within the energy market should a deal go through but sa…

1
SPX Resistance Near All-Time High, VVIX to VIX Signals Possible Pullback 5:49

2h ago5:49

5:49

The SPX couldn't breakout to new highs, as Kevin Green points to strong resistance around the milestone level. He still believes technicals remain "pretty decent" across the board, also noting a downtick in puts compared to calls. However, Kevin also urges investors to keep the VVIX to VIX ratio in mind, which shows weakness in the bull run. ======…

1
Hubbard: 2X as Expensive to Own a Home as to Rent Now 8:12

2h ago8:12

8:12

Katie Hubbard says disparity between buyers and sellers in the housing market is the highest in 12 years: “There’s just not buyers.” She sees an average of 7% discounts on new houses, and larger homebuilders are buying down mortgage rates to as low as the 3%s. “It’s really an affordability issue…it’s twice as expensive to own a home as it is to ren…

1
Beta Winds Changing: Stock-Picking Back in Style? 6:42

2h ago6:42

6:42

Travis Prentice calls the “beta rally from the lows” historic, but thinks its influence is starting to subside. He thinks styles and stock picking will start to matter more again to find strong performance. He thinks that AI is staying strong as innovation continues, moving from LLMs to robots and inference tasks, plus a continuing recovery from th…

1
NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead 7:57

2h ago7:57

7:57

Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (C…

1
Investing in Robotics with HUMN: Roundhill Seeks to Capture "Next Wave of A.I." 8:49

22h ago8:49

8:49

Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.…

1
Inventory, Discounting, Guidance – What to Watch in Nike’s Earnings 6:15

2h ago6:15

6:15

Diya Iyer expects Nike (NKE) to report a sales decline this quarter as it attempts a “transformation,” and is watching the full year guidance. Spencer Hakimian focuses on inventory numbers, “especially with all the uncertainty around tariffs,” and “do they need to start marking down stuff.” Diya notes that the industry is raising prices because of …

1
The Bullish Case for NVDA, GOOGL & the Bear Case for AAPL 7:50

2h ago7:50

7:50

A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand,…

1
Kodali: Tariffs Aren’t Even Nike’s (NKE) Biggest Issue 7:02

3h ago7:02

7:02

Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita t…

1
PLTR Nuclear Partnership Offers Company More Power in A.I. Race 5:01

3h ago5:01

5:01

Once again, Palantir (PLTR) tapped a new all-time high after penning a new deal with The Nuclear Company. As Marley Kayden explains, they will create an A.I.-driven software system for nuclear construction in order to build plants faster and safer. It's the latest in a slew of deals Palantir has made, which Marley says strengthens its footing in A.…

1
Ca$htag$: Is Nike (NKE) Turning Around? 7:55

3h ago7:55

7:55

Likefolio’s Megan Brantley shares consumer sentiment data on Nike (NKE) ahead of its earnings report. She thinks Nike continues to lose market share to On Holding (ONON), Hoka, Adidas and others – a mix of established players and upstarts. However, she says they still have the largest piece of the pie. The bar is low for their quarterly numbers, bu…

1
‘Goldilocks’ Jobs Market Could ‘Fall Off a Cliff’ 5:23

5h ago5:23

5:23

PJ Tabit and Tony Zipparro cover the latest Jobless Claims report. PJ describes it as “mixed,” but says the good news is there hasn’t been a surge in unemployment. Tony notes “a lot of negative revisions down” but thinks the job market is falling into a “Goldilocks scenario” that could “fall off a cliff in a month or two.” They talk about their exp…

1
Shimada: ‘The Backbone of AI Comes From Emerging Markets’ 5:46

5h ago5:46

5:46

Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea’s Samsung and SK Hynix. ======== Schwab Network ======== Empowe…

1
The Big 3: NXT, ANET, SYK 13:11

6h ago13:11

13:11

Today's trading action added confidence to Dan Deming's perception on the markets, noting widening market breadth as a healthy sign for price action. On individual stocks, he sees growth opportunities in Nextracker (NXT) amid volatility, Arista Networks (ANET) gaining momentum as the stock remains off highs, and Stryker (SYK) holding strength in he…

1
Ives: Tech Boom Here to Stay, NVDA's New Growth Story "Has Just Begun" 6:20

1d ago6:20

6:20

"The reality is, this is a tech bull market," says Wedbush's Dan Ives, projecting a 15% rally across the tech sector this year. He believes Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META) will continue to dominate the Big Tech trade despite pricier valuations. As Dan argues, investors need to "look out three, four, five years" to future …

1
Rewey: Rotation into Small and Mid Caps in 2H25 9:04

1h ago9:04

9:04

Chip Rewey thinks the market “needs” the “imperfect” ‘Big Beautiful Bill’ to pass. Looking at defense and Boeing (BA), he notes that it is still struggling to meet demand despite its accident record. He also thinks there is opportunity in the financials sector and in semiconductors. For the back half of the year, he expects a healthy economy and a …

1
META's A.I. Revenue Potential Boosts Bullish Optimism from Analysts 12:12

1h ago12:12

12:12

Meta Platforms (META) continues to ride on bullish optimism, this time from UBS. The firm upped its price target to $812 from $683 on expectations Meta can deliver long-term A.I. revenue opportunity. George Tsilis talks about how the company's first quarter earnings set those expectations and what he expects from Meta ahead. Joe Tigay later joins a…

1
Expectations 'Really Low' for NKE Earnings, Offers Slam Dunk Potential 10:52

1h ago10:52

10:52

Nike (NKE) seeks a rebound in its after-hour earnings, and Zach Warring sees the company muscling a beat. He believes the stock can get back to $80 with "negativity priced in" ahead of the report. Zach notes rising competition in companies like ON Holding (ONON) but believes Nike will continue to draw in consumers. Tom White offers a bearish and bu…

1
TSLA Price Targets Hike, TTD Downgrade, MKC Beats 7:30

1h ago7:30

7:30

From tech to consumer staples, Diane King Hall talks about the stock movers driving the start of the trading day. On Tesla (TSLA), she notes Benchmark upping its price target on expectations of improving macro conditions. The same can't be said for the Trade Desk (TTD), which got a downgrade from Wells Fargo. Diane later talks about the rally in Mc…

1
VIX Treads Lower on SPX Path to All-Time High 6:06

2h ago6:06

6:06

Volatility continues to slide lower and the SPX signals a green session that could lead to all-time highs for the index. Kevin Green talks about the technicals investors should watch in today's trading action, which includes a lower VIX that opens the door for hedging activity. He later turns to copper's rally kicking off the session. ======== Schw…

1
Bakosova on Making the ‘Biggest Bets’ When Market is ‘Most Irrational’ 8:32

22h ago8:32

8:32

Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavil…

1
MU Recovery Shows Steady A.I. Demand, AAPL Price Target Cut 6:14

2h ago6:14

6:14

Jenny Horne turned to the A.I. trade ahead of the opening bell. The big winner: Micron (MU), which posted strong earnings and guidance that shows ample DRAM and A.I. chip demand. Jenny talks about what the company's print signals for other chipmakers, including Nvidia (NVDA). Meanwhile, Apple (AAPL) got a price target cut from JPMorgan despite the …

1
Market "Euphoria:" All-Time Highs in Sight, FOMC Signals Rate Cuts 10:22

2h ago10:22

10:22

The NDX hit a new all-time high Tuesday, and now Kevin Hincks is watching the SPX to see if the benchmark index reaches the same feat. However, valuations getting pricey and stocks coming off a massive rally pose a challenge. On the Fed, Kevin talks about the signs speakers have given that point to future interest rate cuts and offers insight to th…

1
Options Corner: AAPL's Neutral Stance 4:55

3h ago4:55

4:55

JPMorgan cut its price target on Apple (AAPL) to $230 from $240 and moderated its demand forecasts for the iPhone 17 series. Rick Ducat points to current technical patterns forming on Apple's chart and focuses on resistance, support and peak trading volume areas for the iPhone maker. Later, Tom White composes an example options trade using a neutra…

1
Swartz: Expectations Low for NKE Earnings This Quarter, Guidance More Important 5:03

1d ago5:03

5:03

David Swartz says this will probably be a very difficult quarter for Nike (NKE) as the company looks to turn things around under a new CEO. He says "we haven't really heard anything yet" about tariffs impacting Nike's business, but does say most of its production comes from Southeast Asia. David believes the biggest issues aren't tariffs, but inste…

1
Spring Home Buying Season a "Bust" 6:00

3h ago6:00

6:00

Jenna Stauffer (@JennaStaufferkeywest) examines the real estate reality facing many homebuyers right now: elevated mortgage rates, higher insurance, higher taxes and weakened consumer confidence. She says a lot of buyers are "moving forward with caution" and "taking their time" before making any moves. She says high home prices are actually helping…

1
Chart of the Day: TTD Downgrade 3:34

3h ago3:34

3:34

The Trade Desk (TTD) starts the day with a downgrade. Wells Fargo cut the stock to an equal weight rating with a price target of $68 down from $74. Kevin Horner says the daily chart has not looked great so far in 2025, but indicates the $56 level has been a big area of short run support. Kevin then brings in a much longer timeframe, looking at the …

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2X ECommerce Podcasts

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