Best Aapl Podcasts (2025)

1
Overlooked Stock: MP Rallies 20% on AAPL Deal 5:46

11h ago5:46

5:46

MP Materials (MP) is up an astounding 500% over the last year thanks to multiple deals propelling the stock higher. It first got a deal from the U.S. Department of Defense, and now has a $500 million partnership with Apple (AAPL). Charles Schwab's Ben Watson talks about why it is so important to MP Materials. ======== Schwab Network ======== Empowe…

1
Hegener: ‘Irresponsible’ Not to Buy Bitcoin; ‘Wouldn’t Rush’ to Buy NVDA Now 8:14

9h ago8:14

8:14

Joe Hegener thinks that because of changes in the Japanese bond market, the U.S. bond market is going to lose bigger buyers. However, he thinks that the market will “take it in stride.” On the other hand, he thinks long-term yields could spike in the next few months which will hurt risk assets. He “wouldn’t rush” to buy Nvidia (NVDA) because its mu…

1
Nesbitt’s Picks: FDX, TMUS, QCOM 8:36

10h ago8:36

8:36

Don Nesbitt sees tariff effects in the CPI if you “dig a little deeper” – and says more are coming. He also notes a “bifurcation” between higher and lower income consumers in bank earnings, even as the overall consumer seems healthy. His stock picks now include FedEx (FDX), which has been “unfairly punished” and T-Mobile (TMUS), where he sees tailw…

1
Stock Market Today: NVDA All-Time High, Data Centers Expand, Mixed Bank Earnings 2:15

11h ago2:15

2:15

The NDX was the only index to climb higher on the session, thanks to Nvidia's (NVDA) strong rally after the U.S. rescinded A.I. chip export restrictions on China for the company. Meta Platforms (META), Alphabet (GOOGL), and CoreWeave (CRWV) all seek to expand their A.I. capabilities through a pipeline of new data center deals. Big banks kicked off …

1
Blashek: A.I. & Energy Lead Defense Sector Bull Run, TSLA, META, AVAV Poised Winners 6:06

11h ago6:06

6:06

Jordan Blashek says the defense sector is on the cusp of a decade-long bull run, driven by a "revolution in military affairs." He cites the rise of small, autonomous systems and the increasing importance of A.I. and energy as key trends. Blashek highlights companies like AeroVironment (AVAV), Tesla (TSLA) and Meta Platforms (META) as potential winn…

1
CPI Below Surface "Tells the Story" on Tariffs, FOMC "Wait and See" Approach 4:39

11h ago4:39

4:39

Charles Schwab's Cooper Howard looks "under the hood" of the latest CPI print that show tariff impacts investors may have missed. He adds that it complicates the long-term outlook for the Fed, which remains in a "wait and see" approach until the tariff picture clears. Cooper believes the odds of a September rate cut will be lower after today's deve…

1
NVDA's Road to $8T Market Cap: Robotics, A.I. Acceleration & Portfolio Positioning 10:08

11h ago10:08

10:08

Yes, $8 trillion. Nigam Arora believes Nvidia (NVDA) can double its value with the A.I. landscape set to evolve over the coming years. He sees robotics leading the next leg of Nvidia's growth, as Nigam sees humanoid robotics becoming upwards of a $3 trillion industry. He also gives investors a roadmap into how they can manage positions. He later ta…

1
TTD Joining the SPX: Key Technical Levels Ahead of Inclusion 6:04

12h ago6:04

6:04

The SPX and NDX both tapped new highs before pulling day intraday. Rick Ducat turns to one stock joining the SPX ahead of its inclusion: The Trade Desk (TTD). He highlights how the stock stand against peers in the communications sector. Rick later offers a broader view into the recent sector rally. ======== Schwab Network ======== Empowering every …

1
NVDA Eased Export Restrictions to Benefit TSM & AMSL 5:47

12h ago5:47

5:47

ASML Holding (ASML) reports earnings early tomorrow morning, and Ray Wang expects to see a beat from the report. In turn, he sees Nvidia's (NVDA) eased A.I. chip export restrictions on China benefitting TSMC (TSM), which will in turn benefit ASML. Ray also talks about other companies investors should watch as the A.I. ecosystem grows. ======== Schw…

1
Zed Francis on How Market Risk and Volatility Have Changed 8:33

12h ago8:33

8:33

“It’s absolutely amazing to be honest.” Zed Francis looks at realized volatility over the past few months. “Risks used to be centered in a handful of institutions that reacted in a very similar fashion, ie banks…now risk is spread around,” which can mute market reactions. He also discusses hard economic data vs soft data and what they’re telling ma…

1
Will MP Materials (MP) Investment Offset Rare Earths Supply Issues? 6:48

12h ago6:48

6:48

Ben Emons previews the PPI report tomorrow and covers the rare earth minerals sector, which is a main driver of producer prices. He notes that Trump originally tried to put tariffs on rare earths, which backfired. Instead, the government has made investments in MP Materials (MP) – and a deal with Apple (AAPL) has sent the stock soaring today. =====…

1
Technical Tuesday: SPX, FOUR, CRCL 6:28

12h ago6:28

6:28

Kevin Horner is back for Technical Tuesday! On the S&P 500 (SPX), he focuses on the 10-day and 20-day moving averages and thinks bulls are still in charge. Shift4 Payments (FOUR) caught his eye because of a 50% move up from April lows and consolidation over the last week and a half. He sees $100 as a support level. Circle (CRCL) hasn’t traded for l…

1
What June CPI Signals About Fed Rate Cuts 6:32

12h ago6:32

6:32

Mark Vitner and Jeffrey Cleveland break down June CPI, which cooled as shelter costs dipped. Mark thinks the Fed is “still on course” after the report. He also expects the PPI to read about the same when it is released tomorrow. However, he thinks the labor market is “much weaker” than data shows. Jeffrey thinks rate cuts will start in September an…

1
JOBY Ramps Up Manufacturing, Lifts Off to 4-Year High 5:05

12h ago5:05

5:05

The developing air taxi company continues to draw headlines as successes tally up. Joby Aviation (JOBY) will double production capacity at its California plant and will ramp up production at its Ohio facility. Marley Kayden notes other bullish signals, which includes a slew of recent test flights. However, profitability remains a constant overhang …

1
Why China was Hesitant About Synopsys/Ansys Deal Approval 5:02

12h ago5:02

5:02

Kim Forrest discusses the Synopsys (SNPS) acquisition on Ansys (ANSS) for $35B, which was just approved by Chinese regulators. She notes that China was concerned about its continued access to their products, which “validates the value of what Synopsys does.” She also covers Nvidia (NVDA) looking to export H20 chips to China, which she calls “comfor…

1
Crypto Security Perception Key in COIN Success, Retail Interest "Good, Not Great" 11:29

15h ago11:29

11:29

LikeFolio's Landon Swan makes the case that Coinbase (COIN) has a higher correlation to Bitcoin than Strategy (MSTR). Part of the company's recent success comes from its public perception on security. However, Landon adds that traction is "good, not great" when looking at his firm's data on Coinbase app usage. If Coinbase is to continue its current…

1
JPM, WFC & C: Analyzing Both Sides of the Big Bank Coin After Earnings 6:35

15h ago6:35

6:35

Investopedia's Caleb Silver says there were many positives in the first round of big bank earnings. He notes investment banking and a streamline of IPOs signaling bullish indicators for JPMorgan Chase (JPM) and Citigroup (C), but warns of net interest income as a bearish sign for Wells Fargo (WFC). John Petrides takes the other side of the argument…

1
Downey’s Top Outlier Stocks: AEM, SRAD, RCL 8:27

15h ago8:27

8:27

Lucas Downey points out a recent golden cross pattern on the S&P 500’s chart. He notes that earnings uncertainty could dampen market enthusiasm, and that August and September historically tend to be worse for stocks. He shares his Top Outlier Stocks for the year: Agnico Eagle Mines (AEM) and Sportradar (SRAD). He also likes Royal Caribbean (RCL), c…

1
The Big 3: ASML, GOOGL, CRSP 11:41

15h ago11:41

11:41

ASML Holding (ASML) is "the machine that makes the machine," says Joe Tigay, referring to its importance in Nvidia's (NVDA) chipmaking process. While the stock closed the gap from April lows, he says outlook will continue to be key for the company. Joe also notes Alphabet's (GOOGL) prospects on future tech and Crispr Therapeutics (CRSP) as an unsun…

1
Trading Copper on a Copper Gold Signal 56:29

15h ago56:29

56:29

In today's Options Trading Concepts Live, the team analyzed a range of market dynamics following the recent volatility in stock and commodity prices. The discussion highlighted NVIDIA's (NVDA) impact on the market, with some speculative sentiment around earnings and potential corrections. They examined the copper market, noting recent price movemen…

1
META Plans "Several" Data Centers, Shift in Open-Source A.I. 8:06

17h ago8:06

8:06

Meta Platforms (META) is looking to build numerous multi-gigawatt data centers that CEO Mark Zuckerberg says make up a "significant part of the footprint of Manhattan." Marley Kayden says that may not be the only piece of news moving the stock. She points to a report from the New York Times saying Meta is considering abandoning its open-source A.I.…

1
Why the GENIUS Act is Critical for Crypto Industry 5:15

17h ago5:15

5:15

Ben Weiss covers “Crypto Week” on Capitol Hill and argues if the market structure bill is passed, Bitcoin will head higher. “We have a lot of room to go from here.” He explains why the GENIUS Act is so important for the industry and the role stablecoins play in the crypto ecosystem. “This administration wants to make the U.S. the crypto capital,” B…

1
WFC Trades Lower: Net Interest Weaker, Investment Banking Stays Strong 11:41

17h ago11:41

11:41

Wells Fargo (WFC) was one big bank that traded lower following the pipeline of earnings this morning. Alexander Yokum points to tariffs as the culprit, noting the company's weaker guidance for net interest income. However, the company's investment banking sector continued to show strength. Alexander weighs Wells Fargo against other big banks to det…

1
CRWV $6B Data Center Investment, TTD Joining SPX, Citi (C) Profit Jumps 25% 9:38

17h ago9:38

9:38

Citigroup (C) saw its 2Q profit jump 25% thanks to a strong reversal of momentum toward trading and investments through the big bank. CoreWeave (CRWV) soared after announcing a $6 billion investment into a new Pennsylvanian data center. The Trade Desk (TTD) also rallied more than 10% with prospects of joining the SPX on Friday. Diane King Hall take…

1
New Record Highs for SPX, NDX & NVDA 5:54

17h ago5:54

5:54

On the backs of a "tamer than expected" CPI print and positive Nvidia (NVDA) news, both the Nasdaq-100 (NDX) and S&P 500 (SPX) notched new all-time highs. Alex Coffey joins Morning Trade Live with a look at Tuesday's breakout over the past 5-day trading range. He says $6280-$6290 could be an area of support to watch to the downside should the openi…

1
China GDP ‘Pretty Strong’, but Consumer Remains ‘Very Weak’ 8:20

17h ago8:20

8:20

Michelle Gibley looks at China GDP’s “pretty strong numbers” and breaks down the report. “The problem for them is that the consumer is very weak.” However, she thinks there’s not an “urgent” reason for the Chinese government to stimulate its economy. She sees U.S./China relations “continuing to thaw,” but there remain many unknowns, including aroun…

1
NVDA "Dramatic Reversal" of A.I. Chip Exports, JPM Beats & WFC Dims Outlook 9:45

18h ago9:45

9:45

Nvidia (NVDA) rallied 5% in the premarket hours after President Trump approved chip exports to China. Jenny Horne talks about how this development opens the door to another run higher for the A.I. giant. On big banks, Jenny takes a closer look into JPMorgan Chase's (JPM) earnings beat and Wells Fargo's (WFC) reasoning for lowering expectations on n…

1
CPI & NVDA Boost Markets, Big Banks Begin Earnings Season 6:08

18h ago6:08

6:08

Core CPI came in at 0.2%, slightly below Wall Street estimates of 0.3%. Kevin Hincks reports from the Cboe Global Markets and breaks down the report by sector to analyze what it means for inflation and the Fed's rate cutting cycle. Big banks traded mostly lower in the premarket after JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC) report…

1
Options Corner: DASH Downgrade 5:30

19h ago5:30

5:30

DoorDash (DASH) starts the day with a downgrade to a hold rating from Jefferies. Rick Ducat examines the food delivery stock's upward channel off of April-lows, but notes the downward trend in the RSI study. For recent options open interest, he points to a range between $230-$260 on the call side. Later, Tom White demonstrates a call vertical strat…

1
Under The Hood on CPI Print, Fed Rate Cut Odds in Question 8:04

19h ago8:04

8:04

Joe Brusuelas says "Initial reporting was over-optimistic" on the latest CPI print. He points to tariff-induced price activity in certain parts of June's inflation data. Joe now believes the Fed won't likely cut rates until December, and is eager to watch today's pundits debate the central bank's next move. He says "stagflation-light" could be a te…

1
Versace: Earnings Guidance "Could Skew Conservative" Amid Tariff Uncertainty 7:12

19h ago7:12

7:12

Chris Versace says "not all banks are the same" as he reacts to this morning's earnings from JPMorgan Chase (JPM). Comparing it to other bank stocks, Chris says he's been long Morgan Stanley (MS) and highlights the latter's exposure to trading. For Citigroup (C) and other financial stocks, he says "who wins where" is going to be important moving fo…

1
Wang: Banking Sector Good Gauge For Rest of Economy 8:14

19h ago8:14

8:14

Andrew Wang says despite the tariff news, markets keep climbing higher and that banking earnings provide a good read on the rest of the economy. In the wake of bank earnings from JPMorgan Chase (JPM), Citigroup (C) and others, he says trading volumes appear to be remaining healthy as investors look at future government spending post "One Big Beauti…

1
Chart of the Day: GOOGL $25B Data Center Spend 3:43

19h ago3:43

3:43

Alphabet (GOOGL) announced plans to spend up to $25B to expand its data center presence in America. Ben Watson drops by to look at the technical chart perspective on the Mag 7 stock. In the past 5 days, he looks at a range between $177-$182. On a longer-term chart, he sees a sideways trend over the last year. Ben says to watch tests of the $182 lev…

1
Stock Market Today: Crypto Week, PYPL v. AFRM, BA 18-Month High 2:23

1d ago2:23

2:23

The first day of a packed week on Wall Street opened with stocks in the green, which included an all-time high showing from Bitcoin and a closing high in Coinbase (COIN) as "Crypto Week" begins in Washington. It was a mixed picture in the fintech space with PayPal (PYPL) getting an upgrade while Affirm (AFRM) received a downgrade. Boeing (BA) share…

1
Tariffs, Technicals & Crypto Adoption: What to Watch This Earnings Season 29:30

1d ago29:30

29:30

Diane King Hall moderates a special Market Overtime episode with two respected Wall Street Minds. Jay Woods joins Diane at the NYSE set to preview this week's big bank earnings and explains why he's "very bullish" on the financials group. Later, Gareth Soloway dives into the technical levels to watch in some of the biggest names around, including N…

1
Wearable Biosensors: Revolutionizing Real-Time Health Monitoring 5:22

1d ago5:22

5:22

Profusa CEO Ben Hwang joins Marley Kayden to discuss the company's digital health platform that enables real-time monitoring of body chemistry, and how its wearable biosensor technology could revolutionize the future of medicine. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute …

1
Zipparro: Earnings Will be Strong, Tariffs & Valuations Bring Biggest Risks 6:40

1d ago6:40

6:40

Tony Zipparro expects an average of 4% to 9% earnings growth across markets for the quarter. It's a confident projection, but Tony notes that market reactions can vary due to stocks seeing impressive upside action over recent weeks. He offers deeper analysis behind price action projections as markets trade around all-time highs. ======== Schwab Net…

1
Two Sides to CPI & Inflation Impact, Investors Mitigate Fear of Tariffs 9:00

1d ago9:00

9:00

Tuesday morning's CPI report is one Charles Schwab's Collin Martin expects to be "pretty important" to the market, but one that won't signal a trend to the FOMC's rate cut cycle. Even if the number comes in cooler than projected, Collin warns it could be for the wrong reasons. On tariffs, Mike Townsend says investors have learned not to overreact t…

1
Previewing CPI Report, ‘Moderately Bullish’ on Bitcoin 6:12

1d ago6:12

6:12

Scott Bauer surveys the commodities markets. He is still “moderately bullish” on Bitcoin as it hits news highs but is a “little concerned” about a “buy the rumor, sell the news” event this week. On the U.S. dollar, he attributes its recovery to euro weakness and says there’s still pressure to move lower. He previews the June CPI report, released to…

1
Financials Outperform SPX: Turning to Technicals Ahead of Bank Earnings 6:10

1d ago6:10

6:10

With many banks set to report earnings this week, Rick Ducat gives investors a closer look into the financial sector and show corners of the industry they should watch. As he explains, the sector has outperformed the SPX. Rick turns to chart technicals in the Financial Sector SPDR ETF (XLF) and PayPal (PYPL). ======== Schwab Network ======== Empowe…

1
Risks to Big Banks Ahead of 2Q Earnings 6:53

1d ago6:53

6:53

Pierre Buhler previews big bank earnings. He expects financials to continue to improve but notes an increase in bad debt. He thinks regional banks are the most exposed to risk and says to keep a close eye on their reports this earnings season. He likes JPMorgan (JPM) and Goldman Sachs (GS), citing their “focus.” He also notes Wells Fargo (WFC) beco…

1
Bitcoin to New Highs; Digging into U.S. Housing Market 8:33

1d ago8:33

8:33

“Over the long-term, it does trade higher,” Jake Clopton says of Bitcoin as it hits an all-time high above $120K. He sees “interesting corners” of the crypto market beyond Bitcoin as well. He thinks the Fed could cut rates in September, with only one cut this year. Jake says people need to cut through the noise and focus on their dual mandate to se…

1
Takeaways from Amazon (AMZN) Prime Day 6:24

1d ago6:24

6:24

Jeff Zananiri and Charlie O’Shea recap Amazon’s (AMZN) Prime Day event. They look at the latest analytics on consumer spending. Charlie notes that Amazon is under pressure to top itself every year. He argues that sales don’t matter, but acquiring and retaining new Prime members is the key. Jeff thinks that expanding Prime Day to multiple days signa…

1
Bitcoin ‘Digital Gold’, Factors Aiding Adoption 8:22

1d ago8:22

8:22

Martin Leinweber spotlights Bitcoin’s breakout, spurred higher by bullish sentiment around the House’s ‘Crypto Week.’ He thinks the digital gold argument “makes sense,” and points out a “rare positive divergence” from equities. He says this shows Bitcoin is changing from a tech proxy into its own product. He discusses stablecoins, which he thinks w…

1
The Big 3: RCL, ASTS, LULU 10:34

1d ago10:34

10:34

Prosper Trading Academy's Scott Bauer joins today's Big 3 and looks into three vastly different industries. For Royal Caribbean (RCL), he believes the stock is heavily overbought and needs time to "cool off." Scott sees AST SpaceMobile (ASTS) breaking out to new all-time highs before its earnings, and Lululemon (LULU) at a "make or break" moment as…

1
Bracing for ‘Dramatic Moves’ on August 1 Tariffs 7:51

1d ago7:51

7:51

Dean T. Smith “isn’t sure” where the 50% copper tariff came from and thinks that announcement isn’t getting the attention it deserves. “The market is getting too complacent about the potential impact of these tariffs,” he argues. “If we don’t get the TACO effect…you could see some pretty dramatic moves in fixed income…and even the stock market.” He…

1
"Crypto Confusion to Crypto Clarity:" CLARITY & GENIUS "Breath of Life" for Bitcoin 6:56

1d ago6:56

6:56

Today marks the beginning of "Crypto Week," which Kyle Chasse will watch closely. He talks about why Congress passing the CLARITY and GENIUS Acts are game changers for the crypto space. As far as the adoption timeline, Kyle says the U.S. is "very far behind." ======== Schwab Network ======== Empowering every investor and trader, every market day. S…

1
SHOP Dominating P2P Space, PYPL Drags Despite Venmo Strength 7:55

1d ago7:55

7:55

LikeFolio's data shows Venmo interest up 14%, but it doesn't compare to Shopify's (SHOP) 30% increase. Landon Swan notes the fintech space as a whole is struggling, with PayPal (PYPL) falling behind despite Venmo's performance. He points to the merchant side of the business as a main reason for the company's lagging performance. ======== Schwab Net…

1
Arnim Holzer on ‘Playing the Residuals’ in an Uncertain Market 6:37

1d ago6:37

6:37

“Playing the residuals” is a better approach than trying to figure out the winning strategy, Arnim Holzer posits. He discusses sectors like utilities and financials and turns attention towards international strategies. He thinks U.S. currency will “continue to underperform,” but not in the same way. He talks about diversification and how to play po…

Podcasts Worth a Listen

Aapl Podcasts

Podcasts Worth a Listen

Quick Reference Guide