Best Spx Options Podcasts (2025)

1
SPX Drags Despite Equal Weight Rallying, "Aggressive" VIX Options 5:57

3h ago5:57

5:57

The SPX dragged as Wednesday's session went on, with Kevin Green pointing to mega caps' lagging price action as the culprit. However, he highlights the SPX Equal Weight surging, signaling broader market participation. Kevin later highlights "aggressive" VIX options as volatility continued leaking to the downside. ======== Schwab Network ======== Em…

1
Tech Corner: DELL A.I. Position Ahead of 2Q Earnings 6:36

1h ago6:36

6:36

George Tsilis dives deep into the business operations of Dell Technologies (DELL). In this week's edition of Tech Corner, find out what role DELL has in the burgeoning A.I. adoption among the overall economy. Ahead of DELL's 2Q earnings print, George provides an overview on the company's financial position and historical performance. ======== Schwa…

1
Nuclear's "Long-Term Play," Bull Case in Healthcare & Aerospace 9:01

25m ago9:01

9:01

Todd Stankiewicz turns to corners of the market he thinks investors should watch. One of the biggest: energy, specifically the nuclear power space. He sees nuclear companies powering A.I. infrastructure's exponential need for electricity. Todd explains telehealth's role in giving healthcare its next leg higher and his deregulation bull case on aero…

1
Philips (PHG) Invests $150M+ in U.S. AI Ultrasound Expansion, Creating 100 Jobs 5:24

2h ago5:24

5:24

Philips (PHG) plans to invest over $150M in U.S. manufacturing and R&D, expanding production of its AI-enabled ultrasound systems. Global Chief Operations Officer Wim Appelo joins to discuss the investment, which takes Philips' total U.S. investment to over $1B/year. Appelo highlights how AI integration in ultrasounds drives efficiency and capabili…

1
Stock Market This Week: Chip Tariffs, INTC Soars, CRWV Crashes, UNH Berkshire Stake 2:29

2h ago2:29

2:29

Markets muscled yet another winning week, led by a 3% rally from the RUT. The A.I. trade continued to dominate headlines, starting with Monday's announcement that Nvidia (NVDA) and AMD Inc. (AMD) will pay 15% of China chip revenue to the U.S. Intel (INTC) closed as the S&P 500's top performer of the week while CoreWeave (CRWV) sold off significantl…

1
Overlooked Stock: RIGL Nearly Doubles Stock in August 6:23

2h ago6:23

6:23

Rigel Pharmaceuticals (RIGL) is up 88% in August and more than tripled its stock price over the last year. The staggering upside rally began with a massive earnings beat and raised guidance. George Tsilis talks about why the numbers are drawing a staggering number of new investors to the company. ======== Schwab Network ======== Empowering every in…

1
Crypto Turmoil: Bitcoin Slides, Ethereum Shines Amid Inflation and Fed Uncertainty 10:53

2h ago10:53

10:53

Phil Streible discusses why Bitcoin's recent volatility is here to stay, and why Ethereum is stealing the show. He also breaks down the latest moves in gold, copper, and oil, and shares his price targets for each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt…

1
Hard v. Soft Data Clashes Again, 300% Tariffs Aimed at A.I. Chips 5:47

2h ago5:47

5:47

While retail sales ticked upward, Cooper Howard with Charles Schwab notes that consumer sentiment ticked down. He suggests the numbers show another divergence between hard and soft data, especially after Thursday's PPI print came in hotter than expected. Michelle Gibley talks about the international front with President Trump's anticipated A.I. chi…

1
Selling Pressure Grips SPX, Futures Reaching Technical Apex 5:51

2h ago5:51

5:51

Pops throughout the day Friday were largely sold off, notes Kevin Green. While the index held its consolidation range, "it's not the day you want to see" heading into the weekend. He adds insight through another chart showing how market breadth thinned during the session. Kevin also turns to technicals in the SPX futures and points to an apex that …

1
Consumer Spending Soars: AMZN Drives Growth Amid Inflation Worries 8:20

2h ago8:20

8:20

U.S. consumer spending just logged its second straight month of gains, and Anthony Ferry says it's a testament to the strength and resilience of the U.S. consumer. Despite inflation concerns and tariff uncertainty, Ferry notes that consumers are still willing to spend, particularly in categories like motor vehicles, where they may be trying to beat…

1
Short-Term Fixed Income Fades as ETFs Gain Traction 6:44

2h ago6:44

6:44

Karen Veraa-Perry says investors are favoring short-term durations in fixed income, but sees an opportunity to add duration and maximize income before the next Fed rate cut. She also notes that ETFs are becoming a preferred vehicle as they offer tradability and access to active strategies. Karen discusses the performance of actively managed fixed i…

1
Bullish on META, MSFT, GOOGL, and Homebuilders: Market Record Highs Ahead 8:24

2h ago8:24

8:24

Eric Clark discusses why he's still constructive on the market despite recent volatility. He's bullish on consumer stocks, particularly those with strong e-commerce exposure, citing names like Meta Platforms (META), Shopify (SHOP), and Ulta Beauty (ULTA). Clark likes companies with AI capabilities, such as Microsoft (MSFT), Alphabet (GOOGL), and Se…

1
"We're Just Getting Going:" Circle (CRCL) CFO on Earnings & Stablecoin Acceleration 9:11

3h ago9:11

9:11

Jeremy Fox-Geen, CFO of Circle (CRCL), sees lots of opportunity for his company to grow in the stablecoin industry, talking about the "long runway" for growth in Circle's earnings. He says the "world has woken up" to crypto-centric technologies and that adoption will only accelerate. When it comes to Circle's outlook, Jeremy says it is focused on e…

1
Bullish Market Forecast: Big Tech and International Plays Lead the Charge 7:06

3h ago7:06

7:06

Greg Dukes sees a strong finish for the market, driven by the "big beautiful bill" and leadership from big tech. He expects the Fed to cut rates 25-50 basis points in September, with a 50/50 chance of another cut by year-end. Dukes is bullish on Microsoft (MSFT), Johnson & Johnson (JNJ), and Alphabet (GOOGL), and likes international plays like Toyo…

1
Consumer Sentiment Slides, Retail Sales Rise: A Mixed Economic Picture 6:38

3h ago6:38

6:38

Consumer sentiment took a hit in August as concerns about inflation and a potential recession loomed. Morningstar's David Swartz says consumers are pulling back on discretionary spending due to economic uncertainty, while Conference Board's Dana Peterson notes a rise in inflation expectations in July. However, not all retailers are created equal - …

1
JOBY Takes Flight — Literally, Stock Moves Lower 4:56

3h ago4:56

4:56

Joby Aviation (JOBY) completed its first test flight between two U.S. airports that lasted 12 minutes. Despite the successful test, the stock still traded down on Friday. George Tsilis explains that while Joby boosted optimism for autonomous flight and evolving tech, he points to macro factors for the decline in shares. ======== Schwab Network ====…

1
Inflation Shifts and Consumer Backlash: MSFT, SAM, BF/B in the Crosshairs 4:47

18h ago4:47

4:47

Eddie Yoon breaks down the latest data on the consumer, citing flat PCE and disposable income growth despite inflation headwinds. He believes the 2% inflation rate is "far behind us," and 3% will become the new normal, driven in part by surging energy costs and AI-driven demand. Yoon also notes the potential for a consumer backlash against big tech…

1
"Fears Valid" in AMZN Same-Day Delivery Expansion, AWS Remains Cloud Leader 7:42

4h ago7:42

7:42

LikeFolio's Megan Brantley says Amazon's (AMZN) same-day grocery delivery expansion will disrupt the space. She notes the company's Prime membership paired with delivery improvements will steer customers away from retail giants like Walmart (WMT) to their platform. Megan later talks about the company's A.I. endeavors through AWS cloud. While growth…

1
"Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback? 6:03

4h ago6:03

6:03

Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I. player, exposure to China and current valuation levels have him questioning a short to mid-term rebound. John Buckingham is more bullish, arguing that a "v…

1
AI Optimism Fades: Rotation into Hard Assets Gains Traction 7:12

6h ago7:12

7:12

Larry McDonald says the AI-led optimism may have peaked, citing Mag 7 infighting and ETF underperformance. He sees a rotation out of financial assets and into companies that own hard assets, such as copper, silver, and gold miners, as well as natural gas equities. McDonald believes this shift is not about being bearish or bullish but about a "colos…

1
The Big 3: OPEN, RIGL, JOBY 15:33

6h ago15:33

15:33

Tim Bohen talks about Opendoor's (OPEN) "fundamental case" for real estate, even after shares exploded to the upside in an ongoing meme stock craze. He sees something similar in Rigel Pharmaceuticals (RIGL), noting the stock nearly doubling just in August. Tim expects Joby Aviation (JOBY) to make a substantial rally similar to July's as investors s…

1
Bull Market in Extra Innings: Key Metrics and Tariff Impacts to Watch 7:35

6h ago7:35

7:35

Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal…

1
EdgeRunner AI CEO: A.I. "Mission Critical" for Military, "We Go Where Palantir Can't Go" 7:39

22h ago7:39

7:39

EdgeRunner AI CEO, Tyler Saltsman, says artificial intelligence will inevitably continue to evolve in the defense and military space. He touches on how EdgeRunner uses A.I. and how it aids soldiers focus more on their mission without being bogged down in analytics. He also notes what makes his company different from Palantir (PLTR). "A.I. is not pe…

1
AMAT Guidance Cuts Into Shares, CSCO Downgrade, CRM Upgrade 8:36

1h ago8:36

8:36

Diane King Hall talks all A.I. trade developments moving markets Friday morning. Applied Materials (AMAT) sold off more than 10% after it posted disappointing guidance and hinted at China tariff pressures. Cisco (CSCO) faced pressure of its own after HSBC downgraded the stock from buy to hold. Diane noted one bright spot in Salesforce (CRM), which …

1
TGT Downgrade Ahead of Earnings, Growth Faces Critical Headwinds 7:52

1h ago7:52

7:52

A "deteriorating long-term outlook" is behind BofA's downgrade on Target (TGT). Marley Kayden breaks down the analysis and weighs the company against Walmart (WMT), highlighting spots where Target is lagging. Dan Deming offers an example options trade for Target. ======== Schwab Network ======== Empowering every investor and trader, every market da…

1
Calm Before the Storm: AI and Tech Poised for New Highs 9:37

1h ago9:37

9:37

Ben Fulton expects the market's calm before the storm to give way to a potentially volatile fall, driven by a heavy sector rotation. Despite this, he's optimistic about new highs in the fall and winter for stocks, particularly in AI-driven areas like tech and communications. Fulton also believes a potential rate cut in September could provide a boo…

1
ny NVDA Dip a "Gift," AMD & INTC Good Alternatives 9:36

1h ago9:36

9:36

Matt Tuttle sees Nvidia (NVDA) as a strong long-term stock to own but would not trade near its all-time high. He says the market leader needs to deliver a blowout quarter "and then some" in order to impress investors with earnings later in August. That said, Matt calls every dip in Nvidia a "gift." He also calls AMD Inc. (AMD) and Intel (INTC) good…

1
SPX Breakout Potential, Crude's Bearish Signals & KRE Bullish Momentum 6:26

1h ago6:26

6:26

There's a lot to keep on the radar for Friday's session, with Kevin Green noting a potential breakout in the SPX to close the week. However, crude oil's technicals point to bearish indicators for the overall market, with President Trump and Vladimir Putin's meeting expected to spark volatility. Kevin later highlights technicals in the financial spa…

1
Berkshire Hathaway Backs UNH, U.S. Government Eyes INTC Stake 8:54

1h ago8:54

8:54

UnitedHealth (UNH) got a big boost from Berkshire Hathaway. Warren Buffett's firm announced it took a stake in the company, a much needed move for the healthcare company, says Sam Vadas. She also notes the "unusual" headline of the U.S. government looking to take a stake in Intel (INTC). Sam explains the role national security around the A.I. chip …

1
Options Corner: UNH Bullish Move After Buffett Buys In 5:18

2h ago5:18

5:18

UnitedHealth (UNH) shares have "significantly underperformed" the broader S&P 500 (SPX) so far in 2025, says Rick Ducat. He examines the UNH chart following news that Warren Buffett's Berkshire Hathaway (BRK/B) has taken a stake in the company. Rick highlights the downtrend signals and current levels of potential upside resistance for bulls to watc…

1
Crypto Sentiment Outlook & the U.S. Role in Leading Digital Currencies 6:14

2h ago6:14

6:14

Nick Motz joins Morning Movers to discuss the current state of crypto investing. He believes sentiment is positive based off of additional clarity provided by U.S. legislative efforts like the GENIUS Act. Nick says not only will the changes help bring talent back to the domestic crypto companies but also provide dominance for U.S. dollar backed sta…

1
Nelson on TSLA: "Don't See Any Upside for This Stock" 6:05

2h ago6:05

6:05

CFRA's Garrett Nelson has a $300 price target and a 3-star rating on Tesla (TSLA). He admits the stock has been an "underperformer" in 2025, but says his concerns now are about the company's 4Q performance in the wake of EV tax credits expiring. Garrett points to market share declines in China and Europe as another area to watch. On Elon Musk, Garr…

1
Chart of the Day: CRM Upgrade 4:13

2h ago4:13

4:13

Salesforce (CRM) received an upgrade from the analyst at D.A. Davidson. The firm lifted its rating to a neutral rating from underperform, saying activist investor involvement "may help the company correct course." Brett Crowther joins the show to dissect the software company's technical layout on the charts. He says the $230 level is a key level of…

1
Inflation Data Weighs on Futures After PPI Surprise, Trump-Putin Meeting & AMAT Earnings 8:29

23h ago8:29

8:29

Thursday’s PPI report came in well above expectations, reigniting U.S. inflation concerns. Kevin Green discusses what could push the S&P 500 to fresh highs, with 6,600 as the next key technical level after today’s August monthly options expirations. President Trump is set to meet Russian President Putin on Friday in Alaska, and crude oil markets ap…

1
Trump & Putin Meet in Alaska, Retail Sales Uptick & Measuring Regional Data 7:50

2h ago7:50

7:50

"We've got something for everyone today" when it comes to news around the markets, says Kevin Hincks. He talks about the evolving inflation picture with retail sales showing an uptick in activity. On the geopolitical front, President Trump and Vladimir Putin will hold a long-awaited meeting in Alaska to discuss the future of Ukraine. Kevin later no…

1
Crypto in 401 (k): "Huge Opportunity" for Retirees? 5:20

9h ago5:20

5:20

Kyle Chassé (@KyleChasseCrypto) believes the Trump administration's latest legislative steps to enhance crypto regulation will aid investors saving up for retirement. He calls it a "huge opportunity," as he sees Bitcoin prices substantially multiplying over the next several years. ======== Schwab Network ======== Empowering every investor and trade…

1
Stock Market Today: Trump Eyes INTC, AMZN Pops, DE & TPR Earnings Sell-Off 2:47

2d ago2:47

2:47

The SPX saw slight gains while the other indices slid on Thursday's trading session. Intel (INTC) popped right before the close after Bloomberg reported that the Trump administration was weighing a stake in the company. Amazon (AMZN) outperformed its Mag 7 peers on plans to expand same-day grocery delivery to thousands of U.S. cities. Deere & Co. (…

1
Lack of Energy Infrastructure Hitting Jet Fuel Supply 5:47

44m ago5:47

5:47

David Holt walks viewers through energy pipeline issues and spotlights jet fuel prices. Constraints and permitting issues are impacting supply, making him concerned about “bottlenecks” and higher prices. He notes that airlines support the world’s economic engine, so disruption would have significant ripple effects. Transportation infrastructure is …

1
Overlooked Stock: KTOS Taps New All-Time Highs 5:29

2d ago5:29

5:29

Kratos Defense & Security (KTOS) has vastly outperformed other peers in the aerospace industry, rallying 250% year-over-year. George Tsilis talks about its recent earnings and bullish upgrade from BTIG that helped give shares a boost. However, George adds it faces an uphill battle when it comes to valuation. ======== Schwab Network ======== Empower…

1
Next Steps Post-PPI: Watch Earnings Pricing Pressure, Top-Heavy SPX 5:24

1h ago5:24

5:24

@CharlesSchwab's Kevin Gordon calls Thursday's labor data relatively benign, though PPI tells a different story. He talks about what investors need to keep an eye on as the inflation picture gets murkier. For one, Kevin notes the potential of additional pricing pressure in upcoming earnings. He adds that the SPX itself remains heavily reliant on th…

1
SPX Consolidation Continues, Liquidity Remains Bullish 7:18

1h ago7:18

7:18

The 5-day SPX chart shows a double bottom that occurred between Wednesday's and Thursday's trading sessions, a bullish indicator according to Kevin Green. One concern he shares is the bid size of SPX futures higher than the ask size, showing interest from bears in the index. Bulls are showing strength when it comes to market depth. Kevin sees an up…

1
Silver Can ‘Charge Up’ to Gold; Gold to $4K? 7:56

2d ago7:56

7:56

Max Baecker says silver is undervalued right now and thinks it will start to “charge up” to catch up to gold. “Gold and silver usually move in lockstep,” and a falling dollar usually means big moves upwards for the metals, he adds. Max also compares gold and bitcoin and argues that “you need a little exposure” to bitcoin. He doesn’t consider them e…

1
Deere (DE) ‘The Player’ in Farming Automation & AI 8:14

2h ago8:14

8:14

Jonathan Sakraida says the challenge for Deere (DE) is their cut to guidance, since the market expected stronger cyclical performance. He also notes that interest rates hit Deere because a lot of its equipment purchases are financed, meaning farmers have less ability to buy. He considers Deere “the player” in AI and automation technology in the sec…

1
Deere (DE) Earnings: Farmers’ Tariff Troubles Hit Margins, Demand 8:49

2h ago8:49

8:49

Matt Maley and Kristen Owen break down Deere (DE) earnings. Matt says the company commonly puts out conservative guidance, but investors need to watch out for margin pressures from tariffs. Kristen notes “a lot of pressure for farmers” with tariffs making it more difficult to sell their crops – which are having a good growing year – which then hits…

1
Finding Opportunities in a Steepening Yield Curve 8:12

2h ago8:12

8:12

David Busch assumes the higher PPI numbers are tariff-related and will pass through to the CPI measurements soon enough. “Inflation is still persistent, it’s still sticky,” forcing the Fed onto a longer path for rate cuts. He’s looking at sectors like consumer discretionary, which could benefit from a steepening yield curve. “I would also consider …

1
Earnings to Watch Next Week: HD, TOL & More 4:57

2h ago4:57

4:57

Don Nesbitt points out a dichotomy in consumer behavior and analyzes the earnings season thus far. He sees a distinct difference based on income level and says Home Depot (HD) earnings next week can help give a better picture of consumer health. He’s also watching Toll Brothers (TOL) earnings after competitors missed estimates. ======== Schwab Netw…

1
"Bifurcated" Mag 7: AAPL & TSLA Catch Up, MSFT's Azure Juggernaut, NVDA Rising Competition 10:32

2d ago10:32

10:32

Austin Lyons says the Mag 7 continue to dominate market leadership, though it's becoming more fragmented. As companies like Apple (AAPL) and Tesla (TSLA) play catch up, Austin poses the question to investors, "is there anywhere else that's better to put your money in the A.I. trade?" While he like Apple's tech ecosystem and Tesla's future prospects…

1
RKT Soars 80% YTD: How It Served as a Housing Bright Spot 4:48

3h ago4:48

4:48

Rocket Companies (RKT) offers mortgage and real estate financial services. The stock also rallied about 80% so far in 2025 even as the rest of the industry underperformed. George Tsilis takes a closer look into the company's fundamentals and financials to explain why investors are boarding Rocket. ======== Schwab Network ======== Empowering every i…

1
Ca$htag$: Roku (ROKU) an Acquisition Target? 7:53

4h ago7:53

7:53

Likefolio’s Andy Swan shares their consumer sentiment data on Roku (ROKU). “They’re just quietly executing a really, really strong game plan.” He thinks Roku is in a “prime spot” in the streaming world and looks at their ad business and the success of the Roku Channel. He also says Roku is gaining customers and calls it “definitely an acquisition t…

1
CSCO A.I. Growth "Sustainable," Investors Looking for More 6:54

3d ago6:54

6:54

Cory Johnson liked Cisco's (CSCO) latest earnings, adding that it shows the company taking a slice of the A.I. infrastructure pie. He considers networking revenue the high point of the report. Tom Essaye isn't as bullish on the stock after Cisco's earnings, noting the muted reaction to the numbers. He argues investors are looking for much more as m…

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