Podcast Episodes
Back to Search
Bending Spoons' CEO on IPO and Acquisition Playbook
Bending Spoons (BSP) CEO Luca Ferrari discusses the company's IPO and how public markets will support its acquisition-driven growth strategy. He expl…
1 month, 3 weeks ago
Ca$htag$: PLTR Path Ahead Through AI Software & Commercial Growth
Landon Swan from LikeFolio discusses whether Palantir’s (PLTR) business could become commoditized as AI continues to grow its commercial customer bas…
1 month, 3 weeks ago
NKE Posts Earnings Beat, Needs to Leap Over China Hurdle
Nike (NKE) is rallying despite continued sales pressure and weakness in its direct-to-consumer business. Tom Nikic and Zach Warring discuss wholesale…
1 month, 3 weeks ago
U.S. Government Lifts Anthropic Foreign Restrictions, Profit Path Key Overhang
James Czerniawski discusses Anthropic and the U.S. government lifting foreign access restrictions on Anthropic’s latest models. He says the company's…
1 month, 3 weeks ago
The Big 3: CVS, SLV, PLTR
TheoTrade's Don Kaufman takes us through today’s Big 3 and offers example trades for his picks. He first highlights CVS Health (CVS), saying the comp…
1 month, 3 weeks ago
Ghabour: Healthcare & Housing Benefitting from AI Rotation
Eddie Ghabour says he is taking more defensive action for short-term trading, but remains bullish for the long-term. He tells investors to keep an ey…
1 month, 3 weeks ago
"Struggle Street" for UBER: Peak Business Performance Sees GOOGL, TSLA Pressure
Uber Technologies (UBER) is "stuck on struggle street," says Thomas Martin. He says the company is performing at its best, though the rise of robotax…
1 month, 3 weeks ago
Investors Waiting for NKE "Just Do It" Moment, Stock Near 12-Year Lows
Shares of Nike (NKE) jumped a bit since the opening bell after the company beat on earnings but showed weakness in China sales. Marley walks investor…
1 month, 3 weeks ago
Kevin Warsh's ECB Forum Speech & 2H26 Inflation Expectations
Charles Schwab's Liz Ann Sonders talks about Fed Chair Kevin Warsh’s speech at ECB forum in Portugal and what consumers can expect from the FOMC movi…
1 month, 3 weeks ago
Lonski: AI Chips Looks Vulnerable, Bull Market Will Keep Running
John Lonski expects a choppy second half for stocks as inflation remains elevated and semiconductor valuations stay stretched. He argues inflation is…
1 month, 3 weeks ago