EPISODE · Jun 30, 2026 · 7 MIN
Caleb Silver on 2026's Resiliency, Macro Risks & AI Disruption
from Schwab Network · host Schwab Network
Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for SaaS companies. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for SaaS companies. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Caleb Silver on 2026's Resiliency, Macro Risks & AI Disruption
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