Kerr: AI Earnings "Need to be Better than Great" & SPCX Sets OpenAI, Anthropic Expectations episode artwork

EPISODE · Jul 20, 2026 · 12 MIN

Kerr: AI Earnings "Need to be Better than Great" & SPCX Sets OpenAI, Anthropic Expectations

from Schwab Network · host Schwab Network

Samuel Kerr helps investors navigate the AI landscape after bearish price action claws into many tech names. He says earnings "need to be better than great" for stocks to see significant rallies. Nvidia (NVDA) is the company Samuel continues to see acting as the main meter to gauge AI health. As for SpaceX (SPCX), Samuel considers it an AI-adjacent company and talks about expectations it set for OpenAI and Anthropic's upcoming IPOs. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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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Kerr: AI Earnings "Need to be Better than Great" & SPCX Sets OpenAI, Anthropic Expectations

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