EPISODE · Aug 11, 2026 · 8 MIN
NVDA Makes $500B AI Infrastructure Push, CRWD & PANW Tap All-Time Highs
from Schwab Network · host Schwab Network
Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all-time highs, along with reports that Apple (AAPL) will still release its all-glass iPhone. ======== 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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NVDA Makes $500B AI Infrastructure Push, CRWD & PANW Tap All-Time Highs
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