EPISODE · Jul 1, 2026 · 12 MIN
Signs of Strength for Second Half of 2026, META Forming Cloud Business
from Schwab Network · host Schwab Network
Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. ======== 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
Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. ======== 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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Signs of Strength for Second Half of 2026, META Forming Cloud Business
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