PODCAST · business
Schwab Network
by Schwab Network
Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.
Episodes
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Stock Market Today: Clarity Act Fails, Tech Resilient Ahead of Rate Decision
Bitcoin, Ethereum and crypto-tied stocks sold off after the U.S. Senate failed to get enough votes for a key step in passing the Clarity Act. Tech's mixed picture set an unsteady foundation for the Fed's interest rate decision Wednesday. Marley Kayden takes investors through the top stories for...
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Hybrids, Trucks, and EVs: The Auto Winners Today
Brian Moody highlights Nissan as a top contender in the automotive industry, crediting its growing U.S. presence and new hybrid technology for a significant turnaround. He also sees strong opportunities in Stellantis (STLA) and General Motors (GM), points to Hyundai and Kia's domestic…
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Tuesday's Final Takeaways: SoftBank Secures OpenAI Financing, Clarity Act Vote Fails
SoftBank has collected an $11.87 billion, two-year loan to help finance its OpenAI investments, while crypto-tied assets sold off after the U.S. Senate failed to pass the Clarity Act. Sam Vadas and Marley Kayden carry investors through their top takeaways before the Fed's interest rate decision...
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Three Picks From AI Chips to Beauty Filters
Ben Connard of Carnegie Investment Council offers three stock picks, starting with TSMC (TSM) for its strategic AI infrastructure position and efforts to diversify manufacturing outside Taiwan. He then highlights Ulta Beauty (ULTA) for the resilience of beauty spending despite conservative...
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Dave Sekera on Tentative Fed Rate Hike, Sticking with AI Leaders & SPCX Contrarian Take
Dave Sekera with Morningstar Wealth says he "can't see" the Fed doing anything other than an interest rate hike for Wednesday's meeting. As for equities, he believes the S&P 500 (SPX) outside of the Mag 7 is fairly valued, though it comes with the market pricing in growth differentials between…
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Positioning for a Fed Hike and a Potential AI Slowdown
Scott Ladner of Horizon Investments explains what the market expects from the Fed's upcoming rate hike decision. He also discusses the potential for an AI slowdown, where investors should position themselves—including a surprising take on European equities—and delves into the possibility of AI...
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Customizing Risk With Targeted Maturity ETFs
Ken Roban of Reservoir Road Financial Group at Stewart Partners discusses the shift from TINA (There Is No Alternative) to TARA (There Are Reasonable Alternatives), highlighting opportunities in short-term bonds and targeted maturity ETFs in the corporate bond market. He also examines the…
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Clarity Act Fails Key Senate Vote: What's Next for Bitcoin, Other Crypto Assets?
The Clarity Act did not clear a key procedural vote in the Senate, a headline that sent Bitcoin falling near the end of Tuesday's trading session. Ray Salmond doesn't see it as a big headwind for crypto. He points to growing institutional investments and improving sentiment for cryptocurrencies…
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Software's Headwinds & Tailwinds at Forefront of AI Development
Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU).…
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Hatem Dhiab on MU, SKHY & Samsung Bull Case, Memory's Lasting Bottleneck for AI
"The cat is out of the bag" when it comes to AI development, says Hatem Dhiab, who believes there will not be a slowdown despite comments from Anthropic and OpenAI top brass calling for it. One corner of the AI market he sees with a lot more upside: memory chips due to its role as a bottleneck in...
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Crypto's "Monumental" Day: Evernorth CEO on Clarity Act Vote & Bitcoin, XRP Outlook
As the Senate readies to vote on the Clarity Act, Evernorth CEO Asheesh Birla discusses what the "monumental" day means for crypto's forward momentum. Once the bill passes, he sees institutional investments in Bitcoin and other cryptocurrencies accelerating rapidly. If it doesn't, Asheesh worries...
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Samsung's Standout Strength in AI Memory & BRK/B Unbreakable Defensive Stock
South Korean tech still has lots of bullish catalysts ahead, according to Molly Pieroni. She points to Samsung as a company sitting at the epicenter of AI memory's explosive surge in demand, while having a strong foundry business and low valuation compared to U.S. peers. Molly turns to a much...
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Ca$htag$: AMZN Cloud Growth Lags Behind MSFT, "Their Game to Lose"
The competitive landscape for Amazon (AMZN) is getting tougher in the AI field, says Andy Swan of LikeFolio. His firm data shows a strong uptick in Microsoft (MSFT) Azure while Amazon AWS and Alphabet (GOOGL) Google Cloud lag. However, as Andy explains, "a flat line for consumer demand does not...
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SPCX "Critical" for Compute? SpaceX's Role in Getting AI into Final Frontier
Kyle Reidhead makes the case that SpaceX (SPCX) is more about AI than it is about rockets and space travel. He adds that the company's 10-gigawatt goal is reasonable. Laura Rippy dives more into Kyle's points by explaining the "critical" intersection she sees SpaceX serving in AI's role in the...
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Swarmer (SWMR) President on Ratel Robotics Acquisition, Saving Lives in Combat
Alex Fink, U.S. CEO and president of Swarmer (SWMR), discusses the company's new $224 million acquisition of Ratel Robotics. He says it will help the autonomous drone developer in ground vehicle operations. Alex adds that this tech will save lives by removing humans from combat as the war between...
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The Big 3: CRCL, BNY, AAPL
The Fed balancing several inflation woes and a full job market sets up an interesting dynamic for the Fed's interest rate decision Wednesday, says Jessica Inskip. She explains how the market trajectory plays into Tuesday's Big 3. Jessica names Circle (CRCL) as a beneficiary from tentative passage...
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Inflation, Rate Hikes, and Why AI Noise Doesn't Matter
Edison Byzyka suggests current yields are appropriate given recent economic growth and earnings, but warns a 5% yield could trigger an equity correction while presenting a significant buying opportunity in bonds, particularly 20-year Treasuries. He anticipates sustained inflation from elevated...
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Chipotle's (CMG) Comeback Hinges on International Expansion
Phil Kafarakis delves into Chipotle's (CMG) operational efficiencies and menu innovations to counter macroeconomic headwinds and food safety concerns, with international expansion as the real story. Tom White offers a tactical options strategy using a stock replacement method with deep…
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Crude & Yields' Greater Stock Market Impacts, Global Economies Eye Rate Hikes
Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says Charles Schwab's Joe Mazzola. Both metrics don't just change market dynamics, but also serves as headwinds for future earnings should these overhangs persist. Joe points to AI's violent...
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Why James Demmert Backs 8,100 SPX Target Despite AI, Crude & Fed Volatility
James Demmert says economies across the world are seeing interest rate hikes, not just the U.S. He believes the Fed remains firm on pulling inflation down to 2%, something he doesn't expect incoming inflation data to change. Despite inflation challenges, James makes the case for a fourth-quarter...
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KG: Rate Hike Bullish for Gold & Bitcoin Slides into Clarity Act Vote
"The gold trade could actually be a favorable one," says Kevin Green, who believes bulls can regain if the Fed hikes interest rates in Wednesday's meeting. While unusual, KG also can't take a "game time decision" off the table for the Fed due to Wednesday's retail sales print hitting the wire...
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Inflation, the Yen, and What OpenAI's Delay Really Means
Jordan Rizzuto, CIO of GammaRoad Capital Partners, weighs in on the Fed's impending rate hike and persistent inflation, then shifts to Japan's monetary policy and the potential unwind of the yen carry trade. He highlights the appeal of hard assets like metals and mining for real returns, and…
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Tuesday's First Moves: LLY & ETSY Upgrades, PLAY Plunges After Earnings
More and more, Eli Lilly (LLY) is being seen as the winner in the GLP-1 race over Novo (NVO), with Berenberg backing that thesis in its upgrade on the stock. Diane King Hall explains what the analyst sees in the forward momentum to join the bull camp. She then turns to Oppenheimer's upgrade on…
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Three Under-the-Radar Picks for the Year Ahead
Essex Investment Management Co-CEO Nancy Prial projects an S&P 500 (SPX) valuation of $8,000 in the coming year, pointing to healthcare and defense spending as key catalysts for growth. She also highlights Willdan Group (WLDN), Hinge Health (HNGE), and CECO Environmental (CECO) as attractive...
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Bracing for Likely Fed Interest Rate Hike, NVDA CEO Pushes Back AI Slowdown
Wall Street is bracing for a more than 90% chance the Fed will raise interest rates Wednesday. Kevin Hincks discusses how he sees the market moving should the FOMC raise rates for September and gauges whether it will start a rate hiking cycle. As for the AI trade, Nvidia (NVDA) CEO Jensen Huang...
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Options Corner: LLY Upgrade Injects Bullish Stock Momentum
Berenberg upgraded Eli Lilly (LLY) to buy from hold and boosted its price target to $1,400 from $1,220 as the healthcare giant extends its lead over Novo (NVO). Rick Ducat stacks the stock against its peers and shows how bulls can regain momentum in the stock following a slowdown in recent...
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Jacobsen: Tentative Rate Hike About 'Symbolism' Over 'Substance'
As the Fed begins its interest rate meeting, Brian Jacobsen believes we will get a rate hike even though he thinks the FOMC should hold. He adds that a hike will be more about "symbolism" instead of "substance" to show U.S. investors the Fed remains independent. Brian explains why he sees a hike...
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Chart of the Day: ULTA
Ulta Beauty (ULTA) has some blemishes it needs to cover up in its stock chart, according to Ben Watson of Charles Schwab. He points to ugly points in the stock's trading action and highlights areas to watch now that earnings have passed. ======== Schwab Network ======== Empowering every investor...
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'Always Know What You're Investing In:' Chris Sain, Jr.'s Advice to Young Investors
Chris Sain, Jr. poses important questions to younger investors struggling to find their next steps in investing. He walks through his risk management experience and gauges ways investors can use riskier assets like AI stocks to accumulate while balancing those investments with defensive plays....
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Pockets of Strength in "Rotational Market" as Crude Oil, Yield Swings
The market is still in the middle of a churn, says Kevin Green, who calls out the lasting volatility as crude oil prices swing and 10-year-Treaury yields linger around 5%. He discusses how the "rotational market" impacts investors and hidden strengths he sees in the dicey trading environment,...
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Stock Market Today: AI Slowdown, Cybersecurity Rally, BAC Sells
Comments from Anthropic and OpenAI executives sent stocks across the AI space tumbling on Monday's trading session. Cybersecurity was the antithesis of the trade as companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), Okta Inc. (OKTA) and others rallied. Bank of America (BAC) shares sunk...
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ORCL Undervalued? Jacob Shonenshine Makes Bull Case in Stock's Bear Market
Oracle (ORCL) is a buy at current levels, says Jacob Shonenshine of Barron's. He believes the company is poised to become a higher quality, high growth stock as it builds out its AI infrastructure. Jacob points to the stock's forward P/E ratio of 16-times as another signal of quality. As to why...
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Monday's Final Takeaways: China ADRs Outperform U.S., Russia & Ukraine Energy Pausing Strikes
For her Final Takeaways, Sam Vadas discusses the outperformance in ADRs focused on Chinese tech as U.S. AI stocks lose momentum over safety concerns. Marley Kayden sticks with international headlines and discusses a new agreement between Russia and Ukraine to pause energy strikes. ======== Schwab...
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Beyond Mega-Cap Tech, Small Caps Flex Their Fundamentals
Matt Barry explains how small-cap stocks demonstrated surprising strength in 2026 driven by robust fundamentals, offering diversification beyond mega-cap tech. He highlights opportunities in industrials, the advantage for active managers in this under-analyzed segment, and advises investors to...
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McMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGL
Chris McMahon says the selling action in tech during Monday's session was "reasonable" following a strong run higher in a lot of names across the space. That said, he sees rallies ahead for Mag 7 names. In Apple (AAPL), Chris believes the company's suite of new tech products led by iPhone Duo…
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Charts to Watch: CRWD, RAIL, INSW
Ben Watson breaks down the technicals for CrowdStrike (CRWD), noting that AI fears have fueled a cybersecurity rally and momentum indicators suggest further upside. He also offers insights into FreightCar America (RAIL), which has been hit hard by trade war fears, and explains why International...
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When Value ETFs Look a Lot Like Tech
Neena Mishra unpacks the surprising outperformance of value ETFs over growth ETFs, revealing how many now hold significant allocations to tech giants like Amazon (AMZN), Apple (AAPL), and Microsoft (MSFT). She dissects the methodologies behind value indices like the iShares Russell 1000 Value ETF...
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Crude Oil Supply Woes Will Take "Quite a Bit of Time" to Fix
Crude oil supply remains constrained, and Ellen Wald says any subsequent hits to Middle Eastern oil infrastructure, like what was seen over the weekend, adds to headwinds. She adds that Russian sanctions and Ukrainian strikes on Russian oil refineries deepen the global supply impacts, nor will...
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The Social Media AI Arms Race
TJ Klein breaks down how Meta Platforms (META) navigates a complex regulatory landscape with its diversified advertising base and AI enhancements like the Spark AI model and Muse AI agent. He also weighs Snap's (SNAP) Snapchat Plus as a glimmer of hope, Reddit's (RDDT) data licensing growth, and...
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Gaming Margins and a K-Shaped Economy
Matt Maley provides a timely analysis of Dave & Buster's (PLAY) ahead of its earnings report, highlighting the company's consistent underperformance and significant stock decline. He suggests low expectations could spark a short-term bounce, notes the higher margins in gaming versus food, and...
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Ca$htag$: GOOGL Vast CapEx Justifies $500B Backlog in AI Acceleration
Alphabet (GOOGL) is "a winner forever" in the tech space, argues LikeFolio's Andy Swan, making the case that the Mag 7 giant's expanding CapEx into data centers is long-term bullish for the company. While Alphabet is spending around $200 billion in 2026 for AI infrastructure, he argues its $500...
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Market 'Flash Sale?' Suzane Porske on MSFT, NVDA & Strong Fundamentals Beating Flashy Trends
Suzanne Porske of Phoenix Financial Group views the current market downturn as a "flash sale" for quality investments, likening it to buying a discounted high-end handbag. She sees dips in Microsoft (MSFT) and Nvidia (NVDA) as buying opportunities, favors companies with proven earnings over...
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The Big 3: PLTR, ORCL, PANW
As some investors express concerns on AI safety following recent commentary from former and current executives at Anthropic and OpenAI, Joe Tigay weighs the risks and opportunities he sees in the tech trade. He likes Palantir (PLTR) due to its lasting leadership in software, Oracle (ORCL) after...
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SailPoint (SAIL) CEO on Cybersecurity Positioning, AI Agent Growth & Earnings
SailPoint (SAIL) CEO Mark McClain discusses how his company serves in a "foot on the gas, foot on the brake" dynamic in AI's evolution as renewed safety fears emerge. He outlines SailPoint's earnings beat and how the company's growth reaffirms its positioning as AI agents start to outnumber…
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Live Sports and Ads Fuel Netflix's Next Chapter
Kenneth Suh and John Conca break down Netflix's (NFLX) surging advertising business, with ad payments doubling year over year and 60% of new subscribers opting for the ad-supported tier. They highlight live sports like football games as a key growth driver and see Netflix well-positioned to...
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Matthew Tuttle on Balancing AI Stocks with Energy, Beneficiaries in Crude Oil Rally
You want to balance AI stocks with energy names, says Matthew Tuttle, who explains how both sectors complement each other in the current geopolitical climate. He weighs on the changes he sees shaping up in the energy industry, from ways added Venezuelan supply affects U.S. to the beneficiaries in...
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Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade
Cybersecurity names like Palo Alto Networks (PANW), CrowdStrike (CRWD), and Okta Inc. (OKTA) among others rallied Monday morning after former and current executives from Anthropic and OpenAI raised concerns on current AI safety. Marley Kayden takes investors through the commentary and the...
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GDP Buoys U.S. Economy Despite Fed's Likely Rate Hike, 10-Year Yield Taps 5%
Charles Schwab's Kevin Gordon notes that the last time crude oil touched $105, a sharp downturn began in the commodity's price action. He sees a different story for crude today. That said, he doesn't see a big hit coming to the U.S. economy unless tensions between the U.S. and Iran persist...
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The Oil Bull Market Everyone's Missing
Michael Shaoul sees crude oil in an early-stage bull market driven by supply disruptions and overlooked by most investors. He notes energy equities are quietly leading global markets, attributes the 10-year yield hitting 5% to strong nominal growth, and sees the Fed as a bystander. He also casts...
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KG: Dip Buyers Move Into AI Stocks, Crude Oil Spikes Near $105
Some investors are buying the dip in the latest tech selloff. Kevin Green discusses how commentary from Anthropic's Dario Amoedi and OpenAI CEO Sam Altman ignited fears of AI development and ways he sees the news moving stocks in the industry. It comes as the stock market braces for the Fed's...
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ABOUT THIS SHOW
Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.
HOSTED BY
Schwab Network
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE...
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