Skip to content
Schwab Network cover art

All Episodes

Schwab Network — 1,000 episodes · page 3 of 10

#
Title
201

Key Takeaways from Big Bank Earnings & AI's Impact on Financial Sector

202

Energy Costs Dominate September CPI, Weighs on Fed's Interest Rate Cycle

203

Talley Leger on Stocks' Room to Run, 'Relaxed' Crude & Small Caps 'Leap of Faith'

204

Chart of the Day: DELL

205

IEA Expects Diesel Constraints into 2027, ASML Bolsters AI Trade & BAC Earnings

206

Stock Market Today: Mixed Big Bank Earnings, AI Memory Pressure, AAPL Record High

207

Tuesday's Top Takeaways: AVGO CEO Compares AI Investors to Gamblers, Mixed Healthcare Earnings

208

RadiantGraph CEO: Health Care Is Just Scratching the Surface of AI

209

Simpro Group CEO on CRM, ADBE & the Battle to Monetize AI

210

Stock Market in "Collapsing" AI Trade? Gareth Soloway on Memory Rotation, "Topping" Yields

211

Tokenizing Equities: SECZ COO on Adding Stocks to Blockchain, ARK Partnership

212

Why Strong Earnings Could Spark a Financials Comeback

213

JNJ Earnings: Pharma Strength, MedTech Trouble & a Potential Spinoff

214

TSM Faces Sky-High Earnings Bar, Supply Struggles to Match Demand Pace

215

Bank Earnings: AI Opportunity, Rate Risks & Resilient Credit

216

Ca$htag$: AAPL All-Time High Ahead of iPhone Duo, Price Remains Key Headwind

217

GS Beats, JPM Misses: Winners and Laggards in Bank Earnings

218

AMZN October Prime Day Hits $9.86B, Deal-Hungry Consumers Keep Spending

219

The Big 3: JPM, GOOGL, AMD

220

From Bank Earnings to AI Power: Where the Market Goes Next

221

JPM Earnings: What Report Says About Consumers, Anthropic & Corporate Lending

222

UNH Earnings Beat & Raise Not Enough to Maintain Rally

223

Liz Ann Sonders on "Casino-Like" Market, SPX Growth Concentration, CPI & PPI Preview

224

CXMT Challenges MU, SNDK, Other AI Memory Stocks; Bank Stocks Retreat After Earnings

225

MU, SNDK, PANW: Buying the Tech Selloff as Volatility Builds

226

AMZN, SYK, CMS: Where Mark Zagata Sees Opportunity for Value Investors

227

Tuesday's First Moves: WFC Mixed Earnings, JNJ Beat & Raise, DPZ Slides

228

Big Banks Weather Interest Rates, AI Spending Tests Tech Trade

229

South Korean Tech Weakness Hits U.S., Cooling Crude & Yields Add Macro Muscle

230

Why OpenAI, Anthropic, Other Big Tech IPOs Stay Private for Longer

231

Robust Corporate Earnings Face Pressured Consumer, Tight Job Market

232

'Watch Chips Today' as AI Stocks Slide, JPM Double Miss Begins Earnings Season

233

Chart of the Day: META

234

Stock Market Today: META Muse Wonder, MU Sells, EBAY Rallies

235

Monday's Final Takeaways: INTC & AVGO CEOs Voice AI Capital Concerns

236

Lightbridge (LTBR) CEO on CEG & GOOGL Nuclear Energy Deal, Global Expansion

237

CMG Takeover Talk: Distraction for SBUX, or Real Global Growth Driver?

238

NVDA, AVGO & MU Show AI Strength as Earnings Take Center Stage

239

ASML 'Overpriced?' John Blank on Earnings, Sentiment & Customer Headwinds

240

Big Banks to Begin Earnings Season: How Fed & Economy Impact JPM, GS, WFC & Others

241

Charts to Watch: SPX, DIS, V

242

Looking Beyond U.S. Large Caps With OCTI’s Uncapped International Strategy

243

Why Big Bank Earnings Can See Upside Surprise as JPM, WFC, GS Face Rising Yields

244

Ca$htag$: DPZ Faces GLP-1, Delivery and Margin Headwinds

245

Fed "Fighting Wrong Fight?" How Global Picture Complicates Interest Rate Outlook

246

AI Is Driving Rates Higher: Fed Policy, Layoff Risks, Productivity & TIPS

247

The Big 3: PLTR, MRNA, DELL

248

Jim Iuorio on "Excellent" 10-Year Treasury Demand, SPCX Bull Case in Spectrum

249

UNH Earnings: Medical Costs, Margin Improvement, AI & Options Trade

250

Analysts Divided on AI Software: MSFT, PLTR, PANW Downgraded; CRM Upgraded

251

CPI Needs Strong Upside Surprise to Shake Fed, Factors Behind 10-Year Yield Rally

252

AI, Semis & $100 Oil: Fed, Election and Earnings Risks Ahead

253

KG on SPX Consolidation, Energy's Volatile Rally & CPI Impacts to Fed

254

Nasdaq Uptrend, Market Breadth Concerns & Breakouts in CIBR, ABBV, CAKE and URBN

255

Strong Earnings Keep Small Caps, Tech & Defense in Play

256

Hincks: Brace for 'Mixed' Big Banks Earnings, CPI & PPI Will Prove Crucial for Fed

257

Demmert: TSM & ASML Earnings Important to "Sleepy" AI Trade, CPI to Give Fed Relief

258

Options Corner: JPM Back to 3Q Earnings Levels into 4Q Report

259

Crude Oil Climbs; MSFT, PLTR, PANW Downgrades & CRM Upgrade Show AI Divide

260

Why Jason Bodner Sees NVDA & ADI as Stock to Own in Accelerating Robotics Trade

261

Chart of the Day: JNJ

262

Numerator CEO on Ecommerce, Holiday Shopping Trends & Customers Using AI Tools

263

NFLX Near 52-Week Low Following SKYD Merger, Earnings & Live Offer Opportunity

264

Stock Market This Week: CEG Surges on GOOGL Deal, SPCX Spectrum, Chips Sell

265

Friday's Final Takeaways: Firmus Delays IPO, Affordability Hits Households

266

From Oil to AI: Markets Navigate a New Wave of Uncertainty

267

BaRupOn CEO on the Power Crunch Threatening AI’s Buildout

268

Kevin Davitt on Younger Generations' NDX Influence, Volatility & Options Trends

269

Charts to Watch: SPX, SPCX, SATS

270

How Investors Can Get Ahead of the Next AI IPOs

271

NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives' Top 5 Stock Picks into 2027

272

Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

273

TripleLift COO on the AI Disruption Hitting Retail and Advertising

274

Hybrid Demand Soars as EV Buyers Focus on Price and Range

275

Ca$htag$: Starlink Google Searches Back SPCX Demand as Company Disrupts Legacy Giants

276

DAL’s Earnings Miss Masks a Bigger Shift in the Airline Industry

277

The Big 3: WOLF, TEAM, HPE

278

From Streaming Bills to Cell Service: How AI Could Transform Consumer Spending

279

Andrew Arons Sees MU Growth Opportunity, IBM Value Play in "Early" AI Days

280

DAL Hits Turbulence as Higher Fuel Prices Pressure the Airline Industry

281

SPCX Low-Band Spectrum License Expands Mobile Opportunities; VZ, T & TMUS Plunge

282

AI Rotation's Market Breadth Impact, Why Trump Administration Wants Tech to Succeed

283

Why the Bond Market May Be Underpricing the Next Inflation Shock

284

KG on Consumer Sentiment Plunge, Key SPX Levels & Crude Oil's $90 Support

285

Bob Lang on De-Risking at Record Highs; Bulls Flood NVDA, AVGO, MRVL Options

286

Friday's First Moves: CRWD & ZS Pirce Target Hikes, HUM Upgrade

287

Market Highs Mask Growing Risks Beneath the Surface

288

Banks' Big Earnings Test, OpenAI Revenue Uncertainty & Crude Cools

289

Options Corner: TSM Rally Lasts on Strong AI Chip Demand

290

60-40 Portfolios Are Not Back: Ted Parkhill Expects 'More Pronounced' 2022 Market

291

AI Stocks Rebound After OpenAI Revenue Selloff, SPCX Gets Spectrum License

292

Chart of the Day: MSTR

293

Stock Market Today: AI Stocks Slide, CMG Rallies, PLTR Upgrade Surge

294

Thursday's Final Takeaways: Samsung & TSM Earnings Insights, Equity & Bond Gap Narrows

295

Why Falling Rates Could Power the Next Market Rally

296

Dan Niles Tilts Bearish: How OpenAI Revenue Revision & Treasury Yields Tell Same Story

297

Ryan Detrick's Bull Case for Stocks Heading Into Earnings Season

298

Bearish Trends Pinning Bitcoin & Ethereum as CFTC, SEC Seek Federal Clarity

299

MSFT Challenges AAPL with NVDA Powered Laptop: Will it Win Over Customers?

300

Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit