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Schwab Network episodes
- Dave Mazza on New Roundhill ETF Focusing on MLCCs, AI's 'Unsung Heroes'
Roundhill Investments' Dave Mazza returns to the Watch List to discuss the firm's new MLCC & Electronic Components ETF (CCML) as a way to boost investor exposure to AI's "unsung heroes." The ETF includes many global companies like Murata, Samsung, and Yageo among others. As Dave explains, his firm sees MLCCs are the next bottleneck in the AI race not enough investors are talking about.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - Service Inflation, a Spending Divide, and a Fed Ready to Act
Stephen Kates and Brian Mandelbaum unpack the August CPI report, noting that service inflation continues to rise despite tame top-line numbers. They highlight the stark spending divide between affluent and lower-income households, the impact of rising fuel prices on transportation and retail names like Amazon (AMZN) and Walmart (WMT), and Kates's view that a unanimous Fed vote on rate hikes would signal stronger resolve.
======== Schwab Network ========
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8 min - QCOM Ups AI Data Center Bet with AMZN Partnership
Qualcomm (QCOM) is expanding beyond smartphones as it pushes deeper into automotive and AI data center infrastructure. George Tsilis breaks down the legacy tech firm's latest earnings, decline in handset revenue, accelerating automotive growth, and its new "multi-generational" collaboration with Amazon (AMZN). George also examines risks facing the stock, including Apple’s (AAPL) move away from its modems, execution risk in data centers, and an elevated valuation.
======== Schwab Network ========
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10 min - AWS Cloud "Heartbeat" of AI Trade: Steven Orr's AMZN Bull Case
Amazon (AMZN) AWS is the "heartbeat" of the AI trade, says Steven Orr. He points to the cloud's revenue growth as an indicator Amazon is at the forefront of combining AI with its ecommerce ecosystem. "I think Amazon is the future," argues Steven, making the case that any dips on the Mag 7 stock are a buying opportunity for investors. He expects the stock to reach $360 or higher within the next 12 months.
======== Schwab Network ========
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8 min - From Snacks to Apparel: How GLP-1 Users Are Reshaping Spending
Eddie Yoon explains how GLP-1 users are redirecting their spending from snacks to apparel, part of a broader structural shift in consumer behavior. He points to skilled laborers in the data center sector and resilient Apple (AAPL) customers as other "super consumers" driving economic activity amid a downturn in broader sentiment.
======== Schwab Network ========
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9 min - Apple's (AAPL) Foldable iPhone Marks a New Era
Apple (AAPL) unveiled its new product lineup, including the iPhone Duo, its foray into the foldable phone market. Karan Ramchandani discusses the strategic importance of Apple's vertical integration and its measured approach to AI adoption as the company navigates a generational leadership transition.
======== Schwab Network ========
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6 min - $105 a Critical Crude Oil Level, U.S.-Iran War Shows "Demand Destruction" Risk
Carley Garner believes the $10 rally in crude oil seen over the span of three days was too much, too fast, though that doesn't mean upside pressure will continue. She sees $105 as a strong resistance level for crude but shares concerns of price squeezing risk should a breakout occur. "Demand destruction" is a narrative Carley sees shaping up should elevated oil prices persist in weeks or even months to come.
======== Schwab Network ========
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9 min - Ca$htag$: Can Value Pricing Bring Customers Back to McDonald's?
LikeFolio's Landon Swan suggests that if McDonald's (MCD) can successfully reintroduce value pricing and leverage high-margin beverage sales, the stock could rebound as customers return. The call comes after a strategic misstep—significant price hikes and a botched value menu rollout—that alienated the customer base and drove a substantial drop in stock performance and demand.
======== Schwab Network ========
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11 min - The Big 3: MU, ORCL, AAPL
Tim Bohen of StocksToTrade says "I'm all in on the AI trade," as he sees no cracks leading to substantial concerns in momentum. He likes Micron's (MU) consolidation building support for the next breakout, Oracle (ORCL) setting the stage for returning profits on its CapEx, and Apple (AAPL) expanding its tech reach through its new iPhone Duo and 18 models. Rick Ducat highlights key support and resistance levels in all three of Tim's picks.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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15 min - ORCL Proving AI Growth Exists, Question Lies in Profitability & Efficiency
Oracle (ORCL) is making a shift in proving AI exists to proving it can monetize off it, says Stephanie Walter. She points to the company's earnings as an indicator Oracle is moving in the right direction. Stephanie's biggest question for the software giant's growth lies in how efficiently it can capitalize on its expanding infrastructure while piling on debt.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min
About Schwab Network
From the publisher's feed
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.
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