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Schwab Network episodes
- Ca$htag$: Will SHOP Earnings Cash In on Ecommerce, Consumer Trends?
Megan Brantley at LikeFolio talks about positive expectations ahead of Shopify (SHOP) earnings. While the valuation for the cloud-based e-commerce platform, and cloud costs, are high, she points to “consumer traction and positive sentiment from business and consumer users."
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - AI Investors Becoming "Choosier" on Stock Picks as CapEx & ROI Concerns Mount
Rami Sarafa believes investors are getting "choosier" with investments tied to the AI trade as energy volatility and a projected interest rate hiking cycle hit bullish sentiment. He believes hyperscalers face some of the greatest risks due to their massive financing needs as the AI buildout scales. Rahul Pangam adds that a greater focus on how companies will generate ROI makes the "choosier" investor mindset more prominent. He says he's confident in the next phase of AI's growth, so long as companies build confidence in their profit roadmaps.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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7 min - AI’s Startup Boom is Spreading Far Beyond Silicon Valley
Pegasus Tech Ventures' Bill Reichert discusses how AI is driving a global wave of startups across industries including health care, agriculture and manufacturing. He explains why innovation is spreading beyond Silicon Valley, why startup failures are a natural part of venture capital and how Pegasus Tech Ventures looks for defensible advantages to identify potential winners amid elevated AI valuations.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - The Big 3: INTC, COST, OKTA
Intel (INTC) has a great set-up for options traders, according to Prosper Trading Academy's Scott Bauer, even as the stock slumps near 7-month lows following earnings. He tilts bearish short-term on Costco (COST) due to its recent rally and sees Okta Inc. (OKTA) as a strong name in cybersecurity. Scott offers example options trades for his Big 3 picks while Rick Ducat dives into his technical analysis for all three stocks.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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13 min - Ted Thatcher on Crude Oil's Risk to AI Growth, GOOGL & MSFT Bull Cases
"Markets love gridlock," says Ted Thatcher, making a bull case for equities no matter who takes the U.S. House and Senate. The biggest headwind he sees hitting the stock market is crude oil. Ted adds that energy volatility mounts pressure on a highly concentrated tech trade getting the biggest slice of the pie in earnings growth. As for Alphabet (GOOGL), Ted sees the Mag 7 giant as a value stock due to its lower valuation even as the company sees negative free cash flow. He makes a similar bull case for Microsoft (MSFT).
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - PLTR Earnings Need to Prove AI Growth Story as Valuation Swells
John Ingham will be watching Palantir (PLTR) and its backlog, along with how the company will deliver on it, as valuations mount in the AI software giant's stock. He argues the company needs to not only beat but by a massive margin to wow investors after Monday's close. However, John adds that Palantir is already demonstrating a strong use case for AI as some companies struggle to justify costs. Tom White turns to an example options trade for Palantir ahead of earnings.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
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8 min - MRVL Acquiring LITE for $115B: What Merger Means for AI Trade
Marvell (MRVL) will buy Lumentum (LITE) in a massive all-stock merger that will cost Marvell $115 billion. Marley Kayden takes investors through the key details of the deal and explains what it means for the semiconductor solutions company's future in the AI trade. Prosper Trading Academy's Charles Moon takes investors through his example options trade for Marvell.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
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7 min - Crude Oil Pressures Build Against AI Trade, Equity Expectations After Midterms
Kasey McCurdy of Charles Schwab discusses the reversal of crude oil as diplomatic talks between the U.S. and Iran reportedly resume. He argues the headline doesn't push back the inflation narrative that gripped the stock market over recent months. Kasey explains how crude's heightened volatility is tightening the correlation between rising interest rates and the AI trade. As for Tuesday's midterm elections, he expects a lift in equities once the polls close and races are decided.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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8 min - Crowded AI Trade Cracks as Tightening Liquidity Pressures Tech
Chris Watling says tightening liquidity, high expectations and crowded positioning helped drive the selloff in mega-cap tech and AI stocks, including Intel (INTC), Amazon (AMZN) and Alphabet (GOOGL). He says corporate America remains resilient, supported by strong cash flow, low debt, record margins and a CapEx boom, but warns that lofty expectations leave stocks vulnerable to disappointment.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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8 min - Ted Weisberg on META Value Opportunity in AI, Going Long on Energy & Airlines
Value is reclaiming popularity among investors as tech takes a beating, a reversal Ted Weisberg believes will continue. He sees value inside some tech companies as well, naming Meta Platforms (META) as the Mag 7 giant with the most sustainable business at current levels. Apple (AAPL) is a company Ted calls a "whole different beast." He explains why he's long on crude oil and airlines alike.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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9 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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