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Schwab Network episodes
- Garrett Melson on Why AI CapEx Won't Slow, Headwinds in Economy
The AI growth story remain intact but the other sectors of the economy need to catch up, says Garrett Melson. He points to corners of Wall Street he says have not seen as much growth as he expects. On the health of the consumer, he sees new headwinds from inflation and the job market creating new downside risks. Garrett brings the discussion full circle to AI and explains why he doesn't see CapEx slowing down and why it doesn't need to.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - Chart of the Day: CRWD
CrowdStrike (CRWD) have consistently pushed higher throughout the last three months, with Charles Schwab's Kevin Horner highlighting key areas where resistance became new support. "Bulls are very enthused" with what they see though moment appears to wane, says Kevin. He turns to the one-year chart to show how bulls are struggling to maintain current levels.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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5 min - NVDA & AAPL Move Tech While WMT, TGT & Other Earnings Will Show Consumer Strength
This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an Ohio data center financing deal.
======== Schwab Network ========
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8 min - CBRS Volatile IPO: Addressing NVDA Competition, Supply Constraints & Partnerships
This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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12 min - Stock Market This Week: SNDK Leads SPX, SMCI Soars, TPR Sells
It was a dominant week for tech as SanDisk (SNDK) closed as the S&P 500's (SPX) best performer, with Super Micro (SMCI) not far behind after its earnings. Tapestry (TPR), however, became one of the week's worst stocks. Marley Kayden helps investors close out a headline-packed trading week.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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3 min - Friday's Final Takeaways: Retail Sales & Consumer Sentiment Slide, Tech Dominates
Friday's new round of economic data disappointed on the macro front, though tech earnings throughout the week from companies like CoreWeave (CRWV), Nebius (NBIS), Super Micro (SMCI), and Lumentum (LITE) added equity muscle. Marley Kayden and Sam Vadas take investors through Friday's top takeaways.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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4 min - Navigating Market Volatility With AI, Entertainment and Value Plays
Thomas Martin discusses the staying power of the AI trade and highlights Palantir (PLTR) as a company moving from AI experimentation to real-world adoption. He also examines the growth potential of Sphere Entertainment (SPHR) and the steady execution story at U.S. Foods (USFD), while emphasizing the importance of diversification in today’s market environment.
======== 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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9 min - AI Spending Remains Concentrated as Lower-Cost Models Gain Popularity
Ara Kharazian examines how U.S. businesses are adopting AI, noting that while AI usage is widespread, spending remains concentrated among a relatively small group of companies. He also discusses the growing appeal of open-source and Chinese AI models, and highlights how leading firms are focusing on productivity-enhancing applications that generate measurable returns on investment.
======== 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 - Direxion Discusses SPCX, TSLA & Rise of Single Stock Leveraged ETFs
As international markets curb back on single-stock leveraged ETFs, Direxion's Global ETF Strategist Bilal Little talks about how his firm is boosting exposure for stocks like SpaceX (SPCX). He talks about the firm's new Daily SpaceX Bear 2x ETF (LOFD) and ways investors can use it while cautioning of risks that come with the product. Bilal also highlights similar ETFs tied to Tesla (TSLA).
======== 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 - Hitha Herzog on Retail Sales, Prime Day Distortions & Smarter Consumer Spending
Hitha Herzog explains why July's retail sales miss does not signal a major slowdown in consumer spending. She points to the timing of Amazon's (AMZN) Prime Day and spending data from Block's (XYZ) Cash App and Afterpay, showing consumers remain active but are prioritizing essentials such as groceries, utilities and dining. She also discusses what retailers should consider as they prepare inventory strategies for the holiday shopping season.
======== 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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10 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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