Schwab Network

Greg Friedman talks about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war. He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties.

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The U.S. enters a 12th straight day of bombing Iran as pressure mounts to reopen the Strait of Hormuz. Alex Coffey talks about the latest developments as crude oil climbs back to $90 a barrel. Alphabet (GOOGL) posted strong earnings backed by an 82% year-over-year increase in cloud revenue, though investors took issue with a CapEx raise. Alex explains why the number is taking all the focus in Alphabet and Tesla's (TSLA) earnings. He also highlights earnings from ServiceNow (NOW).

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CharlesSchwab's Adam Lynch highlights the slow but steady rebound shaping up in Bitcoin's price action since hitting 21-month lows at the start of July. It comes as lawmakers in Washington, D.C. make an apparent final push to push the Clarity Act. As Adam discusses, governments across the global are also creating their own regulatory frameworks around cryptocurrencies.

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The AI trade is going nowhere, according to Wednesday's round of after-hour earnings reports. Marley Kayden walks investors through her biggest takeaways from key metrics in Alphabet (GOOGL), Tesla (TSLA), and IBM Corp. (IBM).

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Marley Kayden discusses the latest developments surrounding the Stop Insider Trading Act vote and the ongoing debate around congressional stock trading rules. She also covers reports about OpenAI model bypassing sandbox restrictions during testing.

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Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations. The panel also discusses Texas Instruments (TXN), ServiceNow (NOW), and IBM Corp. (IBM).

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Tyler Ellegard discusses how rising oil prices and renewed Middle East tensions are shaping the inflation outlook and influencing global markets. He also shares his preferred investment themes, highlighting financial stocks and the AI infrastructure trade, including Equinix (EQIX), as opportunities despite heightened geopolitical uncertainty.

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Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition.

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Mike Cordonnier, CEO of Carlsmed (CARL), explains how the company's AI-enabled platform is helping reduce re-operations in spinal surgery through personalized treatment planning. He details how AI and 3D-printed custom devices improve surgical outcomes while lowering costs for hospitals, supported by favorable Medicare reimbursement trends.

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Neena Mishra, Director of ETF Research at Zacks Investment Research, discusses the rapid growth of the drone industry and the factors driving adoption across global markets. She talks about how drone-focused ETFs provide diversified exposure to defense, industrial, agricultural, security, and renewable energy applications. Neena highlights examples in the REX Drone ETF (DRNZ) and the Defiance Drone and Modern Warfare ETF (JEDI).

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