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Schwab Network episodes
- Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check
Christopher Davis breaks down hotter CPI and PPI data, arguing that energy prices are driving much of the inflation pressure and could give the Fed reason to wait before raising rates in October. He sees risks in the crowded AI trade but says investors can find opportunities among AI users and beneficiaries, highlighting ASML (ASML), Apple (AAPL), Alphabet (GOOGL), Meta Platforms (META), Merck (MRK), Amgen (AMGN), Johnson & Johnson (JNJ), Amentum (AMTM) and Deere (DE). Davis also points to opportunities in health care and industrial automation while discussing the sharp moves in Treasury yields and what they signal about inflation and risk.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - AI Debt Financing Shockwaves Hit Stock Market, Hot PPI Confirms Inflation Uptick
Yields spiking to nearly 15% on CoreWeave (CRWV) bonds is the biggest headline Kevin Hincks attributes to the AI-led selloff on Wall Street. He says the story is so significant because AI has become an instrumental part of the U.S. economy, and any sudden slowdown will impact all corners of it. However, Kevin urges investors to all pay attention to the sharp decline in Treasury yields as the 10-year lingers just above 5%. He then discusses the hot PPI on the heels of Wednesday's CPI and what it indicates for the inflation picture.
======== 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 - AI Infrastructure Will Accelerate: Zac Smith's on Tech Evolution, Networking Bottlenecks
Datum CEO Zac Smith says the U.S. AI infrastructure story remains robust even as many stocks surrounding the industry plunge. He explains how the evolving tech moving from chatbots to enterprise use cases emphasizes the importance of the buildout. As Zac explains, the AI buildout faces a new bottleneck he believes many others aren't discussing networking.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - MarketGrader CEO on Barron's 400 Gauge for Company Health, META Bull Case
Carlos Diez of MarketGrader talks about how his company rates stocks and ETFs during times of volatility. He then highlights the Barron's 400 ETF (BFOR) and explains how it serves as a strong investment opportunity, and a good gauge for company health. Carlos then explains why Meta Platforms (META) is a company MarketGrader sees as promising following its Muse AI announcement.
======== 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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8 min - CRWV Selloff Sparked by AI Financing Questions, TSM Beats Earnings & Guidance
The AI debt financing narrative is becoming more important for markets than ever as fog around CoreWeave (CRWV), Oracle (ORCL), and other neoclouds' profitability paths form. Tom White explains how the headlines have far-reaching effects across Wall Street beyond the AI race and discusses how the rise of Treasury yields play a role. Meanwhile, TSMC (TSM) offered a bright spot for tech after beating on earnings and guidance.
======== 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 - Stock of the Day: WMT
Deutsche Bank upgraded Walmart (WMT) to buy from hold, offering a lift for shares following a recent downtrend. Ben Watson of Charles Schwab explains that weak resistance in the short-term opened the ceiling for a move higher, though the one-year chart shows stronger technical challenges ahead.
======== 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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4 min - Bitcoin, Ethereum ETF Divergence from Futures; Bracing for Next Catalyst
Jenny Kovacs returns to Crypto Corner and sits down with Adam Lynch of Charles Schwab to talk about the latest moves in Bitcoin and Ethereum. Though Bitcoin and Ethereum have pulled back from their recent rallies, Adam says that ETF inflows show a "much more constructive" picture compared to this time last year. Keep an eye for incoming headlines are well, as Adam addresses a key question: what is the next key catalyst for cryptocurrencies?
======== 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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6 min - Stock Market Today: CRWV & DELL Plunge, BAC Takes $1.2B Earnings Hit
CoreWeave (CRWV) shares sunk as investors start to question the neocloud company's debt. Dell Technologies (DELL) had its worst trading day in a year after getting a downgrade. Bank of America (BAC) plunged on disappointing earnings and a $1.2 billion fine from the U.S. Treasury. Sam Vadas takes investors through Wall Street's top stories of Wednesday.
======== 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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3 min - Wednesday's Top Takeaways: Housing Market Pressures Build, China Exports Surge
The U.S. housing market continues to be squeezed by growing pressures, seen in the latest MBA mortgage applications data. Overseas, China sees strength through a surge in exports. Sam Vadas takes investors through her top takeaways for Wednesday and what to watch for in Thursday's session, including earnings from TSMC (TSM).
======== 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
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
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3 min - MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff
Isaac Wakszol says hotter inflation and rising yields remain risks for markets, particularly for banks, leveraged companies and real estate. But he remains bullish on AI demand, arguing the selloff in names like Micron (MU) reflects growing competition rather than weakening demand, while ASML (ASML) and TSMC (TSM) point to continued strength across the chip industry. Looking toward 2027, Wakszol says strong earnings growth can help offset higher rates and urges investors to stay diversified, avoid market timing and let compounding work.
======== 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
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
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11 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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