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Schwab Network episodes
- EARNINGS ALERT: AVGO, SNOW, HPE, FIVE, NTAP
It's a tech-heavy earnings evening led by Broadcom's (AVGO) blockbuster report. Marley Kayden, Sam Vadas, and Alex Coffey discuss the Big Tech firm's earnings and what it means for the outlook of the greater AI trade. Also under discussion: a post-earnings rally in Snowflake (SNOW), mixed reception to HPE's (HPE) report, and a selloff in NetApp (NTAP). Five Below (FIVE) also offered another look into the retail sector.
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20 min - Lasting Energy Chokeholds Present Buy Opportunities Across Energy Sector
Rob Thummel discusses the "huge" impact the U.S.-Iran war has had on the global energy trade as crude oil, diesel, and jet fuel supplies deplete. Companies like Valero Energy (VLO), Phillips 66 (PSX), and Marathon Petroleum (MPC) are seeing a surge in free cash flow. Rob says there's still room for energy stocks to run as he expects it will be "a little while" before a peace deal is reached. He explains where he sees buy opportunities for investors.
======== Schwab Network ========
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7 min - Cybersecurity Surges as AI Threats Drive Market Rotation
Nasdaq Global Indexes' Mark Marex points to a recent surge in cybersecurity stocks fueled by the increasing sophistication of AI-powered cyber threats. He also discusses ongoing AI-driven demand in the semiconductor industry, led by Nvidia's (NVDA) strong performance, and the potential inflationary pressures from AI capital expenditure build-outs.
======== Schwab Network ========
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12 min - Charts to Watch: SPX, UBER, KHC
Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) three-day decline and rebound, highlighting critical support levels and market breadth. He also flags Uber Technologies (UBER) as a potential bottoming pattern and Kraft Heinz (KHC) breaking a two-year downtrend with an improving chart and a 6% dividend yield.
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7 min - Beyond Market Cap: ETF Strategies That Outperform
Todd Rosenbluth points to the Invesco S&P 500 Equal Weight ETF (RSP) and Invesco RAFI US 1000 ETF (PRF) as strategies that leverage fundamental analysis and valuation to beat market-cap-weighted indices. He also flags short-term Treasury ETFs like the iShares 0-5 Year TIPS Bond ETF (STIP) as investors seek stability amid bond market volatility.
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7 min - Cooling, Not Collapsing: Lundh and Martin Read the Economy
The Conference Board's Erik Lundh and Kingsview Wealth Management's Scott Martin describe the U.S. economy as cooling but not collapsing, with expanding factory orders offset by a softer jobs market. Both agree the Fed lacks enough data to call September's meeting, making next week's PPI and CPI reports critical for inflation insights.
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7 min - AVGO TPUs, Cloud Face Earnings Test in GOOGL, Anthropic Partnerships
Broadcom (AVGO) is expected to grow 80% year-over-year, says CFRA's Angelo Zino, though he tells investors to watch for entrenchment in the company's TPU business. Growth in that part of Broadcom's business is something he believes will extend its growth runway. Angelo adds that it's important existing customers like Alphabet (GOOGL) and Anthropic spend more with the Big Tech firm down the road.
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10 min - VMware & Custom AI Chips: How One Supports the Other in AVGO
Broadcom (AVGO) earnings need to demonstrate sustained AI growth backed by a strong outlook, says Stephanie Walter of HyperFRAME Research. As the Big Tech firm expands its private cloud capabilities, she sees the test in VMware and its productivity and performance. Continued custom AI chip revenue is another factor Stephanie labels as important to bolster the company's software suite.
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8 min - Ca$htag$: Outpacing DLTR, FIVE's Value Play Gains Traction
LikeFolio's Megan Brantley highlights Five Below (FIVE) leveraging viral trends and a better in-store experience to drive foot traffic and outperform competitors like Dollar Tree (DLTR). Its push into higher-priced items and social media trend amplification sets it up for continued growth despite high expectations.
======== Schwab Network ========
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9 min - NVDA Earnings Raised Bar for AVGO, Stock Valuation Brings it Back Down
Broadcom (AVGO) faces one obvious headwind in having Nvidia (NVDA) as a main competitor, says Vance Howard, though he's "cautiously optimistic" in its growth story. He says the bullishness depends on the call with leadership and expectations for custom AI chip revenue outlook. Mike Binger adds that there's opportunity for Broadcom due to the stock's valuation compression while still bolstering impressive earnings growth.
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5 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.