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Schwab Network episodes
- AI Chips Decline 15% While Software Limits Losses: Joe Mazzola on Volatile Tech Moves
The pullback in the semiconductor space is approaching a 15% decline over the span of just a few trading sessions, says Joe Mazzola of Charles Schwab. He weighs the biggest question behind the selloff: will earnings from AI-centric companies justify the expensive buildout? Pockets of strength, particularly in software in companies like Microsoft (MSFT), gives Joe confidence investors aren't fully turning bearish on the trade.
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7 min - Hooper: No Fed Hike in October, But Expect One in December
Kristina Hooper says inflation is outpacing wage growth, putting more pressure on consumers and complicating the Fed’s fight against rising prices as the economy shows signs of weakening. She expects the Fed to skip an October rate hike but raise rates in December, while warning that a slowdown in AI CapEx could weigh on economic growth. With uncertainty elevated, Hooper recommends diversification across equities and fixed income and says investors should closely watch corporate forward guidance and credit markets.
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7 min - KG on AI Concerns in TSM Earnings, CRWV Financing; PPI & Retail Sales Adding Fed Pressure
TSMC (TSM) posted a 69% increase in year-over-year net profit as strong AI demand continues to back strong earnings quarter after quarter. However, as Kevin Green points out, CapEx spending remains a key concern for the company and the broader AI trade. He discusses how the earnings, paired with AI debt financing concerns in companies like CoreWeave (CRWV), add to doubts in the AI trade's outlook. KG adds that inflation woes remain a key overhang as well, pointing to a hot September PPI backing the trend CPI showed a day prior.
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7 min - MSFT, GOOGL Over NVDA: Doug Butler's Contrarian AI Strategy
Doug Butler explains why Rockland Trust remains overweight on Microsoft (MSFT) and Alphabet (GOOGL) while keeping limited semiconductor exposure, including Texas Instruments (TXN) and Nvidia (NVDA), as higher rates threaten AI and data-center financing. He says hotter inflation could increase the chances of two Fed rate hikes this year, but notes that four-year bull markets have historically tended to keep running. Butler also sees a valuation opportunity in mid-caps, which he prefers over both large- and small-cap stocks.
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8 min - Thursday's First Moves: MSFT PT Hikes, WMT Upgrade, PNC Beats Earnings
There's more value ahead for Walmart (WMT) shares, according to Deutsche Bank. Diane King Hall explains why the firm upgraded the stock, which rallied after getting that bullish note. Microsoft (MSFT) received numerous price target hikes as analysts see a strong profit path ahead for Azure cloud and Office 365. Diane turns to the financial space by discussing PNC Financial (PNC) earnings.
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6 min - 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.
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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 ========
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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 ========
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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 ========
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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.
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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.