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Schwab Network episodes
- AI's Next Phase Could Drive a New Wave of Earnings Growth
Mike Dickson discusses why rising interest rates are not necessarily a threat to stocks as long as economic growth remains strong. He explains how AI is shifting from an investment cycle to a productivity cycle that could boost corporate earnings. Dickson also highlights the S&P 600 as a potential beneficiary of AI-driven margin expansion.
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9 min - Siobhan Hanley Explains Ireland's Global Competitive Advantage
Siobhan Hanley explains why Ireland remains a top destination for foreign investment. She highlights the country's strengths in life sciences, biopharma, medtech and technology, along with its skilled workforce and EU access. Hanley also discusses why many U.S. companies view Ireland as a stable and attractive place to grow.
======== Schwab Network ========
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8 min - Why China's Healthcare Sector Could Outshine Its Economy
Sam Radwan examines China's economic challenges, including a housing downturn, weak consumer confidence, and the country's largest credit contraction in two decades. He explains why policymakers face limited options as growth slows and yield differentials widen. Radwan also highlights China's rapidly expanding biopharma industry, which is emerging as one of the country's most promising growth stories.
======== Schwab Network ========
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10 min - Zed Francis on AI Chip "Volatility Smash" & Using "Boom Bust" to Your Advantage
Volatility has hit a new "floor," says Zed Francis, and he gives credit to AI chip stocks. He explains how the sector, combined with leveraged ETFs and a surge in positioning, caused the sudden uptick in volatility and its subsequent freefall. He talks more about the role institutions played in the "boom bust" of hedging activity and how traders can take advantage of the market activity.
======== Schwab Network ========
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8 min - CoinDesk President on Clarity Act & Stablecoin Market "Just Beginning"
"It's a tough time for crypto right now," says CoinDesk president Dave LaValle, who talks about why Bitcoin is currently experiencing a bear market. He says sentiment will change as institutions continue piling into cryptocurrencies and tokenized assets expand. "We're only at the beginning of the stablecoin market," says Dave, though the Clarity Act likely being delayed may limit the speed of bulls picking up traction.
======== Schwab Network ========
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6 min - From Bitcoin to Hedged Equity: Calamos Expands the ETF Toolbox
Calamos Investments' Matt Kaufman discusses the Calamos Active Hedged Equity ETF (CHDG) and its active approach to managing market volatility. He explains why advisors are increasingly looking beyond the traditional 60/40 portfolio. Kaufman also highlights the Calamos Autocallable Growth ETF (CAGE) and the firm's Bitcoin ETF offerings.
======== Schwab Network ========
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7 min - Home Depot’s (HD) Playbook for a Slowing Housing Market
Amanda O'Neill and John Blank break down Home Depot's (HD) earnings, highlighting stronger-than-expected comparable sales driven largely by pricing rather than an increase in big-ticket purchases. They discuss what the results say about today's more selective consumer, the challenges posed by a weak housing market, and the potential read-through for Lowe's (LOW). The pair also examine how Home Depot's digital strategy and cross-selling efforts could support future growth despite macroeconomic headwinds.
======== Schwab Network ========
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9 min - Pence: NVDA "Pivotal Chokepoint" of AI & Likes MSFT, AMZN, GOOGL in Mag 7
Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologies (KEYS), Teradyne (TER), and Lumentum (LITE) as strong developing tech firms.
======== Schwab Network ========
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8 min - Jeffrey Klingelhofer on Consumer Resilience, Growth and Inflation Risks
Jeffrey Klingelhofer examines the latest economic data, arguing that the U.S. consumer remains resilient despite signs of slowing activity. He discusses how spending habits are diverging across income groups, with lower-income consumers becoming more selective. Klingelhofer also explains why strong nominal GDP growth could keep inflation pressures elevated and leave the Fed with more work to do.
======== Schwab Network ========
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7 min - Raich: TGT Earnings Will Put Consumer Strength to the Test
Earnings Scout CEO Nick Raich previews Target’s (TGT) upcoming earnings report and discusses what it could reveal about consumer spending trends. He highlights strong earnings growth across the S&P 500 (SPX), led by technology and consumer discretionary stocks, while warning that slowing estimate revisions could create challenges for the market. Raich also examines the impact of the AI boom and explains why companies like Micron (MU) remain important indicators for investors.
======== Schwab Network ========
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8 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.