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Schwab Network episodes
- Strong Consumer, Steady Fed: What's Next for Markets?
Larry Werther examines the latest retail sales and inflation data and explains why he expects the Fed to hold steady in September. He discusses the resilience of the U.S. consumer, the impact of AI-driven business investment, and what current market valuations signal for the broader economy, including insights on Target (TGT) and Walmart (WMT).
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - George Schultze's Mega Cap Warning, Stock Picking & Energy Bull Case
George Schultze discusses a choppy market environment and explains why he favors individual stock selection over broad market exposure. He shares a bullish outlook on energy producers, argues the Mag 7 are overvalued, and highlights Bayer as an undervalued opportunity with significant upside potential.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - Monday's Morning Movers: WDAY Downgrade, OKTA Upgrade, BABA's 3B Qwen Downloads
It's a mixed picture to kick off a new trading week. Sam Vadas highlights softness in the software space that includes a downgrade in Workday (WDAY). However, Okta (OKTA) was tapped with an upgrade. On the international front, Sam talks about Alibaba (BABA) and how its Qwen AI models have been downloaded 3 billion times, which is more than Meta Platforms (META) and Alphabet (GOOGL).
======== Schwab Network ========
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7 min - Big Box Retail Takes Earnings Spotlight as U.S.-Iran Tensions Rise
The official memorandum of understanding expires today between the U.S. and Iran, though as Kevin Hincks points out, it never mattered that much to begin with. He tells investors to keep an eye on crude oil prices as tensions appear to be on the rise once again. In equities, Kevin is watching earnings in big box retail like Walmart (WMT) and Target (TGT) among as a gauge for consumer strength.
======== Schwab Network ========
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12 min - Options Corner: FN Surges into Earnings
Fabrinet (FN) will report earnings after Monday's close as shares rebound from a recent plunge in stock price. Rick Ducat talks about the company's ties to optics and photonics that helped generate more interest in the company before highlighting key support and resistance areas in the chart. He turns to an example options trade for Fabrinet.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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7 min - Gold Bull Case Intact? Max Baecker Sees Bull Run in 'First or Second Inning'
Max Baecker says the crisis behind gold's sluggish price action is not because of gold itself but instead the U.S. debt situation. He offers his key reasons backing the bull case, from central bank buying to an ever-evolving Fed structure and lasting geopolitical uncertainty. Max also makes the distinction between gold and silver when it comes to AI as gold enters the "first or second inning" of its bull market.
======== Schwab Network ========
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7 min - Garrett Melson on Why AI CapEx Won't Slow, Headwinds in Economy
The AI growth story remain intact but the other sectors of the economy need to catch up, says Garrett Melson. He points to corners of Wall Street he says have not seen as much growth as he expects. On the health of the consumer, he sees new headwinds from inflation and the job market creating new downside risks. Garrett brings the discussion full circle to AI and explains why he doesn't see CapEx slowing down and why it doesn't need to.
======== Schwab Network ========
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10 min - Chart of the Day: CRWD
CrowdStrike (CRWD) have consistently pushed higher throughout the last three months, with Charles Schwab's Kevin Horner highlighting key areas where resistance became new support. "Bulls are very enthused" with what they see though moment appears to wane, says Kevin. He turns to the one-year chart to show how bulls are struggling to maintain current levels.
======== Schwab Network ========
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5 min - NVDA & AAPL Move Tech While WMT, TGT & Other Earnings Will Show Consumer Strength
This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an Ohio data center financing deal.
======== Schwab Network ========
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8 min - CBRS Volatile IPO: Addressing NVDA Competition, Supply Constraints & Partnerships
This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity.
======== Schwab Network ========
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12 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,…
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