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Schwab Network episodes
- AMAT Earnings Beat, Investors Question Guidance Over China & Supply Constraints
Ben Emons believes Applied Materials (AMAT) remains strong in the AI trade despite Friday's post-earnings sell-off. However, China revenue shows some weakness, and Ben is keeping an eye on how that will affect demand for the company's products. Supply constraints also pose a challenge to future earnings strength.
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8 min - Ca$htag$: GOOGL Cloud Decelerates, "Tremendous" User Base Adds Strength
Megan Brantley of LikeFolio calls her firm's data on Alphabet's (GOOGL) Google Cloud "the most interesting" of the Mag 7 giant's businesses. The 30-day moving average of demand has fallen slightly while Microsoft (MSFT) Azure and Amazon (AMZN) AWS both grew significantly more. That said, Megan points to Alphabet's "tremendous user base" across its business arms offering long-term muscle.
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8 min - Applied Materials (AMAT): Earnings Strength Meets AI and China Headwinds
Logan Gilland and Stephen Sopko discuss why Applied Materials (AMAT) shares fell despite an earnings beat. They examine weaker China sales, concerns around forward gross margins, and growing costs tied to servicing older equipment. The pair also explain why wafer fab equipment companies like Applied Materials remain key indicators for the broader semiconductor industry.
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8 min - The Big 3: PLTR, CRWD, NET
Software is the name of the game for Tim Bohen's Big 3 picks. With Palantir (PLTR), he believes the software giant continues to deliver on top-tier AI development and sales. Tim also sees strength in cybersecurity, pointing out CrowdStrike (CRWD) and Cloudflare (NET) as favorites. Rick Ducat takes investors through the key levels to watch in all three stock charts.
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16 min - Midera (MFP) CEO on Earnings, Food Security and Automation Demand
Midera (MFP) CEO Mark Salman discusses the company’s first earnings report since spinning off from The Middleby Corporation (MIDD). He highlights a record $446 million backlog and a 16% increase in orders, driven by global demand for food security, automation, and technologies that help food processors improve margins.
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6 min - Andrew Arons Picks ORCL, MRVL & RDDT for 2H26 Amid Tech Rebound
Andrew Arons sees a strong second half of 2026, pointing to stocks and economic data heading into the right direction despite mixed reaction to some earnings. However, he notes previous selling action in Microsoft (MSFT) that has since reversed as a reason to follow earnings, not stock reaction. Andrew addresses his top stock picks for the coming months like Oracle (ORCL), Marvell (MRVL), and Reddit (RDDT).
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8 min - TSLA Hits Gas on Global EV Growth, Robotaxi & Optimus Next Gear Shift
Tesla (TSLA) remains a dominant player in the EV industry, argues Ben Rose, pointing to growing traction in Europe and China despite the U.S. rescinding tax credits. An area of concern he sees: margin compression, especially in the energy storage business. Ben believes the Mag 7 company still has lots of opportunity through its robotaxi autonomous driving vehicle and Optimus robotics businesses. Tom White turns to an example options trade for Tesla.
======== Schwab Network ========
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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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8 min - Gene Goldman Sees Risks Beneath the Market’s Calm
Gene Goldman explains why investors should remain cautious despite the S&P 500 (SPX) reaching record highs. He discusses valuations, market breadth, AI opportunities, and what to watch in the upcoming Fed minutes.
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7 min - AMAT Beat & Raise Not Enough for Wall Street, Offering Options Trade
The AI trade got another green flag from Applied Materials (AMAT) after the company beat earnings and raised current quarter EPS guidance. The stock still sold off on Friday. Marley Kayden takes investors through the key metrics in the earnings and what it signals for the greater AI industry. Dan Deming offers an example options trade for Applied Materials.
======== 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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9 min - Investors See Economy Strength Continuing as Hedging Activity Slides
Charles Schwab's Joe Mazzola addresses the slight downturn in July retail sales and what the weakness means for the economy. With hedging at significant lows, Joe says investors are confident in the current market environment but warns of tailwinds "dissipating pretty quickly." Cooper Howard adds more color to the Big Picture by talking about the "hall of mirrors" facing fixed income investors as the Fed balances inflation and jobs data.
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7 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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