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Schwab Network episodes
- NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI
"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms seek to finance $500 billion to AI infrastructure as a way to ease these woes, giving the Mag 7 giant a "kingmaker" role.
======== Schwab Network ========
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8 min - Ca$htag$: APP Faces Trust Test After Earnings Report
LikeFolio's Andy Swan analyzes AppLovin (APP) after earnings, highlighting a shift in advertiser spending toward closed platforms like Meta Platforms (META) and Reddit (RDDT). He discusses AppLovin’s traffic trends, competition with The Trade Desk (TTD), and why the company needs to rebuild trust with advertisers and investors.
======== Schwab Network ========
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8 min - CSCO Slides Despite Strong Quarter, Margins Face Scrutiny
Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco’s strength in networking, security, and AI. Paul McCarthy highlights the company’s growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (DELL).
======== Schwab Network ========
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6 min - CoreWeave (CRWV) Co-Founder & CDO on Earnings, AI Contracts & Power Needs
Brannin McBee, co-founder and CDO of CoreWeave (CRWV), talks about the company is "second to none" in the AI space after the stock rallied strong on earnings. He addresses how CoreWeave sets up contracts and utilizes its backlog while juggling energy needs and pushback from some public groups.
======== Schwab Network ========
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10 min - The Big 3: SE, Z, VRT
Stocks that saw recent pressure across several industries is the theme Mike Shorr focuses on in today's Big 3. He explains why he sees opportunity in Sea Limited (SE), Zillow (Z), and Vertiv (VRT). Mike backs his takes with example options trades while Rick Ducat offers insight into key support and resistance levels in the stock charts.
======== 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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13 min - Zhang: ORCL Options Opportunity After CRWV & NBIS Earnings, XOM Key in Energy
Options Play's Tony Zhang believes the current market environment is very favorable for forward momentum. In the energy sector, he argues you can "throw a dart at the dart board" and see upside, though he points to Exxon Mobil (XOM) for his example options trade. Turning to tech, Tony considers Oracle (ORCL) a strong trading opportunity after CoreWeave (CRWV) and Nebius (NBIS) soared after their earnings.
======== 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 - CSCO Beats Earnings, Shares Sell Off as Investors Question Long-Term Growth
Cisco (CSCO) sold off on earnings despite top and bottom line beats. Alex Coffey says the selling action is due to skepticism on how long the legacy tech firm can continue AI growth. He takes investors through the key metrics in the report. Joe Tigay offers an example options trade for Cisco.
======== 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 - JD, BABA & BIDU: What Chinese AI Earnings Will Say About Global Tech Trade
Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. Tom White offers an example options trade for Alibaba.
======== 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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Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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10 min - Rate Hikes "Won't Derail" Stock Market & Midterm Election Catalyst for Crypto
PPI continued the trend CPI by signaling inflation is cooling. Charles Schwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind. He adds that equities have opportunity to rally even in the face of a hawkish Fed, so long as other economic indicators stay strong. Jim Ferraioli doesn't expect many macro movers to impact Bitcoin and other cryptocurrencies for the time being. He does expect the midterm elections to serve as the next key catalyst for the space.
======== Schwab Network ========
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9 min - Thursday's "Everything Rally:" Tech's New Strength Bolsters Stock Market
MoneyFlows.com's Alec Young breaks down Thursday's "everything rally," highlighting the expanding breadth of the market as technology, cyclicals and rate-sensitive sectors push stocks to new highs. He discusses how strong tech earnings, helped by the reignited leadership of the Mag 7, add muscle to the rise in equities.
======== 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,…
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