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Schwab Network episodes
- Mario Tufano on AI Creating New Small Cap Winners, Picks in NFG, SBH & TEX
Mario Tufano explains why small-cap stocks could be poised for a long period of outperformance, supported by strong earnings growth and infrastructure spending tied to the AI boom. He highlights investment opportunities in National Fuel Gas (NFG), Sally Beauty Holdings (SBH) and Terex (TEX), outlining the valuation and growth drivers behind each name.
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9 min - Thursday's Morning Movers: NFLX Pershing Stake, TPR Earnings Plunge, FIVE Upgrade
Coach is "carrying the company" while Kate Spade sales decline, says Diane King Hall, who takes investors through Tapestry (TPR) earnings as shares sell off. Elsewhere in retail, Five Below (FIVE) rallied after Jefferies upgraded the stock. Diane turns to the streaming space and discusses Pershing Square's new stake in Netflix (NFLX).
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6 min - Trainer: SPCX Priced "Twice as Good" as Most Profitable Company
David Trainer believes investors are in for "a rough fall" and sees high-beta stocks taking a plunge as valuations continue to run higher in the stock market. He adds that the OpenAI and Anthropic IPOs will add pressure to growth projections. David also highlights what he considers red flags in SpaceX's (SPCX) stock, from the small share float to Elon Musk's firm control of the company. He adds that valuations remain astronomical, believing the stock is priced far above perfection.
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10 min - PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed?
More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signaling that inflation is cooling and lowering the chances for an interest rate hike from the Fed. He walks investors through his expectations for the Fed and the direction of rates long-term as jobless claims sees a slight uptick.
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8 min - Options Corner: AMAT Outperforms SMH Ahead of Earnings
Applied Materials (AMAT) has outperformed the VanEck Semiconductor ETF (SMH) over the last 12 months, says Rick Ducat, who compares the stock's quiet rise to other high-flying AI peers. He points to recent consolidation as something to watch as the company report earnings after Thursday's close. Rick turns to an example options trade for Applied Materials.
======== 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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6 min - Greg Portell on Companies Building Consumer Trust
From companies generating goodwill among investors to earnings takeaways, Greg Portell broadens out his view on the current market environment and why some investors remain on the sidelines despite signs of growth. Greg says the key issue comes from brands needing to rebuild trust with consumers. He urges investors pay attention to the "story" corporations are trying to tell and watch for signs of turnaround in trust with consumers.
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8 min - Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out
Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx. Microsoft (MSFT) is one name Tiffany points to as Azure cloud growth shows no sign of slowing down. She also considers Caterpillar (CAT) and Schneider Electric strong companies tied to AI infrastructure.
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7 min - Chart of the Day: AKAM
Charles Schwab's Ben Watson offers technical analysis of Akamai (AKAM) as the stock struggles to move back to all-time highs it hit in May. However, he points to growing support forming at current levels and zooms out to the one-year chart to show where he sees bulls finding their footing.
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3 min - CPI, PPI & Fed's Fight Against Inflation, CSCO & CBRS Fall on Earnings
As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. Tom White offers his takeaways from the CPI print and ways PPI will confirm or push back the inflation cooling narrative. He turns to earnings movers in Cisco (CSCO) as the stock pulls back on a stronger-than-expected report. Cerebras (CBRS) sold off sharply after its second earnings report since the IPO.
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9 min - Stock Market Today: SMCI, CRWV & NBIS Rally Strong on Earnings
Tech's back in favor Wednesday with Super Micro (SMCI), CoreWeave (CRWV), and Nebius (NBIS) all signaling continuing strength in the AI trade. Sam Vadas takes investors through the key metrics behind the reports.
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3 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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