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Schwab Network episodes
- EARNINGS PANEL: CRWV, SMCI, LITE
While not as large as many Big Tech earnings as of late, Tuesday's slate of after-hour reports offer more color to the tech picture. Marley Kayden, Sam Vadas, and Alex Coffey discuss the earnings beats in CoreWeave (CRWV), Super Micro (SMCI), and Lumentum (LITE) along with the varying investor reaction to all three reports.
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12 min - Tuesday's Final Takeaways: Chinese Stocks See Pressure & Existing Home Sales Slide
Sam Vadas focuses on moves outside of U.S. equities by explaining what's driving the selling action in Chinese stocks on Tuesday. Marley Kayden turns to the macro front by looking at the pressure on existing home sales.
======== Schwab Network ========
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5 min - AI, Robotaxis, NVDA, AMD and the Trillion-Dollar Demand Boom Ahead
ARK Invest's Brett Winton discusses how AI is becoming a powerful macroeconomic force, driving investment in data centers, cloud infrastructure and semiconductors. He highlights opportunities tied to Nvidia (NVDA), AMD Inc. (AMD), robotaxis and AI adoption, projecting trillions of dollars in new demand and economic activity by 2030.
======== Schwab Network ========
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7 min - Data Centers & Logistics Power the Commercial Real Estate Comeback
Henry Chin of CBRE highlights a 25% increase in U.S. commercial real estate transaction volume in the first half of 2026, pushing activity above pre-pandemic levels. He discusses how demand for data centers, modern logistics facilities and advanced manufacturing sites is creating new opportunities, with AI adoption, reshoring trends and strong leasing activity supporting continued growth.
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7 min - The Four D's Driving the Next Infrastructure Investment Boom
Harlan Cherniak of Macquarie Asset Management discusses how AI is accelerating investment in power grids, data centers and energy infrastructure. He highlights decarbonization, digitalization, deglobalization and aging demographics as key long-term drivers, while explaining how private infrastructure debt strategies can offer diversification and attractive yields for individual investors.
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11 min - 2026 Bitcoin Slump Mirrors 2022 Crypto Winter: Catalysts for Bulls to Regain Traction
Michael Willis, CEO of Cyber Hornet ETFs, compares this year's sluggish price action in the cryptocurrency space to 2022's crypto winter. He explains the "washout" Bitcoin and related assets are experiencing and how his company seeks to capitalize on current moves. Michael adds that newfound resilience in price action offer more room to run for assets.
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7 min - Amplify ETFs CEO on HYGM, LQDM & Yield-Focused Fixed-Income ETFs
Amplify ETFs CEO Christian Magoon explains how the Amplify High Yield ETF (HYGM) and Amplify Investment Grade ETF (LQDM) target 10% and 12% distributions through a combination of bond income and options writing. He discusses how the strategies can help hedge against rising interest rates while providing investors with a more consistent income stream.
======== Schwab Network ========
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6 min - RKLB Demand Strong After Earnings, Room to Grow in SPCX Shadow
Colin Symons says Rocket Lab (RKLB) is working to become a "tier one" company in the same lane as SpaceX (SPCX). While earnings didn't excite investors and margin pressures loom, he sees long-term demand supporting lasting momentum. Jim Cantrell equates the whole space industry to a "frontier economy" that will require an abundance of capital and lots of time to expand. He sees Rocket Lab as a winner and expects its runway to grow over time.
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9 min - CRWV v. NBIS: Examining Neocloud Approach & Capital Awareness in AI Buildout
CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberry. He sees the company's backlog and revenue growth as a huge plus but the "inside out" CapEx approach as one that remains shaky. Brian turns to CoreWeave's key competitor in Nebius (NBIS) and highlights its "full stack" approach as more capital-aware.
======== Schwab Network ========
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7 min - Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout
Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" as semiconductors. While some push back against data center construction, he argues "there are zero signs" that it's impacting business momentum.
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10 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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