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Schwab Network episodes
- SoundHound AI (SOUN) CEO on Earnings, OASYS & Recent Acquisitions
Keyvan Mohajer, CEO of SoundHound AI (SOUN), discusses his company's recent earnings which have grown ten times since the IPO four years ago. One factor he sees driving future growth: the company's OASYS platform, which he calls "decades in the making." Keyvan goes further into his expectations for the company by outlining recent acquisitions and partnerships.
======== Schwab Network ========
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12 min - AI Earnings Growth Cyclical or Secular? Nigam Arora Talks MU, Chips & Corrections
Micron (MU) has been at the center of discussions on whether AI earnings growth is secular or cyclical. Nigam Arora offers his takeaways on that question to investors, explaining how memory supply pressures and AI models play a role in shaking up the guidance picture. He also adds color to the picture on the recent tech correction to help investors brace for another tentative shake-up.
======== Schwab Network ========
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9 min - Fred Voccola: A.I. Is the Workforce’s New Digital Colleague
Simpro CEO Fred Voccola discusses how AI is transforming the workforce, creating new opportunities even as it automates some roles. He argues that AI acts as a digital colleague that enhances critical thinking and highlights the growing demand for skilled trades in an increasingly AI-driven economy.
======== Schwab Network ========
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10 min - Charts to Watch: SPX, XOM, AG
Charles Schwab's Rachel Dashiell says the S&P 500 (SPX) may be due for a period of consolidation despite reaching fresh record highs. She highlights bullish technical setups in Exxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY), APA Corp. (APA), and ConocoPhillips (COP), while also pointing to improving momentum in silver miners including First Majestic Silver (AG).
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6 min - Craig Hawley on Student Debt, Retirement Risks, and Financial Confidence
Craig Hawley of Nationwide Financial examines how financial priorities are evolving across generations, with more Americans focused on protection and income stability than wealth accumulation. He discusses retirement challenges, student debt burdens, and why many remain optimistic about their financial future despite growing economic pressures.
======== Schwab Network ========
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5 min - Dr. Dave Popple Explains Psychology of the Fed
Dave Popple, PhD, founder and managing director of Psynet Group, dives into the psychology driving the Fed, how new leadership is impacting FOMC messaging and why the market craves a “clean answer” from the Fed chair and economic data points. Dave also explains the “self states” that govern human decision making and the psychology behind groups coming to a consensus.
======== Schwab Network ========
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50 min - Extreme Networks CEO on 8 Straight Earnings Beats and AI Growth
Extreme Networks (EXTR) CEO Ed Meyercord discusses the company's eighth consecutive earnings beat, highlighting double-digit revenue growth, strong margins, and improving enterprise demand. He explains how the company's AI-powered networking platform is helping win market share from Cisco (CSCO) and HPE (HPE) while driving growth through automation, large customer wins, and expanding channel partnerships.
======== Schwab Network ========
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10 min - Why Investors Are Turning to Small Caps, Global Equities, and Active ETFs
Horizon's Clark Allen discusses why active management and selective investing may be well-positioned in the current market. He highlights opportunities in small- and mid-cap stocks, international equities, and Horizon’s ETF lineup, including HBTA, while outlining the continued growth potential for active ETFs.
======== Schwab Network ========
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6 min - Strengths to Watch in SMCI Earnings & Comparisons to DELL
Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver on a roadmap to collect those profits. He then compares Super Micro to Dell Technologies (DELL) and what earnings will signal on competition between the two.
======== Schwab Network ========
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7 min - Ca$htag$: Is ONON the Next Big Winner in Athletic Apparel?
LikeFolio's Landon Swan analyzes On Holding (ONON) ahead of earnings, highlighting strong consumer demand, premium pricing power, and successful expansion into apparel. He explains how On competes with Nike (NKE) and Lululemon (LULU) and why the stock's sideways performance may not reflect its revenue and margin growth.
======== Schwab Network ========
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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,…
or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.