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Schwab Network episodes
- AI Divergence, Rotation Strength & ROI: What's Next for Mag 7?
"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the group the "divergence seven" when it comes to how these companies use AI. As for Alphabet, she believes the company needs to "show the receipts" on its AI spending.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - Dave Mabe Explains Where AI Adds the Most Value for Active Traders
Dave Mabe, creator of MabeKit, discusses how traders can use AI to improve specific parts of their process, including position sizing and trade execution. He explains why documenting trading strategies is essential for identifying opportunities where AI can deliver more efficient, disciplined, and repeatable results.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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5 min - July 2026 STAX: SPCX Among Biggest Buys, MU & SNDK Options Highly Volatile
Charles Schwab clients "embraced volatility," says Joe Mazzola, who points out that they bought dips where most others sold from. He points to options activity as another point of interest, especially in AI memory names like Micron (MU) and SanDisk (SNDK). As Joe explains, some of the biggest sells include Apple (AAPL), AMD Inc. (AMD), and Broadcom (AVGO). SpaceX (SPCX) ended the month as one of the biggest buys among Charles Schwab clients.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - The Big 3: INTC, UBER, AAPL
Prosper Trading Academy's Scott Bauer turns to stocks that recently experienced volatile moves, both to the upside and downside. He sees Intel (INTC) as a long-term trading opportunity, believes Uber Technologies (UBER) is experiencing "top-heavy" movement, and highlights a great "entry point" for Apple (AAPL). Scott offers example options trades for his picks while Rick Ducat walks investors through his technical analysis for all three stocks.
======== 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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12 min - Ted Thatcher on Fed Pressure, NVDA Earnings & AI ROI Expectations
You have to look under the hood of the jobs report to understand weakness concerns, says Ted Thatcher, who argues there were greater job losses shown than what the headline number suggests. He doesn't see those concerns on the earnings front, saying the beats across the board exceeded his already-strong expectations. He expects another strong beat from Nvidia (NVDA) but sees guidance facing a high bar. However, he believes investors focusing more on AI ROI is ultimately positive for markets.
======== Schwab Network ========
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9 min - Raul Shah on HIMS Earnings Expectations & GLP-1 Wave's Lasting Stock Impacts
Raul Shah discusses expectations for Hims & Hers (HIMS) into earnings after Monday's closing bell. He believes the telehealth company is well-positioned thanks to the GLP-1 wave, arguing investors are severely underestimating how many Americans will use these drugs. Raul points to a key acquisition as another buoy that will drive profits long-term for Hims & Hers. Tom White turns to an example options trade for the stock.
See Raul's recent interview with Marley Kayden on Market Matters: https://open.spotify.com/episode/0nKKN8ISY0AmcfysIsBdb6?si=B6APN_0ISr2DXySKQPmuYQ
10 min - AAPL Canceling All-Glass iPhone? Explaining Analyst Downgrade on Mag 7 Stock
Jefferies downgraded Apple (AAPL) after it says the iPhone maker will cancel its all-glass model, something the firm sees as a "major setback" to the Mag 7 company. Marley Kayden walks investors through the analyst commentary and ways it will impact Apple's price action. Prosper Trading Academy's Mike Shorr takes investors through an example options trade for the stock.
======== 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 - Fed "Wait and See" Mode on Interest Rates, Inflation & Jobs Data Clash
"We think the Fed can stay in wait and see mode" and see how ecodata evolves, argues Charles Schwab's Collin Martin. Last week's decline in jobs through the July jobs report is something he sees "changing the calculus" of the Fed. Inflation prints will paint a different picture if they come in hot, says Collin, which will heighten interest rate hike expectations. He also offers his expectations for Fed Chair Kevin Warsh's speech later this month at Jackson Hole.
======== Schwab Network ========
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8 min - AI Mania, Strong Earnings and a Market That Refuses to Break
Michael Shaoul argues that massive AI investment and continued government spending are helping keep the U.S. economy on solid footing despite softer jobs data. He discusses elevated AI expectations, strong corporate earnings, and why healthcare remains an attractive opportunity beyond the technology trade.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - Kenny Polcari on August Volatility, Big Tech Comeback & Fed Balancing Act
Kenny Polcari recaps key market moves over recent weeks to explain how earnings reinforce market strength for Big Tech and beyond. However, brace for volatility, as Kenny points out that August tends to be a low volume month that attributes to bigger-than-expected swings. Something else to watch for: "bad news is good news" becoming "bad news is bad news" for the Fed. Kenny explains that while last week's negative jobs print suggests greater likelihood for interest rate cuts, it will come back to bite if trends continue. That said, he tells investors to stay in AI names, making the case that the trade is far from over.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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,…
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.