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Schwab Network episodes
- Data Center Demand Fuels Growth for URI, APO, BX and CG
Jed Ellerbroek discusses how long-term investors can look past rising single-stock volatility and focus on the broader opportunities created by the AI infrastructure buildout. He highlights beneficiaries ranging from Nvidia (NVDA) and United Rentals (URI) to alternative asset managers Apollo Global Management (APO), Blackstone (BX) and Carlyle Group (CG), arguing that strong returns on AI investments continue to support robust spending trends.
======== Schwab Network ========
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12 min - Trinity Capital CEO on Record Fundings, AI and Frontier Tech Growth
Trinity Capital CEO Kyle Brown discusses the firm's record quarter, driven by strong activity in AI, space and frontier technology markets. He highlights growing demand for AI infrastructure financing, including GPUs and power equipment, while pointing to attractive investment opportunities in the lower middle market amid reduced competition and ongoing refinancing activity.
======== Schwab Network ========
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8 min - Crypto Report: CLARITY Act "Pretty Much Dead"
Adam Lynch joins The Watch List to break down the current performance trends for major crypto products including Bitcoin (/BTC) and Ethereum (/ETH). He admits the legislative efforts for the CLARITY Act are "pretty much dead" and adds that additional crypto ETFs might act as the next catalyst for the overall group. On reports that the Fed will consider a rate hike next month, Adam says risk-assets could take a turn downward but remains in "wait and see" mode.
======== Schwab Network ========
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7 min - PRTO's Approach to Navigating Market Volatility
Nicholas Lumpp, President of RCN Wealth Advisors, discusses how the shift from active management to passive index investing may be amplifying market volatility. He explains why systematic trend-following strategies, including the Pareto Strategic Allocation ETF (PRTO), can help reduce downside risk while preserving long-term upside potential.
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7 min - Inside XYZ: CashApp, Square & Bitcoin
Profitability on CashApp is one contributing reason behind Block's (XYZ) latest earnings, says Tony Zipparo. Shares of XYZ touched a new 52-week high after reporting a top-and-bottom line beat. Tony dissects the company's payment processing business and compares it to peers like Affirm (AFRM). He also addresses Block's holdings of Bitcoin (/BTC) and what it means for the underlying business.
======== Schwab Network ========
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8 min - AMSC CEO on Expanding Across Mining, Energy and Data Center Infrastructure
American Superconductor (AMSC) CEO Daniel McGahn discusses the company's record revenue and bookings growth, highlighted by a $25 million mining project order, the largest in its history. He explains how rising demand across power, industrial and data center markets is creating new opportunities for the company's energy infrastructure solutions.
======== Schwab Network ========
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9 min - SPCX Earnings Reaction: AI Compute "Colossus" Piece
Josh Taves maintains a bullish outlook for SpaceX (SPCX) pointing to its AI compute business as a huge factor. He mentions the leasing out of its Colossus servers to companies like Anthropic as one revenue stream to watch. On the potential for a Tesla (TSLA) merger, he goes a step further saying Elon Musk would essentially become "President of Earth" with so many key tech segments under one umbrella. Josh adds that SpaceX could be a bellwether for growth stocks moving forward and "definitely influences" markets as a whole.
======== Schwab Network ========
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6 min - Why NVDA, GE and JPM Stand Out as Easy Money Disappears
Jeffrey Small discusses the macroeconomic outlook ahead of the jobs report, arguing that strong AI spending is being overshadowed by stretched valuations and higher rates. He highlights opportunities in long-term capital spending trends and cash-generating financials, pointing to Nvidia (NVDA), GE Aerospace (GE) and JPMorgan Chase (JPM) as names positioned to benefit.
======== Schwab Network ========
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7 min - Ca$htag$: Airbnb's Travel Boom Faces an Earnings Test
Andy Swan of LikeFolio previews Airbnb's (ABNB) earnings, pointing to strong consumer demand, travel trends and continued strength across the travel sector. He also discusses growing competition from traditional hotels, potential host liquidity concerns and whether recent growth is already reflected in the stock price.
======== Schwab Network ========
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9 min - Memory Demand & SNDK Earnings in Focus
Rob Thummel says the move from training to inference will increase the demand for memory. Notable memory stocks Sandisk (SNDK) and Western Digital (WDC) are under pressure following their latest earnings prints. Ryan Shrout says the industry overall is undersupplied. He adds the forward p/e ratio for SNDK is still trading at a discount to the broader market, marking a "compelling investment opportunity." The duo discusses the overall memory space and SanDisk earnings with Marley Kayden.
======== Schwab Network ========
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6 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.