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Schwab Network episodes
- Ca$htag$: PLTR's Government Demand, AI Expansion, and Long-Term Opportunity
LikeFolio's Landon Swan explains why Palantir (PLTR) stands apart from traditional software companies, combining consulting services with SaaS-like margins. He highlights strong demand from government and commercial customers, growing adoption through Palantir’s AI boot camps, and the company's unique ontology layer as a key competitive advantage despite its premium valuation.
======== Schwab Network ========
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10 min - The State of the Chip Trade
Joseph Deyonker and Stephen Sopko discuss the semiconductor sector amidst summer weakness and headline anxiety around AI capex spending. Stephen says his team is not seeing any slowdown in production and calls a recent pullback a "penalty for good behavior" with news raising expectations each cycle. Joseph says companies are adjusting to a new deployment phase as more capital pushes to integration rather than buildout.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - SPCX Earnings: Fundamentals Correction Ahead?
Cash flow versus burn is something Bill Drolet will be closely watching in regards to SpaceX (SPCX) as the company reports its first earnings as a public company. He thinks investors might have been giving the company a bit of an "Elon Musk halo" as SpaceX finds its footing amongst traders. The lockup for SPCX shares ends this week as well, something Bill says will have a "big impact" and could lead to a dip in share price.
======== Schwab Network ========
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7 min - The Big 3: ARM, RSI, UNH
Arm Holdings (ARM), Rush Street Interactive (RSI) and UnitedHealth (UNH) are today's trio of charts and trades. Mike Shorr provides his fundamental analysis on the stocks and demonstrates example options strategies for each. Later, Rick Ducat dissects the technical patterns forming on the charts.
======== 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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15 min - Caterpillar's AI Boom: Can CAT Deliver on a Record Backlog?
Jonathan Sakraida of CFRA Research explains why Caterpillar (CAT) has become a beneficiary of the AI buildout, driven by data center construction, copper demand, and a record $63 billion backlog. Charles Schwab's Ben Watson discusses a bullish options strategy for traders looking to capitalize on Caterpillar's upcoming earnings report.
======== 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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8 min - Why the Next Leg of the Bull Market Depends on More Than Big Tech
Josh Stevens discusses the market's shift away from hyperscaler earnings and the AI trade toward the traditional economy, with JOLTS and payrolls data taking center stage this week. He explains why stocks lacking earnings momentum could face greater downside risk and argues the next phase of the bull market will depend more on the broader S&P 500 than the Mag 7.
======== Schwab Network ========
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8 min - The Big Picture: Yen Support in Focus
Michelle Gibley walks investors and traders through the U.S. Treasury's decision to intervene with a declining Yen. This marks the first coordinated currency intervention between the U.S. and Japan since 1998. Later, Michelle discusses volatility and deleveraging trends taking place across the globe in response to possible A.I. capex concerns.
======== Schwab Network ========
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7 min - The Morning Trade: PLTR "Pent Up Expectations"
Palantir (PLTR) earnings are set to report after Monday's close. Marley Kayden previews the AI software company's 2Q estimated figures and highlights potential points investors will be looking for in the report. Later, Charles Moon maps out an example trading strategy for PLTR utilizing a strangle trade. He says there are "pent up expectations" for this stock, so while he expects a big move, he isn't sure if it could be to the upside or downside.
======== 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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9 min - AI Trade Needs Stability as Market Leadership Shifts
Brandon Pizzurro, GuideStone CIO, discusses concerns around Fed credibility and how a less transparent Fed is forcing markets to adjust. He also explains why stability in the AI trade is critical and highlights opportunities in small-cap stocks and fixed income as investors look beyond a concentrated market rally.
======== Schwab Network ========
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8 min - Volatility and Rotation: Single Stocks v. Overall Market
Joe Tigay sees volatility impacting single stocks much more than the broader market. He points to a healthy rotation underway entering the "dog days of summer" and chimes in on current market performance to begin the month of August. Joe goes under the hood on the AI capex narrative as it impacts semiconductor names like Nvidia (NVDA) all the way to construction names like Caterpillar (CAT).
======== Schwab Network ========
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8 min
About Schwab Network
From the publisher's feed
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