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Schwab Network episodes
- TSM Faces Sky-High Earnings Bar, Supply Struggles to Match Demand Pace
Sarah Kunst of Cleo Capital previews TSMC (TSM) earnings, expecting solid results as AI chip demand remains strong. However, investor expectations stay extremely high. Sarah discusses supply constraints, growing competition, margin pressure and why broader AI trade volatility may matter more for the stock than earnings themselves. That said, Sarah Sees TSMC’s scale and near-monopoly position as major advantages as Nvidia (NVDA) continues to dominate AI leadership in the stock market.
======== Schwab Network ========
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6 min - Bank Earnings: AI Opportunity, Rate Risks & Resilient Credit
Cheryl Pate breaks down bank earnings, pointing to strong net interest income and credit trends despite softer fixed-income trading at JPMorgan Chase (JPM) and Goldman Sachs (GS). She sees AI financing as a long-term tailwind for capital markets and believes concerns about AI disrupting bank deposits are overblown. Pate also discusses Citigroup's (C) improving credit card trends, interest rate risks and why the recent pullback could be an attractive entry point for bank stocks.
======== Schwab Network ========
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6 min - Ca$htag$: AAPL All-Time High Ahead of iPhone Duo, Price Remains Key Headwind
LikeFolio's Andy Swan believes many people will buy the Apple (AAPL) iPhone Duo, shown through his firm's data on purchase intent posts. However, spikes in price complaints are something he sees hitting the stock. "We think [the consumers] will continue to pay them," argues Andy, as he compares LikeFolio demand trends to that seen in Apple products beyond iPhone.
======== Schwab Network ========
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8 min - GS Beats, JPM Misses: Winners and Laggards in Bank Earnings
Dory Wiley and Stephen Biggar break down a mixed round of bank earnings, with Goldman Sachs (GS) posting a major beat, Citigroup (C) delivering strong results, and JPMorgan Chase (JPM) and Wells Fargo (WFC) facing more pressure. They discuss funding costs, net interest margins, credit quality and strong commercial loan growth, while assessing whether capital-markets activity can stay strong into 2027. Bank of America (BAC) and Morgan Stanley (MS) are next up, with the consumer and dealmaking pipeline in focus.
======== Schwab Network ========
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7 min - AMZN October Prime Day Hits $9.86B, Deal-Hungry Consumers Keep Spending
Adobe Digital Insights' Vivek Pandya breaks down Amazon's (AMZN) October Prime Day, which generated $9.86 billion in online sales, up 8.5% from last year. Consumers are responding strongly to promotions, spending on everything from everyday essentials to higher-priced electronics, while social media and influencers are playing a bigger role in driving purchases. Pandya expects discounts to deepen from about 20% during Prime Day to roughly 30% during Cyber Week, setting up more holiday spending.
======== Schwab Network ========
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9 min - The Big 3: JPM, GOOGL, AMD
A strong economy needs strong banks, according to Joe Tigay, who discusses JPMorgan Chase (JPM) earnings and what they signal for the health of U.S. consumers. In the AI trade, he believes the latest bout of market volatility will benefit Alphabet (GOOGL) long-term, and sees AI agents leading to AMD Inc.'s (AMD) next growth stage. Joe offers example options trades for his picks while Ben Watson of Charles Schwab offers technical analysis of the stock 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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13 min - From Bank Earnings to AI Power: Where the Market Goes Next
Main Management CEO and CIO Kim Arthur remains confident in roughly 23% earnings growth, pointing to a resilient consumer, rising wages and strong corporate margins. He discusses JPMorgan Chase (JPM), Goldman Sachs (GS) and Wells Fargo (WFC), while arguing rates may have peaked and could settle into a more normal range. Arthur also sees utilities as an attractive AI infrastructure play as data-center power demand grows.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - JPM Earnings: What Report Says About Consumers, Anthropic & Corporate Lending
CFRA's Ken Leon discusses the skeptical reaction from Wall Street to the first round of earnings in JPMorgan Chase (JPM), Wells Fargo (WFC), and Goldman Sachs (GS). For JPMorgan Chase in particular, Ken points to a lack of guidance and discussion on Anthropic's upcoming IPO as key points he believes investors wanted to see. He also explains why corporate lending is another important sticking point for banks in the coming months. Tom White offers an example options trade for JPMorgan Chase.
======== 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
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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8 min - UNH Earnings Beat & Raise Not Enough to Maintain Rally
UnitedHealth (UNH) shares initially rallied after posting an earnings beat on the top and bottom line, with guidance also coming in above Wall Street estimates. The stock reversed within the first hour of the trading day. Jenny Kovacs discusses more of the key metrics in UnitedHealth's earnings and why it believes there's more value in the stock Wall Street isn't seeing. Tim Biggam offers an example options trade for the healthcare giant.
======== 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
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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7 min - Liz Ann Sonders on "Casino-Like" Market, SPX Growth Concentration, CPI & PPI Preview
Charles Schwab's Liz Ann Sonders addresses concerns from Broadcom's (AVGO) CEO that the AI trade is showing "casino-like" qualities. As for the new earnings season, she notes strength in the U.S. consumer but urges caution when it comes to sky-high expectations following the previous quarter. Nvidia (NVDA) and Micron (MU) are expected to drive one-third of earnings growth in the S&P 500 (SPX), showing heavy concentration in expectations. Liz Ann then outlines her expectations for CPI and PPI, along with how macro moves and AI tip the inflation scales.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 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.