Schwab Network

Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios and argues there's lots of opportunity for AMD to eat into Nvidia's market share. 

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Classification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –

https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on

LinkedIn - https://www.linkedin.com/company/schwab-network

Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the technicals in 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

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Classification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –

https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on

LinkedIn - https://www.linkedin.com/company/schwab-network

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open source AI models like Kimi are changing the way investors see CapEx.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Classification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –

https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on

LinkedIn - https://www.linkedin.com/company/schwab-network

Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while still keeping it tied to tech themes. She turns to the Fed and offers her reasoning as to why the committee can hold interest rates.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Classification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –

https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on

LinkedIn - https://www.linkedin.com/company/schwab-network

David Waddell discusses his outlook expectations for the back half of 2026 and why he sees it being choppy. He says while the economy and inflation are okay, we’re distracted by the AI bubble and advises investors to stay away for now. David predicts the Fed meeting tomorrow will be a “very spectacular non-event” with more news to come in September and touches on the biggest risks facing markets right now. 

======== 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

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Jim Stoeffel talks about microcap stocks and their rising importance amid AI and geopolitical volatility, calling the group a great investment opportunity overall. He explains why his firm is eyeing microcaps and rotating out of Big Tech to buy into those names. Jim names TrueBlue (TBI) and Ichor (ICHR) as some of his top picks.

Chi Chen discusses the key trends shaping global fixed income markets and shares her outlook for bond investors. She explains why today's higher yields offer an opportunity to generate additional portfolio income without sacrificing credit quality, and highlights the factors investors should watch as they navigate the fixed income landscape. Chi also looks inside the recent shifts in the bond market.

======== 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

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Cinthia Murphy highlights the latest ETF fund flows as earnings season continues and what investor demand reveals about the market. She also discusses the sectors driving the market and the trends contributing to broadening strength as investors rotate out of the AI trade. 

======== 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

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-

Network/dp/B07KRD76C7

Watch on Sling -

https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on

Vizio - https://www.vizio.com/en/watchfreeplus-explore

Microsoft (MSFT) reports earnings July 29, with investors focused on whether its massive AI investments are paying off. In this Tech Corner, George Tsilis breaks down expectations for Azure, Copilot, and Microsoft's rapidly expanding AI business, as Wall Street looks for signs that rising cloud revenue will justify all the spending. George also examines the key risks heading into earnings, including margin pressure from record capital expenditures, slowing cloud growth, and the stock's weak technical trend.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Marley Kayden highlights Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) earnings this week and explains how CapEx overshadowed top and bottom line beats from two of the three Big Tech firms.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about