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Schwab Network episodes
- Demmert: GOOGL CapEx 'Justifiable,' NVDA & ASML Key AI Hardware Stocks
After Alphabet (GOOGL) raised CapEx expectations in earnings, investors are taking a step back despite strong numbers from Google's parent company. James Demmert argues Alphabet is a buy at current levels, pointing to a substantial bottom line beat and explosive cloud revenue growth as signs its CapEx is offering real ROI. He names Nvidia (NVDA) and ASML (ASML) as key hardware names to watch. As for Tesla (TSLA), James calls it a "great company, not a great stock" due to its high valuation.
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9 min - Chart of the Day July 23, 2026: AMZN
Amazon (AMZN) shares are seeing more pressure Thursday after Alphabet (GOOGL) and Tesla (TSLA) signaled a CapEx increase in earnings. Charles Schwab's Ben Watson shows the short and long-term price action in the stock to highlight key support and resistance areas investors need to watch.
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4 min - Doyle: Improving Labor Data Signals Fed Tightening Interest Rates
David Doyle explains why he remains optimistic on the U.S. consumer, citing improving delinquencies, healthy household finances, and a resilient labor market. He argues that falling unemployment could prompt the Fed to resume hiking rates.
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10 min - Navigating AI's Next Wave After GOOGL & TSLA Raise CapEx
David Wagner explains why Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx. He also breaks down Tesla's (TSLA) earnings miss and its long-term AI strategy after the company posted negative cash flow. Turning to the macro AI impacts, David highlights the future of the data center buildout, along with political and social risks tied to the trade.
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10 min - Thursday's Morning Movers: RTX & LMT Jump, IBM & Airlines Lose Altitude After Earnings
Diane King Hall touches on the top earnings moving markets after Thursday's opening bell. RTX Corp. (RTX) and Lockheed Martin (LMT) added muscle to the defense trade while Southwest Airlines (LUV) and American Airlines (AAL) fell following their reports and added fuel pressures. IBM Corp. (IBM) topped earnings estimates but shares still fell.
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7 min - GOOGL & TSLA Weigh Down Tech, Macro Picture "Unhealthy" for Stocks
Tesla (TSLA) signaled it will have negative cash flow and is down to start Thursday's trading session. Alphabet (GOOGL) posted 82% cloud growth and stronger-than-expected earnings, but the stock also moved lower. Kevin Hincks points to CapEx as the key driver behind the downside moves in both Mag 7 names. He believes investors want to see a stronger profit roadmap to justify greater AI spending. Kevin notes other pressures overseas as the U.S.-Iran war continues.
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8 min - Commercial Real Estate's Woes as Yields Rise, Data Center Construction Accelerates
Greg Friedman talks about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war. He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties.
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8 min - CapEx Center of GOOGL & TSLA Earnings Attention as Crude Oil Taps $90
The U.S. enters a 12th straight day of bombing Iran as pressure mounts to reopen the Strait of Hormuz. Alex Coffey talks about the latest developments as crude oil climbs back to $90 a barrel. Alphabet (GOOGL) posted strong earnings backed by an 82% year-over-year increase in cloud revenue, though investors took issue with a CapEx raise. Alex explains why the number is taking all the focus in Alphabet and Tesla's (TSLA) earnings. He also highlights earnings from ServiceNow (NOW).
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9 min - Crypto Corner: Bitcoin's Steady Rebound, Russia & Japan Add Regulation
CharlesSchwab's Adam Lynch highlights the slow but steady rebound shaping up in Bitcoin's price action since hitting 21-month lows at the start of July. It comes as lawmakers in Washington, D.C. make an apparent final push to push the Clarity Act. As Adam discusses, governments across the global are also creating their own regulatory frameworks around cryptocurrencies.
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6 min - Stock Market Today: GOOGL, TSLA & IBM Earnings
The AI trade is going nowhere, according to Wednesday's round of after-hour earnings reports. Marley Kayden walks investors through her biggest takeaways from key metrics in Alphabet (GOOGL), Tesla (TSLA), and IBM Corp. (IBM).
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2 min
About Schwab Network
From the publisher's feed
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