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Schwab Network episodes
- Wednesday's Final Takeaways: Stop Insider Trading Act & OpenAI Safety
Marley Kayden discusses the latest developments surrounding the Stop Insider Trading Act vote and the ongoing debate around congressional stock trading rules. She also covers reports about OpenAI model bypassing sandbox restrictions during testing.
======== Schwab Network ========
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4 min - EARNINGS ALERT: GOOGL, TSLA, IBM, NOW, TXN
Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations. The panel also discusses Texas Instruments (TXN), ServiceNow (NOW), and IBM Corp. (IBM).
======== Schwab Network ========
Empowering every investor and trader, every market day.
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22 min - Inflation, Geopolitics, and the Next Phase of the AI Trade
Tyler Ellegard discusses how rising oil prices and renewed Middle East tensions are shaping the inflation outlook and influencing global markets. He also shares his preferred investment themes, highlighting financial stocks and the AI infrastructure trade, including Equinix (EQIX), as opportunities despite heightened geopolitical uncertainty.
======== Schwab Network ========
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6 min - TSLA Robotaxi & Robotics: AI's Long-Term Value for the Company
Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition.
======== Schwab Network ========
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11 min - AI-Powered Surgery: Carlsmed (CARL) CEO on Using Evolving Tech in Healthcare
Mike Cordonnier, CEO of Carlsmed (CARL), explains how the company's AI-enabled platform is helping reduce re-operations in spinal surgery through personalized treatment planning. He details how AI and 3D-printed custom devices improve surgical outcomes while lowering costs for hospitals, supported by favorable Medicare reimbursement trends.
======== Schwab Network ========
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10 min - ETF Opportunities in Drone Technology, Diversification in Other Industries
Neena Mishra, Director of ETF Research at Zacks Investment Research, discusses the rapid growth of the drone industry and the factors driving adoption across global markets. She talks about how drone-focused ETFs provide diversified exposure to defense, industrial, agricultural, security, and renewable energy applications. Neena highlights examples in the REX Drone ETF (DRNZ) and the Defiance Drone and Modern Warfare ETF (JEDI).
======== Schwab Network ========
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5 min - Ways TSLA Energy Business Outshines AI Aspirations, International Sales Offer Strength
Steve Westly discusses why Tesla's (TSLA) energy business could be a key driver of future growth ahead of earnings, making the case its position in the sector proves just as valuable as EVs and AI. Tu Le weighs in on Tesla's outlook internationally, discussing market conditions and noting that the company's factory production remains strong despite ongoing pressure.
======== Schwab Network ========
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9 min - Charts to Watch: SPX, MU, SNDK
Charles Schwab's Rachel Dashiell highlights the S&P 500's (SPX) critical retest of its 50-day moving average, arguing the market may be setting up for a significant move in either direction. She also breaks down AI memory names Micron (MU) and SanDisk (SNDK), pointing to a failed bearish reversal in the former stock and a potential near-term bounce opportunity in the latter.
======== Schwab Network ========
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5 min - GOOGL CapEx, Chinese Competition Add Attention to Cloud & ROI in Earnings
"All eyes are clearly going to be on cloud revenue as well as CapEx numbers," says Angelo Zino as he discusses expectations for Alphabet (GOOGL) earnings. He notes a very high bar for the stock with Wall Street eyeing 20% growth. With China releasing cheaper AI models compared to U.S. counterparts, Angelo believes regulation will come into play. It also puts a greater emphasis on the Mag 7 giant's ROI.
======== Schwab Network ========
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8 min - Gen Restaurant CEO: Why Consumers Are Choosing Groceries Over Dining Out
GEN Restaurant Group (GENK) CEO David Kim explains how inflation is driving consumers toward grocery stores and away from traditional dining experiences. He discusses why restaurant brands are expanding into retail channels and how growing demand for convenient, pre-cooked grocery products is helping offset declining restaurant traffic.
======== Schwab Network ========
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8 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.