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Schwab Network episodes
- The Case Against Chasing Mega-Cap Tech
Josh Schachter warns that today's market resembles the late-1990s tech bubble, with investors overly concentrated in the Mag 7 and semiconductors. He favors small-cap value stocks in healthcare, industrials, and consumer discretionary, arguing they are better positioned to outperform as monetary policy remains restrictive.
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9 min - Tech Takes Wall Street Steering Wheel Despite Iran War & Canadian Tariff Pressures
Attention is shifting from the macro to earnings, says Kevin Hincks, and its showing in Tuesday morning's price action as tech retakes command of Wall Street. However, as he explains, the mounting tensions between the U.S. and Iran can set the foundation for a failed rally later in the session. President Trump implementing 50% tariffs on Canada adds pressure to international tensions. Kevin also outlines key micro movers with Nvidia's (NVDA) boosted stake in Nebius (NBIS), along with earnings in General Motors (GM) and Northrop Grumman (NOC).
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12 min - Chart of the Day: WDAY
Workday (WDAY) is starting Tuesday's trading day on the wrong foot after Morgan Stanley downgraded the stock and lowered its price target. Charles Schwab's Ben Watson adds that the 20-day chart shows potential for significant downward pressure on shares. The one-year chart shows more hope as Ben outlines key levels for bulls to watch.
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3 min - 50% Tariffs Hit Canada, TSM Raising Prices & NVDA Boosts NBIS Stake
The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the key points to keep in mind and how it affects Tuesday's trading session. In equities, he talks about reports saying TSMC (TSM) will raise its chip prices in 2027, though it's not dampening price action. Nvidia (NVDA) added assurance to the tech trade by announcing a 9.3% passive stake in Nebius (NBIS).
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11 min - Renewed Inflation Concerns Raise Rate Hike Chances & Questions on Fed Communication
"Inflation took a bit of a breather last month" due to tensions between the U.S. and Iran cooling off, says Mark Hamrick, though the reverse is happening in July. He says a strong chance for an interest rate hike is back on the table for 2026 because of the conflict. Mark discusses further on the Fed and confusion around its future communication, calling out concern on Fed Chair Kevin Warsh "holding his cards close to the chest."
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9 min - Thatcher: GOOGL & TSLA Earnings to Reignite Mag 7 Bull Run, MSFT Undervalued
Ted Thatcher says there's an opportunity for Alphabet (GOOGL) and Tesla (TSLA) to reignite bullish momentum for the Mag 7 with their earnings Wednesday. He talks about the key metrics for investors to keep in mind when both companies report. Microsoft (MSFT) is another name in the cohort Ted believes is currently undervalued despite what he calls a "misstep" in AI optimization. However, as Ted explains, "so long as this war stays kinetic" between the U.S. and Iran, equities will see lasting pressure.
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10 min - Stock Market Today: MSFT-AMD Partnership, GOOGL Server Chip & BABA AI Model
Marley Kayden talks about Microsoft’s (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet’s (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba’s (BABA) launch of its new Qwen 3.8 Mx AI model.
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2 min - Monday’s Final Takeaways: Iran Negotiations & PSKY-WBD
Marley Kayden discusses Iran signaling a potential willingness to return to negotiations, a development that could reopen diplomatic talks if momentum continues. She also talks about the legal snag facing the proposed Paramount Skydance (PSKY)-Warner Bros Discovery (WBD) merger and what it could mean for the deal moving forward.
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3 min - Market Growth in 2027: The Semiconductor Industry in Focus
Brendan Burke discusses the semiconductor space and his expectations for second quarter chip earnings. He talks about the importance of hyperscaler CapEx to the chip trade and says the market can grow at a high level in 2027 with the bottlenecks that are still in place in the market. Brendan also touches on what to watch for in Alphabet’s (GOOGL) report.
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9 min - Cory Johnson Talks SPCX, Upcoming IPOs & AI Boom Outlook
Cory Johnson, chief market strategist at Epistrophy Capital Research, analyzes SpaceX’s business model and revenue streams, examines the company’s AI capabilities compared to its competition and previews the upcoming OpenAI and Anthropic IPOs. Cory also takes a closer look at the impact Elon Musk has on his companies and what that means for the stock price.
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51 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.