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Schwab Network episodes
- Defense Spending Surge Creates Opportunity in RTX, LMT & GD
Bill Whelan says defense stocks offer an attractive opportunity as global military spending rises despite recent sector weakness. He favors RTX Corp. (RTX), Lockheed Martin (LMT) and General Dynamics (GD), with missile replenishment and production growth driving demand, though execution remains key.
======== Schwab Network ========
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7 min - Ca$htag$: UAL Soaring Above Rivals, Fuel Costs Weigh on Outlook
LikeFolio's Andy Swan says United Airlines (UAL) is gaining momentum with premium travelers as web traffic, loyalty and Starlink help it take share from rivals. He likes United’s long-term outlook but remains neutral ahead of earnings due to higher fuel costs and airfare affordability concerns.
======== Schwab Network ========
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8 min - Landing Pad Set for SPCX Earnings; Examining GE, RTX, NOC Reports
Andrew Chanin breaks down strong aerospace and defense earnings from GE Aerospace (GE), RTX Corp. (RTX) and Northrop Grumman (NOC), including why GE sold off despite its beat and raised outlook. He also previews SpaceX (SPCX) earnings, potential ties with Tesla (TSLA), its telecom ambitions and a reported $40 billion push into computing infrastructure.
======== Schwab Network ========
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6 min - Angel Studios CEO on the Audience-First Model Driving Growth
Angel Studios CEO Neal Harmon explains how its audience-driven model lets nearly 3 million Angel Guild members help greenlight content while sharing revenue with filmmakers. He highlights rapid membership and revenue growth, operating cash flow positivity, and why he believes the model gives Angel an advantage over Netflix (NFLX) and other major streamers.
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7 min - The Big 3: NVDA, AAPL, MSFT
The Mag 7 takes Tim Biggam's focus for today's Big 3 as what he calls a "sideways slog" grips markets. He discusses the key metrics behind his interest in Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT). Tim offers example options trades for all of his picks while Kevin Green highlights key support and resistance areas to watch 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
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14 min - "Matter of Time" Before AI Rug Pull? Patrick Mueller on Concentration, ROI Concerns
Concentrated earnings growth and robust AI spending have Patrick Mueller saying "it's only a matter of time" before a rug pull tied to missed AI expectations occurs in the stock market. Recent fragility on AI ROI and ballooning debt concerns seen in companies like CoreWeave (CRWV) have him taking a step out of the AI trade. However, he finds investment opportunities in oil refiners and even the AI buildout through the Smart Grid ETF (GRID).
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9 min - Lang: RTX, NOC Ready for a Defense Stock Rebound After Earnings
Bob Lang says strong demand, rising backlogs and attractive valuations make defense stocks like RTX Corp. (RTX) and Northrop Grumman (NOC) buying opportunities, with AI and future defense spending adding to the outlook. He calls RTX his best-in-class pick. Tom White outlines a bullish December options trade on the stock.
======== 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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8 min - SOX Surge Adds Tech Muscle Amid AI Spending Concerns; 10-Year Yield Volatility Will Last
Joe Mazzola of Charles Schwab discusses the bounce back in tech after the trading day started in the red because of the cohort. The PHLX Semiconductor Index (SOX) leaping strong off the 11,000 level boosts his confidence that the AI trade can bolster a comeback. However, Joe says a clear path to profitability for AI-tied companies is essential to justify ballooning CapEx. Cooper Howard turns to fixed income and why the 10-year Treasury yield will continue to see lingering volatility as equities stay fragile. He turns to junk bonds and what to watch in that corner of fixed income.
======== Schwab Network ========
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8 min - GM Earnings & $20B Buyback Show Confidence, Guidance Pumps Brakes on Momentum
General Motors (GM) posting a strong earnings beat and confidence in 2027 guidance, topped with a $20 billion share buyback plan, wasn't enough to accelerate the bullish momentum in shares. Marley Kayden explains why she believes investors are taking their foot off the gas. Tim Biggam then takes the wheel and drives investors through an example options trade for General Motors.
======== 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 - The Dollar Bull Case: AI, Productivity and Strong U.S. Earnings
Steven Englander says strong U.S. productivity and earnings, helped by AI, could keep supporting the dollar despite concerns around AI debt, inflation and global deficits. He sees the 10-year yield potentially reaching 5.5%, warns Europe’s fiscal stress is spreading beyond France, and discusses how the midterms could reshape fiscal policy and the AI trade.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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,…
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