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Schwab Network episodes
- Retail Sales Shows Consumers Staying Resilient, TSM Adds Equity Pressure
Kevin Hincks kicks off Thursday's trading session with a glimpse at the retail sales that show a still-resilient American consumer. On the other side of the Fed's dual mandate, he talks about the "low hire, low fire" jobs environment he sees offering some strength to the economic picture. TSMC's (TSM) gross margins added pressure to the stock and the global tech trade, which Kevin Hincks attributes to the selling action in the sector to start the day. He also notes GE Aerospace (GE) and its earnings.
======== Schwab Network ========
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11 min - Data Centers to Nuclear Power: Where AI CapEx Creates Market Winners
Tom Maher discusses how AI spending is creating opportunities beyond mega-cap tech, benefiting engineering, construction, data center, and power infrastructure companies. He also highlights Ralph Lauren (RL) and YETI Holdings (YETI) as attractive growth opportunities driven by strong brands and market positioning.
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10 min - Thursday's Morning Movers: UNH & JBHT Rally, UAL Falls After Earnings
It's all about earnings for Diane King Hall when it comes to Thursday's top stories. United Airlines (UAL) saw turbulence in its stock after beating, coming in part from expectations that the airliner will take a hit from rising crude oil prices. In contrast, J.B. Hunt (JBHT) shares opened at a new all-time high. Diane then turns to new life in UnitedHealth (UNH), which tapped a 52-week high after reporting an earnings beat and guidance above Wall Street estimates.
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7 min - Jeff Weniger Outlines 2H26 Expectations for "Raging Bull Market"
Jeff Weniger has a strong outlook for what he calls a "raging bull market." He says earnings growth can reach 20% into 2027, adding that he sees no red flags in the jobs market. As for Kevin Warsh and the Fed, Jeff doesn't anticipate interest rates to move much higher than current levels, and even says there's a chance the FOMC is more dovish than Warsh is willing to admit.
======== Schwab Network ========
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6 min - TSM Earnings & $100B U.S. Investment Not Enough for Traders, UNH Rallies
Investors taking profits in AI memory names like SK Hynix (SKHY) and Samsung overseas is something Tom White sees hitting U.S. stocks. TSMC's (TSM) earnings added volatility to the tech trade even after it beat and announced an additional $100 billion investment into the U.S. Tom turns to the healthcare sector by talking about UnitedHealth's (UNH) earnings and how it shows the company "correcting the pains" it brought to investors in 2025. GE Aerospace (GE) and United Airlines (UAL) shares also traded lower despite a strong report.
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13 min - Diton: Don't Overload on Tech Stocks, Volatile 2H26 Leading to Strong 2027
Eric Diton advises not go all-in on AI, pointing out that while it is necessary for long-term investors to have exposure to the trade, volatility will create massive swings. He explains tactics you can use to diversify your portfolio and talks more about the volatility he anticipates in the back half of 2026. However, Eric points out earnings strength as a positive and expects a bumpy end to 2026 to open the door to a strong 2027.
======== Schwab Network ========
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8 min - Chart of the Day: ETSY
Etsy Inc. (ETSY) shares have experienced a strong bullish regime, says Rachel Dashiell of Charles Schwab. The momentum was enough to carry the stock back to three-year highs. However, Rachel says it's critical that momentum continues and uses a five-year chart to highlight the crossroads the stock is currently at.
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4 min - Crypto Corner: BIP-110's Blockchain Impact & Bitcoin's Key Levels
Charles Schwab's Jim Ferraioli talks about what BIP-110 means for crypto data fields and why some see it as a bullish catalyst for the crypto space. It comes as Bitcoin taps $65,000 for the first time in almost a month. Jim walks investors through key levels he's watching in Bitcoin's price action as the cryptocurrency continues to trade almost 50% below record highs.
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10 min - Stock Market Today: ASML Earnings, AI Memory Slides & PYPL Takeover Buzz
Tech Markets saw major moves as ASML Holding (ASML) delivered a strong earnings beat and guidance raise on AI driven chip equipment demand. AI memory stocks faced pressure from rising Chinese competition. PayPal (PYPL) jumped after reports of a potential $53 billion acquisition offer. Sam Vadas takes investors through the top stories of the trading session.
======== Schwab Network ========
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2 min - Wednesday’s Final Takeaways: Cooler PPI & Chinese ADRs
Sam Vadas discusses PPI data coming in cooler than expected reshaping inflation concerns. She also touches on investors rotating into Chinese ADRs.
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3 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.