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Schwab Network episodes
- Tech Corner: CRWD Riding the A.I. Cybersecurity Wave
In this Tech Corner, George Tsilis breaks down how CrowdStrike (CRWD) is benefiting from rising demand for cloud security, AI-driven threat detection, and next-generation SIEM solutions, while highlighting the company's strong earnings and accelerating growth.
George also examines the key risks for investors, including CrowdStrike's premium valuation, profitability concerns, and growing competition in cybersecurity.
======== Schwab Network ========
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7 min - Stock Market This Week: NVDA & META Rally, SK Hynix Makes U.S. Debut
Mag 7 giants Nvidia (NVDA) and Meta Platforms (META) saw a week-long rally while SK Hynix (SKHYV) made a strong public trading debut in the U.S. Sam Vadas talks about the biggest tech headlines catching investor attention throughout this week.
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2 min - Friday's Final Takeaways: META's Strong Week & SK Hynix's U.S. Debut
It was another interesting week for the tech trade, as Sam Vadas discusses her top takeaways Meta Platforms' (META) strong run, and SK Hynix's (SKHYV) Nasdaq debut.
======== Schwab Network ========
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4 min - Derek Matthews on AI's Energy Demands & Nuclear Power's Role in Buildout
Derek Matthews discusses the growing strain AI and advanced manufacturing place on the U.S. power grid and why new infrastructure is needed. He explains how self-sufficient innovation hubs can generate their own energy, support local communities, and help meet rising demand while advancing national security goals.
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8 min - Progress Software CEO on NVDA Partnership & Next Wave of Enterprise AI
Progress Software (PRGS) CEO Yogesh Gupta discusses the company's strong earnings and growing demand for enterprise AI solutions. He explains how Progress helps reduce AI processing costs and highlights its partnership with Nvidia (NVDA) to bring advanced AI infrastructure directly to businesses.
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9 min - David Carr on Delta’s Pricing Power, Bookings, and Marketing Strategy
David Carr of SimilarWeb explains that while traffic to Delta Air Lines’ (DAL) website is rising, bookings have grown more slowly as the airline prioritizes profitability over volume. He also highlights Delta’s investment in premium offerings and targeted search advertising, which continues to attract high-value customers.
======== Schwab Network ========
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12 min - Michael Boyd on Delta’s Premium Edge, Debt Reduction, and Airline Industry Trends
Michael Boyd explains why Delta Air Lines (DAL) continues to outperform, driven by strong demand for premium travel and industry-leading customer service. He also highlights Delta’s 17% year-over-year debt reduction and discusses the challenges facing budget airlines.
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5 min - Hot CPI Fears, Sticky Inflation, and How AI Could Boost Productivity
Eric Parnell and Brian Jacobsen examine the latest inflation outlook, including the impact of oil prices and persistent services inflation. They also discuss how AI-driven productivity gains could help ease price pressures and why the Fed is likely to remain patient on rate cuts.
======== Schwab Network ========
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8 min - Charts to Watch: SPX, GILD, MSI
Kevin Horner of Charles Schwab highlights key technical levels for the S&P 500 (SPX) as the index approaches all-time highs. He also points to bullish breakout setups in Gilead (GILD) and Motorola Solutions (MSI), with both stocks showing signs of new uptrends.
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6 min - Graham: GOOGL & AVGO Strongest Companies in Hyperscaler & AI Chip Gap
Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and custom silicon capabilities. He also talks about token pricing effects from a tentative cooldown.
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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.