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Schwab Network episodes
- Why the Market is Separating AI Winners from Losers
Shay Boloor explains why the market is becoming more selective within the Mag 7, with investors rewarding winners over laggards as AI matures. He also discusses why the debate around AI CapEx is now increasingly company specific and names the top stock of the Mag 7.
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10 min - Why REITs, Utilities and Staples Could Benefit From Fed Rate Cuts
Paul Schatz expects a Q3 market pullback driven by stretched sentiment and historical midterm election year trends. He discusses why a potential Fed rate cut could benefit REITs, utilities, and consumer staples, while setting the stage for new market highs in Q4.
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8 min - Francis: High Bar for Earnings Season Faces Higher Valuations
Convexitas CEO Zed Francis discusses the tech-driven market gains of Q2, the Fed's transition, and the growing role of debt markets in financing AI infrastructure. He also warns that elevated valuations could lead to sharp market reactions if earnings fail to exceed expectations.
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10 min - Clear Street Explains SPCX Bull Note, Points to Strong AI Positioning
Brian Dobson and Greg Pendy from Clear Street examine SpaceX’s (SPCX) edition to the Nasdaq-100 (NDX) Tuesday. The firm initiated SpaceX coverage with buy rating and a $217 price target. They explain why they believe the Elon Musk-led company is poised to become a leader in AI data centers and SpaceX's outlook.
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9 min - Credit Provisions & Margins Pressure Big Banks Ahead of Earnings Season
John Petrides and Christine Short preview bank earnings season, highlighting trading, investment banking, and wealth management as potential tailwinds. They also discuss pressure from credit provisions and net interest margins, with JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) in focus.
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9 min - Bullish Bitcoin Thesis After MSTR Sale, Fed Bearish Threat Looms
Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed’s impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.”
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8 min - Addressing AI Gaps: Steven Dickens on IBM's Data Center & Cloud Potential
Steven Dickens examines IBM Corp.'s (IBM) recent performance, believing the company has a solid tech platform. He touches on how it is addressing data center constraints and hybrid cloud gap as AI evolves. Steven sees a recent announcement that IBM will expand its enterprise infrastructure as a bullish indicator.
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8 min - Ted Thatcher's Bull Case for 8,000 SPX & MU Room to Run
"The markets are cheaper now than they were at the beginning of 2026," argues Ted Thatcher, making the case that the S&P 500 (SPX) will reach 8,000 by the end of the year. He points to the AI trade as a leading catalyst, sharing optimism that earnings have room to expand. However, Ted sees headwinds lasting in the form of the Fed. On Micron (MU), he believes the company is poised for a significant rally due to current P/E ratios and AI's "early innings."
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9 min - Ca$htag$: MSFT Consumer Trends Steady, Stock Falls 20% Y/Y
Megan Brantley from LikeFolio discusses Microsoft (MSFT) as the stock stays trapped in a bear market. Her firm's data shows consumer trends remain consistent for the Mag 7 company even as shares struggle to break free from a downtrend. Megan believes how the company uses AI will determine if demand trends reverse.
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9 min - Gold 25% Below Record High: Why Metals Trade Lost Its Luster
Prices for the yellow metal have fallen more than 25% from its all-time high. Derek Macpherson says investors initially overbought gold, setting the foundation for a substantial sell-off. Axel Merk adds that it is competing with the purchasing power of the current currency. They also talk about what to watch in the metals space and expectations ahead for gold.
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6 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.