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Schwab Network episodes
- 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.
======== Schwab Network ========
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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."
======== Schwab Network ========
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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.
======== Schwab Network ========
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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 - Solar's Growing Importance in AI Buildout as Energy Demand Surges
Kaitlyn Albertoli, CEO of Buzz Solutions, says we are seeing accelerating demand for electric infrastructure as the AI boom continues. However, adoption still faces challenges, especially in renewable energies like solar. Kaitlyn believes time and storage issues will become the biggest hurdles facing the AI buildout.
======== Schwab Network ========
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7 min - The Big 3: HD, EBAY, MU
For today’s Big 3, TheoTrade's Don Kaufman explains why Home Depot (HD) is going through a “necessary rotation,” sees a possibility for eBay (EBAY) shares to spike, and tilts bearish on Micron (MU) after its stellar surge. Don offers example options trades for his picks while Rick Ducat walks us through key levels 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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15 min - State of Stock Valuations into 2Q Earnings & Why to Watch National Debt
Dale Smothers talks about the state of current stock valuations as the upcoming earnings season looms. While indexes move higher, he argues the value of forward earnings is getting cheaper. Dale also draws investor attention to the national debt and explains why it's another metric worth watching.
======== Schwab Network ========
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9 min - Biggest Metrics Backing Bank Earnings & Citigroup (C) Options Trade
The financial sector will become Wall Street's biggest focus next week with JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC) and others all reporting earnings. Chris Whalen offers a closer look into his expectations for big banks amid an environment where the Fed shows a more hawkish stance. His big question: will credit expenses continue to fall, or will costs creep higher? Tom White offers an example options trade for Citigroup.
======== 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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9 min - Analysts Set Astronomical SPCX Expectations as Stock Debuts on NDX
Marley Kayden discusses SpaceX (SPCX) and its debut into the Nasdaq-100 (NDX) today after its record-setting IPO. She says multiple analysts are initiating coverage of SpaceX, with some predicting it will build over $800 billion in revenue by 2031. Analysts also cited Starship and Starlink as the major drivers. Tim Biggam walks us through an example options trade for SpaceX.
======== 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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7 min - MSTR Buying "Enough Time" & Bitcoin's Battle in Fundamentals v. Narratives
Strategy (MSTR) is selling more Bitcoin, though Charles Schwab's Jim Ferraioli says the company's plans buy it "enough time" to balance cash reserves for its Stretch (STRC) preferred stock. When it comes to Bitcoin, he talks about what he calls "classic" moves the cryptocurrency is currently experiencing and weighs fundamentals against current narratives.
======== Schwab Network ========
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7 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.