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Schwab Network episodes
- Using Founder-Led Companies in ETFs & Portfolios
Lauren Cassidy, co-founder of Founder ETFs, explains how her firm selects companies for financial products. She explains why she believes founder-led companies tend to perform stronger compared to peers. Lauren also makes the case that AI will change the way many of these companies operate and explains how it will affect which stocks her firm selects for portfolios, including tech-led companies like SpaceX (SPCX) and Palantir (PLTR).
======== Schwab Network ========
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7 min - Behind Nasdaq Performance: How AI & Market Dynamics Shake Up Tech
Nasdaq's Sal Bruno talks about the three pillars affecting market performance in the index. He says fundamentals have the largest impact because they drive earnings, followed by the U.S.-Iran war and macroeconomic conflict. Sam also discusses the importance of AI to the markets growth and looks inside the recent tech sector rotation.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - Lower Oil Prices Could Fuel the Next Consumer Boom
Dryden Pence explains why declining oil prices, despite ongoing instability in Iran, could provide a meaningful boost to U.S. consumers and the broader economy. He discusses the economic tailwind from lower energy costs and shares his top energy stock picks, including Exxon Mobil (XOM) and Chevron (CVX).
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - Analyzing MU & Global Memory Chipmakers' Role in AI Buildout
Kurv Investment Management's Howard Chan talks about his firm's KMEM ETF and how it offers investors exposure to global AI memory businesses. He then talks about memory's role in AI infrastructure by highlighting chipmakers Micron (MU), Samsung and SK Hynix.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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5 min - STZ Earnings Show Demand for Beer Hasn't Spilled Over
Beer remains a bright spot for beverage companies as Constellation Brands (STZ) benefits from strong demand for Modelo, Corona, and Pacifico despite weakness in wine and spirits. Bill Kirk and Phil Kafarakis discuss the consumer trends supporting beer sales, the impact of major events, and the continued growth of Anheuser-Busch's (BUD) Michelob Ultra.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - Charts to Watch: SPX, DAVE, UPST
Charles Schwab's Rachel Dashiell breaks down the technical outlook for the S&P 500 (SPX), highlighting improving market breadth and a potential bullish momentum crossover that could support new record highs. She also discusses favorable setups in consumer finance names Dave Inc. (DAVE) and Upstart Holdings (UPST), which may benefit from a stable interest rate environment.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - Bending Spoons' CEO on IPO and Acquisition Playbook
Bending Spoons (BSP) CEO Luca Ferrari discusses the company's IPO and how public markets will support its acquisition-driven growth strategy. He explains the firm's approach to buying underutilized digital brands, including AOL, and transforming them through technology, talent, and operational improvements while highlighting Bending Spoons' long-term vision for expansion.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - Ca$htag$: PLTR Path Ahead Through AI Software & Commercial Growth
Landon Swan from LikeFolio discusses whether Palantir’s (PLTR) business could become commoditized as AI continues to grow its commercial customer base. He examines the difference between consumer sentiment and investor sentiment surrounding Palantir as the company's software becomes more embedded in customer operations.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - NKE Posts Earnings Beat, Needs to Leap Over China Hurdle
Nike (NKE) is rallying despite continued sales pressure and weakness in its direct-to-consumer business. Tom Nikic and Zach Warring discuss wholesale-driven growth, consumer caution, and why a turnaround in China remains key to the stock's upside.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - U.S. Government Lifts Anthropic Foreign Restrictions, Profit Path Key Overhang
James Czerniawski discusses Anthropic and the U.S. government lifting foreign access restrictions on Anthropic’s latest models. He says the company's IPO decision will depend on the market and how competitors like OpenAI are performing. James adds that both companies are burning lots of cash trying to keep up and need a clear path to profitability.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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.