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Schwab Network episodes
- NVDA Vera Rubin & INTC Partnerships Solidify AI Chip Surge, SMCI Sells Off
Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting stocks. He's looking for Intel (INTC) to solidify its place through more partnerships. On Nvidia, Stephen explains how the company's Vera Rubin chip signals the first significant step of cutting AI costs.
9 min - Charts to Watch: SPX, COF, MRK
Charles Schwab's Rachel Dashiell highlights rising market breadth, with the S&P 500 (SPX) equal weight index and NYSE advance-decline line hitting new highs despite pressure on the broader index. She points to rotation into healthcare, financials and industrials, while flagging a potential double bottom in Capital One (COF) and a bullish breakout setup in Merck (MRK) supported by Keytruda news.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - Inside Volatile SPCX IPO Run, Growing ETF Access & Accelerating Partnerships
Direxion's Ryan Lee breaks down SpaceX’s (SPCX) volatile post-IPO trading, noting strong demand even as the stock remains in price discovery. He points to Elon Musk’s influence, AI trends, and geopolitical catalysts driving swings, while highlighting his firm's 2X Daily SpaceX Bull ETF (LOFF) for exposure. Ryan also flags SpaceX’s partnership with T-Mobile (TMUS) and Charter Communications (CHTR) as signs the company is expanding its reach.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - GrayMatter Robotics CEO on AI Solving Labor Shortages & Limiting Injuries
Ariyan Kabir, CEO of GrayMatter Robotics, talks about how robots in manufacturing solve labor shortages. The labor span across manufacturing is worth $7 trillion on an annual basis, but Ariyan says there are not enough workers to do it all because of injury risk. Ariyan explains how his company brings AI to businesses to prevent those injuries and increase workplace production.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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8 min - Where AMZN, GOOGL, META & MSFT Stand in AI Race Challenged by Hawkish Fed
Jed Ellerbroek talks about the latest market moves in the tech sector, highlighting companies Meta Platforms (META), Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN). He says these firms are generating strong returns on their data center investments and are well positioned for continued performance. Jed also speaks on expectations around Federal Reserve leadership under Kevin Warsh.
======== Schwab Network ========
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7 min - Ca$htag$: Is McDonald’s (MCD) a Buy After a 20% Drop?
Andy Swan of LikeFolio says McDonald’s (MCD) looks attractive after falling more than 20% from record highs. He points to strong consumer demand and value-focused menu strategies, adding that the company’s resilience and ability to navigate macro shifts support its long-term outlook.
======== Schwab Network ========
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8 min - Rogers Healy Breaks Down Venture Capital’s Pivot to Discipline & Real Returns
Rogers Healy says venture capital is shifting away from speculation toward disciplined investing with a clear path to profitability. He notes that while AI captured 65% of funding last year, investors are prioritizing experienced leadership, human capital, and consumer brands with tangible products.
======== Schwab Network ========
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10 min - MU Earnings Takeaways & Global Memory Shortage Impacts on AI Trade
Dave Mazza and Ryan Shrout discuss their biggest takeaways from Micron's (MU) earnings and what it means for memory stocks moving forward. Dave explains why ongoing supply constraint margins will be higher than average moving forward while Ryan talks about his outlook for memory stocks beyond Micron. They also examine how the global memory shortage is impacting the tech industry.
======== Schwab Network ========
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6 min - The Big 3: CRWD, VLO, MU
Scott Bauer of Prosper Trading Academy walks us through today's Big 3, looking at stocks all tied to the AI trade. He discusses CrowdStrike’s (CRWD) recent surge, highlights key resistance areas for Valero Energy (VLO), and Micron’s (MU) recent pullback following earnings as opportunities he sees in the market. Scott offers example options trades for his picks while Rick Ducat walks us through key technicals 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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13 min - Thatcher: Why SPX Equal Weight Outperforms, MU & Samsung Critical in AI Trade
Ted Thatcher explains why the equal weight S&P 500 (SPX) has been outperforming, along with the current opportunities he sees on Wall Street as participation broadens. Companies like Micron (MU) and Samsung are the chipmakers Ted calls the most important for AI's forward momentum.
======== Schwab Network ========
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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.