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Schwab Network episodes
- AI Winners vs Losers: The Next Phase of AI
Shay Boloor and Ron Westfall discuss the evolving AI trade and how investors may begin separating scarcity from value across the ai ecosystem. Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, pointing to companies like Adobe (ADBE) and Salesforce (CRM).
======== Schwab Network ========
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9 min - Charts to Watch: JETS, XLV, SPY
Airline stocks including American Airlines (AAL) and Delta Air Lines (DAL) are rallying as oil prices fall and travel demand stays strong, pushing the JETS ETF to new highs. Charles Schwab's Rick Ducat outlines key technical levels for the group. He also highlights sector rotation, with healthcare names like Eli Lilly (LLY), Moderna (MRNA), and UnitedHealth (UNH) gaining momentum as the Health Care Select Sector SPDR Fund (XLV) moves higher.
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8 min - Fed Likely on Pause as AI Boom Drives a Market Divide
Horizon Investments CIO Scott Ladner explains why he expects the Fed to keep interest rates on hold. He also discusses how AI could unlock major productivity gains across the economy. Ladner highlights a growing market divide, with AI infrastructure providers outperforming companies applying the technology.
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7 min - Ca$htag$: Is META Winning Over Consumers?
Megan Brantley of LikeFolio breaks down consumer sentiment surrounding Meta Platforms (META) as shares trade near 52-week lows. She explains that investor sentiment has been weighed down by AI spending concerns, but says Meta continues to strengthen user engagement by keeping consumers on platforms longer. Megan also highlights that monetization per user is up 20% from a year ago.
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10 min - Low Sentiment, Strong Spending: What's Behind the Mixed Consumer Outlook
Eddie Yoon and Jan Rogers Kniffen discuss why weak consumer sentiment may not tell the full story. They point to falling oil prices easing inflation and strong spending from higher-income and middle-class consumers, with Macy’s (M), Tapestry (TPR), Ralph Lauren (RL), Walmart (WMT), and Amazon (AMZN) showing solid results. While lower-income consumers remain pressured, lower gas prices could unlock spending and support a stronger holiday season.
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6 min - Dennis Follmer: Markets Looking Past Geopolitical Uncertainty?
Dennis Follmer discusses why stocks appear to be responding positively to the current state of limbo between the U.S. and Iran, noting that markets have remained resilient despite geopolitical uncertainty. He then touches on what a Warsh-led Fed means for the economy and says that if inflation stays out of the way, the market could be positioned for a strong finish in the second half of the year.
======== Schwab Network ========
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7 min - The Big 3: DAL, MU, ON
StocksToTrade's Tim Bohen walks us through his Big 3 as he sees opportunities in the tech and energy sectors. He discusses Delta Airlines (DAL) benefitting from easing oil prices, names Micron (MU) as a key semiconductor play despite a strong year-long rally, and explains why Onsemi (ON) has a long-time revenue growth story. Rick Ducat walks us through the key levels he sees in the stock charts.
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17 min - From Hype to Discipline: Where Suzane Porske Sees Opportunity
Suzane Porske outlines her outlook for the second half of 2026, pointing to a shift away from hype and toward more cautious positioning. She highlights opportunities in AI infrastructure, energy, and banking, driven in part by demand for steady income. Porske favors a proactive but conservative approach, using ETFs instead of single stocks or IPOs in more stable sectors.
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8 min - Don't Forget AVGO: Gil Luria's Bull Case Amid Post-Earnings Stock Slump
Broadcom (AVGO) had a "great" earnings while other chipmakers like Nvidia (NVDA) posted "phenomenal" reports, a reason Gil Luria believes shares of the company have not outperformed as well. He considers Broadcom a company running on all cylinders on expectations it will ramp up its partnership with Alphabet (GOOGL). Gil also discusses what the company's Jalapeno AI chip it is developing with OpenAI means for the broader chipmaking space. Rick Ducat dives into an example options trade for Broadcom.
======== Schwab Network ========
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9 min - ON Slides on SYNA Deal, TD Cowen Downgrade & Options Trade
Marley Kayden discusses Onsemi (ON) after the chipmaker announced its $7 billion acquisition of Synaptics (SYNA), sending shares lower. She also talks about TD Cowen’s downgrade of Onsemi to Hold following the deal. Dan Deming walks us through an example options trade.
======== 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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5 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,…
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