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Schwab Network episodes
- Fed's Tightrope Act: Inflation Woes Meet Crowded AI Trade
Walker Williams discusses rising market uncertainty, pointing to the Fed’s difficult position as inflation and geopolitical tensions could push policy more hawkish. He highlights growing concentration risk in the AI trade, noting its outsized weight in the S&P 500 (SPX) and MSCI Emerging Markets Index, including Samsung and TSMC (TSM). Williams also questions whether AI-driven earnings can keep pace with massive capital expenditures.
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8 min - Wednesday's Morning Movers: AI Manufacturer PT Hikes, JBL & LZB Beat Earnings
At the opening bell, Diane King Hall discusses this morning’s top moving stocks in companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) receiving price targets hikes from Citigroup. She also highlights earnings movers in Jabil's (JBL) earnings beat and La-Z-Boy (LZB) raising guidance as U.S. consumers show strength.
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7 min - Inflation Fight Complicates Fed's Path as AI & SPCX Valuations Raise Flags
James St. Aubin breaks down how the Fed is balancing dovish tendencies with the need to combat inflation. He explains how potential bank deregulation could help offset the effects of a shrinking balance sheet. James also warns that elevated valuations in SpaceX (SPCX) and AI-related names could trigger a broader “crisis of confidence” if sentiment shifts.
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8 min - Hincks: U.S. Economy "Michael Jordan with Sprained Ankle," All Eyes on Fed
May's retail sales print showed continuing strength in U.S. consumers even as they faced higher prices at the gas pump, says Kevin Hincks. With gas prices trickling lower, he believes that strength will accelerate. It also will affect how new Fed Chair Kevin Warsh will handle interest rates and future projections as all eyes turn to Wednesday's decision.
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6 min - NVDA, INTC & QCOM: Foundational AI Stocks Ivan Feinseth Favors
Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" company as it remains in the epicenter of the AI trade and carries substantial market momentum. Ivan also makes the case for Intel (INTC) as builds up its rebound story.
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8 min - Treasury Yields Challenge Commercial Real Estate, Private Credit 'Stabilizing Force'
Greg Friedman lays the foundation for what he believes investors should expect in the commercial real estate space ahead. Treasury yields hovering around 4.4% isn't helping the environment, with Greg explaining that a possible move above 5% will rattle the market. However, he sees private credit as a "stabilizing force."
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9 min - Chart of the Day: LEN
Shares of Lennar (LEN) are showing signs of repair, says Charles Schwab's Rachel Dashiell. She highlights how the stock found recent support and needs a move after earnings to confirm a new bottom. Rachel shows a five-year chart to highlight the long-term stress seen in Lennar.
======== Schwab Network ========
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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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4 min - Fed's Interest Rate Decision Today, SPCX Blasts Off & INTC 18A-P Ignites Rally
A memorandum of understanding may not be as understood by President Trump as expected. Tom White talks about the words from the administration signaling a possible reignition of conflict. The Fed's interest rate decision Wednesday is another macro mover that will be divisive, as new Fed Chair Kevin Warsh has to set the table for FOMC expectations moving forward. In equities, SpaceX (SPCX) continues to dominate headlines as post-IPO optimism blasts off. Tom also talks about Intel's (INTC) rally.
======== Schwab Network ========
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11 min - Stock Market Today: SPCX Announcement, NVDA Debt & APPL New Release
SpaceX (SPCX) surpassed Amazon’s (AMZN) market cap on its third day of trading and announced a new deal for the end of the year. Nvidia (NVDA) saw its first debt dispensation since 2021, and Apple (AAPL) announced a release date for a new flip phone and camera-equipped AirPods.
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2 min - Tuesday's Final Takeaways: SPCX Extends Post IPO Rally, Oil Falls & CVNA Expands
Marley Kayden talks about SpaceX (SPCX) extending its post IPO rally and continuing gains throughout the trading day. She also discusses falling oil prices and Carvana's (CVNA) expansion into a new car market.
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4 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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