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Schwab Network episodes
- Why Falling Rates Could Power the Next Market Rally
Jay Hatfield discusses Treasury yields, Fed policy, and why he believes rates will move lower as housing and labor market conditions soften. Hatfield argues that higher yields have been driven primarily by a hawkish Fed and elevated oil prices, not AI spending or fiscal deficits, while maintaining an S&P 500 (SPX) target of $8,300. He also highlights Marvell (MRVL) as his top stock pick, citing its AI-driven growth outlook, and compares its opportunity to larger semiconductor names such as Nvidia (NVDA).
======== Schwab Network ========
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10 min - Dan Niles Tilts Bearish: How OpenAI Revenue Revision & Treasury Yields Tell Same Story
Dan Niles says he's currently bearish on the markets due to the Fed starting what he sees as a interest rate hiking cycle. Another central point of concern came Thursday when reports signaled OpenAI's annualized revenue will be $20 billion less than expected. Dan explains how the lower revenue expectations for the pre-IPO company creates a unique bear case for Meta Platforms (META), Amazon (AMZN), Alphabet (GOOGL) and other Mag 7 firms. It's a different case for Treasury yields, where Dan sees a bull case forming amid a slew of economic and macro headwinds.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - Ryan Detrick's Bull Case for Stocks Heading Into Earnings Season
Ryan Detrick discusses why he remains bullish on stocks despite concerns around AI valuations, higher interest rates, and slowing growth. Detrick points to improving market breadth, strength in financials and industrials, resilient consumer spending, and continued AI investment as reasons the bull market can continue. He also shares his outlook for earnings season, Fed policy, and why historical market trends suggest stocks may still have room to run.
======== Schwab Network ========
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9 min - Bearish Trends Pinning Bitcoin & Ethereum as CFTC, SEC Seek Federal Clarity
Charles Schwab's Adam Lynch recaps the recent bout of crypto weakness after Bitcoin tapped $87,000 just a couple weeks prior. He goes over the bearish trends pushing cryptocurrencies lower. Also on Adam's radar: the Token2049 conference in Singapore. He then addresses the CFTC and SEC bolstering crypto regulation on their own after the Clarity Act failed a key procedural vote in the Senate last month.
======== Schwab Network ========
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5 min - MSFT Challenges AAPL with NVDA Powered Laptop: Will it Win Over Customers?
"Who asked for this product?" It's the biggest question Peter Andersen asks for Microsoft's (MSFT) new Surface Laptop Ultra powered by Nvidia (NVDA) RTX Spark. While he notes the "impressive" AI capabilities the piece of tech can handle, Peter remains skeptical on profit expectations due to its "extremely steep" price point. He discusses ways Microsoft can win consumers over as many get ready for the upcoming holiday shopping season. The biggest challenger Peter sees getting in the way of success: Apple (AAPL).
======== Schwab Network ========
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10 min - Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit
Goldman Sachs raised its 2026 U.S. data center capacity by 5 gigawatts to 64GW in 2026 while lowering its 2027 forecast by 5GW to 90GW. As Lisa Martin explains, the data center boom is broadening and becoming more physical. However, additional commitments from Meta Platforms (META), OpenAI, and others don't offer much wiggle room amid existing supply constraints. Ron Westfall believes Goldman Sachs' estimates will come to fruition due to the demand push outweighing supply. He explains how AMD Inc. (AMD) and Western Digital (WDC) will serve as key beneficiaries in the expansion.
======== Schwab Network ========
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12 min - Ninepoint Co-CEO on Building an Energy Independence ETF
John Wilson, co-CEO and portfolio manager at Ninepoint Partners, discusses the newly launched ENRG ETF and the investment case for North American energy independence. Wilson highlights growing energy demand from AI, data centers, and electrification, while discussing opportunities in traditional energy, uranium, and critical minerals. He also points to holdings including Exxon Mobil (XOM), Chevron (CVX), Diamondback Energy (FANG), Suncor (SU), Cenovus (CVE), and Canadian Natural Resources (CNQ).
======== Schwab Network ========
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6 min - DAL Earnings Preview: Can Airlines Keep Passing Along Higher Costs?
David Nelson previews Delta Air Lines (DAL) earnings and discuss the broader airline sector. Nelson examines elevated fuel costs, softer passenger traffic, rising airfares, and airlines' efforts to maintain margins through premium seating and add-on fees. He also explains Delta's competitive advantages, including its refinery ownership, compares the outlook for competitors such as American Airlines (AAL), and discusses why investors will be focused on forward guidance and demand trends as earnings season gets underway.
======== Schwab Network ========
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8 min - Ca$htag$: Can DAL Deliver a Relief Rally After Earnings?
LikeFolio's Andy Swan discusses Delta Air Lines (DAL) ahead of earnings. Swan highlights strong travel demand, rising flight bookings, resilient consumer spending, and the continued strength of premium travel despite higher fares and elevated fuel costs. He also compares Delta with United Airlines (UAL), weighs the impact of pricing power, loyalty trends, and in-flight Starlink connectivity, and explains why he remains bullish on DAL heading into earnings.
======== Schwab Network ========
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10 min - PepsiCo’s (PEP) Next Challenge: Health, Wellness and GLP-1s
Tsvetta Kaleynska and Noah Kann discuss PepsiCo's (PEP) earnings beat and lowered full-year guidance. They examine weak North American trends, strong international growth and lingering investor concerns surrounding the Gatorade recall. The pair also discuss the shift toward lower-sugar, functional and protein-focused beverages, including PepsiCo’s Poppi acquisition. They argue that health, wellness and GLP-1 trends are creating a long-term change in consumer behavior across the beverage and snack industries.
======== 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.