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Schwab Network episodes
- ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes
Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD).
======== Schwab Network ========
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12 min - Stock Market Today: ORCL Earnings, TSM & SMCI Tumble
Oracle (ORCL) announced record fourth quarter earnings beating analysts' predictions. TSMC (TSM) fell today although the company's revenue was up, and Super Micro (SMCI) took a massive tumble coming in as the S&P 500's (SPX) worst performer.
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2 min - Wednesday's Final Takeaways: May's CPI & TSM Revenue
Marley Kayden talks about May's CPI beating expectations marking the highest number we've seen in three years. Sam Vadas discusses TSMC (TSM) May revenue rising despite the company falling below analysts' expectations.
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6 min - Chad Beynon on Gaming Trends: Regulation Risks, Local Play Growth, and World Cup Wagers
Macquarie's Chad Beynon breaks down mounting regulatory pressure on prediction markets, particularly around player props, and the implications for the broader gaming industry. He highlights a shift in consumer behavior toward regional casinos and closer-to-home entertainment amid evolving spending trends. Chad also outlines expectations for the World Cup to drive significant global betting, with growing participation in the U.S. sports betting market.
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7 min - Crypto Corner: Institutional Rotation Near Bitcoin's 52-Week Lows
Fund flows for Bitcoin have not been favorable for bulls in the crypto space, says Charles Schwab's Adam Lynch. He points the price action to institutional derisking as Bitcoin falls back toward $60,000. On the macro front, Adam discusses what headwinds he sees ahead for the Clarity Act as Congress faces pressure to pass the legislation.
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6 min - Hatfield: Flawed Inflation Data Sets Up Rate Cuts, Resilient Stocks Despite Geopolitics
Jay Hatfield argues inflation is being overstated, pointing to distorted shelter data in CPI. He expects up to three rate cuts in the next year and sees the S&P 500 rising to 8,200, with upside to 9,000 if geopolitical tensions ease. Hatfield also highlights tech-driven growth, U.S. natural gas strength, and calls for the Fed to incorporate money supply and oil prices into its forecasts.
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9 min - ORCL $500B Backlog: Balancing Orders & CapEx to Create AI ROI
Just ahead of Oracle's (ORCL) earnings after Wednesday's close, Steven Dickens says the company's backlog will be the biggest metric to watch, along with how it converts it all into revenue. How Oracle builds out AI infrastructure and balancing it with future CapEx are also paramount to Steven, though he doesn't see it as a concern. He calls Oracle the "fourth hyperscaler" and sees the company competing against existing giants in Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN).
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9 min - WEBs Investments' ETF Slate & Ways to Defend Portfolios Against Volatility
Kevin Rich of WEBs Investments talks about the ETFs his firm uses for a variety of situations investors face and the story ETF flows are telling right now. From concentration risk, market rotation, and uncertainty on interest rates ahead, Kevin explains how investors can use his firm's ETFs to fend off volatility.
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7 min - Sticky Inflation Complicates Fed Outlook as CPI Hits 4.2%
Ken Kim and Yelena Shulyatyeva break down the latest CPI report showing a 4.2% year-over-year increase, in line with expectations but pointing to persistent inflation pressures. They discuss what the data means for the U.S. economy, including potential Fed policy responses. The economists also examine how rising prices could impact consumer spending going forward.
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7 min - Charts to Watch: SPX, BAC, MDLZ
Charles Schwab's Kevin Horner says the S&P 500’s (SPX) recent 5% pullback is within normal expectations from a technical perspective. He highlights Bank of America (BAC) as a relative strength standout and points to Mondelez International (MDLZ) for its consistent pattern setup and short-term upside potential. Horner cautions that resistance levels remain key for traders navigating the current market.
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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.