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Schwab Network episodes
- Westfall: Strong Enterprise Demand Power ORCL AI Push as Cloud Gains Positioning
Ron Westfall highlights how Oracle (ORCL) is converting large AI deals into revenue, with strong momentum in its cloud infrastructure segment. He points to Oracle’s diversified portfolio and solid fundamentals as key strengths. Westfall says Oracle’s enterprise positioning and unique capabilities should support continued adoption and help the company hit its targets.
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8 min - Ca$htag$: COIN Gains Market Share in Bearish Crypto Regime
Coinbase (COIN) serves as a proxy play for Bitcoin, says LikeFolio's Andy Swan, which can be seen in its downward price action alongside the cryptocurrency. LikeFolio's data points to Coinbase gaining market share but at the cost of doing so in a bearish crypto environment. Andy also highlights more data signaling a decline in overall year-over-year visits to the platform. He offers perspective on how patience can pay off for crypto bulls.
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9 min - Oracle’s $50B CapEx Fuels Data Center Trade, Pressure Builds on Mega Caps
Jacob Sonenshine breaks down how Oracle’s (ORCL) $50 billion CapEx plan, including AI chips and data centers, supports infrastructure stocks. He notes limited expectations for spending cuts and warns that share issuance from Alphabet (GOOGL), Super Micro (SMCI), and Meta Platforms (META) weighs on sentiment. He advises waiting for downside momentum to slow before entering names like Microsoft (MSFT) or the broader S&P 500 (SPX).
======== Schwab Network ========
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8 min - Chewy (CHWY) Drops to 52-Week Low Despite Margin Strength and Growing Demand
Chewy (CHWY) hits a 52-week low after cutting its sales outlook, but Arun Sundaram notes its margin expansion remains intact with record adjusted EBITDA. Dan Geltrude points to strong demand, customer loyalty, and pricing power, while highlighting underappreciated growth in pet healthcare and pharmacy services tied to an aging pet population.
======== Schwab Network ========
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7 min - Merger at Risk: Antitrust Scrutiny Builds for PSKY–WBD Deal
Seth Schachner breaks down the mounting regulatory hurdles facing a potential Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) deal. He highlights concerns from state attorneys general over job losses and content market power, along with likely scrutiny from UK and EU regulators that could force asset divestitures.
======== Schwab Network ========
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10 min - The Big 3: TOL, DAL, MS
Today's Big 3 is focused all on the bears, as TheoTrade's Don Kaufman offers three bearish options trades for his picks. He points to Toll Brothers (TOL) as an outperformer in the housing space due for a pullback, Delta Airlines' (DAL) "catch-22" situation, and sees Morgan Stanley (MS) having a "rough ride" ahead with massive IPOs debuting this year. Rick Ducat backs Don's analysis with a look at key levels to watch 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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15 min - Oil at $80? What It Means for Inflation and Interest Rates
Ed Siddell breaks down the latest CPI report, pointing to energy prices as the main driver of inflation. He notes gas prices are stabilizing and could fall further if oil drops below $80. Siddell also expects the Fed to hold rates steady for an extended period, barring any escalation in geopolitical tensions.
======== Schwab Network ========
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7 min - Ted Thatcher Calls ORCL “Forgotten Hyperscaler” Ahead of Earnings
Ted Thatcher explains what he'll watch for in Oracle (ORCL) earnings after Wednesday's closing bell. He calls Oracle the “forgotten hyperscaler” as it expands data center and cloud capabilities. Ted says analysts are predicting Oracle to come in at or above expectations as he expresses his own bullish takes on the company. Tom White walks us through an example options trade for the stock.
======== 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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7 min - SMCI Sells on $7B Equity Sale: Will High Demand, NVDA Workload Bring Support?
Super Micro (SMCI) shares are experiencing a strong sell-off after the company said it will raise $7 billion of equity to help buoy costs on surging AI demand. Marley Kayden talks about how the company's AI workload with Nvidia (NVDA) and $39 billion in AU server orders offer a bright spot, though points to financial concerns as a lingering risk. Prosper Trading Academy's Scott Bauer 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
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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6 min - State of the Tech Sector: U.S.-Iran War, Bitcoin Adds Unseen Pressures
Charles Schwab's Nathan Peterson breaks down the factors for recent market softness caused mostly by the tech sector. He says there is a lot of volatility happening within the cohort, especially within the AI memory trade. Bitcoin's lagging price action is another pressure he sees impacting markets. Nate also investigates the outlook for market growth amid the lack of progress in U.S.-Iran peace discussions.
======== Schwab Network ========
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9 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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