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Schwab Network episodes
- September 2026 STAX: ETFs, SPCX, NVDA Lead Buys as Diversification Move Stocks
Charles Schwab clients diversified their portfolios throughout September, highlighted by what Joe Mazzola considers a unique trend in sharp ETF inflows. As he says, not just one ETF made the top 10 buys in the month, but five. Among the top equity buys in September: SpaceX (SPCX), Amazon (AMZN), Broadcom (AVGO), and Nvidia (NVDA). Meta Platforms (META), AMD Inc. (AMD), Palantir (PLTR), and Intel (INTC) were the top sells. Joe Mazzola sifts through all his data from Charles Schwab investors to explain how profit-taking and macro caution gripped momentum — and may continue to do so.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - The Big 3: GOOGL, EXPE, DRAM
Scott Bauer of Prosper Trading Academy tells investors to expect "a lot of volatility" in October as he sees it as the most volatile month of the year. That said, he highlights trading opportunities in stocks and ETFs he expects to weather the storm. Scott takes investors through his example options trades in Alphabet (GOOGL), Expedia (EXPE), and the Roundhill Memory ETF (DRAM). Kevin Green support Scott's analysis by taking investors through key levels to watch in the 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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11 min - Mega Cap Highs Mask Cracks Beneath the Surface
Paul Schatz, founder and president at Heritage Capital, sees a split market with mega-cap tech at highs while the average stock is down over 20%. He advises caution in Q4, says October needs a 5% pullback to fuel a year-end rally, and is bullish on Bitcoin toward 100,000 into Q1 2027.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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10 min - Can Zscaler Turn AI Hype Into Real Revenue Growth?
Morningstar Wealth's Ahmed Khan says Zscaler (ZS) is positioned to benefit from AI-driven network traffic growth but has underperformed peers like CrowdStrike (CRWD), Fortinet (FTNT), and Palo Alto (PANW) due to weaker execution and its narrower focus on network security. He sees the upcoming investor day as a chance to address concerns around AI monetization and the recent CRO departure. Tom White demonstrates an options trade using Zscaler.
======== 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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Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
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8 min - MSFT "Adults in Charge" for AI? Upgrade Signals Azure Bull Case
Melius Research upgraded Microsoft (MSFT) to buy from hold and sees a strong case building for the Mag 7 giant's Azure cloud platform. Marley Kayden takes investors through the key takeaways from the analyst note, which explains why the firm sees Microsoft and its team as the "adults in charge" for the AI trade. Prosper Trading Academy's Charles Moon walks through his example options trade for the Big Tech 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
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
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8 min - "Don't Pick Up Nickels in Front of a Steamroller:" Warning for Fixed Income Investors
It's going to be a light week for economic data, says Charles Schwab's Cooper Howard, though he points out scrutiny on inflation data remains high amid a Fed interest rate hiking cycle. As for how it affects fixed income, Cooper tells not to "pick up nickels in front of a steamroller" as volatility grips the bond market. One opportunity he highlights now: municipal bonds due to expected outperformance compared to Treasury yields.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - Jay Woods on NVDA, Mag 7 Making "K-Shaped Market," SPX Key Levels
Jay Woods of Freedom Capital Markets tells investors to always keep one eye on the AI trade, particularly Nvidia (NVDA) as it taps the door on another new record high. It comes as market breadth across the S&P 500 (SPX) stumbles, though as Jay explains, the upcoming earnings season has opportunity to lift stocks across Wall Street. Meanwhile, the Mag 7 stocks have soared, though Jay has concerns that these stocks reclaiming leadership is creating a "K-shaped market." He then outlines a path for the S&P to reach a new all-time high.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - Bullish Flows Bolster SPX as Crude Oil & Diesel Prices Remain Elevated
ISM services and PMI composite data roughly hit in-line with Wall Street estimates while confirming a continuing uptick in prices. As Kevin Green explains, the prints pushes equities toward a move higher. In the commodity space, crude oil moves have stayed quiet even as prices remain elevated near $90 a barrel. KG warns that Treasury auctions can ramp up volatility in yields. As for the S&P 500 (SPX), he sees bullish activity when turning to the options space.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min - Can AI Spending Offset a Stretched Consumer and Rising Rates?
Justin Bergner sees midterm elections as a clearing event but warns that rising rates, declining real wages, and a stretched consumer create more downside risk than upside. He is skeptical that AI CapEx productivity gains can fully offset consumer weakness and is modestly defensively positioned. He likes Ferguson (FERG) and Genuine Parts (GPC) in industrials, Fifth Third (FITB) in financials, and Smucker's (SJM) as a discounted defensive play.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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9 min - Monday's First Moves: CHRW & RXO Merger, PTC Acquisition, DKNG Upgrade
C.H. Robinson (CHRW) seeks to strengthen its transportation empire with an acquisition of RXO (RXO). As Diane King Hall points out, it's not the only acquisition moving Wall Street on Monday, highlighting Schneider Electric's $20 billion deal to buy PTC (PTC). She also talks about an upgrade in DraftKings (DKNG) from BofA.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min
About Schwab Network
From the publisher's feed
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