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Schwab Network episodes
- Thursday's Final Takeaways: GOOGL & SPCX Launch AI Chips into Space, ORCL & Tencent Deal
Alphabet (GOOGL) and SpaceX (SPCX) take what both companies consider a big step for AI's expansion into the final frontier. On Earth, Oracle (ORCL) signs a multi-billion-dollar deal with Tencent. Marley Kayden and Sam Vadas discuss their top takeaways of Thursday's session.
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5 min - How Ireland Became a Magnet for US Tech and Pharma Giants
Michael Lohan, CEO of IDA Ireland, says foreign direct investment has been transformational for Ireland's economy across technology, semiconductors, healthcare, and fintech. US multinationals like Pfizer (PFE), Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), Meta Platforms (META), Johnson & Johnson (JNJ), and Eli Lilly (LLY) have operated there for decades, with Intel (INTC) investing a further $5 billion in July. He says Ireland's pro-enterprise policies, political stability, and two-way reciprocal relationship with the US make it a compelling gateway to Europe.
======== Schwab Network ========
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6 min - Progress Software (PRGS) CEO on Earnings, Domo Acquisition & AI Profit Path
Yogesh Gupta, CEO of Progress Software (PRGS), says the company delivered strong earnings with EPS above guidance, cash flow up 17% year over year to over $87 million, and a 43% operating margin. He recently completed the acquisition of Domo, a roughly $300 million business that brings consumption-based AI use cases and real-time data integration to power AI agents grounded in factual data. He says the 99% net retention rate remains consistent and the company has delivered 14% compounded top line growth over the last five to seven years.
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8 min - Gas "Consumer Problem," Diesel "Economic Problem:" Adam Lampe on Energy Headwinds
A disconnect continues to widen between diesel prices and fuel production, says Adam Lampe. He addresses how gasoline price spikes are a "consumer problem " while diesel is an "economic problem" as a part of his explanation. Adam adds that the U.S.'s tentative ban on diesel exports will create many more headwinds than tailwinds domestically and across the globe.
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10 min - Crypto's October Seasonality & Bitcoin's Debasement Trade "Rebirth"
Brace for October seasonality, or lack thereof, in crypto, says Jim Farraioli of Charles Schwab. He makes the case that Bitcoin and Ethereum's recent rally will raise the bar for the cryptocurrencies to make a steeper run higher. Jim adds more insight into the race to bolster regulation for crypto assets and how investors are seeing it as a "rebirth in the debasement trade."
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7 min - Why Active ETFs Are Resonating in a Concentrated Market
Jamie Harrison, head of ETF Capital Markets at MFS Investment Management, says active management is resonating as investors seek to diversify away from historic concentration in passive products tracking a handful of stocks. He highlights new short duration fixed income ETFs for rate-sensitive clients and sees compelling opportunities in international and emerging markets. He advises staying invested despite a cautious outlook shaped by elections, geopolitical tensions, and energy shocks.
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7 min - What the Latest ISM Manufacturing Report Reveals About Prices and Tariffs
Susan Spence of the ISM Manufacturing PMI says the September report was steady but prices leapt 6.8 percentage points back to levels not seen since the start of the Iran war. She flags production down for a second straight month and tariff uncertainty as concerns, while noting 23 consecutive months of broader economic growth. She sees no industrial revolution in manufacturing but says the AI data center buildout may be contributing a third or more of GDP.
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7 min - David Trainer "Calling End to AI Trade:" Risks Loom Over Liquidity, IPOs & Earnings
David Trainer is making what he calls his "boldest call ever" that the AI bubble "is about to pop" due to liquidity squeezes. New market dynamics from increased inflation and Treasury yields are key components backing David' bear case. He adds that IPO valuations in companies like Anthropic, OpenAI, and SpaceX (SPCX) don't make sense when examining balance sheets and puts more pressure on public companies to outperform in the coming earnings season.
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9 min - NVDA, MU, INTC & Other Names Ivan Feinseth Sees Leading Generational Tech Cycle
Ivan Feinseth says Micron (MU) posted an incredible quarter with revenue up over 250% and earnings up over 800% as memory demand far exceeds supply. He sees a long investing cycle ahead and names Nvidia (NVDA), Intel (INTC), and SanDisk (SNDK) as core AI infrastructure picks, while viewing the MongoDB (MDB) pullback and Microsoft (MSFT) recovery as buying opportunities. He also likes Meta Platforms (META) after its AI device rollout and says the so-called SaaS apocalypse was overdone.
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8 min - Ca$htag$: Short Interest Steps Up in NKE as Stock Pressure Grows
LikeFolio's Megan Brantley says Nike (NKE) demand is rising but off a very low bar, with about a third of its U.S. catalog on sale and promotional activity accelerating. She sees running lines like Vomero and Pegasus as the brightest spot as Nike courts runners back from Hoka and On Holding (ONON), while lifestyle, sneakers, and Jordan Brand continue to struggle. LikeFolio's earnings sentiment score sits at a cautiously bearish negative, though rising short interest could set up a short squeeze.
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8 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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