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Schwab Network episodes
- The Core Tension Between a Soft Landing and Consumer Fatigue
Jay Mehta says resilient GDP and cooling PCE make a stronger case for a soft landing, but soft labor market internals and rising long-term yields create a core tension for investors. He sees consumer fatigue as the biggest risk and stresses selectivity as elevated yields pressure valuations. He remains positive on AI infrastructure, where revenue growth is building despite high discount rates.
======== Schwab Network ========
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7 min - "No Denying" MU Earnings & Demand, "Chinks in Armor" Will Hit Stock
"There's no denying" Micron (MU) earnings were "fantastic," says Logan Gilland, who believes the company's report demonstrates long-standing need for AI memory. However, any subtle demand decline is something he sees hitting the stock already "priced for perfection." Angelo Zino agrees that the earnings delivered a strong bull case, though the stock's lackluster reaction ties into doubts of demand sustainability. Gross margins being lighter also chipped into the guidance. That said, Angelo sets a $1,500 price target for Micron.
======== Schwab Network ========
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7 min - How Companies Are Finally Turning AI Pilots Into Real ROI
Rahsaan Shears, AI enterprise transformation leader at KPMG US, says corporate America is shifting from experimentation to enterprise-wide AI deployment, driven by stronger governance and growing trust. She points to productivity gains, faster decision making, and the rise of multi-agent systems as evidence that leaders are pulling ahead of companies still stuck in pilot mode. She also notes that 74% of organizations now include cost reviews in their AI approval processes as scale makes cost discipline essential.
======== Schwab Network ========
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8 min - The Big 3: NET, NOW, NVDA
Dan Deming focuses on rising software giants and existing hardware mega caps for Thursday's Big 3. He sees Cloudflare's (NET) steady rise as favorable for the stock's momentum, likes ServiceNow (NOW) as the company expands its customer base, and believes Nvidia (NVDA) will push into new record highs. Dan offers example options trades for his picks while Rick Ducat offers his technical analysis in all three stocks.
======== Schwab Network ========
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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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14 min - Can Nike's China Reset Spark a Turnaround?
Morningstar Wealth's David Swartz says Nike's (NKE) turnaround remains slow after two years, with North America stabilizing but Greater China still posting double-digit sales declines. He's watching for inventory improvement and signs that restrictions on franchisee online selling in China can restore full-price sales. Tom White demonstrates an example trade using Nike.
======== 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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8 min - Cooler PCE Print Won't Offer Long-Term Relief, MU "Priced for Perfection"
A lower PCE print still has a key issue of long-lasting inflation hitting other key data points, says Joe Mazzola of Charles Schwab. That will have trickle-down effects on U.S. consumers. He warns that investors also need to navigate a new quarter poised to see volatility from midterm elections and a high earnings bar. As for the reaction to Micron (MU) earnings, Joe notes AI strength across the board in the report with some investor hesitancy on gross margins. However, he raises the question: "is the stock priced for perfection?"
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8 min - MU Earnings Continue Bullish AI Memory Demand, Analysts Back Bull Case
There's no clear signs that Micron (MU) demand, nor that of its peers, is slowing down any time soon. The company's earnings showed an 11-fold increase in data center revenue with guidance offering little weakness. Marley Kayden outlines the key metrics behind Micron's revenue surge and explains why analysts are beating the drum on the company's outlook. Joe Tigay offers an example options trade for Micron.
======== 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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Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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8 min - What Energy Prices Mean for the Next Fed Decision
Thierry Wizman says long-end yields are rising as governments and hyperscalers flood the market with debt to finance AI infrastructure buildouts. He expects the Fed to hold in October but warns that energy and food price spikes could force another hike. On currencies, he sees high oil as unambiguously good for the dollar and bad for the euro, sterling, and yen.
======== Schwab Network ========
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9 min - Tech Leads as Data Centers Hit Full Capacity
Wayne Kaufman says the market is entering the sweet spot of the presidential cycle and recommends staying overweight tech. He believes investors are underestimating the AI buildout, pointing to surging high bandwidth memory demand and data center capacity near full. His top picks include Taiwan Semi (TSM), AMD (AMD), Microsoft (MSFT), and Western Digital (WDC).
======== Schwab Network ========
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9 min - Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges
Accenture (ACN) shares soared after its earnings report, which Diane King Hall attributes to success in the company's plans to capture AI demand. Goldman Sachs added Amazon (AMZN) to its conviction list and set a $375 price target for the stock after the Mag 7 giant penned a 20-year deal with Constellation Energy (CEG). Diane notes that Wells Fargo added Microsoft (MSFT) to its tactical ideas list and raised its price target for the software giant.
======== 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
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
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6 min
About Schwab Network
From the publisher's feed
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