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Schwab Network episodes
- Daniel Newman on Anthropic's Value, AI Safety & MU Earnings Expectations
Futurum CEO Daniel Newman addresses the back-and-forth sentiment surrounding AI development for safety reasons. He agrees that guardrails are needed by highlighting arguments in the middle ground between Nvidia (NVDA), Meta Platforms (META), Anthropic, and OpenAI leadership. Daniel explains how those same concerns were shown in Anthropic's leaked IPO prospectus as the company readies for a $2 trillion public market debut — the largest on record if that number sticks. As for Micron (MU) earnings Wednesday, Daniel remains bullish due to the AI memory giant's vast reach.
======== Schwab Network ========
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8 min - Bitcoin's "One-Two Punch" in Crypto Regulation, Clears Fog on Blockchain Outlook
Matthew Sheffield says the discourse around Bitcoin and crypto regulation actually did a favor for the space. He says the concerns highlighted by dissenting opinions on the Clarity Act, paired with calls for more guardrails, were the catalysts that drove federal institutions to make that call themselves. Matthew discusses the repricing of crypto assets and the needs banking institutions see for deeper crypto integration. Treasury yields rising and geopolitical woes are factors he sees adding risk to the crypto space.
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11 min - Eli Tan Let META Muse "Take Over My Life:" Where AI Agent Outperformed & Failed
Eli Tan, technology reporter for The New York Times, talks about how he had Meta Platforms' (META) Muse AI agent "take over my life." He considers it "one of the most useful AI products" after giving it access to financial, personal, and professional information. That said, Eli recounts times where Muse got "tripped up" and needed human assistance. He walks through his key takeaways after using the AI agent extensively and how it shifts his viewpoint on the rise of artificial intelligence.
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10 min - Agencies Back Bitcoin with Guardrails Amid Bull Run After Clarity Act Fails
Joe Sticco says regulators are "picking up the ball and running" to create new guardrails on crypto following the failed Clarity Act vote from the Senate. He discusses ways federal rules will help lift Bitcoin in an attempt to start a new bull cycle. Joe also touches on how the blockchain continues to blur the line between traditional and evolving investment strategies.
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6 min - Why Micron Could Keep Surging After Its Massive Revenue Run
Mike Khouw breaks down the launch of MUYY, a single-option income ETF on Micron Technology (MU) that generates weekly income through covered call spreads. He notes an implied move of about $81 ahead of earnings, with JPMorgan expecting a beat and raise, and Micron trading under 7x forward earnings with revenue up 10x since 2023 and options volume rivaling Nvidia (NVDA) and Tesla (TSLA). He also weighs AI demand sustainability and gross margins near 80% that could draw competition in 18 to 24 months.
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7 min - CarMax Beats as Financing Profits Overshadow Used Car Sales
Tony Zipparro breaks down CarMax's (KMX) earnings beat driven by 14% higher car sales and a 43-cent EPS surprise, but says the real story is the financing side. CarMax Auto Finance generates about 60% of profits from just 5% of revenue, with subprime lending growing from 10% to 22% of the business. He warns that rising rates and a weakening economy could squeeze lower-end borrowers, and is taking a wait-and-see approach technically around the $60-65 level.
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7 min - What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries
Energy and infrastructure bottlenecks are the key concern for Oracle (ORCL) and other companies building out AI data centers, says Mario Tufano. He believes small and mid-cap companies will fill in those missing links needed to ensure Oracle's growth picture stays intact. He highlights companies he believes are poised to benefit from the buildout, including Emcor (EME) and National Fuel Gas (NFG) in the energy space.
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9 min - Anthropic Corporate Use Up 17-Fold: What it Means for Claude & AI Growth
Anthropic's products, including Claude, have seen 17 times more corporate activity year-over-year and saw a spike in user retention, according to data from Omri Shtayer of Similarweb. He helps investors analyze his firm's data and ways retention data reaffirms to Omri that Claude is leading the AI software space. Revenue from Claude and how much enterprises use it are key question marks for Anthropic's forward momentum.
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8 min - Ca$htag$: SPCX Builds Base Case in Starlink, X & Grok Offer Bullish Catalysts
Megan Brantley of LikeFolio shows how Starlink leads consumer interest for SpaceX (SPCX) through the company's Google search growth. "This is the first time we're really seeing the company go mainstream," says Megan, who makes the case SpaceX's satellite business ramp shows a long-term story forming for the company. Turning to LikeFolio's data on SpaceX's other businesses, she sees opportunity in AI through X and Grok.
======== Schwab Network ========
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9 min - The Big 3: IONQ, AKAM, STM
Mike Shorr sees trading opportunities forming across the AI space, from chips and software to quantum computing. He offers example options trades for IonQ (IONQ), Akamai (AKAM), and STMicroelectronics (STM). Rick Ducat offers his technical analysis in all three stocks to support Mike's insights.
======== 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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13 min
About Schwab Network
From the publisher's feed
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