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Schwab Network episodes
- Housing Affordability Crisis Comes Down to Supply Not Just Rates
Scott Alter, founder and principal at Standard Communities, says the housing affordability crisis is fundamentally a supply problem worsened by rising interest rates, with the ten-year yield at levels not seen since 2007. He argues the federal government must lead on policy through programs like the Low Income Housing Tax Credit, while highlighting Austin, Texas as a market where added supply has actually brought rents down. Alter also points to a middle income squeeze where families earn too much for subsidized housing but can't afford market rate rents.
======== Schwab Network ========
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8 min - NVDA in "Such a Strong Position:" How $150B Buyback, AI Sandbox Safety Boost Tech Morale
Nvidia (NVDA) "is in such a strong position" to offer another $150 billion in share buybacks, says Max Weinbach. The company's total buyback authorization is now an eyewatering $235 billion. Beyond flexing the Mag 7 giant's free cash flow, Max sees the plan as a way to draw in and retain top-tier talent. He also discusses Nvidia's open agent safety platform that includes partners like Anthropic, CrowdStrike (CRWD), Hugging Face, Microsoft (MSFT), and Palantir (PLTR) among others. Max says the company's dedication on AI sandbox development helps alleviate some long-term AI development fears.
======== Schwab Network ========
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10 min - Charts to Watch: SPX, TGT, AMGN
Charles Schwab's Kevin Horner sees the S&P 500 (SPX) stuck in a sideways consolidation near all-time highs, holding its 50-day moving average as traders wait for a catalyst. He highlights Target (TGT) up 62% year to date and finding support around $154-$155, while Amgen (AMGN) has pulled back from highs and is recapturing key moving averages near $405 with upside potential back toward $445-$450.
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5 min - Anthropic IPO Could Mark a Generational Moment for Founder-Led Investing
Michael Monaghan of Founder ETFs breaks down the Founders 100 strategy, which invests in the 100 best founder-led companies that he says outperform non-founder peers by about 4% CAGR. He highlights names like Meta Platforms (META), CrowdStrike (CRWD), Shopify (SHOP), Nvidia (NVDA), and Palantir (PLTR), and sees the upcoming Anthropic IPO as a potential generational company valued around $2 trillion. Monaghan says the strategy tunes out daily and macro noise, letting founders navigate rate and economic shifts over time.
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5 min - MCD at 4-Year Lows: Beverages & Mobile Orders Offer Next Bullish Catalyst
Bryan Gildenberg and Phil Kafarakis break down McDonald's (MCD) next growth plan as the stock sits at 52-week lows. They discuss franchisee tensions, with 98% saying they're not making enough money, the $8.5 billion capital improvement plan, and how fuel prices and GLP-1 usage are reshaping consumer behavior. They also see beverages as a high-margin opportunity while cautioning that complex menu items like chicken could add operational strain.
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9 min - "Fragmentation" in AI Regulation & Sentiment Creates Headwinds for Tech Trade
The rise of agentic AI has many questioning the safety around it, and whether more guardrails need to be established. Lisa Martin says her biggest concern lies in the "fragmentation" of AI regulation requirements between companies like OpenAI and Anthropic. That fragmentation extends to AI sentiment, with Lisa pointing to the stark difference in views on safety. She takes investors through how global perspectives clash with U.S. earnings projections as the crux to many headaches in the AI race's forward momentum.
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9 min - MCD's Visits Decline & SBUX Repositions Its Store Base
R.J. Hottovy sees a bifurcation in the restaurant industry with fine dining holding strong while quick service and casual dining soften as middle income consumers trade down to value grocers. He notes McDonald's (MCD) visit declines as competition from food retail channels grows, with remodels and AI initiatives eyed as a longer term catalyst. Hottovy also sees Starbucks (SBUX) store closures as a strategic repositioning from a position of strength, while Taco Bell's lettuce related visitation hit has largely passed.
======== Schwab Network ========
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7 min - Ca$htag$: Fuel Costs & European Headwinds Cloud a Strong CCL Demand Picture
LikeFolio's Megan Brantley sees consumer interest in Carnival (CCL) up about 15% year over year with strong forward looking demand for the 2027 cruise season. She notes Carnival's value positioning is drawing families booking seven day cruises and party crowds on four day trips, with onboard spending up 9% last quarter even as ticket prices rose just 2%. Brantley remains cautiously bullish with an earnings score of 24, tempered by fuel costs, stretched consumer budgets, and conflict impacting European demand.
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8 min - Logan Ryan on Investing Journey, Mag 7 Bull Case, & AI's Reach into Sports
Logan Ryan sits down with Diane King Hall for Market Overtime to talk about his life after football and the financial journey he has undergone over the last two years. He discusses the importance of building a portfolio early in life and offers insights into his investing philosophy, along with ways it changed since being a part of the NFL. Logan addresses his bullishness on the Mag 7 and compares the cohort to Tom Brady's leadership during his time with the New England Patriots. When it comes to AI's reach in transforming sports, Logan doesn't consider the possibilities a Hail Mary.
======== Schwab Network ========
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31 min - META Muse Strengthens AI Profit Path, Trust in Platform Raises Next Roadblock
Meta Platforms (META) being able to connect its Muse AI agent with its greater ecosystem through platforms like Whatsapp strengthens the Mag 7 giant's AI earnings potential and audience outlook, says Ali Mogharabi. The problem? Not everyone trusts Muse quite yet. David Nicholson emphasizes the trust issue, though he believes Muse gives Meta a leg up in utilizing user data to maximize engagement and tentative purchases.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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7 min
About Schwab Network
From the publisher's feed
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