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Schwab Network episodes
- Finding Ways to Diversify Portfolios as Tech Reclaims SPX Dominance
David Aspell sees investors struggling to find real diversification as the top ten S&P 500 (SPX) names now make up 38% of the index and fixed income no longer offsets stocks the way it used to. He favors the KMLM ETF, a systematic trend-following strategy trading commodities, currencies, and bonds both long and short, which is up around 20% this year with a low negative correlation to equities. Aspell says the fund is currently long oil and short fixed income to capture the trends driving yields higher and pressuring the stock market.
======== Schwab Network ========
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6 min - Fastly (FSLY) CEO on Earnings, AI Bots & Cyber Threats Affecting Digital Traffic
Kip Compton, CEO of Fastly (FSLY), highlights how the company attained 20% year-over-year growth as AI adoption accelerates, with over half of network traffic now machine driven. He outlines new AI firewall and bot protection products that help customers manage threats at the edge. Compton explains how edge computing delivers lower latency and higher bandwidth than centralized clouds like Amazon (AMZN) AWS.
======== Schwab Network ========
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8 min - CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat
Cisco (CSCO) remains in the heart of the AI trade due to its networking capabilities, says Kim Forrest. The data center buildout and the need for data access are two sides of the same coin Kim believes Cisco can cash in on. The networking giant still faces one key question: how effectively can the legacy tech firm capitalize on AI's rapid evolution?
======== Schwab Network ========
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8 min - Debt Reduction, Cost Cuts in Spotlight as PSKY & WBD Ready Merger
Seth Schachner calls the regulatory settlement clearing the Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) merger a "nothing burger," with no assets sold and headquarters kept in California. He says the focus now shifts to managing $79 billion in debt and $6 billion in cost cuts while combining two massive studios without disrupting the creative side. Schachner sees the merger as a way to compete against deep-pocketed big tech rivals like Netflix (NFLX), Walt Disney (DIS), Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), and Meta Platforms (META), with more streaming consolidation and hybrid theatrical releases ahead.
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10 min - Ca$htag$: Casual Dining in Sweet Spot as DRI Serves Earnings
LikeFolio's Landon Swan sees his firm's consumer sentiment data pointing to a solid Darden Restaurants (DRI) earnings report. He says a 22% increase in year-over-year demand is driven by Olive Garden holding the line on pricing and Longhorn Steakhouse outperforming on strong beef and protein trends. He explains casual dining is in a sweet spot as consumers trade up from fast food like McDonald's (MCD) and trade down from fine dining.
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10 min - Homeownership Becomes the American Dream Deferred for First Time Buyers
Mischa Fisher sees mortgage rates climbing into the low sevens and expects existing home sales to turn negative in the fourth quarter. He argues the Fed's hike could eventually help by restoring confidence that inflation is under control. Jeff Ostrowski says affordability remains the biggest obstacle for first time buyers, but Americans still view homeownership as the American dream deferred rather than abandoned.
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6 min - "Decoding the Software Landscape:" Ways AI Disrupts Digital Companies
Ben Topor, who recently published "Decoding the Software Landscape," discusses ways AI is disrupting the digital industries. He says it's hard for larger companies like Salesforce (CRM) to adjust in the evolving landscape due to the volume of customers they have. As Ben explains, there's also the consideration of how much revenue is at stake for companies adjusting to AI.
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9 min - The Big 3: FDX, HD, QCOM
TheoTrade's Don Kaufman has his eye on the macro front Wednesday as crude oil moves and President Trump and China President Xi Jinping prepare to meet. He highlights a bearish opportunity he sees in FedEx (FDX) after the stock made a double top pattern, along with bullish opportunities in Home Depot (HD) is it trades near year-lows, and Qualcomm (QCOM) due to its steady climb in price action. Don offers example options trades for his picks while Rick Ducat highlights his technical analysis in all three stocks.
======== 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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15 min - Refining Capacity Not Oil Supply Is Driving the Energy Price Spike
Ed Siddell sees the energy price spike as a short term refinement problem rather than a production shortage, with the national gas average needing to hit $7 before recession risk becomes real. He expects a 90 to 120 day lag before pump prices moderate, and believes the Fed's rate hike was a hedge against temporary inflation pressure. Siddell still expects markets to finish the year strong, bolstered by tech and energy earnings growth of up to 30%.
======== Schwab Network ========
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7 min - ONON's Billion Dollar Buyback Could Signal a Turnaround
Ted Thatcher sees On Holding's (ONON) Investor Day as a strong turnaround signal, highlighted by a billion dollar buyback and margin expansion from 12% to over 22% projected by 2029. He likes the premium brand's direct consumer relationships and athlete partnerships with Mbappe and Federer, though he flags consumer discretionary headwinds. Tom White then demonstrates an example trade.
======== 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
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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