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Schwab Network episodes
- Meghan Welch on Defense, Aerospace M&A Impacts to Future Battlefields
Meghan Welch, Managing Director at Brown Gibbons Lang & Co., examines the recent boom in M&A in both the commercial aerospace and defense industries and the impact recent geopolitical events have had on the supply chain. Additionally, Meghan goes through the specifics of recent acquisitions by GE Aerospace (GE), Boeing (BA), and TransDigm (TDG) while taking a closer look at the future of the connected battlefield.
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45 min - Stock Market this Week: Fed Hikes, Health Care Leads, and Crypto Stalls
Marley Kayden wraps the week's market action, with the S&P 500 (SPX) lower by a tenth of a percent and the Nasdaq-100 the only major index in the green. The FOMC raised rates 25 basis points—the first hike since 2023—with projections pointing to another before year-end. Bitcoin gained 5% after the CLARITY Act stalled in the Senate, and J.B. Hunt (JBHT) shares fell 13% on a Q3 earnings warning driven by record-high diesel prices. Looking ahead, she previews PMI data, jobless claims, and earnings from KB Home (KBH), General Mills (GIS), Darden Restaurants (DRI), and Costco (COST).
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3 min - Friday's Final Takeaways: A Market Split Between AI Doubts and Crypto Euphoria
Marley Kayden reviews the market's performance, noting a surge in semiconductor and memory stocks like Applied Materials (AMAT), Lam Research (LRCX), and Western Digital (WDC) despite a tech sell-off triggered by Anthropic CEO Dario Amodei's call for an AI slowdown. Cybersecurity stocks also show weekly gains. She then shifts to crypto, with Bitcoin topping $80,000 and propelling Coinbase (COIN) to a 16% gain. She also highlights JP Morgan's audacious Bitcoin valuation versus more conservative targets. Finally, she previews upcoming earnings from AutoZone (AZO) and Costco (COST), key economic data, and the U.S.-China summit.
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3 min - Cybersecurity's AI Edge and the Zombie Companies to Come
Simpro Group CEO Fred Voccola dissects the software industry's future and how AI impacts various sectors. He explains how cybersecurity companies benefit from AI, creating more demand for their products and demonstrating resilience due to less reliance on primary data systems. Voccola emphasizes that a company's data and knowledge moat will determine winners and losers in the AI era. He also predicts a rise in "zombie companies" that fail to adapt to AI, leading to significant fallout in private equity.
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8 min - OneChronos CEO on Three Players Shaping the GPU Compute Market
OneChronos CEO Kelly Littlepage discusses the critical need for a financial market for GPU compute, comparing it to the commodities market for crude oil. Such a market would foster efficient capital formation and enable the underwriting of larger AI projects. He identifies three key participants: off-takers, project builders, and lenders. Increased transparency in compute demand could also benefit companies like Nvidia (NVDA) by expanding the overall market.
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8 min - AI, the Labor Market, and the Fed's Next Move
Fed Watch Advisors' Ben Emons provides an overview of the current AI landscape and its impact on the labor market. He shares his thoughts on the Fed's recent rate hike, how a stronger U.S. dollar could affect the equity market, and reveals the biggest variable that could disrupt his bullish thesis over the next 12 months.
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11 min - The IINC ETF: Dividends, Options, and Real Liquidity
Alex Peters, CIO of Hohimer Wealth Management, introduces the IINC ETF, which aims to deliver attractive dividends and lower beta through a portfolio of stocks paired with an option overlay. He emphasizes the product's transparency and liquidity, contrasting it with the opacity and illiquidity often found in structured notes and private credit.
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6 min - From ASML to Nvidia: Navigating the AI Chip Boom
John Freeman and Melissa Armo dissect the volatile AI trade, with Freeman championing semi-cap equipment names like ASML Holding (ASML) and Lam Research (LRCX) for advancing Moore's Law. Armo fears a market crash if the chip sector falters and points to potential regulatory intervention over liability concerns. Both debate AI regulation—Freeman calling for AI-based management of AI—while Armo sees upside for Nvidia (NVDA) and SanDisk (SNDK) into fall earnings, and Freeman highlights high-bandwidth memory plays like Micronics and Technoprobe.
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9 min - From Intuit's Woes to the Magnificent Seven's Strength
Victoria Fernandez dissects Intuit (INTU), explaining why it has struggled to gain customers despite dependable revenue, even as other software names recover from the "SaaS apocalypse." She notes the broader tech sector's resurgence and the surprising strength of "Magnificent Seven" stocks like Apple (AAPL) and Meta (META), and offers a cynical take on the Treasury's bond market actions as a mere "warning shot" against an unyielding market.
======== Schwab Network ========
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9 min - The Paramount Skydance & Warner Bros. Merger Saga Continues
James Czerniawski discusses the ongoing merger saga between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD). He details a recent FTC exemption allowing foreign investors to aid Paramount Skydance's acquisition bid, clarifying that these investors hold no voting shares. He also points to October as a key period for potential concessions.
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3 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,…
or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.