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Schwab Network episodes
- Hatem Dhiab on MU, SKHY & Samsung Bull Case, Memory's Lasting Bottleneck for AI
"The cat is out of the bag" when it comes to AI development, says Hatem Dhiab, who believes there will not be a slowdown despite comments from Anthropic and OpenAI top brass calling for it. One corner of the AI market he sees with a lot more upside: memory chips due to its role as a bottleneck in the trade. Hatem takes investors through his thoughts on companies like Micron (MU), Samsung, and SK Hynix (SKHY) to outline his bull case for the space.
======== Schwab Network ========
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10 min - Crypto's "Monumental" Day: Evernorth CEO on Clarity Act Vote & Bitcoin, XRP Outlook
As the Senate readies to vote on the Clarity Act, Evernorth CEO Asheesh Birla discusses what the "monumental" day means for crypto's forward momentum. Once the bill passes, he sees institutional investments in Bitcoin and other cryptocurrencies accelerating rapidly. If it doesn't, Asheesh worries the U.S. will fall behind as other countries building policies on crypto adoption. He also explains what makes XRP different from Bitcoin.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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6 min - Samsung's Standout Strength in AI Memory & BRK/B Unbreakable Defensive Stock
South Korean tech still has lots of bullish catalysts ahead, according to Molly Pieroni. She points to Samsung as a company sitting at the epicenter of AI memory's explosive surge in demand, while having a strong foundry business and low valuation compared to U.S. peers. Molly turns to a much different company in Berkshire Hathaway (BRK/B) as another low-valuation company with significant shareholder value.
======== 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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9 min - Ca$htag$: AMZN Cloud Growth Lags Behind MSFT, "Their Game to Lose"
The competitive landscape for Amazon (AMZN) is getting tougher in the AI field, says Andy Swan of LikeFolio. His firm data shows a strong uptick in Microsoft (MSFT) Azure while Amazon AWS and Alphabet (GOOGL) Google Cloud lag. However, as Andy explains, "a flat line for consumer demand does not mean a flat line for revenue." He discusses how Amazon can pick up the slack through existing customers.
======== 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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9 min - SPCX "Critical" for Compute? SpaceX's Role in Getting AI into Final Frontier
Kyle Reidhead makes the case that SpaceX (SPCX) is more about AI than it is about rockets and space travel. He adds that the company's 10-gigawatt goal is reasonable. Laura Rippy dives more into Kyle's points by explaining the "critical" intersection she sees SpaceX serving in AI's role in the final frontier. She points to other startups in the space industry she believes investors should keep their eyes on as well.
======== Schwab Network ========
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6 min - Swarmer (SWMR) President on Ratel Robotics Acquisition, Saving Lives in Combat
Alex Fink, U.S. CEO and president of Swarmer (SWMR), discusses the company's new $224 million acquisition of Ratel Robotics. He says it will help the autonomous drone developer in ground vehicle operations. Alex adds that this tech will save lives by removing humans from combat as the war between Russia and Ukraine lingers on.
======== Schwab Network ========
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7 min - The Big 3: CRCL, BNY, AAPL
The Fed balancing several inflation woes and a full job market sets up an interesting dynamic for the Fed's interest rate decision Wednesday, says Jessica Inskip. She explains how the market trajectory plays into Tuesday's Big 3. Jessica names Circle (CRCL) as a beneficiary from tentative passage of the Clarity Act, Bank of New York Mellon (BNY) as a growth story in tokenization, and Apple (AAPL) as her stock pick of the year backed by its new tech suite and AI push. Rick Ducat offers his technical analysis of all three stock charts.
======== Schwab Network ========
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15 min - Inflation, Rate Hikes, and Why AI Noise Doesn't Matter
Edison Byzyka suggests current yields are appropriate given recent economic growth and earnings, but warns a 5% yield could trigger an equity correction while presenting a significant buying opportunity in bonds, particularly 20-year Treasuries. He anticipates sustained inflation from elevated energy prices and infrastructure build-out, and dismisses recent AI market noise, requiring more fundamental cracks like higher debt costs to turn cautious on the sector.
======== Schwab Network ========
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8 min - Chipotle's (CMG) Comeback Hinges on International Expansion
Phil Kafarakis delves into Chipotle's (CMG) operational efficiencies and menu innovations to counter macroeconomic headwinds and food safety concerns, with international expansion as the real story. Tom White offers a tactical options strategy using a stock replacement method with deep in-the-money calls for those anticipating an upside move in the next 45 days.
======== 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
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8 min - Crude & Yields' Greater Stock Market Impacts, Global Economies Eye Rate Hikes
Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says Charles Schwab's Joe Mazzola. Both metrics don't just change market dynamics, but also serves as headwinds for future earnings should these overhangs persist. Joe points to AI's violent rotation as another dynamic to watch. Michelle Gibley turns to the global stage and discusses how some economies are mirroring the U.S. through their own interest rate hike talks. She sees European companies as strong buoys for portfolio diversifiers.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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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