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Schwab Network episodes
- AI Safety Risks Spark Chip Selloff & Crude Oil Rises Back Above $100
Risks in AI and energy are moving markets in what's becoming a volatile open to the trading week. Kevin Green explains how commentary from former Anthropic AI engineers and OpenAI's current CEO is hitting stocks across the tech space. Also on KG's radar: crude oil, as prices rise above $100 per barrel after key infrastructure was struck. He later discusses key levels he's watching on the S&P 500 (SPX).
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12 min - Stock Market This Week: In-Line CPI, New AAPL Tech, ORCL Earnings
A fairly muted CPI print dials up chances for an interest rate hike from the Fed in September. Apple (AAPL) unveiled new phones and other technology at its "Surprise and Shine" event. Oracle (ORCL) closed down on the week despite posting an earnings beat and guidance raise. Sam Vadas takes investors through the top stories of the holiday-shortened trading week.
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2 min - Friday's Final Takeaways: China, U.S. AI Divergence as DeepSeek Releases New Model
The U.S. and China's AI strategies are diverging, according to Sam Vadas, who points to DeepSeek's new model as the newest example behind the thesis. This, as Moonshot AI targets a ramp up in ARR. Sam offers her top takeaways to close out the trading week.
======== Schwab Network ========
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3 min - Beyond Cash Versus Duration: Building Diversified Income Portfolios
BlackRock's Steve Laipply outlines strategies for building diversified income portfolios, moving beyond the binary cash versus duration debate. He explains the factors driving higher yields, including competition from corporate bond issuance, and offers insights on how the market is pricing in future rate hikes and potential opportunities in the long end of the curve.
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9 min - Johnson: "I Just Don't Get" why ORCL is Down After Earnings
After Oracle (ORCL) beat earnings and raised guidance, Cory Johnson remains confused on the stock's lasting bearish price action. He discusses the "really strong quarter" and "translation issue" between the report and investors as Oracle has become the "receptacle of AI doubt."
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12 min - Inside the AI Data Center Economy: Balancing Energy, Capacity & Job Creation
Gordon Dolven talks about the still-evolving AI data center trade as more capacity comes online. He says the construction pipeline has grown fifteen times over recent years as demand continues to accelerate. However, power transmission remains the biggest issue Gordon sees with bringing data centers online, though he believes a ramp in construction jobs will be a plus for economies allowing them.
======== Schwab Network ========
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10 min - CPI, Rate Hike Odds, and the Sectors Feeling the Pinch
Bo Diamond of Caisson Capital Partners discusses the latest CPI report and its implications for Fed rate hikes, focusing on the August monthly core number and its impact on the probability of a hike. He also analyzes the yield curve and how current restrictive rates are affecting various sectors, with a particular focus on commercial real estate and data centers.
======== Schwab Network ========
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7 min - Charts to Watch: SPX, ARM, DE
Kevin Horner of Charles Schwab walks through three chart setups, starting with the S&P (SPX) 500's potential bounce at the 50-day moving average and the 7,600 level. He then covers ARM Holdings (ARM) strengthening support between $232 and $245, and finishes with Deere & Company (DE) testing an all-time high bull flag breakout alongside key support levels.
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6 min - Dave Mazza on New Roundhill ETF Focusing on MLCCs, AI's 'Unsung Heroes'
Roundhill Investments' Dave Mazza returns to the Watch List to discuss the firm's new MLCC & Electronic Components ETF (CCML) as a way to boost investor exposure to AI's "unsung heroes." The ETF includes many global companies like Murata, Samsung, and Yageo among others. As Dave explains, his firm sees MLCCs are the next bottleneck in the AI race not enough investors are talking about.
======== Schwab Network ========
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7 min - Service Inflation, a Spending Divide, and a Fed Ready to Act
Stephen Kates and Brian Mandelbaum unpack the August CPI report, noting that service inflation continues to rise despite tame top-line numbers. They highlight the stark spending divide between affluent and lower-income households, the impact of rising fuel prices on transportation and retail names like Amazon (AMZN) and Walmart (WMT), and Kates's view that a unanimous Fed vote on rate hikes would signal stronger resolve.
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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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