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Schwab Network episodes
- Alibaba.com President on Accio AI, Global Ecommerce & "A2A" Business
Kuo Zhang, president of Alibaba.com, joins Market on Close to explain how the AI buildout is impacting the global commerce space, especially for smaller businesses. He also offers insight into Alibaba's Accio AI agent and ways the company balances tech costs with efficiency. Kuo makes the case that B2B is evolving into A2A (agent-to-agent).
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12 min - Bitcoin Slides, Inflows Grow: Adam Lynch on Crypto Trends, Clarity Act
Price action in Bitcoin took a step down after a hotter-than-expected PPI led to some weakness across Wall Street. That said, Adam Lynch sees increased net inflows to both Bitcoin and Ethereum, bolstering a bull case in the crypto space. He adds that passage of the Clarity Act is not priced in to cryptocurrencies, something he sees adding fuel to a steeper bull run. Adam then touches on the Nasdaq investing $100 million into Payward, the parent company of Kraken.
======== Schwab Network ========
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6 min - A Theme-Driven ETF Pivots as Valuations Stretch
Greg Swenson of Leuthold Select Industries ETF breaks down the Leuthold Select Industries ETF (LST), an actively managed fund that rotates through industry groups and themes. He explains the recent pivot out of extended AI CapEx beneficiaries and into big energy, system software, and human resources, where improved technicals and undervalued conditions offer better upside.
======== Schwab Network ========
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6 min - DraftKings (DKNG) CEO on Football Season, Prediction Markets & Profit Path
The fall football season "is like our holiday season," says Jason Robins, CEO of DraftKings (DKNG). He explains how his company has prepared for what he sees being a pivotal time for DraftKings. Jason notes that prediction markets continue to shape how the company operates in a fracturing sports space.
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8 min - ORCL $638B RPO Faces AI Spending Surge & MSFT, GOOGL, AMZN Competition
John Blank remains skeptical on Oracle's (ORCL) substantial weakness into Thursday's earnings even though the stock took a beating from last year's highs above $300. He weighs concerns on bullish expectations pointing to Oracle delivering on its massive backlog while it juggles ballooning CapEx. Another key concern John has: competition from already existing Big Tech giants that include names like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN).
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8 min - Undervalued and Underappreciated, Macy's Eyes a Turnaround
Morningstar Wealth's David Swartz sees Macy's (M) as currently undervalued, with five straight quarters of comparable sales growth and a stronger post-pandemic balance sheet. He warns that a market reluctant to back department stores could ultimately pave the way for a future privatization.
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5 min - A New CEO and a Pivotal Moment for Adobe's AI Ambitions
Matt Maher of M7 Innovations discusses the strategic implications of Adobe's (ADBE) new CEO, Anil Chakrapathy, who brings an enterprise-focused background to the role. He emphasizes the need to see AI convert free users to paying subscribers and grow revenue from products like Firefly, as Adobe navigates a high-stakes earnings announcement.
======== Schwab Network ========
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10 min - Ca$htag$: Squeezed Between WMT & COST, KR Seeks Way Out
LikeFolio's Megan Brantley breaks down Kroger's (KR) competitive challenge, caught between higher-end and value-driven retailers like Walmart (WMT), Target (TGT), Costco (COST), and Publix. She notes that digital sales and retail media are bright spots, and new management led by former Walmart executives aims to leverage those areas for a turnaround.
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8 min - GOOGL v. META: Way AI Buildout Present New Mag 7 Opportunities
Ali Mogharabi believes Alphabet (GOOGL) has the edge over Meta Platforms (META) when it comes to building a full AI stack with monetization capabilities. That said, Ali makes the case Meta's Muse AI will offer more profit opportunities even as Google Cloud takes market share. Angelo Zino adds that Alphabet is proving its CapEx is turning into viable AI-centric profits. He notes security concerns will serve as a lasting headwind for Meta.
======== Schwab Network ========
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8 min - iPhone Duo & Siri AI Raise APPL Interest: Will it Boost Sales?
As iPhone Duo dominates online discussions, Daniel Rubino of Windows Central discusses where Apple's newest device stands in the foldable phone space. He believes the Duo will sell off but believes supply constraints and a $1,999 price tag will pose challenges to long-term sales. Daniel weighs if the new developments are enough to get new customers in the door for device upgrades.
======== Schwab Network ========
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7 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.