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Schwab Network episodes
- Disconnect Forms Between Earnings & Stocks; "Conflicting Narratives" in AI & Yields
The disconnect between company earnings and reaction in stocks is the key factor Alexandra Semenova of Charles Schwab is watching this earnings season. She believes it shows a sky-high bar being set for the months ahead as market breadth remains low. Cooper Howard talks about the "two conflicting narratives" between fixed income and the AI trade. Those narratives also conflict with the Fed's interest rate outlook due to the resiliency of the U.S. economy.
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8 min - AI’s Next Winners Could Go Far Beyond Semiconductors
Gene Goldman says the AI trade is far from over, but the next winners could extend beyond chipmakers into data centers, power, healthcare and financials. He remains bullish on technology and communication services while seeing opportunities in sectors that can use AI to improve productivity and margins. Goldman also favors fixed income as yields move lower and expects the Fed to hold rates steady in October, with potentially one more hike in December.
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7 min - KG on Data Backing Inflation Uptrend, WMT Bull Run & Bullish Hope for Equities
The inflation narrative is still intact when looking at the latest round of import and export prices, according to Kevin Green. He explains how the dynamic sets the stage for the Fed's interest rate meeting at the end of October and complication for the final quarter of 2026. However, equities may get a lift from a falling U.S. dollar. One stock KG's keeping an eye on is Walmart (WMT) as the long-term chart shows breakout potential as investors flooding to find safety and value amid a shaky AI trade.
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11 min - Options Corner: FOXA Double Upgrade Turns Up Bullish Volume
BofA issued a double upgrade for Fox Corp. (FOXA), sending shares of the legacy cable and entertainment company surging into the opening bell. Charles Schwab's Ben Watson explains how the stock is digging itself out of a fox hole with Friday's move and highlights key support and resistance areas ahead. He turns to an example options trade for Fox.
======== 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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5 min - Friday's First Moves: WDC & STX PT Cuts, NFLX New Content Chief, FOXA Double Upgrade
More bearish headlines for the AI trade hit Western Digital (WDC) and Seagate (STX) after Wells Fargo slashed price targets for both. Diane King Hall says the lower price targets don't necessarily indicate a heel turn from the firms' bullish stance. In the entertainment space, BofA's double upgrade in Fox Corp. (FOXA) gave green light for a bull run in the stock, though Netflix (NFLX) investors showed hesitancy in the streaming giant's new content chief.
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6 min - Kenny Polcari's MU & Mag 7 Bull Cases, Why Fed Will Hold Rates in October
"You have to be very cautious, and you can't throw the baby out with the bath water," says Kenny Polcari, making the case that there is opportunity so long as you mind macro risks ahead. He remains overweight in tech but sees opportunities in defensive sectors like consumer staples amid the lingering volatility. In tech, Kenny points to Micron (MU) and other AI memory stocks as key beneficiaries in the AI trade to "amazing" long-term demand. Nvidia (NVDA), Amazon (AMZN), and Apple (AAPL) are the Mag 7 names he favors the most. Kenny then explains why he sees the Fed holding on interest rates in October.
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9 min - AI, 0DTE & Extended Hours Are Changing Options Trading
Henry Schwartz breaks down the surge in options trading, with volume on pace for another record year as retail investors flock to 0DTE and other short-dated strategies. He explains how traders are using options in Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL), while bullish call buying continues to dominate single-stock activity. Schwartz also discusses growing index and ETF options volume, AI-powered trading tools and the move toward extended trading hours.
======== 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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10 min - Keep One Eye on the AI Trade, the Other on Inflation as Fed Faces Interest Rate Test
Crude oil is moving to the downside, but keep your head on a swivel for Friday's trading day, says Kevin Hincks. AI volatility being top of mind for investors is something he believes will lead to steeper volatility on the trading session if the right headline hits. Looking ahead to the Fed's interest rate meeting at the end of October, Kevin offers his takeaways as to whether we'll see a rate hike or hold. No signs of deescalation between the U.S. and Iran keep inflation concerns alive and well for the FOMC.
======== Schwab Network ========
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8 min - Why Fed's October Interest Rate Meeting is in the Air; Housing Market Struggles to Thaw
The Fed's October meeting on interest rates is up in the air as inflation keeps a chokehold on the U.S. economy. Justin Wheeler offers his perspective on the interest rate outlook as debt liquidity spikes, signaled in part by elevated Treasury yields. The housing market isn't seeing any reprieve, either, something Justin sees struggling for some time ahead as recent homebuyers worry about the value of their homes.
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9 min - Eric Beiley on Investors Retreating from AI Stocks, Why MSFT & GOOGL Stand Strong
Eric Beiley discusses why investors are retreating from AI stocks into more defensive sectors. Key factors driving his thesis include mounting geopolitical risk, rising Treasury yields, and caution heading into the upcoming midterm elections. While he believes mega cap names like Microsoft (MSFT) and Alphabet (GOOGL) will continue to show strong earnings growth, he urges investors turn to corners of the market he considers undervalued.
======== Schwab Network ========
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7 min
About Schwab Network
From the publisher's feed
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