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Schwab Network episodes
- AI & Electrification Themes Power Small & Mid-Cap Growth
Polen Capital's Drew Cupps discusses PCSG, the firm's small-to-mid-cap growth ETF, which combines fundamental, technical, and thematic disciplines. He highlights the enduring power of AI and electrification themes, noting that small and mid-cap companies are crucial enablers for larger tech names like Microsoft (MSFT) and Nvidia (NVDA).
======== Schwab Network ========
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6 min - QCOM & AMZN Ink Multi-Generational AI Partnership Amid Rabid Compute Demand
Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap between it and other leaders like Microsoft (MSFT) Azure as compute demand accelerates.
======== Schwab Network ========
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8 min - ADBE Earnings Test Hinges on Setting Prices Amid Agentic AI Growth
Adobe (ADBE) remains in the spotlight of AI disruption discussions. Stephen Sopko says Thursday's earnings report will set the bar for forward expectations, pointing to how Adobe's product suite can capitalize on cloud growth and existing customers. He believes the software company's products are great but growth will come down in explaining how it can justify prices.
======== Schwab Network ========
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8 min - Ca$htag$: Can CASY Food & Expansion Plans Feed Investor Expectations?
LikeFolio's Megan Brantley discusses Casey's General Stores' (CASY) expansion plans, including new stores and menu items like wings, and their potential impact on margins. Diane King Hall and Kevin Hincks note that strong demand and consumer loyalty signal a bullish case, though a high valuation following a recent pullback tempers expectations.
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8 min - GME & EBAY Saga "Not Over:" Lisa Martin on Acquisition Talks, Earnings
Lisa Martin helps investors explain why GameStop (GME) had its best second quarter, per its preliminary earnings, on record despite concerns of slowing growth. Her big question for GameStop: what is the company becoming? As collectables revenue increases, Lisa says she "can't rule out" the possibility that the company will buy out eBay Inc. (EBAY). She then discusses how CEO Ryan Cohen is using his leadership to keep GameStop in the forefront of two different fronts.
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7 min - A 'Hot' Fed Won't Kill the Bull Run
Carson Group's Ryan Detrick suggests that despite the Fed's hawkish tone, the Fed is still running "hot"—a dynamic that ultimately supports continued market growth. He points to a strengthening labor market, robust earnings, and rising AI spending as evidence the bull market is alive and well.
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9 min - NVDA Hugging Face Deal: AI Efficiency Ramp Sees Security, Power Headwinds
Ivan Feinseth believes Nvidia (NVDA) purchasing Hugging Face for just under $13 billion is something that accelerates the Mag 7 giant's software momentum. He says Hugging Face will add efficiency and expand the runway for future prospects. Megan Villanueva agrees that the deal will ramp AI efficiency but warns that there needs to be a greater emphasis on security. The amount of resources to power the deal is something else Megan urges investors to consider.
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5 min - August 2026 STAX: AI Rotation & Fed Rattle Tech, Other Sectors Add Strength
The Charles Schwab August 2026 STAX saw a dip from July's 4-year high, though as Joe Mazzola explains, investing trends signal more of a rotation as opposed to outright selling. Higher call-buying activity in certain stocks and the QQQ gives Joe confidence in tech's forward momentum. The energy, industrials, and utilities sectors all saw increases in buying activity as well. Joe notes SpaceX (SPCX), Micron (MU), Nvidia (NVDA) and Intel (INTC) as the top net buys for the month. Palantir (PLTR), Microsoft (MSFT), and ServiceNow (NOW) were the biggest net sells.
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12 min - The Big 3: QCOM, SKHY, KLAC
Stocks tied to the AI infrastructure buildout take Charles Moon's attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name. Charles offers example options trades for his picks while Rick Ducat takes investors through his technical analysis of the charts.
======== 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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13 min - Jason England Says September Rate Hike from fed Will Begin New Hiking Cycle
Jason England of Simplify believes the Fed's hawkish tone at Jackson Hole and the latest jobs report have put a September rate hike back on the table. He warns that if the Fed hikes, it will likely be the start of a hiking cycle rather than a one-and-done scenario, and favors front-end to intermediate duration in the current environment.
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10 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.