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Schwab Network
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341episodes
Episodes
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Stock Market This Week: MU Earnings, Oil Drops, ON Under Pressure
3d ago00:01:39Tap to summarizeMicron (MU) stayed in focus on earnings, with AI-driven demand continuing to provide support. Crude oil fell below $70 for the first time since early March, boosting airline stocks, while Onsemi (ON) came under pressure after announcing its $7B acquisition of Synaptics.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Friday’s Final Takeaways: Consumer Sentiment Improves, Memory Prices Rise, AAPL Supply in Focus
3d ago00:02:25Tap to summarizeSam Vadas breaks down improving consumer sentiment and what it signals for the economy and markets. She also highlights rising memory prices and why Apple (AAPL) is reportedly turning to Chinese suppliers to manage costs and supply chain pressure.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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WBD-FOX Deal Faces Hurdles as FOX Eyes ROKU in Streaming Push
3d ago00:07:22Tap to summarizeSeth Schachner breaks down the proposed Warner Bros. Discovery (WBD) and Fox (FOX) merger, highlighting regulatory hurdles and concerns around debt. He also discusses Fox’s reported move on Roku (ROKU), calling it a strategic play into ad-supported streaming despite potential platform neutrality risks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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AAPL Drops on Price Hikes as AI Winners Shift to MU and WDC
3d ago00:08:54Tap to summarizeDennis Dick discusses Apple (AAPL) coming under pressure after raising prices on key products, triggering its worst trading day in years as it offsets rising memory costs. He highlights a shift in leadership from megacap tech to memory names like Micron (MU) and Western Digital (WDC), alongside a growing divide between AI spenders and beneficiaries. Dennis also points to inflation risks tied to AI investment and continued weakness in Chinese stocks amid geopolitical concerns.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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AVGO, NVDA, QCOM: AI Trade Drives Market Swings
3d ago00:08:17Tap to summarizeTyler Ellegard breaks down ongoing market volatility and the broader impact of AI on the economy. He outlines his long-term outlook for Broadcom (AVGO), Nvidia (NVDA), and Qualcomm (QCOM), while also highlighting bullish views on Chevron (CVX), CRH (CRH), and Rockwell Automation (ROK).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Resilient Stocks Meet Bond Volatility as AI Spending Powers Markets
3d ago00:05:43Tap to summarizeCharles Champagne discusses a strong equity market driven by AI investment and solid fundamentals, while highlighting the need for risk management. He points to bond market volatility and Fed uncertainty as key risks, noting inflation control remains a challenge. Champagne also outlines uncapped and buffered ETFs as tools for downside protection and income alternatives, as investors navigate shifting stock-bond correlations.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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AI Winners vs Losers: The Next Phase of AI
3d ago00:08:29Tap to summarizeShay Boloor and Ron Westfall discuss the evolving AI trade and how investors may begin separating scarcity from value across the ai ecosystem. Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, pointing to companies like Adobe (ADBE) and Salesforce (CRM).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Charts to Watch: JETS, XLV, SPY
3d ago00:07:46Tap to summarizeAirline stocks including American Airlines (AAL) and Delta Air Lines (DAL) are rallying as oil prices fall and travel demand stays strong, pushing the JETS ETF to new highs. Charles Schwab's Rick Ducat outlines key technical levels for the group. He also highlights sector rotation, with healthcare names like Eli Lilly (LLY), Moderna (MRNA), and UnitedHealth (UNH) gaining momentum as the Health Care Select Sector SPDR Fund (XLV) moves higher.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Fed Likely on Pause as AI Boom Drives a Market Divide
3d ago00:06:10Tap to summarizeHorizon Investments CIO Scott Ladner explains why he expects the Fed to keep interest rates on hold. He also discusses how AI could unlock major productivity gains across the economy. Ladner highlights a growing market divide, with AI infrastructure providers outperforming companies applying the technology.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Ca$htag$: Is META Winning Over Consumers?
3d ago00:09:56Tap to summarizeMegan Brantley of LikeFolio breaks down consumer sentiment surrounding Meta Platforms (META) as shares trade near 52-week lows. She explains that investor sentiment has been weighed down by AI spending concerns, but says Meta continues to strengthen user engagement by keeping consumers on platforms longer. Megan also highlights that monetization per user is up 20% from a year ago.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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