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Schwab Network

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

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All Episodes

00:08:05

NVDA Muscles Leadership in A.I. Infrastructure...

Schwab Network ·

2025/11/21

LikeFolio's data shows Nvidia (NVDA) maintaining its leadership in the A.I. space when it comes to investor and consumer sentiment. Megan Brantley says the true "bottleneck" for A.I. is infrastructure. That said, she sees long-term investing opportunity for the sector as the data center buildout continues. Megan also notes AMD Inc. (AMD) improving "much faster" than it has in the past as it picks up pieces Nvidia leaves behind. ======== Schwab Network ========Empowering every

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00:10:00

Consumer Sentiment vs Holiday Shopping

Schwab Network ·

2025/11/21

Sucharita Kodali and Ted Rossman discuss falling consumer sentiment and expectations for the holiday shopping season. Sucharita notes that consumer sentiment numbers aren’t anchored on “anything in particular,” and adds retail spend is at an all-time high. Ted emphasizes the disparity between higher and lower income consumers, highlighting credit card debt, home ownership, and stock ownership as sentiment factors.======== Schwab Network ========Empowering every investor and trader, every market

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00:04:44

Focusing on Cybersecurity & AI: ZS, CRWD, SNOW

Schwab Network ·

2025/11/21

Ian Tien spotlights cybersecurity and AI, saying governments and corporations are focusing on “sovereign” AI structures. “They see AI as a competitive advantage, and they want to own it…they don’t want it off the shelf, they want it customized.” However, AI products have not been able to meet those expectations yet, he says, slowing growth. Ian highlights Zscaler (ZS), CrowdStrike (CRWD), and Snowflake (SNOW) as players in this sector.======== Schwab Network ========Empowering every investor and

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00:14:46

The Big 3: RGTI, WMT, IBM

Schwab Network ·

2025/11/21

Tim Bohen maintains bullish optimism when it comes to A.I. and the overall tech trade. He explains how investors who missed the previous boom in Rigetti Computing (RGTI) have a second chance to hop on the trade. On IBM Corp. (IBM), he sees the legacy tech firm's A.I. and quantum computing advancements laying the groundwork for a stronger 2026. Tim points to Walmart (WMT) as a safer A.I. adjacent play amid market volatility. Rick Ducat highlights bearish and bullish trends in the stock charts

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00:09:28

Lloyd: ‘Not Into’ Mag 7 Names as Tech Rotation Continues

Schwab Network ·

2025/11/21

Luke Lloyd thinks that yesterday’s market sell-off is a reaction to the idea that we might not get a December rate cut. He expects rotation to continue into year end as the market reassesses the tech sector. He calls the December rate cut a bellwether for 2026’s rate path, which will change market expectations, “which is what really matters.” Luke sold out of Ulta Beauty (ULTA) to move into beta names, including Take-Two Interactive (TTWO). He stresses that he is not into big tech names like

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00:09:37

Nvidia's Wild Week: Selling Pressure Contrasts...

Schwab Network ·

2025/11/21

A.I. concerns are front and center, evident in the staggering sell-off in Nvidia (NVDA) to close the trading week. Nicole Petallides notes that the selling comes despite analysts raising price targets across the board, bringing the average to $250. She compares Nvidia's price action to raised bullish expectations and explains the "cherry on the cupcake" some investors aren't accounting for. Dan Deming says he's "not convinced we've seen the bottom in Nvidia" and

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00:04:59

Explaining Bullish Hopes for December Rate Cut &...

Schwab Network ·

2025/11/21

Commentary from Fed governor John Williams opened the door much wider for a December interest rate cut, says Charles Schwab's Cooper Howard. He explains how Williams' words reignited bullish hopes. Cooper tells investors to watch for any and all jobs and inflation data until the December meeting, pointing to the upcoming PPI print as a critical one. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter -

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00:06:44

Alan Strauss Digs Into ‘Time-Tested’ Alternative Assets

Schwab Network ·

2025/11/21

Alan Strauss digs into alternative assets, a “multi-trillion dollar industry” that’s going mainstream. “Investors should have something…that is a substitute for traditional equities,” but still have growth, he argues. He calls alternatives a “time-tested approach” and discusses opportunities for investment. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app -

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00:06:28

KG: Consumer Sentiment Beats, Manufacturing Contracts...

Schwab Network ·

2025/11/21

There's a lot to keep on the docket for Friday's trading action. Kevin Green helps round up all the data for investors. In the latest University of Michigan consumer sentiment report, the figure came in lower than the prior number but still beat Wall Street's estimates. However, KG notes ISM manufacturing continuing to contract as something investors need to watch. He later pins the slide in lithium stocks to a major mine in China reopening. ======== Schwab Network ========Empowering

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00:06:07

COIN Price Target Slashed Amid Bitcoin Woes, PANW &...

Schwab Network ·

2025/11/21

It's all negative news affecting Friday's morning movers. Diane King Hall talks about how the sell-off in Bitcoin and related assets led Goldman Sachs to cut their price target on Coinbase (COIN). Palo Alto Networks (PANW) got tapped with a downgrade by HSBC while Oppenheimer downgraded T-Mobile (TMUS). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app -

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00:06:47

Interest Rate Cut Chances Spike, NVDA Shows "No One"...

Schwab Network ·

2025/11/21

It's been quite a trading week for the stock market. Kevin Hincks recaps it all and looks to market action ahead, starting with the ramp higher in December interest rate cut chances. He points to commentary from one Fed governor hinting toward FOMC action. Kevin also makes the case that "no one" is safe from global sell-offs following Thursday's sharp down action in Nvidia (NVDA). In Bitcoin's steep selling, Kevin tells investors to take the moves with a grain of salt, saying the cryptocurrency is

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00:06:51

Stacy: If Credit, Liquidity Hold, Market Can Keep...

Schwab Network ·

2025/11/21

The market is repricing based on Nvidia (NVDA) earnings, fears of an AI bubble, and the Fed, argues Frances Stacy. “Barring a credit event, liquidity staying high, probably this ‘quote unquote’ bubble continues,” she adds. She tells investors to “take smaller bites” and have more risk management in place. A Santa Claus rally is “entirely possible,” she adds, highlighting key levels of support on the SPX. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe

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00:04:08

Options Corner: Oppenheimer Starts IBM at Outperform

Schwab Network ·

2025/11/21

Oppenheimer initiates IBM (IBM) at an outperform rating. With that bullish note in mind, Rick Ducat examines the technical layout on IBM's chart. He shows the outperformance versus the tech sector, overall S&P 500 (SPX) and compares its performance to other major players like Microsoft (MSFT), Oracle (ORCL) and Amazon (AMZN). Rick adds that IBM's exposure to the quantum computing space adds an interesting wrinkle to its overall business. On the chart, Rick points to $288 as an area of

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00:08:49

Risk-Off Sentiment in Today's Markets

Schwab Network ·

2025/11/21

Dena Jalbert thinks folks are reallocating into "less risky" and "steady Eddy" types of assets. Looking at the overall health of the economy, she say it is "OK." Heading into 2026, Dena says valuations will continue to be elevated and adds that private equity is sitting on "record amounts of dry powder" ready to be put to work. She believes there will be more M&A activity in 2026 saying once rates come down there will be more deals made, especially in tech

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00:07:09

Chiem: WMT "Maintains Margins Despite Higher Costs"

Schwab Network ·

2025/11/21

Bea Chiem joins Diane King Hall at the NYSE to discuss Walmart (WMT) after earnings. She discusses the trade-down effect with higher-income shoppers visiting discount retailers like Walmart. Bea says the company has pricing power to keep costs low. With Walmart's CEO transition taking place in early 2026, she sees "more of the same" coming in with a "strong platform." She adds the shoppers are buying higher-priced discretionary items saying the company "maintains margins

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00:02:42

Chart of the Day: INTC Bearish Engulfing Channel

Schwab Network ·

2025/11/21

Kevin Horner takes a look at the technical picture for Intel (INTC) pointing to its 20-day moving average as an important indicator to watch in the short-term. When examining the 1-year chart, he speaks about the bearish engulfing channel during Thursday's session as a bearish signal. Kevin points to $28.50 as a downside support if selling action continues into the weekend. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute

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00:08:15

Market Liquidity Drag: NVDA Support Levels & Crypto...

Schwab Network ·

2025/11/21

Kevin Green details the current market's liquidity drag and elevated volatility, noting how this environment makes prices more susceptible to movement. He explores the derisking in A.I. stock valuations and the implications of recent dovish commentary from Federal Reserve members on potential rate cuts. KG also provides a technical analysis of Nvidia (NVDA), identifying key support levels, and discusses the ongoing pressure on cryptocurrency-related companies like Coinbase (COIN) and Strategy

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00:10:43

John Hope Bryant: Crypto is Not ‘Digital Money,’...

Schwab Network ·

2025/11/21

“It’s speculation.” John Hope Bryant argues that crypto is not “digital money,” because its valuation is based on market demand. While he’s not telling investors to shy away, he says not to “bet your rent money.” While some aspects of the sector are “incredible,” he thinks it is hard to find returns. He similarly takes on the AI sector as investors look for “a safe place to sit.” He describes the way sentiment works in the crypto market and how investors can avoid pitfalls. ======== Schwab Network

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00:05:43

Demmert: Investors Overblew A.I. Bubble Fears, NVDA...

Schwab Network ·

2025/11/20

James Demmert says investors underestimated Nvidia (NVDA) into its earnings and overblew A.I. bubble concerns. He says the company's earnings justify its valuation, adding that the growth with Nvidia's current business model can continue through 2028. As for the SPX, James sees the index hitting 7,100 if the Fed cuts interest rates in December. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors

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00:03:43

Thursday's Final Thoughts: Markets Can't Shake A.I....

Schwab Network ·

2025/11/20

A.I. fears overcame markets even though Nvidia (NVDA) posted a record earnings report that showed no signs of demand slowing through the company's Blackwell sales. Marley Kayden and Sam Vadas explain what today's trading action signifies. On the macro front, they highlight the "surprise" in the long-delayed September jobs report. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter -

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