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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

business investing

All Episodes

00:08:19

Michael Cuggino’s Picks: NVDA, AVGO, META, FCX

Schwab Network ·

2025/11/18

Michael Cuggino is still a big fan of Nvidia (NVDA), saying it has great revenue prospects going forward and its multiple is still within reason for growth investors. Another pick is Meta Platforms (META), which he calls “even cheaper” than Nvidia, and Freeport-McMoRan (FCX) as he anticipates copper demand. Michael sees continued upside to Broadcom (AVGO) as well. He also looks at the PRPFX ETF and emphasizes owning a diversified mix.======== Schwab Network ========Empowering every investor and

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00:09:30

FOMC Between "Rock and Hard Place," A.I. Investors...

Schwab Network ·

2025/11/17

Hawkish commentary from Fed speakers, a lack of economic data, and trouble balancing a dual mandate are all headwinds Rebecca Walser (@walserwealth) sees hitting the Fed. She explains how they conglomerate into markets pricing in a lesser chance for a December interest rate cut. On the A.I. trade, Rebecca talks about "bubbleistic" and "prickly" views on spending that she believes started with Oracle (ORCL). She adds that projections of a 7,800 SPX by the end of 2026 is attributed

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00:08:16

NVDA Earnings Risk, Trading PLTR, ORCL & DELL Amid...

Schwab Network ·

2025/11/17

Melissa Armo says markets can continue selling action into and after Nvidia's (NVDA) earnings. If investors don't react positively to the report, she expects the stock to gap down and add to already bearish sentiment currently eating at the A.I. trade. While she likes Palantir (PLTR), Oracle (ORCL), and Dell Technologies (DELL) long-term, Melissa is shorting the stocks for now. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market

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00:07:58

WBD Goes to Auction: "Hollywood’s Going to Get Smaller"

Schwab Network ·

2025/11/17

“Hollywood’s going to get smaller,” Seth Schachner argues as Warner Bros. Discovery (WBD) goes on auction. He discusses potential bids for WBD, including from Paramount Skydance (PSKY), Comcast (CMCSA), and Netflix (NFLX) and what each could get out of the deal. He also talks about how this will affect the landscape for consumers, with the feeling that we are losing something in the ecosystem.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the

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00:07:30

Impact of U.S. Government Shutdown on Jobs,...

Schwab Network ·

2025/11/17

John Blank and Eric Winograd cover the impact of the U.S. government shutdown on households and what the Fed might decide to do in December. Eric previews the September jobs report we will see later this week, though he notes the shutdown had not begun yet and we won’t see the impact yet. He thinks the October payrolls could be an “outright negative” number. John covers delays on IPOs and thinks some listings may be shelved as a potential bottleneck forms.======== Schwab Network ========Empowering

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00:07:28

NVDA Bellwether Earnings, AMD "Potential Threat" &...

Schwab Network ·

2025/11/17

@WindowsCentral's Daniel Rubino believes Nvidia (NVDA) will post a great earnings report, the real question comes down to guidance. He says the Mag 7 giant will be a continuing market mover but makes the case that the A.I. bubble shows no signs of popping anytime soon. One company he sees acting as a long-term threat to Nvidia: AMD Inc. (AMD), after CEO Lisa Su promised substantial guidance. He later touches on the Microsoft (MSFT) and OpenAI deal to illustrate why their reliance on each other

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00:08:43

Berkshire Backs Alphabet: Firm Invests $4.3B Into...

Schwab Network ·

2025/11/17

Warren Buffett's Berkshire Hathaway (BRK/B) now has Alphabet (GOOGL) as its 10th biggest holding. The firm revealed in a recent filing that it added a $3.4 billion stake in the Mag 7 giant while trimming its Apple (AAPL) stake by over $10 billion. Marley Kayden explains what makes the move so significant as Buffett begins to make his exit as Berkshire's leader. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter -

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00:06:48

Ca$htag$: Home Depot (HD) Turning the Corner?

Schwab Network ·

2025/11/17

Likefolio’s Andy Swan previews Home Depot (HD) earnings. After a “very difficult ride,” Andy thinks both HD and Lowe’s (LOW) might be able to turn the corner. A key question is how much they will have to discount to get customers in the door. If the macro economy turns positive next year, and rates drop, he thinks HD is set up nicely.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter -

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00:08:46

TSLA Shift to American Auto & EV's Next Leg for Growth

Schwab Network ·

2025/11/17

The Wall Street Journal published a report saying Tesla (TSLA) is turning away from China-made auto parts in favor of those made by American automakers. Joseph Vellone says it signals a shift other automakers have followed in adding money back into the American economy while hedging against national security risks from China. On the general EV landscape, Joseph explains how the industry is entering a second growth phase despite the U.S. axing EV tax credits. He believes renewable energies will play

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00:09:39

Arrived CEO on Creating Access to Fractional Real...

Schwab Network ·

2025/11/17

Ryan Frazier, CEO of Arrived, explains their real estate investment platform, which allows investors to buy fractional shares of houses. It allows investors to buy with as little as a $100 threshold, aiming to bridge the gap for retail investors who traditionally struggle to invest in real estate. He explains how Arrived works and discusses their recent funding round for $27 million. Notable investors include Jeff Bezos, Marc Benioff, and more.======== Schwab Network ========Empowering every

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00:10:28

The Big 3: PLTR, PANW, BABA

Schwab Network ·

2025/11/17

Scott Bauer with @ProsperTradingAcademy turns to the A.I. trade on today's Big 3 and explains why he's watching Palantir (PLTR), Palo Alto Networks (PANW), and Alibaba (BABA). As Scott highlights his example options trades, Rick Ducat turns to his technical analysis in the stock charts. ======== 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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00:07:22

Siddell: Critical to Lower Rates to Finance U.S....

Schwab Network ·

2025/11/17

Ed Siddell expects a Santa Claus rally before the end of the year. He anticipates positive earnings for Nvidia (NVDA) but warns that guidance may be more important in this report. He sees a bull market in AI for the next year but warns of the impacts of perceptions of a bubble. Ed thinks the job market will pick up and says that job numbers have been “un-dependable” for a while. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute

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00:06:53

"Fairly Conservative" Guidance for Home Depot?...

Schwab Network ·

2025/11/17

Home Depot (HD) investors hope the company can build a solid foundation heading into 2026 with Tuesday's earnings report. Sky Canaves warns that the guidance could be more "conservative" than investors expect. She says the last quarter of 2025 being a quiet one for growth. However, Sky sees tailwinds through the company's scale and ecommerce expansion. Tom White turns to an example options trade for Home Depot. ======== Schwab Network ========Empowering every investor and trader,

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00:07:26

Morgan Stanley Sees Risk in Hardware, Tailwinds in...

Schwab Network ·

2025/11/17

Dell Technologies (DELL) got a double downgrade from Morgan Stanley due to a surge in memory prices that the firm believes will hit margins. Morgan Stanley also downgraded HP Enterprise (HPE) and HP Inc. (HPQ). Marley Kayden offers more insight into the analyst downgrades and how the narrative correlates with the stock rallies in names like Micron (MU) and Western Digital (WDC). @ProsperTradingAcademy's Charles Moon offers an example options trade for Dell. ======== Schwab Network

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00:09:21

KG: A.I. Spend Rattles Tech Trade, WMT & HD Most...

Schwab Network ·

2025/11/17

Construction spending is still holding up in a fog caused by a lack of economic data, says Kevin Green. He takes a look at the latest, long-delayed print as the numbers hit the wire. KG adds that the market is trying to digest the state of the A.I. trade after investors showed concern around expanding spend for the technology. Looking beyond tech, KG points to Walmart (WMT) and Home Depot (HD) as the two most important earnings to watch this week outside of Nvidia (NVDA). As the lithium space

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00:04:40

Expect "Sizeable Revisions" in Jobs Data, Inflation...

Schwab Network ·

2025/11/17

Today's @CharlesSchwab Big Picture panel turns to the slew of economic data that will trickle into markets now that the U.S. government has reopened. Kathy Jones makes the case that the September jobs report expected Thursday will see heavy revisions due to the risk of it already being outdated. She also explains how "too high" inflation doesn't give the FOMC "room to run" for a December interest rate cut. ======== Schwab Network ========Empowering every investor and

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00:07:17

Explaining the K-Shaped Economy: Inflation, FOMC &...

Schwab Network ·

2025/11/17

Jim Bianco (@BiancoResearch) says inflation is a bigger problem for the economy instead of jobs. He explains how the "K-shaped economy" many experts have hinted toward is closely tied to rising inflation, using Target (TGT) as a barometer for his metrics. On the FOMC, Jim touches on how Fed governors will use December's meeting to show their independence following comments from President Trump suggesting otherwise. ======== Schwab Network ========Empowering every investor and trader,

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00:06:20

Brian Mulberry’s Picks to Rebalance Portfolios: WMT, CCI

Schwab Network ·

2025/11/17

Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include Walmart (WMT), which is doing a “great job” in capturing the consumer’s wallet and Crown Castle (CCI), which lives in the “orbit” of the AI trade and benefits from 5G expansion. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload

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00:05:55

TSLA Tapped with Price Target Hike, XPEV Slides, GAP...

Schwab Network ·

2025/11/17

Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earnings growth. Diane King Hall offers a look at the road ahead for Tesla. She also notes an EV competitor in XPeng Inc. (XPEV), where U.S.-based shares fell after the company's guidance disappointed. Diane later notes an upgrade from Barclays on Gap Inc. (GAP) ahead of its earnings on Thursday. ======== Schwab Network ========Empowering every investor

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00:08:55

Market Winners Turn to Losers, Investors "Begging for...

Schwab Network ·

2025/11/17

Roundhill Investments' Dave Mazza offers a wide perspective on the market moves seen over the last week. He believes investors in high-flying stocks tied to A.I., quantum, and nuclear are reassessing the current economic environment and taking chips off the table until there's more clarity. That said, Dave says "under the radar" plays have seen huge upswings, pointing to healthcare stocks as beneficiaries. He later looks ahead to Nvidia's (NVDA) earnings later this week

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