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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

00:06:42

Market on a 'Sugar High': Scaling Back AI, Favoring...

Schwab Network ·

2026/01/15

Alexis Browne Roberts unpacks the current market enthusiasm, noting the S&P 500 and Dow Jones Industrial Average are on a "sugar high" but expects increased volatility. She advocates for a cautiously optimistic approach, scaling back exposure to richly valued AI stocks like Taiwan Semiconductor Manufacturing Company (TSM) in favor of neutral allocations. Alexis highlights diversification through ETFs such as the iShares MSCI USA Momentum Factor ETF (MTUM) and the iShares MSCI USA

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00:05:12

Analyzing Wells Fargo's AI Chip Upgrades in AVGO,...

Schwab Network ·

2026/01/15

Wells Fargo turned bullish on a bunch of chipmakers tied to the AI trade. Diane King Hall highlights the analyst notes moving chip stocks to start Thursday's trading action. She explains why the firm likes Broadcom's (AVGO) custom silicon business, sees stronger-than-average seasonal growth in Analog Devices (ADI), and points to Lam Research (LRCX) and KLA Corp. (KLAC) as companies to benefit from AI's boosted momentum. ======== Schwab Network ========Empowering every investor and

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00:08:16

AI's Broadening Trade as Policy & Profits Power...

Schwab Network ·

2026/01/15

Spencer Knickerbocker highlights the two Ps driving market optimism: policy and profit. He points to fiscal tailwinds from potential tax refunds and monetary support from anticipated Federal Reserve rate cuts. While acknowledging tech's past dominance, he suggests a broadening of AI investment beyond chips to include a full-stack buildout encompassing power, cooling, data centers, and cybersecurity.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve

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00:06:19

Options Corner: AVGO Shares Surge on Upgrade

Schwab Network ·

2026/01/15

Wells Fargo's upgrade on Broadcom (AVGO) sparked bullish momentum in shares ahead of Thursday's opening bell. Rick Ducat highlights key levels in the stock chart to show where Broadcom sees added support from bulls, along with where it will face pressure from bears. Tom White turns to an example options trade for the AI chipmaker. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before

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00:07:46

Chetouane: 'Resilience' in U.S. Consumers Will...

Schwab Network ·

2026/01/15

Mabrouk Chetouane believes the U.S. remains poised to benefit from another strong year of growth. While inflation remains sticky, Mabrouk expects stronger-than-expected GDP to add to U.S. "resilience." He explains how consumer purchasing power will play into the long-term picture. ======== 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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00:06:23

'Breadth of Outperformance' & 'Deal Digestion:' BLK...

Schwab Network ·

2026/01/15

Cathy Seifert urges investors to note BlackRock's (BLK) strong numbers in several sectors of its earnings. She believes the report signals a resilient banking sector even as big bank stocks struggle to find their footing. Cathy also notes 2026 being the year of "deal digestion," something else she sees as a benefit for BlackRock. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -

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00:03:05

Chart of the Day: DELL

Schwab Network ·

2026/01/15

Barclays upgraded Dell Technologies (DELL) to overweight, which moved shares higher ahead of Thursday's trading session. Charles Schwab's Ben Watson examines the short and long-term trends in the charts.======== 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 -

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00:07:39

Tech Rallies After TSM Blowout Earnings, Banks...

Schwab Network ·

2026/01/15

When it comes to trading activity in the last few sessions, Kevin Green says it's largely "what you want to see" as underwhelming sectors retake command. Now, it appears to be tech's turn. KG turns to TSMC's (TSM) strong earnings giving much-needed muscle to the AI trade. However, it's more of a mixed picture when it comes to big banks after Morgan Stanley (MS), Goldman Sachs (GS), and BlackRock (BLK) reported. ======== Schwab Network ========Empowering every investor and

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00:05:44

GOOGL & NVDA Clash in AI Chip War, AAPL Serves as New...

Schwab Network ·

2026/01/14

GPUs and TPUs will be the semiconductor story moving forward, says Investopedia's Caleb Silver, pointing to Mag 7 giants Nvidia (NVDA) and Alphabet (GOOGL) being at the center of it. He expects Google's TPUs stay largely centralized for Gemini but sees potential for expansion, especially for Big Tech peers like Apple (AAPL). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -

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00:07:24

Crypto Corner: BTC & ETH Early Uptrend Signals, D.C....

Schwab Network ·

2026/01/14

Charles Schwab's own Adam Lynch talks about Wednesday's strong rebound in Bitcoin and how it happened as Strategy (MSTR) adds another 1,070 Bitcoin to its reserves. He analyzes the cryptocurrency's technicals, alongside Ethereum, to explain how both exhibit early uptrend signals. As for macro movers, Adam explains the Crypto Market Structure Bill moving through D.C. and a memecoin linked to former New York City mayor Eric Adams. ======== Schwab Network ========Empowering every investor

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00:05:02

Wednesday's Final Takeaways: Banks Disappoint &...

Schwab Network ·

2026/01/14

Big banks like Bank of America (BAC), Wells Fargo (WFC), and Citigroup (C) posted massive numbers in earnings, but the stocks sold off after Wall Street set a higher bar. Meanwhile, headline risk on the other side of the globe creeps into U.S. markets. Marley Kayden and Sam Vadas talk about their final takeaways on Wednesday's trading action. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -

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00:06:32

Overlooked Stock: ADNT

Schwab Network ·

2026/01/14

Take a seat. For today's overlooked stock, George Tsilis turns to Adient (ADNT), a manufacturer of seating systems for passenger and commercial vehicles. UBS offered a lift for shares after upgrading the stock to buy from neutral due to its "attractive valuation." George takes investors through the company's financials to explain the numbers driving UBS's updated bullish view. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to

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00:07:48

Midterm Election Years Have ‘Biggest Drawdowns and...

Schwab Network ·

2026/01/14

Midterm election years usually see a lot of politics-related volatility, says Jason Blackwell. “They’re doing a bit of A/B testing” on their voting bases, and the markets tend to have “the biggest drawdowns and the biggest recoveries” because those proposals don’t materialize. He warns investors not to get “whipsawed” this year. Jason is focusing on “cash flow, cash flow, cash flow” and thinks the market expects AI to start making material differences in earnings this year.======== Schwab Network

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00:09:01

Sovreign's Long-Term Plan to Adjust Consumers &...

Schwab Network ·

2026/01/14

"This is a five to ten-year plan, not a five to ten-month plan," says Brandon Karpeles, CEO of Sovreign. While he makes the case that it will take time for companies and consumers to adjust to cryptocurrencies, it will add value for businesses in the long-term. He explains how he sees the rollout for crypto and the hurdles ahead toward adoption. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all

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00:08:50

Ca$htag$: Shopify (SHOP) ‘Plays Nicely’ With AI,...

Schwab Network ·

2026/01/14

Megan Brantley from Likefolio discusses Shopify (SHOP), highlighting web traffic acceleration over the last 1-2 years that far outpaces competitors. She notes that its system “plays nicely” with the biggest AI systems, giving it an edge for consumer shopping through there. Megan emphasizes how Shopify is helping small and medium businesses gain customers. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all

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00:06:25

Retail Sales Breakdown: Consumers Continue to Bargain...

Schwab Network ·

2026/01/14

Anthony Ferry was not surprised by the latest retail sales report as consumers continue to look for bargains and using BNPL at record levels. He expects the same trends to continue, emphasizing “need to haves” rather than “want to haves.” Brian Jacobsen notes a decline in big-ticket items, partially driven by tariffs. He thinks consumers took advantage of the holiday shopping season by slowing down beforehand. He anticipates tax returns bridging the gap between the labor market and GDP

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00:06:44

The Advantages and Disadvantages of Private Market...

Schwab Network ·

2026/01/14

Not your parents’ portfolio: Kyle Bergacker talks alternative investments, especially accessing private markets. Private markets have changed substantially over the last two decades, he argues, and now people have investment vehicles through some of the private capital giants. He explains how to access them and why investors may be interested in them, including “illiquidity” payouts and tax advantages. On the downside, the money will be tied up for a longer time frame.======== Schwab Network

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00:08:13

‘This is the Time’ to Own Amazon (AMZN), ANET ‘Number...

Schwab Network ·

2026/01/14

Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analog devices and says the rise in cyclicals needs justification. He likes Amazon (AMZN), saying “this is the time” to own it. He’s also watching Cisco Systems (CSCO) and Arista Networks (ANET).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading,

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00:07:48

Polcari: Don't Get Caught in Market Downslide, Top...

Schwab Network ·

2026/01/14

Kenny Polcari tells investors to shake off the negative price action on Wednesday. He points to the start of earnings season and a stronger-than-expected CPI backing a bullish narrative to start 2026. As for his top picks, Kenny makes the case for Neurocrine Biosciences (NBIX), Verizon (VZ), and L3Harris Technologies (LHX). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the

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00:05:55

Big Bank Earnings Takeaways: Stable Consumer,...

Schwab Network ·

2026/01/14

Eric Sterner and Pierre Buhler break down big bank earnings. Eric notes that consumers still look healthy at an aggregate level, with write-offs and provisions for credit losses lower. He also expects M&A activity to be strong this year, boosting bank revenue. Pierre noticed a slowdown and is worried around investment banking. He’s also looking for warning signs around credit. They both caution against capping credit card rates, arguing that it will significantly hurt lower-end

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