Schwab Network
- Episódios
- 2.168
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- Último episódio
- 13 nov 2026
Sobre o podcast
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.
Episódios 2.168
El Cierre: Los mercados rompen la racha de pérdidas mientras NVIDIA destituye a Jensen Huang
Agustin Escobar repasa los principales titulares del mercado de esta semana, incluyendo al S&P 500 y al Nasdaq-100 rompiendo una racha de cuatro semanas de pérdidas, la salida de Jensen Huang de NVIDIA y un …
Notas do episódio
Agustin Escobar repasa los principales titulares del mercado de esta semana, incluyendo al S&P 500 y al Nasdaq-100 rompiendo una racha de cuatro semanas de pérdidas, la salida de Jensen Huang de NVIDIA y un reporte de inflación de octubre más alto de lo esperado.
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Friday's Final Takeaways: Yields Spike as NVDA Rattles Stock Market
A volatile week led by Nvidia (NVDA) headlines kept equity investors on their toes, but make sure you also keep an eye on the bond market. Sam Vadas points out a quiet but strong spike in Treasury yields …
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A volatile week led by Nvidia (NVDA) headlines kept equity investors on their toes, but make sure you also keep an eye on the bond market. Sam Vadas points out a quiet but strong spike in Treasury yields throughout a shortened week for the bond market.
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Stock Market This Week: NVDA Tumbles, AMD & AVGO Surge, October CPI Hot
The leadership shakeup at Nvidia (NVDA) following Jensen Huang's resignation as CEO sent the Mag 7 stock plunging throughout the week. AMD Inc. (AMD) and Broadcom (AVGO) became key beneficiaries to Nvidia's …
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The leadership shakeup at Nvidia (NVDA) following Jensen Huang's resignation as CEO sent the Mag 7 stock plunging throughout the week. AMD Inc. (AMD) and Broadcom (AVGO) became key beneficiaries to Nvidia's volatility. On the Fed front, the October CPI brought a near-certain chance of an interest rate hike. Sam Vadas takes investors through the biggest headlines of a volatile trading week.
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Dickens: NVDA Can't Replace "Queen Bee" in Jensen Huang, Earnings Litmus Test Ahead
Steven Dickens explains how he expects Nvidia (NVDA) to navigate earnings without a permanent CEO at the helm. He compares Jensen Huang to a "queen bee" that cannot be easily replaced in the Nvidia "hive." …
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Steven Dickens explains how he expects Nvidia (NVDA) to navigate earnings without a permanent CEO at the helm. He compares Jensen Huang to a "queen bee" that cannot be easily replaced in the Nvidia "hive." Steven gauges whether jaw-dropping numbers will be enough to reenergize bulls against bears mounting attention on the leadership narrative.
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Pelle: Fed Made 'Small Mistake' in Holding Interest Rates
U.S. Economist Alex Pelle says that, regardless of CPI or PPI, “inflation is too high.” He sees persistent inflation despite an expanding economy and expects the Fed to raise interest rates at least two more …
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U.S. Economist Alex Pelle says that, regardless of CPI or PPI, “inflation is too high.” He sees persistent inflation despite an expanding economy and expects the Fed to raise interest rates at least two more times, with the next hike likely around 25 basis points. Pelle calls the Fed’s decision to hold rates in September a “small mistake,” citing hot inflation data. He describes inflation as “intense” and reiterates that he doesn’t expect the Fed to increase rates steadily into 2027.
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What Microsoft Can Learn From CrowdStrike’s Outage
Jay Aldebert examines the fallout from Microsoft’s (MSFT) outage, including disruptions to productivity, invoicing, payroll and cash flow for small and midsize businesses. He compares the incident with previous …
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Jay Aldebert examines the fallout from Microsoft’s (MSFT) outage, including disruptions to productivity, invoicing, payroll and cash flow for small and midsize businesses. He compares the incident with previous AWS and CrowdStrike (CRWD) outages and discusses why businesses may reconsider their reliance on a single provider and look for stronger backup solutions.
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Charts to Watch: SPXEW, ABNB, CSX
James Boyd of Charles Schwab breaks down bullish technical setups in the S&P 500 Equal Weight Index (SPXEW), Airbnb (ABNB) and CSX (CSX). He highlights a potential breakout for equal-weight stocks, key levels …
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James Boyd of Charles Schwab breaks down bullish technical setups in the S&P 500 Equal Weight Index (SPXEW), Airbnb (ABNB) and CSX (CSX). He highlights a potential breakout for equal-weight stocks, key levels for Airbnb as Marriott (MAR) and Hilton (HLT) hit new highs, and why higher oil and diesel costs could benefit rail demand and CSX.
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MHIG & MHIP: How Milliman Uses Health Care ETFs to Fend Off Rising Costs
Adam Schenck of Milliman Financial Risk Management explains how the firm's MHIG and MHIP ETFs are designed to help investors keep pace with rising health care costs. He breaks down how the strategies use health …
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Adam Schenck of Milliman Financial Risk Management explains how the firm's MHIG and MHIP ETFs are designed to help investors keep pace with rising health care costs. He breaks down how the strategies use health care equities alongside Treasuries and gold to manage volatility, with MHIP taking more risk to target returns above the rate of health care cost inflation.
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Sopko: AMAT Future "Bright" as Earnings, Partnerships Signal AI Demand
Stephen Sopko with HyperFrame Research sees a few “bright spots” after Applied Materials (AMAT) reported earnings, noting that the company is adding headcount to meet demand. Looking at 2027 guidance, Sopko …
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Stephen Sopko with HyperFrame Research sees a few “bright spots” after Applied Materials (AMAT) reported earnings, noting that the company is adding headcount to meet demand. Looking at 2027 guidance, Sopko says the main concern is maintaining efficiency amid high demand while navigating cleanroom space constraints. He also believes some of the excitement surrounding Applied Materials stems from its push for collaborative partnerships aimed at shortening chip development times.
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Brigati: GOOGL Has Opportunity to Take NVDA Market Share
Chris Brigati sees promise in Alphabet (GOOGL) and its forward trajectory making the case it has an opportunity to capture market share from Nvidia (NVDA). Ad revenue falling is a point of concern for Chris …
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Chris Brigati sees promise in Alphabet (GOOGL) and its forward trajectory making the case it has an opportunity to capture market share from Nvidia (NVDA). Ad revenue falling is a point of concern for Chris, though he believes Alphabet's tech ecosystem is so expansive that another key revenue driver will emerge. He turns elsewhere in the Mag 7 to Nvidia itself and steeper downside risks he sees following Jensen Huang's resignation as CEO.
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CSCO Value Post-Earnings & NVDA Lingering Headline Risk
Adam Coons breaks down the AI trade, seeing value in Cisco (CSCO) after its post-earnings pullback while urging caution around Nvidia (NVDA) amid heightened headline risk. He discusses a potential short-term …
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Adam Coons breaks down the AI trade, seeing value in Cisco (CSCO) after its post-earnings pullback while urging caution around Nvidia (NVDA) amid heightened headline risk. He discusses a potential short-term opening for AMD Inc. (AMD), Microsoft’s (MSFT) valuation following its outage, and why investors may want to play more defense as stretched valuations and AI volatility leave less room for error.
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Ca$htag$: AMD, AVGO, GOOGL Primes to Take NVDA Market Share in AI Chips
The "natural winners" of the leadership shift in Nvidia (NVDA) are AMD Inc. (AMD) and Broadcom (AVGO), says Andy Swan of LikeFolio. He discusses the "spillover" effect occurring from Nvidia into other Big Tech …
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The "natural winners" of the leadership shift in Nvidia (NVDA) are AMD Inc. (AMD) and Broadcom (AVGO), says Andy Swan of LikeFolio. He discusses the "spillover" effect occurring from Nvidia into other Big Tech competitors as the Mag 7 giant sees a greater risk in losing market share. Andy adds that Alphabet (GOOGL) and its Google TPUs are the "most slept-on" product his firm took consumer interest data on.
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The Big 3: AMD, CRWV, WMT
Tim Bohen with StocksToTrade discusses the uncertainty facing Nvidia (NVDA) following CEO Jensen Huang’s resignation, while maintaining that the broader AI market remains intact and other opportunities exist …
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Tim Bohen with StocksToTrade discusses the uncertainty facing Nvidia (NVDA) following CEO Jensen Huang’s resignation, while maintaining that the broader AI market remains intact and other opportunities exist. He highlights AMD Inc. (AMD), CoreWeave (CRWV) and Walmart (WMT) as traders look for potential rotation opportunities. Rick Ducat then breaks down key support and resistance levels on the charts for Bohen’s picks.
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CSCO's AI Opportunity Gets Bigger Despite the Sell-Off
William Kerwin of Morningstar and Bob O’Donnell break down Cisco’s (CSCO) earnings, raised guidance and its roughly 6% post-report sell-off. They highlight growth in AI infrastructure and traditional …
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William Kerwin of Morningstar and Bob O’Donnell break down Cisco’s (CSCO) earnings, raised guidance and its roughly 6% post-report sell-off. They highlight growth in AI infrastructure and traditional networking, Cisco’s work with Nvidia (NVDA) on optical interconnects and why rising AI revenue could outweigh margin pressure. Kerwin also raises his fair value estimate to $120.
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AI Can Find Consensus, Can It Generate Alpha?
Michael Marrale, CEO of M Science, discusses how AI is changing investment research and giving retail investors greater access to sophisticated analytical tools. He explains why proprietary data still gives …
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Michael Marrale, CEO of M Science, discusses how AI is changing investment research and giving retail investors greater access to sophisticated analytical tools. He explains why proprietary data still gives institutional investors an edge and argues human judgment and differentiated insights remain critical to generating alpha.
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"AI Confidence Shock:" Jeffrey Small on NVDA, AMD & CapEx Outlook
The "leadership crisis" at Nvidia (NVDA) is creating opportunities for competitors like Broadcom (AVGO) and AMD Inc. (AMD), says Jeffrey Small. It's a turning point he describes as an "AI confidence shock." …
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The "leadership crisis" at Nvidia (NVDA) is creating opportunities for competitors like Broadcom (AVGO) and AMD Inc. (AMD), says Jeffrey Small. It's a turning point he describes as an "AI confidence shock." Jeffrey tells investors to be more selective in AI-tied stocks as he sees potential for new leadership to emerge. AMD's growth rate is something Jeffrey believes makes the stock "great to own," though he also sees potential in Nvidia and Broadcom. He doesn't see companies pulling back their AI spending, either.
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KHC's Turnaround: A 'Show Me' Stock That Pays to Wait
Michael McNamara, CEO of GohostCom Analytics, breaks down Kraft Heinz (KHC) and its multiyear turnaround as the company refreshes iconic brands to appeal to health-conscious consumers. He also discusses Walmart …
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Michael McNamara, CEO of GohostCom Analytics, breaks down Kraft Heinz (KHC) and its multiyear turnaround as the company refreshes iconic brands to appeal to health-conscious consumers. He also discusses Walmart (WMT) as a potential catalyst and the broader rotation into consumer staples. Tom White demonstrates an example trade using the Consumer Staples Select Sector SPDR Fund (XLP) with a covered call strategy using the December 94-strike call.
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Has CSCO Peaked? Stock Sells Off After Earnings, Analysts Slash Price Targets
Alex Coffey discusses why Cisco (CSCO) is trading lower early Friday following earnings. He notes that several analysts have cut their price targets amid questions about whether the company’s growth rate has …
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Alex Coffey discusses why Cisco (CSCO) is trading lower early Friday following earnings. He notes that several analysts have cut their price targets amid questions about whether the company’s growth rate has peaked. Dan Deming echoes those concerns, saying questions around Cisco’s efficiency remain unresolved. He also offers an example options trade designed around the uncertainty.
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Ahmed Riesgo on NVDA, Anthropic's Roles in Resetting the AI Trade
Ahmed Riesgo says recent market volatility has caused significant technical damage even as fundamentals remain strong. He discusses Nvidia (NVDA), Anthropic and the outlook for the AI trade. He argues the …
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Ahmed Riesgo says recent market volatility has caused significant technical damage even as fundamentals remain strong. He discusses Nvidia (NVDA), Anthropic and the outlook for the AI trade. He argues the market may be pricing in too many Fed hikes, and sees opportunities in long-duration Treasuries, small caps, consumer discretionary stocks, South Korea and Japan.
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Huang's NVDA Exit "Ultimate Black Swan?" Value Stock Rally Suggests Otherwise
Is Jensen Huang leaving Nvidia (NVDA) the "ultimate black swan event?" Charles Schwab's Alexandra Semenova notes the stark selling action across tech but notes the S&P 500 (SPX) is barely off its all-time high …
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Is Jensen Huang leaving Nvidia (NVDA) the "ultimate black swan event?" Charles Schwab's Alexandra Semenova notes the stark selling action across tech but notes the S&P 500 (SPX) is barely off its all-time high. Opportunities elsewhere on Wall Street are what she sees keeping the index buoyed. Cooper Howard adds more on the stock market's "flight to safety" and ways the Fed's fight against inflation complicates the long-term picture.
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KG on NVDA Retreating, Cooler PPI & Key SPX Levels Amid AI Volatility
Kevin Green breaks down Nvidia’s (NVDA) pullback in Friday’s stock market action following the fallout surrounding CEO Jensen Huang’s resignation. Turning to the economy, KG says the latest inflation report …
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Kevin Green breaks down Nvidia’s (NVDA) pullback in Friday’s stock market action following the fallout surrounding CEO Jensen Huang’s resignation. Turning to the economy, KG says the latest inflation report stands apart from others because of its greater emphasis on consumer and food prices, which will fuel further discussion around services inflation. He also analyzes key levels on the S&P 500 (SPX), saying the index looks somewhat bearish in the short-term.
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Russell Hackmann on NVDA, AI Trade Weak Points & Fed's Inflation Fight
Russell Hackmann points to negative earnings from Intel (INTC), mixed earnings from Amazon (AMZN), and neocloud funding concerns as "holes" forming in the AI bull case. He gauges the state of the AI trade …
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Russell Hackmann points to negative earnings from Intel (INTC), mixed earnings from Amazon (AMZN), and neocloud funding concerns as "holes" forming in the AI bull case. He gauges the state of the AI trade following the departure of Nvidia (NVDA) CEO Jensen Huang from the company. Russell adds that he believes investors are far too overweight in equities, especially amidst an intensifying fight between the Fed and inflation.
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Friday's First Moves: CBRS Rallies, CSCO Falls After Earnings; PANW Upgrade
Cerebras (CBRS) issues strong guidance and rallied following Friday’s opening bell. Diane King Hall breaks down the company’s balance sheet and why she sees the stock rallying while Cisco (CSCO) fell despite …
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Cerebras (CBRS) issues strong guidance and rallied following Friday’s opening bell. Diane King Hall breaks down the company’s balance sheet and why she sees the stock rallying while Cisco (CSCO) fell despite doubling revenue. Finally, Diane discusses an analyst upgrade for Palo Alto (PANW) on expectations that the company will benefit from the AI boom.
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Inflation, Fed Hikes & the Fixed-Income Opportunity
Jason England discusses persistent inflation, expectations for another 25-basis-point Fed hike and the outlook for Treasury yields. He also explains how higher rates are creating opportunities in fixed income …
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Jason England discusses persistent inflation, expectations for another 25-basis-point Fed hike and the outlook for Treasury yields. He also explains how higher rates are creating opportunities in fixed income, including money markets and agency mortgage-backed securities, as credit spreads widen and the tech trade faces pressure.
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Cooler PPI Turns Heat Down on Fed; AMD & AVGO Down as NVDA Rises
A cooler-than-expected PPI is something Kevin Hincks believes will offer reprieve for a stock market becoming more tightly tied to the inflation picture. While he sees the Fed hiking interest rates in December …
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A cooler-than-expected PPI is something Kevin Hincks believes will offer reprieve for a stock market becoming more tightly tied to the inflation picture. While he sees the Fed hiking interest rates in December, the likelihood for a 50 basis-point hike has fallen drastically. Kevin explains how he sees a 25 basis-point hike affecting equities and the U.S. economy as several Fed speakers take the podium Friday. Also watch Nvidia (NVDA) as it moves higher while Broadcom (AVGO) and AMD Inc. (AMD) fall. ======== Schwab Network========
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Options Corner: AVGO Rallies on NVDA Sell-Off
Nvidia (NVDA) is down following Jensen Huang's exit as CEO, though Broadcom (AVGO) has rallied on the headlines. Rick Ducat points out key support and resistance levels in the AI chipmaker's chart and …
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Nvidia (NVDA) is down following Jensen Huang's exit as CEO, though Broadcom (AVGO) has rallied on the headlines. Rick Ducat points out key support and resistance levels in the AI chipmaker's chart and highlights scenarios where the stock will maintain bullish momentum. Tom White offers an example options trade for Broadcom. ======== 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/2v9tH6DSubscribe 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/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkWatch 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
Brickner: PPI Mostly Cool, AI at "Crossroads" Amid NVDA CEO Search
Markets react positively to latest inflation data after a cooler-than-expected PPI report. Sara Brickner highlights the report and acknowledges inflation remains persistent. On AI, Sara Brickner calls this a …
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Markets react positively to latest inflation data after a cooler-than-expected PPI report. Sara Brickner highlights the report and acknowledges inflation remains persistent. On AI, Sara Brickner calls this a "crossroads" for the industry as Nvidia (NVDA) searches for a new CEO following Jensen Huang's resignation. She analyzes several stock picks including Eli Lilly's (LLY) grip on the GLP-1 industry, Amazon's (AMZN) strong growth rate, and Visa's (V) strength coming into holiday season.
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Tally Leger Sees "Armageddon" Moment for AI Chips Amid NVDA CEO Shakeup
There’s a “tremendous” amount of bad news priced into Nvidia (NVDA), says Tally Leger, who believes the fallout could have long-term implications for the AI giant. Tally weighs in on the CEO search following …
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There’s a “tremendous” amount of bad news priced into Nvidia (NVDA), says Tally Leger, who believes the fallout could have long-term implications for the AI giant. Tally weighs in on the CEO search following Jensen Huang's departure and the potential advantage it could provide competitors such as Broadcom (AVGO) and AMD Inc. (AMD). He also assesses the semiconductor space more broadly, describing the situation as an “Armageddon-level moment" for the industry that could remain priced in for the foreseeable future.
======== 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/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkWatch 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
Chart of the Day: AMD
AMD Inc. (AMD) has been a stellar outperformer in a stock market souring on the AI trade. James Boyd of Charles Schwab turns to the stock chart and explains why he sees bulls keep up momentum in shares even if …
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AMD Inc. (AMD) has been a stellar outperformer in a stock market souring on the AI trade. James Boyd of Charles Schwab turns to the stock chart and explains why he sees bulls keep up momentum in shares even if there's a pullback. He turns to the long-term price action to support his bullish thesis.
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NVDA CEO Search Ramps, MSFT Outlook Outage & CSCO Earnings Beat
Kevin Green says volatility could remain elevated for at least the next couple of weeks as investors await Friday’s PPI report and information on Nvidia (NVDA) as it searches for a new CEO after Jensen Huang's …
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Kevin Green says volatility could remain elevated for at least the next couple of weeks as investors await Friday’s PPI report and information on Nvidia (NVDA) as it searches for a new CEO after Jensen Huang's exit. KG reflects on Thursday’s widespread Microsoft (MSFT) outage and points to the Mag 7 stock's sluggish movement on the headlines. On Cisco (CSCO) earnings, he says the long-term outlook appeared mostly positive despite the slide in shares Friday.======== 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/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkWatch 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
Aqui estão os 40 episódios mais recentes de 2.168. Os mais antigos estão no feed do podcast.
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