Schwab Network
Schwab Network
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Episodes
Mentioned books
Apr 16, 2026 • 8min
NFLX Earnings Test Growth Drivers After Merger Noise Fades
Tom White, options trader and commentator, outlines a neutral iron condor plan to profit from post‑earnings volatility contraction. Kenneth Leon, CFRA’s industry and equity research director, focuses on Netflix’s pricing power, ad‑tier growth, content strategy and guidance. They probe whether pricing, ad revenue and operating leverage can sustain premium growth.
Apr 16, 2026 • 6min
Ways TSM Maintains AI Dominance Beyond Earnings
Joe Tigay, options strategist and portfolio manager who shares a concrete options trade idea. Marley Kayden, financial reporter who breaks down TSMC's results and strategic moves. They discuss TSMC's record revenues, advanced-node and 3nm expansion, rising AI demand and capex plans. Short takes on market reaction and an options play for a post‑earnings pullback.
Apr 16, 2026 • 7min
Tech Dominates SPX Record Run: What Does Rally Need to Sustain?
Joe Mazzola, Head Trading and Derivative Strategist at Charles Schwab, explains trading flows and hedge fund/CTA moves. Lizanne Saunders, Chief Investment Strategist at Schwab Center for Financial Research, focuses on market breadth and macro signals. They discuss the S&P 500’s rapid, narrow rebound, short-term money concentration in a few names, hedge fund short covering, sector rotations, and what would signal broader strength.
Apr 16, 2026 • 8min
Jim Masturzo on Dollar Weakness, AI Hype, and Global Opportunity
Jim Masturzo, CIO at Research Affiliates known for currency and global valuation expertise, explains why the U.S. dollar is losing its safe‑haven allure as tensions ease. He highlights stretched U.S. equity valuations and a tilt toward non‑U.S. and emerging‑market opportunities. He also questions AI hype and urges diversification away from concentrated mega‑cap positions.
Apr 16, 2026 • 6min
SPX & NDX Test Record Highs in Market Gyration & Examining Jobless Claims
Kevin Green, market strategist known for equity and economic analysis, walks through tech-led concentration and broadening market action. He flags flows into dividend and rate-sensitive names and links oil and geopolitics to sector rotations. He also touches on the latest weekly jobless claims and industrial data that market participants are watching.
Apr 16, 2026 • 7min
Jeff Weniger on the Strength Behind the Market’s V‑Shaped Recovery
Jeff Weniger, Head of Equity Strategy at WisdomTree, offers concise market analysis and strategy perspective. He explains why the V-shaped rally may continue. He highlights sector rotation into financials and tech. He discusses earnings growth projections and moderating money supply as supportive signals.
Apr 16, 2026 • 7min
Earnings Strength Keeps U.S. Markets Resilient Despite Volatility
Glenn Dorsey, Head of client portfolio management at Clark Capital, offers market and earnings analysis with a focus on portfolio positioning. He discusses resilient U.S. equities amid volatility. He highlights strong earnings momentum and sees pullbacks in mega-cap tech and banks as buying opportunities. He outlines sector plays in healthcare and industrials and notes macro risks to watch.
Apr 16, 2026 • 6min
Thursday's Morning Movers: OKTA Upgrade, PYPL & FLUT Downgrades
Diane King-Hall, market commentator who analyzes equities and analyst actions, breaks down recent moves on Okta, Flutter and PayPal. She explains why Okta drew an upgrade amid AI-driven identity demand. She outlines Citi’s downgrade of Flutter and challenges from prediction markets. She also covers PayPal’s shift to neutral amid rising competition.
Apr 16, 2026 • 6min
Start of Earnings Season Sets Tone for Mag 7 & Stock Market's Record Run
Kevin Hinks, market commentator and CBOE on-site analyst, offers live pre-market perspective. He discusses markets at record highs and the start of earnings season. He highlights jobless claims, regional manufacturing surprises, sector leadership in tech and financials, and headline risks like geopolitics that could unsettle markets.
Apr 16, 2026 • 4min
Chart of the Day: TSLA Revs Up Rebound
Brett Crowder, senior manager of Trading and Derivatives Coaching at Charles Schwab, offers technical market analysis and options-savvy chart work. He walks through TSLA’s recent intraday breakout and volume surge. He highlights key support and resistance on the one-year chart and maps potential paths: momentum-fueled run toward higher levels or a pullback to prior support.
