Episodes

  • Tech Corner: QCOM's AI Role & Post-Apple Outlook
    Feb 20 2026

    Qualcomm (QCOM) is the subject of this week's Tech Corner. George Tsilis profiles the semiconductor company's multi-pronged approach to various technologies such as 5G, AI, IoT, robotics and autonomous driving. He breaks down the various components of Qualcomm's business and explains how its relationship with Apple (AAPL) could be nearing an end. Later, George highlights several technical indicators to pay attention to on the QCOM chart.


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    10 mins
  • Friday's Final Takeaways: AI Disruption Fears Ahead of NVDA Earnings
    Feb 20 2026

    Sam Vadas closes out a short week on Wall Street with her final takeaways regarding the continuing fears that AI will disrupt the software sector. She turns to the week ahead where markets have one prime focus: Nvidia's (NVDA) earnings.


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    3 mins
  • Housing Market Resets: West Up, South Down, New Homes Resilient
    Feb 20 2026

    The U.S. housing market is stabilizing as buyers adjust to higher mortgage rates, with Kade Thomas pointing to affordability pressures and tighter supply keeping activity muted. While regional trends are rebalancing and new home sales show resilience, Thomas says the long-term outlook remains bullish as the market resets from prior excesses.


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    8 mins
  • Arthur Laffer: Tariff Setback Paves Way for Reshoring and Growth
    Feb 20 2026

    The Supreme Court’s ruling curbing tariff authority is a near-term setback, but Arthur Laffer sees it as a pivot as the administration turns to alternative trade tools to advance reshoring. Despite policy uncertainty and China-related headline risk, Laffer says the foundation for U.S. growth and equities remains intact.


    ======== Schwab Network ========

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    8 mins
  • NVDA Seeks to Break Rangebound Stock Moves After Earnings
    Feb 20 2026

    Nvidia (NVDA) will inevitably take center stage of Wall Street next week when it reports earnings on Wednesday. Rick Ducat points out the company's underperformance to other AI peers and potential for a pullback between $165 to $170 as a post-earnings possibility. He notes bullish traction elsewhere in the Mag 7 leader's stock chart. Rick also points out the uptick in options activity heading into the report.


    ======== Schwab Network ========

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    6 mins
  • Next Steps for Tariffs & Other Avenues for Trump After SCOTUS Shuts Down IEEPA
    Feb 20 2026

    Charles Schwab's Mike Townsend calls the Supreme Court's decision to shut down President Trump's IEEPA tariffs "momentous." However, he argues it's not surprising either. He talks about other factors the Trump administration can take to issue global tariffs, including one it hinted at Friday. Mike calls the administration's next proposal a "bridge" that buys it time, though he sees more legal challenges ahead. As for refunds, Mike makes the case it could take years for them to be issued.


    ======== Schwab Network ========

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    11 mins
  • 2% Inflation ‘Extremely Overzealous’ at Current Spending Levels
    Feb 20 2026

    Seth Denson gives his takeaways from the Supreme Court tariff ruling, and says it may have been “one of the biggest weeks” the market has had to process amid the rest of the economic data we got. He breaks down that data, including Jobless Claims, international trade news, and inflation rates. He thinks 2% inflation is “extremely overzealous” with this level of governmental spending: “between 2%-3% is a win.”


    ======== Schwab Network ========

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    Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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    10 mins
  • Finding Small Cap AI Winners & Tariffs Reaction
    Feb 20 2026

    Justin Bergner opines on the Supreme Court ruling on tariffs and stimulus expectations from the One Big Beautiful Bill. He shares small cap AI winners, looking at the other side of AI capex as the market moves into defensive and cyclical sectors. One of his favorites is Belden (BDC), which works in industrial automation.


    ======== Schwab Network ========

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    Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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    7 mins