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Why Earnings — Not AI Hype — Are Driving This Market

Tony Zabiegala, Chief Operating Officer and Senior Wealth Advisor at Strategic Wealth Partners, joins Schwab Network to break down what’s really fueling this market. With strong earnings growth expected to continue into 2026 across all sectors, not just tech, he explains why fears of a major crash may be overblown.

Tony highlights investment themes including: ITB (home construction), Toll Brothers (high-end housing), and diversified baskets over single-name concentration risk.

 

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AI Spending Hits a Turning Point as 2026 Approaches

Mark Tepper joins Maria in the Mornings to break down Nvidia’s massive earnings beat, the future of AI spending, and why 2026 will be the year investors demand real results. He explains how companies are shifting from cash-funded AI investments to debt-funded CapEx, what that means for valuations, and why disciplined firms will pull ahead as the next phase of AI unfolds. Tepper also covers consumer strength, inflation confusion, and the productivity surge driving today’s economic growth.

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Tariffs, AI, and the Economy: What Business Owners Should Watch Now

Mark Tepper joined Mornings with Maria as co-host to unpack critical developments across the U.S. economy. From the Supreme Court’s pending tariff ruling and government shutdown fallout to AI spending concerns and consumer strain, Tepper offers practical insights for business leaders and investors navigating a volatile environment. Key topics include the impact of debt-financed AI CapEx, New York’s shifting tax base, and rare earth trade leverage with China.

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From Wall Street to Ferrari: Economic Insights and Stock Picks

Mark Tepper joined Varney & Company to break down the economic consequences of New York’s shifting political tone, highlight the potential of the new Texas Stock Exchange, and share bullish views on Meta, Ferrari, and Philip Morris. He also delivered a strong message on how AI pullbacks present new buying opportunities—and shared a personal travel nightmare that underscores issues plaguing U.S. infrastructure.

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We are the source in the financial world that journalists trust.

Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.

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Wealth Resources

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