Schwab NetworkPublished 2026-09-15
“The Big 3: CRCL, BNY, AAPL”
$BKBullish
BK has unpriced earnings momentum from tokenization custody opportunities, conditional on the Clarity Act passing.
Your next pick is Bank of New York Melon. I was talking to Alex Coffee at the top of the show about some of the commentary coming out of this Barlay's conference. They were there, their CFO saying that their turnaround plan uh has entered a period of accelerated growth.
He says their turnaround is what he says complete. Does that come into play at all with them making the big three today?
What they said to watch for