Schwab Network

Diane King Hall talks about Erste Group’s upgrade on Meta Platforms (META) as the firm sees promise in the Mag 7 giant's CapEx plans. Bank of America is reinstating Shopify (SHOP) with a buy rating and a $150 price target. Diane also mentions reports of Fiserv (FISV) looking to sell its payments infrastructure business. ======== Schwab Network ======== Empowering every investor and trader, eve...

Rob Thummel explains why AI’s growing power needs are creating opportunities in natural gas and infrastructure. He highlights rising demand from data centers, the bullish outlook for natural gas prices, and the critical role of water and energy infrastructure in supporting AI growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Samsung's projected revenue slightly missed expectations, but as Kevin Hincks points out, guidance came in way above expectations and year-over-year growth shows phenomenal traction. The stock still slid and brought a lot of U.S. tech down with it. It's no secret AI memory is here to stay, says Kevin, the problem lies in how far stocks like Samsung, Micron (MU), SanDisk (SNDK) and others c...

Shares of Reddit (RDDT) recently caught bullish traction as a quiet outperformer in the social media space. Rick Ducat analyzes the recent price action and key levels to watch following a recent price target hike at Wells Fargo. He also offers an example options trade for Reddit. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

The best AI competitors will have the best customer experience more than anything else, argues Puneet Mehta. He says businesses need to create an entire system around their AI product to ensure consumer happiness draws more future customers in. Puneet explains the growth behind AI ecosystems and how businesses starting to assemble their own can create new opportunity through the tech. ======== Sch...

McGraw Hill (MH) CEO Philip Moyer offers insight into how he sees AI affecting the education industry. "There is so much proof today that you need a variety of technology" to teach in the modern age, says Philip, though he says evolving tech can never replace a teacher. He explains how his company is combining AI with societal learning techniques to help students and educators. ========...

"Investors have been strolling down the aisle " when it comes to window shopping for shares of Shopify (SHOP), says Ben Watson of Charles Schwab. He points to a recent push higher in the stock as a sign bulls are taking back control of shares. Ben uses the 20-day and one-year charts to highlight key support and resistance trends traders need to watch. ======== Schwab Network ======== Emp...

Futures signaled a down open about an hour ahead of the opening bell. Tom White points to Samsung's earnings as a main culprit. The memory chipmaker beat and significantly raised guidance estimates, though shares fell due to not meeting an impressively high bar. More military operations in the Strait of Hormuz also gave global trade a black eye, says Tom White. It all comes as SpaceX (SPCX) be...

The memory trade bounced back following last weeks sell off with Micron (MU), Western Digital (WDC), and Seagate (STX). Broadcom (AVGO) and Apple (AAPL) announced their partnership expansion, and AMD Inc. got a price target hike from Goldman Sachs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw...

Marley Kayden touches on Lockheed Martin’s (LMT) acquisition of a naval defense firm. Sam Vadas explains how SK Hynix is outperforming U.S. listed competitors and what’s driving its momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.app...

Hooman Radfar, CEO of Collective, discusses how AI is transforming the accounting industry and helping power the growing solopreneur economy. He argues that AI is shifting workers toward higher-value tasks rather than replacing them, creating new opportunities for productivity, entrepreneurship, and business growth. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Sonali Basak, chief investment strategist at iCapital and former Bloomberg reporter, weighs in on proper portfolio construction in the current market environment, the state of private credit and how to stay disciplined as an investor. Sonali also explains how AI is changing the financial services industry and what further changes AI could bring to the larger business world. ======== Schwab Network...

CEO of OneChronos, Kelly Littlepage, explains how his company navigates the compute market and ways it uses compute as an asset class. As alternative trading systems develop, Kelly talks about how OneChronos is moving through the regulation process and why compute should be used as a tradable asset. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Michael Monaghan outlines three key forces shaping markets: stability in the Middle East, accelerating AI investment, and evolving labor market trends. He argues that AI will drive productivity and job creation rather than widespread displacement, while highlighting founder-led companies like Amazon (AMZN) and Nvidia (NVDA) as well-positioned leaders during periods of technological disruption. ===...

Joe DeYonker, CEO of Pure Play ETFs, introduces the Nvidia Ecosystem Picks and Shovels Index ETF (NVP), which provides exposure to Nvidia’s (NVDA) entire value chain, from silicon suppliers to data center infrastructure providers. He explains how the ETF helps investors navigate shifting AI bottlenecks and rotation risk by packaging Nvidia’s ecosystem into a single investment, while positioning th...

Gil Luria of D.A. Davidson examines Palantir’s (PLTR) recent performance, saying the company is doubling its cash flow this year and at a fast pace. He discusses why his firm upgraded Palantir to buy and raised its price target to $175 from $165, though warned investors to expect plenty of volatility in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market...

Charles Schwab's Rachel Dashiell analyzes the S&P 500’s (SPX) breakout from a symmetrical triangle pattern, highlighting key levels traders should watch for confirmation. She also examines bullish double-bottom formations in DoorDash (DASH) and Wells Fargo (WFC), outlining potential opportunities and favorable risk-to-reward setups for both stocks. ======== Schwab Network ======== Empoweri...

Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand. ======== Schwab Network ======== Empow...

Brian Moody breaks down why Polestar (PSNY) can no longer sell vehicles in the U.S. under connected vehicle regulations, while Volvo remains compliant and continues operations. He also examines whether low-cost vehicles from companies like Slate and Rio are truly affordable and discusses why hybrids could see stronger sales as consumers prioritize fuel economy, price, and reliability. ======== Sch...

LikeFolio's Landon Swan examines the sharp pullback in Flutter (FLTR) and DraftKings (DKNG) despite growing betting activity. He discusses how prediction markets like Polymarket and Kalshi are attracting younger bettors with real-time wagering options, the competitive response from FanDuel and DraftKings, and how regulation and potential industry consolidation could shape the future of sports...

Robby Silk and Sean Cudahy assess the strength of the U.S. travel sector, highlighting resilient demand and rising airfares despite economic uncertainty. They discuss key themes to watch this airline earnings season, including Delta Air Lines' (DAL) ability to manage fuel costs, maintain pricing power, and navigate changing consumer spending trends amid an evolving travel landscape. ======== S...

Charles Schwab’s Joe Mazzola discusses Schwab’s trading activity index rising to the highest level since February 2022. He talks about takeaways from Schwab’s June STAX report and analyzes investor positioning trends. Joe adds that he believes investors are looking for stocks that they consider reasonably priced given the growth metrics we’ve seen. He points to SpaceX (SPCX), Nvidia (NVDA), and Mi...

Dan Russo takes us through today’s Big 3, which includes the S&P 600, arguing it is under owned. He points to opportunity in the Roundhill Mag 7 ETF (MAGS) and Micron (MU), which Dan calls “the heartbeat of the semiconductor.” Rick Ducat walks us through the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Anthony Saccaro examines signs of an AI bubble, noting that many S&P 500 companies are heavily tied to the theme and that valuations are approaching levels last seen before the dot-com crash. He discusses how a potential AI-driven market correction could impact sectors ranging from industrials to housing and weighs the odds of stagflation versus a soft landing for the U.S. economy. ======== Sc...

"Fundamentally, the company is fine" when it comes to Walmart (WMT), says Charles O'Shea. On the investor side, he argues "the P/E is way up there," making some question current valuations. Charles talks about why the big box retailer's growing tech focus is taking so much attention and makes the case that Walmart is still in the best position it has ever been. Tom Whit...