Schwab Network

James Vrachas and Kyle Reidhead talk about what the SpaceX (SPCX) public trading debut means for OpenAI and Anthropic. Kyle believes OpenAI is slightly further ahead than Anthropic in the IPO process and explains how it impacts other tech IPOs. James argues he sees more movement from Anthropic, and the stronger company will ultimately depend on who benefits from the overall AI chain. ======== Schw...

Seema Shah discusses key movers for investors to watch in Elon Musk's many business arms, including his newest publicly traded company: SpaceX (SPCX). She breaks down how Starlink factors into SpaceX's profits and where Grok stands among AI apps. Seema also points out headwinds she sees for X. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Prosper Trading Academy's Scott Bauer walks us through today’s Big 3 by highlighting stocks he sees falling off many investors' radar. He points to DoorDash's (DASH) outperformance, IBM Corp.'s (IBM) sell-off, and consumer pressures potentially hitting Mastercard (MA) as reasons to watch these companies. Scott offers example options trades for each stock while Charles Schwab's...

Eddie Ghabour calls the U.S.-Iran conflict a dark cloud over the stock market because of the inflationary pressure it induces. That pressure is expected to ease with both countries seeking a memorandum of understanding that will reopen the Strait of Hormuz. If oil prices trickle down, Eddie says we’re headed into a good outlook for the summer. However, he outlines analyst concerns of a tentative s...

The GLP-1 race "is not fair to call a race anymore," argues Scott Zari when comparing Eli Lilly (LLY) and Novo Nordisk (NVO), calling the former a clear winner. He explains how Eli Lilly pulled ahead in the market and ways it's bolstering healthcare offerings in ways he sees Novo Nordisk lagging. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network =======...

Fox Corp. (FOXA) sold off and became the worst performer on the S&P 500 (SPX) Monday after it announced an acquisition of Roku Inc. (ROKU). Marley Kayden walks investors through the key points behind the deal and explains how it compares to Paramount Skydance's (PSKY) acquisition of Warner Bros. Discovery (WBD). Charles Moon of Prosper Trading Academy offers an example options trade for Fo...

Michael Shaoul says the market reaction to Iran headlines reflects existing trends, with metals rising and energy stocks falling on short-term positioning. He argues energy equities look undervalued if crude stabilizes, while a strengthening economy could drive broader rotation beyond AI into reflationary and industrial assets. ======== Schwab Network ======== Empowering every investor and trader,...

Resiliency in treasury yields against hopes U.S.-Iran peace talks will manifest is something Charles Schwab's Collin Martin attributes to much more than crude oil prices. He makes the case that yields will stay in the upper end of a new trading range due to other geopolitical factors. Collin then weighs how the Strait of Hormuz reopening impacts the overall inflation picture ahead of the Fed&#...

Diane King Hall discusses Monday's morning movers throughout the tech sector. She highlights Truist's upgrade to buy on Datadog's (DDOG), Citigroup raising its price target on Texas Instruments (TXN), and Oppenheimer hiking its target on Lam Research (LRCX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

The memorandum of understanding between the U.S. and Iran is something Ted Weisberg wants more clarity on before upping his bullishness for the stock market. However, he sees strength in several corners of the market regardless of the outcome. Transportation stocks, from United Airlines (UAL) in the skies to Canadian Pacific (CP), are ones Ted tells investors to hold long-term. ======== Schwab Net...

Tyler Herriage suggests going long on stocks after the U.S. and Iran announced plans to sign a memorandum of understanding this week. He expects 10-year yields to fall below 4% on expectations that inflation will move "much lower" and sees an interest rate cut from the Fed before the end of the year. Gold is the commodity Tyler sees the greatest upside in, offering a target of $6,000. Th...

Crude oil prices plunged near levels seen last June as the U.S. and Iran aim to sign a memorandum of understanding, leading to an immediate reopening of the Strait of Hormuz. Kevin Hincks explains how the headlines allow a risk-on trade to retake market momentum as stocks rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Michael Reinking explains how the Strait of Hormuz is bullish not just for U.S. consumers facing the brunt of inflation, but also for smid-cap companies that rely on a viable energy trade. Additionally, Michael says the headlines are a gift to Kevin Warsh and the Fed just ahead of a highlight anticipated interest rate decision. ======== Schwab Network ======== Empowering every investor and trader,...

News over the weekend that the U.S. and Iran have reached a peace agreement make Kevin Warsh's job "a lot easier" on moving interest rates, says Ted Thacther. He explains how the deal eases inflation fears as stocks move higher into the start of Monday's trading session. Ted also likes Nvidia (NVDA) as forward P/E hovers near a 10-year low. Microsoft (MSFT) is another Mag 7 name...

Shares of Datadog (DDOG) are showing signs of repair, says Rachel Dashiell with Charles Schwab. She highlights how short-term momentum adds confidence that the stock will maintain strong support. Rachel notes how recent moves pushed the ceiling higher on resistance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

A peace deal between the U.S. and Iran is happening, according to reports made over the weekend. The headlines sent stocks surging and crude oil plunging into the start of Monday's trading session. Tom White explains how the deal is more helpful for overseas markets and what you need to watch throughout Monday's trading day. AI chip stocks led momentum and sent Nasdaq-100 (NDX) futures up...

It was a jam-packed week for Wall Street filled with volatility as U.S.-Iran headlines moved markets and caused crude oil prices to plunge. Marley Kayden walks investors through the week's biggest headlines, from Oracle's (ORCL) post-earnings sell-off to SpaceX's (SPCX) historic IPO. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Keith Kirkpatrick breaks down the market’s negative reaction to Adobe’s (ADBE) strong quarter, pointing to concerns around its freemium model and leadership changes. He highlights the long-term value of Adobe’s AI strategy for enterprise customers, while noting investor focus on execution, including converting free users to paid subscribers and navigating the CFO’s departure to Marvell (MRVL). ===...

SpaceX (SPCX) closed out the week with a $2 trillion IPO at the Nasdaq, but it wasn't the only stock that moved markets today. Marley Kayden and Sam Vadas talk about the historic public trading debut, along with Mag 7 headlines in Nvidia (NVDA) and Meta Platforms (META). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

HINT co-founder Kyle Rush explains how the company’s AI-powered app helps homeowners manage their properties through personalized insights and maintenance guidance. He outlines its free and subscription tiers, referral network, and use of Martha Stewart’s proprietary content to enhance the user experience. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opt...

Marta Norton breaks down market volatility driven by concentrated moves in semiconductor and memory stocks alongside geopolitical tensions. She also discusses how the SpaceX IPO could open the door for deals from Anthropic and OpenAI, while highlighting consumer spending trends and key metrics to watch for AI investment returns. ======== Schwab Network ======== Empowering every investor and trader...

REX Financial CEO Greg King outlines how alternative income strategies, including covered call approaches, can generate 20% to 40% annualized yields in a high-rate environment. He also highlights potential tax advantages tied to return of capital treatment. With markets near highs and AI and IPOs dominating attention, King suggests investors may consider prioritizing income over upside. ======== S...

Paisley Nardini and Mike Dickson preview the upcoming FOMC meeting, focusing on a potential shift in Fed communication strategy under new leadership. They discuss Middle East tensions, stubborn inflation, and a resilient labor market. The conversation also explores AI’s short-term inflationary impact, longer-term disinflation potential, and how productivity gains could support a structurally highe...

Charles Schwab’s Rachel Dashiell analyzes bullish technical setups across Guardant Health (GH), Carrier Global (CARR), and 3M (MMM). She points to cup-and-handle formations in GH and CARR, alongside a large base and strengthening trend signals in MMM. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Investopedia's Caleb Silver talks about Apple's (AAPL) Siri AI updates as WWDC 2026 comes to a close. The Mag 7 company's software updates are what Caleb believes will be the most important initiative for Apple as current CEO Tim Cook passes his seat to John Ternus. He offers a full picture perspective on Siri expectations, along with the hits and misses he took note of at WWDC 2026. =...