Schwab Network

Brian Jacobsen says the recent PPI jump is largely driven by supply-side pressures, especially energy, which the Fed cannot directly control. He expects policymakers to stay hawkish in tone but ultimately pivot toward a rate cut as early as September, ahead of market expectations. Jacobsen adds that easing geopolitical tensions and lower gas prices could quickly reduce inflation fears and shift th...

LikeFolio's Landon Swan breaks down Delta Air Lines’ (DAL) strong positioning, driven by premium and corporate travel demand, transatlantic growth, and its partnership with American Express (AXP). He notes that Delta’s less price-sensitive customer base helps cushion macro risks like higher oil prices. Swan says the stock looks attractive, especially if crude stabilizes. ======== Schwab Networ...

"Micron (MU) is going to have more free cash flow in 2026 than all of its prior years combined," says Zed Francis, pointing to it as a leading example to the fundamentals supporting it and other AI memory chipmakers. He outlines the "decent runway" he sees for these companies. Matt Bryson offers more insight into the volatility and explains that demand destruction can reignite...

Charles Schwab's Adam Lynch discusses unsung headlines in the crypto space and the latest on the Clarity Act. He says it’s been a rough week but sees Bitcoin staying above $60,000 as a positive. Adam also talks about the headwinds impacting the passage of the Clarity Act. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Brian Glenn connects geopolitical tensions and energy-driven inflation to broader market moves before shifting to the AI trade. He highlights strong momentum in names like Micron (MU) and rising hyperscaler spending, while noting mixed results in software, including Adobe (ADBE). He also points to Meta Platforms (META) and others raising capital for AI, drawing comparisons to the shale boom as inv...

Luke Yang and Alexis Browne Roberts discuss why Oracle (ORCL) shares are moving lower after posting an earnings beat. Luke believes part of the issue was the software performance coming in lower than expected. Alexis says the numbers themselves were encouraging growth wise, but the company's additional spending makes it appear unattractive to some investors. They also break down Oracle’s role...

Windows Central's Daniel Rubino discusses major takeaways from Apple's (AAPL) WWDC 2026 event and expectations for the new Siri capabilities. He says Wall Street is being slightly disingenuous with Apple's earnings; however, it's not the killer moment people are expecting either. Daniel adds that companies like Alphabet (GOOGL) and Microsoft (MSFT) are likely already working on sim...

Prosper Trading Academy's Scott Bauer walks us through today’s top three trades. He likes to Valero (VLO) for its respectable trading range, Micron (MU) for a short-term bullish trade, and Boost Run (BRUN) for its steady stock movement. Charles Schwab's Rachel Dashiell walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and tr...

Andrew Arons discusses summer market equity expectations and stocks he's watching in the current environment. He points to Micron (MU) as one that has much more room to run even after a stellar year-long rally, pointing to robust AI memory demand backing the trade. Elsewhere in tech, Andrew calls Alphabet (GOOGL) a “cheap AI stock.” In healthcare, he labels Eli Lilly (LLY) as a winner due to i...

Jan Rogers Kniffen discusses how retailers may see a short-term boost from the World Cup, as he expects Adidas and Nike (NKE) to benefit from investor sentiment. Gains for Dick’s Sporting Goods (DKS), Academy Sports (ASO), Puma, Fanatics, and On Holding (ONON) are ones Jan sees being more limited. Tom White walks through an example trade using Nike. ======== Schwab Network ======== Empowering ever...

Adobe (ADBE) shares have been stuck trading near 52-week lows for the last several months. Charles Schwab's Rachel Dashiell turns to key support and resistance levels she sees playing a central role in how the stock will move after earnings Thursday. She later offers an example options trade for the software giant. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Marley Kayden breaks down Oracle’s earnings as the stock sells off despite posting better-than-expected earnings. Plans to raise another $20 billion through debt is the crux to investor concerns, according to Marley. Joe Tigay walks through an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

As the Fed faces a conundrum with interest rates in the U.S., Charles Schwab's Michelle Gibley highlights the EU Central Bank's decision to hike rates. She contrasts its decision to what she calls a "mistake" it made in hiking rates during 2022 with the EU's future growth picture in the balance. Michelle later looks at the Bank of Japan's interest rate outlook and what it...

Allspring’s Alison Shimada breaks down if the emerging markets rally can last, pointing to their key role in the AI supply chain. She highlights concentration risks and rising local retail participation across EMs. Shimada also calls out Brazil and Mexico as attractive opportunities given their valuations and strategic positioning. ======== Schwab Network ======== Empowering every investor and tra...

Market Structure EDGE CEO Tim Quast says investors should focus on short volume, not short interest, to better understand volatility. He argues fundamentals drive just 10% of market behavior, with supply and demand now shifting as demand weakens and supply rises. Quast flags upcoming IPOs, index rebalances, and options expiration as risks, while pointing to McDonald’s (MCD) as a lower-volatility p...

George Tsilis walks us through this morning’s top moving stocks at the opening bell. He points to Barclay’s raising price targets in KLA Corp. (KLAC), Applied Materials (AMAT), and Lam Research (LRCX) as all stocks continue record runs. JP Morgan also raised its price target for Seagate (STX). George then turns to Super Micro’s (SMCI) pricing of its equity offering that sparked a 28% sell-off Wedn...

The real story for Apple (AAPL) is its push in AI, says Brian Mulberry. The Mag 7 giant's Siri upgrade is something he sees offering high margin opportunity for future profits. Another stock on Brian's watchlist: Emcor (EME), which he believes will see significant upside due to its role in the AI buildout. He calls Micron (MU) a "buy opportunity" even after a stunning year-long r...

Wholesale prices continue to climb, seen in the latest PPI print after the previous day's CPI hit three-year highs. Kevin Hincks outlines the impacts he expects it to have on the inflation picture and the Fed's interest rate projections. The energy trade continues to be the biggest culprit to inflation's spike as the U.S.-Iran War serves as a long-term headwind. ======== Schwab Network...

"It's not the print, it's the spending that continues to concern investors," says Daniel Newman of Futurum when discussing Oracle's (ORCL) earnings. The cloud company posted an earnings beat and massive backlog totaling more than $630 billion, but is doing so through raising more debt funding. Daniel adds that it's okay for the AI rally to cool after a parabolic run over...

Mabrouk Chetouane believes the situation for the Fed still hinges tightly on inflation, as CPI taps a three-year high. The biggest culprit driving it higher: energy, as the U.S.-Iran War continues to create long-term headwinds for American consumers. While complications exist, Mabrouk sees a resilient U.S. economy stomaching the headwinds for now. ======== Schwab Network ======== Empowering every...

Uber Technologies (UBER) is suing New York City over a new driver protection law. The headline comes as the stock stays parked near the 52-week low. Charles Schwab's Ben Watson gives the short-term outlook for Uber a five-star rating as shares test a strong support area. However, there is a case for the bears to drag shares deeper into red territory. ======== Schwab Network ======== Empowering...

Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hi...

Oracle (ORCL) announced record fourth quarter earnings beating analysts' predictions. TSMC (TSM) fell today although the company's revenue was up, and Super Micro (SMCI) took a massive tumble coming in as the S&P 500's (SPX) worst performer. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://s...

Marley Kayden talks about May's CPI beating expectations marking the highest number we've seen in three years. Sam Vadas discusses TSMC (TSM) May revenue rising despite the company falling below analysts' expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...

Macquarie's Chad Beynon breaks down mounting regulatory pressure on prediction markets, particularly around player props, and the implications for the broader gaming industry. He highlights a shift in consumer behavior toward regional casinos and closer-to-home entertainment amid evolving spending trends. Chad also outlines expectations for the World Cup to drive significant global betting, wi...