Schwab Network

Marley Kayden discusses labor market data that beat expectations, with 172,000 jobs added. She also notes Bitcoin hitting the $60K level, though it remains roughly 50% below last year’s highs. ======== 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.ap...

Brian Kessens breaks down the energy sector’s leadership, driven by geopolitical tensions and rising oil prices. He highlights the U.S. advantage in energy and the growing importance of natural gas to meet surging power demand, especially from data centers. Kessens also points to energy infrastructure names as attractive for both growth and income through strong cash flow, dividends, and buybacks....

Martin Leinweber discusses the state of the crypto market. He breaks down what Strategy's (MSTR) Bitcoin sale indicates about crypto, believing it was a psychological decision more than strategic. Martin notes there are coins better than Bitcoin right now and people should pay attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Lisa Flicker discusses how the latest jobs report underscores a shift from cheap capital to human capital, placing greater emphasis on leadership and the return on people. She explains how higher borrowing costs are elevating talent as a key competitive advantage, while AI is expected to enhance productivity rather than replace strategic roles. The conversation highlights how this shift could resh...

GMO’s Warren Chiang outlines opportunities in deep value investing, targeting the cheapest half of already discounted stocks. He explains how GMO’s models help avoid value traps by focusing on asset quality and growth across mid- and large-cap names. Chiang also highlights tactical rotation and positions ETFs GMO International Value (GMOI) and GMO U.S. Value (GMOV) as long-term trades on market di...

John Blank and Stephen Kates break down stronger-than-expected U.S. job growth. They examine how seasonal hiring in leisure and hospitality may be masking deeper issues like weak wage gains and uneven job quality. The conversation also highlights what the data means for the Federal Reserve as it weighs its next policy moves. ======== Schwab Network ======== Empowering every investor and trader, ev...

Rachel Dashiell with Charles Schwab turns to the S&P 500 (SPX) breaking below its 20-day SMA and why the sell-off is significant following the index's sharp tech-led rally. In equity movers, Rachel is watching a potential $40 upside move in Ouster (OUST) and eyes W.W. Grainger's (GWW) breakout to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader,...

Windows Central's Daniel Rubino breaks down predictions for Apple's (AAPL) WWDC 2026 announcement next week. He says people may not fully trust the new agentic AI upgrade tied to Apple Intelligence due to privacy and security concerns, but believes people will eventually be able to make the transition. Daniel discusses the risks and open questions Apple is facing. ======== Schwab Network =...

Haley Sacks, also known as Mrs. Dow Jones, discusses how to build healthy financial habits amid volatile markets and geopolitical events. She says we're living in an age of frictionless payments and recommends removing virtual wallet cards to maintain emotional spending stability. Hayley believes it's important for millennials and Gen Z to remain positive with financial circumstances. ====...

LikeFolio's Megan Brantley argues Netflix (NFLX) remains undervalued and underappreciated, with a strong case for a rebound. She highlights growing ad sales, a massive global user base, and improving monetization efforts. Megan also explains how Netflix is well positioned to benefit from the ongoing shift from linear TV to streaming. ======== Schwab Network ======== Empowering every investor a...

Tim Bohen walks us through today's Big 3 by pointing to a legacy tech firm in BlackBerry (BB). he says the company is flying under investors' radars as their technology is being used by several AI industries. Tim likes Cisco (CSCO) for its recent increase on earnings, and Applied Materials (AMAT) due to its exposure opportunity. Rick Ducat walks us through the key technicals in the stock c...

Amanda Lai and Melissa Otto break down Lululemon (LULU) as earnings highlight a sharp profit drop and continued weakness in the core U.S. business. While international growth, especially in China, offers some support, it has not been enough to offset declining domestic sales and lowered guidance. They explore whether leadership changes and brand resets can drive a turnaround or if further downside...

Yerbol Orynbayev, former governor of the World bank, discusses the labor market and current overall economy. He says the health sector currently has strong demand as AI technology changes hiring in that industry and others. Yerbol calls the current labor market highly unusual because of the transitions tech changes are creating. He also discusses the how it all affects the Fed's road ahead. ==...

Dale Smothers discusses potential stock market tailwinds. He says in order for the S&P 500 (SPX) to hit 8,000, AI demand must continue to spark optimism, oil prices cannot climb, earnings must grow, and investors must stay calm through summer volatility. Dale also talks about how to navigate the sell-off into this weekend and his expectations for market volatility. ======== Schwab Network ====...

Bryan Gildenberg talks about companies like Dollar General (GD), Dollar Tree (DLTR), TJX Companies (TJX), and Five Below (FIVE) as American consumers feel the pinch of inflation. He explains why the picture appears mixed when it comes to stock performance and outlines the path ahead these companies need to outperform. Tom White turns to an example options trade for Five Below. ======== Schwab Netw...

When talking about Friday's "breather" in markets, Charles Schwab's Joe Mazzola says we've had "so much of a parabolic move" that there's not much more room for stocks to run. "This is not the end of the bull run in markets by any means," says Joe, it's just investors revaluating stocks previously "priced for perfection." He also touches...

Marley Kayden breaks down Lululemon's (LULU) earnings report, which caused shares to slide to multi-year lows. She says they issued a weaker-than-expected outlook for the current quarter and the CEO blamed negative media commentary for lack of sales. Dan Deming walks us through an example options trade for Lululemon. ======== Schwab Network ======== Empowering every investor and trader, every...

David Wagner says the tech rally still has room to run despite recent dips. He favors buying mega-cap names like Amazon (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Broadcom (AVGO), citing attractive valuations and strong liquidity. He dismisses correction fears, pointing to ongoing market support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Tarek Kutrieh, president and CFO of Liftoff Mobile (LFTO), discusses the company’s IPO and how it uses AI to drive mobile app growth and monetization at scale. He highlights the company’s competitive edge across the broader app ecosystem and its integrated platform approach. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Jason England highlights three straight months of strong payroll growth with gains spreading beyond healthcare. Inflation remains sticky above the Fed’s target, keeping pressure on rates and lifting bond yields. Stocks stay resilient, pushing to new highs despite geopolitical tensions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Diane King Hall discusses this morning's top moving stocks at the opening bell. She highlights ServiceTitan (TTAN) on the rise after earnings, DocuSign (DOCU) falling despite posting an earnings beat and guidance raise, and Berenberg's downgrade on CrowdStrike (CRWD). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Talley Leger breaks down the latest jobs report and what it means for interest rates, noting that while monthly gains improved, year-over-year payroll growth remains weak. He says bond yields continue to reflect persistent core inflation pressures. Leger also outlines a bullish view on equities, targeting 8,500 for the S&P 500 (SPX) on strong earnings and easing geopolitical risks. ======== Sc...

"Don't be so binary" when it comes to inflation and jobs, says Brian Belski, believing the Fed will be stuck on interest rates. That said, he says markets have shown tremendous resiliency and expects any significant pullback to be a buying opportunity. Brian likes Alphabet (GOOGL) and Apple (AAPL) in the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, ev...

Apple (AAPL) will hold its annual WWDC event next week as investors expect to see software and hardware updates to the Mag 7 giant's tech ecosystem. Rick Ducat turns to support and resistance levels to keep in mind as shares hover just off of record highs. He then turns to an example options trade for Apple. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Broadcom (AVGO) took the "winds out of the sails" in the AI trade despite posting strong earnings, says Gina Martin Adams. She points to an uptrend that comes with rotation, backed by strength in slower but steady economic growth. Gina believes the fundamental story will keep bulls in the driver's seat, believing hyperscalers signaling a spending pullback will be a downside catalyst...