Schwab Network

HP Inc. (HPQ) shares saw explosive upside action after experiencing a significant downtrend over the last year. Charles Schwab's own Kevin Horner weighs the stock's short-term rally against long-term weakness to explain how institutional investors are re-energizing shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Headlines that the U.S. and Iran are making progress toward a peace deal has futures rallying ahead of Tuesday's open. Jenny Horne explains why the move is a sight for sore eyes as traders prepare for a holiday-shortened week on Wall Street. Pony AI's (PONY) earnings have investors pouring int the stock while Ferrari (RACE) shares hit the gas after the company unveiled its Luce EV vehicle....

Sam Vadas says consumer sentiment is at all time low and it's raising concern amongst the younger population for housing security. She also discusses Kevin Warsh sworn in as the new Fed Chair.

Reid L'anson breaks down how the war in Iran is impacting the energy market. He says coming into the year thinking we'd be short on oil helped coming into geopolitical conflict, but every day the strait of Hormuz stays closed we lose profit. He also touches on bond market trends to monitor and what's next for China. Reid L'anson breaks down how the war in Iran is impacting the ener...

Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to data centers and energy companies as key beneficiaries. Dan turns to the quantum computing space as another portion of tech investors shou...

Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest asset isn't the physical rockets, but instead the data around them. Lisa also says Starlink might be important than the whole IPO itself and there's now full-scale reusability that we've never seen in space before. Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest a...

Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on mar...

Intel is trying to reinvent itself as a major player in A.I. infrastructure, foundry services, and advanced chip manufacturing. In this week's Tech Corner, George Tsilis breaks down the companies latest earnings, growing momentum in its Data Center and AI business, and why its Intel 18A process technology is drawing attention from major companies like Apple. George also examines the key risks...

David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 global markets. He shares his taking an being short bonds and ways it balances interest rate hikes. David also covers how his firm positions portfolios in heightened geopolitical uncertainty. David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 gl...

Joanne Hsu, director of surveys of consumers at the University of Michigan, talks about the university's latest consumer sentiment print and why it's "very clear" Americans are feeling financial pressure. She walks investors through the report, the dividing lines between political parties, and ways lasting effects the Strait of Hormuz closure continues to hit wallets.

Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500 (SPX) near record highs. On stock movers, he explains technicals backing rallies in Intuitive Machines (LUNR) and Joby Aviation (JOBY).Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500...

James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership. James Czer...

IBM Corp. (IBM) has entered the quantum computing space with lots of headlines. Charles Schwab's Joe Mazzola says the turn toward new innovation gives the legacy tech firm more room to run. Kevin Hincks points to the U.S. government's payment to IBM as an example that it can capitalize on the quantum industry's early steps. Joe turns to a bullish example options trade for IBM while Kev...

Rigetti Computing (RGTI) shares are making a quantum leap. Megan Brantley (@LikeFolio) says we're still in the very early stages of the technology but attributes the big rally across the space to investors and businesses looking to get ahead of the trend. She uses LikeFolio's data to explain where the firm sees Rigetti standing against other quantum peers. Rigetti Computing (RGTI) shares a...

Ross Stores (ROST) posted earnings at the end of a week packed with retail reports. Chris Wang believes the big box retailer's growth can continue to outpace competitors as consumers become more value conscious. Brett Husslein of Morningstar sees gains continuing short-term but notes the company faces long-term headwinds should inflation stay high. Ross Stores (ROST) posted earnings at the end...

Eddie Yoon breaks down May's consumer sentiment report as it comes in at a record low. Ukraine's attacks on Russian oil supply, paired with the U.S.-Iran War, are key reasons he believes are driving sentiment lower. Eddie also highlights that addiction to doom scrolling and the impact of GLP-1 drugs. Eddie Yoon breaks down May's consumer sentiment report as it comes in at a record low....

Tim Bohen (@Stockstotrade) believes the stock market remains resilient despite all of the volatility surrounding global trade. His bull thesis revolves around the AI evolution and highlights stocks he sees aiding growth in the sector. Tim explains why he sees long-term potential in Bloom Energy (BE), Applied Digital (APLD), and Apple (AAPL). Rick Ducat backs Tim's analysis by highlighting key...

@TheTechnicalTraders's Chris Vermeulen talks about SpaceX's incoming IPO and ways it re-energizes investors. He also talks about expectations for the market with stocks near all-time highs, noting that it's important to keep an eye on slower moving trends. Chris remains a bull on the silver and gold trade, making the argument discussions on metals have gone quiet after traders that pil...

From Walmart (WMT) to Ross Stores (ROST), and everything in between, Jharonne Martis highlights the slew of retail earnings investors got this week. She talks about the strengths and weaknesses she sees in American consumers following the reports. George Tsilis then turns to an example options trade for Walmart. From Walmart (WMT) to Ross Stores (ROST), and everything in between, Jharonne Martis h...

Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution. Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big stando...

David Woo explains why stocks keep moving higher and his bear case for AI despite the recent rally. He argues AI models may already be hitting limits. David discusses Anthropic's "Mythos" model and why only 50 users have access due to cybersecurity risks. On greater market movers, he talks about what he believes is really driving earnings growth, and why stock and bond markets see th...

The S&P 500 (SPX) is on its longest weekly winning streak since 2023. Charles Schwab's Joe Mazzola says soft data in consumer sentiment is now testing that run despite resilient economic data suggesting otherwise. He talks about the disconnect between the data sets. On equities, Joe outlines his expectations for the tech sector as investors continue to pile into the space despite recent bo...

Consumer sentiment continues to slide, as Kevin Green points to metrics suggesting Americans are more concerned about their wallets getting pinched by inflation. He turns to the biggest factor driving those concerns: the Strait of Hormuz. KG touches on the disconnect between headlines suggesting peace talks are occurring from a lack of traction in Iran. With Kevin Warsh being sworn in as Fed Chair...

James Demmert tells investors to look at earnings growth and predicts by 2030, the Dow Jones Industrial Average ($DJI) will double. He also sees the S&P 500 (SPX) tapping 8,100 by the end of 2026. James then covers Nvidia's (NVDA) earnings, arguing the company cut out doubts on the AI trade slowing down. James also likes Apple (AAPL) in the Mag 7, saying, "Apple has been somewhat igno...

Ahead of a long holiday weekend, Diane King Hall highlights key earnings moving the stock market Friday morning. Ross Stores (ROST) shows consumers still have their eye on value, Deckers (DECK) stepped up with a beat, and Take-Two Interactive (TTWO) reiterated the release date of Grand Theft Auto VI. Ahead of a long holiday weekend, Diane King Hall highlights key earnings moving the stock market F...