Schwab Network

The S&P 500 (SPX) remains strong, supported by solid earnings and fundamentals. Clayton Allison says diversification into areas like electrification and natural resources can help manage risk. Software is showing signs of recovery through the IGV ETF, while AI demand continues to support names like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO). ======== Schwab Network ======== Empowering ever...

Defense stocks are sliding despite ongoing global tensions. Bob Lang says names like Lockheed Martin (LMT), RTX Corp. (RTX), and Northrop Grumman (NOC) are underperforming the broader market, even with strong spending tailwinds. Political uncertainty and slower AI adoption are weighing on sentiment, while L3Harris (LHX), General Dynamics (GD), and GE Aerospace (GE) stand out as relative bright spo...

Marley Kayden breaks down why Arista Networks (ANET) is down 15% this month and why Raymond James still upgraded the stock to outperform. The firm says AI growth trends and demand from Meta Platforms (META) and Microsoft (MSFT) are driving the story. Dan Deming walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Charles Schwab's Michael Townsend breaks down why stocks are dipping into the weekend, the latest on U.S-China talks, and why there's still uncertainty around Boeing's (BA) expected plan deliveries to the country. He also discusses expectations for new Fed Chair Kevin Warshand why markets see little urgency for rate cuts right now. ======== Schwab Network ======== Empowering every inve...

Markets are pausing after recent gains. Raj Patel says AI enthusiasm is helping offset geopolitical and inflation concerns. Treasury yields above 4.5% could pressure valuations, but strong earnings and opportunities in small caps and global markets support staying invested. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Diane King Hall breaks down the biggest tech movers on the last trading day of the week. Figma (FIG) climbs after a beat and raise quarter while Applied Materials (AMAT) slips on similar earnings. Diane also touches on ServiceNow's (NOW) move higher on its AI partnership with Experian. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

The S&P 500 (SPX) is near highs, but weak market breadth points to a fragile rally. Russell Hackmann warns that strength is concentrated in names like Nvidia (NVDA), while rising yields and sticky inflation add pressure. Disappointing China trade developments and elevated valuations also raise the risk of a potential pullback. ======== Schwab Network ======== Empowering every investor and trad...

President Trump and Chinese president Xi Jinping wrap up their meeting in China. Kevin Hincks highlights the key takeaways from the summit, from a big sale of Boeing (BA) planes to China, to discussions surrounding the Strait of Hormuz and crude oil. He later talks about the issues Kevin Warsh has in tackling inflation as the U.S.-Iran War continues. ======== Schwab Network ======== Empowering eve...

Baidu (BIDU) has vastly outperformed its Chinese tech peers, but as Rick Ducat points out, shares bounced off support several times into its latest rally. He walks investors through the stock chart's one-year history to highlight key support and resistance levels to watch ahead of Monday's earnings. Rick then offers an example options trade for Baidu. ======== Schwab Network ======== Empow...

Tucker Perkins believes Iran is at a tipping point for its oil production and storage, leading him to believe a conclusion to the conflict is on the horizon. He outlines what it means for current crude oil prices and the direction he sees them moving in the weeks ahead. Tucker also tackles natural gas and propane demand, explaining how it helps insulate the U.S. from future energy volatility. ====...

Laura Ullrich, director of economic research at Indeed, talks about the fragility she sees in the labor market. As Laura explains, it's not just tech seeing weakness in growth and stability. She talks to investors about ways to navigate the "very tough time" for job seekers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Nvidia (NVDA) hit an all-time high this week as the Mag 7 leader gets ready to report earnings next week. Charles Schwab's Brett Crowther turns to the short and long-term price action in the stock to highlight the "bullish pressure" it faces ahead of the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Investors are bracing for a price hike from the Fed, says Mike Sanders, though he doesn't see the FOMC doing so with the Strait of Hormuz remaining closed. He explains why the spike in energy prices and its forward rate of change won't shake a Fed led by Kevin Warsh. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Markets wanted more from the meeting between President Trump and Chinese president Xi Jinping, says Alex Coffey. He talks about the "warm words" between the global leaders and what it means for Wall Street as it steps down from a stunning tech-led rally over recent weeks. Cerebras (CBRS) entered the market in the midst of the strong upswing but saw weakness ahead of Friday's opening...

Nvidia (NVDA) reached a fresh record high after reports the U.S. approved H200 chip sales to select Chinese firms including Alibaba (BABA), Tencent, and ByteDance. Cisco (CSCO) also climbed to a new high on strong AI driven demand, while Cerebras Systems (CBRS) stunned Wall Street with a massive IPO debut. Applied Materials (AMAT) topped earnings expectations and boosted its outlook as AI infrastr...

Retail sales rose modestly in April, but higher gas prices are masking softer consumer demand. Sam Vadas and Marley Kayden highlight regulatory pressure around the Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) deal, along with mixed signals from Boeing (BA) and Chinese names like Alibaba (BABA) and JD.com (JD). Applied Materials (AMAT) also sets the tone in semis with strong results....

Applied Materials (AMAT) posted strong results, pushing past concerns around China and supply chains. David Nicholson points to continued demand for advanced chip packaging, while the Cerebras Systems (CBRS) IPO highlights growing competition with Nvidia (NVDA) in AI chips. Even with strong momentum, questions remain about whether long-term returns will justify the surge in AI spending. ======== S...

Serve Robotics (SERV) CEO Ali Kashani discusses the company's 578% year-over-year revenue growth and why the focus is shifting from expansion to improving monetization per robot. He says AI robot capabilities will improve over time, with hospitals and healthcare emerging as major long-term opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Joe Cavatoni of the World Gold Council breaks down the latest moves in the metals market. He points to geopolitical tensions and Middle East driving prices in the yellow metal higher. Joe also discusses the recent correction in gold, investor demand, and why recycling trends may matter more than jewelry going forward. ======== Schwab Network ======== Empowering every investor and trader, every mar...

A small group of stocks is driving most of the market’s gains, raising concerns about downside risk. Ron Santella of Teramo Advisors explains how his firm's HEDG ETF aims to limit portfolio losses when selling occurs. Ron says the focus is on protecting portfolios while still participating in the rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

David Trainer and Moshe Katri debate the future of buy now, pay later stocks after Klarna (KLAR) rallied on earnings. Moshe says the sector remains one of fintech's fastest growing categories despite fintech underperforming this year, while David argues the sector still faces major business model concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Applied Materials (AMAT) faces a high bar after its rally, as Chris McMahon sees strong expectations but limited upside if results simply meet forecasts. He points to KLA Corp. (KLAC) as a more attractive semiconductor equipment play, while noting China and trade dynamics remain key risks. AI-driven demand continues to support the broader sector. ======== Schwab Network ======== Empowering every i...

Adam Lynch breaks down the latest Bitcoin and crypto ETF flow trends. Despite recent outflows, he says overall ETF inflows remain positive for the crypto market. Adam also talks about the latest legislative traction the crypto space has made on Capitol Hill. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Braze (BRZE) is leaning into AI-driven personalization, using first-party data to move beyond basic automation. Co-founder and Chief Technology Officer, Jon Hyman, explains how the platform enables scalable, real-time customer engagement while maintaining authenticity. As AI reshapes communication, the focus shifts to how autonomous agents can drive loyalty and revenue. ======== Schwab Network ===...

According to LikeFolio's data, Nvidia (NVDA) is gaining web traction while AMD Inc. (AMD) lost significant momentum. The main reason behind the divergence? Megan Brantley believes it's about the excitement behind Nvidia's upcoming Vera Rubin chip. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...