Schwab Network

This week's Tech Corner focuses on SanDisk (SNDK), one of the flagship names leading the AI memory trade. George Tsilis discusses the stunning strength in financials and pricing power driven by the AI buildout and supply constraints. However, those same constraints can become a headwind down the road, with George pointing out the double-edged sword of cyclicality as a concern. He then takes in...

Brett Crowther of Charles Schwab says the S&P 500 (SPX) recently broke out of a bull flag pattern but not enough to break out to new record highs. He highlights key technical indicators he sees as essential for bulls to reach the new milestone. In Palo Alto Networks (PANW), Brett shows how a slowdown in RSI is keeping the stock in a wide but consistent trading pattern. He adds that appetite fo...

The consumer backdrop is likely to get worse before it gets better, according to Kristoffer Inton, which he says will add pressure to General Mills (GIS). The company moved lower toward 52-week lows after earnings. Kristoffer says the company is number one or two in many of the brands it sells, it's primarily the macro factors plaguing consumers he sees as headwinds. Andrew Wang considers the...

Kevin Carter of EMQQ Global says there weren't many substantial takeaways to take away from President Trump and China President Xi Jinping's meeting this week. That said, he still sees opportunity in Chinese stocks as the country expands its own AI infrastructure capabilities. Kevin outlines EMQQ's China AI ETF (AICH) and China AI Tigers LLM ETF (TGRZ) as examples into how the firm is...

On Holding (ONON) is leading its biggest rivals in consumer demand, including Adidas (ADDYY) and Nike (NKE), according to LikeFolio's data. Andy Swan explains how the company's latest initiatives, including signing Kylian Mbappé, offers long-term growth potential that give On a chance to become the next "cult-like brand." LikeFolio's data shows how a buy opportunity for the s...

Costco (COST) moved higher on Friday following an earnings beat that signaled resiliency amid greater economic uncertainty. However, as Mel Casey notes, membership numbers are what matter the most to analysts to gauge guidance. A slowdown in new memberships initially sent shares to the downside, leading Mel to highlight the importance of a widening K-shaped economy. Jharonne Martis explains how Co...

Sarah Henry discusses the "really interesting gap" between "what consumers say and what they do." As she explains, the disconnect comes from waning sentiment amid still strong spending, even if that spending becomes pickier. Sarah makes the case that the trend isn't a new one as she takes investors through data since 2019. McDonald's (MCD) value pivot is one Sarah focus...

The stock market has become "one-dimensional," argues Tim Bohen (@stockstotrade), pointing to the AI trade single-handedly pulling the S&P 500 (SPX) and Nasdaq-100 (NDX) toward record highs. That said, he sees several trading opportunities in the tech sector. Tim believes AMD Inc. (AMD) will benefit from parabolic AI compute demand, sees StablecoinX (USDE) as an aggressive play on Bi...

Eddie Ghabour of Key Advisors Wealth says his firm has deployed "a lot of cash" since the Fed's interest rate hike last week. He sees bullish opportunities ahead, noting a surge in volume from last Friday's trading session as a signal bulls are taking back the wheel on Wall Street. Eddie expresses why he's "cautiously optimistic" into Micron (MU) earnings next week...

While most of the Mag 7 have recently reestablished leadership in the stock market, Amazon (AMZN) has lagged in recent weeks since hitting all-time highs in early August. Kai Wu says the stock has the "most interesting set-up" of the group. He says the fundamentals for the ecommerce giant remain strong, it's the AI CapEx that Kai believes ignites investor concerns. He makes the case...

Collin Martin (@CharlesSchwab) sees one more interest rate hike from the Fed with a second "very likely" before the end of 2026. He outlines his case for further hikes and offers a closer look into the "junk bond" market, which has seen more interest during the AI buildout. Alexandra Semenova makes the case the rate hiking cycle will be a shallow one but expresses concerns for...

A new seven-year deal between Anthropic and Akamai (AKAM) sent shares for the latter higher on Friday's session thanks to the deal's $11.6 billion price tag. Marley Kayden offers more details on the agreement and why it's a big deal for the greater AI trade. Dan Deming offers an example options trade for Akamai.

Earnings expanding at a "historic rate" is what Ahmed Reisgo points to as the key driver to lasting market momentum even as Treasury yields spike. He also brushes back concerns that the U.S. economy is "overheating" despite the earnings uptick. On the Fed, Ahmed makes the case that the committee will make a "mistake" to hike interest rates as much as markets are prici...

September's consumer sentiment report was better than expected but still fell from August. Kevin Green notes that the figures dragged down the major indexes and explains why the report is so significant to investors. He also talks about the flat durable goods orders print that underwhelmed investors ahead of Friday's opening bell. As for crude oil, KG points to the latest headlines leading...

Akamai (AKAM) and Anthropic's $11.6 billion deal is something BofA expects to benefit AMD Inc. (AMD). Daine King Hall talks about the firm's price target hike from the analyst on expectations of strengthening CPU demand. On the downside, she notes HSBC's downgrade on Twilio (TWLO) and BofA's downgrade on Nike (NKE).

Art Hogan says the 10-year Treasury yield being above 5%, paired with elevated moves in other long-term yields, are "normal," it's just that "we're not use to it." He weighs how strength in the U.S. economy pushes his concerns back. Art adds that the narrowness of the tech and energy-led rally isn't concerning to him either, so long as the economy flexes strength. O...

Sam Stovall talks about the "limbo period" between earnings season markets are currently existing in, though it hasn't felt like it for some with the historic climb in Treasury yields. He talks about how it affects the Fed's interest rate outlook. As for what to expect next earnings season, Sam warns of a rising earnings bar, suggesting the mentality of "it doesn't get m...

Renewed hope for a U.S.-Iran peace deal is keeping crude oil pinned below $95 after the commodity tapped levels above the price Thursday. Kevin Hincks adds that the positive tone extends to the Trump-Xi summit that is continuing Friday, noting that several top company executives also had a chance to speak with China President Xi Jinping Thursday night. Though Treasury yields remain at historic hig...

BofA hiked its price target for AMD Inc. (AMD) after the chipmaker's stock already surged about 200% since the start of 2026. Rick Ducat highlights the stunning climb in shares and key levels to watch while offering an example options trade for AMD.

Drew Pettit of Roundhill Investments remain bullish on the AI trade due to its lasting growth runway. He remains constructive on the Mag 7 and argues that not all seven stocks have to work together at the same time to lift the market. Small caps is one pocket of Wall Street he sees gaining risk due to the heightening interest rate environment. On general market movers, Drew believes investors are...

Peter Andersen believes the AI trade offers headwinds, but also opportunities for companies across Wall Street. One corner of the market he sees with the biggest upside: cybersecurity. He names Palo Alto Networks (PANW) in particular as a leader in the space. When it comes to adding guardrails to AI, Peter does not believe AI is at the level of human thinking, disregarding immediate attention. How...

Crude oil has pulled back slightly ahead of Friday's trading session, but Treasury yields remain elevated near multi-decade highs. Kevin Green takes investors through the macro pressures creating lingering volatility for commodities and yields, along with the impacts they will have on equities as the S&P 500 (SPX) to hold a breakout from a bull flag pattern. KG then touches on the Trump-Xi...

The energy trade continues to face lingering pressures, and it's not just crude oil seeing the climb in prices. In the AI trade, an OpenAI data breach in Australia keeps digital safety concerns elevated. Sam Vadas and Marley Kayden talk about their top takeaways on Thursday's trading day.

Kenneth Wong of xETFs explains how his firm is keeping an eye on AI bottlenecks, especially in memory, pointing to South Korean companies SK Hynix and Samsung as the "heart" of the trade. That said, Kenneth says AI memory "is not a two-company story." He talks about how products from xETFs aim to give investors exposure to wide range of international "picks and shovels&quo...

Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about the company's Snapdragon Summit and ways new technology is changing the AI trade. New tech Qualcomm is unveiling includes the Snapdragon 8 and Elite Gen 6 smartphone chips just as the company renews its global patent license with Apple (AAPL). Agentic AI will drive a lot of Qualcomm's new tech, with Akash outlining how AI will e...