Schwab Network

The technology sector faced strong selling action on the session. However, Dell Technologies (DELL) and Palo Alto Networks (PANW) both rallied after beating on the top and bottom lines in earnings. Marley Kayden turns to the top stories that moved markets during and after Tuesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

U.S. manufacturing remains resilient and the U.S dollar to Japanese yen trade hits 160, though a lasting global bond selloff is keeping international investors on edge. The autonomous driving race is also accelerating ahead of Tesla's (TSLA) Cybercab event Thursday. Marley Kayden and Sam Vadas walk investors through their final takeaways of Tuesday's trading session.  ======== Schwab Netwo...

James Czerniawski takes a closer look into the FTC lawsuit against Amazon (AMZN) filed by the agency and 22 U.S. states. The suit alleges that Amazon made $20 billion off deceptive advertising practices. As James explains, the lawsuit can lead to heavy implications against Amazon should the Mag 7 giant be seen as liable.  ======== Schwab Network ======== Empowering every investor and trader, every...

Susan Spence, Chair, ISM Manufacturing PMI, details how the latest manufacturing data points to a cooling economy. While still in expansion, new orders and backlogs are down, and sentiment has deteriorated. Inflation and tariffs remain significant concerns, particularly in the computer and electronics sectors, with some respondents finding current conditions more challenging than the COVID-19 pand...

Brian Vieten of Siebert explains what lead to the recent rally in Bitcoin off a recent floor the cryptocurrency established. He points to Strategy (MSTR) selling Bitcoin, paired with Clarity Act uncertainty, as two key culprits to the spring selloff. Now, Brian has a $175,000 price target for Bitcoin after a short squeeze and comments from President Trump reinvigorated the crypto trade.  ========...

Are all the investments being made into AI going to pay off? That's the question Nigam Arora takes to Wall Street as he analyzes what growing debt tied to the AI trade means to a Fed he sees hiking interest rates. He makes the case the stock market can fall at least 30% if AI's "day of reckoning" ever comes to fruition. Nigam discusses what this worst case scenario means for equi...

Wall Street is starting to price in a 25bps interest rate hike for September, though it may come down to what next week's CPI print shows, says Zachary Hill. He adds that it won't matter long-term, so long as it's not the start of a hike cycle. Zachary warns that a pullback is likely in equities after Labor Day but makes the case that he would be a buyer if the economy doesn't dete...

Nvidia (NVDA) showed the AI trade remains very much alive, says Sylvia Jablonski, along with how important everything that energizes AI really is. She talks about how memory and photonics "fuel the engine" to AI, pointing to several ETFs investors can use to add exposure to portfolios.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Cory Johnson discusses Palo Alto Networks (PANW) ahead of the cybersecurity firm's earnings. He examines the company's partnership with Anthropic and how it highlighted numerous and unseen risks across the software space. When it comes to the earnings report, Cory tells investors to pay attention to how Palo Alto will expand its free cash flow and its platform.  ======== Schwab Network ===...

With a global selloff in the bond market, and the 10-year Treasury yield at 4.8% — the highest level since 2005, “a cash buffer and getting paid close to 4% is a great opportunity,” says Mamadou-Abou Sarr, co-founder of V-Square Quantitative Management. He explains how factor risk, value, yield, momentum, and more impact his investing models. As geopolitical and economic risks mount, he discusses...

Shares in Dell Technologies (DELL) look a “little rich,” says Landon Swan of LikeFolio. The stock rallied an eye-watering 240% so far in 2026. While laptop and PC demand declines, Landon says infrastructure revenue tied to servers is expected to be strong. He previews the Dell earnings by examining how it uses Nvidia (NVDA) AI chips, compares the company to one of its main competitors in Super Mic...

Market consolidation is not surprising, says Jay Mehta with Veraz Advisors, after one of the best earnings seasons in 30 years followed by Fed Chair Kevin Warsh comments that inflation hasn’t slowed meaningfully enough. Mehta’s market outlook is a nod to Nvidia (NVDA) revenue growth, which he notes extends beyond hyperscalers. While energy prices and rising rates can impact growth, he expects AI s...

Wall Street analysts are upping bullishness in Microsoft (MSFT), seen in BofA's lates price target hike.  Diane  King Hall explains why the firm sees the Mag 7 giant as one that can capitalize on AI growth, a view shared by Truist on CrowdStrike (CRWD). She also notes an upgrade on Akamai (AKAM) from Piper Sandler.  ======== Schwab Network ======== Empowering every investor and trader, every m...

CrowdStrike's (CRWD) huge quarter shows Ian Tien that the cybersecurity space is here to stay. The big question he poses for forward momentum: how will companies contain threats AI agents pose? Ian outlines how he sees LLMs offering more opportunities for growth in cybersecurity companies. John Watters explains how the rise of AI is forcing firms to "play catch-up" to fend off cybera...

Standard Nuclear (STDN) CEO Kurt Terrani calls his company "the gas station" of nuclear power as reactor deployments accelerate. He points to Standard's latest deal with the U.S. Army to install 20 microreactors on military sites as the latest indicator the nuclear power industry is making a comeback. Kurt further explains more on the fuel behind the company's "gas station&q...

Jessica Inskip turns to three stocks she sees becoming more tied to the AI trade. She notes GE Vernova (GEV) seeing the benefits of an expanding data center buildout, BlackRock (BLK) as a compelling stock with several arms for growth in the debt markets, and points to strong EPS upwards revisions in Western Digital (WDC). Charles Schwab's Kevin Horner offers insightful technical analysis into...

Longbow Asset Management CEO Jake Dollarhide dissects the current global bond sell-off, attributing it to sustained high oil prices and the resulting 'higher for longer' interest rates. He explains the inverse relationship between interest rates and bond prices, highlighting the struggles for diversified 60/40 portfolios. Dollarhide notes the significant corporate bond issuance from tech g...

Ryan Shrout of Signal65 expects Dell Technologies (DELL) to remain in a strong position in the AI buildout. He says the company owning its AI server business outright gives Dell an advantage, so long as backlog order delivery confirms prior guidance forecasts. Tom White offers an example options trade for Dell. ======== Schwab Network ======== Empowering every investor and trader, every market day...

The FTC and 22 U.S. states have filed a lawsuit against Amazon (AMZN) over allegedly manipulating advertising auctions and scalping more than $20 billion from over a million advertisers. Marley Kayden explains what makes the suit so significant for the Mag 7 firm just after Meta Platforms (META) settled its child safety trial. Tim Biggam offers an example options trade for Amazon. ======== Schwab...

Crude oil is once again raised concerns on Wall Street after prices hit $88 ahead of Tuesday's trading session. The 10-year Treasury yield also reached new highs not seen since January 2025. Tom White explains how these pressures factor into equities as geopolitical volatility mounts between the U.S. and Iran. AI chip stocks saw some of the biggest selling action ahead of Dell Technologies (DE...

Chris Versace shares a cautious view on September trading that many peers on Wall Street have due to mounting geopolitical risk. Comments on inflation last week from Fed Chair Kevin Warsh will also have Chris keeping a close eye on how upcoming inflation data will shape the FOMC's interest rate outlook. However, he sees buying opportunities ahead, outlining key levels to mind in the S&P 50...

Macro 'is getting a bit of a gut check today,' says Charles Schwab's Joe Mazzola, pointing to a steady climb in crude oil prices and Treasury yields as key drivers. He warns investors of a low VIX as something to mind amid all the geopolitical uncertainty and suggests hedging strategies as a way to protect portfolios. Joe tells investors to mind the S&P 500 (SPX) as well, believing...

Jeff Weniger, Chief Investment Strategist at Corgi Invest, explains why rising bond yields are not necessarily a sign of "impending doom." He points to the resilience of the U.S. economy, with surprising employment figures and expanding services and manufacturing sectors. Jeff also delves into the dynamics of oil prices, highlighting the rapid depletion of the Strategic Petroleum Reserve...

Higher crude oil, yields, and a stronger U.S. dollar are doing no favors for the stock market, says Kevin Hincks. Escalation in the Middle East is the key driver he points to. Kevin urges investors to watch any stocks involved in transportation and travel, along with a deal between the U.S. and Venezuela that will reportedly open the door to 65 billion additional barrels. ======== Schwab Network =...

Shares of Dell Technologies (DELL) have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. Tom White turns to the three-year chart to show how strong the stock's rally has been while outlining key support and resistance levels to watch. He turns to an example options trade for Dell. ======== Schwab Network ========Empowering every invest...