Schwab Network

Charles Schwab's Jim Ferraioli talks all about Bitcoin futures on this week's Crypto Corner. He examines how hedge funds are appearing to build plans to go long as dynamics in the crypto space continue to shift. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download th...

Hawkeye 360 (HAWK) CEO John Serafini discusses the company's strong quarter, highlighted by 33% organic growth and 134% international growth. He points to rising demand across Asia-Pacific, the Middle East and Eastern Europe, as well as a new five-year National Reconnaissance Office contract. Serafini also explains how Hawkeye 360 is expanding its signals intelligence capabilities into real-ti...

Keith Buchanan examines the key forces driving today's market, including strong earnings growth, continued AI investment and the impact of rising treasury yields on valuations. He discusses the Fed's evolving messaging and what it means for investor risk appetite. Buchanan also outlines a diversified portfolio approach that extends beyond large-cap growth stocks to include international eq...

Target (TGT) delivered strong earnings, but Burt Flickinger remains cautious on the retailer's long-term prospects. He argues that underinvestment in distribution and logistics, along with mounting competition from Walmart (WMT) and Costco (COST), could limit future growth. Flickinger also discusses leadership and merchandising challenges that he believes leave Target disconnected from its cor...

LikeFolio's sentiment data on Walmart (WMT) shows that 90-day demand has moved up roughly 14%, about the same as the stock price year-over-year. However, as Landon Swan shows, Walmart demand is lagging compared to Target (TGT) and Costco (COST) even though it's ahead of Amazon (AMZN). He tells investors to keep an eye on any signs of growth deceleration in earnings, as any weakness can lea...

TrueCar CEO Scott Painter discusses how tariffs, interest rates and consumer behavior are reshaping the auto industry. He explains why higher vehicle costs are pushing some buyers from new cars to the used market and examines the current discounting cycle among automakers. Painter also highlights how TrueCar uses AI to track affordability and purchasing trends. ======== Schwab Network ======== Emp...

Charles Schwab's Kevin Horner says the S&P 500's (SPX) recent pullback is a healthy pause after a period of consolidation, with market leadership expanding beyond mega-cap technology stocks. He highlights The J.M. Smucker Company (SJM), which continues to trend higher while finding support at its 50-day moving average. Horner also points to ONEOK (OKE), whose breakout from a five-month...

Charlette Golder, co-portfolio manager of QTPI ETF, explains how the fund seeks high current income and capital appreciation while maximizing tax efficiency. She discusses the advantages of preferred and hybrid securities, including their potential to deliver higher taxable-equivalent yields than municipal bonds. Golder also highlights the ETF’s active management strategy and its focus on maintain...

While analog chip stocks don't get as much attention as their flashier AI peers, Ron Westfall believes this corner of the tech industry has plenty of room to run. A sector-wide sell-off is keeping many investors away, but as Ron explains, there's tailwinds in automotive and related businesses expanding the road ahead for chips. He names Analog Devices (ADI) as one of his stock picks. =====...

Ben Sturgill breaks down Lowe's (LOW) earnings beat, arguing that the company's growth was not organic. He compares the results to Home Depot's (HD) stronger quarter and explains why he's bullish on Target (TGT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Do...

Morningstar Wealth's Brett Husslein and Amanda Lai discuss whether Target's (TGT) recent surge to 52-week highs reflects a sustainable turnaround or a short-term rally. They examine the retailer's improving comparable sales, rising customer traffic, and $5 billion investment plan. The pair also highlight the contributions of Target's digital business and Roundel advertising platfor...

As oral arguments in the child safety trial for Meta Platforms (META) unfold, James Czerniawski explains the crux behind state prosecutor arguments pointing to "addictive" features of the Mag 7 company. He says features like autoplay and "infinite scrolling" make a strong case against Meta. That said, James explains that some studies the prosecutors use raise yellow flags in th...

Don Kaufman sees two strong bearish opportunities and one "shot" to the upside on Wednesday's Big 3. He sees a likely pullback in the State Street Health Care Sector SPDR ETF (XLV) amidst Moderna's (MRNA) stellar rally. In equities, he sees Arm (ARM) moving "back into a downtrend" while pointing to a tentative upside move in Nike (NKE). Don offers example options trades...

EGSI Financial CEO Ed Siddell expects economic growth to remain strong, supported by consumer spending, business investment, and healthy corporate earnings. He discusses rising consumer debt, forecasts a holiday spending boost, and sees any post-earnings weakness in Nvidia (NVDA) as a buying opportunity. Siddell also highlights long-term opportunities in precious metals, mining stocks, and nuclear...

Target (TGT) is taking market share from competitors in the retail space, says Greg Portell, who explains why he sees the runway for the big box retailer expanding after earnings. The company posted a strong beat which backs a 60% rally in the stock since the start of 2026. Greg discusses how Target can continue hitting the mark in future earnings and diversify itself from Walmart (WMT). Tom White...

Lowe's (LOW) hit on EPS but missed on sales as guidance taps the low end of Wall Street estimates. Marley Kayden sets the foundation for investors by outlining key metrics in the report and discusses what's causing the company to reevaluate as U.S. consumers feel the pinch of inflation. Prosper Trading Academy's Scott Bauer offers an example options trade for Lowe's that aims to &q...

Charles Schwab's Joe Mazzola gauges AI chip volatility in the U.S. and aboard, noting the South Korean KOSPI's rampant swings as more extreme than those in the PHLX Semiconductor Index (SOX). He discusses activity "above the surface" of the index level to volatile moves below as investors parse out winners and losers in the space. Marvell's (MRVL) new deal with Alphabet (GOOG...

David Busch, CIO at Trajan Wealth, discusses signs of a slowing economy and a growing divide among consumers, highlighted by results from Target (TGT), Lowe's (LOW) and TJX Companies (TJX). He outlines opportunities tied to AI infrastructure and monetization, while pointing to the Fed minutes, Jackson Hole and Nvidia (NVDA) earnings as key market catalysts. ======== Schwab Network ======== Emp...

Sarah Henry sees Target (TGT) in "the early days of its evolution" after the big box retailer posted a strong earnings beat. She explains how the company is capitalizing on inventory needs and digital growth through AI. Looking ahead to Walmart (WMT) earnings, Sarah says investors will be "laser-focused" on finding any weakness in the retail giant's high margin revenue stre...

TJX Companies (TJX) shares slid despite posting a beat and raise quarter on earnings while Estée Lauder (EL) soared. Diane King Hall explains discusses the tale of two retail giants to explain why one is seeing much more favorable trading action over the other. She turns to the housing market by outlining key takeaways in earnings from Toll Brothers (TOL). ======== Schwab Network ======== Empoweri...

Ryan Lynch of Zelnicker Dorfman Private Wealth discusses the treasury’s new buyback operation and what it could mean for market liquidity. He explains how lower yields and oil prices are supporting stocks, previews Walmart (WMT) earnings as a key consumer gauge, and highlights the role of fixed income in a diversified portfolio. ======== Schwab Network ======== Empowering every investor and trader...

The U.S. Treasury is "at least" doubling debt buybacks for longer-dated nominal coupon securities, causing a surge in fixed income activity after yields hit highs not seen in years. Kevin Hincks explains why the headline is so significant for bonds and beyond. He turns to global movers tied to the U.S.-Iran war after the United Arab Emirates cut off trade with Iran. In equities, Kevin di...

Walmart (WMT) reports earnings before Thursday's opening bell and will act as a bellwether for the retail space. Rick Ducat shows the recent decline in shares and a directionless trend in the stock ahead of Walmart's report. He warns traders to prepare for any scenario. Rick also offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and t...

Jharonne Martis, director of consumer research at LSEG, says there's a lot of positive signs to take away from Target (TGT) earnings in its rebound story. She packages all of her findings for investors and outlines how U.S. shoppers are showing signs of strength where Jharonne previously had concerns. She points to Walmart (WMT) as the next key test for consumers. ======== Schwab Network =====...

"It's a really tricky time for consumers," says Victoria Gousse, especially when it comes to the housing market. She explains how first time homebuyers face critical questions of leaving their home to upsize or downsize due to the uncertain path of interest rates. Victoria also sees supply tailwinds for the housing market but difficulties "to get a shovel in the ground" whe...