Schwab Network

Keyvan Mohajer, CEO of SoundHound AI (SOUN), discusses his company's recent earnings which have grown ten times since the IPO four years ago. One factor he sees driving future growth: the company's OASYS platform, which he calls "decades in the making." Keyvan goes further into his expectations for the company by outlining recent acquisitions and partnerships. ======== Schwab Net...

Micron (MU) has been at the center of discussions on whether AI earnings growth is secular or cyclical. Nigam Arora offers his takeaways on that question to investors, explaining how memory supply pressures and AI models play a role in shaking up the guidance picture. He also adds color to the picture on the recent tech correction to help investors brace for another tentative shake-up. ======== Sc...

Simpro CEO Fred Voccola discusses how AI is transforming the workforce, creating new opportunities even as it automates some roles. He argues that AI acts as a digital colleague that enhances critical thinking and highlights the growing demand for skilled trades in an increasingly AI-driven economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Charles Schwab's Rachel Dashiell says the S&P 500 (SPX) may be due for a period of consolidation despite reaching fresh record highs. She highlights bullish technical setups in Exxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY), APA Corp. (APA), and ConocoPhillips (COP), while also pointing to improving momentum in silver miners including First Majestic Silver (AG). ======== Schw...

Dave Popple, PhD, founder and managing director of Psynet Group, dives into the psychology driving the Fed, how new leadership is impacting FOMC messaging and why the market craves a “clean answer” from the Fed chair and economic data points. Dave also explains the “self states” that govern human decision making and the psychology behind groups coming to a consensus. ======== Schwab Network ======...

Craig Hawley of Nationwide Financial examines how financial priorities are evolving across generations, with more Americans focused on protection and income stability than wealth accumulation. He discusses retirement challenges, student debt burdens, and why many remain optimistic about their financial future despite growing economic pressures. ======== Schwab Network ======== Empowering every inv...

Extreme Networks (EXTR) CEO Ed Meyercord discusses the company's eighth consecutive earnings beat, highlighting double-digit revenue growth, strong margins, and improving enterprise demand. He explains how the company's AI-powered networking platform is helping win market share from Cisco (CSCO) and HPE (HPE) while driving growth through automation, large customer wins, and expanding chann...

Horizon's Clark Allen discusses why active management and selective investing may be well-positioned in the current market. He highlights opportunities in small- and mid-cap stocks, international equities, and Horizon’s ETF lineup, including HBTA, while outlining the continued growth potential for active ETFs. ======== Schwab Network ======== Empowering every investor and trader, every market...

Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver on a roadmap to collect those profits. He then compares Super Micro to Dell Technolo...

LikeFolio's Landon Swan analyzes On Holding (ONON) ahead of earnings, highlighting strong consumer demand, premium pricing power, and successful expansion into apparel. He explains how On competes with Nike (NKE) and Lululemon (LULU) and why the stock's sideways performance may not reflect its revenue and margin growth. ======== Schwab Network ======== Empowering every investor and trader,...

"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the...

Dave Mabe, creator of MabeKit, discusses how traders can use AI to improve specific parts of their process, including position sizing and trade execution. He explains why documenting trading strategies is essential for identifying opportunities where AI can deliver more efficient, disciplined, and repeatable results. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Charles Schwab clients "embraced volatility," says Joe Mazzola, who points out that they bought dips where most others sold from. He points to options activity as another point of interest, especially in AI memory names like Micron (MU) and SanDisk (SNDK). As Joe explains, some of the biggest sells include Apple (AAPL), AMD Inc. (AMD), and Broadcom (AVGO). SpaceX (SPCX) ended the month a...

Prosper Trading Academy's Scott Bauer turns to stocks that recently experienced volatile moves, both to the upside and downside. He sees Intel (INTC) as a long-term trading opportunity, believes Uber Technologies (UBER) is experiencing "top-heavy" movement, and highlights a great "entry point" for Apple (AAPL). Scott offers example options trades for his picks while Rick Du...

You have to look under the hood of the jobs report to understand weakness concerns, says Ted Thatcher, who argues there were greater job losses shown than what the headline number suggests. He doesn't see those concerns on the earnings front, saying the beats across the board exceeded his already-strong expectations. He expects another strong beat from Nvidia (NVDA) but sees guidance facing a...

Raul Shah discusses expectations for Hims & Hers (HIMS) into earnings after Monday's closing bell. He believes the telehealth company is well-positioned thanks to the GLP-1 wave, arguing investors are severely underestimating how many Americans will use these drugs. Raul points to a key acquisition as another buoy that will drive profits long-term for Hims & Hers. Tom White turns to an...

Jefferies downgraded Apple (AAPL) after it says the iPhone maker will cancel its all-glass model, something the firm sees as a "major setback" to the Mag 7 company. Marley Kayden walks investors through the analyst commentary and ways it will impact Apple's price action. Prosper Trading Academy's Mike Shorr takes investors through an example options trade for the stock. ========...

"We think the Fed can stay in wait and see mode" and see how ecodata evolves, argues Charles Schwab's Collin Martin. Last week's decline in jobs through the July jobs report is something he sees "changing the calculus" of the Fed. Inflation prints will paint a different picture if they come in hot, says Collin, which will heighten interest rate hike expectations. He als...

Michael Shaoul argues that massive AI investment and continued government spending are helping keep the U.S. economy on solid footing despite softer jobs data. He discusses elevated AI expectations, strong corporate earnings, and why healthcare remains an attractive opportunity beyond the technology trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Kenny Polcari recaps key market moves over recent weeks to explain how earnings reinforce market strength for Big Tech and beyond. However, brace for volatility, as Kenny points out that August tends to be a low volume month that attributes to bigger-than-expected swings. Something else to watch for: "bad news is good news" becoming "bad news is bad news" for the Fed. Kenny exp...

"The demand is there" for AI, says Sam Vadas when discussing TSMC's (TSM) monthly revenue. Figures for the Taiwanese chip manufacturer continue to rise even as the reaction in the stock appears muted. Sam turns to analyst updates through Morgan Stanley's upgrade for HPE (HPE) and Well Fargo's upgrade for Dick's Sporting Goods (DKS). ======== Schwab Network ======== Empowe...

Patrick Fruzzetti of Rose Advisors says strong earnings growth, improving corporate guidance, and healthy financial conditions are continuing to support the market. He discusses the role of Mag 7 stocks like Microsoft (MSFT), potential risks from geopolitics and commodities, and why AI-driven innovation keeps him bullish on healthcare and pharmaceuticals. ======== Schwab Network ======== Empowerin...

Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week of economic data. It comes as signs the macro is "not working for the overall market." As for the U.S. and Iran, Kevin talks about how crude oil prices don't create many headaches despite disruption in the Strait of Hormuz. He t...

Ever since SpaceX (SPCX) hit public markets, Rocket Lab (RKLB) shares plunged as investors rethink how they view the evolving space trade. Rick Ducat examines the stark bearish action and recent rebound to show how the stock compares to peers like SpaceX and AST Spacemobile (ASTS) ahead of earnings. He then tuns to an example options trade for Rocket Lab. ======== Schwab Network ======== Empowerin...

High-end consumers continue to drive the economy, even in companies like Walmart (WMT). That's according to Steve Hochman, who makes the case that "segmentation strategy" will always win when it comes to companies focusing on getting different income classes to spend. He talks about how Walmart is adjusting to the shift in consumer spending and explains how TJX Companies (TJX) is out...