Schwab Network

David Siemer still sees a chance the CLARITY Act gets passed in Congress, but admits it is not a great chance. He addresses the pullback in Bitcoin calling it a "reversion to the mean" as well as the perceived winners in on-chain tokenized solutions like Ethereum. David also weighs in on Michael Saylor and Strategy's (MSTR) decision to sell some of its Bitcoin holdings. ======== Schw...

YieldMax's Mike Khouw discusses several ETF products that tap in to AI and semiconductor themes. He explains the differences in harvesting options premiums and how investors can find exposure levels vary from each ETF. Mike explains reasons why an investor would choose an ETF as opposed to the single stock route. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Greg Portell and Bryan Gildenberg discuss McDonald's (MCD) earnings and the growing importance of value for consumers navigating economic uncertainty. They highlight stronger international performance, rising consumer stress in the U.S., and why chains like McDonald's and Taco Bell are benefiting as shoppers prioritize affordability and convenience. ======== Schwab Network ======== Empower...

Hendi Susanto visits Nicole Petallides at the NYSE set to preview AMD (AMD) earnings. He believes Lisa Su's company is looking to evolve from just a chip provider to a full stack provider for AI infrastructure use. Hendi says investors should look for data center revenue figures and its AI accelerator business scalability in the report. Lastly, he is eager to hear from management on rising mem...

Alex Roy says investors need to pay attention to free cash flow and see if operating cash flow improvements reveal themselves in SpaceX (SPCX) earnings. The Elon Musk company releases its first earnings report as a publicly traded company after Tuesday's close. Aside from earnings, Alex says this company should be viewed as a telecommunications infrastructure play. He likes the vision of the c...

Patrick Kellenberger discusses the evolving U.S. labor market, where hiring has slowed even as job openings remain elevated and layoffs stay contained. He explains how AI is reshaping entry-level roles and why workers must embrace upskilling and AI adoption to stay competitive. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Sam Vadas cites Palantir (PLTR) CEO Alex Karp's enthusiasm and earnings beat as two primary drivers behind today's surge in share prices. The AI software company notched beats in its U.S. commercial revenue segment and sent the stock to levels not seen since early 2026. Sam shares the Street and analyst takeaways on PLTR, saying there's almost an "August reset" on the overall...

LikeFolio's Andy Swan makes the long-term case for SpaceX (SPCX), highlighting rapid Starlink subscriber growth and major partnerships with Anthropic and Google. While he expects volatility following the company's public debut, Swan argues SpaceX's dominance in space infrastructure and ambitious vision position it for significant future growth. ======== Schwab Network ======== Empoweri...

Morningstar's Matt Dolgin says Spotify's (SPOT) long-term thesis "is completely intact" and any weakness after earnings "should be bought." CFRA's Ken Leon has the opposite outlook saying his firm downgraded Spotify to a hold rating. Ken posits the thought that Spotify could eventually be a takeover target in an ever-consolidating media landscape. Both discuss subsc...

Ethos CEO Peter Colis discusses the company's strong quarterly results, including triple-digit revenue growth and a surge in new life insurance policies. He explains how Ethos uses data and technology to simplify the insurance buying process and outlines the company's plans to capitalize on the large, untapped U.S. market, including expansion into annuities. ======== Schwab Network =======...

Charles Moon maps out the fundamental case for a trio of names on his radar: Meta Platforms (META), Okta Inc. (OKTA) and the GLD ETF. As markets reach new all-time highs, he explains why he's looking at 3 very different investing opportunities while Rick Ducat dives deep into the technical chart formations to monitor. ======== Schwab Network ======== Empowering every investor and trader, every...

Anthony Saccaro, President of Providence Financial and Insurance Services, discusses the market's record highs, the impact of energy prices on inflation, and whether slowing GDP growth raises stagflation concerns. He highlights midstream energy stocks as a tactical opportunity and explains why AI infrastructure-related industrials remain attractive despite worries about an AI bubble. ========...

Caterpillar (CAT) beat expectations and raised its sales outlook. Marley Kayden examines the company's record equipment backlog and strong order rates as Caterpillar's momentum builds across its core construction, power and energy, and resource industries segments. She notes Caterpillar's growing role in the artificial intelligence (A.I.) infrastructure build-out, particularly in provi...

Ed Butowsky breaks down why McDonald's (MCD) earnings sparked a rally across fast-food stocks despite weaker traffic trends, highlighting opportunities in Yum! Brands (YUM) and Shake Shack (SHAK) while outlining a more cautious view on McDonald's. Tom White adds an example options trade as the pair discuss record-high stocks, falling oil prices, and improving market sentiment. ======== Sch...

"Market breadth could be telling us that this correction phase could be completely completed," says Rachel Dashiell. She joins Sam Vadas to discuss current conditions leading to new record highs for the S&P 500 (SPX) and Dow Jones ($DJI). Rachel uses several technical indicators to provide her analysis of the markets, including a chart of the NYSE New Yearly Lows fading. For the Mag...

Longbow Asset Management CEO Jake Dollarhide breaks down the market’s reaction to big tech earnings, highlighting continued strength in the AI trade led by Amazon (AMZN), Microsoft (MSFT), and Palantir (PLTR). He also discusses how financials and industrials are benefiting from the tech-driven rally, why earnings expectations have become exceptionally high, and the risks posed by rising yields and...

Wall Street opened Tuesday's trading with green arrows including record levels reached for the S&P 500 (SPX) and the Dow Jones ($DJI). Diane King Hall examines a few individual stocks on the move, including Wayfair (W), Spotify (SPOT) and Merck (MRK). For Merck, the biotech company pulled back from premarket gains as investors react to its latest earnings. Diane points to Spotify's sub...

Ryan Dykmans cautions investors to carefully monitor inflation amidst an "exuberance" pertaining to Iran/U.S. talks on reopening the Strait of Hormuz. He says people should manage their risk and look at how they balance equities to fixed income. Ryan believes sticky inflation is the "number 1 thing" people are watching, but going forward he still sees supply-chain constraints a...

Scott Zelniker and Nicole Petallides turn their attention to the Federal Reserve's rates roadmap. Scott details his stance on why Kevin Warsh should consider a rate cut now. He and Nicole examine the move in risk-on assets as the Dow Jones reached a new all-time high on Monday. Scott explains why sectors like financials and industrials are on his watch list. ======== Schwab Network ======== Em...

Crude oil prices fell sharply following comments from Treasury Sec. Scott Bessent which indicate positive developments on re-opening the Strait of Hormuz. Kevin Hincks recaps the geopolitical headlines hitting the wire prior to Tuesday's open. Later, he previews a meeting between AI leaders and White House officials set to take place today. Kevin says investors need to pay attention to jobs da...

With AMD (AMD) earnings set to step into the limelight after Tuesday's close, Rick Ducat dissects the chart patterns for the AI chipmaker. He compares AMD to its peers and shows the big run-up in stock price over the past year. Later, Rick illustrates an example options strategy using a neutral to bullish put vertical. ======== Schwab Network ======== Empowering every investor and trader, ever...

Dryden Pence says the AI industry has moved from proof of concept to rapid adoption, which has positive impacts on companies like hyperscalers. He says those hyperscalers are buying into the AI infrastructure of the future, taking their own profits and re-investing into memory and chipmakers. Dryden lists Micron (MU), Nvidia (NVDA) and Microsoft (MSFT) among his stock picks. ======== Schwab Networ...

With the Dow Jones reaching a new record high and a "whiplash" of market swings this summer, Erin Gibbs joins Diane King Hall to provide her latest market commentary. She "loves this earnings season so far" but says geopolitical headlines impacting crude oil prices could elevate inflation's impact. Later, Erin makes the case for a few stocks including Antero Resources (AR),...

Description: Walmart (WMT) shares might face a price rollback following a downgrade at Oppenheimer. Ben Watson joins Morning Movers to show the technical formations taking shape on its chart. For WMT on a short-term, he looks at a range between $110-$113 as key levels. Backing out to a 1-year chart, Ben shows the significance of $113 being a longer-term area of support. ======== Schwab Network ===...

Jenny Horne dives into the latest quarterly figures from fast food giant McDonald's (MCD). She points to a revenue miss and breaks down the domestic versus international operations for the Golden Arches. Meanwhile, Jenny takes a look at Merck's (MRK) oncology drug strength as a key part of its post-earnings move. ======== Schwab Network ======== Empowering every investor and trader, every...