Schwab Network

Charles Schwab's Jim Ferraioli breaks down the latest crypto trends, key market flows to watch, and what recent Bitcoin price action is signaling. He explains why he views Bitcoin as a long-duration asset, argues that macro factors have limited influence on its year-to-date performance, and discusses its growing role as a correlation asset despite trading well below last year's levels. Fer...

Kingsview Wealth Management CIO, Scott Martin, discusses rising market volatility, the outlook for Fed policy, and what technical indicators are signaling about investor sentiment. He argues recent swings in stocks like Apple (AAPL), Micron (MU), Marvell (MRVL), and AMD (AMD) create opportunities for long-term investors rather than reasons for concern. ======== Schwab Network ======== Empowering e...

Ava Labs President John Wu explains how institutional investors are reshaping crypto markets, driving adoption of blockchain technology and stablecoin payments. He also discusses the growing convergence of traditional finance and decentralized finance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Wrapping up a busy week of earnings, Diane King Hall breaks down the strong profit growth from Exxon Mobil (XOM) and Chevron (CVX) as higher oil prices and global supply disruptions boosted results. Elsewhere, Reddit (RDDT) is falling despite a strong earnings beat as concerns over search referral traffic weigh on the stock, while Rivian (RIVN) tops earnings expectations and raises its full-year g...

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I. Walter also says Apple (AAPL) is taking a different approach, fo...

Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines. On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on stro...

Palantir (PLTR) has pulled back 41% from its all-time high as investors reassess its lofty valuation ahead of earnings. Tom White highlights the stock's weakening momentum and key resistance levels at $131 and $135. White also breaks down a double calendar spread designed to take advantage of the elevated implied volatility surrounding Palantir's upcoming earnings report. ======== Schwab N...

Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off. Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I....

Pagaya (PGY) delivered what CEO and co-founder Gal Krubiner calls an "epic" quarter, fueled by a resilient high-end U.S. consumer and the company's expanding use of A.I.. Krubiner explains how A.I. is helping Pagaya identify new customers and improve lending decisions. He says Pagaya's affluent customer base is benefiting from the tech boom in their own careers, supporting contin...

Amazon (AMZN) is rallying after earnings, and TripleLift's Rob Deichert says the company's powerful combination of retail, A.I., and advertising continues to drive growth. He points to Amazon's vast retail data, expanding AWS infrastructure, and integrated business model as creating a powerful competitive flywheel. Deichert also says Amazon continues to innovate while showing no meanin...

After getting beat up coming into earnings, Microsoft (MSFT) is closing the week strong. Brett Crowther highlights the $443 level as key near-term support following the company's strong earnings report. On the longer-term chart, MSFT has broken above its former resistance near $400, which could now act as support. Crowther also points to a bullish cup-and-handle pattern that suggests the stock...

Tech earnings wrap up a busy week as investors react to results from some of the market's biggest names. Jenny Horne explains why Amazon (AMZN) is rallying after its strongest AWS growth since 2021, while Apple (AAPL) slips despite reporting its "best quarter ever" as guidance and spending concerns weigh on the stock. Reddit (RDDT) also falls after warning of choppy search referral t...

Apple (AAPL) shares dipped after earnings despite a record quarter, as investors focused on weaker services and China revenue. Amazon (AMZN) rallied on strong AWS growth and record results, while Reddit (RDDT) faced pressure from concerns over search traffic despite beating expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Marley Kayden highlights Microsoft's (MSFT) strong jump post-earnings jump, reflecting investor confidence after its latest results. She also discusses Amazon's (AMZN) Zoox receiving federal approval, making a significant step forward for its autonomous vehicle ambitions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

George Tsilis and Marley Kayden break down Apple's (AAPL) 3rd quarter results. Shares fell in the postmarket despite what outgoing CEO Tim Cook called its "best quarter ever." The company posted adjusted EPS of $2.02 and revenue of over $109 billion, both beating estimates. However, its services revenue came in below expectations, as did its Greater China revenue. ======== Schwab Net...

Max Weinbach analyzes Apple’s (AAPL) latest earnings report and explains why weakness in services growth and China sales may be overshadowing the strength of its iPhone and Mac businesses. He discusses how Apple’s new leasing program, supply chain negotiations, and continued investment in hardware and R&D could support future growth, while AI remains a key factor in the company’s long-term pro...

Jeff Pierce and Marley Kayden break down the latest earnings from Amazon (AMZN), Coinbase (COIN), Strategy (MSTR), Reddit (RDDT), and Rivian (RIVN) highlighting the biggest surprises and what they mean for investors. Amazon beat on earnings while Coinbase missed. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Olivier Blanchard breaks down what Apple (AAPL) must deliver in its earnings report to support its $5 trillion valuation and maintain investor confidence. He explains why the company’s capital-light approach to AI may be a competitive advantage and examines how Apple’s new upgrade leasing program could drive iPhone sales and recurring services revenue. ======== Schwab Network ======== Empowering e...

George Tsilis breaks down FormFactor’s (FORM) strong earnings report, which sent shares soaring more than 26% after the company topped revenue and EPS expectations. He highlights rising gross margins and free cash flow, while pointing to growing demand for high-bandwidth memory probe cards as AI data center expansion continues to drive growth. ======== Schwab Network ======== Empowering every inve...

Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth. =...

Kevin Davitt breaks down the tech-fueled rally following Microsoft’s (MSFT) earnings and what it means for the Nasdaq-100. He highlights key trends investors should watch as the market digests recent gains and takes a closer look at the index’s biggest movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Charles Schwab's Adam Lynch examines the recent divergence between Bitcoin and Ethereum, with Ethereum benefiting from strong ETF inflows despite range-bound trading across major cryptocurrencies. He also discusses Strategy's (MSTR) pause in Bitcoin purchases, the fading prospects for the Clarity Act, and why digital assets have remained resilient amid geopolitical uncertainty. ======== Sc...

Defiance ETFs CIO Sylvia Jablonski argues that the "AI Hyperscalers" have replaced the Mag 7 as the market's biggest growth story. She discusses the AIHY ETF and highlights Microsoft (MSFT) and Oracle (ORCL) as leaders monetizing AI through cloud infrastructure, strategic partnerships, and strong profitability. ======== Schwab Network ======== Empowering every investor and trader, ev...

Qualcomm (QCOM) CFO/COO Akash Palkhiwala joins The Watch List to discuss the company's outlook, the growth of its automotive business, and how connected vehicles are transforming transportation. He explains why cars are becoming "smartphones on wheels" and shares Qualcomm's vision for bringing advanced connectivity to the auto industry. ======== Schwab Network ======== Empowering...

John Blank breaks down Apple (AAPL) ahead of its earnings report, calling it a premier company while discussing how investors should approach the stock in the current environment. He shares his outlook on taking profits, letting the stock "sweeten" over the coming months, and what to watch as Tim Cook prepares for his final earnings call as CEO. Blank also discusses the key themes invest...