Schwab Network

Joe Cavatoni examines gold’s pullback from record highs and explains why resilience remains the defining theme for the precious metal. He breaks down the key supply and demand trends shaping the market, the ongoing impact of central bank buying, and how investor appetite for gold continues to evolve. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Mary Jane Matts discusses how Microsoft’s (MSFT) strong cloud results could signal continued momentum for AWS, Amazon’s (AMZN) primary growth engine. She highlights Amazon’s emerging supply chain services business as a potential future growth driver and explains why long-term investors may find opportunity as the market remains focused on near-term concerns and momentum-driven trades. ======== Sch...

LikeFolio's Landon Swan examines Amazon’s (AMZN) evolving growth story as AWS faces mounting competition from Microsoft’s (MSFT) Azure. He discusses why rising cloud infrastructure spending and Amazon’s investment in Anthropic may be better viewed as long-term growth drivers rather than short-term headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Ali Mogharabi and Lauren Cassidy discuss Meta Platforms’ (META) shares falling after the company reported an earnings miss and issues lighter than expected guidance, leaving investors underwhelmed despite signs of strength in its core business. Lauren breaks down why the quarter was an overall disappointment, while Ali explains why Meta’s fundamentals may be stronger than Wall Street has been givi...

AT&T's (T) Brett Feldman discusses the company's strong quarter, driven by growth across fiber internet, fixed wireless, and postpaid phone services. He also explains how AT&T's $23 billion Spectrum acquisition positions the company to meet rising connectivity and AI-related demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Jason Brown walks through today's Big 3 stocks, Nvidia (NVDA), Home Depot (HD), and CSX (CSX) and offers example options trades for each setup. He discusses growing competition for Nvidia, the headwinds facing Home Depot, and why CSX stands out as a reasonably-priced stock in the S&P 500 (SPX). Charles Schwab's Kevin Horner analyzes the technical charts to highlight key levels and mark...

Tony Zhang breaks down the stock market rally driven by strong Mag 7 earnings while explaining why Wednesday's selloff reflected a sharp hawkish repricing. He also shares his outlook on the current market environment and walks through example options strategies for Intuit (INTU) and Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Henry Greene of KraneShares explains why he remains bearish on Rivian (RIVN), pointing to challenges in the U.S. EV market and the expiration of tax credits. He also discusses global EV opportunities, including China, before Tom White outlines a bullish options strategy for Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Jenny Horne breaks down Meta Platforms' (META) second quarter earnings, highlighting AI driven ad growth, weaker than expected earnings, a sharp drop in free cash flow, and massive capital expenditures. Joe Tigay walks us through an example options trade for Meta. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable...

Kevin Gordon of Charles Schwab says the lack of movement in cap-weighted indexes is masking major moves beneath the surface, with a breakdown in momentum and a rotation away from megacaps and semiconductors. Gordon says the fact that the market has held up is a positive sign, and also analyzes the bond market's reaction to this week's FOMC meeting. ======== Schwab Network ======== Empoweri...

Gene Goldman, CIO at Cetera Financial Group, discusses the rotation from growth to value stocks and explains why investors should stay disciplined amid market volatility. He highlights opportunities in small- and mid-cap stocks, industrials, healthcare, and financials while emphasizing the importance of buying market dips. ======== Schwab Network ======== Empowering every investor and trader, ever...

While Amazon (AMZN) shares are relatively flat in 2026, the stock has still gained 67% over the past three years. Can its postmarket earnings break the stock out of its recent range? Tom White examines the chart and places an example trade on the retail giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Starbucks (SBUX) changes under Brian Niccol are driving customer reengagement and strong 3Q earnings. R.J. Hottovy of Placer.ai says location facelifts and the return of the coffee house feel are fueling gains. Chipotle (CMG) is also seeing positive transaction and visitation growth, with menu innovation keeping customers engaged versus competitors. Meanwhile, Yum Brands (YUM) deals with the fallo...

'Any weakness in the stock is a buying opportunity' according to Ivan Feinseth of Tigress Financial Partners. He thinks investors are too focused on Qualcomm (QCOM)'s handset devices revenue decline and that they are missing the transition into A.I., PCs, edge computing, automotive technology, robotics and networking. Feinseth says the company has pricing power amid the announcement it...

The chart of Procter & Gamble (PG) have seen a shift of momentum, with Ben Watson watching the $146 and $148 price levels on the short-term chart after recent weakness. The long-term chart shows the stock in a $140 and $154 range as investors may be looking to buy dips to get the dividend from a consumer staples company. ======== Schwab Network ======== Empowering every investor and trader, ev...

Kevin Mahn breaks down the market fallout following Wednesday’s Federal Reserve decision and shares his reaction to Kevin Warsh’s comments, including why he believes the Fed may stop reinvesting in securities. He also examines what this could mean for interest rates, market liquidity, and whether the “wall of worry” will continue to weigh on investors. Mahn also reveals his stock picks including A...

Diane King Hall reports from a risk-on open at the New York Stock Exchange. Shares of Mastercard (MA) is higher after posting beats on earnings and revenue while boosting its full-year outlook as core payments strength continues. Fortinet (FTNT) shares are surging after the cybersecurity stock posted strong 2Q numbers and continues to see above-expected growth through the end of the fiscal year. L...

Andrew Plum explains why cooling inflation gives the Fed room to remain patient on interest rates. He highlights opportunities in dividend-paying stocks, Japanese equities, high-yield municipals, commodities, and gold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data. On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. Wh...

Market is misreading the macro picture - with higher yields being priced in. Nicolò Bocchin of Azimut thinks that investors are not pricing in a return a more normal market, with lower growth and lower tariffs. Bocchin says once energy prices and tariff concerns are resolved, we will likely be in a deflationary environment. He thinks Fed Chair Kevin Warsh should address the liquidity in the market...

A day after a massive market drop, two A.I. giants told very different stories. Microsoft (MSFT) delivered a blowout quarter, revenue up 18% to $90B and Azure topping $100B for the first time, enhancing its argument that its A.I. spending is already paying off. Meanwhile, Meta Platforms (META) posted record revenue, but missed earnings and said it expects to spend on the higher range of its prior...

Microsoft (MSFT) surpassed wall street’s expectations on the top and bottom line, while Meta Platforms (META) and Qualcomm (QCOM) both missed on EPS as investors weigh CapEx and its ability to generate long-term ROI. Marley Kayden takes investors through the biggest earnings after Wednesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Marley Kayden talks about the Fed's decision to leave interest rates unchanged despite dissents from three of the FOMC members. She also discusses the sell-off in Hims & Hers (HIMS) after FTC filed a lawsuit against the company, alleging it shared customers health data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and La...

Brett Steenbarger, PhD, is a trading coach, best-selling author and Professor of Psychiatry and Behavioral Sciences at SUNY. He explains what separates elite institutional traders from retail traders, dives into the power of positive psychology and examines how current froth in the market is impacting the mental state of traders. ======== Schwab Network ======== Empowering every investor and trade...