Schwab Network

Domino's Pizza (DPZ) shares gained ground after earnings served strong customer acquisition, operational execution, and growing international demand to investors. Greg Portell explains what's driving the pizza giant's growth, while Tom White outlines an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Marley Kayden talks about Alibaba’s (BABA) new Qwen 3.8 AI model. The company claims it to be one of the most powerful models on the market. Marley explains what the upgraded LLM means for markets in the U.S. and abroad. Prosper Trading Academy's Charles Moon walks us through an options example trade for Alibaba. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Cooper Howard with Charles Schwab sees strength in the economy overall, though he expresses concerns in the labor market. He talks about the signs of weakness he sees and explains how it correlates to a tight inflation picture, along with ways it shapes the Fed's interest rate outlook. Cooper adds color to the picture in how all the macro developments affect the bond market. ======== Schwab Ne...

Crossmark Global CEO Bob Doll says the S&P 500's (SPX) recent calm masks significant rotation beneath the surface, particularly within technology stocks. He discusses taking profits in semiconductor names, finding opportunities in oversold software companies, and explains how rising yields, persistent inflation, and higher oil prices could create headwinds for equities. ======== Schwab Net...

CFRA Research's Sam Stovall says recent weakness in semiconductor stocks looks like healthy consolidation after a strong run, with the group still expected to lead technology earnings growth. He also highlights opportunities in financials and industrials while discussing the mixed performance across defense stocks. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Shares of General Motors (GM) have consolidated since the start of 2026s. Tom White offers a look into the one- and three-year charts to show how recent price action compares to historical trends. He also offers an example options trade for General Motors ahead of earnings Tuesday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and ar...

Domino’s (DPZ) shares are moving higher even after the fast food chain served mixed earnings. Diane King Hall highlights key metrics to note in the report. She also points to an analyst upgrade for Lumentum (LITE) along with upgrades in the clothing space for Urban Outfitters (URBN) and YETI Holdings (YETI). ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Adam Coons explains the reset of expectations he sees on Wall Street on the inflation front as a volatile energy trade continues to take investors by storm. However, recent economic data suggests a cooldown is possible, so long as the U.S.-Iran conflict eases. Adam doesn't see that happening any time soon. He walks investors down the path he sees for inflation and expectations for the new earn...

Reports of a maritime embargo from the Houthis is keeping the Strait of Hormuz in global headlines, says Kevin Hincks, though he expects earnings season to take investors' attention with Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) reporting this week. He talks about the importance he sees in the earnings. Kevin also has Boeing (BA) in his sights as new jet orders aim to boost the company&...

Ahmed Riesgo doesn't see the demand for AI compute slowing down, telling clients he sees the tech pullbacks as opportunities. "The AI future has become cheaper for you," argues Ahmed, making the case it will only get cheaper the more this tech develops. He adds that unexpected earnings strength last quarter offer more muscle to Wall Street but warns not to expect that same outperform...

Former support has potential to turn into new resistance for Netflix (NFLX), says Rachel Dashiell of Charles Schwab. She highlights the one and five-year charts to further explain how historical trends come into play. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

U.S.-Iran tensions are the key headline moving markets for now, says Alex Coffey, who discusses how the conflict and crude oil price fluctuations leave Wall Street on uneven footing. However, Monday's futures pointed to a green opening thanks to AI chip stocks taking charge. Alex explains how Alibaba's (BABA) new LLM aims to shake up the tech trade as Alphabet (GOOGL) and Tesla (TSLA) get...

Pay attention to what is happening on the ground in Iran as headlines point to mixed signals on the conflict, says Aarathi Krishnan. She explains how new attacks in the Strait of Hormuz and the general Middle East region put a "stranglehold" on global economies. Aarathi talks about how supply chains are in the center of contentions and how reopening the Strait doesn't instantly make...

Dell Technologies (DELL) has emerged as one of the biggest beneficiaries of the AI infrastructure boom, with record demand for its AI-optimized servers driving explosive revenue and earnings growth. In this Tech Corner, George Tsilis breaks down Dell's expanding AI server backlog, partnership with Nvidia, and why enterprises and governments are increasingly turning to Dell for next-generation...

Marley Kayden talks about the latest economic pressures rising as U.S. import prices add to consumer costs and housing affordability continues to decline. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id146071...

Marley Kayden breaks down a volatile week on Wall Street as AI-linked semiconductor stocks faced major losses amid concerns that AI spending expectations may have gone too far. She covers sharps declines in chip stocks, IBM Corp.'s (IBM) massive drop following investor concerns, and PayPal's (PYPL) surge after takeover interest sparked renewed market attention. ======== Schwab Network ====...

Patrick De Haan examines national gas prices saying he expects the national average price of gasoline to reach $4 per gallon in the next three to six days. He discusses how recent oil volatility has impacted gas prices and how Ukrainian attacks on Russian refining impacts oil. Patrick also talks about his expectations for the duration of elevated gas prices. ======== Schwab Network ======== Empowe...

Sid Choraria explains why investors should focus on recurring cash flow rather than adjusted earnings, warning that accounting changes can make results appear stronger than they really are. He also examines how AI could pressure the competitive advantages of companies like Accenture (ACN), Cognizant (CTSH), and Adobe (ADBE), and discusses why even top performers such as Nvidia (NVDA) can see their...

Alex Gailey explains why 87% of homebuyers in 2025 overpaid for their mortgage, often costing them thousands of dollars each year. She breaks down how loyalty to lenders and financial confidence can lead buyers to accept worse terms, and shares practical strategies for securing a better deal through comparison shopping, negotiation, and understanding lender incentives. ======== Schwab Network ====...

Simeon Hyman of ProShares discusses the launch of the ProShares Ultra SK Hynix ETF (SKHU), which seeks to deliver twice the daily performance of SK Hynix (SKHY), a key player in the AI memory market. He explains how leveraged ETFs can provide enhanced exposure with less capital while addressing volatility concerns and highlighting the safeguards that support these products in the U.S. market. ====...

Amber Fairbanks and Keval Desai talk about the state of the AI trade. Kevel says we are in the early phases of the AI trade cycle and that AI is bringing society into a modern renaissance while Amber distinguishes the difference between AI momentum and fundamentals. They also touch on what the age of AI will bring. ======== Schwab Network ======== Empowering every investor and trader, every market...

Brett Crowther examines a market losing momentum as the S&P 500 (SPX) remains trapped in a symmetrical triangle pattern. He highlights Chevron's (CVX) bullish breakout as a sign of strength in the energy sector, while Qualcomm (QCOM) continues to struggle amid semiconductor weakness, down 34% from its all-time high and forming a bearish head-and-shoulders pattern. ======== Schwab Network =...

Futurum's Dave Nicholson says there's "no lack of demand" for AI compute, and believes data centers are well-positioned to capture that demand. Nebius (NBIS) is the company he expects to have the least risk due to its lack of debt compared to competitors like CoreWeave (CRWV) and Applied Digital (APLD). There are headwinds that will ramp up volatility, Dave warns, pointing to AI...

Ahead of Domino's Pizza (DPZ) earnings, LikeFolio's Andy Swan highlights accelerating consumer demand despite the stock's decline this year. He discusses the company's digital-first business model and why its technology platform remains a key competitive advantage. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Christian Lopez talks about the market's electricity demand and its value as availability becomes more limited. It comes as Bitcoin miners move into AI infrastructure, something Christian believes will be beneficial for firms due to the demand for AI compute we'll see over the next decade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...