Schwab Network

Following Thursday's TSMC (TSM) earnings, Rachel Dashiell of Charles Schwab discusses the support and resistance levels she's keeping an eye on. As she explains, shares are currently trading at a key support trough that can signal a tentative bullish turnaround. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

TSMC (TSM) posted an earnings beat and announced another $100 billion worth of investments to the U.S. AI chips saw sharp selling action, from Nvidia (NVDA) to Micron (MU). Netflix (NFLX) released its quarterly earnings as the stock closed just above its 52-week low. Sam Vadas highlights the top stories moving markets in Thursday's trading session. ======== Schwab Network ======== Empowering e...

Sam Vadas turns to the macro front for Thursday's final takeaways, discussing what is considered a positive decline in jobless claims and a negative decline in pending home sales. ======== 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/u...

Earnings from TSMC (TSM) are "incredibly solid," says Stephen Sopko, believing the company making two-thirds of its revenue from "leading edge" AI chips shows strength in the tech trade. He explains why the report is "incredibly promising" for the AI trade, so long as TSMC delivers on execution in meeting robust demand. One supply risk it faces: power, something Steph...

Netflix (NFLX) closed Thursday's trading session just above its 52-week lows, and trading was choppy after hours after the streaming giant released earnings. EPS beat but revenue missed expectations, and Netflix missed expectations on both fronts when it came to guidance. Sam Vadas and Jeff Pierce discuss what the report signals for the company and the overall streaming space. ======== Schwab...

Founders 100 ETFs CIO Lauren Cassidy explains why she believes today's banking environment is the strongest in decades, driven by healthy capital markets, renewed IPO activity, and resilient lending trends. She also shares her outlook on private credit, market growth through 2027, and the upcoming earnings reports from leaders including Nvidia's (NVDA) Jensen Huang, Oracle's (ORCL) Lar...

Amanda Lai breaks down the latest retail sales data, explaining how lower fuel prices, e-commerce growth, and Amazon's (AMZN) early Prime Day influenced the results. She also discusses the growing divide between higher- and lower-income consumers and what upcoming earnings from Walmart (WMT), Target (TGT), and Macy's (M) could reveal about the retail landscape. ======== Schwab Network ====...

Kevin Davitt with the Nasdaq talks about the rotation he sees in the tech sector and ways it has hit the index. He points to options activity in stocks like Nvidia (NVDA), Micron (MU), and SpaceX (SPCX) as the main culprit driving big swings. Similarly, Kevin talks about the importance of leverage ETFs tied to single stocks and the daily rebalance many investors likely aren't aware of. With al...

Calamos Investments' Matt Kaufman discusses why inflation remains a concern despite cooler CPI and PPI data and how structured income ETFs like CAIE can help investors generate income with downside protection. He also highlights CAIQ and CAG as strategies designed for different investor needs and risk profiles. ======== Schwab Network ======== Empowering every investor and trader, every market...

Mark Gibbens and Matthew Maley break down GE Aerospace's (GE) post-earnings pullback despite results that topped expectations. While Maley points to elevated investor expectations and lingering supply chain challenges as potential headwinds, Gibbens argues GE's strong backlog, improving execution, and management team continue to support the company's valuation. ======== Schwab Network ======== Emp...

Charles Schwab's Adam Lynch breaks down the recent price action in Bitcoin and Ethereum, highlighting how institutional fund flows have added strength for Ethereum as the crypto space sees lasting pressure. He also examines the Clarity Act and the political challenges the crypto legislation could face as it moves through the U.S. Senate. ======== Schwab Network ======== Empowering every invest...

CFRA's Ken Leon discusses why he still sees upside for Netflix (NFLX) despite the stock's sharp decline over the past year. He explains why sustained revenue growth, strong cash flow generation, and expansion into areas like live sports and podcasts could help Netflix strengthen its position and keep subscribers engaged in an increasingly competitive market. ======== Schwab Network ======== Empowe...

Taha Ahmed talks about Wall Street's largest IPO, SpaceX (SPCX), after shares of the Elon Musk-led firm came back to Earth, now trading below the stock's initial IPO price of $135. He points to the company's future aspirations as the crux of bullish momentum, meaning any hit to its outlook will create ripple effects in the stock. Taha believes SpaceX needs time for valuations to come i...

Netflix (NFLX) will report earnings after Thursday's close as the stock trades just above its 52-week low. Andy Swan walks investors thorugh LikeFolio's data that shows lagging consumer demand compared to HBO Max, Paramount+, and Hulu. He argues the company lost a lot of momentum after Paramount Skydance (PSKY) won the bid for Warner Bros. Discovery (WBD). Andy adds that rising competition...

After shares were beaten down for most of the last year, UnitedHealth (UNH) posted an earnings beat and guidance impressive enough to ignite a rally in the legacy healthcare stock. Andy Wang points the earnings upside to better execution and increased costs. However, Daniel Rich sees the rising costs as an eventual crutch, pointing out that the rise in insurance rates outpaces inflation. ========...

Phil Schneider explains why the aerospace and defense industry is moving from an innovation-driven story to an execution challenge, as demand continues to outpace production capacity. He highlights the shortage of engineers and skilled technical workers, and discusses how emerging manufacturing hubs in Colorado and North Carolina are stepping in to support the industry's next phase of growth....

Jason Brown says he's long-term bullish but short-term skeptical on the stock market, though he highlights three stocks he sees weathering the volatile tech storm. He names Alphabet (GOOGL) as a strong AI company backed by still-growing search revenue, likes Target (TGT) as it hits the bullseye on its comeback story, and tilts bearish on IonQ (IONQ) as he's skeptical on quantum computing d...

With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due...

UnitedHealth (UNH) reached a 52-week high Thursday after the company posted a beat on earnings and set guidance above Wall Street expectations. Shares pulled back in the first hours of the trading session. Jenny Horne points out that the stock still shines as a healthcare outperformer in 2026 and takes investors through the key metrics to note in the earnings report. Joe Tigay offers an example op...

Tony Bancroft believes GE Aerospace (GE) posted great earnings but says the stock is pulling back over valuation concerns. He talks about how geopolitical tensions keep the company and its peers in the forefront of U.S. defense spending and highlights arms of GE's business he expects to see significant growth. Tom White offers an example options trade for GE Aerospace. ======== Schwab Network...

Ellen Wald examines how tensions in the Strait of Hormuz could impact crude oil prices and global energy markets. She discusses China's oil demand, the role of the U.S. Strategic Petroleum Reserve, and how diplomatic efforts or prolonged conflict could shape the outlook for energy markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

With all the AI weakness rattling Wall Street, Charles Schwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering reprieve to tech. Kasey McCurdy takes a closer look into hyperscaler CapEx and explains why the Big Tech trade i...

Shares of Netflix (NFLX) continue to trade near a 52-week low, as Rick Ducat highlights the streaming giant as the most notable laggard in the space. He discusses the key support and resistance levels he's watching ahead of Thursday's earnings and offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...

Teri Ijeoma, author of "The Risk Worth Taking," explains the "gambling mentality" she sees forming in markets and ways you can protect yourself from substantial downside risk. She advises investors have courage, confidence, and clarity when it comes to portfolio management and technical analysis. Teri also outlines how traders need to show discipline and patience. ======== Schw...

Kevin Hincks kicks off Thursday's trading session with a glimpse at the retail sales that show a still-resilient American consumer. On the other side of the Fed's dual mandate, he talks about the "low hire, low fire" jobs environment he sees offering some strength to the economic picture. TSMC's (TSM) gross margins added pressure to the stock and the global tech trade, which...