Schwab Network

Asbury Research's John Kosar uses the firm's proprietary Asbury 6 and CIEF models to highlight continued strength across the market. He explains why the S&P 500's (SPX) recent consolidation is a healthy pause in the rally, points to strong inflows into technology, financials and materials, and outlines the key semiconductor and Nasdaq levels that need to hold for stocks to move hig...

Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron’s (MU) performance could shape the industry’s outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could me...

David Dietze explains why he believes investors are underestimating key market risks, including persistent inflation and the lagging effects of Fed rate hikes. He discusses the strength of the banking sector and highlights Accenture (ACN) and Paramount Skydance (PSKY) as contrarian investment opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Diane King Hall breaks down this morning’s biggest movers at the opening bell, including BlackRock’s (BLK) record assets under management driving second quarter earnings beat, Aehr Test Systems (AEHR) rallying after an earnings beat, and IBM Corp. (IBM) falling after Oppenheimer downgrade following its worst ever single day percentage decline. ======== Schwab Network ======== Empowering every inve...

Simon Lack explains how conflicts in Iran and Ukraine are tightening global fuel supplies and reshaping energy markets. He discusses the risks facing key export partners and why U.S. midstream companies like Williams Companies (WMB) and Energy Transfer (ET) could benefit from growing energy export demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

There's a lot of noise on the inflation front, says Sam Burns, pointing to June's cooldown in PPI as one of the biggest signs. He says now is the "most important time" to separate food and energy from the rest of the underlying metrics to CPI and PPI's headline numbers. The stock market appears to brush off concerns of rising inflation as well, with Sam outlining inflation&#3...

United Airlines (UAL) has outperformed the airline space and S&P 500 (SPX) over the last year. It comes despite recent turbulence in the stock chart, as Rick Ducat shows the recent ceiling shares hit and outlines a path for the airliner to soar above the strong resistance level. He also offers an example options trade for United Airlines. ======== Schwab Network ======== Empowering every inves...

Strong earnings kicking off the earnings season face headwinds with rising tensions between the U.S. and Iran. As crude oil hovers around $80, Tom White talks about the key headlines investors should watch for. While momentum in software stocks came to a grinding halt following IBM Corp.'s (IBM) preliminary earnings, ASML (ASML) posted a beat and raise that sparked much needed life into the AI...

Charles Schwab's Rachel Dashiell sees Cloudflare (NET) in a long-term uptrend megaphone pattern, though she warns of potential profit-taking ahead. Rachel highlights key support and resistance levels to watch in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Down...

Tech volatility took markets by storm with IBM Corp.'s (IBM) massive selling action and SK Hynix's (SKHY) substantial rally. Big banks also posted new record highs following earnings. Marley Kayden carries investors through the top stories of the trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Inflation and the Fed take Marley Kayden's attention to close Tuesday's trading session. She talks about her perspective on the state of the economy as the June CPI print shows some signs of inflation easing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...

Christopher Hodge says broad-based cooling inflation supports his disinflation outlook. He discusses the path toward the Fed’s inflation target, the importance of upcoming labor market data, and how lower inflation could support equities while elevated asset prices remain a key risk. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Jacob Sonenshine examines the latest bank earnings, highlighting the contrast between investment banking strength at JPMorgan Chase (JPM) and Goldman Sachs (GS) and the challenges facing regional lenders. He also discusses the outlook for net interest income and why banking remains a highly cyclical business. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Macquarie Group’s Thierry Wizman explains why a cooler-than-expected CPI report is unlikely to change the Fed’s outlook. He discusses the case for a potential Q4 rate hike and why markets may ultimately benefit if the Fed reinforces its commitment to controlling inflation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Matt Wittmer explains why investors should focus on quality companies with strong future cash flows while maintaining a diversified approach to AI. He highlights banks and industrials as overlooked AI beneficiaries, citing productivity gains, cross-selling opportunities, and fraud prevention as drivers of long-term growth. ======== Schwab Network ======== Empowering every investor and trader, ever...

Erin McLaughlin and Jason England discuss the cooler-than-expected CPI report and why the Fed will likely need more evidence before changing policy. They also examine treasury market volatility and how AI, tariffs, and geopolitical risks could influence inflation going forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

The crypto space is making a slow but stable recovery, says Spark CEO Sam MacPherson, arguing the institutional buying power has set a firm foundation for bulls. Additionally, Sam argues the lack of regulatory clarity kept Bitcoin and other cryptocurrencies from reaching their full potential. He explains why recent bearish trends are experiencing bullish breakouts and how Spark plays a central rol...

Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. How Intel extends its reach into the total addressable market is what he will turn to as the most important metric when i...

CFRA's Kenneth Leon breaks down earnings from JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), and Goldman Sachs (GS), highlighting stronger-than-expected trading and investment banking results. He also discusses how a more favorable regulatory environment could boost M&A activity and help fuel a busy IPO market in the second half of the year. ======== Schwab Network ======== Em...

Block (XYZ) "is fairly priced" short-term, says LikeFolio's Andy Swan, though he expects the company to pick up substantial momentum long-term. He points to significant earnings growth and high consumer happiness with business arms like Square and Cash App as signals of strength. Andy adds that if Bitcoin and the overall crypto space sees a rebound, Block is poise to benefit. =======...

Stephen Biggar and Dory Wiley break down second-quarter results from major banks including JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C) and Goldman Sachs (GS). They discuss how strong capital markets activity, investment banking and net interest income are supporting profits, and why a favorable regulatory environment could help drive additional growth and M&A...

Seth Schachner examines the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD), highlighting regulatory challenges in the U.S., UK and Europe. He discusses potential asset divestitures, the competitive pressure from streaming leaders like Netflix (NFLX) and YouTube, and why consolidation may bring concerns over jobs, competition and innovation across the media indus...

For Tuesday's Big 3, Aquiles Larrea, Jr. outlines three stocks he sees outperforming no matter the current economic or stock market environment. He likes Altria's (MO) longstanding durability amid volatility, sees Valero Energy (VLO) benefitting from legacy and new electrical advancements, and expects RTX Corp. (RTX) to benefit from its diverse income streams. Rick Ducat backs Aquiles'...

Joel Shulman says SpaceX (SPCX) is his firm's top holding and believes the current post-sell-off price is a good buying opportunity. He makes the case that the Elon Musk-led company is a "20-year hold." He explains how SpaceX can capitalize on several business arms while building up future prospects, including data centers in space. ======== Schwab Network ======== Empowering every i...

A cooldown in CPI can't offset pressures from ongoing tensions between the U.S. and Iran, argues Max Wasserman, who sees persistent headwinds hitting American consumers. "There's no relief in sight," he says, pointing to interest rates tentatively holding, rising gas prices, and high margin debt creating lasting pressures. As for the Fed, Max doesn't see the committee raising...