Schwab Network

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...

Greg Halter believes earnings from big banks like JPMorgan Chase (JPM), Goldman Sachs (GS), and Bank of America (BAC) show that the American consumer still has purchasing power. He explains how the IPO pipeline and loan growth add to his bullish outlook for the financial sector. George Tsilis turns to an example options trade for JPMorgan Chase. ======== Schwab Network ======== Empowering every in...

Charles Schwab's Cooper Howard talks about how the market "can breathe a little sigh of relief" in the latest CPI print. He makes the case the Fed will "shut the door" on an interest rate hike this month but warned elevated inflation risk will persist. Michelle Gibley talks about the "tale of two cities" between South Korea and China, as the former sees strong tec...

Preliminary earnings for IBM Corp. (IBM) sent the stock plunging more than 20% after the company signaled worse-than-expected weakness. Marley Kayden talks about the key drivers behind the double miss and shrinking margins. Tim Biggam offers an example options trade for Big Blue's stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...

Aadil Zaman explains why he's taking a contrarian overweight position in financial stocks, pointing to a healthy U.S. economy, resilient consumers, and continued AI-driven investment. He also breaks down the AI ecosystem into winners, enablers, and beneficiaries, arguing that investors may find the greatest opportunities beyond the most obvious names. ======== Schwab Network ======== Empowerin...

KeyBanc is taking what Diane King Hall calls a contrarian view on Apple (AAPL). The firm issued a downgrade to underweight for the iPhone maker over a tentative hardware demand downslide. Meanwhile, the same firm issued a price target hike for Nvidia (NVDA). Outside the Mag 7, Diane explains why Evercore ISI issued an outperform rating for SpaceX (SPCX). ======== Schwab Network ======== Empowering...

Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help...

Energy's cooldown in price action showed up in the June CPI, says Kevin Hincks. He walks investors through what's churning underneath the headline numbers and how it plays into the FOMC's inflation picture as Fed Chair Kevin Warsh prepares to speak Tuesday morning. However, crude oil is climbing again as tensions around the Strait of Hormuz intensify. Kevin believes President Trump&#39...

Louis Kondratev explains how markets moved past geopolitical fears in the first half of the year as economic fundamentals remained strong and supply chain disruptions failed to materialize. Looking ahead, he warns that heavy concentration in technology stocks, election uncertainty, and leadership changes at the Fed could spark volatility, while creating opportunities in healthcare and financials....

ASML (ASML) will report earnings early Wednesday morning as shares see a 60% rally so far in 2026. Rick Ducat dives into the key support and resistance levels for investors to watch heading into the report. He then turns to an example options trade for ASML. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Ben Emons breaks down a cooler-than-expected CPI report, with both headline and core inflation topping forecasts. He discusses the impact of energy and shelter costs, explains his “funflation” thesis around resilient consumer spending, and outlines why the Fed may be comfortable keeping rates unchanged for now. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Arm (ARM) is in focus following a new analyst price target. Charles Schwab's Ben Watson breaks down the technical setup, highlighting a diagonal downtrend near $292 as the key short-term level to watch. On the longer-term chart, Watson identifies a potential head-and-shoulders pattern near $295. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Brian Belski of Humilis Investment Strategies discusses what bank earnings could mean for the broader market as leadership expands beyond technology and investors pay closer attention to other sectors amid improving market breadth. Belski says tech investors may need to diversify as elevated expectations make it harder for recent highfliers to continue outperforming. Rather than chasing momentum,...

Earnings season is underway as the major banks begin reporting. JPMorgan Chase (JPM) falls as CEO Jamie Dimon warns that economic risks are “shifting below the surface,” while Goldman Sachs (GS) posts a significant revenue beat and Bank of America (BAC) reports stronger trading revenue. In tech, chip stocks move higher following Monday’s selloff in SK Hynix, while IBM plummets after releasing prel...

Tech stocks took center stage as memory chip shares pull back following SK Hynix’s blockbuster U.S. debut, with Micron (MU) and SanDisk (SNDK) facing selling pressure. Meanwhile, Apple (AAPL) hit a record high amid legal headlines, and investors watch TSMC (TSM) ahead of earnings after strong revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Marley Kayden discusses Wells Fargo’s bullish outlook on Walt Disney (DIS) and the latest rise in oil prices as tensions with Iran impact global markets. ======== 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/id1460719...

Stephen Dover explains why strong earnings continue to support markets despite inflation, tariffs and global uncertainty. He favors a broad investment approach, highlighting healthcare, real estate, gold and silver as opportunities beyond the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Dan Ahrens takes a closer look at the cannabis industry, exploring the evolving regulatory landscape and potential outcomes that could reshape the market. With billions in revenue at stake, upcoming decisions may have major implications for cannabis investors and state dispensaries. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...

Asaf Meir, co-founder and CEO at Solidus Labs, discusses the rise of prediction markets, how his firm spots prediction market manipulation and compares trading volumes from the world's biggest sporting event to other major world events. Asaf also examines what the future of prediction market regulation may look like. ======== Schwab Network ======== Empowering every investor and trader, every...

"It's a mistake to say that it's going to be cyclical or it's going to be secular" when it comes to the AI chip trade, argues Nigam Arora. With that said, he walks investors through ways they can prepare for downside and upside moves through "dynamic hedging." Nigam also explains why what he calls "rearview mirror" investing approach is danger during times...

JoAnne Bianco explains why fixed income markets are offering some of the most attractive yields investors have seen in years. She highlights opportunities across corporate credit, emerging-market debt, and private credit while favoring shorter- to intermediate-term treasuries. Bianco also discusses the role of municipal bonds and tax-aware strategies as investors navigate an uncertain interest rat...