Schwab Network

Crude oil's 4% rally ahead of Thursday's open is keeping investors on edge. Kevin Hincks discusses the headlines pointing to heightening tensions between the U.S. and Iran causing the spike, along with the path ahead he sees for the energy trade. He outlines the impact crude's elevated prices will have on the Fed's interest rate cycle and whether the committee will continue to hike...

Jason Stephens discusses the outlook for stocks as higher rates, oil and inflation fuel near-term volatility. He remains bullish over the next 12 to 18 months, highlighting AI-driven growth and opportunities in financials, industrials and health care, while Broadcom (AVGO) and Oracle (ORCL) illustrate the massive investment flowing into AI. ======== Schwab Network ======== Empowering every investo...

Shares in Delta Airlines (DAL) have rallied close to 20% so far in 2026 even though energy trade volatility rattled the company and its travel peers. Tom White turns to the key support and resistance levels to watch heading into Friday's earnings. He then offers an example options trade for Delta. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Tucker Perkins, president and CEO of Propane Education and Research Council, talks about the broad energy trade and the extensive headwinds facing U.S. consumers and transportation companies. Truckers are hit especially hard, according to Tucker, as diesel prices continue to hover near record highs. He addresses how propane can solve key issues in the transportation industry. Tucker adds that prop...

It's not how high Treasury yields rise that's such a "shock to the system," but instead how quickly they rise, according to Frances Newton. So, how does the Fed respond to the speed of the rally? Frances addresses ways economic strength ties into the bond market and how both set the tone for the FOMC's interest rate cycle. She also talks about how herself and other wealth man...

Goldman Sachs is now a bull in Palantir (PLTR) after it upgraded the stock and set a $230 price target. Ben Watson with Charles Schwab points out that the stock has broken through a key resistance level, though he doesn't believe it's doing so with full confidence. RSI on a longer-term chart suggests bearish divergence from the stock's bullish moves. ======== Schwab Network ======== Em...

Crude oil is jumping back to the upside Thursday morning as tensions between the U.S. and Iran rise once again. Kevin Green analyzes the latest price action and ways this rally can set the stage for an even steeper run. In equities, KG turns to Applied Digital (APLD) earnings that showed a narrower-than-expected loss for the data center company. Wolfspeed (WOLF) also rallied after receiving a $1.5...

Nathan Peterson of Charles Schwab addresses the abundance of macro headlines he sees moving cryptocurrencies. Among the biggest movers: the four-year halving cycle for Bitcoin and the lingering climb in Treasury yields. Nate then offers his latest technical look into Bitcoin and Ethereum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Skydance (SKYD) saw strong selling action in its first full trading day as a merged company. Caterpillar (CAT) and Deere (DE) also sold off as federal agencies eye both companies. NetApp (NTAP) closed at a new record high. Marley Kayden talks about the top stock stories of the trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Concerns that the AI bubble is showing signs of popping is hitting the market outlook for 2027. However, that's not stopping Biohub from partnering with the U.S. government and key Mag 7 firms from using AI to collect biology data. Sam Vadas and Marley Kayden take investors through the top stories moving markets on Wednesday. ======== Schwab Network ======== Empowering every investor and trade...

Peter Alexander discusses how China is using AI, semiconductors, and advanced manufacturing to drive productivity and reshape its economy. He argues Beijing is focused less on competing for the most advanced AI models and more on deploying AI across industries to boost efficiency and economic resilience. Alexander also weighs in on U.S.-China relations, trade tensions, AI regulation, and China&#39...

Robert Van Batenburg of Bear Traps Report discusses how the upcoming midterm elections could influence Treasury yields, the debt ceiling debate, and investor sentiment. He argues political gridlock may support bonds while highlighting risks tied to fiscal policy, geopolitical tensions, and energy markets. Van Batenburg also examines the AI trade, data center development, and whether investors are...

Jillian DelSignore of Nasdaq Indexes discusses record ETF inflows and the growing role of both retail and institutional investors in driving demand. She highlights the rapid growth of active ETFs, increasing investor interest in income and diversification strategies, and continued demand for Nasdaq-100 based products as core portfolio holdings. ======== Schwab Network ======== Empowering every inv...

Kevin Horner of Charles Schwab reviews key technical levels for the S&P 500 (SPX), Visa (V), and GE Vernova (GEV). He notes support holding near recent highs and highlights improving momentum indicators for Visa and GE Vernova. Horner also discusses how falling Treasury yields and oil prices could support stocks while the Fed is expected to remain on hold. ======== Schwab Network ======== Empo...

Will Rhind, CEO of GraniteShares, discusses the rapid growth of ETF demand and new products tied to AI and high-profile IPOs. He highlights lessons learned from SpaceX (SPCX)-related trading and explains how investors could gain exposure to future offerings such as Anthropic and OpenAI through leveraged ETFs. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Stephen Kates and Jed Ellerbroek discuss the Fed's next move, inflation trends, Treasury yields, and the impact of AI investment on the economy. The pair examines how rising AI infrastructure spending could affect inflation and bond markets while remaining bullish on big tech earnings. They also highlight strong AI-driven demand for companies including Nvidia (NVDA), Microsoft (MSFT), Alphabet (GO...

LikeFolio's Andy Swan shares fresh consumer sentiment data on PepsiCo (PEP) ahead of earnings. He argues Pepsi faces multiple headwinds, including the rise of GLP-1 weight-loss drugs, growing competition from healthier beverage brands, and increased consumer trade-down to private-label products. Swan says Pepsi must adapt to changing consumer preferences and get ahead of emerging trends if it...

Ben Rose says Tesla (TSLA) remains a dominant company in the EV space even as the company focuses on AI endeavors. He explains how Tesla's continuing automotive updates, including a potential Roadster sports car, will bolster the bottom line for the coming years. That said, Ben explains that his firm still labels Tesla's stock as a hold as the company rolls out AI-tied tech like its Cyberc...

The Warner Bros. Discovery and Paramount Skydance merger was completed and led to a brand new company and ticker: Skydance (SKYD). Seth Schachner addresses the question: "was the juice worth the squeeze?" He says the greater Hollywood sphere won't change much from the merger, though the biggest alteration will come from Skydance's ever-growing catalog of TV shows and movies. Seth...

When discussing bond volatility, TheoTrade's Don Kaufman says "it's far from over." He sees the yield impact and macro moves playing a key role in his Big 3. He calls the selling action in gold "well overdone" and expects a bounce in the SPDR Gold Shares ETF (GLD), sees a short opportunity in Costco (COST), and anticipates more upside in the United States Oil Fund (USO)...

A hurricane threat in the Gulf of Mexico poses a significant risk to an already pressured crude oil trade, says Ellen Wald. Refineries struggling to maintain supply coming face-to-face with Mother Nature create a perfect storm against the energy trade. Ellen explains how oil production will be impacted by the big storm. Jake Hanley notes that 9% of global refineries are already offline due to conf...

James Czerniawski breaks down the challenges facing Skydance (SKYD) after closing its deal for Paramount and Warner Bros. Discovery. He says the company must monetize its massive content library, meet commitments to release 30 films a year domestically, and integrate operations while competing against Netflix (NFLX), Disney (DIS), and Amazon (AMZN) in streaming. He expects it will take 12 to 18 mo...

Ted Thatcher believes the uptick in GDP and corporate profits confirm an incoming uptrend for the stock market even as macro volatility takes aim at current momentum. He's in the camp the S&P 500 (SPX) will reach 8,000 by the end of 2026 and believes the index would be significantly higher if not for the U.S.-Iran war. One key bearish indicator he sees for equities: lasting pressure from p...

Marvell (MRVL) continues to show compelling risk-reward dynamics, says William Kerwin of Morningstar Wealth. He says the company is "firing on all cylinders" as an AI optics leader benefitting from the continuous data center buildout. Even as the bar for earnings gets higher, William expects Marvell to hop over it even as incoming IPOs like OpenAI and Anthropic add question marks to the...

Intel (INTC) CEO Lip-Bu Tan told reporters that the company will continue its involvement with SpaceX's (SPCX) Terafab project. The headline pushed shares of Intel higher while TSMC (TSM) slid. Alex Coffey discusses ways the development pushes back investor fears surrounding Intel and how the partnership plays a role in the greater AI trade. Scott Bauer of Prosper Trading Academy offers an exa...