Schwab Network

Bilal Little from Direxion discusses the launch of his firm's daily SK Hynix bull ETF on Wednesday. He talks about the significance of SK Hynix’s listing and the AI infrastructure story as a key reason Direxion sees more upside in the company. Bilal also touches on the major catalyst events and opportunities for traders coming up. ======== Schwab Network ======== Empowering every investor and...

Charles Schwab's Ben Watson examines key technical levels across the market, noting the S&P 500 (SPX) remains above an important support zone. He highlights AppLovin's (APP) struggle to hold support ahead of earnings, while Starbucks (SBUX) continues to benefit from AI-driven optimism and bullish options activity as it approaches a key resistance level. ======== Schwab Network ========...

SpaceX (SPCX) has been trading publicly for a month now, and shares have since fallen below the company's IPO price. Luke Lloyd expects downside pressure to continue toward $100. He says Starlink and other arms of SpaceX's businesses offer lots of potential, though he argues fundamentals don't support current momentum. Luke has his eyes on earnings to see how the Elon Musk-led firm is...

Carley Garner and Melissa Armo discuss why oil prices have remained relatively restrained despite rising geopolitical tensions and what that could mean for investors. They highlight Chevron (CVX) as a potential beneficiary of higher crude prices while exploring how sustained energy costs, interest rates, and earnings pressures could increase the risk of a broader market correction and economic slo...

LikeFolio’s Landon Swan examines Wells Fargo’s (WFC) growth prospects following the removal of its asset cap. The company also reports earnings on Tuesday. He highlights stronger consumer demand and improving confidence as drivers of new account and loan growth, while noting that expense pressures and interest rate-driven margin challenges remain key areas for investors to watch. ======== Schwab N...

Morningstar Wealth's William Kerwin and Futurum's Dan O'Brien talk all about the state of the AI chip trade, from memory volatility to semiconductor consolidation. William says we are still in the early innings in terms of timing, and we will see an acceleration in the months to come. Dan says he views this as a structural sector trend versus a cyclical one we’re seeing right now. They...

Preston D. Cherry, Founder and President Concurrent Wealth Management, explains why successful investing starts with aligning portfolios to individual life stages, goals, and risk tolerance. He discusses how investment priorities differ across generations and shares insights on avoiding FOMO, staying invested, and harnessing the power of long-term compounding. ======== Schwab Network ======== Empo...

Prosper Trading Academy’s Scott Bauer walks us through today’s tech-centric Big 3. He highlights the AI memory trade through Western Digital (WDC) and the Roundhill Memory ETF (DRAM), along with Valero Energy (VLO) and the slow but steady rise the company has seen. Scott offers example options trades for his picks while Rick Ducat takes us through the stock charts. ======== Schwab Network ========...

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors. Ted also discusses potential tailwinds and opportunities for the tech sector. ======== Sc...

A slowdown in Mag 7 CapEx spending will happen, says John Belton, but he doesn't expect it any time soon. One of the biggest beneficiaries he sees: Nvidia (NVDA), which he considers cheap at its current price. John offers his explanation as to why AI chipmaker remains in the center of the tech trade. Tom White turns to an example options trade for Nvidia. ======== Schwab Network ======== Empow...

Charles Schwab’s Alex Coffey discusses TSMC (TSM) and its near 68% jump in June revenue year-over-year. The headline comes ahead of TSMC's earnings on Thursday as the stock struggles to recaptured all-time highs the stock hit just two weeks ago. Prosper Trading Academy’s Charles Moon walks us through an example trade for the chip manufacturer. ======== Schwab Network ======== Empowering every...

Michael Shaoul explains why a massive drawdown in physical and financial oil inventories makes the energy sector an attractive investment. He believes exploration companies, in particular, remain undervalued. He also anticipates that the Fed will raise rates in July or September, with Fed Chair Warsh maintaining a hawkish stance. ======== Schwab Network ======== Empowering every investor and trade...

Charles Schwab's Liz Ann Sonders begins her analysis with CPI and overall inflation expectations. She adds that Kevin Warsh's commentary this week can move markets due to the Fed's apparent pullback in communications. Liz Ann then talks about the market "feedback loop" as churn and rotation grips investors. Jim Ferraioli offers insight into the crypto trade, discussing Bitcoi...

Maria Llerena discusses how the AI trade has been fueled by semiconductor companies but argues the next phase of growth will come from broader adoption across industries. She examines the roughly $800 billion being invested in AI infrastructure, the technology's potential to transform businesses of all sizes, and how investors should navigate inflation, geopolitical risks, and other market unc...

Christopher Davis previews a pivotal earnings season, arguing that investors are shifting their focus from AI spending to the returns generated by those investments. He discusses growing scrutiny on Microsoft (MSFT) and Alphabet (GOOGL), highlights value opportunities in ESAB (ESAB) and ONEOK (OKE), and explains why upcoming inflation data could carry more weight than Fed commentary. ======== Schw...

AI memory is still top of mind for investors and analysts, seen in Citi's price target hikes for Seagate (STX) and Western Digital (WDC). Diane King Hall explains why the firm remains bullish despite stellar surges in stock price. She turns to the financial space and explains why JPMorgan upgraded American Express (AXP). Diane also touches on reports that Barry Diller's People Inc. seeks t...

Markets "can't kick the geopolitical risk" heightened by renewed tensions between the U.S. and Iran, says Kevin Hincks. However, earnings from Netflix (NFLX), ASML (ASML), and big banks have potential to breathe new life into Wall Street. However, pressure in AI memory stocks like Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) offer a short-term headwind. ======== Schwab Network ==...

While Wall Street is pricing in a high probability that the Fed will hike interest rates, Kyle Reidhead sees the opposite. He believes inflation will fade as the U.S. adopts what he considers a deflationary environment. In equities, Kyle expects AI spending to accelerate and adds muscle to the AI trade long-term. ======== Schwab Network ======== Empowering every investor and trader, every market d...

"There is a high bar for bank earnings," says Ryan Isherwood, though he argues commentary around the big bank reports will be more important. He offers his expectations for earnings and why private credit-exposed firms will see the biggest headwinds. Ryan turns to what he calls a "volatility storm" kicking off the new quarter triggered by the tech trade, something he expresses...

Even though shares of American Express (AXP) has shown "signs of damage" in the stock chart's short-term moves, Rachel Dashiell of Charles Schwab shows how the long-term momentum supports a bullish trend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

With geopolitical tensions flaring up once again between the U.S. and Iran, Tom White explains how the conflict is adding pressure on markets to start the trading week. AI memory stocks like Micron (MU) didn't get much help from SK Hynix (SKHY), which pulled back in overseas markets following its explosive U.S. ADR Nasdaq debut. Tom also discusses Apple (AAPL) and why it's mounting a lawsu...

In this Tech Corner, George Tsilis breaks down how CrowdStrike (CRWD) is benefiting from rising demand for cloud security, AI-driven threat detection, and next-generation SIEM solutions, while highlighting the company's strong earnings and accelerating growth. George also examines the key risks for investors, including CrowdStrike's premium valuation, profitability concerns, and growing co...

Mag 7 giants Nvidia (NVDA) and Meta Platforms (META) saw a week-long rally while SK Hynix (SKHYV) made a strong public trading debut in the U.S. Sam Vadas talks about the biggest tech headlines catching investor attention throughout this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.c...

It was another interesting week for the tech trade, as Sam Vadas discusses her top takeaways Meta Platforms' (META) strong run, and SK Hynix's (SKHYV) Nasdaq debut. ======== 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/schwa...

Derek Matthews discusses the growing strain AI and advanced manufacturing place on the U.S. power grid and why new infrastructure is needed. He explains how self-sufficient innovation hubs can generate their own energy, support local communities, and help meet rising demand while advancing national security goals. ======== Schwab Network ======== Empowering every investor and trader, every market...