Schwab Network

Brian Moody breaks down why Polestar (PSNY) can no longer sell vehicles in the U.S. under connected vehicle regulations, while Volvo remains compliant and continues operations. He also examines whether low-cost vehicles from companies like Slate and Rio are truly affordable and discusses why hybrids could see stronger sales as consumers prioritize fuel economy, price, and reliability. ======== Sch...

LikeFolio's Landon Swan examines the sharp pullback in Flutter (FLTR) and DraftKings (DKNG) despite growing betting activity. He discusses how prediction markets like Polymarket and Kalshi are attracting younger bettors with real-time wagering options, the competitive response from FanDuel and DraftKings, and how regulation and potential industry consolidation could shape the future of sports...

Robby Silk and Sean Cudahy assess the strength of the U.S. travel sector, highlighting resilient demand and rising airfares despite economic uncertainty. They discuss key themes to watch this airline earnings season, including Delta Air Lines' (DAL) ability to manage fuel costs, maintain pricing power, and navigate changing consumer spending trends amid an evolving travel landscape. ======== S...

Charles Schwab’s Joe Mazzola discusses Schwab’s trading activity index rising to the highest level since February 2022. He talks about takeaways from Schwab’s June STAX report and analyzes investor positioning trends. Joe adds that he believes investors are looking for stocks that they consider reasonably priced given the growth metrics we’ve seen. He points to SpaceX (SPCX), Nvidia (NVDA), and Mi...

Dan Russo takes us through today’s Big 3, which includes the S&P 600, arguing it is under owned. He points to opportunity in the Roundhill Mag 7 ETF (MAGS) and Micron (MU), which Dan calls “the heartbeat of the semiconductor.” Rick Ducat walks us through the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Anthony Saccaro examines signs of an AI bubble, noting that many S&P 500 companies are heavily tied to the theme and that valuations are approaching levels last seen before the dot-com crash. He discusses how a potential AI-driven market correction could impact sectors ranging from industrials to housing and weighs the odds of stagflation versus a soft landing for the U.S. economy. ======== Sc...

"Fundamentally, the company is fine" when it comes to Walmart (WMT), says Charles O'Shea. On the investor side, he argues "the P/E is way up there," making some question current valuations. Charles talks about why the big box retailer's growing tech focus is taking so much attention and makes the case that Walmart is still in the best position it has ever been. Tom Whit...

ASML (ASML) has become a highly-discussed name in the AI buildout, seen in the stock's 70% rally so far in 2026. Bernstein sees the stock moving more than 30% higher within the next 12 months. Marley Kayden talks more about the bullish analyst note and what it means for the AI trade. Prosper Trading Academy's Charles Moon offers an example options trade for ASML that he calls "aggress...

Charles Schwab's Cooper Howard talks about what he expects the upcoming FOMC minutes will tell us about the Fed's direction under Kevin Warsh. He discusses fixed income strategies to consider as crude oil prices cool but inflation concerns stay elevated. Cooper adds that the Fed is likely to remain on hold for interest rates but admits Friday’s job report gave the Fed some runway. ========...

Frances Stacy examines how falling commodity prices could influence Fed policy and the inflation outlook. She also discusses the shift in AI financing, gold's role as a hedge, portfolio strategies beyond the traditional 60/40 mix, and the potential for a near-term market pullback. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Jay Woods believes Wall Street's on the right path but sees turbulence in the coming weeks. He sets the stage for earnings season with big banks set to report next week, highlighting the good, bad, and ugly market moves he expects to see. Jay also talks about some of his favorite stocks across several different sectors, from Citigroup (C) and Biogen (BIIB), to Coca-Cola (KO) and Snowflake (SNO...

Diane King Hall discusses this morning’s top moving stocks at the opening bell. She says AMD Inc.'s (AMD) price target was raised at Goldman Sachs and ASML’s (ASML) price target was raised at Bernstein. Diane also discusses Bernstein’s downgrade on Datadog (DDOG). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Gabelli Funds' Justin Bergner explains why markets have remained resilient despite economic headwinds. He discusses the outlook for interest rates, highlights value opportunities in Honeywell (HON) and Genuine Parts (GPC), and shares why he remains cautious on long-term AI spending trends. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Semiconductors are "the most important part of the market" right now, says Alex Coffey. He notes all the attention on Micron (MU), SanDisk (SNDK), and other AI memory stocks that helped move markets substantially in recent weeks. Alex adds that last week's jobs report will likely slow momentum in markets as investors raise concerns around the economic picture. ======== Schwab Network...

Rick Ducat points to Pfizer (PFE) as an underperformer in the healthcare sector and greater S&P 500 (SPX). However, shares of the company show some signs of strength that Rick believes sets the stage for a rebound even after the stock was hit with a recent downgrade. He offers a bearish options trade for Pfizer. ======== Schwab Network ======== Empowering every investor and trader, every marke...

"The U.S. outperformance story remains resilient," says Jayme Colosimo, who talks about tech broadening beyond the Mag 7 as a sign of strength. A signal of weakness she sees: the jobs market, highlighted by recent data. At the same time, Jayme doesn't see much concern on the inflation front that will lead to interest rate hikes. She urges investors keep an eye on the IPO story follow...

Apparent bullish momentum in Datadog (DDOG) shares have stalled, as Rachel Dashiell of Charles Schwab shows the new picture forming in the stock chart. She explains how a potential pullback in Datadog points to a buying opportunity for traders. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork....

The Fed's plans to create task forces to monitor economic data will help keep the FOMC on track to hold interest rates, says Yelena Shulyatyeva. That said, she tells investors to brace for hawkish FOMC minutes hitting the wire this week. Yelena also explains why she doesn't see inflation becoming a long-term overhang and points to other risks in the jobs market. ======== Schwab Network ===...

Rotation is the theme of markets right now, says Tom White, pointing to selling in AI chip stocks while other corners of Wall Street rallied. Memory stocks remain in focus, as Tom points to movers like Micron (MU) in the U.S. and SK Hynix abroad with plans to make a domestic debut. Sticking with tech headlines, Meta Platforms (META) CEO Mark Zuckerberg stated he's disappointed with the progres...

Applied Materials (AMAT) is becoming one of the biggest beneficiaries of the A.I. semiconductor buildout, supplying the advanced manufacturing equipment needed to produce next-generation chips. In this Tech Corner, George Tsilis breaks down how Applied Materials is capitalizing on surging demand for advanced packaging, DRAM, and leading-edge foundry technologies, along with the record earnings and...

Memory stocks were among the S&P 500's (SPX) worst performers this week causing investors to step away from names like Micron (MU). Meta Platforms (META) shined this week as the company announced its plans to sell excess compute capacity and Palantir (PLTR) rallied big after announcing its new partnership with Nvidia (NVDA). ======== Schwab Network ======== Empowering every investor and tr...

Marley Kayden touches on the latest job report after numbers came in below expectations. She also examines the healthcare sector's rally and what investors should be watching. ======== 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/ap...

David Auerbach, CIO of Hoya Capital Real Estate, makes the case for REITs, citing strong fundamentals, rising dividends, and attractive valuations. He highlights opportunities in small- and mid-cap REITs, data centers like Digital Realty Trust (DLR) and Equinix (EQIX), and explains how AI is creating new growth opportunities across the real estate sector. ======== Schwab Network ======== Empowerin...

Indeed's Cory Stahle examines the latest U.S. jobs report, explaining why steady job growth may not reflect a truly healthy labor market. He highlights the impact of subdued hiring and historically low layoffs. He discusses what these trends mean for job seekers, and explores whether the labor market could be approaching a turning point for the broader economy. ======== Schwab Network ========...

Nasdaq's Kevin Davitt talks about SpaceX (SPCX) being added to the Nasdaq-100 and what it signals for index flows. He says that past additions have caused brief volatility spikes followed by a quick return to normal as the markets adjust. Kevin also examines the second quarter performance of the Nasdaq 100. ======== Schwab Network ======== Empowering every investor and trader, every market day...