Schwab Network

Asbury Research's John Kosar breaks down market internals following the FOMC meeting, pointing to the firm’s “Asbury 6” metric as a sign of short-term strength. He highlights the VIX and its 21-day moving average as a key signal. Kosar warns that a sustained move above 17.50 could indicate a potential market pullback. ======== Schwab Network ======== Empowering every investor and trader, every...

FedEx (FDX) trades near record highs ahead of the global shipping giant's earnings next week. Charles Schwab's Kevin Horner makes the case many investors could see it as a profit-taking opportunity, pointing out substantial resistance in the stock chart. He then offers an example options trade for FedEx. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Walker Williams discusses rising market uncertainty, pointing to the Fed’s difficult position as inflation and geopolitical tensions could push policy more hawkish. He highlights growing concentration risk in the AI trade, noting its outsized weight in the S&P 500 (SPX) and MSCI Emerging Markets Index, including Samsung and TSMC (TSM). Williams also questions whether AI-driven earnings can kee...

At the opening bell, Diane King Hall discusses this morning’s top moving stocks in companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) receiving price targets hikes from Citigroup. She also highlights earnings movers in Jabil's (JBL) earnings beat and La-Z-Boy (LZB) raising guidance as U.S. consumers show strength. ======== Schwab Network ======== Empowering ever...

James St. Aubin breaks down how the Fed is balancing dovish tendencies with the need to combat inflation. He explains how potential bank deregulation could help offset the effects of a shrinking balance sheet. James also warns that elevated valuations in SpaceX (SPCX) and AI-related names could trigger a broader “crisis of confidence” if sentiment shifts. ======== Schwab Network ======== Empowerin...

May's retail sales print showed continuing strength in U.S. consumers even as they faced higher prices at the gas pump, says Kevin Hincks. With gas prices trickling lower, he believes that strength will accelerate. It also will affect how new Fed Chair Kevin Warsh will handle interest rates and future projections as all eyes turn to Wednesday's decision. ======== Schwab Network ======== Empowering...

Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" company as it remains in the epicenter of the AI trade and carries substantial market momentum. Ivan also makes the case for Intel (INTC) as builds up its rebound story. ======== Sc...

Greg Friedman lays the foundation for what he believes investors should expect in the commercial real estate space ahead. Treasury yields hovering around 4.4% isn't helping the environment, with Greg explaining that a possible move above 5% will rattle the market. However, he sees private credit as a "stabilizing force." ======== Schwab Network ======== Empowering every investor and...

Shares of Lennar (LEN) are showing signs of repair, says Charles Schwab's Rachel Dashiell. She highlights how the stock found recent support and needs a move after earnings to confirm a new bottom. Rachel shows a five-year chart to highlight the long-term stress seen in Lennar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and ar...

A memorandum of understanding may not be as understood by President Trump as expected. Tom White talks about the words from the administration signaling a possible reignition of conflict. The Fed's interest rate decision Wednesday is another macro mover that will be divisive, as new Fed Chair Kevin Warsh has to set the table for FOMC expectations moving forward. In equities, SpaceX (SPCX) cont...

SpaceX (SPCX) surpassed Amazon’s (AMZN) market cap on its third day of trading and announced a new deal for the end of the year. Nvidia (NVDA) saw its first debt dispensation since 2021, and Apple (AAPL) announced a release date for a new flip phone and camera-equipped AirPods. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Marley Kayden talks about SpaceX (SPCX) extending its post IPO rally and continuing gains throughout the trading day. She also discusses falling oil prices and Carvana's (CVNA) expansion into a new car market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

David Busch previews the Federal Open Market Committee meeting. He emphasizes the importance of the Fed’s tone in its statement and press conference for shaping market expectations. Busch also explains how falling oil prices tied to a potential Iran conflict resolution could ease inflation and influence future rate decisions. ======== Schwab Network ======== Empowering every investor and trader, e...

Sam Radwan examines the Chinese economy and discusses his takeaways from recent economic data in China, which he believes shows some signs of weakness. He also breaks down China’s position in the AI arms race and analyzes the Chinese regulatory landscape. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sch...

Zed Francis expects Wednesday will be an "event" as all eyes rest of new FOMC Chair Kevin Warsh and anticipation to how he will tackle interest rates. He notes risk being priced into the decision and whether Warsh will follow up on what his leadership will look like. "If he's true to word, basically, it means a steeper curve," says Zed. He then talks about volatility trends...

Brian Jacobsen and Robert Schein break down the first FOMC meeting under Kevin Warsh, focusing on his communication style, balance sheet stance, and handling of political pressure. They examine the dot plot, inflation outlook, and how AI investment could influence deflation, while also previewing potential bond market reactions to the Fed’s messaging. ======== Schwab Network ======== Empowering ev...

David Liebowitz talks about updated on the Clarity Act legislative process and headwinds to monitor for the legislation. He discusses why Solana could benefit from the Clarity Act and crypto trends and flows to monitor as the Trump administration ramps up adoption efforts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Supply chain bottlenecks and margin pressures are two key headwinds Ali Mogharabi sees for Apple (AAPL) that can hit what he considers strong demand for its products. A memory shortage making tech products more expensive adds to those uncertainties, though Ali believes Apple can pass rising costs onto the consumer. He points out opportunity for companies involved in Apple's massive tech ecosys...

Nationwide Mutual's Senior Vice President and Chief Economist Kathy Bostjancic says the Fed may be approaching a neutral stance, but inflation is expected to remain above the 2% target through year-end. She sees the Fed holding steady for now, with rate cuts likely pushed into next year, while noting that reduced Fed communication could spark volatility even as the labor market and AI investme...

LikeFolio's Landon Swan says CarMax (KMX) is regaining momentum, with demand data showing a 20% year-over-year jump and positioning the company back in the fight with Carvana (CVNA). He expects solid earnings ahead, but argues much of that strength is already priced into the stock, limiting near-term upside. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Rob Thummel and Ben Cook discuss the energy market's outlook following a tentative U.S.-Iran memorandum of understanding. Ben says there are reasons for concern over hiccups associated with future discussion and supplies will continue to be a challenge. Rob talks about the outlook for crude oil and what could result in higher oil prices. They point out that even with a full reopening of the St...

SpaceX (SPCX) has surpassed Amazon's (AMZN) market cap in intraday trading Tuesday, marking a monumental moment for the company. Andrew Chanin talks about the recent buying frenzy in SpaceX since its IPO, along with new plans to acquire cursor in a $60 billion deal. He later offers more perspective on the growing role space companies have in the U.S. economy. ======== Schwab Network ======== E...

Prosper Trading Academy's Charles Moon walks us through today’s Big 3, all highlighting companies involved in the AI buildout. He likes Amazon (AMZN) for its recent rebound rally, CleanSpark (CLSK) for weathering a recent volatile storm, and CoreWeave (CRWV) for its recent inclusion in the Nasdaq-100 (NDX). Charles offers example options trades for his tech picks while Charles Schwab's Kev...

Gabe Diederich breaks down the current interest rate environment and how investors should be positioning portfolios across equities and fixed income. He shares his view on the Fed’s stance on inflation and what it means for markets. Diederich also highlights opportunities in municipal bonds, pointing to attractive tax-adjusted yields and record issuance. ======== Schwab Network ======== Empowering...

Markets are digesting all the hyperscaler spending on the AI buildout, says Arun Sundaram, pointing to Amazon's (AMZN) $200 billion CapEx goal as something for investors to watch. However, the Mag 7 giant's fastest-growing tech businesses are also the most profitable. Arun highlights strengths he sees for the company's growth, including Amazon Leo and ways it serves as a competitor to...