Schwab Network

The S&P 500 (SPX) faces another test Friday as AI stocks face continuing pressure. Alex Coffey tells investors what he has his eyes on as the May jobs report hits the wire. One stock facing tremendous headwinds: Lululemon (LULU) after earnings. Alex explains how investors and analysts alike are punishing the stock. Docusign (DOCU) is also on track to open lower despite an earnings beat and gui...

CrowdStrike (CRWD) has been "pretty choppy" during the last week, says Rachel Dashiell of Charles Schwab. She highlights volatility in the five-day price action and explains how bulls are trying to take the wheel back in stock momentum. In the one-year chart, Rachel points to support and resistance areas she sees. ======== Schwab Network ======== Empowering every investor and trader, eve...

Bitcoin briefly tapped $61,500 Thursday, soon after Strategy (MSTR) executive chairman Michael Saylor sold 32 Bitcoin. The cryptocurrency continued to decline, falling below $60,000 Friday. Charles Schwab's Nathan Peterson says the move is significant due to Saylor's position in the crypto space and makes the case that the price of Bitcoin is important to Strategy. It comes as JPMorgan Cha...

Broadcom's (AVGO) earnings led to an avalanche in trading activity. Quantinuum (QNT) makes its public debut, setting the stage for one of the most anticipated tech listings of the year. UnitedHealth (UNH) rallied after getting an upgrade and increased price targets. Marley Kayden takes investors through the day's top stories. ======== Schwab Network ======== Empowering every investor and t...

Marley Kayden discusses Quantinuum's (QNT) public market debut as one of the most anticipated IPOs of the year. Sam Vadas talks about TSMC (TSM) working hard to meet AI chip demand, and potentially hiking prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...

Audrey Symes discusses how AI is reshaping non-tech industries. Referencing Goldman Sachs (GS) CEO David Solomon and a strong JOLTS report, she argues fears of AI-driven job losses are overstated. Symes says AI is creating new, higher-value roles and driving demand for “AI-native” workers, even as some lower-level tasks are automated. ======== Schwab Network ======== Empowering every investor and...

James Czerniawski breaks down Broadcom (AVGO) and CrowdStrike (CRWD) earnings to highlight the hardware and software angles of the AI trade. On Broadcom, he says the company posted good earnings but couldn't meet sky-high guidance expectations. It's a similar story in CrowdStrike for software. James highlights the path ahead he sees for both companies following the negative reaction to ear...

BlackRock’s Kristy Akullian highlights strong S&P 500 (SPX) earnings growth and a broadening AI trade beyond mega cap tech into sectors like industrials and materials. She emphasizes diversification across asset classes, including intermediate bonds, gold, and digital assets, to navigate the market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

CIO of Sparkline Capital’s Kai Wu questions the sustainability of the AI boom, warning that heavy spending may not deliver strong returns. He sees a potential shift from infrastructure names like Nvidia (NVDA) and Micron (MU) to the application layer, while highlighting opportunities in underowned international stocks. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Mitch Ashley breaks down CrowdStrike's (CRWD) post-earnings weakness and announcement of its 4-to-1 stock split. He says we've entered a period where we need to be aggressive on understanding AI's capabilities and discusses a road ahead for CrowdStrike and cybersecurity. Mitch notes that if companies want to keep up with how AI is used, companies are going to need to utilize AI to its...

Charles Schwab's Adam Lynch breaks down the future of Bitcoin after futures in the cryptocurrency fell to four-month lows. He believes, "it's not broken, there were key headlines this week" that shaped how markets saw Bitcoin. Adam also touches on the Clarity Act's status. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Dr. Alan Baratz, CEO and president of D-Wave (QBTS), rejoins the Watch List to talk about what makes his company uniquely positioned in the quantum computing space as it tacks on new customers. One development he sees adding scale to D-Wave: the company's gate model roadmap, which he says will increase tech speed and efficiency. Quantum computing will also be a critical innovator in many indus...

Macquarie’s Chad Beynon expects record World Cup wagering, citing growing U.S. legalization as a key tailwind. He sees strong engagement in legal states and believes major operators like Flutter (FLTR), DraftKings (DKNG), and Super Group (SGHC) are well positioned despite regulatory questions around prediction markets. ======== Schwab Network ======== Empowering every investor and trader, every ma...

LikeFolio's Megan Brantley previews Lululemon (LULU) earnings, noting strong digital engagement but ongoing pressure from Alo Yoga and Vuori. She says a turnaround depends on improving North American sales and restoring the brand's premium positioning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Dave Nicholson and Angelo Zino break down Broadcom's (AVGO) pullback after earnings. Angelo says the expectations going in were high, but overall the numbers were good. Dave discusses the state of the AI chip trade and says companies in the semiconductor space are being compared to Nvidia's (NVDA) success, leaving Broadcom at a disadvantage. ======== Schwab Network ======== Empowering ever...

Kevin Davitt with Nasdaq discusses his overall look on the tech sector currently and what to make of recent tech momentum. He mentions underperformers like Microsoft (MSFT) that have since bounced back and what it means for the Nasdaq-100's (NDX) growth. Kevin also breaks down the outlook for potential market volatility following a parabolic rally in AI stocks. ======== Schwab Network ========...

Jason Brown takes us through today's Big 3 by starting with the State Street Consumer Staples Select Sector SPDR ETF (XLP). It holds a basket of what he calls "safety stocks" after a volatile melt-up in the AI trade. He also turns to Comcast's (CMCSA) long-term downtrend and Ulta Beauty's (ULTA) post-earnings plunge as other opportunities. Jason offers example options trades...

OptionsPlay's Tony Zhang breaks down the state of the AI trade and its fragile effect on the market. He says given how cheap options are right now, it's a good opportunity for investors. Tony highlights Amazon (AMZN) and Microsoft (MSFT) as two Mag 7 stocks worth looking at and walks us through example options trades for both. ======== Schwab Network ======== Empowering every investor and...

Lululemon (LULU) has a low bar to jump in earnings, and Raul Shah believes the company needs to show some strength in its domestic sales to re-energize the stock. He says the company originally dropped the ball during the COVID-19 pandemic when they lost sight of their core customer. Raul now believes customer focus will be critical in guidance. Tom White offers an example options trade for Lulule...

Marley Kayden breaks down CrowdStrike's (CRWD) earnings noting it was a slim beat, but nothing significant. The stock still sold off following the report. She says as far as guidance moving forward, they're in-line with estimates and points to a 4-for-1 stock split as a potential driver moving forward. Joe Tigay walks us through an example options trade for CrowdStrike. ======== Schwab Net...

Steven Englander explains that U.S. dollar strength is being driven more by capital inflows and weakness abroad than by domestic outperformance. He discusses the Japanese yen’s decline and questions the effectiveness of potential Bank of Japan intervention. Englander also says the Fed may hold off on rate hikes, but bond yields could continue rising due to persistent inflation and growing credit d...

Charles Schwab's Nathan Peterson explains the dynamics he sees around a "subdued" VIX as tech pulls back Thursday in reaction to Broadcom (AVGO) and CrowdStrike's (CRWD) earnings. He worries that markets are growing complacent around the U.S.-Iran War's impact on the economy. Nate makes the case that a 10% pullback remains in the cards. ======== Schwab Network ======== Empowe...

Broadcom (AVGO) threw a wrench into the AI trade with weaker-than-expected earnings report. Jenny Horne considers the report a reality check for the sector despite Broadcom saying it expects semiconductor revenue to triple. She touches on other negative earnings reaction in CrowdStrike (CRWD) even though it posted a beat and raise. Jenny explains how management caution hit Five Below (FIVE) despit...

Ted Parkhill challenges the notion that U.S. equities will remain strong. He argues that international equities, such as the KOSPI index, are showing more strength with companies like Samsung and SK Hynix leading the charge. Ted also suggests that investors should diversify and find non-correlated assets due to elevated market levels. ======== Schwab Network ======== Empowering every investor and...

Hashdex U.S. CEO Mick McLaughlin breaks down the recent pressure on Bitcoin, pointing to institutional selling, ETF outflows, and geopolitical tensions. He says regulatory clarity from the CLARITY Act could help bring more institutional capital into crypto. McLaughlin also highlights the Hashdex Nasdaq CME Crypto Index (NCIQ) ETF as a way to gain broad exposure. ======== Schwab Network ======== Em...