Schwab Network

Nvidia (NVDA) doesn't just need a beat and raise in earnings, but a substantial one to justify the recent run higher in shares, says Nick Raich. He believes the company needs a 10% guidance raise to really wow a Wall Street currently enamored by the AI trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Marley Kayden breaks down Baidu's (BIDU) better-than-expected earnings, highlighting strong AI cloud growth and accelerating AI services despite a slight revenue decline. Prosper Trading Academy's Charles Moon walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Two major tailwinds to the market have been a disinflationary trend and an interest rate cutting cycle, says Tony Welch. He says both are turning into new headwinds. Tony doesn't see a bear market in the cards but expects a ramp in volatility, as he offers advice for investors concerned for their portfolios. One suggestion he shares: look for companies becoming the new "AI users" as...

A global bond sell-off will lead to headwinds for international stocks, says Charles Schwab's Michelle Gibley. She explains how the U.S.-Iran War and the resulting inflation woes continue to serve as the key headwind to growth. Michelle later analyzes economic data out of China and the weaknesses it shows through the region. ======== Schwab Network ======== Empowering every investor and trader...

Michael Shaoul warns that interest rate cuts are off the table as reflation risks build alongside $100 oil and rising input costs. He says bond markets are signaling stress, with the 30-year yield climbing as fiscal policy clashes with investor tolerance. Shaoul argues the Fed may need to act more aggressively to avoid a disorderly move in fixed income. ======== Schwab Network ======== Empowering...

Justin Bergner says AI-driven earnings gains are masking weak free cash flow as volumes thin. He highlights opportunities in Alphabet (GOOGL) and Amazon (AMZN), which are competing with traditional defensives. Bergner also sees upside in Merck (MRK) and Belden (BDC) despite near-term concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Kevin Green breaks down mixed market action Monday morning, fading momentum in the memory trade, and the latest NAHB housing market index data. He also discusses key takeaways from the U.S.-China summit, including China's planned $17B agricultural purchases, plus what to watch this week with Nvidia (NVDA) earnings Wednesday and Walmart (WMT) reporting Thursday. ======== Schwab Network ========...

Diane King Hall breaks down this morning's biggest market movers to kick off the new trading week. She says BofA reiterates a buy on ServiceNow (NOW) but turns cautious on Salesforce (CRM). Morgan Stanley upgrades Lam Research (LRCX) as chip cycle optimism grows, while Berkshire Hathaway (BRK/B) builds up its stake in Alphabet (GOOGL) 13-F shake-up. ======== Schwab Network ======== Empowering...

Lucas Downey with MoneyFlows offers insight on what he considers the top three data center stocks to watch ahead of Nvidia's (NVDA) earnings. He labels Broadcom (AVGO) and AMD Inc. (AMD) as strong long-term holds when examining recent earnings. Lucas names Corning (GLW) as a winner in the optics space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Futures bounced off lows after Iran said the U.S. is making traction toward peace talks. Kevin Hincks says it's a welcoming headline in a week light with economic data and dominated heavily by Nvidia (NVDA) earnings anticipation. He also talks about the trepidation new Fed Chair Kevin Warsh faces with inflation. Kevin believes Warsh will be "transformational" as head of the FOMC. ===...

Nathan Moser says he's seeing signs to be a bit more cautious of markets despite having a long-term bullish view. He believes the U.S.-Iran War needs to come to a swift end to avoid a stick shock effect from rising oil prices. For now, Nathan urges investors take a more defensive position following tech's parabolic rise. He likes small caps, Rivian (RIVN), and SI-BONE (SIBN) as long-term p...

Home Depot (HD) shares have shown bearish traction in recent months, hitting 52-week lows on Friday ahead of Tuesday's earnings. Rick Ducat points to the key support and resistance levels to watch while highlighting an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Kevin Horner's technical analysis into Walmart (WMT) leads him to believe that there's "no surprise" as to why bulls didn't get the breakout they were hoping for. He offers an in-depth look into short and long-term price action to explain why shares are struggling to find traction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

News from Iranian media says the U.S. has extended an olive branch through lifting oil sanctions, though U.S. officials have not confirmed. Kevin Green turns to the ripple effects the headline is creating in crude oil prices and stock futures. The biggest stock to watch this week: Nvidia (NVDA), as KG points to multiple situations as to how shares will move after earnings. ======== Schwab Network...

Intel (INTC) is trying to reinvent itself as a major player in AI infrastructure, foundry services, and advanced chip manufacturing. In this week's Tech Corner, George Tsilis breaks down the company's latest earnings, growing momentum in its data center and AI business, and why its 18A process technology is drawing attention from major companies like Apple. George also examines the key ris...

The week was filled with tech headlines, led by Nvidia (NVDA) shares hitting an all-time high. Cisco (CSCO) added muscle to the AI trade with stronger-than-expected earnings. Cerebras (CBRS) debuted in public markets through a volatile IPO. Sam Vadas highlights the top stories of a record-setting week on Wall Street. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Sam Vadas turns to China for Friday's final takeaways, offering her perspective on the key U.S. victories she sees in President Trump's overseas trip. ======== 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/schwab-network/id14...

Global infrastructure is gaining momentum as AI demand and re-industrialization drive new investment. Brent Burnett explains how power shortages and grid constraints are creating major opportunities beyond data centers. Energy, utilities, and real assets like water and waste management are emerging as key areas for growth and inflation protection. ======== Schwab Network ======== Empowering every...

The AI buildout is accelerating, with spending expected to reach trillions. Sid Choraria says the cycle is driven by profitable companies, not speculation, as demand flows to leaders like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO), along with broader supply chain and infrastructure plays. The focus remains on where capital is going and which companies can sustain growth. ======== Schwab Networ...

Nvidia (NVDA) surged to record highs this week, setting the bar even higher for the Mag 7 company's earnings next week. Rick Ducat shows the stock's long consolidation and recent breakout to highlight potential for Nvidia to retest old highs. He then turns to strong bullish activity in Nvidia options. ======== Schwab Network ======== Empowering every investor and trader, every market day....

With the SaaS-pocalypse seemingly in the rearview mirror, Keith Kirkpatrick still isn't sure software as a sector hit the bottom yet. He doesn't believe software companies did the best job in demonstrating how they can continue growth amid concerns that AI will eat into their businesses. Keith wants to see how these companies use AI to drive profits and efficiency. ======== Schwab Network...

Charles Schwab's Brett Crowther talks about the S&P 500's (SPX) fall from record highs on Friday, calling out critical levels for investors to watch in the coming sessions. In stock movers, Brett points to a wide consolidation gaining bullish momentum in Occidental Petroleum (OXY), and Prudential (PRU) tapping on a key resistance level. ======== Schwab Network ======== Empowering every...

Cybersecurity is becoming a major focus as AI threats grow more advanced. Brandon Clark says companies like JPMorgan Chase (JPM) and Amazon (AMZN) are boosting spending to protect their systems. Leaders like CrowdStrike (CRWD) and Palo Alto Networks (PANW) are gaining ground, as the industry shifts toward full-platform solutions. ======== Schwab Network ======== Empowering every investor and trade...

Ahead of Nvidia (NVDA) earnings, Cory Johnson is watching how the Mag 7 giant moves from training to inference, the next step he sees for the AI trade. He outlines other expectations for Wednesday's report as Wall Street sets a high bar. Cory adds that a lack of Nvidia's presence in China will lead to greater innovation in the country, a future headwind for the company. Cory turns to Nvidi...

Founder-led companies often outperform the broader market. Michael Monaghan points to the Founders 100 ETF (FFF), which includes names like Nvidia (NVDA), Meta Platforms (META), and Salesforce (CRM). He highlights Palantir (PLTR) as institutional interest grows, and sees Oracle (ORCL) gaining traction in cloud. Strong leadership remains a key advantage in volatile markets. ======== Schwab Network...