Schwab Network

Ryan Hicke, CEO of SEI Investments (SEIC), breaks down the asset management holding company. “We had another really solid quarter…we’re telling a very clear story in terms of our growth strategy.” He explains their medium to long-term lens for strategic investment, their strategic partnership with Stratos, and investing in the company’s workers. He highlights their footholds in advice, asset manag...

“The Fed wants to cut” argues Jeff Klingelhofer, but just can’t right now because of economic data. He doesn’t expect inflation to lower as much as we would like by the end of the year. He’s watching whether the Fed “directly asserts whether September is a live meeting” in its remarks this week. Jeff expects Powell to signal a resilient economy and a “wait and hope” outlook. ======== Schwab Networ...

Peter Tchir and John Lekas both share concern on the direction of the job market, but they differ on what it means for interest rates. Peter estimates up to three rate cuts before the end of 2025 starting in September. He sees tariffs and inflationary impacts forcing the Fed's hand. John doesn't see as deep of a rate cutting cycle and calls tariffs a "non-event." He believes the...

“Where is all the money going?” Kevin Mahn asks, and answers: AI infrastructure and aerospace & defense. He sees an opportunity in TSMC (TSM), which makes Nvidia’s (NVDA) chips. He also likes data centers, energy, and plays that are related to AI-supporting industries. Overall, Kevin thinks 15% tariffs worldwide are already modeled into market – and hopefully Fed – projections. He expects two...

Mindy McIntosh thinks the middle class is concerned about volatility and consumer health. She is helping near-retirement clients “take gains off the table” and become more tax-efficient. Nvidia (NVDA) has been her “main focus” in the AI sector, and she’s also looking at the energy sector and names like Exxon Mobil (XOM). Her portfolio strategies cover fixed income and removing risk. ======== Schwa...

Mark Dixon examines the U.S. labor market and the push many companies are making towards automation. He argues hybrid work can benefit companies, showing that productivity improves when people are allowed to work locally. “Basically, commuting…is very wasteful, not attractive to workers.” He says adding flexibility increases employee motivation and can help cut costs. ======== Schwab Network =====...

WeRide (WRD) will expand robotaxi operations to Saudi Arabia. The company was granted a permit to use its autonomous tech in the country, the latest in a growing list. George Tsilis takes a closer look into WeRide's pilot program and the ways it's seeking to fulfill autonomous needs that Tesla (TSLA) and similar companies aren't addressing. ======== Schwab Network ======== Empowering e...

"It's hard not to love" Spotify's (SPOT) business model and growth potential, according to LikeFolio's Landon Swan. He calls Spotify a "market leader" in the streaming space and points out his firm's data showing the company continuing to eat up market share. The issue? Valuation. While Landon believes the stock has more room to the upside, investors may have al...

Logan Gilland explains what the market is looking for in Mag 7 earnings this week, with an “astronomical” bar to clear. He likes Amazon (AMZN) because they can “continue to execute” and tell “an easy story.” He also reminds investors that they should also be watching the Fed meeting, non-Mag 7 earnings, and other factors in the background. ======== Schwab Network ======== Empowering every investor...

Gold is back in a "buy the dip" trend, according to Prosper Trading Academy's Scott Bauer. He explains the play he sees in the SPDR Gold Shares ETF (GLD). Scott anticipates a fade coming after Tesla's (TSLA) rally Monday, though he expects PayPal (PYPL) to rally after Tuesday's earnings. Rick Ducat breaks down the key levels and trends investors should watch in each stock. ==...

Wayne Kaufman says Trump’s “flexibility” around trade is providing “confidence” to markets that he will make business-benefitting deals. “We’ve had phenomenal market activity,” Wayne says, and he is hopeful that “pullbacks may not be that bad.” He contrasts short vs long-term investing in the current environment, with an eye towards a potential market pullback in the fall. Wayne would like the Fed...

"The market is running on volatility instead of this trade deal," says John Blank. He highlights that a lot of this trade deal is simply headlines for the media. He also talks about how uncertainty in the market will resolve after the Christmas shopping season but there no way to know before then. He then goes over the state of the labor market. ======== Schwab Network ======== Empowerin...

The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap company's cloud revenue and planned $85 billion capex spending as a clear signal A.I. is here to stay. Ivana Delevska says it will be a long road for Mag 7 companies to deliver on those returns, a risk she says investors should be aware of. She note...

Marley Kayden says "to say expectations are low is fair" for UPS Inc. (UPS), however, you may not want to count the stock out. While UPS faces tariff pricing pressures and a cut to its dividend, Marley points the company's aggressive cost cutting measures as a way to balance losses. Prosper Trading Academy's Charles Moon gives investors an example options trade for UPS. ========...

Spotify's (SPOT) earnings Tuesday morning will be one closely watched by investors, says CFRA's Ken Leon. While he says its only competition in terms of market share is "maybe YouTube," the stock's massive run higher may be stopped by ballooning valuation. He has a hold rating on Spotify. Tom White offers a neutral and a neutral-to-bullish example options trades for the compa...

JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning,...

Mish Schneider is looking for small caps to catch up to the rest of the market, otherwise she expects SPX investors to start taking profits. She “loves the IBM story” this year and says, “it’s AI’s world, we’re just living in it.” She’s looking at the “vanity trade”, citing a “megatrend” stemming from weight loss drugs made by the likes of Eli Lilly (LLY) and benefitting Ulta Beauty (ULTA), Bumble...

It's a huge week on Wall Street, and Alex Coffey turns to the technicals investors should watch ahead of several market movers. He notes recent upside action still being mostly range-bound, though price action remains stronger compared to historical norms. Alex points out a historical "consolidation zone" ahead that may slow the rally. ======== Schwab Network ======== Empowering ever...

There's no shortage of Mag 7 headlines as four of the biggest companies report earnings this week. Jenny Horne talks about Microsoft's (MSFT) price target hikes after the company's stellar rally following its last report. She weighs if that run up can continue. She later turns to Tesla (TSLA) and its new partnership with Samsung, which will develop AI6 chips for the Mag 7 giant. ======...

There's a lot to watch on this week's Wall Street calendar, which got busier with the U.S. and EU trade deal. Kevin Hincks breaks down the framework and talks about how it "sets the tone" for other deals, including China. It comes ahead of the Fed's interest rate meeting tomorrow, with a decision expected Wednesday. While no rate change is priced in, Kevin notes how potential...

Boeing (BA) aims to take its sky-high rally even higher after tomorrow's earnings. Rick Ducat notes the company's outperformance in 2025, but notes Boeing still remains well off all-time highs. He turns to the key levels investors should watch. Tom White offers an example options trade for Boeing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opti...

With the summer season well underway, Greg Friedman is bullish on hotel and travel stocks. He believes there's favoritism toward some companies that investors may not realize unless they look under the surface. Greg breaks down the trends he sees to explain why optimism is high for companies like Hyatt (H), Hilton (HLT), and Airbnb (ABNB). ======== Schwab Network ======== Empowering every inve...

President Trump announced the framework of a deal with the European Union on Sunday. Sam Vadas talks about how it will affect prices on good between the block and the U.S. Additionally, Sam give her insight on how it sets the stage for trade talks ahead between the U.S. and China. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Paul Golding sees PayPal (PYPL) being a winner as he sees several tailwinds for the fintech company. For one, Paul believes its "highly scalable" businesses are poised for strong growth, particularly Venmo. He expects PayPal's stablecoin product to give it leg room to break into the crypto space. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Vance Howard calls new highs in the market “the most productive, stable thing you can see as an investor.” He thinks the S&P 500 could “double in the next 4-6 years.” He expects a tremendous amount of growth ahead, especially in AI across multiple industries. He likes Nvidia (NVDA), AMD (AMD), Salesforce (CRM) and Southwest Airlines (LUV). ======== Schwab Network ======== Empowering every inve...