Schwab Network

“Tariffs are still driving a fair amount of the market,” posits Benjamin Connard, but AI remains the biggest investing theme. On rate cuts, he thinks the Fed is right to wait to see patterns in the economic data but expects a cut in September. His stock picks include Alphabet (GOOGL), Verizon (VZ), and Ulta Beauty (ULTA). ======== Schwab Network ======== Empowering every investor and trader, every...

Mish Schneider thinks inflation could rise, and that “one way or another, rates are gonna come down.” Her picks right now include “undervalued” energy stocks, but needs crude oil to “get through $68/barrel.” She also likes sugar, highlighting soda makers as RFK Jr. pushes the industry to stop using high-fructose corn syrup. In healthcare, she is excited about the “thin economy” for healthcare name...

David Dietze says "Tesla is going to be tough" when it comes to expecting an earnings beat next week. He points to declining sales and rising EV competition in China as potential headwinds. Shay Boloor believes it is all about Tesla's Optimus robotics future and suggests Elon Musk may even pull guidance. He says Intel (INTC) is a name to watch citing the company's new CEO plans....

Eddie Yoon thinks AI is inevitable and will cause inflation. Energy prices are going to continue to go up for years, he argues. Auto insurance has also gotten more expensive because of computers being added to cars – pushing consumers’ wallets. “It’s unsustainable.” He continues, “Workers should be concerned” about being replaced by AI, looking to Amazon (AMZN) warehouses as an example. ======== S...

Winston Justice joins Next Gen Investing to share his journey from the NFL to wealth management. As an offensive tackle, his role was to protect the quarterback. Now, in his investing career, his job is to protect his investments. Winston highlights the significance of financial literacy, drawing up the X's and O's in an investing plan. Winston also relays important financial lessons he le...

Dell Technologies (DELL) is the subject of several positive notes to close out the week, including a price target hike to $165 from $155 out of BofA. Marley Kayden runs through the Wall Street analyst moves as shares of DELL are up nearly 100% from its 52-week lows. Within the BofA note, she highlights the firm's bullishness on the company's position within "enterprise/sovereign AI ov...

Likefolio’s Megan Brantley walks through social sentiment trends for Domino’s Pizza (DPZ). “The most compelling play” is Chipotle (CMG), she says. However, 1Q softness is “starting to resolve” for DPZ, putting it on a better track. McDonald’s (MCD) is outperforming on its app metrics, with a loyal consumer, but Yum! Brands (YUM) is sliding. The divergent data in the sector reflects changing consum...

Seth Schachner and Jawad Hussain react to Netflix (NFLX) earnings and the sell-off. Jawad says, “the numbers themselves are quite strong…and they’ve only scratched the surface on their advertising platform. Seth calls it “close to perfect” from a financial perspective but says they’re “losing a piece of the top 10” as far as competition. Jawad expects Netflix to surge back to content dominance as...

Shelagh Glaser, CFO of Synopsys (SNPS), talks about the company's recent acquisition of Ansys. She believes it will make Synopsys a leading engineer for silicon design and software security. Shelagh adds that it gives the company edge to expand physical A.I. capabilities for hyperscaler and automotive customers. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Nuclear power stocks have surged in recent months, and Kenny Polcari notes NuScale Power (SMR) as no exception. He sees the company's small nuclear reactors playing a key role in powering A.I. infrastructure. Kenny labels Hims & Hers (HIMS) as a disruptor and KKR & Co. (KKR) as a high-growth opportunity in the financial sector. Rick Ducat turns to the bearish and bullish trends in the...

Erin Sykes, founder of SYKES Properties, calls Friday's housing starts and permits data a "positive inflection point" for the housing market. However, affordability remains a critical issue in getting homebuyers through the door. That said, Erin sees pockets of strength in places like the southeast U.S. ======== Schwab Network ======== Empowering every investor and trader, every mark...

“Credit spreads are the real tell.” Blake B. Millard thinks the bond market isn’t showing signs of stress after recovering from earlier in the year and is paying attention to their signals over the news cycle, legislation, and other noise. He explains where he thinks the market is going and covers opportunities he’s currently seeing. He advises investors to let compounding strategies do the heavy...

Chipotle (CMG) is down more than 10% in 2025, but that's not stopping bullish appetite for the stock. BMO Capital upgraded Chipotle and boosted its price target. Marley Kayden talks about company initiatives swaying analysts. Dan Deming serves an example options trade for the fast casual company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Rebecca Walser notes bright spots in the latest consumer sentiment print through personal finance and business, though it's a mixed bag elsewhere. She says Americans with two or three jobs remain heavily exposed to inflation risk if it spikes higher. On the global picture, Rebecca says cryptocurrencies and the blockchain are changing perspectives on currency value. She sees the U.S. dollar dev...

CFRA's Cathy Seifert says there's positives to take away from the latest Travelers (TRV) earnings report. Top line growth is not one of them. Cathy sees similar trends across the insurance space and urges investors to do their research and be selective in the group. She likes Progressive (PGR) and Allstate (ALL). Joe Tigay offers example options trades in Travelers and Progressive. =======...

3M (MMM) beat earnings and raised guidance in its latest earnings, though the stock didn't see much movement after the opening bell. Chevron (CVX) won arbitration against Exxon Mobil (XOM) to complete its acquisition of Hess Corp. (HES). Oracle (ORCL) got a price target hike from Citizens JMP as the firm sees the company finding its niche in A.I. Diane King Hall talks about what'd driving...

Alex Coffey points to jobless claims, lower inflation and strong retail sales adding muscle to markets. Earnings tacked onto that strength, but as Alex points out, valuations are starting to hit momentum. He says it will be all eyes on next week's earnings to see if stocks are truly pushing valuations too far. ======== Schwab Network ======== Empowering every investor and trader, every market...

Kevin Hincks reports from the Cboe Global Markets to discuss his takeaways from the start of earnings season. He calls the overall trend strong but makes the case that overvaluation is hitting stocks like Netflix (NFLX), which traded lower despite its strong report. Kevin also notes a "quiet" period coming for the Fed ahead of its interest rate meeting at the end of July. He still expect...

AMD Inc. (AMD) got its price target bumped higher by Citi as the shares continues a stunning rally off April lows. Rick Ducat looks at key levels in the charts and highlights ways AMD can continue its push higher. He later turns to a bullish example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for...

Crypto gets a push toward additional regulation after the House passed the GENIUS and CLARITY Acts. J.D. Durkin turns to the path ahead for cryptocurrencies as Bitcoin trades just off all-time highs. On the earnings front, J.D. shows why Netflix (NFLX) is facing pricing pressure despite its strong earnings. He later moves to American Express (AXP) and its confidence in a healthy American consumer....

Yelena Shulyatyeva notes that tariffs have generated "a lot of noise" in markets and left consumers with more questions than answers. She adds that it's just as confusing for the Fed as it waits to see the bigger picture of tariff impacts. Yelena weighs if tariffs can be "transitory" long-term. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Shares of Chevron (CVX) moved higher before the opening bell Friday after the company's merger with Hess Corp. (HES) got the green light. Charles Schwab's own Ben Watson breaks down key technicals in the company's charts and shows levels investors will want to watch in the trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Markets are digesting how to trade in what James Demmert calls a "new world order" focused on government policy change. While James sees foreign markets outperforming the U.S., he expects the SPX to hit 6,800 by year's end. The A.I. revolution is the main driver behind his bull thesis and labels GE Vernova (GEV), Palantir (PLTR), and Nvidia (NVDA) playing central roles in it. =======...

Today's session closed with another new all-time high from the SPX and NDX. TSMC (TSM) added muscle to the rally after posting strong earnings, though Netflix (NFLX) couldn't continue that strength after hours. Lucid (LCID) accelerated its shares thanks to a new partnership with Uber Technologies (UBER). Marley Kayden takes investors through Thursday's top stories. ======== Schwab Netw...

Justin Tam, ETF Lead of Qraft Technologies, talks about how his firm's A.I. models identified Nvidia (NVDA) as a growth stock in 2019, and why they're still bullish despite its meteoric rise through 2025. He also discusses why Qraft is rotating out of consumer staples and discretionary and into tech and industrials. ======== Schwab Network ======== Empowering every investor and trader, eve...