Schwab Network

With its strong portfolio of patents, a strategic focus on 5G and A.I technology, Qualcomm (QCOM) is a company well-positioned in the tech-forward economy, says George Tsilis. In the latest Tech Corner episode, George dives into the company's semiconductor competition, what QCOM's latest earnings and acquisition news mean for the year ahead, and how it operates within the A.I. space. =====...

Lennar (LEN) earnings are set to report after Monday's close. Rick Ducat digs into the homebuilder's technical layout, looking at support and resistance levels on the chart. He sees a potential upside move in the RSI momentum study, but cautions investors that oftentimes that will slip into an earnings report. Later, Tom White illustrates a bullish options strategy using an example call diagonal t...

John Jannarone joins Diane King Hall to discuss the state of the U.S. IPO market. While he thinks Healthcare and Biotech companies will likely be among the bigger names to go to market, he points to increased activity from Crypto and A.I. companies. Citing a recent banker's meeting, he reveals "the real action is probably in 2026" even following notable IPO's from CoreWeave (CRWV...

The steel deal is nearly done as Pres. Trump approves Nippon's takeover of U.S. Steel (X). Cisco (CSCO) begins the week with an upgrade. And, CoreWeave (CRWV) catches a downgrade from Bank of America citing valuation levels. Tom White takes a look at the early Monday movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Brian Jacobsen says the conflict in the Middle East between Israel and Iran is different than prior instances, as the U.S. energy exports are much higher currently. He says the energy markets may have overreacted a little bit, as OPEC supply and production is a factor to consider. Later, Brian discusses the state of inflation and what he's looking for from the FOMC meeting this week. ========...

Deutsche Bank upgraded Cisco (CSCO) to a Buy rating with a $73 price target. Rachel Dashiell breaks down the technical look at its chart, pointing to the continued uptrend in shares. She says all-time highs around $67 are acting as current resistance levels, with downside support around $62-$63. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Equity futures are inching higher ahead of Monday's close, looking to rebound from last week's volatility. Kevin Green provides his market insights as investors look overseas to ongoing hostilities between Israel and Iran. KG looks at the impact to the global energy market, highlighting the significance of global shipping and oil supplies through the Strait of Hormuz. Later, Kevin looks at...

A slew of analyst reactions moved stocks last Friday that can influence price action heading into this week. Jenny Horne talks about the new bullish momentum behind Vistra (VST) and Darden Restaurants (DRI) upgrades, along with a downgrade in Sherwin-Williams (SHW). Kevin Green gives investors a glimpse into the charts. ======== Schwab Network ======== Empowering every investor and trader, every m...

“The live music space is on fire,” says J.W. Roth, CEO & Chairman of Venu Holding (VENU). “We’re seeing demand just as high in our smaller venues as in our bigger.” He talks about building new venues and how he’s not worried about a post-Taylor Swift effect dampening ticket sales. “We’re building about $1.2 billion dollars’ worth right now.” He describes how Venu finances these projects with a...

Sam Stovall thinks oil prices can move over $100 a barrel, with a base case of $65/barrel. Looking at stocks, he says that the ones that are “most beat up” tend to see the biggest rebounds, and points to a few potential opportunities. Previewing the FOMC announcement, he says economic data shows no need for a cut right now, but thinks there will be a 25-basis-point cut in September. ======== Schwa...

"It isn't over" when it comes to tensions between Israel and Iran, says Joy Yang. She calls this a "wake up call" for investors heavily focused on the trade war. On assets, Joy points to gold's expensive moves but adds there's no other "safe havens" for investors to turn to as Bitcoin's price fluctuates. She notes the rallies in energy and defense stoc...

Markets closed in the red after geopolitical tensions between Iran and Israel swelled on Friday. Apple (AAPL) struggled in the Mag 7 after its Worldwide Developers Conference largely disappointed investors. Meta Platforms (META) continued its aggressive A.I. investments through its minority stake in Scale AI. Oracle (ORCL) closed as the week's SPX leader thanks to its strong showing in cloud r...

Bitcoin has weathered recent market volatility well, outperforming traditional assets like gold. Alisia Painter attributes this resilience to increased regulatory clarity in the U.S., particularly with the CLARITY Act and the GENIUS Act, which provide a clearer framework for digital assets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Geopolitical tensions in the Middle East led to derisking across markets, though Kevin Green notes the "orderly" fashion behind it as indications that don't lean heavily bearish. He adds that volume is down but "tame," showing stability in the SPX. Kevin urges investors to keep next week's options expiration top of mind as it holds potential to shake up markets. =======...

Allan Swaringen discusses converting commercial real estate to residential. He says this only happens when these office buildings become “obsolete,” and the Covid-19 pandemic sped up this cycle. “This is kind of a high-risk, high-return venture,” he explains, and goes into detail about what his team looks for before renovating a building. He also talks about types of industrial buildings that are...

AST SpaceMobile (ASTS) soared to an all-time high Friday after securing an extensive deal with various spectrum-based companies. The company develops broadband access using space technology. George Tsilis talks about why investors are signaling a strong bull run on the stock as AST seeks to become a competitor against Elon Musk's Starlink. ======== Schwab Network ======== Empowering every inve...

Charles Schwab's Michelle Gibley turns to the international front, noting the Israel and Iran conflict as one with many unknowns. She says global conflicts typically don't have long-lasting market effects with the exception of energy, noting crude's excessive price climb and likely increases if attacks continue. On Japan, Michelle Gibley doesn't see the Bank of Japan increasing int...

“The real concern here is the Strait of Hormuz,” Phil Streible says as he monitors escalations in the Iran/Israel conflict. The Strait carries a significant part of the world’s crude oil supply every day. He thinks gas prices could be “dramatically higher” by Monday. He thinks gold futures could be targeting $3,600 if geopolitical tensions continue. He also looks at the silver market and its relat...

Investopedia's Caleb Silver says it's been a "wild year" for inflows, with assets like gold reaching records less than halfway through the year. His firm has measured the investor trends and explains the most interesting points with J.D. Durkin at the NYSE set. He notes Tesla (TSLA) as the top buy among readers, adding that stocks like Coreweave (CRWV), Hims & Hers (HIMS), an...

Ben Emons breaks down the moves in energy markets as Iran retaliates against Israel’s strikes on its nuclear abilities. With a Fed rate announcement coming Wednesday, Ben talks about what Powell will be paying attention to on the global stage, and thinks the Fed will continue not to hold its pause. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Today's panel varies heavily on their views of the Mag 7. Cory Johnson sees companies like Apple (AAPL) and Tesla (TSLA) dragging their heels while Oracle (ORCL) posts strong earnings and Netflix (NFLX) becomes a "utility." However, he believes Alphabet (GOOGL) is in an "interesting spot" with its A.I. and search implementation. Nathaniel Bradley says Tesla will prove its M...

Today's trading session was rocked by volatility as geopolitical tensions mount between Israel and Iran. Tyler Herriage considers the recent sell-off a dip-buying opportunity and remains bullish long-term on the market. One of Tyler's top stock picks includes Tesla (TSLA), which he argues could "very well" hit $1,000 in the near future. He also labels NuScale Power (SMR) as a lea...

Chuck Lieberman calls Israel’s strikes on Iran a “big geopolitical impact, but not a big economic one.” He thinks the economy is “doing fine,” and the Fed should “do nothing.” He’s interested in investments like nursing homes, saying they have “attractive yields” and their demand will only rise. He also like banks, including Wells Fargo (WFC) and Citigroup (C), along with the “crème-de-la-crème,”...

Jack Albin “breathed a sigh of relief” after the recent 30-year bond auction, but says investors are still selling them off. In the short term, he thinks bond holders are worrying about Fed stewardship, and in the long-term, fiscal imbalance. On stocks, right now he would “avoid the Russell 2000,” expecting financing to get more expensive. ======== Schwab Network ======== Empowering every investor...

Apple (AAPL) slipped 20% so far in 2025 as it faces pressure on innovation, seen recently in its Worldwide Developers Conference. Megan Brantley with LikeFolio points to double-digit increases in consumer interest for Apple even with criticisms on A.I. development. She talks about how the Big Tech giant's extensive ecosystem sets a floor for expectations. ======== Schwab Network ======== Empow...