Schwab Network

Eddie Ghabour is telling clients to expect a ramp in volatility during September, which he sees opening the door to a "buy the dip" opportunity. He goes in-depth on how he's positioning portfolios, from buying gold ahead of the anticipated pullback, to AI chips like Micron (MU) and Marvell (MRVL) afterward. Outside of tech, Eddie names the healthcare as the sector to watch, naming El...

As the AI infrastructure story presents new investment opportunities, Neena Mishra of Zacks Investment Research points to photonics companies as one of the largest. The space includes everything from photonics-centric stocks like Lumentum (LITE) and Coherent (COHR) to chipmakers with less exposure like Nvidia (NVDA) and Broadcom (AVGO). Neena highlights photonic ETF opportunities she sees.

Brian Jacobsen says markets got a "sigh of relief" that PCE didn't come in higher than headline numbers showed, so long as core PCE doesn't leak into greater inflation woes. When it comes to the path ahead for interest rates, Ben Ayers doesn't think the print is enough for the Fed to raise yet. Both guests offer their takes on what July's PCE print means for the greater i...

"AI starts and ends with Nvidia (NVDA)," says R. "Ray" Wang, pointing to an anticipated earnings beat and tentative upside surprise in data center revenue to back his claim. He adds that the Mag 7 giant's Blackwell and Vera Rubin roadmaps remain strong as the company expands its reach. As CEO Jensen Huang makes a push to turn AI chips into an asset class, Ray discusses how...

Ran Grushkowsky, CEO of Masspay, discusses the outlook he sees for stablecoins as the Clarity Act sluggishly moves through Congress. As companies like Mastercard (MA) and Visa (V) expand their reach into the crypto space, he takes a closer look at how the fintech space is adapting to the blockchain.

Jeffrey Small sees an elevated risk of a correction in the coming weeks, as he outlines risks on both the macro and micro fronts. As for Nvidia (NVDA) earnings, he expects the company to beat and raise. While the Mag 7 giant has traditionally sold off after the report, Jeffrey sees a rally happening this time around. He offers his bull cases in Microsoft (MSFT) and Alphabet (GOOGL) due to AI ancho...

There's more opportunities in South Korea, says Ryan Myers, who points out AI memory having lots of room to run. His firm remains overweight in companies like Samsung and SK Hynix (SKHY). Among other industries Ryan likes in the years ahead for emerging and established markets: South Korean financials and Chinese construction. He later explains what makes Alibaba (BABA), PDD Holdings (PDD), an...

Lisa Martin offers more insight into Nvidia's (NVDA) beat and raise quarter by discussing the astronomical expectations into the report and whether the numbers were enough. She talks about the company benefitting from the "hundreds of billions" of dollars dedicated toward AI infrastructure as one that extends the Mag 7 company's runway. Collaborations and securing supplies amid s...

"Astronomical" numbers in Nvidia (NVDA) earnings won't be enough to impress investors focused on the future, says Hatem Dhiab. He expects earnings and guidance to be impressive, though Hatem tells investors to look beyond several quarters and instead watch what Nvidia has in store "several years" from now. Nvidia's diversification in the tech space and companies it part...

Steven Nigro says investors are becoming more selective in the stock market even as earnings show plenty of strength. He explains how he's helping his clients navigate the sudden changes to the greater market mindset as uncertainty circulates around interest rates. Another monetary landmine to keep in mind: volatility in the bond market.

"Tech is key to this market" and will be for some time, argues Michael Reinking, though keep the recent rotation in mind as investors offload some tech stocks. He adds that pressure coming from the Strait of Hormuz is squeezing price action in oil, contributing to weakness in the stock market.

Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run. While there's some weakness in stocks as Wall Street weighs on inflation and job market goals, he t...

"There are no winners in a trade war," says Michelle Gibley of @CharlesSchwab, who points to consumers as a key losers. She sees that trend holding after the U.S. issued more tariffs against Canada. Michelle adds that the picture will be further complicated as trade relations between the U.S. and China turn murky. Kasey McCurdy tells investors to keep an eye on Fed Chair Kevin Warsh and...

The U.S.'s "warning shot" to Iran through issuing sanctions is something Peter Tchir sees leading to a "miserable" speedbump between U.S. and China relations. The reason? Crude oil and continued tensions centered on the Strait of Hormuz. Peter adds that the U.S. Treasury's big liquidity boost puts a band-aid over the concerns in yield increases but doesn't cover the...

After Bitcoin touched $80,000 for the first time since May, Cory Klippsten believes this uptrend signals the start of crypto's next bull run. He believes the added liquidity to bonds and liquidized shorts gave new life to Bitcoin, though he remains skeptical of the Clarity Act's power in expanding the runway. Cory sees $100,000 as a milestone that's back on the table for Bitcoin if it...

Andrew Wells believes the Treasury's planned liquidity boost to longer-term bonds will add long-term pressure to fixed income markets. He points to the "big move" in yields, from the 10-year to the 30-year, as a bigger warning sign than he believes the Treasury is seeing. Andrew adds to his input by explaining how it all weighs on the Fed's interest rate outlook and this week&#39...

The 2026 IPO market is proving to be a more mixed picture than Jim Neesen expected. He explains what reset some expectations for IPOs this year and how it sets the stage for other potential Big Tech public debuts like Anthropic and OpenAI. "There is a lot of appetite" for Anthropic, says Jim, as the company has its sights on a tentative $2 trillion valuation.

Justin Bergner talks about Gabelli Dividend Growth Fund holdings including Alphabet (GOOGL), Amazon (AMZN), Merck (MRK), and Ferguson Enterprises (FERG) in the context of countervailing market forces. With rising yields, the U.S. budget deficit, and hyperscaler CapEx, what could cause a market correction? Bergner is focused on “bottoms up” equity research to find “idiosyncratic winners.”

Brooks Hiller, a rising senior at Indiana University and the President of Sample Gates Management, explains what it’s like balancing the demands of being a college student while also running a real estate fund, lays out what makes SGM one of a kind and looks ahead to entering the workforce after graduation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

The cost of pennies and nickels now cost more to produce than they are actually worth. What does this mean for the future of cash? John Deal says the physical U.S. dollar still has a place in the economy even as credit and debit card usage accelerates.

With the weakening consumer, and both the U.S. Treasury and the Federal Reserve trying to keep demand strong by lowering rates, Luke Lloyd, President and CEO of Lloyd Financial Group, thinks “it is a perfect time to get longer duration.” He thinks higher rates would lead to a recession, and is more focused on unemployment risk than on oil or geopolitics.

Jeff Weniger, chief investment strategist of Corgi Invest, talks about his firm's buffer ETFs and ways they aim to limit downside risks amid volatile market swings. He discusses the Corgi 0-3 Month T-Bill ETF (CGOV) and the Corgi Magnificent Seven ETF (CMAG).

Jay Woods sees seasonal headwinds "putting a damper on the rally" in the coming weeks. One corner of the market struggling to find its footing: AI chips as Nvidia (NVDA) earnings loom. Jay tells investors to brace for volatility but remains confident in long-term AI trends. Software is gaining traction, as Jay highlights bullish technical trends in Salesforce (CRM) and CrowdStrike (CRWD)...

Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag. Stephanie Walter agrees that Alphabet's breadth is the strongest sticking point for forward momentum, though points to confusion on how it uses AI as the biggest conce...

James Demmert says Nvidia's (NVDA) earnings will be "very important" but expects Wall Street to "overcomplicate" the report. He calls the stock a "bargain" at current prices. On the greater AI chip trade, James turns to the VanEck Semiconductor ETF (SMH) and urges caution in the sector, making the case there are losers in the group. He turns to the greater economi...