Schwab Network

No other stock topped Moderna's (MRNA) meteoric rally this week thanks to a melanoma vaccine trial breakthrough. Coinbase (COIN) shares surged on the back of a Bitcoin comeback. Walmart (WMT) closed as one of the worst S&P 500 (SPX) performers after earnings. Marley Kayden closes out the week with the top stories that moved Wall Street. ======== Schwab Network ======== Empowering every inv...

Bitcoin isn't the only asset seeing a week-long rally — gold surged on the U.S. dollar's recent weakness. In equities, retail's big round of quarterly earnings show that U.S. consumers are staying selective with their purchases. Marley Kayden and Sam Vadas turn to their top takeaways to close the trading week. ======== Schwab Network ======== Empowering every investor and trader, every...

Ryan Shrout examines Nvidia's (NVDA) setup ahead of its upcoming earnings report, including expectations for CEO Jensen Huang and the rollout of the company's Vera Rubin technology. He also discusses Nvidia's competitive advantages, the durability of its GPU leadership and the challenge posed by rivals such as AMD Inc. (AMD). ======== Schwab Network ======== Empowering every investor a...

DDN CEO Alex Bouzari argues that AI has entered its industrialization phase, with compute evolving into a new asset class and value increasingly driven by outcomes rather than infrastructure. He discusses AI's potential to fuel economic growth, advises CFOs on budgeting for agentic workloads, and stresses the importance of aligning AI spending with profitability. ======== Schwab Network ======...

Audrey Symes discusses the resilience of Wall Street hiring, particularly for senior professionals in financial services. She highlights strong demand driven by M&A activity, private wealth growth and the expanding secondaries market, while explaining how AI is reshaping hiring priorities across the industry. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Kevin Horner analyzes the S&P 500 (SPX), noting that its recent pullback to the 20-day moving average could offer a comfortable entry point for bullish traders. He then turns his attention to Arista Networks (ANET), highlighting a potential continuation move after a pullback to its breakout area. Finally, Horner examines Adobe (ADBE), suggesting that while it has seen a good run, its current p...

Jason Bottenfield explains why ETFs represent a lasting structural shift in investing, driven by flexibility, innovation and tax efficiency. He discusses the rise of active management, opportunities in gold and copper ETFs, and how investors can use options strategies within tech-focused funds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Apple's (AAPL) iPhone 17 did better than expectations, but Windows Central's Daniel Rubino tells investors not to expect many changes for iPhone 18. The biggest change: foldable phone, which he sees facing some challenges as that corner of the market has plenty of new and established competitors. Daniel turns to longer-term headwinds he sees mounting against Apple, from supply constraints...

Danielle Shay "won't be surprised at all" to see AI memory volatility in the coming weeks but remains long-term bullish in the space. For Micron (MU) in particular, she explains her options strategies and offers advice on how to navigate the stock's wild price swings. Danielle likes SanDisk (SNDK) the most out of the group due to its stock trading just below the 50-day SMA — a ke...

Rick Ducat turns to Analog Devices (ADI) on this week's Tech Corner to highlight what makes the stock so unique as AI infrastructure expands. He highlights the company's varying businesses and explains how its business arms put them in direct competition with companies like Texas Instruments (TXN) and NXP Semiconductors (NXPI). Rick then turns to insight technical analysis of Analog Device...

Protagonist Therapeutics (PTGX) CEO Dinesh Patel discusses the company's peptide technology platform and its development of orally delivered alternatives to injectable therapies. He highlights partnerships with Johnson & Johnson (JNJ) and Takeda (TAK), while outlining opportunities in obesity, autoimmune diseases and rare blood disorders. ======== Schwab Network ======== Empowering every inves...

The Treasury doubling liquidity on some long-term debt buybacks in bonds is what Sam Callahan points to as the key driver backing the crypto rally. He adds that Bitcoin experiencing low volatility in recent months, backed by bullish expectations on the Clarity Act, added to the "coiled spring" leap ion futures trading. Sam also addresses why some Bitcoin miners are transitioning out of c...

Megan Brantley of LikeFolio turns to Coinbase (COIN) as it and other stocks tied to Bitcoin rally on revived Clarity Act expectations. The stock is still on a substantial year-over-year decline. While Megan argues the company has done a better job of diversifying itself, she says the stock is still largely a proxy play on Bitcoin. However, she sees opportunity in its revenue streams and prediction...

Stocks like Micron (MU) and SanDisk (SNDK) have phenomenally outperformed over the last 12 months, but also fell victim to a recent ramp in tech volatility. Bob Lang sees more room to run for the AI memory trade due to margin opportunity in dRAM and an eventual downtrend in supply woes. Ed Butowsky spotlights Micron's backlog as a key bullish factor warranting the stock's stellar rise. ===...

Adobe Digital Insights’ Vivek Pandya discusses the rapid rise of AI-driven commerce, highlighting that AI-referred shoppers spend 53% more and are more likely to complete purchases. He also explains how growing consumer trust in AI is boosting conversion rates across retail and travel, creating new opportunities for brands. ======== Schwab Network ======== Empowering every investor and trader, eve...

Costco (COST) is a good company to own during times of rampant inflation, says Joe Tigay, as he explains the value opportunity he sees in the stock following Walmart (WMT) earnings. He also likes Berkshire Hathaway (BRK/B) due to its "very defensive" nature and Caterpillar (CAT) due to its tight ties in the AI buildout. Rick Ducat turns to his technical analysis of the stock charts to of...

As the 30-year Treasury yield hits levels not seen since 2007, Chris Vermeulen talks about the macro risks investors should be watching. He discusses how the volatility in bonds will continue to shape price action across commodities and equities like the U.S. dollar, Bitcoin, gold and silver. Chris points to opportunities he sees in metals and crypto by highlighting certain ETFs. ======== Schwab N...

Charlie O'Shea offers his perspective on the retail trade after Walmart (WMT), Ross Stores (ROST), and Target (TGT) posted varying earnings results. Focusing more on TJX Companies (TJX), he sees the stock's sell-off after earnings as a buying opportunity. Charlie points to strengths in the retail giant's sales and why he believes investors sold off shares. Tom White turns to an example...

Charles Schwab's Cooper Howard calls the Treasury Secretary Scott Bessent's plan to double come liquidity support for longer-dated treasuries a "relative band-aid." He notes signs of concern he expects to persist. Cooper talks about the strategies he suggests for investors as volatility continues to rattle the bond market. ======== Schwab Network ======== Empowering every investo...

In a move not too dissimilar to Nvidia's (NVDA) $500 billion AI infrastructure financing push, reports suggest Broadcom (AVGO) is seeking $60 billion in debt financing with possibility that number can increase to $100 billion. Marley Kayden takes investors through the key takeaways of the headline and what it means for the greater AI trade. Dan Deming offers an example options trade for Broadc...

Tuttle Wealth Partners CIO Frances Stacy argues that record liquidity and fiscal spending are masking deeper economic challenges for many Americans. She discusses the impact of higher Treasury yields on consumers, the risks posed by a widening wealth gap, and concerns around growing reliance on debt-funded AI spending to support corporate growth and market valuations. ======== Schwab Network =====...

Mike Sanders argues that the Treasury’s plan to expand long-dated bond buybacks is merely a temporary fix for broader fiscal and geopolitical challenges. He explains why investors are not being adequately compensated for credit risk, discusses new debt issuance from companies like Broadcom (AVGO), and outlines why he favors intermediate-term bonds over longer maturities. ======== Schwab Network ==...

Goldman Sachs upped its price target and kept a neutral rating on CoreWeave (CRWV) after the company showed significant earnings growth. Sam Vadas explains what's keeping the analyst on the sidelines despite seeing more promise in price action. Marvell (MRVL) got multiple price target hikes of its own from Citi and Oppenheimer. Sam turns to a more mixed picture in Walmart (WMT) after one analy...

Incline Investment Management CEO Ted Parkhill discusses the bond market's response to Treasury intervention, arguing that long-term market forces matter more than short-term noise. He highlights investment opportunities outside the U.S. and explains why commodities, gold and other non-correlated assets can help investors navigate persistent inflation and rising government spending concerns. =...

Though this trading week tilts toward a close in the red, Kevin Hincks sees next week offering more chances for bullish momentum, from a slew of ecodata to Nvidia (NVDA) earnings. Bitcoin's best week since 2024 is something Kevin notes as a strong positive to close out this week as President Trump pushes Congress to pass the legislation. He also touches on reports that Anthropic could file its...