Schwab Network

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...

Dick's Sporting Goods (DKS) will add to the slew of retail earnings when it reports next week as the stock hovers just above 52-week lows. Rick Ducat shows traders the notable areas he sees forming in the stock chart and where bulls can retake control of stock momentum. He then offers an example options trade for Dick's Sporting Goods. ======== Schwab Network ======== Empowering every inve...

Benjamin Peillard discusses the Clarity Act and how he sees the bill setting up needed guardrails for Bitcoin and other cryptocurrencies. Crypto-tied assets surged after President Trump called on Congress to pass the Clarity Act. Prediction markets largely priced in that the bull won't pass this year, and Benjamin believes Bitcoin won't suffer long-term if the bill doesn't pass until n...

Walmart (WMT) sold off more than 9% after Thursday's earnings report painted a mixed picture for the outlook of its customer base. Kevin Horner of Charles Schwab points out the oversold RSI but wants to see more conviction from trend traders to solidify that a turnaround is possible. He tells investors to watch certain key levels in Walmart's stock. ======== Schwab Network ======== Empower...

Kevin Rich says an upward-sloping yield curve isn't an outright negative signal for Wall Street, even if it does ring alarm bells for investors. He discusses the dynamics he sees the move creating for the weeks and months ahead as the Fed is "filling sandbags" ahead of Jackson Hole. "We could be in for a choppy few weeks," says Kevin, as the FOMC plot out its path for inter...

There's a lot of takeaways Tom White has to close out the week, as he takes investors through all the headlines ranging from the U.S.-Iran war to the creep higher in Treasury yields. As for Friday's headlines, Broadcom (AVGO) is seeking more than $60 billion in AI chip financing. Its main competitor, Nvidia (NVDA), got a new buy rating after BMO initiated coverage. ======== Schwab Network...

Marley Kayden turns to one of the biggest earnings losers of Thursday's session in Walmart (WMT) despite its beat and raise quarter. Deere (DE) was one of the session's biggest winners after its earnings. Bitcoin and other crypto-tied assets rallied on comments from President Trump regarding the Clarity Act. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Uber Technologies (UBER) and Baidu (BIDU) are partnering for a new robotaxi endeavor in Dubai, while Bitcoin bulls aim to retake the wheel of crypto momentum. Marley Kayden and Sam Vadas turn to their top takeaways of Thursday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Kurv Investment Management CEO Howard Chan introduces the Curve Equity Option Income ETF (KEO), an ETF-of-ETFs designed to provide diversified exposure to mega-cap technology and growth leaders, including Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Netflix (NFLX), and Tesla (TSLA). He explains how KEO uses options strategies to monetize stock volatility and generate weekly inc...

KraneShares' Henry Greene reviews Alibaba's (BABA) latest earnings, highlighting strong AI and cloud growth and the company's advanced position in its investment cycle. He contrasts Alibaba's momentum with Baidu's (BIDU) challenges as the search giant ramps up AI spending to revive its core business. Greene also discusses Unitree Robotics' recent IPO and what it means for t...

Jan Rogers Kniffen explains why Walmart (WMT) continues to gain traction with higher-income consumers despite a post-earnings stock decline. He discusses the competitive implications for Target (TGT), Amazon (AMZN), and other major retailers, including Home Depot (HD), Lowe's (LOW), TJX Companies (TJX), Ross Stores (ROST), Tapestry (TPR), and Ralph Lauren (RL). Kniffen also highlights the resi...

Charles Schwab's Adam Lynch analyzes the surge in Bitcoin brought by rhetoric from President Trump saying he wants the Clarity Act passed. As Adam mentions, the legislation faces a mid-September deadline before it is likely shelved until 2027. That said, Thursday's short squeeze and a boost of institutional investments give him confidence cryptocurrencies have more room to run. ======== Sc...

Shelton Capital's Barry Martin explains how the Shelton Equity Premium Income ETF (SEPI) differentiates itself from traditional covered call funds. Instead of selling index calls, SEPI sells covered calls on individual stocks across 11 sectors, seeking to generate additional income from stock-specific volatility. Martin also discusses the ETF's performance and how it may complement an inco...

As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate...

Microsoft (MSFT) is back to being a magnificent Mag 7 stock after earnings. David Wagner is very bullish on the stock's upward momentum due to its diversified business model through Azure cloud and Office suite working in tandem with each other to maximize profits. While some critique Microsoft's AI models, David believes the size of the company's moat allows it to connect those models...

Brian Mulberry says there's lots of trading opportunity across the AI hardware space. He highlights SanDisk (SNDK) as a name he likes due to its upside earnings potential despite the downside price action across the memory space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscri...

Ted Thatcher analyzes Walmart's (WMT) latest earnings report and explains why the stock fell despite strong headline results. He points to weaker same-store sales, slowing customer traffic, and pharmacy-related regulatory headwinds as key concerns. Thatcher also discusses Walmart's mixed guidance and why he remains constructive on the broader retail sector and the resilience of the U.S. co...

LikeFolio's Landon Swan examines Ross Stores (ROST) after its 56% year-to-date rally. While long-term demand trends remain favorable, he points to signs of short-term weakness and questions whether the retailer's valuation leaves enough room for upside. Swan also discusses changing dynamics across retail, with full-price retailers showing renewed strength against off-price competitors. ===...

R.J. Hottovy and Joy Tang break down Walmart's (WMT) strong earnings, highlighting continued traffic growth, expanding e-commerce sales and rising advertising revenue through Walmart Connect. They also discuss Walmart's appeal across income levels and its potential to benefit from the AI boom. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Greg Halter of Carnegie Investment Council discusses how tariff refunds are helping boost corporate profits, pointing to Target (TGT) as an example. He also highlights the strength of the U.S. consumer, particularly baby boomers, and explains why geopolitical headlines often have less impact on long-term market performance than investors think. ======== Schwab Network ======== Empowering every inv...