Schwab Network

Brendan Ahren spotlights China AI chips and why he favors "picks and shovels" in the region. He says a lot of the money that flowed into China has moved into South Korea as the AI memory trade picks up steam in companies like Samsung and SK Hynix (SKHY). Brendan discusses more on China's AI growth through takeaways in earnings from Alibaba (BABA) and Baidu (BIDU). ======== Schwab Net...

Sucharita Kodali says Walmart (WMT) "is on a strong trajectory" after it beat and raised in quarterly earnings. It still wasn't enough for Wall Street, causing a near-10% sell-off in shares. Sucharita makes the case that the growth story still looks strong, so long as consumer sentiment shows signs of improvement. Kevin Hincks offers an example options trade for Walmart. ======== Sch...

U.S. shares of Alibaba (BABA) moved lower after the Chinese ecommerce giant posted mixed earnings even as cloud revenue increased by 45%. Jenny Horne talks about the key takeaways from the report and commentary from leadership suggesting AI growth remains a top priority. Joe Tigay offers an example options trade for Alibaba. ======== Schwab Network ======== Empowering every investor and trader, ev...

The Treasury is "attacking the symptom, not the cause" of rising yields, says Liz Ann Sonders. Momentum in fixed income markets, paired with concerns on inflation and the U.S.-Iran war, is what Liz Ann sees silencing the short-term downtrend in the 10-year yield among related metrics. She broadens out the discussion to explain how equities can regain their footing through certain moves s...

Indrani De of FTSE Russell says strong earnings are supporting a broad global equity rally. She warns that rising interest rate volatility and higher global yields could pressure the AI trade, particularly as companies like Alphabet (GOOGL) ramp up spending and tap debt markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Diane King Hall discusses the sharp sell-off in Advance Auto Parts (AAP) as the guidance shows strong headwinds. Deere (DE) offered plenty of strength in its earnings as construction revenues rise. Diane then looks into mixed analyst reactions to Merck (MRK) after it and Moderna (MRNA) rallied strong on positive melanoma vaccine trial results. ======== Schwab Network ======== Empowering every inve...

Robert Conzo explains how Treasury yields moving higher along stocks' record run presented unique challenges for investors. He offers his insights into ways you can navigate the market environment, which includes 60/40 portfolio diversification. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork...

Brian Glenn of Premier Path Wealth Partners says AI spending continues to support the market's rally. He discusses Walmart's (WMT) earnings, highlights TransDigm Group (TDG) as a top aerospace and defense pick, and explains why he doesn't see signs of a market bubble. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Crude oil is ticking higher and keeping Treasury yields elevated to start Thursday's trading session. Kevin Hincks tells investors to brace for more headlines around the U.S.-Iran war that can shake up price action during the day. Tensions continue to mount as President Trump threatens "economic D-Day" on Iran. Other comments he made on the Clarity Act sent Bitcoin and other crypto-t...

After companies like Walmart (WMT), Target (TGT), and TJX Companies (TJX) showed varying results from earnings, investors now turn to Ross Stores (ROST) after Thursday's close. Rick Ducat points out that the stock has been a vast outperformer in a mixed sector, highlighting key support and resistance areas ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader...

"Yields are about confidence," and a slew of headwinds hitting the economy will keep confidence low, says Erin Gibbs in discussing the creep higher in Treasury yields. She outlines the path she sees for fixed income markets as stocks struggle to tap new record highs. Erin does see opportunity in small caps, believing the current interest rate environment balanced out valuations. ========...

Growth stocks underperforming value have treasury yields to blame, says Gina Martin Adams. She points to debt, both national and through hyperscaler CapEx, as a key factor as businesses race to stay ahead in the AI race. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download t...

TJX Companies (TJX) saw one of its worst sell-offs in recent memory after earnings Wednesday, as Kevin Horner of Charles Schwab highlights the stock's closing price as especially important. He turns to a five-year chart that shows the "clean" rally in shares supporting a long-term bullish thesis remains intact. ======== Schwab Network ======== Empowering every investor and trader, ev...

Markets are weaker ahead of Thursday's opening bell as the 10-year treasury yield creeps back up to 4.7%. Jenny Horne discusses more about the AI momentum stocks like Micron (MU) leading downside action and why many are sitting on their hands until Kevin Warsh's Jackson Hole speech. One corner of Wall Street rallying: Bitcoin and crypto-tied stocks after President Trump's recent commen...

Moderna (MRNA) shares nearly tripled in Wednesday's session after it and Merck (MRK) announced positive trial results for its melanoma vaccine. Target (TGT) tapped 2-year highs and Estée Lauder (EL) surged after both companies posted strong earnings. Marley Kayden carries investors through the top stories of the trading session. ======== Schwab Network ======== Empowering every investor and tr...

Sam Vadas turns to key international headlines in Unitree's explosive IPO in China and SK Hynix (SKHY) bolstering its share buyback plan. Marley Kayden discusses how prediction markets like Polymarket and Kalshi are gaining institutional attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Charles Schwab's Jim Ferraioli talks all about Bitcoin futures on this week's Crypto Corner. He examines how hedge funds are appearing to build plans to go long as dynamics in the crypto space continue to shift. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download th...

Hawkeye 360 (HAWK) CEO John Serafini discusses the company's strong quarter, highlighted by 33% organic growth and 134% international growth. He points to rising demand across Asia-Pacific, the Middle East and Eastern Europe, as well as a new five-year National Reconnaissance Office contract. Serafini also explains how Hawkeye 360 is expanding its signals intelligence capabilities into real-ti...

Keith Buchanan examines the key forces driving today's market, including strong earnings growth, continued AI investment and the impact of rising treasury yields on valuations. He discusses the Fed's evolving messaging and what it means for investor risk appetite. Buchanan also outlines a diversified portfolio approach that extends beyond large-cap growth stocks to include international eq...

Target (TGT) delivered strong earnings, but Burt Flickinger remains cautious on the retailer's long-term prospects. He argues that underinvestment in distribution and logistics, along with mounting competition from Walmart (WMT) and Costco (COST), could limit future growth. Flickinger also discusses leadership and merchandising challenges that he believes leave Target disconnected from its cor...

LikeFolio's sentiment data on Walmart (WMT) shows that 90-day demand has moved up roughly 14%, about the same as the stock price year-over-year. However, as Landon Swan shows, Walmart demand is lagging compared to Target (TGT) and Costco (COST) even though it's ahead of Amazon (AMZN). He tells investors to keep an eye on any signs of growth deceleration in earnings, as any weakness can lea...

TrueCar CEO Scott Painter discusses how tariffs, interest rates and consumer behavior are reshaping the auto industry. He explains why higher vehicle costs are pushing some buyers from new cars to the used market and examines the current discounting cycle among automakers. Painter also highlights how TrueCar uses AI to track affordability and purchasing trends. ======== Schwab Network ======== Emp...

Charles Schwab's Kevin Horner says the S&P 500's (SPX) recent pullback is a healthy pause after a period of consolidation, with market leadership expanding beyond mega-cap technology stocks. He highlights The J.M. Smucker Company (SJM), which continues to trend higher while finding support at its 50-day moving average. Horner also points to ONEOK (OKE), whose breakout from a five-month...

Charlette Golder, co-portfolio manager of QTPI ETF, explains how the fund seeks high current income and capital appreciation while maximizing tax efficiency. She discusses the advantages of preferred and hybrid securities, including their potential to deliver higher taxable-equivalent yields than municipal bonds. Golder also highlights the ETF’s active management strategy and its focus on maintain...

While analog chip stocks don't get as much attention as their flashier AI peers, Ron Westfall believes this corner of the tech industry has plenty of room to run. A sector-wide sell-off is keeping many investors away, but as Ron explains, there's tailwinds in automotive and related businesses expanding the road ahead for chips. He names Analog Devices (ADI) as one of his stock picks. =====...