Schwab Network

David Busch, CIO at Trajan Wealth, discusses signs of a slowing economy and a growing divide among consumers, highlighted by results from Target (TGT), Lowe's (LOW) and TJX Companies (TJX). He outlines opportunities tied to AI infrastructure and monetization, while pointing to the Fed minutes, Jackson Hole and Nvidia (NVDA) earnings as key market catalysts. ======== Schwab Network ======== Emp...

Sarah Henry sees Target (TGT) in "the early days of its evolution" after the big box retailer posted a strong earnings beat. She explains how the company is capitalizing on inventory needs and digital growth through AI. Looking ahead to Walmart (WMT) earnings, Sarah says investors will be "laser-focused" on finding any weakness in the retail giant's high margin revenue stre...

TJX Companies (TJX) shares slid despite posting a beat and raise quarter on earnings while Estée Lauder (EL) soared. Diane King Hall explains discusses the tale of two retail giants to explain why one is seeing much more favorable trading action over the other. She turns to the housing market by outlining key takeaways in earnings from Toll Brothers (TOL). ======== Schwab Network ======== Empoweri...

Ryan Lynch of Zelnicker Dorfman Private Wealth discusses the treasury’s new buyback operation and what it could mean for market liquidity. He explains how lower yields and oil prices are supporting stocks, previews Walmart (WMT) earnings as a key consumer gauge, and highlights the role of fixed income in a diversified portfolio. ======== Schwab Network ======== Empowering every investor and trader...

The U.S. Treasury is "at least" doubling debt buybacks for longer-dated nominal coupon securities, causing a surge in fixed income activity after yields hit highs not seen in years. Kevin Hincks explains why the headline is so significant for bonds and beyond. He turns to global movers tied to the U.S.-Iran war after the United Arab Emirates cut off trade with Iran. In equities, Kevin di...

Walmart (WMT) reports earnings before Thursday's opening bell and will act as a bellwether for the retail space. Rick Ducat shows the recent decline in shares and a directionless trend in the stock ahead of Walmart's report. He warns traders to prepare for any scenario. Rick also offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and t...

Jharonne Martis, director of consumer research at LSEG, says there's a lot of positive signs to take away from Target (TGT) earnings in its rebound story. She packages all of her findings for investors and outlines how U.S. shoppers are showing signs of strength where Jharonne previously had concerns. She points to Walmart (WMT) as the next key test for consumers. ======== Schwab Network =====...

"It's a really tricky time for consumers," says Victoria Gousse, especially when it comes to the housing market. She explains how first time homebuyers face critical questions of leaving their home to upsize or downsize due to the uncertain path of interest rates. Victoria also sees supply tailwinds for the housing market but difficulties "to get a shovel in the ground" whe...

Jefferies upgraded Dollar Tree (DLTR) to hold from underweight as shares see a strong uptick over the last quarter. Charles Schwab's Brett Crowther turns to the short- and long-term price action of the stock to show how bears can claw into the recent bullish trend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Geopolitical pressures continue to beat down market sentiment even as earnings season continues to show strong results. Tom White takes investors through what he's watching in Wednesday's expected market moves. On the earnings front, Target (TGT) posted a strong report but shares didn't move much. Tom points to profit-taking as the culprit. He turns elsewhere in the retail space to Low...

Hearings begin for the Meta Platforms (META) child safety trial spearheaded by attorneys from more than half of U.S. states. Home Depot (HD) posts a top and bottom line beat before the opening bell while Keysight (KEYS) reports after the close. Marley Kayden takes investors through some of the top stories of Tuesday's trading session. ======== Schwab Network ======== Empowering every investor...

Marley Kayden and Sam Vadas turn to the macro and micro headlines many investors likely missed on Tuesday's trading session. They highlight Tesla (TSLA) and the company's push to launch its Cybercab vehicle later this year and the quiet bond sell-off happening internationally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Mike Dickson discusses why rising interest rates are not necessarily a threat to stocks as long as economic growth remains strong. He explains how AI is shifting from an investment cycle to a productivity cycle that could boost corporate earnings. Dickson also highlights the S&P 600 as a potential beneficiary of AI-driven margin expansion. ======== Schwab Network ======== Empowering every inve...

Siobhan Hanley explains why Ireland remains a top destination for foreign investment. She highlights the country's strengths in life sciences, biopharma, medtech and technology, along with its skilled workforce and EU access. Hanley also discusses why many U.S. companies view Ireland as a stable and attractive place to grow. ======== Schwab Network ======== Empowering every investor and trader...

Sam Radwan examines China's economic challenges, including a housing downturn, weak consumer confidence, and the country's largest credit contraction in two decades. He explains why policymakers face limited options as growth slows and yield differentials widen. Radwan also highlights China's rapidly expanding biopharma industry, which is emerging as one of the country's most promi...

Volatility has hit a new "floor," says Zed Francis, and he gives credit to AI chip stocks. He explains how the sector, combined with leveraged ETFs and a surge in positioning, caused the sudden uptick in volatility and its subsequent freefall. He talks more about the role institutions played in the "boom bust" of hedging activity and how traders can take advantage of the market...

"It's a tough time for crypto right now," says CoinDesk president Dave LaValle, who talks about why Bitcoin is currently experiencing a bear market. He says sentiment will change as institutions continue piling into cryptocurrencies and tokenized assets expand. "We're only at the beginning of the stablecoin market," says Dave, though the Clarity Act likely being delayed...

Calamos Investments' Matt Kaufman discusses the Calamos Active Hedged Equity ETF (CHDG) and its active approach to managing market volatility. He explains why advisors are increasingly looking beyond the traditional 60/40 portfolio. Kaufman also highlights the Calamos Autocallable Growth ETF (CAGE) and the firm's Bitcoin ETF offerings. ======== Schwab Network ======== Empowering every inve...

Amanda O'Neill and John Blank break down Home Depot's (HD) earnings, highlighting stronger-than-expected comparable sales driven largely by pricing rather than an increase in big-ticket purchases. They discuss what the results say about today's more selective consumer, the challenges posed by a weak housing market, and the potential read-through for Lowe's (LOW). The pair also exam...

Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologi...

Jeffrey Klingelhofer examines the latest economic data, arguing that the U.S. consumer remains resilient despite signs of slowing activity. He discusses how spending habits are diverging across income groups, with lower-income consumers becoming more selective. Klingelhofer also explains why strong nominal GDP growth could keep inflation pressures elevated and leave the Fed with more work to do. =...

Earnings Scout CEO Nick Raich previews Target’s (TGT) upcoming earnings report and discusses what it could reveal about consumer spending trends. He highlights strong earnings growth across the S&P 500 (SPX), led by technology and consumer discretionary stocks, while warning that slowing estimate revisions could create challenges for the market. Raich also examines the impact of the AI boom an...

Target (TGT) has surged 56% this year as consumer demand and same-store sales continue to improve. LikeFolio’s Andy Swan discusses the retailer’s turnaround, stronger traffic trends, and renewed focus on its core business. He explains why upcoming earnings and management’s outlook for customer engagement and the holiday season will be key for investors. ======== Schwab Network ======== Empowering...

Bryce Deeney and David Trainer discuss Klarna's (KLAR) sharp post-earnings decline despite a quarterly beat. They examine the impact of weak guidance, executive departures, and challenges facing the company's buy now, pay later business model. The pair also discuss slowing user growth and the increasing commoditization of financial transactions. ======== Schwab Network ======== Empowering...

Prenetics (PRE) CEO Danny Yeung discusses the rapid growth of the company's I Am Biome brand, which posted 288% year-over-year revenue growth in the second quarter. He highlights the brand's global reach, direct-to-consumer model, and partnerships with athletes including Aryna Sabalenka and David Beckham. Yeung also outlines plans to expand the product lineup and grow revenue to more than...