Schwab Network

Kevin Roberts of CarGurus addresses the affordability challenges car buyers are facing in the auto market. He says the average vehicle price in July was $51,000 and rising, with cheaper cars getting "harder to find." Despite the uptick in price, Kevin points out that new vehicle sales are down and leasing is on the rise, something that can buoy costs as more used cars enter the market. T...

Norwegian Cruise Line (NCLH) has sailed in a consolidation pattern that recently showed bearish price action. Charles Schwab's Kevin Horner takes the wheel and shares why he believes the consolidation is breaking and concerns the stock can fall further after it was hit with a downgrade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Chipmakers from Nvidia (NVDA) to Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. Tom White gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war. Home Depot (HD) earnings added to uncertainty in the housing market as the company addresses clear headwinds. Tom turns to a Wall St...

Nvidia (NVDA) is investing $1.5 billion into SB Energy to help power an OpenAI data center. Micron (MU) shares climb back above $1,000. Berkshire Hathaway (BRK/B) exits its position in Constellation Brands (STZ). Marley Kayden carries investors through the top stories of Monday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Qwen isn't the only headline behind Alibaba (BABA) Monday — the Chinese tech firm also announced it will sell its gaming unit. Elsewhere in tech, social media is going through a "big tobacco moment." Sam Vadas and Marley Kayden turn to their top takeaways on the first trading session of the week. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Jay Aldebert discusses the key themes shaping markets and previews the upcoming retail earnings season. He examines consumer spending trends through the lens of Walmart (WMT) and Target (TGT), while also exploring the impact of tariffs, Fed policy, and the growing adoption of AI across the retail industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what’s behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Brex president and CFO Ben Gammell discusses how startup spending is evolving as companies shift focus from AI applications to the infrastructure powering the technology. He highlights the growing use of open-source models to lower costs, the rapid adoption of AI agents, and the increasing importance of compute power, databases, and data storage in the modern startup economy. ======== Schwab Netwo...

Eisen CEO Allen Osgood explains the escheatment process and the challenges financial institutions face managing dormant and abandoned assets. He discusses how the rise of crypto and other new financial products has increased compliance complexity, and how AI helps firms track regulatory changes, avoid penalties, and reconnect account holders with their funds. ======== Schwab Network ======== Empow...

VanEck's David Schassler explains why traditional portfolio construction is becoming less effective as market dynamics evolve. He discusses AI as a transformative technology and makes the case for owning the commodities and infrastructure that support it. Schassler also highlights gold, energy, and other real assets as important hedges amid rising debt, geopolitical uncertainty, and changing s...

Charles Schwab's Kevin Horner discusses the S&P 500's (SPX) pause after three weeks of gains and highlights key technical levels traders are watching. He also examines bullish chart setups in Lumentum (LITE), including a 20-day/50-day moving average crossover, and Cipher Digital (CIFR), where improving momentum indicators suggest potential upside. ======== Schwab Network ======== Empow...

Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, including Baidu (BIDU), as investors express concerns of increased CapEx and shrinki...

Meta Platforms (META) "is turning into one of our favorite names," says CFRA's Angelo Zino, who says the core business and growth prospects both appear healthy. The cheapest valuation among the Mag 7 and new products are other key factors he sees buoying the social media giant. Austin Lyons says Meta can use its own AI models to improve ad efficiency while keeping costs contained. ==...

Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and...

Paul McCarthy previews Home Depot's (HD) upcoming earnings report, highlighting concerns around a weak housing market, softer DIY demand, and margin pressure. Using technical analysis, McCarthy suggests the stock could decline toward the $266 level before finding support. He also outlines a longer-term recovery scenario that may not fully take shape until 2027. ======== Schwab Network ========...

Chris Clarke examines long-term inflation trends and the potential impact of rising treasury yields and interest rates on economic growth. He explains why investors should closely monitor the bond market as higher rates could create new challenges for stocks and the broader economy. Clarke also shares advice for students entering the workforce, highlighting how AI is reshaping career opportunities...

LikeFolio's Andy Swan previews Home Depot's (HD) earnings report, highlighting a 16% year-over-year increase in consumer demand. He argues accelerating demand and market share gains versus Lowe's (LOW) support a bullish outlook for the home improvement sector. Swan also points to the $1.2 trillion home repair market and potential upside as interest rates begin to decline. ======== Schw...

Nvidia (NVDA) is expected to nearly double last year's revenue in next week's earnings. Adam Coons expects investors to focus on ways the Mag 7 giant will continue its explosive growth. "Pay attention to the chip manufacturers" designing the company's new chips as well, says Adam, especially as demand ramps. Joseph DeYonker says Nvidia stock "still looks remarkably cheap...

David McAlvany believes the outlook for crude oil remains highly volatile as the U.S.-Iran war shows no sign of easing as of Monday's trading session. He makes the case why prices can consolidate between $90 and $110 in the near future. David offers his advice on how investors can navigate the lasting volatility in the energy space. ======== Schwab Network ======== Empowering every investor an...

Monday's Big 3 is focused on the commodity space, as Dan Russo turns to three products he sees holding potential in the coming weeks and months. He walks investors through his key takeaways on the iShares S&P GSCI Commodity-Indexed Trust ETF (GSG), the Sprott Physical Gold Trust ETF (PHYS), and the VanEck Gold Miners ETF (GDX). Rick Ducat highlights the support and resistance areas to watc...

Tim Nyland offers his bearish and bullish thoughts for the back half of 2026 on expectations that the Fed will hold interest rates. He considers the broadening price action across Wall Street healthy for stocks long-term as investors reconsider previous views on AI CapEx. Tim sees the Mag 7 as "very, very likely" to regain momentum in the coming months, especially Microsoft (MSFT) and Te...

Eric Clark previews Home Depot's (HD) upcoming earnings report as the company looks to improve on its recent underperformance versus Lowe's (LOW) and the broader market. He examines the impact of housing market challenges and key drivers to watch in the quarter. Tom White looks at a bullish options strategy for investors looking to capitalize on a potential post-earnings move. ======== Sch...

OpenAI is moving away from relying on third parties like Microsoft (MSFT) and Oracle (ORCL) and stepping up to become its own frontrunner in the AI compute race, says Marley Kayden. She outlines how the ChatGPT maker is getting help from Nvidia (NVDA) as it seeks to open a 10 gigawatt data center in Ohio. Prosper Trading Academy's Charles Moon offers an example options trade for the Mag 7 stoc...

Charles Schwab's Collin Martin says rising crude oil prices are "one part of the puzzle" behind the uptick in yields, though he believes other factors are at play. Despite elevated fixed income pricing, he sees the U.S. economy as resilient in the face of benign inflation data. However, Collin sees pressures from foreign investors, especially in Japan. When it comes to the Fed, Colli...

Milissa Hutchinson discusses why the AI investment theme remains a powerful market driver while highlighting opportunities beyond the Mag 7 and U.S. equities. She points to small-cap stocks as attractive beneficiaries of the AI innovation cycle and explains why current bond yields, particularly in municipal bonds, offer compelling income opportunities for investors. ======== Schwab Network =======...