Schwab Network

Andrew Plum explains why cooling inflation gives the Fed room to remain patient on interest rates. He highlights opportunities in dividend-paying stocks, Japanese equities, high-yield municipals, commodities, and gold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data. On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. Wh...

Market is misreading the macro picture - with higher yields being priced in. Nicolò Bocchin of Azimut thinks that investors are not pricing in a return a more normal market, with lower growth and lower tariffs. Bocchin says once energy prices and tariff concerns are resolved, we will likely be in a deflationary environment. He thinks Fed Chair Kevin Warsh should address the liquidity in the market...

A day after a massive market drop, two A.I. giants told very different stories. Microsoft (MSFT) delivered a blowout quarter, revenue up 18% to $90B and Azure topping $100B for the first time, enhancing its argument that its A.I. spending is already paying off. Meanwhile, Meta Platforms (META) posted record revenue, but missed earnings and said it expects to spend on the higher range of its prior...

Microsoft (MSFT) surpassed wall street’s expectations on the top and bottom line, while Meta Platforms (META) and Qualcomm (QCOM) both missed on EPS as investors weigh CapEx and its ability to generate long-term ROI. Marley Kayden takes investors through the biggest earnings after Wednesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Marley Kayden talks about the Fed's decision to leave interest rates unchanged despite dissents from three of the FOMC members. She also discusses the sell-off in Hims & Hers (HIMS) after FTC filed a lawsuit against the company, alleging it shared customers health data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and La...

Brett Steenbarger, PhD, is a trading coach, best-selling author and Professor of Psychiatry and Behavioral Sciences at SUNY. He explains what separates elite institutional traders from retail traders, dives into the power of positive psychology and examines how current froth in the market is impacting the mental state of traders. ======== Schwab Network ======== Empowering every investor and trade...

The Fed decided to hold interest rates for July but not without three FOMC members dissenting who instead favored a rate hike. David Busch sees Wednesday's decision and Kevin Warsh's press conference as an attempt to take the spotlight off the Fed and instead focus on market movements and current economic data. Warsh emphasized a 2% target for inflation during the press conference, somethi...

Congress goes on recess next Friday and the Clarity Act still has not been voted on by the Senate. Charles Schwab's Nathan Peterson puts passage of the bill before then at a coin flip's chance and offers his expectations on what changes it will bring to Bitcoin and the greater crypto space. Sticking to regulation headlines, Nate explains what a change to the crypto wash sale means for cryp...

Thomas Urano, Co-CIO and Managing Partner at Sage Advisory, discusses the Fed’s decision to keep rates unchanged and the implications of reduced forward guidance for investors. He explains how AI capital spending is factoring into the Fed’s inflation outlook and why financial conditions can tighten even without changes to interest rates. ======== Schwab Network ======== Empowering every investor a...

Art Hogan discusses the Fed’s 9-3 vote to keep interest rates unchanged and how the three dissenting votes signal a hawkish tilt for rates moving forward. He then highlights broad-based earnings growth across the S&P 500 (SPX), small cap outperformance, and the long-term AI productivity gains he sees helping in the fight against inflation. ======== Schwab Network ======== Empowering every inve...

John Lonski breaks down the Fed’s decision to keep interest rates unchanged and the debate over where policy goes next. He examines the gap between market expectations for higher rates and forecasts calling for eventual cuts, while arguing that geopolitical risks and potential oil price shocks pose a greater inflation threat than the Fed’s latest move. ======== Schwab Network ======== Empowering e...

The Fed has voted to hold interest rates for July, a decision widely expected by Wall Street. What was unexpected was that three FOMC members voted to raise interest rates. Tom White believes crude oil's price action will drive how the FOMC will vote on interest rates in September. The committee has noted inflation as the key culprit behind price shocks in several sectors of the economy. =====...

David Doyle of Macquarie examines the uncertainty surrounding the Fed’s policy path and the market’s mixed expectations for a potential rate hike. He discusses how changes to forward guidance, inflation concerns tied to higher gasoline prices, and evolving labor market dynamics could drive volatility and reshape investor expectations for the rest of the year. ======== Schwab Network ======== Empow...

Matt Maher talks about his expectations for Meta Platform’s (META) earnings. He says what works most for Meta is their power in advertising, backed by AI implementation behind its advertising tech. Matt also offers his takeaways on the Mag 7 and its aggressive spending on AI infrastructure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Landon Swan from LikeFolio discusses expectations for Meta Platforms (META) ahead of the company’s earnings release after Wednesday’s closing bell. He touches on consumer demand data and says the company is “doing a lot right” to maintain its global audience through social media. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Joe Tigay walks us through his Big 3 picks tied to the AI buildout. He points to Alphabet (GOOGL) as a company monetizing AI in multiple ways, highlights Amazon (AMZN) expanding its robotics capabilities, and calls Vertiv (VRT) a vital AI infrastructure company. Charles Schwab's Kevin Horner takes us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering ev...

Thomas Raymond and Melissa Cohn discuss how AI-driven productivity gains and innovation could help keep inflation in check. They examine the implications for Fed policy and why technological advances may be a powerful disinflationary force. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

Yelena Shulyatyeva breaks down the latest consumer confidence report, highlighting concerns around jobs, business conditions, and spending. She explains why consumers are becoming more selective and what the data could mean for future Fed decisions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

The Mag 7 becoming the Lag 7 is the mantra many have adopted in recent weeks, including Thomas Hayes, who shares concerns around free cash flow after it turned negative for Alphabet (GOOGL) and Tesla (TSLA). His worries extend to the overall AI chip and memory space, making the case that investors should "sell the rip" in rallies. Thomas adds that you should keep an eye on defensive stoc...

Jay Mehta discusses tensions in Mag 7 price action, driven primarily through growing AI CapEx. Investors are investing in other sectors as concerns over AI spending boil over. Jay also highlights what the AI CapEx boom means for the market's forward momentum and breaks down expectations ahead for the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Bryan Gildenberg has his sights set on margins when it comes to Chipotle's (CMG) earnings after competitors in the fast casual space showed signs of compression. In Starbucks (SBUX), he argues competition will be the key pressure point for the coffee giant, as it will need to justify rising prices to core consumers. Tom White offers an example options trade for Starbucks. ======== Schwab Netwo...

Charles Schwab's Mike Townsend talks about the "unusual situation" surrounding the Fed and whether it will hike or hold interest rates. He's in the camp that the FOMC will hold, though without forward guidance, he believes a hike is on the table and expects dissents from members. Nate Peterson elaborates more on rate volatility and how the U.S.-Iran war continues to serve as an o...

Revenue slightly missed in Ford's (F) earnings but EPS beat, backed by guidance strength with the company raising its EBIT outlook. Marley Kayden talks about the rally off the report, the legacy automaker posting $2.5 billion in operating profit, and price target hikes from analysts. Prosper Trading Academy's Mike Shorr walks us through an example options trade for Ford. ======== Schwab Ne...