Schwab Network

Jay Hatfield argues the market is undergoing a rotation as hedge funds unwind crowded chip positions. He explains why Amazon (AMZN) looks undervalued and how America's energy advantage continues to support the U.S. investment outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

Blue Macellari discusses T. Rowe Price's new actively managed crypto ETF, TKNZ, and why the firm sees opportunities beyond Bitcoin in today's market. She explains the fund's focus on SEC-compliant tokens, active management, and the outlook for institutional crypto adoption. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Diane King Hall highlights Teradyne’s (TER) rally after beating on earnings and posting strong guidance, giving much needed strength to the stock. Ford (F) also rallied when it showed similar strength in its earnings. As Diane notes, Humana (HUM) shares bounced off lows at the opening bell but investors remain wary on the outlook. ======== Schwab Network ======== Empowering every investor and trad...

Greg Dukes explains why markets are focused more on CapEx than earnings, highlighting Alphabet's (GOOGL) infrastructure spending and the opportunities it creates across energy, construction, and real estate. He also discusses Fed rate hike expectations and why investors should look beyond hyperscalers to companies benefiting from the investment boom. ======== Schwab Network ======== Empowering...

Kevin Hincks does not see Fed Chair Kevin Warsh and the FOMC raising interest rates for July. He points to recent economic data and consensus data for upcoming prints like core PCE he says tilts toward a pause. Kevin also outlines his expectations for Microsoft (MSFT) and Meta Platforms (META) earnings and why AI ROI will be the point investors watch for the most. ======== Schwab Network ========...

Is Microsoft (MSFT) undervalued after a steep sell-off in recent months? That's the question on many investors' minds heading into earnings after Wednesday's close. Tom White turns to the key support and resistance levels to watch in the stock into and after the Mag 7 company's report. He offers an example options trade for Microsoft. ======== Schwab Network ======== Empowering eve...

Charles Schwab's James Kostulias says investor concerns are across the board depending on which cohort you find yourself a part of, from AI to geopolitics and inflation. The number one concern for Gen Z: AI and whether the trade is really in a bubble. James adds that investors are likely seeing the market as overvalued, pointing to a heightening trend in outflows from single stocks and inflows...

Tsvetta Kaleynska says consumers have been stressed for the last year and a half despite what economic data suggests. She outlines her firm's data that points to the Fed and current political set-up as what consumer blame for inflation. It's not just inflation — Tsvetta also says the jobs front is also top of mind for Americans. ======== Schwab Network ======== Empowering every investor an...

SK Hynix (SKHY) shares slid to the downside even after the South Korean AI memory giant posted strong earnings. The selling action was even steeper in KLA Corp. (KLAC) even though that company showed similar results. Jenny Horne explains how supply constraints are hitting both firms and talks more about the high bar heading into both earnings. One firm that's muscling gains on its report: Seag...

Zachary Hill discusses consumer confidence and the lack thereof around gas and grocery prices. He says it's no surprise numbers came in weaker as inflation adds pricing pressures and the jobs market remains in a no fire, no hire environment. This shift comes as Zachary makes the case that AI is driving economic growth, not American consumers. That said, he sees the trajectory for markets and the e...

As the Fed begins its interest rate meeting, Zed Francis talks about his predictions for tomorrow’s meeting and ways it can shake up volatility. He gives investors his full picture perspective on volatility trends and ways the Fed's decision shift momentum in the VIX, especially if the FOMC votes for a rate hike. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Has the Senate shelved the Clarity Act? Seth Ginns talks more about the back and forth between Democrats and Republicans on key sticking points in the legislation but says "we're feeling quite good" it will get passed. When it comes to the Fed, he highlights his expectations for crypto should the FOMC tighten interest rates.  ======== Schwab Network ======== Empowering every investor...

Joanne Bianco discusses volatility in the market ahead of the Fed’s rate decision and fixed income’s dual roles. She says fixed income is competing with stocks now as it creates great amounts of opportunity. Joanne also shares her expectations for tomorrow’s rate decision and the Fed’s path forward.

Boeing's (BA) mixed earnings showed enough green lights for investors to send shares higher on Tuesday's session. Morningstar Wealth's Nicolas Owens says one of the key questions lies in a key customer and a tentative setback of orders. However, he still sees the stock as one flying under fair value. Ben Tsocanos believes the aerospace giant's turnaround story continues to gain alt...

Nitin Sacheti talks about the state of the AI trade as the buildout accelerates. He focuses on small-cap companies tied to AI infrastructure and discusses what to watch in today’s earnings for the firm. Nitin also touches on the next phase of the AI investment cycle and separates winners from the rest of the tech crowd. ======== Schwab Network ======== Empowering every investor and trader, every m...

Ryan Detrick talks about the "awfully strong" earnings season Wall Street has seen so far and points out opportunities for a market-wide rebound since sliding from all-time highs in early June. Financials and healthcare are two sectors in particular he sees "taking the baton" from tech. Ryan turns to the Fed and why he expects to see an interest rate pause for July and a rate h...

Peter McNally and Eric Clark talk about PayPal (PYPL) earnings that show signs of its turnaround plan taking shape. Eric says the bigger picture for PayPal is challenged but the tentative $53 billion Stripe and Advent deal will be better for the company. Peter adds that expectation for previous earnings were low, offering more room for bull to run in Tuesday's session. ======== Schwab Network...

Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios an...

Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the technicals in the s...

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open...

Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while s...

David Waddell discusses his outlook expectations for the back half of 2026 and why he sees it being choppy. He says while the economy and inflation are okay, we’re distracted by the AI bubble and advises investors to stay away for now. David predicts the Fed meeting tomorrow will be a “very spectacular non-event” with more news to come in September and touches on the biggest risks facing markets r...

Jim Stoeffel talks about microcap stocks and their rising importance amid AI and geopolitical volatility, calling the group a great investment opportunity overall. He explains why his firm is eyeing microcaps and rotating out of Big Tech to buy into those names. Jim names TrueBlue (TBI) and Ichor (ICHR) as some of his top picks.

Chi Chen discusses the key trends shaping global fixed income markets and shares her outlook for bond investors. She explains why today's higher yields offer an opportunity to generate additional portfolio income without sacrificing credit quality, and highlights the factors investors should watch as they navigate the fixed income landscape. Chi also looks inside the recent shifts in the bond...

Cinthia Murphy highlights the latest ETF fund flows as earnings season continues and what investor demand reveals about the market. She also discusses the sectors driving the market and the trends contributing to broadening strength as investors rotate out of the AI trade.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not su...