Schwab Network

With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due...

UnitedHealth (UNH) reached a 52-week high Thursday after the company posted a beat on earnings and set guidance above Wall Street expectations. Shares pulled back in the first hours of the trading session. Jenny Horne points out that the stock still shines as a healthcare outperformer in 2026 and takes investors through the key metrics to note in the earnings report. Joe Tigay offers an example op...

Tony Bancroft believes GE Aerospace (GE) posted great earnings but says the stock is pulling back over valuation concerns. He talks about how geopolitical tensions keep the company and its peers in the forefront of U.S. defense spending and highlights arms of GE's business he expects to see significant growth. Tom White offers an example options trade for GE Aerospace. ======== Schwab Network...

Ellen Wald examines how tensions in the Strait of Hormuz could impact crude oil prices and global energy markets. She discusses China's oil demand, the role of the U.S. Strategic Petroleum Reserve, and how diplomatic efforts or prolonged conflict could shape the outlook for energy markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

With all the AI weakness rattling Wall Street, Charles Schwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering reprieve to tech. Kasey McCurdy takes a closer look into hyperscaler CapEx and explains why the Big Tech trade i...

Shares of Netflix (NFLX) continue to trade near a 52-week low, as Rick Ducat highlights the streaming giant as the most notable laggard in the space. He discusses the key support and resistance levels he's watching ahead of Thursday's earnings and offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...

Teri Ijeoma, author of "The Risk Worth Taking," explains the "gambling mentality" she sees forming in markets and ways you can protect yourself from substantial downside risk. She advises investors have courage, confidence, and clarity when it comes to portfolio management and technical analysis. Teri also outlines how traders need to show discipline and patience. ======== Schw...

Kevin Hincks kicks off Thursday's trading session with a glimpse at the retail sales that show a still-resilient American consumer. On the other side of the Fed's dual mandate, he talks about the "low hire, low fire" jobs environment he sees offering some strength to the economic picture. TSMC's (TSM) gross margins added pressure to the stock and the global tech trade, which...

Tom Maher discusses how AI spending is creating opportunities beyond mega-cap tech, benefiting engineering, construction, data center, and power infrastructure companies. He also highlights Ralph Lauren (RL) and YETI Holdings (YETI) as attractive growth opportunities driven by strong brands and market positioning. ======== Schwab Network ======== Empowering every investor and trader, every market...

It's all about earnings for Diane King Hall when it comes to Thursday's top stories. United Airlines (UAL) saw turbulence in its stock after beating, coming in part from expectations that the airliner will take a hit from rising crude oil prices. In contrast, J.B. Hunt (JBHT) shares opened at a new all-time high. Diane then turns to new life in UnitedHealth (UNH), which tapped a 52-week hi...

Jeff Weniger has a strong outlook for what he calls a "raging bull market." He says earnings growth can reach 20% into 2027, adding that he sees no red flags in the jobs market. As for Kevin Warsh and the Fed, Jeff doesn't anticipate interest rates to move much higher than current levels, and even says there's a chance the FOMC is more dovish than Warsh is willing to admit. =====...

Investors taking profits in AI memory names like SK Hynix (SKHY) and Samsung overseas is something Tom White sees hitting U.S. stocks. TSMC's (TSM) earnings added volatility to the tech trade even after it beat and announced an additional $100 billion investment into the U.S. Tom turns to the healthcare sector by talking about UnitedHealth's (UNH) earnings and how it shows the company &quo...

Eric Diton advises not go all-in on AI, pointing out that while it is necessary for long-term investors to have exposure to the trade, volatility will create massive swings. He explains tactics you can use to diversify your portfolio and talks more about the volatility he anticipates in the back half of 2026. However, Eric points out earnings strength as a positive and expects a bumpy end to 2026...

Etsy Inc. (ETSY) shares have experienced a strong bullish regime, says Rachel Dashiell of Charles Schwab. The momentum was enough to carry the stock back to three-year highs. However, Rachel says it's critical that momentum continues and uses a five-year chart to highlight the crossroads the stock is currently at. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Charles Schwab's Jim Ferraioli talks about what BIP-110 means for crypto data fields and why some see it as a bullish catalyst for the crypto space. It comes as Bitcoin taps $65,000 for the first time in almost a month. Jim walks investors through key levels he's watching in Bitcoin's price action as the cryptocurrency continues to trade almost 50% below record highs. ======== Schwab N...

Tech Markets saw major moves as ASML Holding (ASML) delivered a strong earnings beat and guidance raise on AI driven chip equipment demand. AI memory stocks faced pressure from rising Chinese competition. PayPal (PYPL) jumped after reports of a potential $53 billion acquisition offer. Sam Vadas takes investors through the top stories of the trading session. ======== Schwab Network ======== Empower...

Sam Vadas discusses PPI data coming in cooler than expected reshaping inflation concerns. She also touches on investors rotating into Chinese ADRs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Do...

Ben Cook explains why geopolitical tensions have created strong support for oil prices and could push crude toward $100 per barrel. He also highlights the growing demand outlook for U.S. natural gas, pointing to Williams Companies (WMB) and EQT Corporation (EQT) as potential beneficiaries of LNG exports and expanding data center infrastructure. ======== Schwab Network ======== Empowering every inv...

MichaelAaron Flicker examines the growing impact of GLP-1 medications on consumer behavior, noting that roughly one in five American households has someone using a GLP-1 drug. He explains how that trend is reshaping spending habits and discusses the implications for restaurants as well as food and beverage stocks. As MichaelAaron explains, the shift in weight loss habits are creating swift strateg...

Matthew Tuttle explains why the June CPI report could be a game changer for markets, breaking down how the latest inflation data could influence everything. He discusses why oil and gas prices are the key variables to watch, arguing that higher energy prices could reignite inflation, and shares his outlook for inflation and the stock market. ======== Schwab Network ======== Empowering every invest...

Jeffrey Klingelhofer argues that underlying inflation pressures remain despite recent signs of cooling. He explains how the capital-intensive AI buildout could become the next inflation driver and discusses why investors should focus on income, protection and opportunities across fixed income markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

CFRA's Cathy Seifert breaks down BlackRock's (BLK) earnings beat, highlighting strength across its asset management, ETF and technology businesses. She explains how organic asset growth and the successful integration of acquisitions continue to support the firm's long-term growth strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC). Matt also touches on CapEx spending plans and ways the AI memory trade ties into chip manufacturers. ======== Schwab Network =...

Charles Schwab's Kevin Horner examines the S&P 500's (SPX) recent consolidation and explains why a breakout above key resistance could spark the market's next major move. He also highlights a bullish technical setup in AbbVie (ABBV) and discusses potential upside targets. Horner rounds out his analysis with Netflix (NFLX), outlining the key support levels and technical signals that...

David Tuong and Arthur Wong break down Johnson & Johnson's (JNJ) earnings beat, highlighting strong growth from key oncology and immunology drugs, including Darzalex and Tremfya. They discuss how the company's pipeline could help offset the upcoming Stelara patent cliff, while also examining medical technology trends and ongoing talc litigation risks. ======== Schwab Network ======== E...