Schwab Network

Charles Schwab's Adam Lynch recaps the recent bout of crypto weakness after Bitcoin tapped $87,000 just a couple weeks prior. He goes over the bearish trends pushing cryptocurrencies lower. Also on Adam's radar: the Token2049 conference in Singapore. He then addresses the CFTC and SEC bolstering crypto regulation on their own after the Clarity Act failed a key procedural vote in the Senate...

"Who asked for this product?" It's the biggest question Peter Andersen asks for Microsoft's (MSFT) new Surface Laptop Ultra powered by Nvidia (NVDA) RTX Spark. While he notes the "impressive" AI capabilities the piece of tech can handle, Peter remains skeptical on profit expectations due to its "extremely steep" price point. He discusses ways Microsoft can win...

Goldman Sachs raised its 2026 U.S. data center capacity by 5 gigawatts to 64GW in 2026 while lowering its 2027 forecast by 5GW to 90GW. As Lisa Martin explains, the data center boom is broadening and becoming more physical. However, additional commitments from Meta Platforms (META), OpenAI, and others don't offer much wiggle room amid existing supply constraints. Ron Westfall believes Goldman...

John Wilson, co-CEO and portfolio manager at Ninepoint Partners, discusses the newly launched ENG ETF and the investment case for North American energy independence. Wilson highlights growing energy demand from AI, data centers, and electrification, while discussing opportunities in traditional energy, uranium, and critical minerals. He also points to holdings including Exxon Mobil (XOM), Chevron...

David Nelson previews Delta Air Lines (DAL) earnings and discuss the broader airline sector. Nelson examines elevated fuel costs, softer passenger traffic, rising airfares, and airlines' efforts to maintain margins through premium seating and add-on fees. He also explains Delta's competitive advantages, including its refinery ownership, compares the outlook for competitors such as American...

LikeFolio's Andy Swan discusses Delta Air Lines (DAL) ahead of earnings. Swan highlights strong travel demand, rising flight bookings, resilient consumer spending, and the continued strength of premium travel despite higher fares and elevated fuel costs. He also compares Delta with United Airlines (UAL), weighs the impact of pricing power, loyalty trends, and in-flight Starlink connectivity, a...

Tsvetta Kaleynska and Noah Kann discuss PepsiCo's (PEP) earnings beat and lowered full-year guidance. They examine weak North American trends, strong international growth and lingering investor concerns surrounding the Gatorade recall. The pair also discuss the shift toward lower-sugar, functional and protein-focused beverages, including PepsiCo’s Poppi acquisition. They argue that health, wel...

Jason Brown turns to a trio of stocks that that have seen numerous headlines over recent trading days. For Constellation Energy (CEG), Jason expects the company to pen more deal linked to AI data center expansions. He like NetApp (NTAP) as an alternative AI play, along with Ciena (CIEN) as it builds "highways" for AI technology. Jason offers example options trades for his Big 3 while Kev...

Thomas Urano says strong demand at the latest 10-year Treasury auction shows investors, including foreign buyers, are finding value despite elevated yields. He discusses whether 10- and 30-year yields could reach 6%, as well as foreign demand, yield volatility and fiscal concerns in Europe. Urano also highlights an underappreciated pressure on the bond market: heavy government borrowing is competi...

The S&P 500 (SPX) and Nasdaq-100's (NDX) narrow leadership has made Tony Zhang "selectively bullish." Expanding market breadth is making him more "constructively bullish." He talks about key levels he believes the S&P and Nasdaq need to hold to solidify bullish expectations. Turning to his example options trades, he sees "cheap" opportunity in Nvidia (NVDA...

Jan Kniffen says consumers remain resilient and willing to spend, but they are becoming much more selective about where their money goes. He highlights Walmart (WMT), Costco (COST), Home Depot (HD), Dick’s Sporting Goods (DKS) and TJX Companies (TJX) as retail standouts, while discussing challenges for Levi Strauss (LEVI), Nike (NKE) and Lululemon (LULU). He also weighs inflation, employment conce...

PepsiCo (PEP) shares bounced off 6-year lows in the first hour of Thursday's trading day after the company posted an earnings beat. However, the legacy drink and snack firm lowered its full-year guidance. Alex Coffey takes investors through the key metrics in the report to show how the mixed picture plays into how analysts price the stock ahead. Joe Tigay offers an example options trade for Pe...

While market breadth is rebounding at the start of Thursday's trading day, Charles Schwab's Joe Mazzola says he needs to see more strength to become confident in the uptrend. Stocks across sectors are about to see their next test as well with the upcoming earnings season. Joe explains how earnings must validate the recent rally in the S&P 500 (SPX) and Nasdaq-100 (NDX) beyond tech. He also add...

Robert Koenigsberger discusses growing opportunities in emerging markets as investors seek diversification from developed-market risks. He favors highly secured, asset-backed private credit and says more mature policies have strengthened the case for emerging market debt as a core allocation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Buyers are stepping into the market with the S&P 500 (SPX) Equal Weight outperforming the broader index, says Kevin Green. However, keep crude oil's climb and lasting elevation in Treasury yields in mind, as both serve as strong headwinds against equities. KG offers a glimpse into economic data through the latest read on jobless claims. ======== Schwab Network ======== Empowering every inv...

Palantir (PLTR) crossed above $200 for the first time since November 2025 after getting an upgrade from Goldman Sachs. Diane King Hall explains why the firm is just now turning bullish on the stock. Meanwhile, Citi downgraded NXP Semiconductors and slashed its price target. Diane turns to the earnings front in PepsiCo (PEP) after the company posted an earnings beat but lowered full-year guidance....

David Dietze turns bullish on stocks ahead of a potential year-end rally, favoring small caps and consumer staples. His picks include AutoNation (AN), which he expects to rebound as rates ease, and VICI Properties (VICI) for its attractive yield and Las Vegas real estate portfolio. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Crude oil's 4% rally ahead of Thursday's open is keeping investors on edge. Kevin Hincks discusses the headlines pointing to heightening tensions between the U.S. and Iran causing the spike, along with the path ahead he sees for the energy trade. He outlines the impact crude's elevated prices will have on the Fed's interest rate cycle and whether the committee will continue to hike...

Jason Stephens discusses the outlook for stocks as higher rates, oil and inflation fuel near-term volatility. He remains bullish over the next 12 to 18 months, highlighting AI-driven growth and opportunities in financials, industrials and health care, while Broadcom (AVGO) and Oracle (ORCL) illustrate the massive investment flowing into AI. ======== Schwab Network ======== Empowering every investo...

Shares in Delta Airlines (DAL) have rallied close to 20% so far in 2026 even though energy trade volatility rattled the company and its travel peers. Tom White turns to the key support and resistance levels to watch heading into Friday's earnings. He then offers an example options trade for Delta. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Tucker Perkins, president and CEO of Propane Education and Research Council, talks about the broad energy trade and the extensive headwinds facing U.S. consumers and transportation companies. Truckers are hit especially hard, according to Tucker, as diesel prices continue to hover near record highs. He addresses how propane can solve key issues in the transportation industry. Tucker adds that prop...

It's not how high Treasury yields rise that's such a "shock to the system," but instead how quickly they rise, according to Frances Newton. So, how does the Fed respond to the speed of the rally? Frances addresses ways economic strength ties into the bond market and how both set the tone for the FOMC's interest rate cycle. She also talks about how herself and other wealth man...

Goldman Sachs is now a bull in Palantir (PLTR) after it upgraded the stock and set a $230 price target. Ben Watson with Charles Schwab points out that the stock has broken through a key resistance level, though he doesn't believe it's doing so with full confidence. RSI on a longer-term chart suggests bearish divergence from the stock's bullish moves. ======== Schwab Network ======== Em...

Crude oil is jumping back to the upside Thursday morning as tensions between the U.S. and Iran rise once again. Kevin Green analyzes the latest price action and ways this rally can set the stage for an even steeper run. In equities, KG turns to Applied Digital (APLD) earnings that showed a narrower-than-expected loss for the data center company. Wolfspeed (WOLF) also rallied after receiving a $1.5...

Nathan Peterson of Charles Schwab addresses the abundance of macro headlines he sees moving cryptocurrencies. Among the biggest movers: the four-year halving cycle for Bitcoin and the lingering climb in Treasury yields. Nate then offers his latest technical look into Bitcoin and Ethereum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...