Schwab Network

Kevin Carter of EMQQ Global explains that AI is reshaping emerging markets, with TSMC (TSM), Samsung, and SK Hynix—his "Mag Three"—driving returns as the dominant "picks and shovels" providers. He also introduces EMQQ Global's Tigers product, offering U.S. investors exposure to China's open-weight LLMs like DeepSeek and Moonshot. ======== Schwab Network ======== Empower...

Charles Schwab's Jim Ferraioli does not expect to see typical seasonal weakness in Bitcoin's price action due to its long flush and subsequent rebound. So where will prices move from here? Jim looks into crypto inflows in ETFs and other products, along with his technical analysis in Bitcoin, to explain where he sees the cryptocurrency moving in the final months of 2026. ======== Schwab Net...

Wayne Kaufman analyzes the market's recent volatility, noting the digestion of a tremendous first half for tech and semiconductor stocks. He emphasizes the ongoing issue of inflation, with rising oil and commodity prices, but maintains a bullish long-term outlook due to strong corporate earnings. Wayne also discusses the valuation of Nvidia (NVDA), believing it to be undervalued despite curren...

GitLab (GTLB) beat earnings and raised guidance, leading to a jump the stock at Wednesday's opening bell. Diane King Hall discusses why investors are seeing promise for a further rally even as the company faces a crowded trade. She then explains why MongoDB (MDB) and Credo Technology (CRDO) sold off on their earnings. ======== Schwab Network ======== Empowering every investor and trader, every...

Timothy Burklow Sr. warns that the global bond sell-off and rising oil prices could trigger a market pullback, forcing the Fed to tackle inflation more aggressively. He highlights structured notes as a potential hedge against market volatility. Despite near-term risks, Burklow remains bullish on technology for the long term. ======== Schwab Network ======== Empowering every investor and trader, ev...

Even as the 10-year Treasury yield hits two-year highs, Kevin Hincks says stocks remain "relatively calm" heading into Wednesday's trading session. He discusses what the move means for equities and other factors tied to bonds like housing. Kevin also dives into the latest economic data by looking at the private payroll additions that came in below Wall Street estimates. He then turns...

Broadcom (AVGO) earnings will answer some lingering questions surrounding the AI trade and verify AI demand from Nvidia's (NVDA) report after Wednesday's close. Rick Ducat says the stock has lagged compared to chipmaking peers and highlights key support and resistance areas to watch in the chart. He turns to an example options trade for Broadcom. ======== Schwab Network ======== Empowering...

Tsvetta Kaleynska says she has analyzed 1.5 million posts tied to Dell Technologies (DELL) earnings and says discussions on its AI growth are the most interesting. To her, it signifies the company is becoming more like Nvidia (NVDA), Intel (INTC), and Micron (MU) and moving away from its traditional PC business. Turning to CrowdStrike (CRWD) earnings, Tsvetta explains why her data is pointing to a...

"I'll give you 950 billion reasons to buy bonds right now," says Thomas Hayes, who gives a contrarian take on why investors should bolster their portfolios in fixed income. He discusses the "seasonality effect," a crowded AI trade, a complicated geopolitical picture, and a steady rise in crude oil as components he sees leading a lasting bond rally. Thomas highlights stocks...

A pullback in Treasury yields is what Tom White believes the stock market needs to see the most, though he says it will be difficult with September's historical volatility. It comes as crude oil prices spike above $90 as tensions between the U.S. and Iran reignite. That said, the AI trade continues to show strength, as seen in Dell Technologies (DELL) earnings and its server revenue accelerati...

Oracle's (ORCL) stock has seen sharp downside action and recent consolidation in a bearish trading pattern. Kevin Horner of Charles Schwab takes investors through his technical analysis to show why bulls have struggled to retake control of shares.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

The technology sector faced strong selling action on the session. However, Dell Technologies (DELL) and Palo Alto Networks (PANW) both rallied after beating on the top and bottom lines in earnings. Marley Kayden turns to the top stories that moved markets during and after Tuesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

U.S. manufacturing remains resilient and the U.S dollar to Japanese yen trade hits 160, though a lasting global bond selloff is keeping international investors on edge. The autonomous driving race is also accelerating ahead of Tesla's (TSLA) Cybercab event Thursday. Marley Kayden and Sam Vadas walk investors through their final takeaways of Tuesday's trading session.  ======== Schwab Netwo...

James Czerniawski takes a closer look into the FTC lawsuit against Amazon (AMZN) filed by the agency and 22 U.S. states. The suit alleges that Amazon made $20 billion off deceptive advertising practices. As James explains, the lawsuit can lead to heavy implications against Amazon should the Mag 7 giant be seen as liable.  ======== Schwab Network ======== Empowering every investor and trader, every...

Susan Spence, Chair, ISM Manufacturing PMI, details how the latest manufacturing data points to a cooling economy. While still in expansion, new orders and backlogs are down, and sentiment has deteriorated. Inflation and tariffs remain significant concerns, particularly in the computer and electronics sectors, with some respondents finding current conditions more challenging than the COVID-19 pand...

Brian Vieten of Siebert explains what lead to the recent rally in Bitcoin off a recent floor the cryptocurrency established. He points to Strategy (MSTR) selling Bitcoin, paired with Clarity Act uncertainty, as two key culprits to the spring selloff. Now, Brian has a $175,000 price target for Bitcoin after a short squeeze and comments from President Trump reinvigorated the crypto trade.  ========...

Are all the investments being made into AI going to pay off? That's the question Nigam Arora takes to Wall Street as he analyzes what growing debt tied to the AI trade means to a Fed he sees hiking interest rates. He makes the case the stock market can fall at least 30% if AI's "day of reckoning" ever comes to fruition. Nigam discusses what this worst case scenario means for equi...

Wall Street is starting to price in a 25bps interest rate hike for September, though it may come down to what next week's CPI print shows, says Zachary Hill. He adds that it won't matter long-term, so long as it's not the start of a hike cycle. Zachary warns that a pullback is likely in equities after Labor Day but makes the case that he would be a buyer if the economy doesn't dete...

Nvidia (NVDA) showed the AI trade remains very much alive, says Sylvia Jablonski, along with how important everything that energizes AI really is. She talks about how memory and photonics "fuel the engine" to AI, pointing to several ETFs investors can use to add exposure to portfolios.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Cory Johnson discusses Palo Alto Networks (PANW) ahead of the cybersecurity firm's earnings. He examines the company's partnership with Anthropic and how it highlighted numerous and unseen risks across the software space. When it comes to the earnings report, Cory tells investors to pay attention to how Palo Alto will expand its free cash flow and its platform.  ======== Schwab Network ===...

With a global selloff in the bond market, and the 10-year Treasury yield at 4.8% — the highest level since 2005, “a cash buffer and getting paid close to 4% is a great opportunity,” says Mamadou-Abou Sarr, co-founder of V-Square Quantitative Management. He explains how factor risk, value, yield, momentum, and more impact his investing models. As geopolitical and economic risks mount, he discusses...

Shares in Dell Technologies (DELL) look a “little rich,” says Landon Swan of LikeFolio. The stock rallied an eye-watering 240% so far in 2026. While laptop and PC demand declines, Landon says infrastructure revenue tied to servers is expected to be strong. He previews the Dell earnings by examining how it uses Nvidia (NVDA) AI chips, compares the company to one of its main competitors in Super Mic...

Market consolidation is not surprising, says Jay Mehta with Veraz Advisors, after one of the best earnings seasons in 30 years followed by Fed Chair Kevin Warsh comments that inflation hasn’t slowed meaningfully enough. Mehta’s market outlook is a nod to Nvidia (NVDA) revenue growth, which he notes extends beyond hyperscalers. While energy prices and rising rates can impact growth, he expects AI s...

Wall Street analysts are upping bullishness in Microsoft (MSFT), seen in BofA's lates price target hike.  Diane  King Hall explains why the firm sees the Mag 7 giant as one that can capitalize on AI growth, a view shared by Truist on CrowdStrike (CRWD). She also notes an upgrade on Akamai (AKAM) from Piper Sandler.  ======== Schwab Network ======== Empowering every investor and trader, every m...

CrowdStrike's (CRWD) huge quarter shows Ian Tien that the cybersecurity space is here to stay. The big question he poses for forward momentum: how will companies contain threats AI agents pose? Ian outlines how he sees LLMs offering more opportunities for growth in cybersecurity companies. John Watters explains how the rise of AI is forcing firms to "play catch-up" to fend off cybera...