Schwab Network

LikeFolio's Andy Swan previews Nike (NKE) earnings, pointing to improving consumer demand driven by summer trends and sporting events. While still trailing competitors like Adidas and Under Armour (UAA), Swan says Nike’s renewed brand focus is gaining traction, with China not as weak as feared. He expects a positive earnings reaction as low expectations meet a strengthening global narrative. =...

Aquiles Larrea, Jr. walks us through today’s Big 3. He names Caterpillar (CAT) as a high-quality company with a decent dividend, sees SpaceX (SPCX) as a highly favorable name with quick growth, and JPMorgan Chase's (JPM) recent “bounce” as opportunities. Charles Schwab's Ben Watson walks us through the technicals in the stock chart. ======== Schwab Network ======== Empowering every investo...

Ben Ayers of Nationwide says job growth is broadening beyond healthcare into construction and manufacturing, while moderating wages support a more stable inflation backdrop. He also expects a stronger June jobs report, boosted by hiring in leisure and hospitality. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

Cory Johnson talks about Anthropic ahead of its and OpenAI's upcoming IPOs. On SpaceX (SPCX), Cory argues that “what’s best for millionaire Elon Musk, may not be the best for everyone else,” explaining that big indexes buying into the stock takes away price discovery for peers. That price discovery is something Cory says Anthropic wants. ======== Schwab Network ======== Empowering every invest...

Matthew Tuttle talks about the state of the current market and how to find opportunities in the current environment. He says he would not be surprised to see oil prices climb higher again, even if the Strait of Hormuz stays fully open, pointing to inflation as a key concern. Matthew also discusses his predictions on the future of AI healthcare and analyzes space stock weaknesses since the SpaceX (...

David Swartz says Nike (NKE)’s turnaround will take longer, with continued weakness in China and Europe weighing on results even as North American sales improve. Tom White expects choppy market conditions as the second quarter comes to a close, and demonstrates an example options trade for Nike. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Marley Kayden discusses Oppenheimer’s downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS) and Goldman Sachs (GS). With major banks set to report earnings on July 14, she talks about the key factors driving the firm's outlook. Tim Biggam walks us through an example options trade for Citigroup. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Can both hyperscaler and chipmaker stocks rally together? That's the question Charles Schwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space. "Something's got to give" when it comes to profits, as Nate points out the underperformance in the Mag 7 as a yellow flag warning of tentative headwinds. ======== Schwab Network ==...

Ben Emons says strong jobs data could push the Fed more hawkish, while AI investment may add inflation pressure through rising memory costs. He also highlights the Bank of Japan’s struggle to support the yen and the risks this poses for the carry trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

David Dietze says strong first-half gains in 2026 likely face pressure from Fed policy and geopolitical risks. He highlights a shift in AI investment toward semiconductors and sees value in software names like Microsoft (MSFT) and Intuit (INTU), along with defensive sectors like healthcare and consumer staples. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Diane King Hall talks about this morning's top movers by highlighting Oppenheimer’s downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS) and Goldman Sachs (GS). Wells Fargo raised its price targets on major airlines like American Airlines (AAL) and Southwest (LUV) in hopes that reduced oil prices will provide overall stability. Diane also touches on AeroVironment’s (AVAV) su...

Michael Landsberg sees continued upside as strong earnings drive markets higher. He advises buying pullbacks in names like Micron (MU) and sees other tech-tied opportunities like Fabrinet (FN) and Vistra (VST). He also likes Japan as a bastion for global opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Kevin Hincks says the U.S. economy is doing “fairly well” as tensions appear to cool between the U.S. and Iran, expecting crude oil prices to slide further. One troubling international mover: the Japanese yen falling to 40-year lows. It comes as the U.S. dollar moves just under 52-week highs while metals like gold and silver remain in a bear market. ======== Schwab Network ======== Empowering ever...

Nike (NKE) shares are experiencing what Rick Ducat calls a “dicey” situation. He points out that the stock slipped below a key support level ahead of earnings. He offers an example options trade for Nike heading into the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read...

"As society evolves, so does the infrastructure," says Luke Taylor when referencing the ways AI demand is accelerating business needs for data centers and chipmakers. He talks about opportunities he sees in the AI buildout, from the companies creating data centers to energy producers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for S...

An early morning move to the upside in Constellation Brands (STZ) fizzled out the longer the morning went on. Ben Watson of Charles Schwab points out key levels for bulls to keep in mind ahead of earnings. He uses short and long-term charts to highlight where bulls and bears are expected to clash for the stock's momentum. ======== Schwab Network ======== Empowering every investor and trader, e...

There's a lot to digest for investors on a shortened holiday week. Tom White talks about how current yield levels and the end of earnings season offer a chance for markets to cool down. On the AI trade, Tom explains why Wells Fargo is increasing its price target on AMD Inc. (AMD) and an office raid on Super Micro (SMCI). Big banks saw bearish sentiment with Oppenheimer's downgrades on Bank...

Space stocks rallied on a potential SpaceX (SPCX) and Charter Communications (CHTR) partnership, while Rocket Lab (RKLB) announced an $8 billion acquisition. Micron (MU), SK Hynix and Samsung also came under pressure amid a class action lawsuit, as Alphabet (GOOGL) joined the Dow Jones Industrial Average. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Marley Kayden breaks down Rocket Lab’s (RKLB) $8 billion acquisition of Iridium Communications (IRDM), while Sam Vadas highlights major investment moves from SK Hynix and Samsung. ======== 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/ap...

Brian Seay challenges the market’s inflation and rate outlook, predicting inflation could fall below 2.5% by year-end. He expects the 10-year treasury yield to settle near 4.25% and argues the Fed’s hawkish stance is more about managing expectations than signaling future policy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Vivek Pandya, Director at Adobe Digital Insights, weighs in on how AI is impacting online ecommerce. He examines why travel has seen some of the biggest gains in AI-driven traffic, how large language models are changing browsing and explains the importance of AI readability. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Troy Demmer, President and Cofounder of Gecko Robotics, explains how “first-order data," unstructured, on-the-ground information, is emerging as a key driver for AI. He highlights how robotics and AI can capture and codify this data across industries like energy, manufacturing and defense, helping scale operations and support the next generation of workers. ======== Schwab Network ======== Em...

David Fetherstonhaugh discusses the next phase of the AI trade and what is driving volatility in in the tech sector. He talks about inside recent rotation within the AI trade, pointing to memory as a proof point to look for. David also explains how this rotation can create opportunities for investors and how macro pressures are impacting micro themes. ======== Schwab Network ======== Empowering ev...

Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across...