Schwab Network

Diane King Hall tells us about this morning’s moving stocks at the opening bell. She says General Mills (GIS) and Constellation Brands (STZ) both beat on earnings even though headwinds persist in the outlook for both companies. In the software space, Diane talks about Gugenheim's upgrade for Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market d...

Darius Dale, Founder and CEO of 42 Macro, warns of peak inflation, rising Fed uncertainty, and slowing spending from the Mag Seven. He explains why investors may want to look beyond mega-cap tech and how treasury market pressures are influencing policymakers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...

Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. =...

William Blair named Oracle (ORCL) as the newest stock to its conviction list as shares trade near 52-week lows. Rick Ducat shows how the stock struggled in recent months and outlines potential support and resistance areas to watch. He then turns to an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

"A hat full of surprises" is how Tony Welch classifies the first half of 2026, noting market resiliency in the face of geopolitical uncertainty. That said, he sees valuations "relatively high" in the AI space and doesn't see much more room to run for related stocks. Tony urges investors to brace for an AI rotation and points to other sectors he sees benefiting from the move...

Ahmed Riesgo makes the case that the Fed does not need to raise interest rates, believing core inflation has not risen drastically enough to warrant a hike. Even if the FOMC raises rates, he expects small caps to continue a stellar rally seen in recent months. Ahmed turns to equities be measuring demand for AI memory, along with the runway it still holds for companies like Micron (MU) and SanDisk...

Rachel Dashiell with Charles Schwab talks about the parabolic climb in Palo Alto Networks (PANW) and the "slowing demand" forming on the long-term chart. In the short term, she believes there's potential for shares to run a little further. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

A pause in talks between the U.S. and Iran have futures taking a step back ahead of Wednesday's opening bell. Tom White turns to the trading action and explains how persisting headwinds keep markets pressured. He then discusses the AI memory trade and whether companies like Micron (MU) and SanDisk (SNDK) can keep up with record demand. Tom touches on Nike (NKE) stepping down toward a near 12-y...

AMD Inc. (AMD) closed as one of the S&P 500's biggest winners with new records and raised price targets. SanDisk (SNDK) also surged after Bernstein raised its price targets and Oppenheimer downgraded major U.S. banks. Bank of America (BAC), Morgan Stanley (MS), Goldman Sachs (GS) and Citigroup (C). ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Marley Kayden recaps a strong finish to the first half of the year for stocks, highlighting the factors that fueled market gains. Sam Vadas discusses the latest consumer confidence report explaining why the reading could have missed expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Has Bitcoin finally found a bottom? Jenny Horne sits down with Charles Schwab's Jim Ferraioli to discuss Bitcoin's recent mining difficulty adjustment, whether the four-year halving cycle still holds up, and what the latest market signals could mean for investors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

John Conca talks about SpaceX (SPCX) and its role in the greater space economy. He says as big a name as SpaceX is, he believes the results will vary as volatility continues to grip the stock. John also touches on his expectations for Starlink adoption and where the company fits in the communications space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Jordan Shapiro breaks down the latest JOLTS data, pointing to a strong labor market and resilient consumer sentiment. He notes workers who switch jobs are outperforming those who stay, pushing companies to raise wages to retain talent. Shapiro says this dynamic is strengthening the position of skilled workers and supporting confidence across the economy. ======== Schwab Network ======== Empowering...

Matthew Bartolini breaks down record ETF inflows surpassing $1 trillion in 2026, highlighting a resurgence in small caps driven by A.I. spending. He points to strong demand for sector ETFs, especially in technology and industrials, with aerospace and defense benefiting from rising geopolitical tensions and increased spending. ======== Schwab Network ======== Empowering every investor and trader, e...

Axel Merk and Cole Keller break down gold’s recent weakness, with prices pressured by rising bond yields and geopolitical tensions, including the war in Iran. While short-term traders have exited, they say long-term holders remain committed and gold is still up over 20% year-over-year. Both argue gold remains a key portfolio diversifier as concerns about U.S. dollar purchasing power persist. =====...

Alex Blume provides a mid-year check-in on digital currencies. He discusses what’s weighing on the crypto trade, the next steps in crypto investing and says Bitcoin is down more than 30% year to date. Alex also talks about how he believes the clarity act will impact crypto investing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Ben Rose previews Tesla (TSLA) ahead of Q2 deliveries, calling for a rebound driven by strength in Europe and China and growing contributions from its energy business. He highlights long-term upside in robotaxis and Optimus but notes Tesla still trails Waymo in autonomy. Rose also says investors are watching for clarity around CEO succession as Elon Musk remains central to the story. ======== Schw...

Dale Smothers talks about what the current consumers outlook on the economy looks like. He believes consumers are not confident that oil prices will go down and believe inflation will cause the Fed to raise rates. Dale discusses the biggest factors in raising consumer confidence and what they should pay attention to in the market. ======== Schwab Network ======== Empowering every investor and trad...

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...