Schwab Network

Crypto's massive legislative bill is stuck in Congress and Andy Baehr says there's a small chance it passes before lawmaker's go on recess. He talks about the role of financing for crypto companies and its correlation to higher interest rates set by the Federal Reserve. Andy notes Fed Chair Warsh's commentary left some investors uncertain about the rate cycle, but believes there is...

IBM is betting that hybrid cloud, Red Hat, and generative A.I. can drive its next phase of growth, but investors are still waiting for stronger results. In this Tech Corner, George Tsilis breaks down IBM’s latest earnings, its growing A.I. book of business, and why enterprise spending is shifting toward infrastructure and away from some consulting projects. George also examines IBM’s software grow...

Microsoft (MSFT) and Amazon (AMZN) surged after strong earnings driven by AI and cloud growth, while Meta (META) and Apple (AAPL) fell despite mixed quarterly results and weaker guidance. Marley Kayden gives a breakdown of the biggest takeaways from this week's major big tech earnings reports. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Marley Kayden discusses General Motors' (GM) accelerating push into AI and what it could mean for the future auto industry. She also covers New York's lawsuit against prediction market platform Kalshi and the legal battle surrounding its operations. Marley also talks about the latest on a SpaceX (SPCX) fragment reportedly on a collision course with the moon and why scientists are paying cl...

Steve Bruce discusses the key questions facing investors following the latest earnings season and Fed meeting, including when AI spending will begin translating into meaningful returns. He highlights opportunities in U.S. small caps, commodities, and emerging markets, arguing that attractive valuations, inflation protection, and exposure to the global AI supply chain could help drive long-term per...

Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft’s (MSFT) earnings helped calm concerns that emerged after Alphabet’s (GOOGL) report, and how Microsoft has become a benchmark for both cloud computin...

Stewart Glickman breaks down the latest earnings from Exxon Mobil (XOM) and Chevron (CVX), highlighting how both companies remain focused on dividends and buybacks despite differing quarterly results. He explains why Chevron's execution earned a stronger market response and discusses how lean balance sheets could help both energy giants maintain shareholder returns even if oil prices weaken. =...

Howe Ng, Chief Strategy Officer at Forge Global, discusses the growing appeal of private markets, comparing their advantages with traditional public market investing and explaining why private valuations continue to climb. He argues that public equities could face heightened volatility in the months ahead, while exploring the evolving IPO landscape and what it means for investors. Ng also examines...

Carlos Diez, CEO of MarketGrader, discusses the BFOR ETF and its strategy of tracking the equally weighted Barron’s 400 Index. He explains how the fund offers broader market participation beyond a handful of mega-cap technology stocks, highlights its strength in industrials, and outlines its appeal for investors seeking diversified exposure to U.S. equities and the AI-driven growth trend. ========...

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) a...

Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. He says Amazon continues to deliver strong operating margins in AWS, showing those investments are beginning to pay off. Sundaram maintains a Strong Buy rating and a $335 price target on Amazon, arguing the stock remains...

Ellen Wald talks about Exxon Mobil's (XOM) strong refinery turnaround and Chevron's (CVX) earnings beat, explaining what drove the oil giants' latest results. She also discusses why energy companies are staying disciplined with spending and what investors should watch in the oil market going forward. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Megan Brantley from LikeFolio discusses Carvana (CVNA), saying consumer demand remains strong as buyers continue choosing the online used-car retailer at an increasing rate. She believes the stock was overly punished following its earnings reaction and maintains that the underlying business remains strong. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Melissa Otto and Morningstar's William Kerwin break down Apple's (AAPL) latest challenges as supply chain constraints weigh on the company's outlook. Otto says those pressures could persist as hyperscalers continue investing heavily in AI infrastructure, with elevated capital spending expected through 2027 and into 2028. Kerwin argues that any Apple price increases should be viewed in...

Proto Labs (PRLB) CEO Suresh Krishna discusses the company's fifth consecutive quarter of record revenue, driven by operational discipline, factory growth, and strong demand for domestic manufacturing. He also explains how Proto Labs is using AI and proprietary data to accelerate product development and innovation for customers. ======== Schwab Network ======== Empowering every investor and tr...

Tim Bohen takes us through today's Big 3. He highlights SanDisk (SNDK) as a steady technical setup with significant upside potential, Bloom Energy (BE) as a compelling clean AI infrastructure play, and CoreWeave (CRWV) as the highest risk name of the group, calling it the messiest chart of his picks. Alex Coffey then takes a closer look at the technicals, walking through the charts behind each...

Mark McCarron, CIO of Wescott Financial Advisory Group, discusses a market that is increasingly rewarding strong earnings and broadening beyond the Mag 7. He highlights momentum in financials, energy, and small caps while arguing current weakness looks more like a healthy correction than the start of a recession. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Rob Thummel breaks down Exxon Mobil (XOM) and Chevron (CVX) earnings, highlighting strong cash flow generation, shareholder returns, and a supportive refining backdrop. Tom White also outlines a bearish options strategy on Exxon, citing the stock's close relationship to crude oil prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...

Marley Kayden discusses Amazon's (AMZN) latest earnings, highlighting 37% year-over-year AWS sales growth, increased CapEx, and the company's first ever quarter with more than $200 billion in revenue, noting Wall Street was broadly impressed with the results. She explains the key drivers behind the rally and what stood out most in the report. Dan Deming also walks through an example Amazon...

Charles Schwab's Jim Ferraioli breaks down the latest crypto trends, key market flows to watch, and what recent Bitcoin price action is signaling. He explains why he views Bitcoin as a long-duration asset, argues that macro factors have limited influence on its year-to-date performance, and discusses its growing role as a correlation asset despite trading well below last year's levels. Fer...

Kingsview Wealth Management CIO, Scott Martin, discusses rising market volatility, the outlook for Fed policy, and what technical indicators are signaling about investor sentiment. He argues recent swings in stocks like Apple (AAPL), Micron (MU), Marvell (MRVL), and AMD (AMD) create opportunities for long-term investors rather than reasons for concern. ======== Schwab Network ======== Empowering e...

Ava Labs President John Wu explains how institutional investors are reshaping crypto markets, driving adoption of blockchain technology and stablecoin payments. He also discusses the growing convergence of traditional finance and decentralized finance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Wrapping up a busy week of earnings, Diane King Hall breaks down the strong profit growth from Exxon Mobil (XOM) and Chevron (CVX) as higher oil prices and global supply disruptions boosted results. Elsewhere, Reddit (RDDT) is falling despite a strong earnings beat as concerns over search referral traffic weigh on the stock, while Rivian (RIVN) tops earnings expectations and raises its full-year g...

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I. Walter also says Apple (AAPL) is taking a different approach, fo...

Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines. On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on stro...