Schwab Network

Despite rising oil prices and geopolitical tensions in the Strait of Hormuz, Talley Leger remains firmly in "buy the dip" mode. He argues that steady economic growth, moderating inflation, and earnings growth should keep the bull market intact, with cyclical sectors offering opportunities beyond technology. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Ben McMillan discusses the broadening of the market, saying it's actively repricing and inflation will grow higher in the months to come. He talks about the outlook for crypto noting that it had rough year due to the AI trade. Ben also touches on future predictions amid the renewed U.S.- Iran conflict. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Futures moved off lows after the U.S. made retaliation strikes against Iran following an attack on commercial vessels in the Strait of Hormuz. Kevin Hincks urges investors to brace for an "unsteady" trading session as crude oil prices creep higher. It also makes Kevin Warsh's job as Fed Chair more difficult with inflation once again becoming a larger concern. ======== Schwab Network...

Levi Strauss (LEVI) shares recently tapped highs not seen since January 2022, but as Rick Ducat points out, bulls recently struggled to break above a key resistance level. He walks investors through his technical analysis in Levi ahead of earnings and offers an example options trade for the staple clothing brand. ======== Schwab Network ======== Empowering every investor and trader, every market d...

The base case for a bull run and crude oil prices coming down center on the Strait of Hormuz staying open, says Kevin Mahn. Both are at risk with tensions flaring up once again between the U.S. and Iran. Kevin also outlines headwinds on the interest rate front, pointing out a lack of cohesion on FOMC members and their forward expectations. On equities, he explains why he believes his firm's &q...

Verizon (VZ) shares made a massive jump higher a few months ago, only to retrace that move since Alphabet (GOOGL) replaced the legacy telecommunications company in the Dow Jones Industrial Average ($DJI). Ben Watson with Charles Schwab highlights key levels both bears and bulls are watching in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

President Trump says the ceasefire between the U.S. and Iran is over after Iranian forces struck multiple vessels in the Strait of Hormuz. Tom White takes investors through the latest headlines and the pressure they brought to markets ahead of Wednesday's trading session. Also on his watchlist: Apple (AAPL) and Broadcom (AVGO) after the Big Tech giants signed a $30 billion deal. Tom then talks...

Marley Kayden discusses oil as tensions with the U.S. and Iran grow. Sam Vadas examines the latest widening in the U.S. trade deficit and what it could mean for the economy. ======== 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/app/schw...

The tech sector struggled after Samsung’s profit was not enough to impress investors and SpaceX (SPCX) officially joined the Nasdaq 100 (NDX) yet somehow finished the day lower. Meanwhile, Amazon (AMZN) will attempt to raise at least $25 billion through U.S. bond offering. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Shay Boloor explains why the market is becoming more selective within the Mag 7, with investors rewarding winners over laggards as AI matures. He also discusses why the debate around AI CapEx is now increasingly company specific and names the top stock of the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Paul Schatz expects a Q3 market pullback driven by stretched sentiment and historical midterm election year trends. He discusses why a potential Fed rate cut could benefit REITs, utilities, and consumer staples, while setting the stage for new market highs in Q4. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Convexitas CEO Zed Francis discusses the tech-driven market gains of Q2, the Fed's transition, and the growing role of debt markets in financing AI infrastructure. He also warns that elevated valuations could lead to sharp market reactions if earnings fail to exceed expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Brian Dobson and Greg Pendy from Clear Street examine SpaceX’s (SPCX) edition to the Nasdaq-100 (NDX) Tuesday. The firm initiated SpaceX coverage with buy rating and a $217 price target. They explain why they believe the Elon Musk-led company is poised to become a leader in AI data centers and SpaceX's outlook. ======== Schwab Network ======== Empowering every investor and trader, every market...

John Petrides and Christine Short preview bank earnings season, highlighting trading, investment banking, and wealth management as potential tailwinds. They also discuss pressure from credit provisions and net interest margins, with JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) in focus. ======== Schwab Network ======== Empowering every inves...

Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed’s impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Steven Dickens examines IBM Corp.'s (IBM) recent performance, believing the company has a solid tech platform. He touches on how it is addressing data center constraints and hybrid cloud gap as AI evolves. Steven sees a recent announcement that IBM will expand its enterprise infrastructure as a bullish indicator. ======== Schwab Network ======== Empowering every investor and trader, every mark...

"The markets are cheaper now than they were at the beginning of 2026," argues Ted Thatcher, making the case that the S&P 500 (SPX) will reach 8,000 by the end of the year. He points to the AI trade as a leading catalyst, sharing optimism that earnings have room to expand. However, Ted sees headwinds lasting in the form of the Fed. On Micron (MU), he believes the company is poised for...

Megan Brantley from LikeFolio discusses Microsoft (MSFT) as the stock stays trapped in a bear market. Her firm's data shows consumer trends remain consistent for the Mag 7 company even as shares struggle to break free from a downtrend. Megan believes how the company uses AI will determine if demand trends reverse. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Prices for the yellow metal have fallen more than 25% from its all-time high. Derek Macpherson says investors initially overbought gold, setting the foundation for a substantial sell-off. Axel Merk adds that it is competing with the purchasing power of the current currency. They also talk about what to watch in the metals space and expectations ahead for gold. ======== Schwab Network ======== Empo...

Kaitlyn Albertoli, CEO of Buzz Solutions, says we are seeing accelerating demand for electric infrastructure as the AI boom continues. However, adoption still faces challenges, especially in renewable energies like solar. Kaitlyn believes time and storage issues will become the biggest hurdles facing the AI buildout. ======== Schwab Network ======== Empowering every investor and trader, every mark...

For today’s Big 3, TheoTrade's Don Kaufman explains why Home Depot (HD) is going through a “necessary rotation,” sees a possibility for eBay (EBAY) shares to spike, and tilts bearish on Micron (MU) after its stellar surge. Don offers example options trades for his picks while Rick Ducat walks us through key levels to watch in the stock charts. ======== Schwab Network ======== Empowering every...

Dale Smothers talks about the state of current stock valuations as the upcoming earnings season looms. While indexes move higher, he argues the value of forward earnings is getting cheaper. Dale also draws investor attention to the national debt and explains why it's another metric worth watching. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Strategy (MSTR) is selling more Bitcoin, though Charles Schwab's Jim Ferraioli says the company's plans buy it "enough time" to balance cash reserves for its Stretch (STRC) preferred stock. When it comes to Bitcoin, he talks about what he calls "classic" moves the cryptocurrency is currently experiencing and weighs fundamentals against current narratives. ======== Schwa...

Longbow Asset Management CEO Jake Dollarhide says markets are undergoing a leadership shift, with healthcare and industrials gaining momentum as the Mag 7 lose steam. He also discusses Samsung's earnings-driven “sell the news” reaction, what it could mean for SK Hynix's IPO, and why stocks can continue moving higher even without big tech leading the rally. ======== Schwab Network ========...

Eric Beiley sees market leadership shifting in the second half of 2026, with financials poised to outperform as semiconductors remain under pressure. He highlights opportunities in select Mag 7 stocks, the strength of value and small-cap stocks, and the resilience of the U.S. economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...