Schwab Network

Ted Thatcher says the S&P 500 (SPX) rally is backed by strong earnings, not just AI-driven optimism, with Alphabet (GOOGL) standing out on fundamentals. He warns that elevated yields, rising energy prices, and consumer pressure could test markets, while also assessing the long-term outlook for Nvidia (NVDA), Advanced Micro Devices (AMD), and Micron (MU). ======== Schwab Network ======== Empowe...

Ed Yardeni sees the S&P 500 (SPX) reaching 8,250 by year-end on strong earnings momentum. He warns the Fed could shift toward rate hikes as early as July, while still viewing higher Treasury yields as healthy and favoring energy amid potential summer volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Futurum president Dan O'Brien talks about why he's expecting strong results from HPE (HPE) after the stock hit a 52-week high. He discusses the high expectations heading into earnings, key margin trends, and whether AI demand and industry scarcity can translate into greater possibility. Tom White walks us through an example options trade. ======== Schwab Network ======== Empowering every i...

Hostilities in the Middle East escalate, causing crude oil prices to spike at the start of Monday's trading session. Kevin Green explains how headlines from Iranian officials generate new headwinds for the energy trade should they materialize. In equities, KG touches on Berkshire Hathaway's (BRK/B) $6.8 billion acquisition of Taylor Morrison Home (TMHC) and Barry Diller's People Inc. p...

Marley Kayden breaks down Nvidia's (NVDA) new RTX Spark Superchip and CEO Jensen Huang's vision for the N1X processor. Huang says this shift for computers could be as significant as the smartphone revolution, with AI labs and major manufacturers partnering to transform the future of computers. Prosper Trading Academy's Charles Moon walks us through an example options trade. ======== Sc...

Charles Schwab's Cooper Howard turns to the fixed income landscape as equities experience a euphoric rally led by tech. He explains how the rise in crude oil prices serves as a key indicator for longer-term yield movement and the "floor" sustained tensions between the U.S. and Iran builds for fixed income. ======== Schwab Network ======== Empowering every investor and trader, every m...

The rally in stocks is getting narrower, says Kevin Hincks, pointing out the S&P 500's (SPX) recent move higher despite 9 of 11 sectors being lower at times. It comes as the index sees overbought technical metrics. As markets run higher on strong earnings, Kevin has his eyes on reports this week like Broadcom (AVGO) and Lululemon (LULU) that will add more color to the picture in multiple i...

Jeffrey Katz of TCW Group warns that market euphoria may be masking a looming strain on the consumer, even as a strong labor market supports sentiment. He explains why TCW is underweight corporate credit and favoring securitized assets amid tight spreads and shifting rate expectations, while also weighing how potential Fed leadership changes could support a lower-rate backdrop. ======== Schwab Net...

Diane King Hall breaks down Monday's top morning movers, including Berkshire Hathaway's (BRK/B) $6.8 billion Taylor Morrison Home (TMHC) acquisition. She turns to tech with Guggenheim's upgrade of Zscaler (ZS), and Morgan Stanley more than doubling its price target on Dell Technologies (DELL) following new PC announcements. ======== Schwab Network ======== Empowering every investor and...

Craig Manchuck of Osterweis Strategic Income Strategy warns that AI-driven market strength is masking growing cracks in private credit, where rapid asset growth and retail inflows have pressured returns. He explains why the Osterweis Strategic Income Fund is staying defensive, focusing on short-term yields and capital preservation as competition and tight spreads intensify. ======== Schwab Network...

Arm (ARM) shares have soared more than 220% so far this year as AI momentum carries it and similar stocks with it. Rick Ducat highlights the vertical rally in Arm and expresses caution for a potential reversal. He turns to an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for a...

David Bragg doesn't see a freezing in real estate supply, though apartments may be overtaking demand due to family dynamics taking shape in the U.S. He offers a full picture perspective on the housing market by highlighting the headwinds and tailwinds ahead of the REITweek investor conference. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Suzane Porske outlines the biggest market headwinds she sees for investors. She talks about the state of the housing market and ways AI is making parts of Wall Street overvalued. Suzane believes we're in the "sixth inning stretch" of the AI buildout and offers advice on where investors can find value in the trade. ======== Schwab Network ======== Empowering every investor and trader,...

"Big Blue had a big boom," says Charles Schwab's Ben Watson as he outlines the pop in shares of IBM Corp. (IBM). He analyzes the support and resistance areas to watch in the stock as shares push deeper into overbought territory. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.co...

It's still all about tech, says Kevin Green when turning to the stock market's action. He talks about Nvidia's (NVDA) planned AI infrastructure expansion and RTX Spark causing shares to rally ahead of Monday's opening bell. However, KG points to hedging activity ramping up as technical indicators highlight an overbought market. He also talks about comments Fed governor Jerome Powel...

Micron (MU) investors already experienced an incredibly strong year, with shares up more than 200% so far in 2026. George Tsilis makes the case that tailwinds offer more upside potential, so long as it can repel demand headwinds. He offers a full picture perspective in Micron, the AI memory trade, and technical analysis for the stock following its substantial rally. ======== Schwab Network =======...

Dell Technologies (DELL), Snowflake (SNOW) and Micron (MU) led the market higher after blockbuster earnings, massive wins, and continued AI driven momentum. Dell soared on strong guidance, Snowflake rallied on accelerating growth, and Micron surpassed the $1 trillion market cap. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Marley Kayden talks about how oil prices have pulled back from their conflict-driven highs while Sam Vadas discusses Micron (MU) reaching another price target as momentum in memory stocks continues to build. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app -...

As geopolitical tensions persist, Aarathi Krishnan dissects the disconnect between Washington’s optimism and Tehran’s firm stance on nuclear enrichment. While equities seem to price in a diplomatic resolution, ongoing risks in the Strait of Hormuz could keep war insurance premiums elevated for months. Krishnan warns that a complete collapse of negotiations could send oil prices surging by up to 50...

AstraZeneca (AZN) is aiming to redefine cancer care by shifting the focus from late-stage interventions to early-line precision medicine. Dave Fredrickson, EVP of Oncology Business at AstraZeneca, discusses the company's aggressive strategy to replace traditional chemotherapy with targeted treatments that minimize side effects. Looking ahead, the conversation highlights recent regulatory miles...

Steven Dickens says the tech market is still in the very early stages of a long growth cycle, believing companies like Dell Technologies (DELL) are just beginning to realize their full potential. He also points to continued strength in memory cycles and strong performance from Lenovo and Cisco (CSCO), noting the sector has a long road ahead of it. ======== Schwab Network ======== Empowering every...

While geopolitical tensions dominate the headlines, Lance McGray suggests investors focus on foundational macro shifts like sticky inflation and interest rate normalization. He explains that a 10-year treasury yield near 5% represents a return to historical normalcy rather than a cause for panic. To navigate this environment, McGray highlights short-duration strategies on the front end of the yiel...

Costco (COST) continues to show steady growth, though Brett Husslein notes that price investments in food staples are causing a slight dip in gross margins. Meanwhile, Matthew Todd highlights how high-income shoppers remain resilient, driving a shift in consumer behavior that benefits value retailers like Dollar Tree (DLTR). ======== Schwab Network ======== Empowering every investor and trader, ev...

The S&P 500 (SPX) continues to defy seasonal trends by hitting fresh record highs, driven by a persistent buy-the-dip mentality. Charles Schwab's Kevin Horner analyzes the technical support levels keeping the benchmark afloat. In stocks, he examines constructive consolidation in Akamai Technologies (AKAM) a classic bull flag pattern forming in D-Wave Quantum (QBTS). ======== Schwab Network...

Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. He also discusses how Meta Platforms (META) cost-cutting plans, AI monetization, and Gen Z engagement will fuel future growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork....