Schwab Network

John Lonski warns that the Federal Reserve is increasingly divided as dissent within the FOMC reaches its highest level in decades. He explains why pressure for rate cuts clashes with persistent energy and material costs, leaving small businesses and manufacturers squeezed despite a resilient labor market. Lonski also cautions that rising gasoline prices and elevated long‑term yields could heighte...

Art Hogan explains why the Fed’s rare 8‑to‑4 vote to hold rates steady signals deepening divisions and a warning against near‑term rate cuts. He outlines how Middle East tensions and supply disruptions are keeping inflation risks elevated and 10‑year Treasury yields near cycle highs. Hogan adds that easing labor dynamics and early A.I. adoption may be distorting hiring trends, leaving markets depe...

Paul Powers, the CEO of Physna, says this earnings season is not about AI hype, but insetad AI payoffs. He noted the long term picture is substantially long term AI spending and when it comes this new era, having hardware is not enough because AI is going into everything. "The companies safest from AI are the companies enabling it," he said. ======== Schwab Network ======== Empowering ev...

Landon Swan, co-founder of LikeFolio, breaks down Alphabet's (GOOGL) strong performance as the stock hits new highs. A major drive was explosoive growth in its cloud business with computing revenue up 48%. However, Landon has more to say on Alphabet's key advantage. "Everyone goes to Google to search for what they want, but will Google be able to continue to deliver to expectations?&q...

Dana Peterson and Brandon Pizzurro analyze the Fed’s upcoming meeting as Jerome Powell likely presides over his final decision, with policy expected to remain steady. They discuss how rising energy costs, emerging labor market cracks, and shifting consumer behavior complicate the outlook amid a potential leadership transition to Kevin Warsh. The pair weigh whether the next Fed regime leans more ha...

Don Kaufman, co-founder of TheoTrade, walks us through today's Big 3 trades. He points to UnitedHealth (UNH) as "appetizing for a trade," noting explosive moves to the upside he sees running out of gas. Don also points to a potential breakout opportunity in the iShares MSCI Emerging Markets ETF (EEM) and notes heavy trading activity in GE Aerospace (GE). Don offers example options tr...

Jay Mehta says resilient consumer confidence is helping push U.S. markets toward record highs despite sticky inflation and oil prices above $100. He questions whether massive AI capital spending from companies like Amazon (AMZN) and Microsoft (MSFT) will translate into margin expansion or simply sustained revenue growth as Magnificent Seven earnings roll in. Beyond tech, Mehta highlights energy as...

William Lee discusses a potential shift in Federal Reserve philosophy as Kevin Warsh’s nomination advances, signaling a move away from forward guidance and the dot plot toward market‑based inflation signals and a smaller balance sheet. He explains how this change could refocus the Fed on core monetary policy while increasing market volatility. Lee also explores whether AI-driven productivity gains...

Microsoft (MSFT) needs to show its AI CapEx spending is paying off, says John Belton. His focus will be on Microsoft Azure cloud growth and ways Copilot plays a role in it. "If they can show a good story" regarding the AI trade, "this is a stock that definitely has a lot of upside," says John. Tom White offers an example options trade for the Mag 7 giant. ======== Schwab Networ...

Marley Kayden narrows in on Amazon's (AMZN) earnings ahead of Wednesday night's earnings. She tells investors to watch revenue growth and explains why analysts are broadly positive regarding the Mag 7 giant's ecommerce and AI and AWS growth. Prosper Trading Academy's Scott Bauer walks us through example trades for amazon and comments to look at the volatility of the market when loo...

Michelle Gibley with Charles Schwab talks about three global chipmaking giants driving international growth: TSMC (TSM), SK Hynix, and Samsung. She highlights why U.S. investors will want to watch these names in a week already filled with plenty of earnings from some of the stock market's biggest companies. Michelle continues to have one eye on the Strait of Hormuz and highlights potential sta...

Kevin Green talks about where markets are positioned and the risks of Mag 7 companies doubling down on AI CapEx spending. He notes to keep an eye out for Microsoft (MSFT) as it and other Big Tech names have pulled back aggressively over the last quarter. When asked about today's FOMC interest rate decision, KG doesn't expect current Fed Chair Jerome Powell to provide much info on rate guid...

David Garofalo explains why gold remains a powerful hedge against global debt, currency debasement, and geopolitical risk as Gold Royalty (GROY) marks five years on the NYSE. He outlines the appeal of the royalty model, which offers direct leverage to gold prices and exploration upside while avoiding mine‑site cost inflation. Garofalo also discusses the gold‑to‑silver ratio and why gold’s long his...

Diane King Hall talks about NXP Semiconductors' (NXPI) surge after earnings, pointing to a pivotal recovery in the company's auto market sectors as a key driver. She also notes Visa's (V) move higher after earnings. "Never underestimate the American consumer," Diane says. Shares in SoFi Technologies (SOFI) moved lower when guidance didn't raise any excitement from investo...

Danielle DiMartino Booth believes the fireworks surrounding Wednesday's interest rate decision will fall solely on current Fed Chair Jerome Powell and his legacy. She makes the case Powell will stay on the FOMC and talks about the expectations she sees from the committee with Powell still acting as a governor. With midterm elections looming, Danielle talks about how the Fed's decision adds...

It's a "monster" day for markets, says Kevin Hincks, pointing to four of the Mag 7 reporting earnings after the closing bell. Not only that, but the Fed's interest rate decision has potential to move markets pending on what Jerome Powell says in his expected final press conference. He walks investors through the earnings slate that includes Amazon (AMZN), Alphabet (GOOGL), Micros...

Christopher Hodge previews the Fed's interest rate decision expected Wednesday afternoon and how energy prices play into the committee's inflation projections. Another topic he's keeping in mind: Fed leadership, and whether Jerome Powell will stay on the FOMC as a governor once Kevin Warsh takes the gavel. Christopher adds that Warsh won't single-handedly make sweeping changes to t...

Microsoft (MSFT) is at the "bottom of the pack" of its Mag 7 peers when it comes to performance, says Rick Ducat. He shows how the stock can find new bullish energy as shares struggle to rebound toward last year's record highs. Tom White offers an example options trade for Microsoft.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

Michael Rosen sees markets in "pretty good shape" right now. Even though higher energy prices hit American checkbooks, he points to rising corporate profits and resilient consumers as key anchors keeping Wall Street tied to the growth story. Looking ahead to Mag 7 earnings, he believes the Wall Street juggernauts will continue to build on its balance sheet even if CapEx rises. ======== S...

Meta Platforms (META) shares have been caught in a wide consolidation for the last several months. Rachel Dashiell of Charles Schwab turns to the short and long-term price action where bulls and bears continue to battle for control of shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before...

Pressure's on for the Mag 7. Kevin Green points out that most of the names reporting today historically traded lower a week after earnings, all while stocks currently trade in an all-time high stock market. One company showing little signs of weakness: Seagate (STX), where shares rally strong in the premarket following its blockbuster earnings. On crude oil, KG talks about why the spread betwe...

Adam Lynch with Charles Schwab dives into the key technicals behind Bitcoin's price action to show what is pushing the cryptocurrency's rally to three-month highs. On the Clarity Act, he talks about how crypto's commodity classification under the legislation will move Bitcoin, Ethereum, and more beta-heavy cryptocurrencies like XRP. Adam later turns to the Fed's interest rate meeti...

AI-tied stocks sold off after a report stated OpenAI couldn't meet sales metrics. Spotify (SPOT) shares dropped as subscriber growth slows. Seagate (STX) aimed to retake tech momentum after the closing bell. Marley Kayden talks about the biggest stories of Tuesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

Marley Kayden, Sam Vadas, and Kevin Green break down today's postmarket earnings. T-Mobile (TMUS) and Seagate (STX) both beat on their top and bottom lines but showed much different reactions in after-hours trading. The panel offers more insight into the key metrics driving price activity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Marley Kayden talks about JPMorgan Chase's (JPM) CEO warning of a bond crisis and why he believes investors need to look out. Sam Vadas talks about Meta Platforms (META) as it prepares to unwind its own Manus acquisition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Op...