Schwab Network

AI "is a productivity tool" and "doesn't replace judgement," says Tom Plumb in addressing concerns that artificial intelligence will cut jobs. He says there needs to be a human factor behind the wheel for sustainable productivity improvements. He adds that there needs to be a greater focus on the energy sector to capitalize on evolving AI. His top stock picks include Modine...

Will Ulrich, co-CEO and co-founder of Presidio Petroleum, explains how the company is offering use cases for AI right now in oil production. He talks about why Presidio's process serves as a modern cornerstone to "digitizing" oil production. Will later offers insight into how Presidio is involved in U.S. oil productions and walks investors through current production trends. In the cu...

Austin Lyons says Nvidia (NVDA) and other GPU makers are "changing the dynamics" when it comes to how their chips improve LLM inference. Arm Holdings (ARM) is capitalizing on CPUs, something Austin considers a bottleneck for GPUs. He explains how Arm aims to fill in the efficiency gap. Turning to the AI memory space, Austin says Alphabet's (GOOGL) TurboQuant isn't a replacement f...

Palantir (PLTR) has experienced substantial growth year-over-year and shown resilience in the latest macroeconomic volatility ties to the U.S.-Iran War. LikeFolio's Andy Swan calls the company a "winner" on all fronts. He turns to his firm's consumer web trends showing Palantir leading the race compared to AI peers. When it comes to valuation, Andy believes investors will just ha...

Assia Georgieva and Mike Singleton break down Carnival (CCL) earnings. The stock is down despite record revenue in Friday’s session. Assia was happy with the report, highlighting strength in onboard spending, but notes fuel prices continue to increase and a lot of dry docking raising costs. Carnival is “unique” because it doesn’t hedge its fuel exposure, Assia notes. Mike explains how the price of...

Robert Price, CEO of Greenland Energy (GLND), joins Trading 360 after the company began public trading this week. He says the U.S. and European allies need to "look beyond the Strait of Hormuz" for crude oil as his company begins to drill oil wells in Greenland. Robert talks about Greenland Energy's milestone expectations as projects scale. ======== Schwab Network ======== Empowering...

Tim Bohen offers his Big 3 picks he sees as formidable in the current volatile trading environment. He points to further rallies in Smith & Wesson Brands (SWBI) as the U.S.-Iran War continues, Apple (AAPL) as a stronghold in AI and tech, and Dell Technologies (DELL) as a "go to" for data center expansion. Alex Coffey backs Tim's insights with a look at key support and resistance...

Kevin Rich explains how to look for economic damage from the Iran conflict and thinks we’re “within a few weeks” of seeing whether market stability holds. He thinks the Fed will react “very quickly” but says they’re busy with leadership changes and how long Powell will stay on. He thinks energy will be the only sector up this month and looks at sector performance year-to-date, as well as rotation...

Sarah Henry expects rising costs from the Iran conflict to further pressure consumers, but thinks big box retailers have built “really defensive business models” and continue to slowly gain share. “The big are getting bigger,” she says, discussing how names like Costco (COST) and Walmart (WMT) are strategizing in the K-shaped economy. Sarah also thinks Amazon (AMZN) is “getting things right.” Tom...

Netflix (NFLX) is raising prices for all tiers of its streaming service, a headline that led several analysts to raise price targets on the stock. Marley Kayden takes a closer look at the analyst moves and why some see a guidance boost for the streaming giant. Dan Deming sees more weakness ahead for Netflix shares before an eventual rebound, offering a neutral to bearish example options trade. ===...

Consumer sentiment took a sharper than expected plunge as the U.S.-Iran War continues on. George Tsilis turns to this soft data and compares it with market trends while offering a "glass half full" perspective on Wall Street's "rolling correction." He also gauges the difficulty both bearish and bullish traders face with high volatility making swings in either direction very...

"Bounce levels" in the S&P 500 (SPX) will depend on where markets close Friday, says @CharlesSchwab's Joe Mazzola. Market breadth isn't helping push back U.S.-Iran volatility, as Joe points to less than 50% of SPX stocks trading above their 200-day SMA. He's waiting for a market "flush" before fear can truly begin to trickle out of markets. "It's hard f...

Jimmy Lee thinks it’s “risk off” all around between the Iran conflict, AI spending concerns, and private credit worries. However, he still thinks it can be a good year for markets. He’s more concerned about jobs than inflation and wants the Fed to cut rates. After the market hits a bottom, he likes cyclicals and several other sectors, anticipating a bullish recovery. ======== Schwab Network ======...

Simeon Hyman covers ETF opportunities he sees, including the Global Infrastructure ETF (TOLZ), Coindesk 20 Crypto ETF (KRYP), and the Genius Money Market ETF (IQMM). He discusses how the latter two give investors access to alternate sectors. He notes money was sitting on the sidelines even before the war and discusses the flow dynamics he expects. ======== Schwab Network ======== Empowering every...

Markets continue to slide but Wells Fargo sees significant upside in Alphabet (GOOGL). Diane King Hall explains why the firm labels the Mag 7 company as the true AI winner in its price target hike. Most of the Department of Homeland Security obtained funding as a partial government shutdown winds down. It didn't lift airline stocks, though Diane King Hall points to another travel winner from e...

Thierry Wizman is worried about the Iran conflict intensifying over the next few weeks to force Iran to the negotiating table. He expects that markets “will not take this well” and anticipates continued volatility and downward pressure. He highlights construction, especially undersea work, as an opportunity but only after the war ends. ======== Schwab Network ======== Empowering every investor and...

Nvidia (NVDA) is down 8% in 2026, but as Tom White points out, the stock is likely "settling into valuations" after a stunning three-year run. He then gives investors a closer look into the one-year chart and highlights key support and resistance levels. Tom later offers an example options trade for Nvidia. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Kalshi, Polymarket, and other emerging prediction markets sent shockwaves through more traditional platforms like DraftKings (DKNG) and Flutter (FLUT). CFRA's Zachary Warring believes "the future is bright" for traditional companies. He highlights ties they have to media outlets and sports partnerships offering a stronger, established foundation. ======== Schwab Network ======== Empo...

Meta Platforms (META) sold off Thursday after a court found it and Alphabet (GOOGL) liable in a social media addiction lawsuit. "Something's got to give," says Charles Schwab's Brett Crowther, pointing to "bright spots" in price action where bulls can retake control of movement. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

History is repeating itself with markets plunging around the same time in 2025 following President Trump's tariff announcement. Sam Burns compares and contrasts the price action and how long-term implications in the U.S.-Iran War differ. He says downside impacts will be longer lasting due to damages to energy infrastructure. Sam later touches on a near-30 VIX and why markets moves aren't a...

Jenny Horne looks ahead to the final day of what is (so far) yet another down week for Wall Street. She explains what moves investors should brace for Friday as risk-off sentiment continues to choke price action. Jenny turns to the earnings front by explaining the guidance metrics sending shares of Unity (U) soaring into the opening bell. Brown-Forman (BF/B) is also in merger talks with Pernod Ric...

Lasting uncertainty continues to batter Wall Street — and the FOMC as crude oil's rally makes it harder to fight inflation. Marley Kayden and Sam Vadas talk about the latest on energy volatility and how it pushes recession odds higher. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tr...

Alibaba Group Holding Limited (BABA) is rolling out Accio, an agentic AI designed to automate the entire global supply chain for small businesses. Rah Mahtani explains how the system handles sourcing, negotiations, logistics, and customs—while integrating with Shopify (SHOP) and pulling market data from Amazon (AMZN) and Walmart (WMT). The move shifts AI from summarizing information to executing r...

"The largest IPO in world history" will create ripple effects across global markets once SpaceX goes public, says ProcureAM's Andrew Chanin. He points to his firm's UFO ETF showing significant upside as a sign the market space boom is coming. He shares his take on what the public debut will mean for space stocks like Rocket Lab (RKLB), AST SpaceMobile (ASTS), Planet Labs (PL), an...

Michele Schneider warns investors to brace for more crude oil volatility and keep one eye on the $100 mark. She says a break above that metric can signal greater long-term risks. Mish explains the "domino effect" Americans will feel as pricing pressures continue, from the gas pump to the grocery store. The current market doesn't come without opportunities, with Mish pointing to natur...