Schwab Network

Standard Nuclear (STDN) CEO Kurt Terrani calls his company "the gas station" of nuclear power as reactor deployments accelerate. He points to Standard's latest deal with the U.S. Army to install 20 microreactors on military sites as the latest indicator the nuclear power industry is making a comeback. Kurt further explains more on the fuel behind the company's "gas station&q...

Jessica Inskip turns to three stocks she sees becoming more tied to the AI trade. She notes GE Vernova (GEV) seeing the benefits of an expanding data center buildout, BlackRock (BLK) as a compelling stock with several arms for growth in the debt markets, and points to strong EPS upwards revisions in Western Digital (WDC). Charles Schwab's Kevin Horner offers insightful technical analysis into...

Longbow Asset Management CEO Jake Dollarhide dissects the current global bond sell-off, attributing it to sustained high oil prices and the resulting 'higher for longer' interest rates. He explains the inverse relationship between interest rates and bond prices, highlighting the struggles for diversified 60/40 portfolios. Dollarhide notes the significant corporate bond issuance from tech g...

Ryan Shrout of Signal65 expects Dell Technologies (DELL) to remain in a strong position in the AI buildout. He says the company owning its AI server business outright gives Dell an advantage, so long as backlog order delivery confirms prior guidance forecasts. Tom White offers an example options trade for Dell. ======== Schwab Network ======== Empowering every investor and trader, every market day...

The FTC and 22 U.S. states have filed a lawsuit against Amazon (AMZN) over allegedly manipulating advertising auctions and scalping more than $20 billion from over a million advertisers. Marley Kayden explains what makes the suit so significant for the Mag 7 firm just after Meta Platforms (META) settled its child safety trial. Tim Biggam offers an example options trade for Amazon. ======== Schwab...

Crude oil is once again raised concerns on Wall Street after prices hit $88 ahead of Tuesday's trading session. The 10-year Treasury yield also reached new highs not seen since January 2025. Tom White explains how these pressures factor into equities as geopolitical volatility mounts between the U.S. and Iran. AI chip stocks saw some of the biggest selling action ahead of Dell Technologies (DE...

Chris Versace shares a cautious view on September trading that many peers on Wall Street have due to mounting geopolitical risk. Comments on inflation last week from Fed Chair Kevin Warsh will also have Chris keeping a close eye on how upcoming inflation data will shape the FOMC's interest rate outlook. However, he sees buying opportunities ahead, outlining key levels to mind in the S&P 50...

Macro 'is getting a bit of a gut check today,' says Charles Schwab's Joe Mazzola, pointing to a steady climb in crude oil prices and Treasury yields as key drivers. He warns investors of a low VIX as something to mind amid all the geopolitical uncertainty and suggests hedging strategies as a way to protect portfolios. Joe tells investors to mind the S&P 500 (SPX) as well, believing...

Jeff Weniger, Chief Investment Strategist at Corgi Invest, explains why rising bond yields are not necessarily a sign of "impending doom." He points to the resilience of the U.S. economy, with surprising employment figures and expanding services and manufacturing sectors. Jeff also delves into the dynamics of oil prices, highlighting the rapid depletion of the Strategic Petroleum Reserve...

Higher crude oil, yields, and a stronger U.S. dollar are doing no favors for the stock market, says Kevin Hincks. Escalation in the Middle East is the key driver he points to. Kevin urges investors to watch any stocks involved in transportation and travel, along with a deal between the U.S. and Venezuela that will reportedly open the door to 65 billion additional barrels. ======== Schwab Network =...

Shares of Dell Technologies (DELL) have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. Tom White turns to the three-year chart to show how strong the stock's rally has been while outlining key support and resistance levels to watch. He turns to an example options trade for Dell. ======== Schwab Network ========Empowering every invest...

Jay Hatfield calls the current Fed "super hawkish" but sees the FOMC holding interest rates due to what he considers an unrealistic 2% inflation goal. He expects to see September volatility that will lead to a "fall stall" in equities but sees the S&P 500 (SPX) tapping 8,250 by year's end. ======== Schwab Network ========Empowering every investor and trader, every marke...

September is a time for investors to be more cautious, says Jeff McClean, pointing out "a lot of headwinds coming" for the stock market. The month is starting on shaky ground as crude oil and Treasury yields climb. Jeff notes a mixed picture for the Fed as well with Kevin Warsh establishing independence despite a lack of interest rate guidance. As far as stocks Jeff is watching, he tells...

Citi raised its price target on Atlassian to $225 from $170 and maintains a buy rating on shares, though the stock ticked lowered ahead of Tuesday's trading session. Kevin Horner with Charles Schwab notes Atlassian's "speedily" rising 20-day SMA but declining RSI that paints a mixed picture for short-term momentum. ======== Schwab Network ========Empowering every investor and tra...

PG&E (PCG) and Edison International (EIX) saw some of their worst trading days on record following amendments to one California bill. Tesla (TSLA) shares rallied on anticipation of the company's Cybercab event. GameStop (GME) was a mixed bag in its preliminary earnings report. Marley Kayden takes investors through the top stories of Monday's trading day. ======== Schwab Network =======...

The housing market sees lasting headwinds as mortgage rates hit one-year highs. Marley Kayden discusses the broader implications it has for the sector, along with what Tim Cook stepping down as the CEO of Apple (AAPL) means for the iPhone developer. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Sydney Armani, CEO of AI Fintech World Group, discusses Nvidia (NVDA) continuing its climb after a stellar earnings report, with 2028 revenue projections soaring and its dominance in data center code and software cementing its leadership. Beyond Nvidia, emerging opportunities are drawing attention, including the space economy's focus on orbital data centers and satellite communication, where d...

Clinton Sparks, founder and CEO of Global Gaming League, discusses how his experience in the center of entertainment revolutions has led him to focus on staying ahead of trends. In music, Clinton as gone from selling mixtapes out of his car trunk to earning a Grammy nomination for Lady Gaga's "Born This Way." He highlights how his entrepreneurial mindset in the entertainment space ha...

Michael Monaghan will watch for the ongoing health of the AI trade in company earnings like Dell Technologies (DELL), Oracle (ORCL), and ZScaler (ZS). Starting with Dell, he discusses why the company's AI server revenue surge is sustainable long-term. Michael adds that Oracle will show substantial ROI so long as the AI data center buildout continues as planned. Cybersecurity's growing need...

Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer. Ted the...

The S&P 500 (SPX) has support around 7,676–7,620, says Rachel Dashiell of Charles Schwab, though she notes that an extreme correlation between the U.S. Dollar and equities suggests a potential turning point. Meanwhile, Rachel says Figma (FIG) formed a constructive five-month double bottom with strong upside potential, while Zscaler's (ZS) double bottom suggests a bullish resurgence in the...

Carter Braxton Worth, CEO of Worth Charting, explains the strategy behind the Worth Charting Options Income ETF (WRTH), which never owns stocks and instead sells strangles to profit from options premium decay. He targets stocks that have made big directional moves followed by consolidation, while avoiding volatile sectors like biotech and small-caps and carefully sidestepping earnings-related risk...

"Kevin Warsh came in with an agenda of change" that faces a heap of headwinds, says Axel Merk. He breaks down the key points from the new Fed Chair's Jackson Hole speech last week and what it means for equities and commodities. Turning to the bond market, Axel calls the U.S. Treasury's bond buyback plan a "political" move that conflicts with Warsh's plans for the FO...

Dell Technologies (DELL) has learned from Nvidia (NVDA) in its data center buildout, says Don Gentile. He explains how Dell uses its knowledge, old and new, in creating a full AI stack. Efficiency and profitability will come down to how Dell maintains margins, says Don. On the general AI trade, he talks about difficulties in companies maintaining backlogs without diminishing quality. ======== Schw...

Chris McMahon sees a broadening market rally driven by strong S&P 500 (SPX) earnings, calling it a "stock picker's market" with opportunities beyond tech. With a reduced tech allocation, he spotlights CrowdStrike (CRWD) for cybersecurity leadership, Deere (DE) for an agricultural equipment super-cycle, and Eli Lilly (LLY) for continued GLP-1 growth. ======== Schwab Network ======...