Schwab Network

Drew Glover of Fiat turns to the venture capital space and how smaller firms can compete with more established names. As he explains, a lot of it comes down to distribution. Drew uses his own experience at Fiat to give people working in similar firms more perspective.

Synopsys (SNPS) "is such an important company" at "such an important time," says Cory Johnson. He explains how the company plays a critical role for Big Tech firms like Nvidia (NVDA) and ways its acquisition of Ansys expanded the company's moat. Cory adds that the AI evolution gives Synopsys more tools to build on software products.

Adam Lynch (@CharlesSchwab) offers his big picture take on the state of the crypto space following Bitcoin's recent rally. On the Clarity Act, Adam outlines the legislative path Congress has to navigate before passage. It comes as other cryptocurrencies like Ethereum, Solana, and Hyperliquid surge on anticipation of deeper regulation.

As AI bandwidth requirements rise, so do opportunities for growth in photonics and optical services, says Hong Yi Chen of Tema ETFs. He turns to key stocks he sees benefitting from the growing need, pointing to Lumentum (LITE) as a leader. Hong highlights the Tema Photonics & Optical ETF (LAZR) as a way his firm aims to provide returns portfolio returns as the space develops.

The whole buy now, pay later sector is doing really well in the fintech space, says Ted Rossman, noting that U.S. consumers are using these services for more essential goods. He touches on Affirm (AFRM) as a leader but discusses how growing consumer debt can come back to bite the company. Bryce Deeney talks more about Affirm earnings and ways the company can signal outperformance in the report — a...

Salesforce (CRM) will be a company that benefits from AI instead of being disrupted by it, says Michael Monaghan after seeing the software giant's earnings. He adds that Anthropic's Claude being integrated into Agentforce will add pricing power to Salesforce's future earnings. Michael offers more insight into how earnings and Anthropic give Salesforce renewed momentum in the software t...

Marvell (MRVL) will report earnings Thursday evening after Nvidia (NVDA) waved a green flag for the AI trade. Stephen Sopko explains how Marvell serves at a critical juncture of the AI trade and ways it can capitalize on earnings growth as tech evolves. He adds that the company's new partnership with Alphabet (GOOGL) offers a chance to compete with peers like Broadcom (AVGO).

Molly Pieroni turns to two very different stocks that she sees having lots of value in the current stock market. For U-Haul (UHAL), she believes the company's services and staple name gives it enough of a moat to withstand inflation concerns. On Alphabet (GOOGL), Molly sees something similar with the Mag 7 giant's suite of tech products and potential to accelerate off AI innovation.

SalesboxAI's Alex Roy believes Nvidia (NVDA) has proven itself as the stock market leader after reaching nearly $100 billion in quarterly revenue. He explains why this figure is just one reason he sees a "very promising time" ahead for the company. Futurum's Dan O'Brien says Nvidia "left some room" to improve its already impressive earnings by noting memory supply c...

nCino CEO Sean Desmond talks about the company's latest earnings and ways agentic AI is shaping the finance space. He discusses the feedback his company has gotten from customers to explain how he aims to boost nCino's future earnings and efficiency.

The post-earnings rally in Salesforce (CRM) gives Jason Brown confidence that there's more room to run for the software giant's stock. He also sees upside potential for Dollar General (DG) due to its reach and reliance in discount retail, along with HP Inc. (HPQ) despite its post-earnings selloff. Jason provides example options trades for his Big 3 picks while Rick Ducat takes investors th...

Options Play's Tony Zhang offers his takeaways on the broad tech strength in Thursday's trading session as Nvidia (NVDA) gives new life to the sector. He outlines options trading opportunities in CME Group (CME) and Marvell (MRVL) and makes a bull case in both even if the stock market is hit with another volatility wave.

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom Wh...

Salesforce (CRM) saw a strong 20% rally Thursday morning after the company beat earnings and raised guidance. As Marley Kayden explains, a new partnership with Anthropic and integration of Claude with Agentforce added momentum for Salesforce bulls. She discusses the earnings in-depth and the slew of price target hikes from analysts. Joe Tigay takes investors through his example options trade for S...

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of Charles Schwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade. Michael Townsend looks ahead to Jackson Hole and how Fed Chair Kevin Warsh will drop hints to the interest rate outlook. In D.C., Congress faces a contentious c...

Joe Lavorgna, chief economist at SMBC Nikko Securities America and former Treasury advisor under President Trump, believes investors are "hyperventilating" over bond moves and interest rates. He believes there's no reason to panic unless interest rates show a strong, disorderly move. Joe explains how recent economic data and discussions from the Fed ahead of the Jackson Hole symposiu...

"We're feeling pretty good about the bond market," says Jeffrey Rosenkranz, though he tells investors not to ignore the existing risks to fiscal policy. He believes now is a good time to lean into credit risk for bonds. Jeffrey helps you navigate the "rapidly" changing macroeconomic environment by highlighting spots in the bond market he sees opportunity.

Natalia Lojevsky discusses her expectations for Kevin Warsh and the Fed at the Jackson Hole symposium and ways it will affect the bond market. For bondholders expecting an interest rate cut anytime soon, Natalia says, "you're waiting for the wrong thing." She addresses the Treasury's move to boost liquidity on some long-term bonds to curb yields, calling the decision one that won...

"What's not to like" about Nvidia (NVDA) earnings? Andrew Graham says the report confirms his thoughts on the stock: it's a "must own" for investors. He outlines his bull case for Nvidia even as he outlines risks investors need to watch heading into the midterms. Some of Andrew's other top stock picks include Arista Networks (ANET), Cisco (CSCO), Snowflake (SNOW), a...

The AI buildout comes with about $1.5 trillion in lease obligations, according to Mona Dajani, who discusses how these numbers can shift if the AI outlook takes a sudden turn. She believes the AI race will only accelerate, though it's important to keep certain risks in mind as hyperscalers and other companies write contracts for their own data centers.

Value stocks gaining ground on Wall Street in recent weeks is a sign of market health Sam Miller likes to see. He believes sectors like healthcare and industrials moving higher with the broader market add muscle to sustain the broader rally. Sam says that's more important than ever until more companies can quantify how AI is growing their businesses.

Matt Maher says quarterly earnings aren't as critical to investors as much as "the story Jensen tells" on the future of the AI buildout. With investors turning their attention to the future of AI, Matt makes the case that Huang's vision for Nvidia is the story investors will use to gauge the rest of the tech evolution.

Lisa Martin offers more insight into Nvidia's (NVDA) beat and raise quarter by discussing the astronomical expectations into the report and whether the numbers were enough. She talks about the company benefitting from the "hundreds of billions" of dollars dedicated toward AI infrastructure as one that extends the Mag 7 company's runway. Collaborations and securing supplies amid s...

Nvidia (NVDA) earnings took the attention of Wall Street on Wednesday, though Marvell (MRVL) earnings Thursday will add more color to the full picture for AI chipmakers. Derek Yan says investors are underappreciating the data connectivity side of Marvell's business. That said, he sees the company's recent custom silicone partnership with Alphabet's (GOOGL) Google as a significant tailw...

Eddie Ghabour is telling clients to expect a ramp in volatility during September, which he sees opening the door to a "buy the dip" opportunity. He goes in-depth on how he's positioning portfolios, from buying gold ahead of the anticipated pullback, to AI chips like Micron (MU) and Marvell (MRVL) afterward. Outside of tech, Eddie names the healthcare as the sector to watch, naming El...