Schwab Network

Home Depot (HD) posted an earnings beat Tuesday morning and reaffirmed is fiscal 2026 guidance. Shares didn't move much on the report as investors remain skeptical on the direction of the greater housing market. Marley Kayden takes investors through the key metrics of the report that build on both headwinds and tailwinds in the space. Tim Biggam offers an example options trade for Home Depot&#...

Charles Schwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits. Kevin Gordon focuses on the U.S. and its "creep higher" in yields as geopolitical and Fed uncertainty grow. How...

Josh Jamner discusses the market outlook as volatility remains subdued and AI continues to drive investor optimism. He explains why market leadership could broaden beyond the Mag 7 and highlights opportunities in industrials, consumer staples, and consumer discretionary stocks. Jamner also says second-half earnings and moderating consumer spending will be key themes to watch. ======== Schwab Netwo...

"We're kinda confused on where the Fed is," says Jay Woods, who points to still-volatile price action in crude oil as something he's keeping a close eye on as Kevin Warsh readies to speak at Jackson Hole. He sees Nvidia (NVDA) and an unexpected announcement from the Mag 7 firm as a likely bullish catalyst ahead for markets. As far as other earnings go, Jay tells investors to watc...

Jenny Lenz discusses the growing divide in the housing market as wealthy buyers benefit from record stock market gains while affordability remains a challenge for many Americans. She highlights Berkshire Hathaway's (BRK/B) investments in homebuilders including Taylor Morrison and Lennar (LEN), and explains why rental prices continue to climb. Lenz also examines the obstacles facing first-time...

Klarna (KLAR) beat on the top and bottom line but the stock still plunged at Tuesday's opening bell after the company cut its outlook. Sam Vadas talks about the strong downside move moments after the opening bell. Baidu (BIDU) opened just above 52-week lows after the company posted a double miss on its earnings. Sam turns beyond tech to Norwegian Cruise Line (NCLH) after Mizuho downgraded the...

Raj Patel discusses the risks that rising bond yields could pose to stocks. He explains why he expects the Fed to remain on hold and highlights AI spending as a key driver for technology and the broader market. Patel also argues that recent consumer weakness reflects a temporary soft patch, not a major slowdown. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Harsh rhetoric between the U.S and Iran, plus a mixed picture on housing from Home Depot (HD) earnings and housing starts and permits, leave investors on unsteady footing Tuesday, says Kevin Hincks. He warns to keep an eye on headlines and brace for a "tone change" surrounding the Strait of Hormuz. In equities, Meta Platforms (META) faces a crucial trial over child safety concerns tied t...

Home Depot (HD) isn't the only company tied to the housing market reporting earnings Tuesday. Toll Brothers (TOL) will add commentary to a struggling sector and K-shaped economy after the closing bell. Rick Ducat points out that the stock is outperforming its sector but still underperforming the S&P 500 (SPX), highlighting key support and resistance areas to watch on the chart. He turns to...

Kevin Roberts of CarGurus addresses the affordability challenges car buyers are facing in the auto market. He says the average vehicle price in July was $51,000 and rising, with cheaper cars getting "harder to find." Despite the uptick in price, Kevin points out that new vehicle sales are down and leasing is on the rise, something that can buoy costs as more used cars enter the market. T...

Norwegian Cruise Line (NCLH) has sailed in a consolidation pattern that recently showed bearish price action. Charles Schwab's Kevin Horner takes the wheel and shares why he believes the consolidation is breaking and concerns the stock can fall further after it was hit with a downgrade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Chipmakers from Nvidia (NVDA) to Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. Tom White gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war. Home Depot (HD) earnings added to uncertainty in the housing market as the company addresses clear headwinds. Tom turns to a Wall St...

Nvidia (NVDA) is investing $1.5 billion into SB Energy to help power an OpenAI data center. Micron (MU) shares climb back above $1,000. Berkshire Hathaway (BRK/B) exits its position in Constellation Brands (STZ). Marley Kayden carries investors through the top stories of Monday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Qwen isn't the only headline behind Alibaba (BABA) Monday — the Chinese tech firm also announced it will sell its gaming unit. Elsewhere in tech, social media is going through a "big tobacco moment." Sam Vadas and Marley Kayden turn to their top takeaways on the first trading session of the week. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Jay Aldebert discusses the key themes shaping markets and previews the upcoming retail earnings season. He examines consumer spending trends through the lens of Walmart (WMT) and Target (TGT), while also exploring the impact of tariffs, Fed policy, and the growing adoption of AI across the retail industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what’s behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Brex president and CFO Ben Gammell discusses how startup spending is evolving as companies shift focus from AI applications to the infrastructure powering the technology. He highlights the growing use of open-source models to lower costs, the rapid adoption of AI agents, and the increasing importance of compute power, databases, and data storage in the modern startup economy. ======== Schwab Netwo...

Eisen CEO Allen Osgood explains the escheatment process and the challenges financial institutions face managing dormant and abandoned assets. He discusses how the rise of crypto and other new financial products has increased compliance complexity, and how AI helps firms track regulatory changes, avoid penalties, and reconnect account holders with their funds. ======== Schwab Network ======== Empow...

VanEck's David Schassler explains why traditional portfolio construction is becoming less effective as market dynamics evolve. He discusses AI as a transformative technology and makes the case for owning the commodities and infrastructure that support it. Schassler also highlights gold, energy, and other real assets as important hedges amid rising debt, geopolitical uncertainty, and changing s...

Charles Schwab's Kevin Horner discusses the S&P 500's (SPX) pause after three weeks of gains and highlights key technical levels traders are watching. He also examines bullish chart setups in Lumentum (LITE), including a 20-day/50-day moving average crossover, and Cipher Digital (CIFR), where improving momentum indicators suggest potential upside. ======== Schwab Network ======== Empow...

Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, including Baidu (BIDU), as investors express concerns of increased CapEx and shrinki...

Meta Platforms (META) "is turning into one of our favorite names," says CFRA's Angelo Zino, who says the core business and growth prospects both appear healthy. The cheapest valuation among the Mag 7 and new products are other key factors he sees buoying the social media giant. Austin Lyons says Meta can use its own AI models to improve ad efficiency while keeping costs contained. ==...

Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and...

Paul McCarthy previews Home Depot's (HD) upcoming earnings report, highlighting concerns around a weak housing market, softer DIY demand, and margin pressure. Using technical analysis, McCarthy suggests the stock could decline toward the $266 level before finding support. He also outlines a longer-term recovery scenario that may not fully take shape until 2027. ======== Schwab Network ========...

Chris Clarke examines long-term inflation trends and the potential impact of rising treasury yields and interest rates on economic growth. He explains why investors should closely monitor the bond market as higher rates could create new challenges for stocks and the broader economy. Clarke also shares advice for students entering the workforce, highlighting how AI is reshaping career opportunities...