Schwab Network

George Tsilis breaks down FormFactor’s (FORM) strong earnings report, which sent shares soaring more than 26% after the company topped revenue and EPS expectations. He highlights rising gross margins and free cash flow, while pointing to growing demand for high-bandwidth memory probe cards as AI data center expansion continues to drive growth. ======== Schwab Network ======== Empowering every inve...

Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth. =...

Kevin Davitt breaks down the tech-fueled rally following Microsoft’s (MSFT) earnings and what it means for the Nasdaq-100. He highlights key trends investors should watch as the market digests recent gains and takes a closer look at the index’s biggest movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Charles Schwab's Adam Lynch examines the recent divergence between Bitcoin and Ethereum, with Ethereum benefiting from strong ETF inflows despite range-bound trading across major cryptocurrencies. He also discusses Strategy's (MSTR) pause in Bitcoin purchases, the fading prospects for the Clarity Act, and why digital assets have remained resilient amid geopolitical uncertainty. ======== Sc...

Defiance ETFs CIO Sylvia Jablonski argues that the "AI Hyperscalers" have replaced the Mag 7 as the market's biggest growth story. She discusses the AIHY ETF and highlights Microsoft (MSFT) and Oracle (ORCL) as leaders monetizing AI through cloud infrastructure, strategic partnerships, and strong profitability. ======== Schwab Network ======== Empowering every investor and trader, ev...

Qualcomm (QCOM) CFO/COO Akash Palkhiwala joins The Watch List to discuss the company's outlook, the growth of its automotive business, and how connected vehicles are transforming transportation. He explains why cars are becoming "smartphones on wheels" and shares Qualcomm's vision for bringing advanced connectivity to the auto industry. ======== Schwab Network ======== Empowering...

John Blank breaks down Apple (AAPL) ahead of its earnings report, calling it a premier company while discussing how investors should approach the stock in the current environment. He shares his outlook on taking profits, letting the stock "sweeten" over the coming months, and what to watch as Tim Cook prepares for his final earnings call as CEO. Blank also discusses the key themes invest...

Joe Cavatoni examines gold’s pullback from record highs and explains why resilience remains the defining theme for the precious metal. He breaks down the key supply and demand trends shaping the market, the ongoing impact of central bank buying, and how investor appetite for gold continues to evolve. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Mary Jane Matts discusses how Microsoft’s (MSFT) strong cloud results could signal continued momentum for AWS, Amazon’s (AMZN) primary growth engine. She highlights Amazon’s emerging supply chain services business as a potential future growth driver and explains why long-term investors may find opportunity as the market remains focused on near-term concerns and momentum-driven trades. ======== Sch...

LikeFolio's Landon Swan examines Amazon’s (AMZN) evolving growth story as AWS faces mounting competition from Microsoft’s (MSFT) Azure. He discusses why rising cloud infrastructure spending and Amazon’s investment in Anthropic may be better viewed as long-term growth drivers rather than short-term headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Ali Mogharabi and Lauren Cassidy discuss Meta Platforms’ (META) shares falling after the company reported an earnings miss and issues lighter than expected guidance, leaving investors underwhelmed despite signs of strength in its core business. Lauren breaks down why the quarter was an overall disappointment, while Ali explains why Meta’s fundamentals may be stronger than Wall Street has been givi...

AT&T's (T) Brett Feldman discusses the company's strong quarter, driven by growth across fiber internet, fixed wireless, and postpaid phone services. He also explains how AT&T's $23 billion Spectrum acquisition positions the company to meet rising connectivity and AI-related demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Jason Brown walks through today's Big 3 stocks, Nvidia (NVDA), Home Depot (HD), and CSX (CSX) and offers example options trades for each setup. He discusses growing competition for Nvidia, the headwinds facing Home Depot, and why CSX stands out as a reasonably-priced stock in the S&P 500 (SPX). Charles Schwab's Kevin Horner analyzes the technical charts to highlight key levels and mark...

Tony Zhang breaks down the stock market rally driven by strong Mag 7 earnings while explaining why Wednesday's selloff reflected a sharp hawkish repricing. He also shares his outlook on the current market environment and walks through example options strategies for Intuit (INTU) and Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Henry Greene of KraneShares explains why he remains bearish on Rivian (RIVN), pointing to challenges in the U.S. EV market and the expiration of tax credits. He also discusses global EV opportunities, including China, before Tom White outlines a bullish options strategy for Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Jenny Horne breaks down Meta Platforms' (META) second quarter earnings, highlighting AI driven ad growth, weaker than expected earnings, a sharp drop in free cash flow, and massive capital expenditures. Joe Tigay walks us through an example options trade for Meta. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable...

Kevin Gordon of Charles Schwab says the lack of movement in cap-weighted indexes is masking major moves beneath the surface, with a breakdown in momentum and a rotation away from megacaps and semiconductors. Gordon says the fact that the market has held up is a positive sign, and also analyzes the bond market's reaction to this week's FOMC meeting. ======== Schwab Network ======== Empoweri...

Gene Goldman, CIO at Cetera Financial Group, discusses the rotation from growth to value stocks and explains why investors should stay disciplined amid market volatility. He highlights opportunities in small- and mid-cap stocks, industrials, healthcare, and financials while emphasizing the importance of buying market dips. ======== Schwab Network ======== Empowering every investor and trader, ever...

While Amazon (AMZN) shares are relatively flat in 2026, the stock has still gained 67% over the past three years. Can its postmarket earnings break the stock out of its recent range? Tom White examines the chart and places an example trade on the retail giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Starbucks (SBUX) changes under Brian Niccol are driving customer reengagement and strong 3Q earnings. R.J. Hottovy of Placer.ai says location facelifts and the return of the coffee house feel are fueling gains. Chipotle (CMG) is also seeing positive transaction and visitation growth, with menu innovation keeping customers engaged versus competitors. Meanwhile, Yum Brands (YUM) deals with the fallo...

'Any weakness in the stock is a buying opportunity' according to Ivan Feinseth of Tigress Financial Partners. He thinks investors are too focused on Qualcomm (QCOM)'s handset devices revenue decline and that they are missing the transition into A.I., PCs, edge computing, automotive technology, robotics and networking. Feinseth says the company has pricing power amid the announcement it...

The chart of Procter & Gamble (PG) have seen a shift of momentum, with Ben Watson watching the $146 and $148 price levels on the short-term chart after recent weakness. The long-term chart shows the stock in a $140 and $154 range as investors may be looking to buy dips to get the dividend from a consumer staples company. ======== Schwab Network ======== Empowering every investor and trader, ev...

Kevin Mahn breaks down the market fallout following Wednesday’s Federal Reserve decision and shares his reaction to Kevin Warsh’s comments, including why he believes the Fed may stop reinvesting in securities. He also examines what this could mean for interest rates, market liquidity, and whether the “wall of worry” will continue to weigh on investors. Mahn also reveals his stock picks including A...

Diane King Hall reports from a risk-on open at the New York Stock Exchange. Shares of Mastercard (MA) is higher after posting beats on earnings and revenue while boosting its full-year outlook as core payments strength continues. Fortinet (FTNT) shares are surging after the cybersecurity stock posted strong 2Q numbers and continues to see above-expected growth through the end of the fiscal year. L...

Andrew Plum explains why cooling inflation gives the Fed room to remain patient on interest rates. He highlights opportunities in dividend-paying stocks, Japanese equities, high-yield municipals, commodities, and gold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...