Schwab Network

"The nerd in me loves this company," says Keith Snyder regarding SpaceX (SPCX), though he's cautious as an analyst. He says the company's current growth projections don't match the current valuation, calling it an "Elon Musk premium." Scott Trabucco makes the case that SpaceX can justify its valuation with its businesses from Starlink to Cursor exhibiting growth pot...

Teradata (TDC) CIO Josh Fecteau says AI investments show "no signs" of spending slowdown, though the gap between AI spending and ROI continues to widen. Josh offers his insights into how enterprise AI fits into the spending picture and how businesses aim to close that existing gap. He adds that agentic AI has slowed at the enterprise level, a hurdle he sees lasting for some time. =======...

AI continues to be top of mind for traders as SK Hynix sets its U.S. trading debut on the Nasdaq via ADR. StocksToTrade's Tim Bohen turns to Micron (MU) as an opportunity in the AI memory space after a recent pullback in shares. Nvidia (NVDA) and its gargantuan hardware, backed by its recent pullback, makes current prices compelling to Tim. He also likes Bank of America (BAC) as a less volatil...

Patrick Mueller discusses the market's shift away from the Mag 7 and into small- and mid-cap stocks, while examining whether the AI infrastructure boom can remain sustainable without stronger cash-flow generation. He also highlights opportunities tied to U.S. manufacturing, reshoring, energy, and infrastructure, arguing these themes could be among the biggest long-term beneficiaries of the AI...

Seagate (STX) shares moved slightly higher after Wells Fargo upgraded the stock. Alex Coffey talks about the analyst note, which also includes a price target hike for Western Digital (WDC). Dan Deming then offers an example options trade for Seagate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

Clint Henderson says Delta Air Lines (DAL) says the company's premium demand has "more than made up" for a reduction of passengers in the back cabins as air fare prices grow. He outlines the airline's earnings and points to rising costs as a tentative long-term headwind. Tom White offers an example options trade for Delta. ======== Schwab Network ======== Empowering every investo...

Charles Schwab's Collin Martin talks about the recent rise in yields, which he attributes to geopolitical volatility around the Strait of Hormuz and crude oil. While he says oil "is something to watch," he expects the Fed to remain in an interest rate holding pattern for now. Collin also touches on the "lukewarm" reaction to Amazon's (AMZN) $25 billion bond offering. ==...

Michael Green argues that economic growth is slowing beneath the surface, despite data that suggests otherwise. He points to weakening indicators and questions the reliability of key economic data used by policymakers and investors. Green also explores the growing debate over how multinational corporations structure and tax profits generated from AI. ======== Schwab Network ======== Empowering eve...

Sheraz Mian previews a potentially strong Q2 earnings season for banks, driven by healthy consumer banking activity, trading revenues, and improving loan demand. He also examines slowing delinquency growth and highlights why sectors such as energy, transports, autos, medical, and consumer discretionary may face a tougher earnings outlook. ======== Schwab Network ======== Empowering every investor...

Seagate (STX) gets an upgrade and Western Digital (WDC) sees a price target hike from Wells Fargo. Diane King Hall explains how it signals a continuing trend in analyst optimism as SK Hynix readies its debut on the Nasdaq Friday. She also notes an upgrade in Shopify (SHOP) from Stifel and a rally in Circle (CRCL) shares after the U.S. approved a new crypto bank for the company. ======== Schwab Net...

SK Hynix's debut on the Nasdaq as an ADR makes it "different" from a usual IPO, says Kevin Hincks, who tells investors to brace for a volatile U.S. opening for the South Korean tech giant. It comes as the AI memory trade remains red-hot, seen in stocks like Micron (MU) and SanDisk (SNDK). Kevin also touches on comments from the IEA that world oil demand will see its first annual decl...

The Dow Jones Industrial Average closed above 53,000 for the first time this week but pulled back in the following sessions. Glenn Dorsey believes the metric still shows stock momentum remains strong. He discusses the economic outlook, earnings season, small-cap growth opportunities, the Fed's next moves, and what lies ahead for the Mag 7. ======== Schwab Network ======== Empowering every inve...

Citigroup sees Toll Brothers (TOL) outperforming in a K-shaped housing recovery, with the firm issuing an upgrade for the company. Rick Ducat shows that Toll Brothers has outperformed its peers and breaks down the volatile trading action seen in recent weeks. He then offers an example options trade for the homebuilder stock. ======== Schwab Network ======== Empowering every investor and trader, ev...

"In the end, it always comes down to fuel" when it comes to airline earnings, says David Nelson. He explains how Strait of Hormuz volatility hits companies like Delta Air Lines (DAL) after the company posted an earnings beat. David notes Delta's premium customers offering insulation for strength, though he expects competitors to catch onto the trend. He outlines how the headwinds and...

The case for the Fed to ease interest rates "is not there," says Gina Martin Adams, arguing inflation has too much uncertainty to warrant a cut. She also outlines a situation in the bond market she believes fixed income investors are not prepared for. Gina adds that small caps and "riskier" equities will face certain pressure from a tentative interest rate hiking cycle. =======...

While markets focus on Micron (MU), SanDisk (SNDK), and SK Hynix's debut on the Nasdaq, Ben Watson of Charles Schwab turns to a stock that hasn't been in the headlines as much: Seagate (STX). He talks about the upgrade it got from Wells Fargo and highlights key trends in the stock chart to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

While tech stocks have seen some pressure throughout the week, Tom White says that money has moved elsewhere on Wall Street. He argues the rotation offers more strength for markets going forward. One company debuting in the U.S. today: SK Hynix, which will trade on the Nasdaq under the symbol SKHY. Tom explains how the ADR shakes up the AI memory trade. He then turns to the skies and discusses Del...

Micron (MU) has made a 12-digit pledge to U.S. tech over the next decade. SK Hynix sets the stage for its U.S. IPO. Trading in Meta Platforms (META) turned volatile on the session with its latest the plans. Marley Kayden talks about the biggest headlines moving markets Thursday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Paramount Skydance's (PKSY) plans to merge with Warner Bros. Discovery (WBD) face regulation roadblocks, causing shares in the former to fall. On the macro front, a decrease in existing home sales and jobless claims offer more economic insight. Marley Kayden and Sam Vadas highlight their top takeaways for Thursday's trading session. ======== Schwab Network ======== Empowering every investo...

CFRA’s Garrett Nelson examines PepsiCo’s (PEP) rare earnings miss and the margin pressures weighing on results, while noting the company reaffirmed its full-year guidance. He discusses how aggressive post-pandemic price increases hurt demand, why consumer staples appear undervalued, and how PepsiCo’s push into healthier snack and beverage brands could support future growth. ======== Schwab Network...

A tech rotation out of South Korea is the main reason Henry Greene sees pushing Chinese interest stocks higher. Those rallies are seen in names like Alibaba (BABA), JD.com (JD), and Baidu (BIDU). The question now lies in margins and whether these companies can hold stock strength by backing it up on their balance sheets. Henry talks about his expectations for these companies he believes are in the...

Philip Blancato, CEO of Ladenburg Thalmann Asset Management, argues the U.S. economy remains resilient, supported by strong corporate earnings and continued AI-driven investment. He highlights opportunities in small caps, municipal bonds, commodities, and industrial companies benefiting from the broader spillover effects of AI spending, while making the case for a long-term materials super cycle....

Jon Adams, CIO at Calamos Wealth Management, discusses the disconnect between consumer sentiment and rising equity markets, noting that higher-income households continue to spend while lower-income consumers face inflationary pressures. He highlights rising debt and mortgage delinquencies as areas to watch, outlines risks that could threaten the rally, and emphasizes diversification across public...

Mary Jane Matts of North Square Investments explains how the North Square Disciplined Value ETF (NSIV) identifies undervalued large-cap companies through fundamental analysis rather than simply targeting cheap stocks. She discusses the growing role of mega-cap tech names like Apple (AAPL) and Microsoft (MSFT) in value indices, highlights opportunities in financials, and shares an optimistic market...

SK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman expects rampant demand for the debut as AI memory supply constraints remain in focus. He explains how the company fits into the greater AI trade alongside chipmakers like Nvidia (NVDA) and AMD Inc. (AMD). Brendan Burke offers his insights into the AI memory space and weighs whether SK Hynix can become a leader in the industry. He bel...