Schwab Network

Jake Hanley discusses how escalating tensions around the Strait of Hormuz could drive fertilizer prices higher, given the region’s importance to global urea shipments. He explains how rising input costs could affect major crops including corn, wheat, soybeans and sugar, while highlighting the broader implications for food inflation, crop resilience and long-term global food security. ======== Schw...

Ryan Detrick discusses why he believes the current bull market still has room to run, pointing to strong corporate earnings, healthy profit margins and resilient investor sentiment. He outlines his 15% to 18% upside target for the S&P 500 (SPX), explains why recent volatility hasn't derailed the market, and shares a more dovish Fed outlook than what many investors currently expect. =======...

CIO of Brookmont Capital Management, Ethan Powell, explains how catastrophe bonds can provide diversification by offering returns that are largely uncorrelated with traditional markets. He discusses how AI is improving the underwriting of risks such as wildfires, the growing use of insurance-linked securities for large projects like data centers, and the expanding opportunity set within the catast...

John Deal examines the renewed pressure on airline stocks as rising oil prices driven by geopolitical tensions weigh on the sector. He discusses the impact on Delta Air Lines (DAL) and United Airlines (UAL), highlights key earnings metrics like revenue per available seat mile, and explains why post-Labor Day travel demand will be critical for the industry's outlook. ======== Schwab Network ===...

Kevin Horner of Charles Schwab points to the S&P 500 (SPX), noting a surprise bullish follow-through a lot of investors were not expecting. He also mentions Target (TGT) as it develops a short-term patten in its stock chart, and Altria's (MO) long-term consolidation as points of interest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Alphabet (GOOGL) has taken a step back recently, says Dave Alison, but you need to zoom out to see how strong the company has become when it comes to its stock and balance sheet. He'll have his eyes on earnings and ways the Mag 7 giant will expand its AI capabilities, especially through cloud and Google Gemini. He explains how Alphabet's tech stack paves the way for stable growth and argue...

Simpro Group CEO Fred Voccola argues that the biggest AI opportunities are emerging in the skilled trades, where small and midsize businesses are using digital workers to automate back-office tasks and improve profitability. He explains why entrepreneurial companies are leading AI adoption today and why robotics could begin transforming field service operations over the next several years. =======...

LikeFolio’s Megan Brantley analyzes consumer demand trends ahead of PepsiCo’s (PEP) earnings, highlighting softer snack consumption, persistent pricing pressure and the growing influence of GLP-1 users. She argues PepsiCo has been slow to adapt to shifting consumer preferences, leaving LikeFolio cautiously bearish as its data has yet to signal a meaningful turnaround. ======== Schwab Network =====...

Karan Ramchandani discusses the potential for Trump accounts to introduce more Americans to investing by providing seed money at birth and long-term exposure to public markets. He explains how the accounts could help build generational wealth, expand retail participation, and create opportunities for new investment products while serving as a complement to traditional savings and retirement vehicl...

Jed Ellerbroek discusses the market’s digestion of strong second-quarter gains, the impact of U.S.-Iran tensions on oil prices, and what’s ahead for cyclical stocks. He highlights upcoming earnings from Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT). Jed offers insight into the opportunities he sees in these companies and others in the quarter ahead. ======== Schwab Ne...

Despite a strong earnings report from Helen of Troy (HELE), the stock moved lower, prompting a deeper discussion on the consumer discretionary sector. Greg Portell and Alexis Browne Roberts examine the role of management execution and product innovation, while weighing whether elevated investor expectations or a slowing consumer presents the bigger challenge for the second half of the year. ======...

Jessica Inskip takes us through today’s Big 3. She highlights Mastercard (MA) as an opportunity within an AI gap she sees, Valero Energy (VLO) holding strong momentum into earnings season, and Bullish (BLSH) as a high-risk, high-beta trade pick. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market da...

PepsiCo (PEP) reports earnings ahead of Thursday's opening bell, and Doug Butler considers the brand strong compared to peers in consumer staples. He makes the case the current stock price is "attractive" as he believes global growth remains promising despite slowing U.S. sales. Doug talks about where he sees the stock standing against Coca-Cola (KO), Celsius (CELH), and Monster Beve...

Jenny Horne talks about Apple’s (AAPL) new partnership with Broadcom (AVGO). She says the $30 billion deal to extend the partnership is Apple’s largest agreement so far under its American manufacturing program. Jenny explains why the partnership is so significant for the U.S. chip trade. Prosper Trading Academy's Mike Shorr walks us through an example options trade for Apple. ======== Schwab N...

Tech retakes command of markets for Wednesday's trading session, which Charles Schwab's Nathan Peterson points to as the most important corner of Wall Street. He talks about the rampant volatility gripping single stocks like Micron (MU) and ETFs like the PHLX Semiconductor Index (SOX) to explain why he sees "bias to the upside." Nate discusses ways investors can brace for future...

Ahmed Riesgo offers more insight into crude oil's spike as President Trump declares the U.S.-Iran ceasefire "over." He explains how the lasting geopolitical tensions impact the upcoming earning season and points to market catalysts to watch for. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...

Despite rising tensions in the Middle East, investors remain focused on the AI boom and unprecedented levels of technology spending, according to Erin Gibbs. She discusses the growing pressure on companies heading into earnings season and highlights Zions Bancorporation (ZION) as a potential defensive opportunity in the regional banking space before expected Fed policy shifts later this year. ====...

Diane King Hall turns to Wednesday's early movers by highlighting a pair of upgrades in Dollar Tree (DLTR), though neither signal a concrete bullish stance. The same applies to a Goldman Sachs upgrade in RH (RH). Diane then discusses Mag 7 movers in Meta Platforms (META) as it plans to launch “super sensing” AI glasses. ======== Schwab Network ======== Empowering every investor and trader, eve...

Despite rising oil prices and geopolitical tensions in the Strait of Hormuz, Talley Leger remains firmly in "buy the dip" mode. He argues that steady economic growth, moderating inflation, and earnings growth should keep the bull market intact, with cyclical sectors offering opportunities beyond technology. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Ben McMillan discusses the broadening of the market, saying it's actively repricing and inflation will grow higher in the months to come. He talks about the outlook for crypto noting that it had rough year due to the AI trade. Ben also touches on future predictions amid the renewed U.S.- Iran conflict. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Futures moved off lows after the U.S. made retaliation strikes against Iran following an attack on commercial vessels in the Strait of Hormuz. Kevin Hincks urges investors to brace for an "unsteady" trading session as crude oil prices creep higher. It also makes Kevin Warsh's job as Fed Chair more difficult with inflation once again becoming a larger concern. ======== Schwab Network...

Levi Strauss (LEVI) shares recently tapped highs not seen since January 2022, but as Rick Ducat points out, bulls recently struggled to break above a key resistance level. He walks investors through his technical analysis in Levi ahead of earnings and offers an example options trade for the staple clothing brand. ======== Schwab Network ======== Empowering every investor and trader, every market d...

The base case for a bull run and crude oil prices coming down center on the Strait of Hormuz staying open, says Kevin Mahn. Both are at risk with tensions flaring up once again between the U.S. and Iran. Kevin also outlines headwinds on the interest rate front, pointing out a lack of cohesion on FOMC members and their forward expectations. On equities, he explains why he believes his firm's &q...

Verizon (VZ) shares made a massive jump higher a few months ago, only to retrace that move since Alphabet (GOOGL) replaced the legacy telecommunications company in the Dow Jones Industrial Average ($DJI). Ben Watson with Charles Schwab highlights key levels both bears and bulls are watching in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

President Trump says the ceasefire between the U.S. and Iran is over after Iranian forces struck multiple vessels in the Strait of Hormuz. Tom White takes investors through the latest headlines and the pressure they brought to markets ahead of Wednesday's trading session. Also on his watchlist: Apple (AAPL) and Broadcom (AVGO) after the Big Tech giants signed a $30 billion deal. Tom then talks...