Schwab Network

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...

Marley Kayden discusses oil as tensions with the U.S. and Iran grow. Sam Vadas examines the latest widening in the U.S. trade deficit and what it could mean for the economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schw...

The tech sector struggled after Samsung’s profit was not enough to impress investors and SpaceX (SPCX) officially joined the Nasdaq 100 (NDX) yet somehow finished the day lower. Meanwhile, Amazon (AMZN) will attempt to raise at least $25 billion through U.S. bond offering. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Shay Boloor explains why the market is becoming more selective within the Mag 7, with investors rewarding winners over laggards as AI matures. He also discusses why the debate around AI CapEx is now increasingly company specific and names the top stock of the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Paul Schatz expects a Q3 market pullback driven by stretched sentiment and historical midterm election year trends. He discusses why a potential Fed rate cut could benefit REITs, utilities, and consumer staples, while setting the stage for new market highs in Q4. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Convexitas CEO Zed Francis discusses the tech-driven market gains of Q2, the Fed's transition, and the growing role of debt markets in financing AI infrastructure. He also warns that elevated valuations could lead to sharp market reactions if earnings fail to exceed expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Brian Dobson and Greg Pendy from Clear Street examine SpaceX’s (SPCX) edition to the Nasdaq-100 (NDX) Tuesday. The firm initiated SpaceX coverage with buy rating and a $217 price target. They explain why they believe the Elon Musk-led company is poised to become a leader in AI data centers and SpaceX's outlook. ======== Schwab Network ======== Empowering every investor and trader, every market...

John Petrides and Christine Short preview bank earnings season, highlighting trading, investment banking, and wealth management as potential tailwinds. They also discuss pressure from credit provisions and net interest margins, with JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) in focus. ======== Schwab Network ======== Empowering every inves...

Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed’s impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Steven Dickens examines IBM Corp.'s (IBM) recent performance, believing the company has a solid tech platform. He touches on how it is addressing data center constraints and hybrid cloud gap as AI evolves. Steven sees a recent announcement that IBM will expand its enterprise infrastructure as a bullish indicator. ======== Schwab Network ======== Empowering every investor and trader, every mark...

"The markets are cheaper now than they were at the beginning of 2026," argues Ted Thatcher, making the case that the S&P 500 (SPX) will reach 8,000 by the end of the year. He points to the AI trade as a leading catalyst, sharing optimism that earnings have room to expand. However, Ted sees headwinds lasting in the form of the Fed. On Micron (MU), he believes the company is poised for...