Schwab Network

Barry Knapp gives his takeaways from the jobs report. He sees the labor market at a “tipping point” and discusses recent Fed member comments about cutting rates this year. Unemployment could “shoot up really quickly,” he argues, and sees a potential “growth scare” in August caused by tariffs and other pressures. Barry expects a 50 basis-point cut in September, and in fact thinks we could be 100 ba...

Kevin Hincks dissects the latest labor market data which came in weaker-than-expected. He points out significant revisions to June and May numbers could be weighing on investor sentiment, but could raise the probability of a Fed rate cut in September. Kevin discusses Jerome Powell and the FOMC's next steps as Pres. Trump ramps up tariff pressure on dozens of countries to kick off the August mo...

Apple (AAPL) posted record June quarter revenue as iPhone sales topped Wall Street estimates. Jenny Horne goes under the hood on the Mag 7 earnings report, highlighting a record-high services segment revenue number. Later, she turns attention to Amazon (AMZN) and the e-commerce company's mixed report. While it beat top and bottom line figures, Amazon guidance amid tariff uncertainty fell below...

UnitedHealth (UNH) shares have plummeted to the downside in a strong downtrend thus far in 2025. Tom White looks at the healthcare company and discusses its weight on the Dow Jones Industrial Avg. ($DJI), potentially hampering the index from hitting all-time highs alongside the S&P 500 (SPX). Tom calls the steep pullback a "falling knife" and illustrates a duration-based example opti...

U.S. sentiment "barely changed" month over month according to Tsvetta Kaleynska. She says travel was one of the only 2 positive sectors she tracks, alongside A.I. themes, but overall paints a negative to muted picture for the present state of the U.S. consumer. She does caution that A.I. also was a main detractor in personal jobs and personal finances, as consumers stated fears over A.I....

Rob Thummel recaps Friday's earnings from Chevron (CVX) and Exxon Mobil (XOM) as the U.S. energy giants both top expectations. He discusses Guayana oil exploration and the Hess (HES) takeover legal drama behind it. While Rob likes what he heard from both companies and their Permian basin production levels, he points to natural gas as a better investment opportunity. Rob says natural gas will f...

Reddit (RDDT) shares popped after earnings. Brett Crowther examines the technical picture for the social media company, saying the earnings move broke the stock's "doldrums" to the upside. On a 1-year chart, he highlights the $162 level as an upward resistance level prior to the earnings report. Brett illustrates a "cup and handle" formation taking shape, with the April low...

Sam Vadas and Diane King Hall begin the new month with a glimpse at the latest whirlwind changes to U.S. tariff trade policy. Pres. Trump modified reciprocal tariffs on dozens of countries ranging from 10% to 41%, but Sam says that markets are seemingly taking it "pretty well" amid "perpetual uncertainty." Later, Sam examines Apple (AAPL) after earnings ahead of the July jobs r...

Microsoft (MSFT) and Meta (META) surged to all-time highs lifting the Nasdaq-100 (NDX) and the S&P 500 (SPX) to new marks as well. However, the jubilation was short-lived as stocks tumbled into the close and the SPX added to its 3-day losing streak. After hours, Amazon (AMZN) and Apple (AAPL) earnings painted a mixed picture for the Mag 7 group. Marley Kayden dives into Thursday's top stor...

Amazon's (AMZN) earnings came in mixed, with cloud growth underwhelming and capacity issues weighing on the stock. Meanwhile, advertising revenue growth of over 20% was a bright spot, aligning with strong digital ad numbers from Meta (META) and Alphabet (GOOGL). Ali Mogharabi discusses this, as well as how Apple (AAPL) crushed iPhone sales expectations. Microsoft (MSFT) also impressed with 39%...

Apple (AAPL) shares initially popped as the tech giant reported 1Q earnings that topped Street expectations. Melissa Otto discusses how Apple's iPhone revenues were a bright spot, while Mac revenue also beat expectations, and iPad and wearables sales underwhelmed. With services revenue growing 13% year-over-year to $27.42 billion, but not as high as some had hoped, all eyes will be on the comp...

George Tsilis joins Alex Coffey and Marley Kayden to dissect Coinbase (COIN) and Apple (AAPL) earnings. Coinbase shares plummeted after its 2Q earnings missed on the top and bottom line, and 3Q guidance fell short of Street expectations. Then, Apple (AAPL) shares were more muted as the iPhone maker issued higher than expected iPhone sales estimates. In its 3Q, Apple iPhone sales topped $44.5B whic...

Amazon (AMZN) earnings kick off a busy Thursday slate with an initial downside reaction. Alex Coffey and Scott Durfey join Marley Kayden for immediate reaction to the print. For AMZN, a lower than anticipated profit outlook could be weighing on shares. Alex and Scott point to AWS revenue as a positive, but not enough to lift the shares higher. Meanwhile, Reddit (RDDT) shares soared on "active...

Amazon (AMZN) shares slipped lower despite beating top and bottom-line estimates, as investors focus on in-line AWS revenue growth and slightly lower-than-expected operating income guidance. Ivan Feinseth says Amazon is more than just AWS, highlighting the strength of its advertising business, driven by A.I., and consumer spending. He expects further upside, citing ongoing investments in A.I. and...

As equities fade from Thursday's intraday highs, Joe Mazzola dissects the reaction to yesterday's FOMC decision to keep rates unchanged as well as Fed Chair Jerome Powell's tonality in his press conference. That combined with the latest PCE data leads Joe to believe that the market "might not get a cut." On the tariff front, Joe says the 2Q earnings haven't been fully cyc...

Kevin Davitt says July's Nasdaq-100 (NDX) daily volume trading has risen nearly 50% year over year. With markets at all-time highs, he explains the rationale behind hedging gains and discusses why put options could act as a defensive stance for investors seeking downside protection. Kevin also analyzes seasonality trends and volatility patterns for the next two months. ======== Schwab Network...

Fed Chair Powell's hawkish tilt took markets by surprise, as the central bank left interest rates unchanged. Neil Sun breaks down the implications for investors, citing crucial upcoming data and the Jackson Hole meeting. He still expects two rate cuts this year, with the first potentially coming in September, and sees value in owning 2-year Treasury securities and 30-year yields anchoring arou...

Nitin Sacheti says some of the best plays on the A.I. boom are in lesser-known names. He's bullish on data center builders like Western Digital (WDC) and Seagate (STX). He’s also eyeing fiber optic companies like Cogent (CCOI), and is bearish on legacy software, satellite companies, and advertising. He shares his approach to finding off-the-beaten-path names with strong growth potential and re...

The Federal Reserve's decision to hold interest rates steady has sparked a mixed reaction. Joe Hegener and Arthur Laffer, Jr. weigh in on the implications for the economy. With concerns about tariffs and inflation still present, the duo discusses the potential for a rate cut and its potential impact on the market. They also touch on the latest PCE print, which showed a 4-month high in inflatio...

Caleb Silver joins Nicole Petallides at the NYSE to discuss the megacap tech themes drawing investor focus in the current market. He adds his take on Microsoft (MSFT) after the Azure stock hit new all-time highs. Caleb compares the top A.I. and cloud computing companies before turning to what he calls "the most important metric" in big tech companies right now: revenue per employee, sayi...

David Stryzewski sees opportunities in real assets like metals and metal miners as inflation concerns grow. He highlights Freeport McMoRan (FCX) as a copper play, citing strong demand for green energy and infrastructure projects. Stryzewski is also bullish on Tesla (TSLA), citing its A.I. and autonomy innovations. He's cautious on Nvidia (NVDA) due to valuations and potential competition from...

A record-breaking July has some investors wondering if the market's due for a pullback. CFRA's Sam Stovall says while the S&P 500 and Nasdaq's recent highs are impressive, there are signs of overvaluation, particularly in tech. He notes that although the Fed held off on a rate cut, inflation concerns may keep rates steady for now. Stovall shares his take on what a winning portfolio...

Applied Digital (APLD) is still "losing money on an adjusted basis" says George Tsilis. But, shares of APLD have surged more than 30% after its 4Q earnings report. George looks at the factors behind the company's 41% year-over-year revenue growth and why its guidance was so strong. He also points to a data center lease with CoreWeave (CRWV) as a potential reason behind Thursday's...

Owen Carr joins Next Gen Investing to discuss Amazon (AMZN) and the e-commerce giant's pricing strategy during uncertain international trade amid tariff hikes. Owen says Amazon has largely fared better than expected, attributing strength to its sellers working through pre-tariff inventory before passing on cost increases. He does caution that an eventual price hike rollout is likely as sellers...

Likefolio's Megan Brantley examines Apple (AAPL) before the iPhone maker's next earnings report. She says investor sentiment is gloomy, with brand weakness starting to seep in due to lackluster hardware sales. Megan says consumers are "begging" for something new, with new iPhone searches up significantly over the past year. She says investor interest can possibly be reignited by...