Schwab Network

United Airlines (UAL) reports earnings on Tuesday as shares seeks to recapture record highs. while the stock hasn't been a high-flier in 2025, Rick Ducat shows United outperformed some of its airline peers. He turns to the one-year chart and highlights key levels to watch. On the options front, Rick points out how traders are bracing for a 5% move in the Feb. 20th contracts. ======== Schwab Ne...

The ongoing Warner Bros. Discovery (WBD) saga continues with a lawsuit from Paramount Skydance (PSKY) regarding valuation, which a Delaware court struck down. A proxy battle looms, a costly endeavor for both companies. James Czerniawski emphasizes that this legal setback does not weaken Paramount's position, but rather pushes the conflict into a full-fledged proxy war. Warner Bros. Discovery&#...

"We're remodeling a house while having to live in it," says David Stryzewski when referencing the state of markets and the economy. He believes the push for American manufacturing will be bullish long-term despite facing significant headwinds. In commodities, David expects silver and gold to move "far higher" even after their massive rallies. Keep your eyes on the miners, t...

Patrick Kennedy offers his outlook for 2026. He emphasizes the need for a broadening market beyond big tech. He discusses the secondary impact of A.I. on sectors such as financials and healthcare, highlighting the potential for increased profitability and M&A activity. Kennedy also explains his continued bullish stance on gold, citing central bank purchasing and geopolitical and inflation risk...

Crude oil prices spiked then slid over recent trading sessions following the U.S. capture of Venezuelan president Nicolás Maduro. Ted Parkhill attributes the price action to the U.S. increasing access to oil, thus creating more oversupply. Brandon Win agrees and makes the case for Venezuela having a long-term impact toward a more significant price drop. They also talk about companies in the trade...

Luca Russignan highlights the impending $83.5 trillion wealth transfer and the critical talent risk it poses, with one in four advisors planning to leave their firms. Russignan emphasizes that A.I. and automation are crucial for enhancing advisor efficiency, expanding capacity, and meeting the evolving expectations of digitally native inheritors. He details how A.I.-powered dashboards and assistan...

Jeff Ransdell discusses the future of A.I., predicting that by 2026, A.I. will transition from a mere concept to a robust business model, driven by revenue, adoption, and defensibility rather than hype. He anticipates a resurgence in the initial public offering market, highlighting OpenAI and Anthropic as strong contenders for successful IPOs that could reignite broader market confidence. ========...

Expedia (EXPE) is up 61% in six months, with digital traffic up 13% year-over-year. Likefolio's Megan Brantley explains that this growth is driven by premium travel and a unified loyalty platform. Expedia's Hotels.com and Vrbo brands are outperforming Airbnb (ABNB) in consumer sentiment. While the high-end consumer is doing the heavy lifting, Megan remains cautious about the stock's va...

Rogers Healy and Ben Ayers discuss the U.S. housing market. They evaluate whether recent upticks in new and existing home sales, driven by lower mortgage rates, signify a durable recovery. The conversation explores the role of supply constraints, the potential for price re-acceleration in 2026, and how various market factors influence pricing. ======== Schwab Network ======== Empowering every inve...

Ben Mackowack identifies key trends in bank earnings. Interest rate cuts are boosting bank profitability. Loan growth is also accelerating, signaling strong credit creation in the U.S. economy. Given the financial sector's current low valuations compared to the S&P 500, Ben predicts a strong 2026 for bank stocks. He also anticipates a surge in banking M&A activity, driven by a more fav...

StocksToTrade's Tim Bohen isn't sky to show his bullishness on AI and evolving tech, adding that the state of the U.S. economy will lift companies tied to the trade. On Friday's Big 3, Tim labels Intel (INTC) as a beneficiary of AI manufacturing expansion, Rocket Companies (RKT) growing with the "unthawing" of housing, and Rocket Lab (RKLB) as a play on SpaceX's IPO. Rick...

Wedbush's Scott Devitt has a neutral rating on Uber Technologies (UBER) and an underperform on Lyft Inc. (LYFT). The reason? Autonomous driving. Scott labels the evolving technology as a high uncertainty factor to both companies' growth, especially with Tesla (TSLA) also seeking to use robotaxi as its key growth driver. Tom White offers an example options trade for Uber. ======== Schwab Ne...

Patrick Mueller suggests the market is fragile. Mueller emphasizes the importance of diversification beyond tech giants like Nvidia (NVDA), Advanced Micro Devices (AMD), Alphabet (GOOGL), and Microsoft (MSFT), recommending value companies, energy, utilities, and precious metals. He also discusses the potential for a resurgence in financials, citing companies like JPMorgan Chase & Co. (JPM). ==...

Susquehanna upgraded Seagate (STX) and raised its price target on Western Digital (WDC) following the sharp rallies seen in both stocks. Marley Kayden talks about how the AI trade continues to boost memory chips which include other peers like Micron (MU) and SanDisk (SNDK). Joe Tigay offers an example options trade for Seagate. ======== Schwab Network ======== Empowering every investor and trader,...

Rotation trades in the SPX appear to be weakening, with Kevin Green pointing to volatility impacting Friday's positioning across Wall Street. He expects a wide range of movement for the index ahead of the extended weekend. In the latest round of banking earnings, he explains why PNC Financial Services (PNC) serves as a bigger barometer than investors expect. As for the agriculture industry, KG...

Republic Technologies CEO Daniel Liu analyzes the current state of market liquidity. He highlights Ethereum's strong outperformance potential due to widespread institutional adoption and its robust blockchain infrastructure. Liu also discusses the ongoing legislative efforts to establish a clear regulatory framework for digital assets, acknowledging the recent setbacks with the Clarity Act. He...

Charles Schwab's Michelle Gibley talks about the state of global trading. He details surprising growth of China's trade surplus and optimism surrounding Chinese AI innovation. Michelle notes TSMC (TSM) as a key driver behind tech optimism across the globe. She also assesses the European market, particularly Germany, where fiscal stimulus aims to boost a lagging economy. ======== Schwab Net...

PNC Financial Services (PNC) beat on the top and bottom line while Regions Financial (RF) missed on both. J.B. Hunt (JBHT) muscled an earnings beat but missed on sales. George Tsilis takes a look at the earnings moving markets to start Friday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable fo...

AI boom to bust is Jeff Muhlenkamp's biggest concern for markets heading deeper into 2026. He believes if negative sentiment regains control of the trade, the downturn will be more significant. Jeff turns to stocks he likes which were involved in cyclical slumps, from Microchip Technologies (MCHP) to Celanese (CE). His biggest exposure: gold, which he expects to continue rallying throughout th...

When it comes to the financial sector, Gerald Sparrow says he's bullish due to a positive economic backdrop paired with resilient consumers. He names Visa (V) and American Express (AXP) as beneficiaries for both metrics with spending expected to accelerate. Gerald labels Coinbase (COIN) as another firm to accelerate momentum as crypto adoption grows. ======== Schwab Network ======== Empowering...

Rick Ducat turns to Intel's (INTC) stock history by looking at the 20-year chart, showing how it has recently broken a years-long downtrend. On the one-year chart, he highlights the clash in support and resistance as RSI sides with bullish moves. Rick then offers an example options trade for Intel. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Ben Emons turns to the Fed and how it gauges consumer pressure. On the upside, the U.S. economy growing through higher-than-expected GDP signals resiliency in the states. On the downside for traders, it could mean a pause on interest rate cuts. Ben explains the path ahead he sees for the FOMC. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Phoenix Financial Services’ Wayne Kaufman outlines the current bull market's momentum, noting excellent market breadth and positive sentiment. He delves into how corporate earnings growth, fueled by efficiencies and A.I. innovations, justifies current valuations despite a vanished equity risk premium. Kaufman also highlights several semiconductor and electronics manufacturing companies poised...

HP Inc. (HPQ) faces a challenging week, with its stock plummeting to five-year lows. Brett Crowther analyzes the technical indicators, noting the stock's steady decline, recent breach of support levels, and a bear flag price pattern that could potentially see it drop to $19. Despite some bullish energy from the RSI, price action has not followed, and the stock struggles to find positive moment...

Kevin Green notes that the Russell 2000 is outperforming the S&P 500, Nasdaq, and Dow, driven by a rotation into value and risk-on sentiment in certain market pockets. He discusses the frothy valuations in memory chip stocks like Micron Technology (MU) and Western Digital (WDC), attributing their rise to high demand and increased pricing power. Green also analyzes JB Hunt Transport Services (J...