Schwab Network

Dave Mazza and Ryan Shrout discuss their biggest takeaways from Micron's (MU) earnings and what it means for memory stocks moving forward. Dave explains why ongoing supply constraint margins will be higher than average moving forward while Ryan talks about his outlook for memory stocks beyond Micron. They also examine how the global memory shortage is impacting the tech industry. ======== Schw...

Scott Bauer of Prosper Trading Academy walks us through today's Big 3, looking at stocks all tied to the AI trade. He discusses CrowdStrike’s (CRWD) recent surge, highlights key resistance areas for Valero Energy (VLO), and Micron’s (MU) recent pullback following earnings as opportunities he sees in the market. Scott offers example options trades for his picks while Rick Ducat walks us through...

Ted Thatcher explains why the equal weight S&P 500 (SPX) has been outperforming, along with the current opportunities he sees on Wall Street as participation broadens. Companies like Micron (MU) and Samsung are the chipmakers Ted calls the most important for AI's forward momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

The mid-term elections likely going against President Trump and the GOP is the biggest reason Richard Safran sees behind the U.S. defense stock slump seen in Northrop Grumman (NOC) and RTX Corp. (RTX) among others. In Europe, he believes the continent has underinvested in defense and attributes the rally in companies like Rheinmetall (RNMBY) as a catch-up trade — until those shares also slid in re...

Marley Kayden talks about Comcast's (CMCSA) plan to spin the media business. She says leadership roles will change as it plans to separate into two independent publicly traded companies. Prosper Trading Academy's Charles Moon walks us through an options example trade for Comcast. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Charles Schwab's Collin Martin says he's not expecting any changes to the Fed's balance sheet anytime soon as Kevin Warsh and the other FOMC members tackle sticky inflation. As for Warsh's upcoming speech, Collin urges investors to pay attention not to "what he says, but how he says it" regarding the Fed's forward expectations. Also keep an eye out for the June jobs r...

Barry Knapp argues the Fed’s interest rate strategy is misguided and hurting small businesses while the market begins to self-correct. He points to steady AI spending among firms like Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), and Oracle (ORCL) as a key signal that markets are reevaluating the tech trade. Barry expects two-year treasury yields to fall as rate hike expectations fade. =...

Joe Tigay breaks down the short trading week, with the jobs report in focus for inflation and rate expectations. He warns of an “all or nothing” mindset in AI investing and emphasizes the need for a clear strategy, while advocating for active volatility protection as valuations rise. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Diane King Hall discusses this morning's top moving stocks at the opening bell, pointing to Phillip Securities downgrading Salesforce (CRM) and Adobe (ADBE). Arete also downgraded CrowdStrike (CRWD) to neutral from buy with a $730 price target. However, the firm upgraded Roblox (RBLX) to a buy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Chris Galipeau previews a busy week with key data and the start of the upcoming earnings season. He sees AI spending and global market broadening as tailwinds, favors small caps and emerging markets, and flags mixed signals from rate data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

Most investors woke up with a sigh of relief at the sight of up arrows in futures as the U.S.-Iran tensions appear to cool. Kevin Hincks talks about how it shapes the dynamics of crude oil prices and the Fed, as new Chair Kevin Warsh readies to speak later this week. That said, he tells investors to brace for a "bumpy ride" in the negotiation process. ======== Schwab Network ======== Emp...

The AI revolution is intact, says Keith Buchanan, though he expresses concerns on valuations centered on forward expectations. He sees markets pricing in more winners than losers in the AI race when that may not be the case. Keith advises investors to diversify their portfolios in anticipation of a "rough ride" for the back half of 2026. ======== Schwab Network ======== Empowering every...

Jay Woods says he's watching key Big Tech charts carefully, including Alphabet (GOOGL), Nvidia (NVDA), and Microsoft (MSFT), the last of which he expresses concern for. He explains how AI spending has shaped investor views on the Mag 7 as all trade well below their record highs. In software, Jay points to "red flags" in Adobe (ADBE) as an AI disruptive company and its uncertain leade...

Generative AI has been a concern among investors as a disruptor to software companies, especially ones like Adobe (ADBE). Rick Ducat points out how unfavorable the price action is by highlighting support and resistance areas to watch after the stock's near 50% decline from 52-week highs. He then offers an example options trade for Adobe. ======== Schwab Network ======== Empowering every invest...

The conflict between the U.S. and Iran wavered at the end of last week into the weekend, though hopes that tensions will cool offered reprieve for futures this morning. Tom White talks about the volatility as crude oil prices slide below $70. In equities, Comcast (CMCSA) shares soared on plans to split its media business. Tom also touches on the memory trade and how stocks like Micron (MU) signal...

Roblox (RBLX) shares have fallen more than 65% off all-time highs and hover just off 52-week lows. Ben Watson of Charles Schwab talks about how bears have clawed into the stock and points to key support and resistance areas to watch. He says bulls can regain momentum if sentiment improves. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Tesla (TSLA) is evolving beyond electric vehicles, with artificial intelligence, autonomous driving, and energy storage becoming central to its long-term growth strategy. George Tsilis breaks down Tesla’s Robotaxi rollout in Austin, advances in Full Self-Driving and A.I. hardware, and why investors are increasingly viewing the company as an A.I. infrastructure and robotics play rather than just an...

Micron (MU) stayed in focus on earnings, with AI-driven demand continuing to provide support. Crude oil fell below $70 for the first time since early March, boosting airline stocks, while Onsemi (ON) came under pressure after announcing its $7B acquisition of Synaptics. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Sam Vadas breaks down improving consumer sentiment and what it signals for the economy and markets. She also highlights rising memory prices and why Apple (AAPL) is reportedly turning to Chinese suppliers to manage costs and supply chain pressure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Seth Schachner breaks down the proposed Warner Bros. Discovery (WBD) and Fox (FOX) merger, highlighting regulatory hurdles and concerns around debt. He also discusses Fox’s reported move on Roku (ROKU), calling it a strategic play into ad-supported streaming despite potential platform neutrality risks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Dennis Dick discusses Apple (AAPL) coming under pressure after raising prices on key products, triggering its worst trading day in years as it offsets rising memory costs. He highlights a shift in leadership from megacap tech to memory names like Micron (MU) and Western Digital (WDC), alongside a growing divide between AI spenders and beneficiaries. Dennis also points to inflation risks tied to AI...

Tyler Ellegard breaks down ongoing market volatility and the broader impact of AI on the economy. He outlines his long-term outlook for Broadcom (AVGO), Nvidia (NVDA), and Qualcomm (QCOM), while also highlighting bullish views on Chevron (CVX), CRH (CRH), and Rockwell Automation (ROK). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Charles Champagne discusses a strong equity market driven by AI investment and solid fundamentals, while highlighting the need for risk management. He points to bond market volatility and Fed uncertainty as key risks, noting inflation control remains a challenge. Champagne also outlines uncapped and buffered ETFs as tools for downside protection and income alternatives, as investors navigate shift...

Shay Boloor and Ron Westfall discuss the evolving AI trade and how investors may begin separating scarcity from value across the ai ecosystem. Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, point...

Airline stocks including American Airlines (AAL) and Delta Air Lines (DAL) are rallying as oil prices fall and travel demand stays strong, pushing the JETS ETF to new highs. Charles Schwab's Rick Ducat outlines key technical levels for the group. He also highlights sector rotation, with healthcare names like Eli Lilly (LLY), Moderna (MRNA), and UnitedHealth (UNH) gaining momentum as the Health...