Schwab Network

Scott Bauer of Prosper Trading Academy is cautious around the dip-buying activity occurring in AI stocks Monday morning, though he points out trading opportunities in tech and beyond. He sees a likely technical bounce in the cards for Vertiv (VRT), believes CME Group (CME) maintains a strong outlook into earnings, and anticipates a strong risk/reward scenario for Super Micro (SMCI). Scott offers e...

Glen Smith says strong earnings and historical midterm trends support a positive market outlook, but high expectations make forward guidance increasingly important. He favors healthcare and financials, including JPMorgan Chase (JPM), Johnson & Johnson (JNJ) and UnitedHealth (UNH), and remains bullish on AI names Nvidia (NVDA), Broadcom (AVGO), Lam Research (LRCX), HPE (HPE) and Micron (MU) whi...

Gabelli Funds portfolio manager Tony Bancroft previews GE Aerospace (GE) earnings, expecting continued commercial travel and services growth despite higher oil prices and Middle East uncertainty, alongside support from defense spending. He highlights GE’s strong cash flow, $200 billion-plus backlog, LEAP engine demand and potential acquisitions aimed at easing supply-chain bottlenecks. Bancroft re...

Morgan Stanley has named Amazon (AMZN) a top pick and set a price target about 35% higher from where the stock currently trades. Marley Kayden discusses the growth prospects the firm sees in the Mag 7 giant, from the company's AWS runway to its path in becoming a "key agentic enabler and winner." Prosper Trading Academy's Charles Moon offers an example options trade for Amazon. =...

Has the bar for earnings reset given all the geopolitical and AI volatility? Liz Ann Sonders of Charles Schwab believes the CoreWeave (CRWV) debt concerns played a role in lowering the bar. However, hyperscalers confirming and raising CapEx is what Liz Ann sees being the clearest sign that AI growth isn't slowing. Michelle Gibley addresses the "unsustainable" government spending conc...

Peter Tchir sees a flashing "yellow alert" for Treasury yields and credit risks as rising interest rates and geopolitical risks rise. He discusses how key ETFs tied to both are on the precipice of getting worse, something Peter believes will hit equities. He's also nervous of China's ability to "dump cheap compute" into markets, which looks appealing to companies strugg...

The AI trade wavered soon after Monday's opening bell, seen in CoreWeave (CRWV) pulling back to the flat line following strong premarket price action. Kevin Green discusses the standout tech movers he's watching, along with the added macro pressures from crude oil volatility. The NAHB housing market index plunged to its lowest level since June 2012, something KG says reflects the "alm...

Jay Hatfield says the tech selloff was largely a rotation and believes strengthening earnings can push the S&P 500 (SPX) toward his 8,000 target. He discusses risks from Fed policy and France potentially leaving the eurozone, while highlighting opportunities in Marvell (MRVL), Amazon (AMZN), Alphabet (GOOGL), Bank of America (BAC) and KKR (KKR). Hatfield names Marvell as his top tech pick and...

Cleveland-Cliffs (CLF) is back in black as seen in the latest earnings print. Datadog (DDOG) gets an upgrade from Bernstein on expectations of faster growth. Morgan Stanley boosted its price target for Amazon (AMZN) and named the stock a top stock pick. Diane King Hall turns to the top market movers at the start of Monday's trading session. ======== Schwab Network ======== Empowering every inv...

Steven E. Orr discusses why he’s buying the dip after taking profits ahead of the tech selloff, including adding SpaceX (SPCX) and D-Wave Quantum (QBTS). He sees cybersecurity as a major opportunity as AI creates new security threats, highlighting Cloudflare (NET), Zscaler (ZS), Palo Alto Networks (PANW), and Akamai (AKAM). He’s also watching Tesla (TSLA) and Meta Platforms (META) earnings while c...

AI is rebounding and crude oil is cooling after the former sold off and the latter rose last week. Kevin Hincks discusses the key movers on his radar to start the trading week as investors brace for several Big Tech earnings. Among the names on the docket: Tesla (TSLA), SpaceX (SPCX), Meta Platforms (META), and Netflix (NFLX). Keep on eye on the housing market as well, with Kevin pointing to key d...

Intel (INTC) shares have taken a beating in recent weeks as investors reevaluate exposure to the AI trade. Tom White turns to the key levels to watch in the stock's one-year chart to show where bulls can find their footing. He then looks at an example options trade for Intel. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Edison Byzyka remains bullish through year-end, citing a resilient labor market and consumer despite weak sentiment, higher yields, inflation and geopolitical pressure on oil. He discusses how the midterms could shape markets and says JPMorgan Chase (JPM), Wells Fargo (WFC) and Goldman Sachs (GS) earnings still point to healthy consumers, although guidance is softening. He warns persistently high...

Diesel woes will take some time to "work their way through the system," says Matt Lekstutis, who discusses some of the key long-standing issues facing energy and transportation companies. He addresses the question: is management behind these firms aware of the disruptions and have plans to face them? Matt explains how the bottom lines of these companies will be hit if proper precautions...

Datadog (DDOG) rallied into a new trading week thanks to an upgrade from Bernstein. Patrick Ciummo of Charles Schwab takes investors through the 30-day chart to show key nodes the stock is fluctuating between. On the one-year chart, he highlights key levels investors should watch if consolidation breaks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Kevin Green offers a look into Monday's trading session ahead of the opening bell with a glimpse at the commodity trends and a rebound in AI stocks. A rebound in CoreWeave (CRWV) is leading the way for a more favorable session for tech, but KG warns that volatility trends continue to tick higher. Brace for a slew of Big Tech earnings throughout the week with Meta Platforms (META), Tesla (TSLA)...

Dave Mazza, CEO of Roundhill Investments, dives into the state of the memory trade and explains the process behind developing Roundhill’s popular DRAM ETF, which surpassed $1 billion in assets under management only 10 trading days after its April 2, 2026 debut. Mazza gives a behind-the-scenes look at a successful ETF launch, assesses the state of the modern retail investor and examines potential r...

Palantir (PLTR) is a stock that has gripped AI investors for the last couple years, and that attention has led to exceptionally high volatility in the rising software giant. George Tsilis turns to the developments that occurred within the company since he previously talked about the stock, including new partnerships with Nvidia (NVDA) and Nebus (NBIS). He warns that valuation remains the key conce...

Stocks tied to the AI trade were battered throughout the week, including key chipmakers like Nvidia (NVDA), AMD Inc. (AMD), and Micron (MU). Big banks painted a mixed picture for the financial sector. Crude oil surged more than 10% from Monday's opening bell to Friday's closing bell. Marley Kayden carries investors through the top stories of the trading week. ======== Schwab Network ======...

Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== 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/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...

It's no secret that the AI trade has experienced a rough week as inflation fears continue to weigh on investor sentiment. Markets are also starting to draw the line on the Fed's interest rate decision for October. Marley Kayden and Sam Vadas take investors through their takeaways to close the trading week. ======== Schwab Network ======== Empowering every investor and trader, every market...

Jed Ellerbroek sees a mixed picture for big bank earnings that kicked off the final earnings season of 2026. However, he warns of investors becoming more uncomfortable with Big Tech firms using their ROI and reinvesting it into CapEx. For this earnings season, Jed makes the case hyperscalers like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) need to demonstrate the d...

BGV’s Anik Bose breaks down the economics behind the AI spending boom and says enterprises ultimately need tangible ROI through higher revenue, greater profitability or lower costs. He points to Amazon (AMZN) and JPMorgan Chase (JPM) as examples of companies seeing potential benefits from AI, while much of corporate America remains in the experimentation phase. He warns that if enterprise demand f...

Dr. David Stubbs of AlphaCore Wealth Advisory says the core AI trade remains intact despite pressure on semiconductors and memory stocks. He believes GPU makers, hyperscalers and major companies adopting AI can continue to benefit from the buildout. Dr. Stubbs expects earnings to separate the winners from the broader AI pack and sees potential for M&A and consolidation across the space. ======...

Charles Schwab's Patrick Ciummo breaks down a bearish S&P 500 (SPX) setup after its pullback from recent highs. He also charts Reddit (RDDT) ahead of earnings and Alphabet (GOOGL), highlighting key technical levels and volatility to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...