Schwab Network

Mag 7 giants Nvidia (NVDA) and Meta Platforms (META) saw a week-long rally while SK Hynix (SKHYV) made a strong public trading debut in the U.S. Sam Vadas talks about the biggest tech headlines catching investor attention throughout this week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com...

It was another interesting week for the tech trade, as Sam Vadas discusses her top takeaways Meta Platforms' (META) strong run, and SK Hynix's (SKHYV) Nasdaq debut. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-n...

Derek Matthews discusses the growing strain AI and advanced manufacturing place on the U.S. power grid and why new infrastructure is needed. He explains how self-sufficient innovation hubs can generate their own energy, support local communities, and help meet rising demand while advancing national security goals.======== Schwab Network ========Empowering every investor and trader, every market da...

Progress Software (PRGS) CEO Yogesh Gupta discusses the company's strong earnings and growing demand for enterprise AI solutions. He explains how Progress helps reduce AI processing costs and highlights its partnership with Nvidia (NVDA) to bring advanced AI infrastructure directly to businesses.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to...

David Carr of SimilarWeb explains that while traffic to Delta Air Lines’ (DAL) website is rising, bookings have grown more slowly as the airline prioritizes profitability over volume. He also highlights Delta’s investment in premium offerings and targeted search advertising, which continues to attract high-value customers.======== Schwab Network ========Empowering every investor and trader, every...

Michael Boyd explains why Delta Air Lines (DAL) continues to outperform, driven by strong demand for premium travel and industry-leading customer service. He also highlights Delta’s 17% year-over-year debt reduction and discusses the challenges facing budget airlines.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - h...

Eric Parnell and Brian Jacobsen examine the latest inflation outlook, including the impact of oil prices and persistent services inflation. They also discuss how AI-driven productivity gains could help ease price pressures and why the Fed is likely to remain patient on rate cuts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute ne...

Kevin Horner of Charles Schwab highlights key technical levels for the S&P 500 (SPX) as the index approaches all-time highs. He also points to bullish breakout setups in Gilead (GILD) and Motorola Solutions (MSI), with both stocks showing signs of new uptrends.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - http...

Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and...

Jay Hatfield expects falling oil prices to drive inflation lower and open the door for multiple Fed rate cuts. He also sees the AI trade broadening beyond chipmakers, helping fuel a wider market rally and supporting his bullish S&P 500 target of 9,000.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwa...

Clint Sorenson says his firm is learning how to use "mega trends" and applying them to investor portfolios. He talks about themes he sees in deglobalization, AI, and fiscal dominance to add color to the current investment picture. SpaceX (SPCX) is one firm Clint sees as a strong, vertically-integrated AI company. He holds a similar thesis for Apple (AAPL), along with Eli Lilly (LLY) in t...

Affirm (AFRM) continues to lead the buy now, pay later space, with web visits rising nearly 50% year over year as adoption accelerates across major e-commerce platforms. Andy Swan of LikeFolio explains how BNPL has evolved from a niche concept into a mainstream payment option, offering consumers a more structured and transparent alternative to traditional credit.======== Schwab Network ========Emp...

"The nerd in me loves this company," says Keith Snyder regarding SpaceX (SPCX), though he's cautious as an analyst. He says the company's current growth projections don't match the current valuation, calling it an "Elon Musk premium." Scott Trabucco makes the case that SpaceX can justify its valuation with its businesses from Starlink to Cursor exhibiting growth pot...

Teradata (TDC) CIO Josh Fecteau says AI investments show "no signs" of spending slowdown, though the gap between AI spending and ROI continues to widen. Josh offers his insights into how enterprise AI fits into the spending picture and how businesses aim to close that existing gap. He adds that agentic AI has slowed at the enterprise level, a hurdle he sees lasting for some time. =======...

AI continues to be top of mind for traders as SK Hynix sets its U.S. trading debut on the Nasdaq via ADR. StocksToTrade's Tim Bohen turns to Micron (MU) as an opportunity in the AI memory space after a recent pullback in shares. Nvidia (NVDA) and its gargantuan hardware, backed by its recent pullback, makes current prices compelling to Tim. He also likes Bank of America (BAC) as a less volatil...

Patrick Mueller discusses the market's shift away from the Mag 7 and into small- and mid-cap stocks, while examining whether the AI infrastructure boom can remain sustainable without stronger cash-flow generation. He also highlights opportunities tied to U.S. manufacturing, reshoring, energy, and infrastructure, arguing these themes could be among the biggest long-term beneficiaries of the AI...

Charles Schwab's Collin Martin talks about the recent rise in yields, which he attributes to geopolitical volatility around the Strait of Hormuz and crude oil. While he says oil "is something to watch," he expects the Fed to remain in an interest rate holding pattern for now. Collin also touches on the "lukewarm" reaction to Amazon's (AMZN) $25 billion bond offering. ==...

Michael Green argues that economic growth is slowing beneath the surface, despite data that suggests otherwise. He points to weakening indicators and questions the reliability of key economic data used by policymakers and investors. Green also explores the growing debate over how multinational corporations structure and tax profits generated from AI.======== Schwab Network ========Empowering every...

Sheraz Mian previews a potentially strong Q2 earnings season for banks, driven by healthy consumer banking activity, trading revenues, and improving loan demand. He also examines slowing delinquency growth and highlights why sectors such as energy, transports, autos, medical, and consumer discretionary may face a tougher earnings outlook.======== Schwab Network ========Empowering every investor an...

Seagate (STX) gets an upgrade and Western Digital (WDC) sees a price target hike from Wells Fargo. Diane King Hall explains how it signals a continuing trend in analyst optimism as SK Hynix readies its debut on the Nasdaq Friday. She also notes an upgrade in Shopify (SHOP) from Stifel and a rally in Circle (CRCL) shares after the U.S. approved a new crypto bank for the company. ======== Schwab Net...

SK Hynix's debut on the Nasdaq as an ADR makes it "different" from a usual IPO, says Kevin Hincks, who tells investors to brace for a volatile U.S. opening for the South Korean tech giant. It comes as the AI memory trade remains red-hot, seen in stocks like Micron (MU) and SanDisk (SNDK). Kevin also touches on comments from the IEA that world oil demand will see its first annual decl...

The Dow Jones Industrial Average closed above 53,000 for the first time this week but pulled back in the following sessions. Glenn Dorsey believes the metric still shows stock momentum remains strong. He discusses the economic outlook, earnings season, small-cap growth opportunities, the Fed's next moves, and what lies ahead for the Mag 7.======== Schwab Network ========Empowering every invest...

Citigroup sees Toll Brothers (TOL) outperforming in a K-shaped housing recovery, with the firm issuing an upgrade for the company. Rick Ducat shows that Toll Brothers has outperformed its peers and breaks down the volatile trading action seen in recent weeks. He then offers an example options trade for the homebuilder stock. ======== Schwab Network ========Empowering every investor and trader, eve...

"In the end, it always comes down to fuel" when it comes to airline earnings, says David Nelson. He explains how Strait of Hormuz volatility hits companies like Delta Air Lines (DAL) after the company posted an earnings beat. David notes Delta's premium customers offering insulation for strength, though he expects competitors to catch onto the trend. He outlines how the headwinds and...

The case for the Fed to ease interest rates "is not there," says Gina Martin Adams, arguing inflation has too much uncertainty to warrant a cut. She also outlines a situation in the bond market she believes fixed income investors are not prepared for. Gina adds that small caps and "riskier" equities will face certain pressure from a tentative interest rate hiking cycle. =======...