Schwab Network

While markets focus on Micron (MU), SanDisk (SNDK), and SK Hynix's debut on the Nasdaq, Ben Watson of Charles Schwab turns to a stock that hasn't been in the headlines as much: Seagate (STX). He talks about the upgrade it got from Wells Fargo and highlights key trends in the stock chart to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscri...

While tech stocks have seen some pressure throughout the week, Tom White says that money has moved elsewhere on Wall Street. He argues the rotation offers more strength for markets going forward. One company debuting in the U.S. today: SK Hynix, which will trade on the Nasdaq under the symbol SKHY. Tom explains how the ADR shakes up the AI memory trade. He then turns to the skies and discusses Del...

Micron (MU) has made a 12-digit pledge to U.S. tech over the next decade. SK Hynix sets the stage for its U.S. IPO. Trading in Meta Platforms (META) turned volatile on the session with its latest the plans. Marley Kayden talks about the biggest headlines moving markets Thursday. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute ne...

Paramount Skydance's (PKSY) plans to merge with Warner Bros. Discovery (WBD) face regulation roadblocks, causing shares in the former to fall. On the macro front, a decrease in existing home sales and jobless claims offer more economic insight. Marley Kayden and Sam Vadas highlight their top takeaways for Thursday's trading session.======== Schwab Network ========Empowering every investor...

CFRA’s Garrett Nelson examines PepsiCo’s (PEP) rare earnings miss and the margin pressures weighing on results, while noting the company reaffirmed its full-year guidance. He discusses how aggressive post-pandemic price increases hurt demand, why consumer staples appear undervalued, and how PepsiCo’s push into healthier snack and beverage brands could support future growth.======== Schwab Network...

A tech rotation out of South Korea is the main reason Henry Greene sees pushing Chinese interest stocks higher. Those rallies are seen in names like Alibaba (BABA), JD.com (JD), and Baidu (BIDU). The question now lies in margins and whether these companies can hold stock strength by backing it up on their balance sheets. Henry talks about his expectations for these companies he believes are in the...

Philip Blancato, CEO of Ladenburg Thalmann Asset Management, argues the U.S. economy remains resilient, supported by strong corporate earnings and continued AI-driven investment. He highlights opportunities in small caps, municipal bonds, commodities, and industrial companies benefiting from the broader spillover effects of AI spending, while making the case for a long-term materials super cycle.=...

Jon Adams, CIO at Calamos Wealth Management, discusses the disconnect between consumer sentiment and rising equity markets, noting that higher-income households continue to spend while lower-income consumers face inflationary pressures. He highlights rising debt and mortgage delinquencies as areas to watch, outlines risks that could threaten the rally, and emphasizes diversification across public...

Mary Jane Matts of North Square Investments explains how the North Square Disciplined Value ETF (NSIV) identifies undervalued large-cap companies through fundamental analysis rather than simply targeting cheap stocks. She discusses the growing role of mega-cap tech names like Apple (AAPL) and Microsoft (MSFT) in value indices, highlights opportunities in financials, and shares an optimistic market...

SK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman expects rampant demand for the debut as AI memory supply constraints remain in focus. He explains how the company fits into the greater AI trade alongside chipmakers like Nvidia (NVDA) and AMD Inc. (AMD). Brendan Burke offers his insights into the AI memory space and weighs whether SK Hynix can become a leader in the industry. He bel...

With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META) not showing any signs of slowdown, Melissa Otto makes the case that there's much more room for the AI trade to run. One of the biggest beneficiaries she sees from the boom: AMD Inc. (AMD). Melissa expects upward revisions in data center revenue in AMD's earnings early next month. Competition fr...

Charles Schwab's Adam Lynch argues that Bitcoin’s recent rally is more of a relief bounce driven by softer jobs data and easing macro fears than a lasting trend reversal. He discusses Michael Saylor’s latest Bitcoin sale, the challenges facing U.S. crypto legislation, and why Hyperliquid’s HYPE token has emerged as one of the sector’s standout success stories.======== Schwab Network ========Em...

VanEck’s David Schassler argues that markets are transitioning from a focus on efficiency to one centered on resilience, creating opportunities in commodities, energy, metals, and other scarce assets. He explains why gold, natural resources, and infrastructure investments could benefit from structurally higher inflation and growing demand from technologies like AI.======== Schwab Network ========E...

LikeFolio’s Megan Brantley examines consumer sentiment trends ahead of Delta Air Lines’ (DAL) earnings, noting that demand and DAL’s stock have moved in tandem. She highlights strong growth in premium and business travel, which has helped Delta and United Airlines (UAL) gain an edge over competitors, while remaining cautiously bullish given Delta’s nearly 80% stock gain over the past year.========...

Jenna Stauffer and Suzanne Miller examine the growing divide in the U.S. housing market, where luxury home sales are benefiting from stock market gains, AI-driven wealth creation, and cryptocurrency profits while affordability challenges weigh on the broader market. They discuss why Louisville and Indianapolis stand out and what inventory levels, interest rates, employment trends, and consumer con...

For today's Big 3, Dan Deming turns to three stocks he sees fitting the theme of a broadening market as investors rotate out of AI and offer strength for other sectors. He explains why he sees opportunities in UnitedHealth (UNH), Coca-Cola (KO), and Johnson & Johnson (JNJ). Dan offers example options trades for his picks while Rick Ducat highlights ley support and resistance levels to watc...

Jason Kim, CEO of Firefly Aerospace (FLY), explains how the company has become involved with NASA's SkyFall mission that serves as a stepping stone to put humans on Mars. He talks about why this partnership and other contracts serve as strategic moves for Firefly as competitors like SpaceX (SPCX), Rocket Lab (RKLB) and AST Spacemobile (ASTS) make their mark in the space race. ======== Schwab N...

Suzanne Porske examines the three themes that shaped the first half of the year—SI, interest rates, and the search for quality companies. She explains how the ongoing wealth transfer from baby boomers is creating opportunities in infrastructure, energy, banking, and healthcare, while emphasizing diversification, estate planning, and long-term financial security.======== Schwab Network ========Empo...

Despite the June jobs report coming in weaker than expected, Charles Schwab's Kevin Gordon considers the inflation story the main focus of the Fed's forward momentum. He urges investors pay attention to the impact it will have on American wallets, as a significant shift in wages will push the Fed toward stronger interest rate hikes. When it comes to markets, Kevin talks about the "MUS...

Jordan Rizzuto explains how rising oil prices and strength across commodities are creating a fresh inflationary impulse in the U.S. economy. He discusses the long-term bull case for base metals driven by AI and infrastructure demand, and why supply-side inflation presents a unique challenge for the Fed.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe...

Danielle DiMartino Booth calls the first FOMC minutes under Kevin Warsh "clean" as most Fed members expressed clear stances on energy's inflationary impact. She discusses where she sees those inflationary pressures hitting Americans the most, from the grocery store to travel costs. As Danielle explains, it likely will lead big banks to lend less money to consumers. She also talks abo...

Shares of Salesforce (CRM) can't seem to catch a break, with Diane King Hall pointing to a downgrade from Keybanc pressuring the stock as it struggles to break free from a downtrend. On the earnings front, PepsiCo (PEP) showed international growth though price action fizzled on the report. Diane also talks about Levi Strauss (LEVI) and its earnings beat.======== Schwab Network ========Empoweri...

Bridgeway Capital Management’s Co-CIO, Elena Khoziaeva, discusses a broadening market rally beyond mega-cap stocks, highlighting strength in small caps, international markets, and key sectors like financials and industrials. She also explains why investors remain focused on earnings despite geopolitical and oil market volatility.======== Schwab Network ========Empowering every investor and trader,...

Kevin Hincks believes calls headlines on the U.S.-Iran war "messy," urging investors to brace for volatility to continue hitting Wall Street. It also comes as tech experiences a pullback with AI chips and software seeing a divergence in price action. Kevin also talks about the latest jobless claims report that came in slightly below expectations. ======== Schwab Network ========Empowerin...

GSR's Andy Baehr talks about crypto lending rates and their impact on Bitcoin and other cryptocurrencies as activity in the space lags. He believes a rise in demand for leverage and/or interest rate easing from the Fed will signal a rebound. On institutional trends, Andy explains how JPMorgan Chase (JPM) and other big banks getting into the space raises green flags for future momentum. That sa...