Schwab Network

George Tsilis breaks down Advanced Micro Devices (AMD) earnings, noting that higher-than-expected CapEx is raising concern. Despite that, buying activity has picked up, pushing the stock back into positive territory. He says the market is balancing growth investment worries with renewed demand. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tr...

Kevin Green reports a revenue beat from Strategy (MSTR), emphasizing that long-term value comes down to total bitcoin holdings and as crypto adoption grows, Strategy is likely to move alongside with it. He says Lumentum (LITE) is trading at an all time high and continues to see strong demand particularly in the chip sector. ======== Schwab Network ======== Options involve risks and are not suitabl...

Zed Francis breaks down what's driving the ongoing rally in semiconductor stocks, highlighting the contrast between less cyclical leaders like Nvidia (NVDA) and more volatile memory names. He explains how rising market confidence is extending earnings "cliffs," driving sharp gains while emphasizing the importance of volatility trends across the sector. Francis adds that credit market...

Timothy Chubb, CIO at Girard, warns that AI infrastructure is driving the bulk of economic growth, masking a more uneven market backdrop. He highlights rising volatility, questions around funding AI spending, and the need to rotate from crowded trades like Micron (MU) into undervalued names such as S&P Global (SPGI). ======== Schwab Network ======== Options involve risks and are not suitable f...

Amira Valliani discusses Meta Platforms (META) offering stablecoin payouts for creators on the Solana (SOL) blockchain. While still experimental, she notes that major global companies are increasingly exploring the use of stablecoins. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v...

Nick Raich and Eric Clark discuss PayPal's (PYPL) post-earnings pressure, highlighting rising competition from Apple Pay and Google Pay. Nick notes it was a strong stock a decade ago, while Eric argues that acquisitions and a lack of clear growth catalysts have turned it into a value trap. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tra...

Kim Forrest discusses Intel (INTC) hitting another all time high and improving fundamentals amid rising AI chip demand. She notes AMD's lower price point is attractive for AI compute and its growing competition with Intel and Nvidia (NVDA), while Apple (AAPL) also pushes chip innovation. "I think we're at the beginning of AI making a meaningful impact in all of our lives," she sa...

Ryan Detrick of Carson Group pushes back on the “Sell in May” narrative, arguing strong earnings and a resilient labor market are keeping the S&P 500 (SPX) supported. He highlights an “everything rally” spanning international stocks and small caps, while favoring a barbell approach despite ongoing inflation and Fed concerns. ======== Schwab Network ======== Options involve risks and are not su...

Andy Swan breaks down AMD's (AMD) latest earnings, calling the company's execution strong with powerful tailwinds behind it. He describes AMD as an "absolute monster runner" but notes that key website levels are slipping from their peak. "AMD may be due for a breather," he said. ======== Schwab Network ======== Options involve risks and are not suitable for all investor...

Owen Carr and Christopher Davis break down why Shopify (SHOP) shares are falling despite strong earnings. They discuss uncertainty around future sales drivers and shifting market conditions. Christopher says he's not surprised by the reactions we're seeing in Shopify shares and Owen says it will take a long term area where Shopify will increase their inversion. The conversation also highli...

Joe Tigay takes us through today's big 3 trades. He says Apple (AAPL) was slow out of the gate but is turning the threat of AI into a massive upgrade for their system, Alphabet (GOOGL) got off to a slow start in the AI race but rebranded quickly, and Nvidia (NVDA) as they "remain the biggest name in AI," Joe said. Rick Ducat takes us through the key technicals in the stock charts. ==...

Palantir (PLTR) is sliding after earnings as investors look past strong results to rising competition from AI-native rivals. Anna Rathbun of Grenadilla Advisory explains how shifting sentiment, multiple pressure, and intensifying rivalry—from Nvidia (NVDA) to hyperscalers building in‑house tools—are reshaping the AI investment landscape and forcing legacy software firms to adapt. ======== Schwab N...

The S&P 500 continues climbing toward record levels, driven by strong earnings, massive AI capital spending, and a complicated geopolitical backdrop, according to Tim Nyland of Synergy Asset Management. He explains why valuations still make sense, how the AI investment cycle has further room to run beyond mega‑caps, and why early signs of consumer demand destruction could introduce volatility...

Hendi Susanto highlights AMD's edge in capacity and data center growth driven by AI. George Tsilis says the trend remains very bullish despite Intel pricing moves. With call options expensive, traders are looking for cheaper ways to stay in the trade. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Docum...

Palantir (PLTR) is under pressure Tuesday morning despite beating earnings expectations and raising forward guidance—highlighting investor concerns beneath the surface. Marley Kayden breaks down the key numbers and explains why traders are selling into strength, even as revenue remains solid. Then, Tim Biggam of PilotAI outlines an example options trade designed to capitalize on PLTR’s recent trad...

Nate Peterson breaks down bullish momentum in AI stocks, highlighting Micron (MU) and SanDisk's (SNDK) continued strength in the chip sector. He also examines market risks, including the limited consumer impact of rising oil prices and U.S.-Iran tensions. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure D...

Kevin Green breaks down mixed economic signals, noting job data distortions post COVID and a shifting but resilient housing market. He highlight's Micron's (MU) momentum and calls Nvidia (NVDA) the key catalyst holding trends together. Meanwhile Microsoft (MSFT) and Meta Platforms (META) are lagging behind. ======== Schwab Network ======== Options involve risks and are not suitable for all...

Market resilience remains front and center as the Nasdaq pushes to new records despite geopolitical tension and shifting rate expectations. Jake Dollarhide of Longbow Asset Management discusses Intel’s (INTC) sharp rally tied to leadership changes and its role in reshoring chip supply alongside Samsung and TSMC (TSM), while noting how the AI trade is expanding into industrials and utilities like C...

Diane King Hall breaks down why markets are opening higher, with Anheuser Bush (BUD) leading a rally as beer demand shows strong resilience. Meanwhile Shopify (SHOP) and PayPal (PYPL) dips despite earnings beats. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering every...

Rebecca Walser explains why the AI wave will dominate the Mag 7 and reshape how we live, work, and earn over the next two years. Markets could rise with easing oil, gold staying strong, and crypto accelerating in the future. Her favorite picks include Intuitive Surgical (ISRG), Credo Technology (CRDO), and Comfort Systems (FIX). "They're all tied to the AI boom," she said. ======== S...

The old “sell in May” playbook is giving way to a market strategy focused on the massive AI infrastructure buildout, according to Kevin Mahn, President and CIO of Hennion & Walsh Asset Management. He highlights the Air 7, a diversified alternative to the Magnificent Seven, targeting the full AI ecosystem—from semiconductors like Micron (MU) and Taiwan Semiconductor (TSM) to power and data‑cent...

Kevin Hincks breaks down how futures markets are interpreting rising tensions in the Strait of Hormuz—and why oil prices may still trend lower this year. He also highlights the importance of the JOLTS report for the Fed outlook and previews key earnings ahead, including Advanced Micro Devices (AMD) and Walt Disney (DIS). ======== Schwab Network ======== Options involve risks and are not suitable f...

Firefly Aerospace CEO Jason Kim joins to discuss the company’s latest earnings, its successful commercial moon landing, and its role in the U.S. “Golden Dome” defense initiative. Kim explains how commercial space companies are increasingly complementing the U.S. defense industry, the growing role of AI in next-generation defense systems, and Firefly’s partnership with Nvidia. ======== Schwab Netwo...

Advanced Micro Devices (AMD) heads into earnings just off all-time highs, setting up a key moment for traders. Rick Ducat breaks down the technical picture, highlighting the levels that could define the next move. With momentum still intact, he outlines a bullish example trade designed to capture a moderate upside move. ======== Schwab Network ======== Options involve risks and are not suitable fo...

Joanne Bianco of BondBloxx ETFs explains how ongoing U.S. economic resilience is reinforcing the case for credit markets. Bianco highlights both high-yield and investment-grade bonds as areas of opportunity, with expectations they could continue to outperform. She also favors intermediate-duration bonds in the 5–7 year range, offering a balanced approach between yield and interest rate risk. =====...