Schwab Network

Tim Biggam turns to three stocks he believes have overextended moves in recent trading session. To the upside: Micron (MU), which has rallied over 40% in the last month. To the downside: ServiceNow (NOW) and Avis Budget Group (CAR). Tim backs his analysis with example options trades while Rick Ducat highlights key support and resistance areas in the charts. ======== Schwab Network ======== Empower...

Tony Zhang is impressed with the resilience markets have shown despite heaps of geopolitical uncertainty centered around the Strait of Hormuz. He explains how he's watching headlines to navigate future market moves. When it comes to his options plays, Tony labels Micron (MU) as a stock he sees as undervalued and offers a bullish example options trade. As Bitcoin rebounds, he outlines another b...

Matt Maley breaks down why American Express (AXP) is sliding after earnings, pointing to the K‑shaped economy, cautious guidance, and technical resistance near the 200‑day moving average. Looking ahead to Visa (V) and Mastercard (MA), George Tsilis outlines a neutral‑to‑bullish options strategy in AXP as asset quality and loan provisions stay in focus. ======== Schwab Network ======== Empowering e...

In-line jobless claims and strong PMI prints give Kevin Green confidence in a U.S. economy making resilient steps forward. Where he's not confident: the software sector. He points to weakness in ServiceNow's (NOW) earnings causing some panic and explains why Microsoft (MSFT) serves as a bellwether for software. However, KG notes hardware's lasting rally, helped by earnings from Texas I...

Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF). He highlights China A.I. plays including Alibaba (BABA) and Tencent (TCEHY), along with longer‑term opportunities in Brazil energy and MTN Group (MTNOY). ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Charles Schwab's Joe Mazzola explains how investors are adapting to a "defensive-led" market into a strong risk-on pivot. The AI trade's strong rally into overbought territory is something he's watching, as he sees a notable pullback being stronger than many investors expect. Joe looks into market breadth to explain his concerns. On Intel (INTC), Joe makes the case that the s...

Wedbush believes Intel (INTC) shares may be priced to perfection as investors pile into the stock on bullish AI and foundry expectations. Marley Kayden previews the company's earnings after Thursday's closing bell and weighs it against valuations and growing optimism. Joe Tigay offers an example options trade for Intel. ======== Schwab Network ======== Empowering every investor and trader,...

Jacob Pozharny says record highs in the S&P 500 and Nasdaq make a case for market‑neutral strategies, pointing to the Bridgeway Global Opportunities Fund (BRGOX). He adds that sentiment matters more than valuation for NVIDIA (NVDA) and Microsoft (MSFT), while Middle East tensions are driving dislocations in energy and shipping. ======== Schwab Network ======== Empowering every investor and tra...

Diane King Hall highlights the earnings slate moving the stock market to start Thursday's trading session. She starts with ServiceNow (NOW) pointing to headwinds amid continuing Middle East tensions. Diane turns to winners in American Airlines (AAL) and United Rentals (URI), with the latter of which leading the S&P 500 (SPX). ======== Schwab Network ======== Empowering every investor and t...

Gerald Sparrow says geopolitical volatility in the Middle East is creating a “buy the dip” setup for long-term investors, supported by a U.S. economy growing north of 2%. He highlights JPMorgan Chase (JPM) and Alphabet (GOOGL) as beneficiaries of deregulation and A.I. adoption, while heavy capex from Tesla (TSLA) boosts semiconductors like Broadcom (AVGO). Sparrow also expects easing inflation by...

Headlines saying that President Trump has ordered the U.S. military to attack any boats laying mines in the Strait of Hormuz sent a brief shock through markets ahead of Thursday's trading session. Kevin Hincks explains how the shifts in sentiment will continue to affect stock and commodity futures. He later focuses on earnings through Tesla (TSLA) and the sell-off in shares after raising CapEx...

Intel's (INTC) strong outperformance into Thursday's earnings lead Rick Ducat to analyze the stock's compared to tech peers. Examining the one-year chart, he shows how steep the rally was and explains how it plays into his example options trade for Intel. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable...

George Kailas, CEO and founder of Prospero.ai, talks about how he sees market dynamics shaping around the AI narrative. He points to headlines surrounding Claude and Figma's (FIG) sell-off to highlight how disruption fears continue to linger. George notes Allbirds' (BIRD) sudden AI pivot as an example of companies chasing the trend to capitalize on tech. ======== Schwab Network ======== Em...

Larry Werther talks about where he sees strengths and weakness on both sides of the Fed's dual mandate. AI in the workspace is something he doesn't see affecting employment short-term, though he believes some displacement will happen for white collar workers over time. On the inflation front, he suggests it depends on the Strait of Hormuz reopening. Larry explains how he sees it all playin...

Netflix (NFLX) announced $25 billion more in share buybacks. Kevin Horner of Charles Schwab analyzes the streaming giant's stock when it comes to price action to show what levels bull need to hit to gain more traction on the headline. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tra...

A report now proven false stating that the U.S. launched an operation in Oman sent overnight futures plunging before a quick reversal. Kevin Green makes the case that it shows how fragile markets are to headlines. He urges caution even as Big Tech flexes strength in the U.S. and overseas. On the earnings front, KG explains how analysts are divided on Tesla's (TSLA) outlook looks into IBM Corp....

Incoming Fed Chair Kevin Warsh is someone Charles Schwab's Nathan Peterson sees as dovish and pro-crypto. He talks about Warsh's commentary during Tuesday's Senate testimony that flash green lights for crypto bulls. Other bullish indicators flash in Bitcoin and Strategy's (MSTR) technicals, as Nate highlights points of strength backing moves higher in each. ======== Schwab Network...

There's a lot of tech earnings to discuss in Wednesday's earnings after the closing bell, led by Mag 7 giant Tesla (TSLA). Marley Kayden, Sam Vadas, and Kevin Green break down the company's beat and slew of updates regarding robotaxi. Also on the panel's radar: Texas Instruments (TXN), Lam Research (LRCX), IBM Corp. (IBM) and ServiceNow (NOW). ======== Schwab Network ======== Empow...

Products tied to South Korean markets like the iShares MSCI South Korea ETF (EWY) climb to new all-time highs. In the states, Coinbase (COIN) faces a lawsuit from the state of New York. Marley Kayden and Sam Vadas turn to their top takeaways from Wednesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

Mavik CEO Vik Uppal warns that markets at all‑time highs are masking rising liquidity stress beneath the surface. He points to cracks in private credit, pressure in commercial real estate, and the pullback of Middle Eastern capital as risks that could force asset repricing. With liquidity thinning and valuation resets still early, Uppal says the range of possible outcomes for risk assets is wideni...

Peter Krull says the narrowing cost gap between gas‑powered and electric vehicles is driving renewed consumer interest, even as federal incentives fade. He notes that high fuel prices, home charging economics, and growing used inventory are supporting demand for Rivian (RIVN) and Tesla (TSLA). Krull also highlights growing opportunities in power‑grid resilience and infrastructure, adding that rene...

Boeing (BA) is gaining momentum as production stabilizes and strong defense demand improves its credit outlook. Ben Tsocanos says commercial deliveries and deep defense backlogs are helping offset balance‑sheet concerns. Luke Lloyd adds that following government spending favors names like AeroVironment (AVAV), Palantir (PLTR), and Intel (INTC), pointing to a broader tailwind for defense, industria...

Tesla's (TSLA) core business is facing issues with its EV inventory build-up, says Hatem Dhiab, as customers in Europe and the U.S. seem to have their eyes on related automobiles. Another issue he has with the Mag 7 company: a lack of execution on AI and robotaxi promises made years ago. Hatem highlights his hopes for Tesla's earnings after the close Wednesday. ======== Schwab Network ====...

Charles Schwab's Kevin Horner says markets are getting thinner near all-time highs, but adds that sometimes, it's best not to fight the trend. He highlights bullish and bearish trends in the S&P 500 (SPX). Kevin turns to stocks in D-Wave Quantum (QBTS) and First Solar (FSLR) to shed a light on equities he sees have big moves after crossing key technical trends. ======== Schwab Network...

Rachel Springate says the venture capital market is shedding undisciplined capital, setting the stage for a more selective investment cycle. She highlights mispriced opportunities in women’s health and elite sports, where years of underinvestment have created valuable proprietary data advantages. As AI matures, Springate argues these data‑rich private markets may offer stronger defenses than publi...