Schwab Network

RDS Wealth CEO Dale Smothers explains why he believes the S&P 500 (SPX) can reach 8,000 despite near-term volatility. He discusses buying opportunities in Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), and Palantir (PLTR), while warning that investors are underestimating China's push for African mineral resources and its implications for the AI race. ======== Schwab Network ======== Empowe...

Matt Tuttle can't quite pronounce the name of Eli Lilly's (LLY) oral weight-loss drug, but that doesn't stop him from understanding its significance to the healthcare company's future. He reacts to the increased attention on the overall sector and compares LLY to other names like Hims & Hers (HIMS). Later, Tom White composes a put vertical example options strategy for LLY. ====...

Alex Coffey looks at the post earnings reaction to AMD's (AMD) beat and calls it a "fight amongst the family" referring to its drop despite positive numbers. He and Sam Vadas dive into the AI chipmaker's latest quarterly figures, putting the year-over-year gains into context. Later, Scott Bauer provides an example trade for AMD following the earnings print. ======== Schwab Networ...

With the markets notching new highs, Nate Peterson and Kasey McCurdy join Sam Vadas to make sense of the momentum fueling recent performance. Nate says "everything about this market is tied into earnings." Kasey adds context to yearly returns investors have seen in the past 3 years, saying it tracks for what a 7-year return using the rule of 72 should be, calling it "an incredible p...

Fritz Folts warns that rising long-term treasury yields have historically preceded major market downturns. He explains why higher borrowing costs could eventually pressure tech valuations and discusses opportunities in short-duration assets, gold, and commodities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

Ben Cook says the prospects for peace in Iran should continue to weigh on crude oil prices. He recognizes the back and forth in messaging between U.S. and Iranian officials has led to volatility in energy trading, but stresses the desires on both sides to reopen the Strait of Hormuz for economic purposes. He adds context to President Trump's calls on major oil producers to cut gas prices. Amon...

Diane King Hall delivers the latest insights on several earnings movers, including Shopify (SHOP) which ripped to its highest levels since January. For Booking (BKNG), Diane examines the double beat for the travel and leisure stock. Meanwhile, Arista Networks (ANET) shares soared higher after topping both the top and bottom line. ======== Schwab Network ======== Empowering every investor and trade...

David Kudla argues against the notion of an irrational rally taking place in markets. He points to outstanding earnings growth that has far exceeded initial expectations. David compares and contrasts the current market to the dot-com era, emphasizing that today's hyper-scalers boast fortress balance sheets and robust earnings. Kudla highlights Palantir (PLTR) as a prime example of a company th...

Kevin Hincks and Nicole Petallides look at AMD (AMD) and SpaceX (SPCX) earnings as both highly-anticipated names are in the red after earnings. Despite that, overall equity futures are indicating a higher open Wednesday. Kevin stresses the importance of this week's labor market data, in particular Friday's jobs print, as something investors should pay close attention to this week. ========...

SanDisk (SNDK) reports earnings after the close. The memory stock has been on a tear since it split from Western Digital (WDC) and Rick Ducat examines the chart levels to pay attention to prior to its report. Later, Rick demonstrates an example options trade using a call butterfly strategy. He explains the bullish nature of the trade, but notes that the options are "quite pricey." ======...

With the S&P 500 (SPX), Dow Jones ($DJI) and Russell 2000 (RUT) hitting all-time highs, Cameron Dawson joins Morning Movers to dissect the market conditions leading to the rise. She looks at the Mag 7 group with a 33% weighting in the SPX as a key group, particularly Alphabet (GOOGL) with notable investments in new AI companies. On the overall earnings season, Cameron cautions investors that 2...

Rebecca Walser joins Diane King Hall at the NYSE to make sense of the latest market rally. She does see a potential pullback in options activity, but stresses the strong fundamental story fueling market momentum. Rebecca says companies have adjusted their plans in light of ongoing geopolitical tensions with Iran. On the AI trade, she compares and contrasts U.S. to China approaches on open-source m...

Best Buy (BBY) gets a downgrade, with Jefferies lowering its coverage and price target to $85. Rachel Dashiell examines the chart and notes short-term choppiness with a head-and-shoulders formation taking place on a 20-day timeframe. The longer-term view "paints a different picture," adds Rachel. She identifies the momentum regime shift with RSI above 50. Rachel is closely watching BBY s...

Walt Disney (DIS) rises in premarket trading after a mixed earnings print. One highlight for the House of Mouse? Jenny Horne details the company's Parks business revenue as a possible wind behind the stock's lift. Elsewhere, Uber (UBER) share took a sharp turn downward. The ride-sharing company missed revenue estimates and provided weaker-than-anticipated guidance for its 3Q. ======== Schw...

The S&P 500 (SPX) and Dow Jones ($DJI) notched new all-time highs. Marley Kayden recaps a busy Tuesday trading session, including Palantir (PLTR) popping nearly 30% higher after earnings. SpaceX (SPCX) and AMD (AMD) provided postmarket quarterly releases with mixed results. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Marley Kayden reminds investors that positive commentary from Treasury Secy. Bessent led to a premarket rally in stocks and potentially some relief in crude oil prices. But, she also notes the chipmakers performance as a huge boost to the outperformance in the tech sector with AMD (AMD) looming after the close. ======== Schwab Network ======== Empowering every investor and trader, every market day...

A busy postmarket earnings slate keeps Alex Coffey and Marley Kayden occupied, particularly with the first-ever public earnings report from SpaceX (SPCX). The duo dive into Starlink figures, subscriber numbers and massive cash piles for Elon Musk's outer space company before turning attention to AMD (AMD). The AI chipmaker fell after an earnings beat, but announced a $5B investment in Anthropi...

Ambar Bhattacharyya joins Market on Close to explore the use of A.I. in the health care sector. He notes venture capital investors pouring money into the group, with $7.4B already headed to the health care sector so far in 2026. Ambar discusses the use-case of A.I. in medical fields evolving from administrative tasks to clinical augmentation and automation. ======== Schwab Network ======== Empower...

Jason England says the latest JOLTS report points to a stable labor market, giving the Fed more room to focus on inflation. He discusses the risks of long-duration bonds in a volatile rate environment and highlights treasury option income as a way to capture volatility and boost yield without adding credit risk. ======== Schwab Network ======== Empowering every investor and trader, every market da...

David Siemer still sees a chance the CLARITY Act gets passed in Congress, but admits it is not a great chance. He addresses the pullback in Bitcoin calling it a "reversion to the mean" as well as the perceived winners in on-chain tokenized solutions like Ethereum. David also weighs in on Michael Saylor and Strategy's (MSTR) decision to sell some of its Bitcoin holdings. ======== Schw...

YieldMax's Mike Khouw discusses several ETF products that tap in to AI and semiconductor themes. He explains the differences in harvesting options premiums and how investors can find exposure levels vary from each ETF. Mike explains reasons why an investor would choose an ETF as opposed to the single stock route. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Greg Portell and Bryan Gildenberg discuss McDonald's (MCD) earnings and the growing importance of value for consumers navigating economic uncertainty. They highlight stronger international performance, rising consumer stress in the U.S., and why chains like McDonald's and Taco Bell are benefiting as shoppers prioritize affordability and convenience. ======== Schwab Network ======== Empower...

Hendi Susanto visits Nicole Petallides at the NYSE set to preview AMD (AMD) earnings. He believes Lisa Su's company is looking to evolve from just a chip provider to a full stack provider for AI infrastructure use. Hendi says investors should look for data center revenue figures and its AI accelerator business scalability in the report. Lastly, he is eager to hear from management on rising mem...

Alex Roy says investors need to pay attention to free cash flow and see if operating cash flow improvements reveal themselves in SpaceX (SPCX) earnings. The Elon Musk company releases its first earnings report as a publicly traded company after Tuesday's close. Aside from earnings, Alex says this company should be viewed as a telecommunications infrastructure play. He likes the vision of the c...

Patrick Kellenberger discusses the evolving U.S. labor market, where hiring has slowed even as job openings remain elevated and layoffs stay contained. He explains how AI is reshaping entry-level roles and why workers must embrace upskilling and AI adoption to stay competitive. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...