Schwab Network

Oil prices remain stable for now, but Stewart Glickman warns a supply crunch could drive a sharp spike within months. That could pressure economic growth, with higher crude prices weighing on GDP. Global tensions and supply risks keep the outlook uncertain. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in...

The labor market is shifting to a low-hire, low-fire environment, with Jordan Shapiro noting reduced mobility is weighing on wage growth as inflation outpaces pay. Companies are prioritizing long-term hiring quality over speed, supporting margins but limiting worker leverage. In a tighter job market, employees may need a more data-driven approach to maintain compensation. ======== Schwab Network =...

Nigam Arora returns to Market on Close to explain what he considers a bubble versus a mania, and talks about how they compare to the current exuberant rallies in tech. As Nigam explains, market mania can be a dangerous tightrope to walk amid aggressive bullish moves. He adds that there are opportunities for short sellers when manias lose steam in the AI trade. ======== Schwab Network ======== Empo...

April CPI came in hot, with Christopher Hodge noting persistent inflation pressures despite some softer components. That backdrop keeps rate cuts unlikely as the Fed waits for clearer disinflation signals. A resilient labor market offers some support, but deficits and supply risks leave policy stuck in a holding pattern. ======== Schwab Network ======== Empowering every investor and trader, every...

Tencent (TCEHY) is at 52-week lows, but Jeff Muhlenkamp sees a buying opportunity driven by its dominant ecosystem and payments business. He’s more cautious on JD.com (JD) and Alibaba (BABA) as price wars and weak demand pressure margins. Muhlenkamp is rotating away from tech into cyclicals like Microchip Technology (MCHP) and gold as A.I. optimism peaks. ======== Schwab Network ======== Empowerin...

Gabor Gurbacs discusses the evolving crypto landscape focusing on stablecoins, tokenization, and the modernization of global financial infrastructure. He says we're at a pivotal moment where financial systems are being rebuilt from the ground up and the industry's goal is to fundamentally reengineer markets by making more efficient infrastructure through stablecoins and tokenization. =====...

Eva Ados of ER Shares explains how her firm's Private-Public Crossover ETF (XOVR) holds $320 million shares of SpaceX ahead of the company's highly anticipated IPO. She also believes the company will be considered for inclusion in the Nasdaq-100 (NDX) and the next Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

"It's all about geopolitics right now" in the airline space, says John Deal. As crude oil prices rise amid lasting uncertainty surrounding the Strait of Hormuz, he sees airline stocks as an investment risk. John talks about how he sees the dichotomy between airline companies and crude oil shape up as the U.S.-Iran War continues. ======== Schwab Network ======== Empowering every inves...

LikeFolio's Megan Brantley previews Oklo Inc. (OKLO) earnings and discusses the growing momentum behind nuclear energy. Megan highlights improving customer sentiment and stronger AI-related earnings trends. However, the company's current unprofitable state offers a key headwinds ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

On Holding (ONON) fell despite a strong earnings beat, as investors focused on cautious guidance. Morningstar's David Swartz and Kisco Capital's Paul McCarthy highlight the brand’s pricing power against Nike (NKE) and Lululemon (LULU), along with growth in China. The pullback raises questions about whether ONON’s expansion and margin strength present a buying opportunity. ======== Schwab N...

Matt Schultz, CEO of CleanSpark (CLSK), explains how Bitcoin mining is becoming critical for the future of AI. Matt also notes how pairing Bitcoin mining with AI through data center infrastructure creates a stronger partnership between energy providers and next gen computing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Jessica Inskip walks us through today's Big 3 trades. She likes Arch Capital (ACGL) as a top tier stock in its sector, Comfort Systems (FIX) as they're becoming increasingly tied to AI infrastructure demand, and MSCI (MSCI) as it highlights record reoccurring subscriptions. Rick Ducat takes us through the key support and resistance levels to watch in the stock charts. ======== Schwab Netwo...

Dale Smothers believes the market is trading on two assumptions: AI demand continuing and the U.S.-Iran conflict coming to an end. He labels AI demand as the most important, saying we're seeing new all-time highs in the S&P 500 (SPX) because of it. "Over the past 45 days, the market has gone straight up solely due to AI demand," Dale says. ======== Schwab Network ======== Empower...

JD.com (JD) is leaning on A.I.-driven logistics and supply chain efficiency, taking a more pragmatic approach than peers. Stephanie Walter contrasts this with Alibaba (BABA), which is investing heavily in a vertically integrated A.I. and cloud stack ahead of earnings. George Tsilis outlines a neutral options strategy for BABA as volatility builds below the 200-day moving average. ======== Schwab N...

Marley Kayden breaks down Him & Hers (HIMS) after the company missed on both earnings and revenue. She explains how the end of the weight-loss drug shortage hurt their momentum, despite a rise in subscribers. Tim Biggam walks us through how to approach an example options trade for Hims & Hers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

A 10% pullback in stocks would be normal after the parabolic climb we've seen in recent weeks, says Charles Schwab's Nathan Peterson. Nate says he respects the momentum but warns it could snap like a rubber band at any sign of significant pressure. On CPI, he talks about the "creep" for consumers to get hit by inflationary pressures as the U.S.-Iran War continues. ======== Schwab...

Semiconductor stocks like TSMC (TSM), Micron (MU), and Intel (INTC) are surging, but Morningstar's Philip Straehl warns the trade looks overextended. He favors rotating into hyperscalers such as Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) for more durable A.I. monetization. Straehl also sees value in beaten-down software, payments, and broader industrials as investors look beyond the...

Kevin Green talks all about the CPI print Wall Street got Tuesday morning, with year-over-year numbers hitting May 2023 highs. He touches on everything from the headline numbers to pressures under the surface in sectors like energy, food and services. It's not just inflation keeping investors alert, with KG pointing to lasting uncertainty on the U.S.-Iran ceasefire and the Strait of Hormuz as...

Earnings momentum remains intact despite inflation and geopolitical noise, with Jeff McClean, CEO of Solidarity Wealth, pointing to AI-driven CapEx as the key market driver. Amazon (AMZN) and Alphabet (GOOGL) stand out, though he says Meta Platforms (META) faces questions on spending returns. Beyond tech, Jeff sees Bloom Energy (BE), Pitney Bowes (PBI), Booking Holdings (BKNG), and Atlanta Braves...

A hotter CPI print is fueling inflation concerns, with Ben Emons pointing to pressure in food and energy tied to geopolitical risks. That could keep the Fed on hold and push the 10-year yield toward 4.70%, weighing on stocks. Focus now shifts to the U.S.-China summit, with implications for Apple (AAPL), Tesla (TSLA), BlackRock (BLK), Visa (V), Boeing (BA), and GE Aerospace (GE). ======== Schwab Ne...

Diane King Hall talks about notable earnings movers as markets open lower. Hims & Hers (HIMS) fell after a surprise loss as U.S. sales decline. Diane also touches on AST SpaceMobile (ASTS) as it faces pressure from a double miss. On Holding (ONON) did better than expected but shares still slid after earnings. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Both headline metrics in the CPI are high but in line with Wall Street estimates. Kevin Hincks outlines numbers underneath the headline driving the price climb, from energy and food to auto sales. He shares some concern in how the spike in energy prices can create a ripple effect in other sectors. President Trump's labeling of the U.S.-Iran ceasefire being on "life support" is the in...

Andrea Baumann Lustig, author of "Legacy on the Line," talks about the blind spots she sees in financial planning. Most of the blind spots she finds are among family dynamics and keeping financial conversations moving between generations. Andrea outlines how families can navigate these issues. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Nebius (NBIS) reports earnings before Wednesday's opening bell. Shares walk a tightrope after rallying 120% so far in 2026. Rick Ducat highlights an upward channel for investors to watch but notes a slowdown in bullish momentum. He also offers an example options trade for Nebius. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Brian Mulberry talks about the risks he sees under the surface of the stock market's all-time high run. Circular financing among the Mag 7 is a prime focus of Brian's concerns due to concentration risk despite signs of growth. He urges investors to diversify into other sectors that are beaten down or can indirectly benefit from AI demand. Brian picks Dell Technologies (DELL), Microsoft (MS...