Schwab Network

A subdued VIX and a still-strong call-buying mentality in options suggest that seasonal September weakness won't come as much into play this year, says Cameron Dawson. Even if there is a notable pullback, Cameron sees it as a buying opportunity. She points to earnings growth curbing S&P 500 (SPX) valuations as a key signal that the stock market remains resilient even as crude oil and Treas...

Rachel Dashiell of Charles Schwab says shares of Dell Technologies (DELL) will likely "come back and kiss support" after a sharp post-earnings rally. She takes investors through the 20-day and one-year stock charts in Dell to show why bears have a chance to claw into recent momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Crude oil hit $95 for the first time in three months as overnight strikes on Iranian oil tankers from U.S. forces demonstrates longevity in the U.S.-Iran war. Kevin Green details what he believes will happen with oil prices and tells investors to brace for further volatility. He turns to equities by discussing Meta Platforms (META) and its new Muse personal AI agent, the announcement of which igni...

Qualcomm (QCOM) surged after inking a new deal with Amazon (AMZN) — as did Corning (GLW) when it reached a new partnership with Verizon (VZ). Novartis (NVS) shares sold off when its phase 3 trial results of a key drug showed no significant results. Marley Kayden has more on the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

HSBC raised its target for the S&P 500 (SPX), though stocks face a challenging macro environment seen during Labor Day weekend and all-time high national average gas prices. Marley Kayden takes investors through her top takeaways for Tuesday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader, every market day....

Anthony Pompliano, founder and CEO of Professional Capital Management, sits down with Sam Vadas to discuss the biggest topics he believes investors need to watch in the coming months and years. He weighs if U.S. earnings growth is enough to push back rising debt and offers his take on what can cause the next market crisis. Anthony turns to the crypto space through Bitcoin's recent rally and ga...

"$90 a barrel is tolerable for the global economy," says Stewart Glickman when referring to crude oil prices, though he believes consistency above $100 will create substantial pressure. He adds that even current prices aren't sustainable long-term. Stewart points to attacks on Saudi oil infrastructure as a significant headwinds to restoring previous trading volume through the Strait...

Convexitas's Zed Francis analyzes the unusual divergence between historically low index volatility and elevated single-stock volatility, particularly in the semiconductor sector. He warns of a "coiled spring" effect in index volatility and cautions that private credit markets could be the trigger for the next volatility shock. ======== Schwab Network ======== Empowering every investo...

Ray Salmond says "we're back to square one" with the Bitcoin debasement trade. He discusses why certain "narratives" on the cryptocurrency push prices higher while others drag it down — and how the Crypto Act has contributed to both sides of that story. For Bitcoin to stay above $80,000, Ray believes it needs sustained ETF inflows to restore sustained confidence in the cryp...

Polen Capital's Drew Cupps discusses PCSG, the firm's small-to-mid-cap growth ETF, which combines fundamental, technical, and thematic disciplines. He highlights the enduring power of AI and electrification themes, noting that small and mid-cap companies are crucial enablers for larger tech names like Microsoft (MSFT) and Nvidia (NVDA). ======== Schwab Network ======== Empowering every inv...

Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap...

Adobe (ADBE) remains in the spotlight of AI disruption discussions. Stephen Sopko says Thursday's earnings report will set the bar for forward expectations, pointing to how Adobe's product suite can capitalize on cloud growth and existing customers. He believes the software company's products are great but growth will come down in explaining how it can justify prices. ======== Schwab N...

LikeFolio's Megan Brantley discusses Casey's General Stores' (CASY) expansion plans, including new stores and menu items like wings, and their potential impact on margins. Diane King Hall and Kevin Hincks note that strong demand and consumer loyalty signal a bullish case, though a high valuation following a recent pullback tempers expectations. ======== Schwab Network ======== Empoweri...

Lisa Martin helps investors explain why GameStop (GME) had its best second quarter, per its preliminary earnings, on record despite concerns of slowing growth. Her big question for GameStop: what is the company becoming? As collectables revenue increases, Lisa says she "can't rule out" the possibility that the company will buy out eBay Inc. (EBAY). She then discusses how CEO Ryan Coh...

Carson Group's Ryan Detrick suggests that despite the Fed's hawkish tone, the Fed is still running "hot"—a dynamic that ultimately supports continued market growth. He points to a strengthening labor market, robust earnings, and rising AI spending as evidence the bull market is alive and well. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Ivan Feinseth believes Nvidia (NVDA) purchasing Hugging Face for just under $13 billion is something that accelerates the Mag 7 giant's software momentum. He says Hugging Face will add efficiency and expand the runway for future prospects. Megan Villanueva agrees that the deal will ramp AI efficiency but warns that there needs to be a greater emphasis on security. The amount of resources to po...

The Charles Schwab August 2026 STAX saw a dip from July's 4-year high, though as Joe Mazzola explains, investing trends signal more of a rotation as opposed to outright selling. Higher call-buying activity in certain stocks and the QQQ gives Joe confidence in tech's forward momentum. The energy, industrials, and utilities sectors all saw increases in buying activity as well. Joe notes Spac...

Stocks tied to the AI infrastructure buildout take Charles Moon's attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name. Charles offers example options trades for his picks while Rick Ducat takes investors through h...

Jason England of Simplify believes the Fed's hawkish tone at Jackson Hole and the latest jobs report have put a September rate hike back on the table. He warns that if the Fed hikes, it will likely be the start of a hiking cycle rather than a one-and-done scenario, and favors front-end to intermediate duration in the current environment. ======== Schwab Network ======== Empowering every invest...

Katherine Black explains how Casey's General Stores (CASY) is positioned for continued growth despite elevated gas prices, thanks to robust prepared food offerings and a loyalty program that links fuel rewards. Tom White explores a neutral to bullish short put vertical options strategy, noting the stock's recent pullback and elevated implied volatility. ======== Schwab Network ======== Emp...

Bloom Energy (BE) will join the S&P 500 (SPX) on Monday, September 21. The announcement led to a surge in shares to kick off Tuesday's trading day. George Tsilis explains how the extensive buildout of AI data centers put Bloom Energy in the spotlight which added to the firm's earnings growth. Tim Biggam turns to an example options trade for Bloom Energy's stock. ======== Schwab Net...

Cooper Howard says CPI and PPI are the two biggest metrics to watch on this holiday-shortened market week. He believes the inflation data will pave a clearer path on expectations for the Fed and interest rates. Kevin Gordon adds that if either report comes in hot, the FOMC will very likely hike, especially since the August jobs report came in much stronger than expected. However, Cooper makes the...

Ben Emons maps out the competing forces shaping inflation policy, from escalating commodity prices and geopolitical flashpoints to an internal Fed split over the rate path. He argues that supply-side measures from the administration could ease the burden on the Fed's blunt rate tools. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Luke Lloyd, CEO of Lloyd Financial Group, emphasizes that AI investment is moving beyond semiconductor "picks and shovels" toward software and "disguised hardware" companies. He points to Oracle (ORCL) and Adobe (ADBE) as standout beneficiaries of AI and robust subscription models, alongside enterprise software names like Guidewire (GWRE). ======== Schwab Network ======== Empow...