Schwab Network

Marc Dizard, CIO at Huntington Bank, shares his bullish outlook for the second half of the year, citing strong earnings, a healthy consumer, and growing AI adoption. He also discusses inflation, Fed expectations, and portfolio holdings including Vertiv (VRT), ServiceNow (NOW), CrowdStrike (CRWD), Intel (INTC), Target (TGT), Coca-Cola (KO), and Clorox (CLX). ======== Schwab Network ======== Empower...

While July 2026 retail sales have fallen, Kevin Hincks notes that the metrics are still up overall year-over-year. Walmart (WMT), Target (TGT), Home Depot (HD) and related earnings next week are what he sees serving as important catalysts for the retail space. Kevin turns to other macro movers as he says the U.S. is starting to play the "long game" with Iran by strangling its economy as...

The slight downtick in July retail sales is something Eric Brackman didn't expect to see. He expresses concerns on how it could be the start of consumers becoming more selective with purchases as the overhang of inflation pressures spending. Eric explains the impacts he expects to see in consumer spending and how AI plays a role in the outlook. ======== Schwab Network ======== Empowering every...

Kyle Reidhead offers his insight into Nvidia's (NVDA) $500 billion AI infrastructure funding push that involves six key financial firms. GPUs having a longer life than many expected is something he sees adding value to this push. It's not just Nvidia benefitting, either, with Kyle explaining how hyperscalers and energy companies can see substantial profits. ======== Schwab Network ========...

Wayfair (W) is pulling back after nearly tapping 52-week highs just a few session prior. Kevin Horner of Charles Schwab still sees room for bulls to make a run in the stock. He explains why traders need to keep an eye on the $120 level as the stock battles to regain bullish momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

"Optimism has returned to markets," says Tom White, though he believes it won't come without volatility. Constant conflicting headlines out of the Strait of Hormuz serve as a lingering headwind for equities and crude oil. Tom talks about some equity movers like Applied Materials (AMAT) as shares move lower after earnings. SanDisk (SNDK) is continuing its run higher following bullish...

Cerebras (CBRS) sold off after posting its second post-IPO earnings. SanDisk (SNDK) raises the bar for guidance. New acquisition talks surrounding Workday (WDAY) gave the stock its best day ever. Marley Kayden takes investors through the biggest tech movers of Thursday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Marley Kayden and Sam Vadas discuss July's flat wholesale inflation report and what it could mean for the Fed's path forward. They also break down major market movers, including Workday's (WDAY) surge on acquisition speculation, Lenovo's strong earnings-driven rally, and JD.com's (JD) decline despite an earnings beat. Investors are now focused on upcoming PCE inflation and reta...

Ryan Gwillim, Executive Vice President and Chief Financial and Strategy Officer at Brunswick Corporation (BC), discusses the company's strong quarter. He highlights resilient consumer demand, growth in the company's high-margin parts and accessories business, and continued innovation in its market-leading propulsion segment. Gwillim also explains why strong wholesale orders prompted Brunsw...

Tim Holland, CIO at Orion, examines the latest inflation data and what it means for the economy and markets. He highlights the strength of the U.S. consumer and labor market, while explaining how America's energy profile may help buffer the impact of geopolitical tensions and potential oil price spikes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Ryan Detrick, Chief Market Strategist at Carson Group, argues that the U.S. economy is stronger than many investors believe. He highlights resilient consumers, a healthy labor market, strong corporate earnings, and broad market participation while explaining why he expects the current bull market to continue despite concerns over housing, debt, and Fed policy. ======== Schwab Network ======== Empo...

Always keep an eye on options even if you don't use them, says Kevin Davitt of Nasdaq. He turns to index data tied to straddles and volatility to help explain why bullish activity in options is vastly outweighing downside risks in the current market environment. That will change if inflation and jobs data becomes less benign in the coming weeks, argues Kevin. He also examines what he considers...

Securitize (SECZ) CEO Carlos Domingo breaks down the company’s Q2 results, highlighting its $5 billion in assets under management and partnerships with leading firms including Apollo Global Management (APO), BlackRock (BLK), KKR & Co. (KKR), etc. He discusses the growing adoption of digital securities, the expansion of tokenized equity offerings, and what tokenization could mean for the future...

Andrew Chanin talks about the Procure Space ETF (UFO) from his firm after as space-centric stocks like SpaceX (SPCX) and Rocket Lab (RKLB) experience strong rallies in recent weeks. He explains how his firm is weathering the volatility in space stocks and ways it is setting a new launch pad for the ETF to return to all-time highs. Andrew also points investors toward evolving opportunities in the s...

Jeff Mortimer and Pat Nerney explain why stocks continue to climb despite geopolitical tensions and inflation concerns. They point to strong earnings, a low-volatility backdrop, and the return of the AI trade, while also discussing the possibility of a year-end blow-off top. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Matt Dmytryszyn of Composition Wealth examines Applied Materials (AMAT) and the powerful semiconductor trends driving the company. He discusses strong chip demand, potential margin expansion, and how investors can approach valuation and timing in a cyclical market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - h...

Andrew Graham believes Coherent (COHR) remains a buy after earnings despite what the selling action indicates. He says the company will deliver on surging AI demand as the AI buildout continues to ramp and explains how Coherent's business model will sustain over the coming years. However, Andrew notes that the growth will come with volatility, urging investors to "stay close to the story....

"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms se...

LikeFolio's Andy Swan analyzes AppLovin (APP) after earnings, highlighting a shift in advertiser spending toward closed platforms like Meta Platforms (META) and Reddit (RDDT). He discusses AppLovin’s traffic trends, competition with The Trade Desk (TTD), and why the company needs to rebuild trust with advertisers and investors. ======== Schwab Network ======== Empowering every investor and tra...

Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco’s strength in networking, security, and AI. Paul McCarthy highlights the company’s growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (...

Brannin McBee, co-founder and CDO of CoreWeave (CRWV), talks about the company is "second to none" in the AI space after the stock rallied strong on earnings. He addresses how CoreWeave sets up contracts and utilizes its backlog while juggling energy needs and pushback from some public groups. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Stocks that saw recent pressure across several industries is the theme Mike Shorr focuses on in today's Big 3. He explains why he sees opportunity in Sea Limited (SE), Zillow (Z), and Vertiv (VRT). Mike backs his takes with example options trades while Rick Ducat offers insight into key support and resistance levels in the stock charts. ======== Schwab Network ======== Empowering every investo...

Options Play's Tony Zhang believes the current market environment is very favorable for forward momentum. In the energy sector, he argues you can "throw a dart at the dart board" and see upside, though he points to Exxon Mobil (XOM) for his example options trade. Turning to tech, Tony considers Oracle (ORCL) a strong trading opportunity after CoreWeave (CRWV) and Nebius (NBIS) soared...

Cisco (CSCO) sold off on earnings despite top and bottom line beats. Alex Coffey says the selling action is due to skepticism on how long the legacy tech firm can continue AI growth. He takes investors through the key metrics in the report. Joe Tigay offers an example options trade for Cisco. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. To...