Schwab Network

Agustín Escobar te lleva a través de los titulares del mercado de esta semana.

Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis. Tom points out that Elon Musk has a track record of combining companies and offers synergies in AI endeavors...

Another volatile week for the stock market comes to a close, and that volatility extends to global markets with SK Hynix (SKHY) scrapping its Solidigm IPO, for now. Crude oil's climb back over $100 has international investors nervous of destruction demand in the energy trade. Sam Vadas and Marley Kayden take investors through their final takeaways of Friday.

Meta Platforms (META) earnings, paired with CoreWeave (CRWV) and its mounting debt, are two key factors Marta Norton attributes to "squeamishness" in the AI trade. An ever-changing landscape for tech also makes it hard to pick winners. While AI remains the key driver behind U.S. economic growth, Marta urges investors to consider "what economic environment we are going to be in"...

Steve Wyett says access to capital for AI-tied companies is where stress will notably hit their bottom lines, seen in the reaction to Meta Platforms (META) earnings. He adds that demand is increasing but the cost of compute is going down, a dichotomy he sees as bearish long-term. Lingering pressures on U.S. consumers brought by rising energy prices add to Steve's lists of concerns not just for...

The 7,600 level in the S&P 500 (SPX) is a critical level Brett Crowther of Charles Schwab is watching Friday and the coming sessions. A break below that support will open a trap door to steeper selling, according to Brett. In equities, he's eyeing a lasting upward trend in Apple (AAPL) ahead of earnings and bearish divergence in Coca-Cola (KO).

Will McGough of Prime Capital Financial explains how his firm is navigating volatility around the energy trade and concerns that AI spending will outweigh earnings. He still believes Nvidia (NVDA) is a strong stock at current levels given the Mag 7 company's robust earnings growth and commanding cash pile.

Apple (AAPL) hit an all-time high Friday after the iPhone developer launched its iPhone Duo. @WindowsCentral's Daniel Rubino notes first-gen quirks and glitches but considers the device a step in the right direction for Apple. Supply contraints are pushing restocks back to January, but as Daniel points out, it buys the company time to ramp up Siri and other AI capabilities. Melissa Otto sees t...

Western Digital (WDC) offers a "great window into the AI buildout," says Don Gentile. who believes the company's 50% revenue boost offers a strong bull case for the AI trade. The stock is down over 50% from all-time highs. Don explains how enterprises will serve as the primary driver to Western Digital's long-term growth and buoy significant downside moves further. He turns to Se...

Tom Coughlin discusses the greater hard disk drive industry as companies like Micron (MU), Western Digital (WDC), SanDisk (SNDK) and other AI memory chips command price action. He predicts 80% of data center information will be stored via HDD, opening the door for these companies to command the space even more. For Western Digital in particular, Tom sees new HDD developments benefitting the compan...

As Starbucks (SBUX) continues to brew coffee for millions of Americans every day, Landon Swan of LikeFolio argues there's a storm brewing around the company's long-term outlook. LikeFolio's data shows Starbucks sitting at near-flat consumer demand as Dutch Bros. (BROS), 7Brew, and Dunkin' Donuts interest surges. Landon discusses whether one of these smaller competitors can become a...

Tesla (TSLA) is increasingly positioning itself as more than an electric-vehicle company through autonomy, Robotaxi, Optimus and energy storage. In this week's Tech Corner, George Tsilis breaks down Tesla’s latest quarterly earnings which showed improving automotive margins, growing FSD adoption, and the expansion of its energy-storage business. George also examines the risks facing Tesla, inc...

Spotify (SPOT) shares have lagged throughout 2026, though this week's earnings report turned up bullish volume despite posting a double miss. Barton Crockett of Rosenblatt calls the company a "lovable neutral" when rating the stock due to a strong business model that relies too much on subscriber revenue. Spotify's premium valuation is a factor he points to as a concern for forwa...

Both supply chain challenges and robust demand are keeping Apple (AAPL) from selling more iPhone Duos, argues Karan Ramchandani. He adds that the $1,999 price tag for the new phone helps the profit picture, though it acts as a double-edged sword in boxing out some of its regular customers. As for Apple's AI story, Karan believes the iPhone developer needs to flip the script on how it incorpora...

Parabolic runs in some AI stocks, paired with mounting geopolitical uncertainty, leads Tim Bohen (@stockstotrade) to urge investor caution and "dial things back" until volatility cools. He turns to three stocks he sees weathering the sharp market moves. Tim points to Apple (AAPL) as a safer stock tied to the AI trade while pointing to Nasdaq (NDAQ) and Chevron (CVX) as companies that wil...

Thomas Martin of Globalt Investments walks investors through the choppy stock market environment driven by tech weakness and elevated crude oil prices. He explains how investors are becoming more technical and sentiment-driven, highlighting ways you can brace for incoming volatile moves. A sustainable resolution to the U.S.-Iran war will be the biggest bullish signal for markets, says Thomas, thou...

Matthew Maley discusses the earnings path ahead for American Express (AXP) after posting an earnings beat. As he explains, consumers continue to spend despite inflation fears, though signs of a widening K-shaped economy remain a concern. Matthew calls the American Express cutting 5% of its workforce a "double-edged sword" that signals cost-cutting measures clashing with AI fears in the l...

Moderna (MRNA) shares plunged after a partial leak showed results for the company's cancer vaccine trial. As Alison Kosik points out, the results were positive but weren't enough for investors. She walks through what Wall Street has access to from the leaks and the astronomical expectations priced into the stock and how it has corrected since. Tim Biggam offers an example options trade for...

Alexandra Semenova of @CharlesSchwab says relief in the bond market came with sacrifice in the AI trade. The biggest question facing the sector is how companies seeking funding to build out their AI endeavors will actually acquire the capital to do so. That said, Alexandra sees a run higher in equities long-term once midterm elections and the Fed's incoming interest rate decision pass. Treasur...

Masa Takeda focus on Japanese markets and how corporate governance reforms shape equities and monetary policy in the country. The Bank of Japan remains a key focus for Japanese and other international investors in gauging earnings growth. Masa discusses the "dilemma" the central bank faces on interest rates and the Japanese yen, which he argues faces long-standing macro pressures.

PMI isn't shaping inflation trends, though consumer sentiment did see an uptick from a month ago. Kevin Green takes investors the latest economic data and what it means for a souring AI trade. Companies bucking the downtrend: SpaceX (SPCX) and cell tower stocks as the Elon Musk-led company seeks to acquire 80,000 cell towards for Starlink and other tech developments. KG turns to levels to watc...

The S&P 500 (SPX) will reach 8,100 by the end of the year, says Scott Wren, who remains bullish on the index despite caution on the state of the energy trade. He expects crude oil prices to come down on an eventual downturn in U.S.-Iran tensions. The fight against inflation is where Scott shows more uncertainty, making the case the Fed should hike interest rates in October even as markets pric...

Moderna (MRNA) lost $24 billion in market cap Thursday after data for its cancer vaccine trial leaked. Diane King Hall says investor expectations were above what leaked results showed. Mixed earnings and lower guidance in Deckers (DECK) caused the stock to step down near 52-week lows. Diane discusses the concerns JPMorgan has with Norwegian Cruise Line by looking at its downgrade.

Diversification remains the paramount focus for Anthony Caruso when managing customer portfolios, and urges all investors do the same. He discusses ways investors can take advantage of higher-than-usual Treasury yields even as they retreat from their highest recent levels. Anthony has his eyes on next week's Fed meeting on interest rates and explains how the AI buildout is having more influenc...

The VanEck Semiconductor ETF (SMH) is near 3-month lows as sentiment around the AI trade continues to plunge. As Tom White points out, the ETF has still vastly outperformed the S&P 500 (SPX) year-over-year. It's also moving toward a critical support level offering opportunity for a bounce. Tom then takes investors through an example options trade for SMH.