Schwab Network

Investors often fall for shiny object syndrome, chasing volatile tech stocks instead of sticking to a cohesive financial strategy. Kevin Matthews II explains how emotional decision-making derails long-term goals and highlights the psychological gap between perceived and actual risk tolerance. To build a resilient portfolio, Matthews discusses focusing on asset allocation and utilizing taxable brok...

Andy Swan from LikeFolio says Apple (AAPL) is one of the firm's favorite stocks as it performs well on Wall Street. He notes that the demand for Apple products are surging creating fulfillment issues, not demand concerns. Andy also highlighted Apple's success, saying the company's growth beats Mag 7 peers like Microsoft (MSFT) and Alphabet (GOOGL). He wants to see a clear roadmap from...

Dell Technologies (DELL) shattered the ceiling of its stock chart and soared to a new all-time high after crushing on earnings and raising full year guidance. Michelle Connell and Oliver Blanchard explain why Dell's full stack AI strategy and infrastructure position the company as a major AI winner. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Digital sales are surging at major retailers as cautious consumers increasingly hunt for value and early promotions. Owen Carr examines this shift toward e-commerce and discount brands, noting how AI-driven search helps capture detail-oriented shoppers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

StocksToTrade's Tim Bohen joins today's Big 3 from the NYSE to talk about the FOMO-centric stock market and how it plays into his picks. He likes Dell Technologies (DELL) due to its earnings and ties to data centers, Micron (MU) as he eyes another breakout, and Rigetti Computing (RGTI) as a retail favorite in the quantum computing space. Rick Ducat backs Tim's analysis with a close loo...

Paul Schatz breaks down the current market melt-up and explains why chasing high-flying tech stocks often leads to exhaustion. Seeking real value outside of tech, he highlights fresh opportunities in nuclear energy, housing, and aviation. Finally, Schatz shares a clever ETF strategy designed to maintain market exposure while hedging against a sudden pullback. ======== Schwab Network ======== Empow...

Tu Le breaks down the global EV market as Li Auto (LI) misses earnings with weaker sales and margins. He explains why XPeng (XPEV) may be ahead of Tesla (TSLA) on new tech initiatives despite a rough first quarter. Tu also says why rising oil and diesel prices could become a big tailwind for Tesla in 2026. Tom White walks us through an example options trade for Tesla. ======== Schwab Network =====...

Dell Technologies (DELL) became the story of the trading session with its massive rally following an earnings beat and guidance raise that raised eyebrows across Wall Street. Marley Kayden takes a look at some of the biggest metrics, many of which saw substantial revenue increases due to AI demand. Dan Deming offers an example options trade for Dell. ======== Schwab Network ======== Empowering eve...

Scott Nations says the market is shifting from complacency to resiliency but warns the AI trade is entering “mini bubble” territory similar to 1999. He points to overbought conditions in the S&P 500 and Nasdaq 100, rotation out of Nvidia (NVDA), and rising “AI washing,” while cautioning that valuations remain exposed to Treasury yield swings and geopolitical risk. ======== Schwab Network =====...

Charles Schwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas. Collin notes any truce between the U.S. and Iran would be good news as the war is not offering any si...

The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings. ======== Schwab Network ======== Empowering e...

Fritz Foltz outlines how looming IPOs from names like SpaceX, OpenAI, and Anthropic could amplify market enthusiasm while pressuring valuations and blurring the line between active and passive investing through products like Invesco QQQ Trust (QQQ). He highlights persistent inflation and a higher-for-longer rate backdrop, favoring short-duration bonds and TIPS, while emphasizing diversification in...

Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power...

After Dell Technologies (DELL) posted stellar earnings beat and guidance raise, many investors will now have their eyes on HP Enterprise (HPE) into its earnings after Monday's close. The stock is currently trading at record highs. Rick Ducat turns to the key support and resistance levels to watch in the stock charts. Tom White returns to Options Corner and walks through an example options trad...

Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses. ======== Schwab...

"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something...

Kevin Horner with Charles Schwab talks about a "very interesting" set-up in Dollar General (DG). He turns to a 10-year weekly chart in the discount retailer to explain why bulls can quickly reignite a rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a rev...

"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys t...

Snowflake (SNOW) beat earnings expectations and announced AWS deal while Dell Technologies (DELL) beat revenue expectations by almost $10 billion. Nebius (NBIS) also rallied after a filing showed a hedge fund disclosing 5.5% stake in the infrastructure company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Marley Kayden talks about oil prices moving lower as investors pulled back due to the Middle East conflict and the potential deal reported. Sam Vadas highlights reported retail earnings proving how resilient consumers are. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Bill Magnuson, CEO of Braze (BRZE), says the company saw revenue grow 30%, fueled by accelerated bookings. Bill says brands are investing heavily in customers as Braze pushes full velocity on AI driven engagement. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Elor Kahalany believes AI investments are moving from the hyperscalers to bottlenecks. Just turn to Micron's (MU) rally driven by memory demand as an example. He points out how investors can find bottlenecks in the AI trade and highlights stocks he believes have room to run, from Mag 7 names like Alphabet (GOOGL) to beaten down software stocks like ServiceNow (NOW). Elor raises eyebrows when h...

Joseph Haag highlights the NBFC ETF as a diversified alternative as credit spreads tighten and uncertainty rises. He points to its flexible approach and income potential, alongside the Strategic Income Fund (NSTLX) and Short Duration Income ETF (NBSD), which is gaining traction for managing duration risk. The strategy aims to deliver stable income with improved risk-adjusted returns versus traditi...