Schwab Network

Andrew Wells believes the Treasury's planned liquidity boost to longer-term bonds will add long-term pressure to fixed income markets. He points to the "big move" in yields, from the 10-year to the 30-year, as a bigger warning sign than he believes the Treasury is seeing. Andrew adds to his input by explaining how it all weighs on the Fed's interest rate outlook and this week&#39...

The 2026 IPO market is proving to be a more mixed picture than Jim Neesen expected. He explains what reset some expectations for IPOs this year and how it sets the stage for other potential Big Tech public debuts like Anthropic and OpenAI. "There is a lot of appetite" for Anthropic, says Jim, as the company has its sights on a tentative $2 trillion valuation.

Justin Bergner talks about Gabelli Dividend Growth Fund holdings including Alphabet (GOOGL), Amazon (AMZN), Merck (MRK), and Ferguson Enterprises (FERG) in the context of countervailing market forces. With rising yields, the U.S. budget deficit, and hyperscaler CapEx, what could cause a market correction? Bergner is focused on “bottoms up” equity research to find “idiosyncratic winners.”

Brooks Hiller, a rising senior at Indiana University and the President of Sample Gates Management, explains what it’s like balancing the demands of being a college student while also running a real estate fund, lays out what makes SGM one of a kind and looks ahead to entering the workforce after graduation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

The cost of pennies and nickels now cost more to produce than they are actually worth. What does this mean for the future of cash? John Deal says the physical U.S. dollar still has a place in the economy even as credit and debit card usage accelerates.

With the weakening consumer, and both the U.S. Treasury and the Federal Reserve trying to keep demand strong by lowering rates, Luke Lloyd, President and CEO of Lloyd Financial Group, thinks “it is a perfect time to get longer duration.” He thinks higher rates would lead to a recession, and is more focused on unemployment risk than on oil or geopolitics.

Jeff Weniger, chief investment strategist of Corgi Invest, talks about his firm's buffer ETFs and ways they aim to limit downside risks amid volatile market swings. He discusses the Corgi 0-3 Month T-Bill ETF (CGOV) and the Corgi Magnificent Seven ETF (CMAG).

Jay Woods sees seasonal headwinds "putting a damper on the rally" in the coming weeks. One corner of the market struggling to find its footing: AI chips as Nvidia (NVDA) earnings loom. Jay tells investors to brace for volatility but remains confident in long-term AI trends. Software is gaining traction, as Jay highlights bullish technical trends in Salesforce (CRM) and CrowdStrike (CRWD)...

Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag. Stephanie Walter agrees that Alphabet's breadth is the strongest sticking point for forward momentum, though points to confusion on how it uses AI as the biggest conce...

James Demmert says Nvidia's (NVDA) earnings will be "very important" but expects Wall Street to "overcomplicate" the report. He calls the stock a "bargain" at current prices. On the greater AI chip trade, James turns to the VanEck Semiconductor ETF (SMH) and urges caution in the sector, making the case there are losers in the group. He turns to the greater economi...

Max Weinbach previews expectations for Nvidia (NVDA) earnings and how it will navigate expanding bottlenecks. He says the Mag 7 giant "by far" has the biggest chipmaking capacity but faces headwinds in how it will allocate sales over energy and memory constraints. When it comes to Vera Rubin, Max tells investors to brace for some answers that comes with even more questions.

No other stock topped Moderna's (MRNA) meteoric rally this week thanks to a melanoma vaccine trial breakthrough. Coinbase (COIN) shares surged on the back of a Bitcoin comeback. Walmart (WMT) closed as one of the worst S&P 500 (SPX) performers after earnings. Marley Kayden closes out the week with the top stories that moved Wall Street. ======== Schwab Network ======== Empowering every inv...

Bitcoin isn't the only asset seeing a week-long rally — gold surged on the U.S. dollar's recent weakness. In equities, retail's big round of quarterly earnings show that U.S. consumers are staying selective with their purchases. Marley Kayden and Sam Vadas turn to their top takeaways to close the trading week. ======== Schwab Network ======== Empowering every investor and trader, every...

Ryan Shrout examines Nvidia's (NVDA) setup ahead of its upcoming earnings report, including expectations for CEO Jensen Huang and the rollout of the company's Vera Rubin technology. He also discusses Nvidia's competitive advantages, the durability of its GPU leadership and the challenge posed by rivals such as AMD Inc. (AMD). ======== Schwab Network ======== Empowering every investor a...

DDN CEO Alex Bouzari argues that AI has entered its industrialization phase, with compute evolving into a new asset class and value increasingly driven by outcomes rather than infrastructure. He discusses AI's potential to fuel economic growth, advises CFOs on budgeting for agentic workloads, and stresses the importance of aligning AI spending with profitability. ======== Schwab Network ======...

Audrey Symes discusses the resilience of Wall Street hiring, particularly for senior professionals in financial services. She highlights strong demand driven by M&A activity, private wealth growth and the expanding secondaries market, while explaining how AI is reshaping hiring priorities across the industry. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Kevin Horner analyzes the S&P 500 (SPX), noting that its recent pullback to the 20-day moving average could offer a comfortable entry point for bullish traders. He then turns his attention to Arista Networks (ANET), highlighting a potential continuation move after a pullback to its breakout area. Finally, Horner examines Adobe (ADBE), suggesting that while it has seen a good run, its current p...

Jason Bottenfield explains why ETFs represent a lasting structural shift in investing, driven by flexibility, innovation and tax efficiency. He discusses the rise of active management, opportunities in gold and copper ETFs, and how investors can use options strategies within tech-focused funds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Apple's (AAPL) iPhone 17 did better than expectations, but Windows Central's Daniel Rubino tells investors not to expect many changes for iPhone 18. The biggest change: foldable phone, which he sees facing some challenges as that corner of the market has plenty of new and established competitors. Daniel turns to longer-term headwinds he sees mounting against Apple, from supply constraints...

Danielle Shay "won't be surprised at all" to see AI memory volatility in the coming weeks but remains long-term bullish in the space. For Micron (MU) in particular, she explains her options strategies and offers advice on how to navigate the stock's wild price swings. Danielle likes SanDisk (SNDK) the most out of the group due to its stock trading just below the 50-day SMA — a ke...

Rick Ducat turns to Analog Devices (ADI) on this week's Tech Corner to highlight what makes the stock so unique as AI infrastructure expands. He highlights the company's varying businesses and explains how its business arms put them in direct competition with companies like Texas Instruments (TXN) and NXP Semiconductors (NXPI). Rick then turns to insight technical analysis of Analog Device...

Protagonist Therapeutics (PTGX) CEO Dinesh Patel discusses the company's peptide technology platform and its development of orally delivered alternatives to injectable therapies. He highlights partnerships with Johnson & Johnson (JNJ) and Takeda (TAK), while outlining opportunities in obesity, autoimmune diseases and rare blood disorders. ======== Schwab Network ======== Empowering every inves...

The Treasury doubling liquidity on some long-term debt buybacks in bonds is what Sam Callahan points to as the key driver backing the crypto rally. He adds that Bitcoin experiencing low volatility in recent months, backed by bullish expectations on the Clarity Act, added to the "coiled spring" leap ion futures trading. Sam also addresses why some Bitcoin miners are transitioning out of c...

Megan Brantley of LikeFolio turns to Coinbase (COIN) as it and other stocks tied to Bitcoin rally on revived Clarity Act expectations. The stock is still on a substantial year-over-year decline. While Megan argues the company has done a better job of diversifying itself, she says the stock is still largely a proxy play on Bitcoin. However, she sees opportunity in its revenue streams and prediction...

Stocks like Micron (MU) and SanDisk (SNDK) have phenomenally outperformed over the last 12 months, but also fell victim to a recent ramp in tech volatility. Bob Lang sees more room to run for the AI memory trade due to margin opportunity in dRAM and an eventual downtrend in supply woes. Ed Butowsky spotlights Micron's backlog as a key bullish factor warranting the stock's stellar rise. ===...