Schwab Network

Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting s...

Charles Schwab's Rachel Dashiell highlights rising market breadth, with the S&P 500 (SPX) equal weight index and NYSE advance-decline line hitting new highs despite pressure on the broader index. She points to rotation into healthcare, financials and industrials, while flagging a potential double bottom in Capital One (COF) and a bullish breakout setup in Merck (MRK) supported by Keytruda...

Direxion's Ryan Lee breaks down SpaceX’s (SPCX) volatile post-IPO trading, noting strong demand even as the stock remains in price discovery. He points to Elon Musk’s influence, AI trends, and geopolitical catalysts driving swings, while highlighting his firm's 2X Daily SpaceX Bull ETF (LOFF) for exposure. Ryan also flags SpaceX’s partnership with T-Mobile (TMUS) and Charter Communications...

Ariyan Kabir, CEO of GrayMatter Robotics, talks about how robots in manufacturing solve labor shortages. The labor span across manufacturing is worth $7 trillion on an annual basis, but Ariyan says there are not enough workers to do it all because of injury risk. Ariyan explains how his company brings AI to businesses to prevent those injuries and increase workplace production. ======== Schwab Net...

Jed Ellerbroek talks about the latest market moves in the tech sector, highlighting companies Meta Platforms (META), Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN). He says these firms are generating strong returns on their data center investments and are well positioned for continued performance. Jed also speaks on expectations around Federal Reserve leadership under Kevin Warsh. ======== S...

Andy Swan of LikeFolio says McDonald’s (MCD) looks attractive after falling more than 20% from record highs. He points to strong consumer demand and value-focused menu strategies, adding that the company’s resilience and ability to navigate macro shifts support its long-term outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Rogers Healy says venture capital is shifting away from speculation toward disciplined investing with a clear path to profitability. He notes that while AI captured 65% of funding last year, investors are prioritizing experienced leadership, human capital, and consumer brands with tangible products. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Dave Mazza and Ryan Shrout discuss their biggest takeaways from Micron's (MU) earnings and what it means for memory stocks moving forward. Dave explains why ongoing supply constraint margins will be higher than average moving forward while Ryan talks about his outlook for memory stocks beyond Micron. They also examine how the global memory shortage is impacting the tech industry. ======== Schw...

Scott Bauer of Prosper Trading Academy walks us through today's Big 3, looking at stocks all tied to the AI trade. He discusses CrowdStrike’s (CRWD) recent surge, highlights key resistance areas for Valero Energy (VLO), and Micron’s (MU) recent pullback following earnings as opportunities he sees in the market. Scott offers example options trades for his picks while Rick Ducat walks us through...

Ted Thatcher explains why the equal weight S&P 500 (SPX) has been outperforming, along with the current opportunities he sees on Wall Street as participation broadens. Companies like Micron (MU) and Samsung are the chipmakers Ted calls the most important for AI's forward momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Marley Kayden talks about Comcast's (CMCSA) plan to spin the media business. She says leadership roles will change as it plans to separate into two independent publicly traded companies. Prosper Trading Academy's Charles Moon walks us through an options example trade for Comcast. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Charles Schwab's Collin Martin says he's not expecting any changes to the Fed's balance sheet anytime soon as Kevin Warsh and the other FOMC members tackle sticky inflation. As for Warsh's upcoming speech, Collin urges investors to pay attention not to "what he says, but how he says it" regarding the Fed's forward expectations. Also keep an eye out for the June jobs r...

Barry Knapp argues the Fed’s interest rate strategy is misguided and hurting small businesses while the market begins to self-correct. He points to steady AI spending among firms like Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), and Oracle (ORCL) as a key signal that markets are reevaluating the tech trade. Barry expects two-year treasury yields to fall as rate hike expectations fade. =...

Joe Tigay breaks down the short trading week, with the jobs report in focus for inflation and rate expectations. He warns of an “all or nothing” mindset in AI investing and emphasizes the need for a clear strategy, while advocating for active volatility protection as valuations rise. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Diane King Hall discusses this morning's top moving stocks at the opening bell, pointing to Phillip Securities downgrading Salesforce (CRM) and Adobe (ADBE). Arete also downgraded CrowdStrike (CRWD) to neutral from buy with a $730 price target. However, the firm upgraded Roblox (RBLX) to a buy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Chris Galipeau previews a busy week with key data and the start of the upcoming earnings season. He sees AI spending and global market broadening as tailwinds, favors small caps and emerging markets, and flags mixed signals from rate data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

Most investors woke up with a sigh of relief at the sight of up arrows in futures as the U.S.-Iran tensions appear to cool. Kevin Hincks talks about how it shapes the dynamics of crude oil prices and the Fed, as new Chair Kevin Warsh readies to speak later this week. That said, he tells investors to brace for a "bumpy ride" in the negotiation process. ======== Schwab Network ======== Emp...

The AI revolution is intact, says Keith Buchanan, though he expresses concerns on valuations centered on forward expectations. He sees markets pricing in more winners than losers in the AI race when that may not be the case. Keith advises investors to diversify their portfolios in anticipation of a "rough ride" for the back half of 2026. ======== Schwab Network ======== Empowering every...

Jay Woods says he's watching key Big Tech charts carefully, including Alphabet (GOOGL), Nvidia (NVDA), and Microsoft (MSFT), the last of which he expresses concern for. He explains how AI spending has shaped investor views on the Mag 7 as all trade well below their record highs. In software, Jay points to "red flags" in Adobe (ADBE) as an AI disruptive company and its uncertain leade...

Generative AI has been a concern among investors as a disruptor to software companies, especially ones like Adobe (ADBE). Rick Ducat points out how unfavorable the price action is by highlighting support and resistance areas to watch after the stock's near 50% decline from 52-week highs. He then offers an example options trade for Adobe. ======== Schwab Network ======== Empowering every invest...

The conflict between the U.S. and Iran wavered at the end of last week into the weekend, though hopes that tensions will cool offered reprieve for futures this morning. Tom White talks about the volatility as crude oil prices slide below $70. In equities, Comcast (CMCSA) shares soared on plans to split its media business. Tom also touches on the memory trade and how stocks like Micron (MU) signal...

Roblox (RBLX) shares have fallen more than 65% off all-time highs and hover just off 52-week lows. Ben Watson of Charles Schwab talks about how bears have clawed into the stock and points to key support and resistance areas to watch. He says bulls can regain momentum if sentiment improves. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Tesla (TSLA) is evolving beyond electric vehicles, with artificial intelligence, autonomous driving, and energy storage becoming central to its long-term growth strategy. George Tsilis breaks down Tesla’s Robotaxi rollout in Austin, advances in Full Self-Driving and A.I. hardware, and why investors are increasingly viewing the company as an A.I. infrastructure and robotics play rather than just an...

Micron (MU) stayed in focus on earnings, with AI-driven demand continuing to provide support. Crude oil fell below $70 for the first time since early March, boosting airline stocks, while Onsemi (ON) came under pressure after announcing its $7B acquisition of Synaptics. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Sam Vadas breaks down improving consumer sentiment and what it signals for the economy and markets. She also highlights rising memory prices and why Apple (AAPL) is reportedly turning to Chinese suppliers to manage costs and supply chain pressure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...