Schwab Network

Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for S...

An early morning move to the upside in Constellation Brands (STZ) fizzled out the longer the morning went on. Ben Watson of Charles Schwab points out key levels for bulls to keep in mind ahead of earnings. He uses short and long-term charts to highlight where bulls and bears are expected to clash for the stock's momentum. ======== Schwab Network ======== Empowering every investor and trader, e...

There's a lot to digest for investors on a shortened holiday week. Tom White talks about how current yield levels and the end of earnings season offer a chance for markets to cool down. On the AI trade, Tom explains why Wells Fargo is increasing its price target on AMD Inc. (AMD) and an office raid on Super Micro (SMCI). Big banks saw bearish sentiment with Oppenheimer's downgrades on Bank...

Space stocks rallied on a potential SpaceX (SPCX) and Charter Communications (CHTR) partnership, while Rocket Lab (RKLB) announced an $8 billion acquisition. Micron (MU), SK Hynix and Samsung also came under pressure amid a class action lawsuit, as Alphabet (GOOGL) joined the Dow Jones Industrial Average. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Marley Kayden breaks down Rocket Lab’s (RKLB) $8 billion acquisition of Iridium Communications (IRDM), while Sam Vadas highlights major investment moves from SK Hynix and Samsung. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/ap...

Brian Seay challenges the market’s inflation and rate outlook, predicting inflation could fall below 2.5% by year-end. He expects the 10-year treasury yield to settle near 4.25% and argues the Fed’s hawkish stance is more about managing expectations than signaling future policy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Vivek Pandya, Director at Adobe Digital Insights, weighs in on how AI is impacting online ecommerce. He examines why travel has seen some of the biggest gains in AI-driven traffic, how large language models are changing browsing and explains the importance of AI readability. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Troy Demmer, President and Cofounder of Gecko Robotics, explains how “first-order data," unstructured, on-the-ground information, is emerging as a key driver for AI. He highlights how robotics and AI can capture and codify this data across industries like energy, manufacturing and defense, helping scale operations and support the next generation of workers. ======== Schwab Network ======== Em...

David Fetherstonhaugh discusses the next phase of the AI trade and what is driving volatility in in the tech sector. He talks about inside recent rotation within the AI trade, pointing to memory as a proof point to look for. David also explains how this rotation can create opportunities for investors and how macro pressures are impacting micro themes. ======== Schwab Network ======== Empowering ev...

Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across...

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...

The mid-term elections likely going against President Trump and the GOP is the biggest reason Richard Safran sees behind the U.S. defense stock slump seen in Northrop Grumman (NOC) and RTX Corp. (RTX) among others. In Europe, he believes the continent has underinvested in defense and attributes the rally in companies like Rheinmetall (RNMBY) as a catch-up trade — until those shares also slid in re...

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...