Schwab Network

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...

Seth Schachner breaks down the proposed Warner Bros. Discovery (WBD) and Fox (FOX) merger, highlighting regulatory hurdles and concerns around debt. He also discusses Fox’s reported move on Roku (ROKU), calling it a strategic play into ad-supported streaming despite potential platform neutrality risks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Dennis Dick discusses Apple (AAPL) coming under pressure after raising prices on key products, triggering its worst trading day in years as it offsets rising memory costs. He highlights a shift in leadership from megacap tech to memory names like Micron (MU) and Western Digital (WDC), alongside a growing divide between AI spenders and beneficiaries. Dennis also points to inflation risks tied to AI...

Tyler Ellegard breaks down ongoing market volatility and the broader impact of AI on the economy. He outlines his long-term outlook for Broadcom (AVGO), Nvidia (NVDA), and Qualcomm (QCOM), while also highlighting bullish views on Chevron (CVX), CRH (CRH), and Rockwell Automation (ROK). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Charles Champagne discusses a strong equity market driven by AI investment and solid fundamentals, while highlighting the need for risk management. He points to bond market volatility and Fed uncertainty as key risks, noting inflation control remains a challenge. Champagne also outlines uncapped and buffered ETFs as tools for downside protection and income alternatives, as investors navigate shift...

Shay Boloor and Ron Westfall discuss the evolving AI trade and how investors may begin separating scarcity from value across the ai ecosystem. Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, point...

Airline stocks including American Airlines (AAL) and Delta Air Lines (DAL) are rallying as oil prices fall and travel demand stays strong, pushing the JETS ETF to new highs. Charles Schwab's Rick Ducat outlines key technical levels for the group. He also highlights sector rotation, with healthcare names like Eli Lilly (LLY), Moderna (MRNA), and UnitedHealth (UNH) gaining momentum as the Health...

Horizon Investments CIO Scott Ladner explains why he expects the Fed to keep interest rates on hold. He also discusses how AI could unlock major productivity gains across the economy. Ladner highlights a growing market divide, with AI infrastructure providers outperforming companies applying the technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Megan Brantley of LikeFolio breaks down consumer sentiment surrounding Meta Platforms (META) as shares trade near 52-week lows. She explains that investor sentiment has been weighed down by AI spending concerns, but says Meta continues to strengthen user engagement by keeping consumers on platforms longer. Megan also highlights that monetization per user is up 20% from a year ago. ======== Schwab...

Eddie Yoon and Jan Rogers Kniffen discuss why weak consumer sentiment may not tell the full story. They point to falling oil prices easing inflation and strong spending from higher-income and middle-class consumers, with Macy’s (M), Tapestry (TPR), Ralph Lauren (RL), Walmart (WMT), and Amazon (AMZN) showing solid results. While lower-income consumers remain pressured, lower gas prices could unlock...

Dennis Follmer discusses why stocks appear to be responding positively to the current state of limbo between the U.S. and Iran, noting that markets have remained resilient despite geopolitical uncertainty. He then touches on what a Warsh-led Fed means for the economy and says that if inflation stays out of the way, the market could be positioned for a strong finish in the second half of the year....

StocksToTrade's Tim Bohen walks us through his Big 3 as he sees opportunities in the tech and energy sectors. He discusses Delta Airlines (DAL) benefitting from easing oil prices, names Micron (MU) as a key semiconductor play despite a strong year-long rally, and explains why Onsemi (ON) has a long-time revenue growth story. Rick Ducat walks us through the key levels he sees in the stock chart...

Suzane Porske outlines her outlook for the second half of 2026, pointing to a shift away from hype and toward more cautious positioning. She highlights opportunities in AI infrastructure, energy, and banking, driven in part by demand for steady income. Porske favors a proactive but conservative approach, using ETFs instead of single stocks or IPOs in more stable sectors. ======== Schwab Network ==...

Broadcom (AVGO) had a "great" earnings while other chipmakers like Nvidia (NVDA) posted "phenomenal" reports, a reason Gil Luria believes shares of the company have not outperformed as well. He considers Broadcom a company running on all cylinders on expectations it will ramp up its partnership with Alphabet (GOOGL). Gil also discusses what the company's Jalapeno AI chip it...

Marley Kayden discusses Onsemi (ON) after the chipmaker announced its $7 billion acquisition of Synaptics (SYNA), sending shares lower. She also talks about TD Cowen’s downgrade of Onsemi to Hold following the deal. Dan Deming walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitabl...