Schwab Network

Consumers are seeing their purchasing power decline, says Chris Clarke, pointing to three-year high inflation and lasting uncertainty on the U.S.-Iran war as key headwinds. It puts the Fed in a tough spot with the committee set to give its first interest rate decision under Kevin Warsh's leadership next week. That said, it's hard for Chris to predict recession odds due to the U.S.'s ea...

Shares in Uber Technologies (UBER) have hit the brakes hard, trading near 52-week lows as fears that autonomous driving companies, including Tesla (TSLA) and Alphabet's (GOOGL) Waymo, will steal market share. LikeFolio's Megan Brantley says Uber is in first place of the rideshare race, for now. She highlights consumer sentiment trends and explains how Waymo is putting its pedal to the meta...

Bitcoin is following its traditional four-year cycle, says Joe Sticco, who sees a strong recovery in the cryptocurrency toward the back half of the year. Congress approving the Clarity Act will be the biggest step for Bitcoin's momentum, says Joe, pointing to what will likely lead to a large inflow in institutional buyers. He also talks about Strategy's (MSTR) recent decision to offload so...

Adobe (ADBE) delivered strong results and raised full-year guidance, but shares fell as broader software pressure and leadership changes weighed on sentiment. Mark Gibbens and Sean O'Hara discuss investor skepticism around Adobe’s AI strategy, noting growth has leaned heavily on pricing. They also examine freemium challenges and the need for a clearer long-term leadership vision, with the CFO...

The stock market is unstoppable, says Stocks To Trade's Tim Bohen, as he offers three stocks that experienced tremendous momentum that he sees gaining traction. He likes Applied Materials (AMAT) as a strong AI company that's "not a household name," SanDisk's (SNDK) strength in AI memory demand, and Velo3D's (VELO) unsung reach in several industries. Charles Schwab's R...

Matthew Tuttle remains a buyer of oil stocks, even as headlines Friday point to a U.S.-Iran deal never being closer. He sees the headwinds lasting for months, causing prices to stay elevated. Matt tells investors to keep an eye on "bottleneck names" and explains his stock picks in Rocket Lab (RKLB), Occidental Petroleum (OXY), and Solar Edge (SEDG). ======== Schwab Network ======== Empow...

Charles Schwab's Rachel Dashiell highlights the highs and lows in Qualcomm (QCOM) and points to a potential short-term bottoming in shares. She explains how recent volatility in the stock shows signs of long-term consolidation as opposed to a sell-off. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Alex Barron, president and founder of Housing Research Center, breaks down the latest earnings from Lennar (LEN) and what they signal for the U.S. housing market. Reduced delivery guidance serves as a headwind, but improving margins and easing incentives offer signs of improvement as the market works through elevated inventory and affordability challenges. Tom White demonstrates an example trade f...

Bitcoin is experiencing a "classic bear market," says Charles Schwab's Jim Ferraioli. as the cryptocurrency continues a 50% fade from all-time highs. However, strong support at $60,000 sets a potential floor. Jim explains how bulls have an opportunity to bounce off the key level and retake control of momentum. ======== Schwab Network ======== Empowering every investor and trader, eve...

Claudia Sahm says inflation remains relatively narrow despite recent energy shocks but warns the breadth of price pressures bears watching. She highlights a growing disconnect between consumer sentiment and market performance, driven by prolonged inflation and a gradually slowing labor market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Steven E. Orr says a potential SpaceX IPO could shift investor focus beyond AI and reinvigorate the U.S. space race. He remains “sideways bullish,” favoring AI infrastructure—highlighting Intel (INTC), IBM (IBM), and Synaptics (SYNA)—along with Constellation Energy (CEG) for nuclear power demand. He also points to L3Harris (LHX) and BlackSky (BKSY) as key plays in defense and geospatial intelligen...

The AI memory trade continues to surge with optimism from analysts. Diane King Hall explains why JP Morgan raised price targets for Seagate (STX) and Western Digital (WDC) even after both stocks saw strong rallies over the last year. Wells Fargo also upped its price target for Qualcomm (QCOM). In the housing market, Diane notes an earnings loser in Lennar (LEN) after it missed on revenue and deliv...

Conflicting headlines on the U.S.-Iran peace talks dragged the highs of early morning trade down near the flat line just before Friday's opening bell. Kevin Hincks offers insight into how traders can navigate the volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Do...

"You can't be hyperbolic enough" when it comes to AI's impact on the markets and the U.S. economy, says Rebecca Walser, making it difficult to gauge valuations for the industry. She adds that CapEx from hyperscalers clashes with rising energy costs as the U.S.-Iran war lingers on. Rebecca says the way AI is financed needs to change for bulls to have a wider runway. On her stock p...

Seagate (STX) has rallied strongly with other AI memory chip stocks like Micron (MU) and SanDisk (SNDK), though shares face strong resistance despite getting bullish momentum from analysts. Charles Schwab's Rachel Dashiell highlights key levels investors should watch in the stock. Tom White offers an example options trade for Seagate. ======== Schwab Network ======== Empowering every investor...

Andrew Kang, CEO and co-founder of RoboStrategy (BOT), explains how his company is helping other private robotics companies thrive as AI builds use cases for evolving tech. He makes the case that everyone in the U.S. can have their own robot in the not too distant future. Andrew points to the U.S. pushing for a manufacturing uptick as another bullish indicator for the robotics industry gaining ste...

The NBA Finals, and the intense competition between the Knicks and Spurs, have NBA Hall of Famer and Olympian Spencer Haywood on the edge on the edge of his seat. He also believes the back-and-forth on the court has plenty of business opportunity. He talks about how his upbringing, and that of his family, inspired him to focus more on his future. ======== Schwab Network ======== Empowering every i...

Michael Terpin, author of "Bitcoin Supercycle," makes the case that Bitcoin investors don't need to be worried about the cryptocurrency's 50% sell-off since last October. He attributes the volatility as normal in a four-year halving cycle. Michael also outlines what he sees ahead for "Bitcoin summer" and how cryptocurrencies impact the Fed's path forward on interest...

Reports point to a tentative peace deal between the U.S. and Iran that would reopen the Strait of Hormuz for 30 days. Tom White talks about what it means for the energy trade as crude oil taps two-month lows, and why he remains cautious heading into the weekend. These headlines come as SpaceX (SPCX) aims to open at the Nasdaq later Friday morning, which Tom expects to be the biggest headline of th...

Oracle (ORCL) tumbled despite beating earnings and guidance estimates. Micron (MU) and Seagate (STX) shined light on the tech sector after gaining price target hikes. Space stocks like EchoStar (SATS), Rocket lab (RKLB), and AST Spacemobile (ASTS) rallied as investors excitement raises for Friday's public market debut of SpaceX. Sam Vadas walks investors through the biggest stories of Thursday...

Sam Vadas discusses the European Central Bank becoming the first international bank to raise rates since the Iran war signaling new inflation concerns. Meanwhile Chinese ADRs are under pressure with Alibaba (BABA), PDD Holdings (PDD), and JD.com (JD) all facing scrutiny. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Isabelle Freidheim discusses the strong return of the IPO market, led by massive demand for AI names like OpenAI and Anthropic. She says investor attention will eventually expand to infrastructure and applied AI companies beyond the headline players. Freidheim also highlights growing pricing competition between the two firms, raising questions about margins and long-term profitability. ======== Sc...

Jeffrey Klingelhofer says recent inflation data reflects crosscurrents from oil prices and geopolitics, but emphasizes labor and wage trends as the more important forward indicators. He notes consumers, including higher earners, are trading down, while companies like Walmart (WMT) absorb rising costs. Klingelhofer adds this dynamic could weigh on employment and margins as the Fed heads into its ne...

BlackRock's Steve Laipply says declining inflation and a stronger growth outlook are pushing real yields higher, reshaping fixed income markets. He highlights record inflows into bond ETFs, especially short-term treasuries, as investors avoid duration and seek income. Laipply adds that bonds are regaining appeal as a portfolio diversifier, offering competitive alternatives to equities. =======...

Ryan Lee, Senior VP at Direxion, discusses the ongoing AI-driven surge in semiconductor stocks and highlights tools like the SOXL ETF and a Micron (MU)-focused product. He notes the AI cycle is still in its early stages, supporting continued growth across the space. Lee points to broad exposure in SOXL, including AMD Inc. (AMD), Nvidia (NVDA), Marvell (MRVL), Intel (INTC), ASML Holding (ASML), and...