Schwab Network

Aakash Doshi is someone who saw January's "historic" rise in silver and gold prices as "unsustainable," calling the recent pullback one that was much needed. That said, he sees gold as a dip-buying opportunity after markets stabilized. Tom Graff is more concerned that a bubble formed in silver, arguing investors don't fully understand why they're invested. He offers...

Gal Krubiner, CEO of Pagaya (PGY), discusses their lending work, AI implementation, and latest quarterly financials. Pagaya is a “first-mover AI technology” helping big U.S. lenders provide more loans to “the mainstream.” It reported a mixed quarter, beating on adjusted EPS but missing on revenue. Embedding their technology in the finance sector continues, and they expect to facilitate somewhere a...

Prosper Trading Academy's Scott Bauer believes markets will largely trade sideways into Wednesday's jobs print, though he sees trading opportunities to start the week. He points to an "inexpensive" options play in Pinterest (PINS), Micron's (MU) "buy the dip mode," and Valero Energy's (VLO) downside potential as moves to watch. Scott takes investors through his...

Ted Thatcher says the market is struggling to find firm footing as we go through the largest technological buildout in human history. Markets have to digest the huge price tags, he continues, but the Street has reason to question that spend. He thinks Meta Platforms (META) is the best at implementing AI, citing higher ad impressions in its latest report. Ted also covers the outlook for Amazon (AMZ...

CFRA's Ken Leon believes investors are right to tune into Spotify's (SPOT) growth potential, though he raises concerns around the streaming giant's valuations. He points to metrics where the company needs to turn up the volume to assure growth projections are justified. Ken says they have "got to be one or two steps ahead" of competitors like Alphabet's (GOOGL) YouTube an...

Legal issues hits Hims & Hers (HIMS). Novo Nordisk (NVO) filed a lawsuit against the company over allegedly selling unapproved Wegovy and Ozempic weight loss drugs. Marley Kayden takes investors through the details and the stark sell-off shedding weight off HIMS stock. Prosper Trading Academy's Charles Moon takes investors through an example options trade navigating the current selling act...

Kathy Jones with Charles Schwab says Japan's election over the weekend is much bigger than many U.S. investors realize. She says Japan is the largest foreign investor into U.S. bonds, creating new fixed income catalysts. Jim Ferraioli turns to other assets like Bitcoin and weighs if crypto markets are currently frozen in "bitcoin winter." He explains the "new narrative" the...

Michael Shaoul argues the latest ISM manufacturing report represents a potential turning point. He calls it a “capitulation” of purchasing managers within the industrial sector as they can no longer say that things are bad. He thinks both the U.S. and global economies are running hot, which is visible in equity returns. ======== Schwab Network ======== Empowering every investor and trader, every m...

James E. Demmert loves the tech/AI trade and thinks valuations are “more reasonable than they were six months ago.” He thinks Microsoft (MSFT) is at a discount right now. He argues President Trump’s vision of the Dow at 100,000 is possible by 2030 because of the productivity growth from AI. He still likes international equities, saying investors should have “significant exposure” there. ======== S...

Salesforce (CRM) and ServiceNow (NOW) are two stocks getting added to the Dan Ives Wedbush AI Revolution ETF (IVES). Diane King Hall notes the news isn't helping either stock, even with Dan pounding the table that both are heavily oversold. Another stock seeing heavy selling action: Monday.com (MNDY), where shares plunged for a third quarter in a row. DA Davidson sees notable upside in Oracle...

Sam Stovall covers the broad market action, noting that “February is the second-worst month of the year,” and that along with a midterm election year signals a potential soft patch in the back half of the month. Traditionally, markets take a “deeper dive” from May through the summer, and then come back in the fall, usually finishing higher, he notes. He thinks there may be a June rate cut and anot...

U.S. futures seeked direction Monday morning ahead of the opening bell after Japan stocks soared and the U.S. dollar pulled back following Japan's snap election. Kevin Hincks explains how the dollar's down action helped domestic companies. As for the slate of economic data ahead, Kevin tells investors to watch for retail sales, CPI, and the delayed nonfarm payrolls prints. ======== Schwab...

Marc Selvitelli joins Morning Movers to look at the real impact of commercial real estate and the various facets within that space including office, multi-family and the rise of data centers. He says the challenges facing office space are starting to see some fundamental changes with companies returning workers and using the spaces differently. In terms of servicing the debt, Marc says the picture...

Streaming giant Spotify (SPOT) has earnings in the queue. Rick Ducat creates his technical analysis playlist featuring artists such as resistance & support levels to watch, moving average studies and downward trend channels. Rick is listen to the lyrics and levels that have increased volume of trading as he mixes between different chart timeframes. To wrap it all up, Rick composes an example o...

A "6200% increase" in the Dow Jones Industrial Average. That's the margin between Kenny Polcari's first day on Wall Street and last week's historical milestone as the index crossed 50k. He joins Diane King Hall to provide his animated analysis of all things trading. He sees more opportunity and more jobs as AI adoption could create the "4th industrial revolution." H...

Off the heels of last week's volatile swings in the market, including the Dow Jones Industrial Average surpassing 50k for the first time, Bob Lang provides his investing roadmap for the rest of 2026. Bob points to names like Walmart (WMT) hitting all-time highs ahead of earnings as a potential sign for more rockiness ahead. "I do think volatility is going to be with us for some time,&quot...

Charles Schwab's Kevin Horner switches on the technical analysis for Onsemi (ON) ahead of its earnings report out after Monday's close. On the 30-day timeframe, he notes an upward resistance level around $66 with downside support near $58. Zooming out to the daily 1-year chart, he reiterates the same levels for ON's technical makeup but adds that the 50-day moving average is hovering n...

Western Digital (WDC) spun off SanDisk (SNDK) in early 2025. Since then, the stock has been a rocket ship to new all-time highs. George Tsilis deep dives into what makes WDC special in the memory space and what AI CapEx spending means for growth in that space. Later, George looks at the technical backdrop on the charts and points to key indicators to watch for WDC. ======== Schwab Network ========...

Social media star Vivian Tu joins Market Overtime, fresh off of the release of her new book, "Well Endowed: The Secrets to Strategic Spending, Building a Financial Foundation for You and Your Family, and Creating Lasting Generational Wealth." She and Sam Vadas discuss her pivot from Wall Street to TikTok, the origination of her Your Rich BFF handle and what Vivian believes are critical c...

It was a volatile week of trading action on Wall Street. Marley Kayden and Sam Vadas turn to movers they've watched into Friday's close, including the balancing act happening between cryptocurrencies and Big Tech. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Op...

Against the backdrop of the Dow Jones Industrial Average hitting 50,000, Jayme Colosimo discusses Capital Group’s 2026 outlook. As the era of near-zero yields ends, bonds are now positioned to provide enhanced income and vital diversification within shifting interest rate environments. She also identifies emerging markets as a significant opportunity. ======== Schwab Network ======== Empowering ev...

Earnings from FormFactor (FORM) are the tip of the iceberg when it comes to why it's capturing investors' attention. George Tsilis says the company has a wide reach in AI and data centers that add color to its growth story. He explains how FormFactor is caught in a bullish tech wave. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...

Rick Ducat turns to the financial space on Friday's Options Corner with a look at JPMorgan Chase (JPM). Shares remain virtually unchanged so far in 2026, though analyst upgrades offer potential for bullish price action. Rick gives investors a glimpse at key levels to watch and turns to the options front to see where traders are pricing anticipated stock moves. ======== Schwab Network ========...

Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps increasing CapEx spending. He explains how Mag 7 giants like Nvidia (NVDA) and Amazon (AMZN) use the company's tech in different ways. As for Arm's licensing revenue miss, Jason reassured investors the current quarter will show a reacceleration. He later notes how...

“It’s a good end to the week” as the Dow hits 50K for the first time. Michelle Martin thinks people are buying the dip after selling was overblown. She thinks a lot of market rotation has to do with valuation and the maturity of the bull market. She sees pockets of opportunity in emerging markets, influenced by a weaker dollar and trade negotiations outside of the U.S.; she particularly likes Indi...