Schwab Network

Scott Nations says the market is shifting from complacency to resiliency but warns the AI trade is entering “mini bubble” territory similar to 1999. He points to overbought conditions in the S&P 500 and Nasdaq 100, rotation out of Nvidia (NVDA), and rising “AI washing,” while cautioning that valuations remain exposed to Treasury yield swings and geopolitical risk. ======== Schwab Network =====...

Charles Schwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas. Collin notes any truce between the U.S. and Iran would be good news as the war is not offering any si...

The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings. ======== Schwab Network ======== Empowering e...

Fritz Foltz outlines how looming IPOs from names like SpaceX, OpenAI, and Anthropic could amplify market enthusiasm while pressuring valuations and blurring the line between active and passive investing through products like Invesco QQQ Trust (QQQ). He highlights persistent inflation and a higher-for-longer rate backdrop, favoring short-duration bonds and TIPS, while emphasizing diversification in...

Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power...

After Dell Technologies (DELL) posted stellar earnings beat and guidance raise, many investors will now have their eyes on HP Enterprise (HPE) into its earnings after Monday's close. The stock is currently trading at record highs. Rick Ducat turns to the key support and resistance levels to watch in the stock charts. Tom White returns to Options Corner and walks through an example options trad...

Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses. ======== Schwab...

"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something...

Kevin Horner with Charles Schwab talks about a "very interesting" set-up in Dollar General (DG). He turns to a 10-year weekly chart in the discount retailer to explain why bulls can quickly reignite a rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a rev...

"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys t...

Snowflake (SNOW) beat earnings expectations and announced AWS deal while Dell Technologies (DELL) beat revenue expectations by almost $10 billion. Nebius (NBIS) also rallied after a filing showed a hedge fund disclosing 5.5% stake in the infrastructure company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Marley Kayden talks about oil prices moving lower as investors pulled back due to the Middle East conflict and the potential deal reported. Sam Vadas highlights reported retail earnings proving how resilient consumers are. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Bill Magnuson, CEO of Braze (BRZE), says the company saw revenue grow 30%, fueled by accelerated bookings. Bill says brands are investing heavily in customers as Braze pushes full velocity on AI driven engagement. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Elor Kahalany believes AI investments are moving from the hyperscalers to bottlenecks. Just turn to Micron's (MU) rally driven by memory demand as an example. He points out how investors can find bottlenecks in the AI trade and highlights stocks he believes have room to run, from Mag 7 names like Alphabet (GOOGL) to beaten down software stocks like ServiceNow (NOW). Elor raises eyebrows when h...

Joseph Haag highlights the NBFC ETF as a diversified alternative as credit spreads tighten and uncertainty rises. He points to its flexible approach and income potential, alongside the Strategic Income Fund (NSTLX) and Short Duration Income ETF (NBSD), which is gaining traction for managing duration risk. The strategy aims to deliver stable income with improved risk-adjusted returns versus traditi...

Crypto markets are in risk-off mode as Bitcoin and Ethereum hit six-week lows and outflows pick up, including from BlackRock’s iShares Bitcoin Trust (IBIT). Adam Lynch points to geopolitical uncertainty but sees upside if U.S. regulation advances. For now, Bitcoin must reclaim $80,000 to shift momentum, with IPO activity and institutional flows still on hold. ======== Schwab Network ======== Empow...

Melissa Otto looks ahead to Dell Technologies' (DELL) earnings after Thursday's close as the company hits record highs. She says we're expecting a decent trajectory around numbers, but how the company will guide the second quarter is critical. Melissa also discusses the key factors to look for in Dell's report. ======== Schwab Network ======== Empowering every investor and trader,...

Dan Ives returns to the Watch List to add color on his ultra bullish tech takes. His firm has a $280 price target on Snowflake (SNOW), as Dan sees the company's data potential as a massive moat. He maintains his view that Palantir (PLTR) will be a $1 trillion company and expects Salesforce's (CRM) Agentforce platform to benefit the company long-term. On the Mag 7, Dan says Alphabet (GOOGL)...

Art Levy breaks down how AI is reshaping business spending. He says when you look at the data, companies aren't just buying AI infrastructure, they're buying what sits between them and the LLMs. Art also covers the two fastest growing vendors called Xoul AI and Open Router, and what purchasing behavior tells us about AI. ======== Schwab Network ======== Empowering every investor and trader...

Costco (COST) enters earnings facing a valuation test, with its P/E above 50 raising the bar for investors. LikeFolio's Landon Swan highlights strong membership trends but notes signs of consumer strain and increased “trading down.” Despite solid digital growth, COST must prove demand can justify its premium, especially after Walmart (WMT) weakness pressured shares. ======== Schwab Network ===...

Dan Romanoff and Steve Koenig look at Salesforce (CRM) higher after beating earnings. Dan says while software is performing well, there's not a catalyst that shakes Salesforce out of its lane in the software trade. Steve notes there's work to do to get investors convinced there will be an AI opportunity within Salesforce. ======== Schwab Network ======== Empowering every investor and trade...

AMSC (AMSC) CEO Daniel McGahn talks about the company's latest earnings and the role it plays in the AI energy bottleneck. He walks investors through the "one-two punch" ASMC takes to expand power grid opportunities. Daniel notes ASMC's lack of debt and "portfolio solution" in energy supply as key reasons he sees the company scaling vastly in the future. ======== Schwab...

Dan Deming walks us through his Big 3 picks in Dexcom (DXCM) as it revamps itself after taking several hits from weight-loss drugs, Coca-Cola (KO) for outperformance through the years, and Marathon Petroleum (MPC) amid a red-hot energy trade. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day....