Schwab Network

Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Sales...

"AI giveth and AI taketh away" when it comes to memory prices, says Kim Forrest, who believes the higher price tag will buoy Dell Technologies (DELL) and its earnings. She doesn't see the legacy tech company's Pentagon deal being disclosed further on the earnings call but sees it as a positive nonetheless. Kim urges investors to stay nimble on tech headlines as new AI leaders eme...

Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader,...

Charles Schwab's Liz Ann Sanders and Cooper Howard break down the reported U.S.-Iran deal awaiting President Trump's approval and why the market reaction could shift sentiment as short-term traders reposition. Cooper explains how higher oil and gas prices will pressure the economy and treasury yields. Liz discusses the road to stabilizing energy, the impact of the Strait of Hormuz, and wha...

Frances Newton says AI-driven liquidity continues to power markets despite geopolitical risks and higher yields. She highlights opportunities in semiconductor infrastructure names like Micron (MU) and Seagate (STX), while warning rising capital costs could pressure earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

New home sales slid and core PCE came in-line with expectations Thursday morning, though the latter metric remains higher than expected compared to recent months. Kevin Green explains how all the economic data plays into consumer and stock market health. On international movers, KG highlights the lasting impacts the U.S.-Iran War has on crude oil as futures move above $90 once again. ======== Schw...

There are "constant reminders" that the stock market is dependent on headlines surrounding the Strait of Hormuz and U.S.-Iran tensions, says Ben Cook. He believes the energy trade will stay strong long-term, even after a peace deal is made. He names Exxon Mobil (XOM) as a key beneficiary from the geopolitical volatility. Williams Companies (WMB) and Expand Energy (EXE) are other names Be...

Diane King Hall breaks down this morning's earnings movers across retail. Kohl's (KSS) posted a narrower loss with its best performance in four years and cleaner inventory, while Best Buy (BBY) muscled strength in gaming, computing and mobile services. Burlington (BURL) stores also topped earnings and raised full year EPS guidance, though shares sold off on the report. Diane also notes Dol...

Jake Johnston stays bullish despite inflation concerns, pointing to strong earnings and resilient margins. He favors dividend-paying stocks and sectors like healthcare, energy, and utilities to manage volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

Dell Technologies (DELL) reports earnings after the closing bell Thursday as shares experience a parabolic rally pushing the stock to repeat record highs. Rick Ducat takes a closer look into the price action to highlight key support and resistance areas into the report. He highlights an example options trade for Dell. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Lower and middle-income consumers are thinking twice about buying big ticket items across retail, says Jharonne Martis. She explains how retailers are waving yellow flags by pulling back guidance and raising prices. Jharonne adds more color to the picture by outlining how economic data affects companies in different ways, from Walmart (WMT) to Williams-Sonoma (WSM).  ======== Schwab Network ======...

Ahmed Riesgo sets a 7,600 target for the &P 500 (SPX) by year's end and expects the U.S.-Iran War to come to an eventual close. He believes neither side wants the conflict to continue due to risks of crude oil prices getting too expensive. Ahmed adds that SpaceX and other huge IPOs like OpenAI and Anthropic can throw a wrench into index growth due to the amount of liquidity they will add t...

Charles Schwab's own Kevin Horner analyzes the "fake out breakout" in Costco (COST) that resulted in shares falling back to a notable support trend. As the company readies to report earnings Thursday, he looks into the long-term support and resistance levels to show where shares can make a stronger breakout. ======== Schwab Network ======== Empowering every investor and trader, every...

AI continues to dominate the stock market as investors brush off U.S.-Iran fears in favor of earnings strength. Kevin Green remains skeptical of the move with energy headwinds still present, but for now, believes the trend remains strong. On the latest earnings, KG touches on Snowflake's (SNOW) massive rally thanks to a new deal with Amazon's (AMZN) AWS. Marvell (MRVL) also beat while Sale...

As Bitcoin retreats toward $75,000, Charles Schwab's Jim Ferraioli takes a closer look into the latest price action. He makes the case that the cryptocurrency will stay rangebound unless a greater catalyst, like the passage of the Clarity Act, shakes up the market. Jim also explains why Bitcoin miners are piling into the AI space and argues they will pivot back if Bitcoin prices reaccelerate....

Micron's (MU) AI-fueled gains continue a parabolic rally. Goldman Sachs raises its S&P 500 (SPX) target for 2026. Zscaler (ZS) shares fall more than 30% after earnings. Marley Kayden carries investors through the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Marley Kayden, Sam Vadas, and Kevin Green tackle a slew of earnings following Wednesday's closing bell. They turn to software giants in Salesforce (CRM) and Snowflake (SNOW), along with hardware companies like Marvell (MRVL) and HP Inc. (HPQ). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Marley Kayden talks about the potential Tesla-SpaceX merger Elon Musk has hinted at with Musk holding 85% of the voting power at SpaceX. Sam Vadas talks about Tesla in Europe continuing to see momentum with the record 6% YoY last month. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subs...

Christopher Della Fave turns to AI companies beyond Nvidia (NVDA) and other tech mega caps he sees as winners in the next leg of the AI trade. He urges investors to find companies profiting from AI instead of just riding the coattails of trends. Christopher helps investors separate the hype from fundamentals. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Dave Nicholson breaks down notable tech earnings today including Salesforce (CRM), Snowflake (SNOW) and Marvell (MRVL). He says it's hard to think Salesforce will be on the decline long-term as they create an agentic AI platform. Dave calls Snowflake "another canary in the coal mine for agentic AI." In hardware, Dave makes the case that Marvell is in the center of the hardware trade....

David Wagner says volatility can be used as an investment tool. He highlights an active approach with the Aptus Collared Investment Opportunity ETF (ACIO) to capture upside while managing risk. ======== 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.a...

The S&P 500 (SPX) makes a slight pause Wednesday after tapping new record highs on Tuesday. Charles Schwab's Kevin Horner highlights support levels and sees opportunities in the technical set-up for consumer staples, especially Archer-Daniels-Midland (ADM) and Kimberly-Clark (KMB). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

The housing market faces pressure from high rates and affordability challenges. Erin McLaughlin and Mark Fleming highlight rising buyer ages, steady demand despite higher costs, and limited supply as homeowners stay locked into low rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

Amy King says service members should plan early for transition and retirement. She highlights strategies around the GI Bill, VA loans, and survivor benefits to maximize long-term financial outcomes. ======== 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://a...

Landon Swan from LikeFolio breaks down weakening Salesforce (CRM) demand trends as companies pull back on spending. He warns AI could accelerate downside pressure while investors debate whether AI can actually boost Salesforce earnings. With Salesforce shares down 35% year-over-year, the sentiment around cloud stocks is staying divided. ======== Schwab Network ======== Empowering every investor an...