Schwab Network

Dick’s Sporting Goods (DKS) pulled back despite strong sales, as margins and cautious guidance weighed on the stock. Mark Herrmann and Zach Warring highlight growth drivers like House of Sport and long-term upside from inventory control and experiential retail. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for al...

David Shapiro breaks down the current IPO landscape SpaceX, OpenAI, and Anthropic and explains how geopolitical tensions, inflation, and shifting private markets could impact equity pricing and investor sentiment. He also warns retail investors that increased enthusiasm around IPOs often comes with higher volatility. ======== Schwab Network ======== Empowering every investor and trader, every mark...

TheoTrade's Don Kaufman returns to the Big 3 and offers a bullish take on Eli Lilly (LLY) as he sees a higher run following recent acquisitions. However, he leans bearish on Ferrari (RACE) following earnings and its new EV announcement. He also shares a bearish perspective in Target (TGT) as inflation runs hot. Don offers example options trades for his picks while Rick Ducat turns to technical...

Crude oil has pulled back as U.S.-Iran tension fears ease. Jim Iuorio says AI-driven CapEx and strong demand will help the U.S. economy avoid an oil shock, while flagging potential supply increases. Jim turns to opportunities he sees in Tesla (TSLA) and metals like Silver and gold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Stephanie Walter breaks down expectations for Marvell's (MRVL) earnings as the stock hits record highs. She points to compute demand as the key driver for Marvell's momentum but urges investors to look for commentary on hyperscalers. As Stephanie says, "Marvell's revenue is increasingly a readthrough on AI revenue." George Tsilis walks us through an options example trade for...

Marley Kayden breaks down Micron's (MU) continuing rally after Barclays raised its price target. Micron joined the $1 trillion market cap club Tuesday, and analysts expect strong upsides as supply and demand trends continue through 2027. Prosper Trading Academy's Scott Bauer walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, ev...

Technicals are turning bearish in the semiconductor names, says Nate Peterson with Charles Schwab. He has his eyes on Marvell's (MRVL) earnings after the close, which he sees as a potential bellwether for the sector's direction. Nate also shares worries of a "sell the news" situation once the U.S. and Iran reach a peace agreement. On the macro front, Mike Townsend breaks down the...

AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

ZScaler's (ZS) hit to top line growth has investors concerned, says Kevin Green, attributing the stock's 30% sell-off to much of tech's weakness Wednesday. That said, AI memory stocks like Micron (MU) are adding strength where cybersecurity showed frailty. KG talks more about Wednesday's dynamic between hardware and software stocks. He then analyzes the latest macroeconomic data in...

Eli Lilly (LLY) leads in weight-loss drugs as retatrutide shows strong results. William Soliman highlights competition from Amgen (AMGN) and potential upside in Structure Therapeutics (GPCR), Viking Therapeutics (VKTX), and Altimmune (ALT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

Diane King Hall breaks down Wednesday's biggest moving stocks, including ZScaler (ZS) tumbling on weaker free cash flow guidance. Dick's Sporting Goods (DKS) slipped despite strong earnings, though its Foot Locker segment saw great growth. Diane stays with retail to discuss Abercrombie & Fitch's (ANF) move higher. ======== Schwab Network ======== Empowering every investor and trade...

Sean Clark remains bullish despite rising targets from Goldman Sachs and Morgan Stanley. He points to strong fundamentals, tight credit spreads, and broadening participation beyond names like Nvidia (NVDA) as support for further gains. He also notes any pullback could be a healthy reset. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

"Crude oil futures are telling you there's some good news going on" amid the U.S.-Iran War, says Kevin Hincks. A dip below $90 a barrel and speculation that both countries are reaching a peace agreement are two factors he sees leading market momentum into Wednesday's trading session. In stock movers, Kevin can't ignore the parabolic rally in Micron (MU) and other AI memory ch...

Marvell's (MRVL) "picks and shovels" tie into the AI trade has caught investors' attention in recent months, rallying about 150% so far in 2026. Rick Ducat touches on the key levels to keep in mind heading into its earnings after Wednesday's close. He also offers an example options trade for Marvell. ======== Schwab Network ======== Empowering every investor and trader, every...

Markets have moved on from Iran and instead have their full focus on AI, says Matthew Tuttle. After many tech stocks made parabolic moves, Matt urges investors to not chase those intense rallies and instead find underappreciated parts of the sector. He then turns to macro discussions in the U.S.-Iran War and Kevin Warsh's new conundrum as Fed Chair as inflation woes climb. ======== Schwab Netw...

As long as earnings estimates continue to move higher, Cameron Dawson sees the bull run having solid footing. That said, she notes markets are slightly overbought and breadth is narrow. If earnings slow, Cameron believes that bull run can stop quickly. She adds that she's fearful of "the lack of fear itself," expressing concern of the intense call activity seen in options. Cameron la...

Salesforce (CRM) reports earnings after the close Wednesday, and Rachel Dashiell of Charles Schwab believes shares are currently in a "bullish regime." However, should momentum break after the report, the stock has potential to fall to new 52-week lows. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Kevin Green breaks down the stellar price action in AI memory chips as investors and analysts alike continue to express bullishness in the space. It comes as Micron (MU) hits $1 trillion in market cap. KG explains how the rally can extend following its parabolic move and the headwinds it has created for the rest of the stock market. ======== Schwab Network ======== Empowering every investor and tr...

On this episode of Market Matters, Seth Schachner, Managing Director of Strat Americas and the host of the “Breaking Down the Biz” podcast, takes a closer look at media and streaming. Seth shares what it was like witnessing how streaming changed the music business as an AOL and Sony executive, examines the future of the movie industry and the potential for future mergers in the streaming space. Se...

Micron (MU) surges after a huge analyst price target boost, lifting AI chip names like Western Digital (WDC) and SanDisk (SNDK). Qualcomm (QCOM) jumps on a reported ByteDance AI deal while Pony AI (PONY) spikes after explosive robotaxi revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Geopolitics and a tentative ceasefire are reshaping risk premiums across energy and bonds. Ben Emons highlights easing conflict fears, while warning the Fed may shift to neutral as growth stays strong and inflation pressures persist. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscri...

Sam Vadas breaks down the latest selloff in Chinese stocks as new concerns emerge over China's new AI regulations. She says regulatory uncertainty is pressuring investor sentiment. ======== 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.apple.com/...

Consumer sentiment remains weak, but spending stays resilient. Joe Schmitz highlights strength at Starbucks (SBUX), The Walt Disney Company (DIS), and Home Depot (HD), while noting a shift toward more defensive financial planning and retirement strategies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Zed Francis breaks down volatility on Micron (MU), the memory chip boom, and the state of the AI trade following Nvidia's (NVDA) latest earnings report. He explains why Micron is projected for record profits, what options market trends are signaling in semiconductors, and how rates remain the biggest macro risk for the AI-driven rally. ======== Schwab Network ======== Empowering every investor...

Andy Baehr breaks down the GSR Crypto Core3 ETF (BESO) and explains why investors may want crypto exposure in their core portfolio. He talks about Bitcoin's new trend of low volatility, growing trends in tokenization and stablecoin, and why Solana still has significant room to grow. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...