Schwab Network

Benoit Gervais and Stewart Glickman break down how the Iran conflict is impacting the global energy complex and why oil supply risks will drive prices higher. They discuss concerns over potential barrel losses, long-term energy premiums, and what investors should watch next in the energy sector. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Ironlight's Greg Braca, Former President and CEO of TD Bank, discusses how tokenization is bringing liquidity to assets like private credit, real estate, and private equity. He explains how platforms like Ironlight aim to shorten lock-ups, lower costs, and expand access, putting pressure on traditional advisors to modernize. ======== Schwab Network ======== Empowering every investor and trader...

Michael Saylor, executive chairman of Strategy (MSTR), returns to Market Overtime to talk about the company's STRC plan, also known as Stretch. He explains the risks and rewards for investors as Bitcoin struggles to regain its price momentum. He calls Stretch the "passenger jet" to Strategy's "rocket ship" and Bitcoin's "fighter jet." As for the greater cr...

Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Strong earnings are pushing markets to new highs beyond the A.I. trade. Greg Halter highlights “picks and shovels” plays like Eaton Corp. PLC (ETN) and rising power demand, alongside resilience in transport names like Union Pacific Corp. (UNP), Werner Enterprises Inc. (WERN), and Old Dominion Freight Line Inc. (ODFL). He says fundamentals, including consumer wealth and grid buildout, continue to s...

The housing market is diverging by region, not collapsing, with localized slowdowns and continued strength in states seeing strong migration. Katie Hubbard highlights regional dynamics, while Suzanne Miller notes demand is shaped more by economic uncertainty than mortgage rates. Builders are adapting with smaller homes and incentives, as the outlook depends on policy and the Fed. ======== Schwab N...

Jessica Inskip sets her sights on AI and space stocks for today's Big 3. She points to Alphabet's (GOOGL) AI-driven ad optimization, Rocket Lab's (RKLB) upcoming projects, and BlackSky Technology's (BKSY) high risk, high reward trading opportunity as key movers to watch. Rick Ducat walks us through the key support and resistance areas in the stock charts. ======== Schwab Network ==...

Market gains are broadening beyond mega-cap tech as the S&P 500 and Nasdaq hit new highs. Chris Ward points to opportunities in semis like Micron (MU), Western Digital (WDC), and Seagate (STX), along with emerging markets like Samsung. He also highlights XLK and IWC, and favors floating-rate bonds amid rate uncertainty. ======== Schwab Network ======== Empowering every investor and trader, eve...

As markets near new highs, leadership is becoming crowded in AI and semis. Nancy Prial urges rebalancing into overlooked sectors like energy, housing, and industrials, while favoring small caps for their growth potential. She also flags possible volatility ahead despite a bullish long-term outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

Dick’s Sporting Goods (DKS) heads into earnings with strong momentum, driven by youth sports and experiential retail. LikeFolio's Andy Swan highlights advantages over Academy Sports and Outdoors (ASO), along with tailwinds from Nike (NKE) returning to wholesale. They also examine whether growth and expansion can sustain the rally near highs. ======== Schwab Network ======== Empowering every in...

Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still showing signs of growth. That said, Jeffrey sees names beyond mega caps benefitting from Mag 7 strength, pointing to rising energy companies like Bloom Energy (BE) and Eaton (ETN) as AI infrastructure...

Clint Sorenson breaks down the state of the cybersecurity sector ahead of Zscaler's (ZS) earnings after Tuesday's closing bell. He explains why cybersecurity remains a long-term secular growth story, how AI is driving demand, and why the broader sector could be heading toward all time highs. George Tsilis walks us through an example options trade. ======== Schwab Network ======== Empowerin...

ON Semiconductor (ON) shares hit a record high as BofA hikes its price target for the power solutions company. Marley Kayden talks about the company's ties to the AI trade and weighs whether earnings can justify the stock's valuation surge. Tim Biggam turns to an example options trade for ON Semiconductor. ======== Schwab Network ======== Empowering every investor and trader, every market...

Lesley Marks expects to see a pause after she says earnings drove the most recent rally. She sees the rally as justified due to the fundamentals backing the climb higher. She notes a key warnings sign in the bond rally over concerns that inflation will continue to accelerate. Lesley explains how it impacts a Kevin Warsh-led Fed. ======== Schwab Network ======== Empowering every investor and trader...

As the S&P 500 (SPX) hits a record high, Charles Schwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key arguments to Joe's bullish thesis. He notes a hot PCE print later this week will become a roadblock should it manifest. Michelle Gibley says semiconductor stocks remain in a cyclical trend not...

Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optimistic as stocks catch a bid and crude oil slides. KG touches on the dichotomy between equities and commodities as investors shrug off geopolitical concerns. May's consumer confidence report shows...

George Tsilis breaks down this morning's biggest movers, from Okta Inc.'s (OKTA) upgrade to buy at Arete, AutoZone (AZO) slipping despite earnings beat, and Pony AI (PONY) surging after its report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - ht...

Jonathan Corpina breaks down this morning's market action as futures soar and the S&P 500 looks to extend its eight-week winning streak. He discusses middle east headlines, labor market fluctuations, investor rotation out of tech and into sectors like financials, and why every AI headline continues to move stocks. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Investors are looking to continue a weeks-long rally on expectations peace talks will develop between the U.S. and Iran. Kevin Hincks explains that it won't be that easy, pointing to sticking points in the discussions causing tension even as crude oil prices slide. He then turns to the key economic data to watch this week, including important inflation data. ======== Schwab Network ======== Em...

Snowflake (SNOW) reports earnings after the close on Wednesday. Shares climbed recently but follows a downtrend caused by the SaaS-pocalypse. Rick Ducat points to support and resistance areas for traders to watch into the company's earnings. He then offers an example options trade for Snowflake. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...

Melissa Cohn turns to the macroeconomic factors keeping mortgage rates elevated. She believes "it will take a lot longer for rates to come back down" than they were going up. That said, Melissa sees a resurgence of buyers entering the housing market on hopes rates ease. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Eric Becker urges investors to look more broadly at a fundamental level and brush past some of the noise on the U.S.-Iran War. He sees the AI trade maintaining bullish momentum for the time being and talks about how it will play into future innovation for companies. Eric talks about the interviews he's had with Blackrock (BLK) on his podcast to outline how companies set their sights on the fut...

HP Inc. (HPQ) shares saw explosive upside action after experiencing a significant downtrend over the last year. Charles Schwab's own Kevin Horner weighs the stock's short-term rally against long-term weakness to explain how institutional investors are re-energizing shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Headlines that the U.S. and Iran are making progress toward a peace deal has futures rallying ahead of Tuesday's open. Jenny Horne explains why the move is a sight for sore eyes as traders prepare for a holiday-shortened week on Wall Street. Pony AI's (PONY) earnings have investors pouring int the stock while Ferrari (RACE) shares hit the gas after the company unveiled its Luce EV vehicle....

Sam Vadas says consumer sentiment is at all time low and it's raising concern amongst the younger population for housing security. She also discusses Kevin Warsh sworn in as the new Fed Chair.