Schwab Network

Sean Gorman talks about the biggest headlines for investors to walk away with from Google's I/O 2026 event. He sees the Gemini developments as a positive for the Mag 7 giant's growth as Alphabet (GOOGL) and others look for ways to stay ahead of Anthropic's Claude and OpenAI's ChatGPT. Sean notes other AI-tied tech with Google's smart glasses and ways Alphabet can link itself to...

Christopher Della Fave believes markets are taking a wait and see approach when it comes to the Fed and interest rates. He sees the bond market as the key indicator to the direction the FOMC will take. Christopher adds that there needs to be a "distinct division" between the Fed and Washington with an emphasis on independence. Christopher Della Fave believes markets are taking a wait and...

Keep your head on a swivel when it comes to headlines between the U.S. and Iran into the holiday weekend, says Kevin Green. Unofficial reports suggest peace talks may be strengthening but KG warns markets can reverse on headlines stating the opposite. He turns to the earnings front in software stocks like Workday (WDAY) and Zoom Communications (ZM) as both stocks climb higher. Deckers (DECK) also...

"A lot of chop with no real trend" is Rachel Dashiell's reason behind Abercrombie & Fitch's (ANF) stark move lower following a surge in shares months prior. She highlights key support and resistance areas to watch and points out spots bulls can regain traction. "A lot of chop with no real trend" is Rachel Dashiell's reason behind Abercrombie & Fitch's (A...

Marley Kayden talks about gas prices spiking by 43% from prices last year ahead of memorial day while millions of Americans are still headed to hit the roads. She also talks about a big move made in QMCO. Marley Kayden talks about gas prices spiking by 43% from prices last year ahead of memorial day while millions of Americans are still headed to hit the roads. She also talks about a big move made...

Scott Lander explains why AI is now driving markets more than oil, from the top-line growth to bottom-line profits. He also analyzes the market fallout from the Iran war, whether more damage could still come, and they key bond market trend investors should watch next. Scott Lander explains why AI is now driving markets more than oil, from the top-line growth to bottom-line profits. He also analyze...

Walmart (WMT) shares sold off after posting underwhelming guidance in Thursday's earnings. Arun Sundaram points out that the previous quarter was strong but warns continuing inflation pressures on American consumers will cut into Walmart's profits. The retail giant's valuations also ballooned, though Arun argues it's justified through growth in several of its high-margin business a...

Shay Boloor talks about Nvidia's (NVDA) earnings beat backed soaring data center revenue, and why AI platform expansion is still in the early innings. He explains why the market may not be fully rewarding the stock yet by highlighting the importance of networking performance. Shay covers potential risks facing Nvidia based in policy, though it doesn't detract from his bullish expectations...

Alicia Reese breaks down the state of the video game industry, focusing on earnings from Take-Two Interactive (TTWO) and how investors may reframe expectations around guidance and growth. She highlights the company's durable profit model and the long-term shift toward cloud gaming, where players can access games anywhere. Alicia also covers the outlook for video game stocks and key names to wa...

Charles Schwab's Adam Lynch offers a closer look into the latest cryptocurrency movers — or lack thereof — in the space. He says he needs to see long-term holders re-establish positions in Bitcoin and Ethereum for bulls to regain traction. Stablecoin supply growing to $300 billion, on top of expanding crypto use cases, lead Adam to believe that the bull case through institutional adoption stay...

When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks about how his firm's HALO ETF (LOHA) capitalizes on the trend. As for the memory trade, he talks about Roundhill's Memory ETF (DRAM) and the surge it has seen since inception earlier this year. When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks abou...

Bryan Gildenberg and Katherine Black discuss retail trends and what Walmart (WMT) earnings say about the consumer. The company absorbed some transportation costs and is seeing more apparel in its merchandise mix, Bryan notes. However, as Katherine points out, shoppers are hunting for value as gas prices pressure Americans at the pump. They also explain that higher-end consumers are finding ways to...

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and ex...

Landon Swan of LikeFolio highlights Deckers (DECK) ahead of earnings after Thursday's closing bell. The big question he poses to investors: is everything already priced into the stock? Landon highlights strong consumer demand against the competitive landscape with companies like Nike (NKE).Landon Swan of LikeFolio highlights Deckers (DECK) ahead of earnings after Thursday's closing bell. T...

As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO). Joe sees some headwinds for the company when it comes to the balance sheet, though Kevin argues the company's robust growth makes up for it. Both offer their own example options trade for Broadcom. As investors digest Nvidia's (NVDA) earnings, @Charle...

Ed O'Gorman says Nvidia's (NVDA) stock movement after earnings should be expected. He suggests the company needs massive guidance raises and excellent news flow for a substantial rally to take shape. Tyler Ellegard says the Mag 7 giant is "priced for perfection" but "continues to deliver perfection." He adds that Nvidia is evolving itself into a full stack AI company. E...

Jason Brown isn't surprised to see a pullback Thursday after stocks ran up hot into Nvidia's (NVDA) earnings. He turns to Goldman Sachs (GS), Teradyne (TER), and Dollar Tree (DLTR) for today's Big 3 and offers reasons for a bull case in each. Jason offers example options trades for his picks while Rick Ducat backs Jason's analysis by highlighting key support and resistance areas in...

Buzz Solutions CEO, Kaitlyn Albertoli, breaks down how AI's rapid growth is creating a massive energy demand and putting pressure on utilities and regulators. She also explains why data centers are becoming the bottleneck of energy demand, how technology will play a key role in adapting the grid for the future, and the next phase of the AI buildout. Buzz Solutions CEO, Kaitlyn Albertoli, break...

Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields reached 16-month highs. He explains the risks of a "mini stagflation" environment and why investors should focus on the long-term cycle. Jay also points to housing as a bright spot while yields continue to surge. Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields...

There's a lot of questions surrounding what a Kevin Warsh-led Fed will ultimately turn into. @CharlesSchwab's Cooper Howard talks about how a challenging macroeconomic environment dominated by inflation discussions add to uncertainty surrounding the outlook. On treasury yields, Cooper walks investors through the expectations he believes inflation will have in the space. There's a lot o...

Jenny Horne talks about Nvidia's (NVDA) beat on earnings as data center revenues continue to soar. She says Nvidia announced a $80 billion additional share buyback while stating it's not assuming any revenue from China in its outlook. Jenny notes one of the most impressive takeaway's was Nvidia's margins maintaining great strength in the face of global uncertainty. Joe Tigay walks...

Nvidia's (NVDA) muted movement in shares following earnings is something Kevin Green considers a good thing given the stock's past performance after earnings. He sees it as a healthy sign of stabilization. On the latest economic data, KG highlights a better-than-expected manufacturing index in the PMI composite flash but a services number that did not outperform. He later highlights crude oil's re...

CFRA's Jonathan Sakraida talks about Deere & Co's (DE) earnings and how its underperformance has greater effects on the agriculture industry. He adds that headwinds facing farmers and a lack of growth in global markets like China pile onto difficulties for Deere to stage a rebound. George Tsilis turns to an example options trade for the stock. CFRA's Jonathan Sakraida talks about D...

Kevin Nicholson breaks down the federal reserve outlook and explains why rising inflation is putting upward pressure on interest rates and Treasury yields. He warns that if global conflict continues to expand, the 10-year treasury yield could climb to 5%. Kevin also explains why the recent surge in yields is being driven by inflation concerns and says "If the war continues to drag on that will con...

Danielle Dimartino Booth breaks down the growing labor market fallout and why incoming pressure could make life more difficult for Kevin Warsh at the Fed. She explains why Warsh may rely more on alternative data and industry insight as concerns grow around the U.S. economy and labor mandate. Danielle also names a few likely allies for Warsh. Danielle Dimartino Booth breaks down the growing labor m...