Schwab Network

David Dietze talks about his expectations for the U.S.-Iran War and weighs uncertainty against the recent bull run led by the AI trade. He also turns to Nvidia (NVDA) following its earnings and guidance beat, outlining what the numbers mean for the greater tech sector. David then explains why he picks Accenture (ACN), Albertsons (ACI), and Fiserv (FISV).David Dietze talks about his expectations fo...

After markets opened lower after Nvidia's (NVDA) earnings, Diane King Hall breaks down this morning's biggest moving stocks. She highlights E.L.F. Beauty (ELF) higher after earnings beat, Intuit (INTU) coming in higher than anticipated but falling after earnings and announcing layoffs. And Deere & Co (DE) with revenue coming in higher than expected but facing troubles with global agric...

SpaceX has officially filed for a Nasdaq IPO under the ticker SPCX. Jim Neesen says it adds to a healthy backdrop for IPOs that includes Cerebras (CBRS), Anthropic, and OpenAI. He takes a closer look into SpaceX's balance sheet and future prospects to engage retail investors once the IPO blasts off.

Nvidia (NVDA) didn't move much following its earnings but there's a lot to take away from the report, including near-double data center revenue. Kevin Hincks explains how the numbers, a dividend increase, and $80 billion share buyback add confidence to Nvidia's bull thesis. Kevin adds that it comes without any signs of revenue from China.

Workday (WDAY) shareholders have experienced a tough year, with the stock now more than 50% below its 52-week high. Rick Ducat highlights key support and resistance areas to watch in the stock chart to point out spots where bulls can regain momentum. He later turns to an example options trade for Workday.

Ben Fulton considers the rise in yields a serious issue that not many investors are assessing. It clashes with an AI trade's parabolic rally, which Ben expects to see a significant pullback in. He urges investors to brace for volatility as long as the Strait of Hormuz stays closed.

Keep a close eye on the first couple hours of trading after the opening bell, says Kevin Green. He believes the stock market's reaction to Nvidia's (NVDA) earnings in that time will determine the direction of trading for the remainder of the day. KG also offers more insight into Nvidia's earnings and the metrics pointing to a strengthening AI race, including data center revenue that ne...

Deckers (DECK) shares have shown a lot of trading activity around $100, building what Charles Schwab's Scott Thompson considers an interesting scenario for bulls. He offers his technical insight to explain more on what to watch in the stock chart.

Charles Schwab's Adam Lynch offers the latest glimpse into key crypto headlines investors need to watch. The biggest of which: the SEC planning for trading crypto versions of stocks. It comes as JPMorgan says altcoins need a network boom to catch up to Bitcoin. Adam then turns to the price action of Bitcoin to explain why $80,000 is a crucial level for bulls to maintain. ======== Schwab Networ...

Nvidia (NVDA) crushed earnings with record AI driven growth, OpenAI is reportedly preparing for massive IPO, and SpaceX just filed for what could become the biggest IPO in history. ======== 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/us/a...

Marley Kayden talks about crude oil prices dropping back below $100 while Sam Vadas touches on Samsung's union announcement holding off on their worker's strike, where they demanded better compensation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...

Jan Rogers Kniffen says Walmart (WMT) continues to outperform with strong execution across stores and e-commerce. He highlights growth in higher-margin areas and expanding appeal to higher-income shoppers. He notes competition with Amazon (AMZN) remains intense as Target (TGT) works to stabilize. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company's guidance for the current quarter also came in 5% higher above Wall Street estimates at the midpoint. Marley Kayden, Sam Vadas, and George Tsilis take investors through Nvidia's gargantuan numbers in the report and explain why the "narra...

Josh Schafer breaks down Nvidia's (NVDA) earnings beat, rising AI chip demand, and whether hyperscalers can finally challenge Nvidia's dominance. He explains what Nvidia's dividend increase and massive market cap mean for future stock moves. Josh also questions if growing demand is actually making the AI chip market tougher for Nvidia. ======== Schwab Network ======== Empowering every...

Steve Bruce says markets are balancing strong AI-driven momentum with stubborn inflation and weak consumer confidence. He highlights value in small caps, emerging markets, and commodities as potential hedges. Bruce adds that Nvidia (NVDA) remains a key test for the broader rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Sam Radwan says China is projecting strength globally while balancing weak consumer sentiment at home. He highlights rising valuations in China’s tech sector and risks of a correction. Radwan also notes a shift toward domestic AI infrastructure as reliance on U.S. chips declines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Charles Schwab's own Ben Watson breaks down the key S&P 500 (SPX) technicals investors are watching. On stock movers, he highlights Colgate-Palmolive's (CL) steady dividends and Nucor (NUE) as a tentative beneficiary from the AI buildout. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

Ethan Powell of Brookmont Capital Management highlights catastrophe bonds as an uncorrelated income strategy tied to natural disaster risk. He says his fund's Catastrophe Bond ETF (ILS) offers strong yield with limited exposure to traditional market volatility. Ethan adds that global diversification helps provide resilient returns regardless of macro conditions. ======== Schwab Network =======...

Shaon Baqui says Nvidia (NVDA) faces a key test as competitors like Amazon (AMZN) and Alphabet (GOOGL) push custom silicon. He highlights strong demand, a growing product roadmap, and Nvidia’s CUDA moat as key advantages. He adds that supply constraints and cost efficiency will shape the next phase of competition. ======== Schwab Network ======== Empowering every investor and trader, every market...

Tony Zipparo and Ian Tien break down why markets are pushing higher, what Nvidia's (NVDA) earnings could signal next, and the biggest takeaways from Google I/O this week. They discuss why they believes Alphabet's (GOOGL) AI acceleration, Gemini's rapid rollout, and cloud growth position the company as an AI winner. ======== Schwab Network ======== Empowering every investor and trader,...

Travis Maderia, CEO of Lobsterboys, says rising energy costs are pressuring the food supply chain, despite temporary relief from strong supply. He highlights growing strain on independent producers as distributors like Sysco (SYY), United Natural Foods (UNFI), and Performance Food Group (PFGC) dominate. Maderia adds that logistics, storage, and thin margins are key risks in today’s inflation envir...

LikeFolio's Megan Brantley says Walmart (WMT) continues to gain share across income groups, driven by strong e-commerce and delivery growth. She notes the company is outperforming peers like Target (TGT) and TJX Companies (TJX). Brantley warns that elevated valuation leaves little room for error heading into earnings. ======== Schwab Network ======== Empowering every investor and trader, every...

Andy Wang and Burt Flickinger break down Target (TGT) earnings, highlighting strong digital growth and improving traffic. They say the turnaround is gaining traction despite initial market skepticism. The pair point to long-term upside as TGT invests in distribution and competes with Walmart (WMT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Dave Nicholson discusses how Alphabet's (GOOGL) Gemini AI is becoming the foundation of its ecosystem and reshaping the future of search and online shopping. He also explains why Apple (AAPL) could emerge as Google's biggest consumer competitor after its June conference, while Microsoft (MSFT) remains a major threat on enterprise side of AI. ======== Schwab Network ======== Empowering ever...

TheoTrade's Don Kaufman breaks down today's Big 3. He includes a bullish call spread on Nike (NKE), a bearish outlook on CVS Health (CVS), and explains why he sees Cisco (CSCO) as a steal at current prices. Don offers example options trades for his picks while Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and...