Schwab Network

Nvidia (NVDA) is expected to move markets after the close following a surge in the stock so far this year. Andrew Arons makes the argument the Mag 7 company is still cheap on a forward basis. He outlines key metrics to watch in earnings that he sees solidifying the bull thesis. Andrew names IBM Corp. (IBM) as a value stock with strong connections to AI and quantum computing. ======== Schwab Networ...

Paul Stanley breaks down what to expect from Nvidia's (NVDA) upcoming earnings report and why the stakes are so high for both the company and the broader market. He discusses growing competition in the chip space, AI's impact on the economy, and why an earnings beat could lift the market as a whole. George Tsilis takes investors through his example options trade for Nvidia. ======== Schwab...

Alex Coffey discusses Target's (TGT) strong quarter, including 6.7% revenue growth, better-than-expected operating margins, and the company's biggest comparable sales growth since 2022. Scott Bauer walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors....

Tani Fukui says retail strength is masking real demand weakness once adjusted for inflation. She highlights pressure on lower-income consumers and rising costs tied to AI-related construction. Fukui adds the labor market remains supported for now, but risks are building. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Charles Schwab's Jim Ferraioli believes crypto needs a fundamental catalyst for Bitcoin to break through heavy resistance forming around $82,000. The biggest stepping stone for cryptocurrencies will be the passage of the Clarity Act, according to Jim. He outlines the path he sees for crypto's rebound and why the cost for Bitcoin mining remains another key headwind. ======== Schwab Network...

The S&P 500 (SPX) is testing a key area of resistance established over recent weeks, says Kevin Green. Nvidia's (NVDA) earnings will be the catalyst that makes or breaks the trend. KG walks investors through the technical levels to watch into and after Nvidia's report. He highlights crude oil's move toward a key apex in price action as a stalemate on peace talks continues between t...

Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job productivity. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Ahead of Nvidia's (NVDA) earnings after the close, Diane King Hall breaks down Wednesday morning's biggest market movers. She highlights Cava's (CAVA) strong traffic growth, Lowe's (LOW) earnings beat and resilient home services demand, and Toll Brothers' (TOL) continued strength in luxury home building. ======== Schwab Network ======== Empowering every investor and trader, eve...

Bob Lang says market momentum is at a crossroads as the S&P 500 (SPX) and Nasdaq-100 (NDX) experience light volume. He highlights strong earnings support but growing caution among investors. Bob flags Nvidia (NVDA) earnings as a key test, with heavy options activity signaling big expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV) and Nebius (NBIS), to other chipmakers like Broadcom (AVGO) and Marvell (MRVL). Also on Kevin's radar: yields and the steady climb they've experienced on rising inflation expectation...

Nvidia (NVDA) has rallied over 60% year-over-year, but as Rick Ducat points out, Nvidia's outperformance is underperformance compared to some of its chipmaking peers. He walks investors through the technical set-up he sees for shares ahead of the Mag 7 giant's earnings after the close Wednesday. Rick then turns to an example options trade for Nvidia. ======== Schwab Network ======== Empowe...

Malibu Boats (MBUU) CEO Steve Menetto talks about the company's latest earnings and the direction he wants to the company to sail toward. He also talks about the difficulties his company overcame regarding inventory and ways Malibu Boats cruised through other headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

After the tech-led parabolic rally, Thomas Hayes now expects a "sell the news" situation in markets on a resolution surrounding the Strait of Hormuz reopening. He also attributes the record call-buying options activity to the meme stock craze of 2021, urging caution in staggering optimism. Thomas adds that the Mag 7 stands with record market cap but near-zero cash flow. ======== Schwab N...

Urban Outfitters (URBN) reports earnings after the close Wednesday. Rachel Dashiell of Charles Schwab points out a downtrend the shares are currently experiencing, and a long-term consolidation when comparing the move to a three-year chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

All attention turns to Nvidia (NVDA) as the stock market leader readies to report earnings after the closing bell Wednesday. Kevin Green talks about the "interesting" scenario he sees into the report, pointing out a "breather" in the S&P 500 (SPX). On the earnings front, KG talks about Analog Devices (ADI) and Lowe's (LOW) to outline moves in the greater AI and retail t...

Home Depot (HD) closed higher after an earnings beat, while Alphabet (GOOGL) unveiled major AI updates at Google I/O 2026. Additionally, Keysight Technologies (KEYS) surged after strong earnings, 30% revenue growth, and bullish guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trad...

Marley Kayden highlights rising yields and growing pressure on U.S. alcohol consumption. New data shows overall beverage demand declined last year, with wine down 6% and spirits down 4%. ======== 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.co...

Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concerns, especially in Asia, as input costs rise. Ziemba adds that supply strain and second-order effects could pressure global growth and data center investment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

EVP and CFO of Bread Financial Holdings (BFH), Perry Beberman, says the company is strengthening its model with disciplined credit and diversified partnerships. He highlights AI-driven marketing and risk management, along with strong brand ties. Beberman adds that inflation and consumer pressure remain key risks. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Dave Sekera, chief U.S. market strategist at Morningstar, says now is a good time to take money out of tech and growth stocks and move them into value-oriented companies. He argues the AI trade is running out of steam and labels the memory trade as overvalued, pointing to Micron (MU) and SanDisk (SNDK) as examples. Dave also touches on global headwinds facing equities that could hinder a further r...

Christian Magoon of Amplify ETFs says rising inflation and policy uncertainty are driving investors toward income-focused strategies. He highlights the DIVO ETF, along with global and energy plays like the IDVO and NDIV ETFs. Magoon argues these approaches can provide yield and downside protection in a volatile market. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Yelena Maleyev and Brian Jacobsen say the housing market remains stalled as affordability and rising mortgage rates keep buyers sidelined. They highlight weak permits, builder pessimism, and limited relief despite incentives. The pair say the market needs rate stability and supply shifts to improve. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Colin Symons discusses the current state of software versus semiconductor stocks, saying his team trimmed some chip holdings after the sector's massive run up. While he's cautious on buying semiconductors right now, he believes patient investors could still see new highs later this year as the AI growth story remains firmly intact. Colin offers more insight into software names like Intuit...

Alex Coffey outlines eye-watering options activity in Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) just a day ahead of Nvidia's earnings. He walks investors through the strategies he sees these traders making. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Opti...

Chris Perkins discusses Iran's new Bitcoin-backed service "Hormuz Safe" and why the country is increasingly turning to cryptocurrency amid global financial pressure. He argues crypto is a poor tool for laundering money, pointing to past seizures of Iranian linked stablecoins by U.S. authorities while breaking down the broader state of the crypto market. ======== Schwab Network ======...