Schwab Network

When it comes to Tuesday's volatility, Prosper Trading Academy's Scott Bauer presents a scenario where the downside moves will be short-lived. As for his Big 3, he offers example options trade for Alphabet (GOOGL), JPMorgan Chase (JPM), and GE Aerospace (GE). Rick Ducat backs Scott's analysis with a glimpse into bearish and bullish trends in the stock charts. ======== Schwab Network ==...

Anthony Saccaro discusses the impact of tariffs on the U.S. consumer-driven economy and how they tap into his 2026 economic outlook. He emphasizes the crucial role of the labor market in consumer spending and analyzes the Fed's dilemma in balancing employment and inflation. Finally, he provides defensive sector recommendations for investors, from utilities to consumer staples. ======== Schwab...

"The bar has been lowered" for United Airlines (UAL) after Delta Airlines (DAL) signaled caution in its earnings, says Tom Essaye. He sees investors focusing on guidance and whether United can weather global volatility. Tom tells investors to listen for commentary surrounding international travel, price cuts, and fuel impacts. Tom White helps investors navigate the options front through...

Joe Mazzola and Cooper Howard discuss the market sell-off and pockets of strength they see in the weakness. Among them: materials, industrials, energy, and healthcare. Looking ahead, they emphasize the importance of the PCE data in influencing market direction, especially given persistent inflation concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day. O...

Amid its bid for Warner Bros. Discovery (WBD), Netflix (NFLX) will release its earnings after Tuesday's close. The bidding war with Paramount Skydance (PSKY) put pressure on shares as investors seek commentary on Netflix's path ahead. Marley Kayden talks about how subscribers, live sports, and even the company's gaming segment play into expectations for the report. Prosper Trading Acad...

Tuesday's opening bell appeared to be the weakest since mid-November, says Kevin Green. Tariff volatility isn't leaving much room for safe havens. KG explains how investors can brace for price action ahead as VIX hits the 20 level. One corner of the markets catching a bid: energy, with natural gas and crude oil moving to the upside. ======== Schwab Network ======== Empowering every investo...

Kaledora Kiernan-Linn, CEO of Ostium, explains how crypto-native traders are positioning themselves in traditional markets. She points out that 88% of traders on their platform are net short on the NASDAQ, and nearly half of their trading volume has been in precious metals, primarily gold and silver. She reveals that despite their crypto origins, these traders are more bullish on gold than crypto,...

Thomas J. Hayes describes why the Mag 7 will likely underperform the S&P 500 in 2026. He believes the massive investment needed for AI technology impairs free cash flow and margins for these companies. Instead, Hayes favors businesses that use AI to cut costs and improve efficiency, such as Stanley Black & Decker (SWK) and Nov Inc. (NOV). He also highlights an opportunity in the energy sec...

"The honeymoon period is over," says one analyst views regarding Nvidia (NVDA). Diane King Hall explains how expert commentary played into today's down action in the Mag 7 giant and other Big Tech stocks. 3M (MMM) also traded lower over what investors largely saw as a mixed quarter. Diane later turns to the manufacturing space in Fastenal's (FAST) earnings. ======== Schwab Networ...

The market’s reaction to White House tariff talk creates a buying opportunity, according to Eric Clark. He emphasizes that upcoming earnings reports, including Netflix (NFLX) and Spotify (SPOT), will be the true market drivers. He also discusses the current state of consumer spending, noting the K-shaped economy and the consumer's focus on value, which benefits companies like Walmart (WMT) and...

IBM Corp. (IBM) got a price target hike from Evercore ISI as it and other stock attempt to push back tariff pressure. Charles Schwab's Ben Watson turns to the company's short and long-term chart to explain where bullish momentum can retake control of shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable f...

Rick Ducat analyzes United Airlines (UAL) ahead of its earnings after Tuesday's closing bell. While shares experienced recent pressure, Rick shows how the stock outperformed most airline peers while highlighting bullish and bearish trends. He then offers an example options trade for United. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Ridgeline's chief strategy officer, Jack Lynch, explains how companies are using agentic AI to create a "more responsible" AI framework. He's not concerned technology will take over jobs on a widespread level, noting that "human-only skills" remain critical to many industries. Jack later explains why software will undergo rampant changes over the next few years. =======...

"Look back to 2025" to find a pattern in Tuesday's tariff headlines, says Kevin Mahn. He believes tariff tensions surrounding Greenland will be short-lived, making the case that downside price action offers an "attractive entry point" for new stock buyers. Kevin adds that the bull case for AI infrastructure remains strong and will continue to lift equities long-term. Other...

President Trump's added tariffs on European allies over tensions surrounding Greenland pushed volatility to the upside and caused selling action in stocks. Kevin Green urges investors to stay nimble and look for opportunities amid weakness. One example is found in Big Tech with some companies like Microsoft (MSFT) trading below key averages. KG also notes another rampant rally in silver and a...

TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia (NVDA) to Intel (INTC). Kim Forrest says the earnings dismiss any concerns for an AI bubble by "putting their money where their mouth is." As TSMC seeks to create smaller chips, Kim expe...

Some analysts argue that TSMC (TSM) stands at the center of the AI trade. Their thesis was supported this week by robust earnings from the Taiwan-based company that showed record net profit. George Tsilis offers a closer look at the company for investors, along with the tailwinds and headwinds facing the company in 2026. ======== Schwab Network ======== Empowering every investor and trader, every...

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Stephen Biggar dissects the latest earnings from regional banks, including PNC Financial Services (PNC) and M&T Bank (MTB). He highlights encouraging signs for loan growth into 2026, driven by consumer and commercial activity, and a potential revival in mortgage banking. While net interest margins may not see significant gains amidst falling interest rates, Biggar anticipates increased loan vo...

Rocket Lab (RKLB) nearly hit $100 on Friday after Morgan Stanley upgraded the space tech company. George Tsilis talks about the company's satellite business as a main catalyst to the positive price action even as some analysts sit on the sidelines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investo...

United Airlines (UAL) reports earnings on Tuesday as shares seeks to recapture record highs. while the stock hasn't been a high-flier in 2025, Rick Ducat shows United outperformed some of its airline peers. He turns to the one-year chart and highlights key levels to watch. On the options front, Rick points out how traders are bracing for a 5% move in the Feb. 20th contracts. ======== Schwab Ne...

The ongoing Warner Bros. Discovery (WBD) saga continues with a lawsuit from Paramount Skydance (PSKY) regarding valuation, which a Delaware court struck down. A proxy battle looms, a costly endeavor for both companies. James Czerniawski emphasizes that this legal setback does not weaken Paramount's position, but rather pushes the conflict into a full-fledged proxy war. Warner Bros. Discovery&#...

"We're remodeling a house while having to live in it," says David Stryzewski when referencing the state of markets and the economy. He believes the push for American manufacturing will be bullish long-term despite facing significant headwinds. In commodities, David expects silver and gold to move "far higher" even after their massive rallies. Keep your eyes on the miners, t...

Patrick Kennedy offers his outlook for 2026. He emphasizes the need for a broadening market beyond big tech. He discusses the secondary impact of A.I. on sectors such as financials and healthcare, highlighting the potential for increased profitability and M&A activity. Kennedy also explains his continued bullish stance on gold, citing central bank purchasing and geopolitical and inflation risk...

Crude oil prices spiked then slid over recent trading sessions following the U.S. capture of Venezuelan president Nicolás Maduro. Ted Parkhill attributes the price action to the U.S. increasing access to oil, thus creating more oversupply. Brandon Win agrees and makes the case for Venezuela having a long-term impact toward a more significant price drop. They also talk about companies in the trade...