Schwab Network

Ahead of the halfway mark to the trading week, Kevin Green turns to market movers he's bracing for. One is a potential decision from the U.S. Supreme Court on tariffs. KG tells investors to eye consumer staples if a decision hits the wire. On the earnings front, he turns to the mixed reaction in big banks from Bank of America (BAC), Citigroup (C) and Wells Fargo's (BAC) reports. Metals con...

Growth could see a surprise to the upside in 2026, according to Eddie Ghabour. He adds that falling energy prices offer a tailwind for small cap companies and U.S. consumers. President Trump "committed to getting housing back" is another reason Eddie sees a lift coming to stocks with Americans poised to earn more purchasing power. That said, Eddie is underweight tech due to those stocks...

Jess Houlgrave, CEO of @walletconnectofficial, explains how consumers are increasingly using stablecoin to pay for everyday items. Her message to retailers: "accept payments from anywhere" as the crypto landscape evolves. Jess also talks about WalletConnect's partnership with Ingenico and how both companies utilize blockchain technology for stablecoin adoption. ======== Schwab Networ...

Daniel Newman, CEO of Futurum, provides a candid assessment of Apple's (AAPL) recent A.I. announcements, suggesting a potential leadership change for the tech giant. He delves into the strategic implications of Apple's partnership with Alphabet (GOOGL) and the challenges it faces in the Chinese market. Newman also offers insights into the undervalued potential of Amazon (AMZN) and Meta Pla...

It was a shaky day for markets, and as Marley Kayden and Sam Vadas note, that volatility could be seen clearly in L3Harris Technologies (LHX) and weakness in credit card stocks like Visa (V) and Mastercard (MA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disc...

Ties to AI, aerospace, and defense industries make nLIGHT Inc. (LASR) a company to watch. George Tsilis talks about the programs that tie the laser developer to hot trades on Wall Street. He later turns to nLIGHT's financial picture to weigh if the small cap's run can continue. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks an...

Polygon's head of payments, Sam Fagin, joins Sam Vadas at the NYSE set to talk about his company's role in helping other businesses implement blockchain infrastructure. As stablecoin adoption grows, Polygon acquired Coinme and Sequence for $250 million as a way to meet demand. He explains how Polygon's existing relations, and new ones through Coinme, add to what he considers a long run...

Dave Sekera anticipates more volatility in 2026 than in 2025. He sees continued upside in tech and expects two rate cuts in the second half of the year. Trade negotiations may continue to roil the markets, and the economy is “especially hard to read right now.” He thinks inflation will be higher than estimated and is keeping a “pretty close eye” on private credit markets. Dave recommends a “barbel...

James St. Aubin discusses optimism in the markets and says he doesn’t think unrest in Iran will bother indexes. He thinks investors should continue to participate in the uptrend for as long as possible. While he likes tech, he stresses that it’s the pillar keeping the market up and traders should be prepared for turbulence around potential disappointments. Another thing to watch is potential gover...

Dan Ives believes we're still in stage three of ten when it comes to the AI revolution. He talks about why Apple (AAPL) will "continue to bet on Google" to power its AI as Alphabet (GOOGL) hits all-time highs and a $4 trillion market cap. As for his other top names, he considers Nvidia (NVDA) as the one chipmaker fueling the AI trade. However, he dubs his "AI 30" as other c...

Kevin Horner charts the S&P 500 (SPX), Honeywell (HON) and 3M (MMM). He is monitoring below current price levels in case of dips as traders look to the 7,000 level. Honeywell (HON) has a short-term bull trend and is headed towards $210, which it has had difficulty breaching before. 3M (MMM) has been in a three-month consolidation and looks like it could make a new high soon. ======== Schwab Ne...

Stephen Kates breaks down the latest CPI numbers, calling it an affirmation that delayed reports were correct. “We’re seeing cooling” in house prices, he says, but “we don’t want deflation there.” Whether the numbers are optimistic or pessimistic depends on your point of view and economic situation, he says. He’s on the optimistic side, anticipating hiring to speed up, but says there could be a “b...

Alphabet (GOOGL) still has room to run, says Ali Mogharabi. When it comes to its new partnership with Apple (AAPL), Ali expects Alphabet will hold a treasure chest of data which its Gemini AI models can largely benefit from. Combined with Google's search and cloud features, Ali says there's "no doubt" Alphabet will continue adding muscle to its AI dominance. ======== Schwab Netwo...

Likefolio’s Landon Swan covers consumer sentiment around Walmart (WMT). He says the story has “completely changed” for the company, leaving Target (TGT) “in the dust.” He looks at its transformation on a store and online level, saying it’s “unbelievable what they’re doing with technology.” He also praises their fast delivery times and their automated distribution. ======== Schwab Network ========...

Jarrett Bilous and Andy Wang break down Delta Airlines (DAL) earnings. Andy calls the report solid and highlights that unit revenue was flat despite the government shutdown. “The market reaction is really about guidance,” he says as the stock has fallen around 3%. Jarrett sees encouraging signs in the report, including premium demand. However, he contrasts capacity and demand, and notes that fuel...

Investors should brace for volatility if the Supreme Court rules against tariffs, says Charles Moon from Prosper Trading Academy. He still favors tech even as volatility bubbles under Wall Street. He likes AMD Inc.'s (AMD) breakout potential if it breaches a key level, Credo Technology's (CRDO) bullish support, and Amazon's (AMZN) ability to withstand downside pressure. Charles offers...

Dory Wiley spotlights bank earnings, beginning with JPMorgan Chase (JPM). The adjusted numbers are “really good,” he says, and “that sets the tone for the whole market.” He anticipates similar results from the other big banks, especially in the trading segment. He wonders if JPM missed out on “a couple of deals,” bringing investment banking lower, because he sees a robust environment right now. He...

New home sales came in "much better than expectations," says Kevin Green. He explains why the housing market print is a lift for a struggling industry. Also watch inflation, as KG notes CPI shows some metrics creeping higher while others like shelter prices stayed sticky. On the international front, KG analyzes crude oil prices as investors begin to account geopolitical risk in Iran pair...

Alan Strauss shares alternative investment strategies for 2026, arguing market dynamics favor these kinds of assets. He explains how AI has a “bifurcated element” as it impacts financial services but the “book has yet to be written” by the market on “proverbial winners and losers.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Joe Mazzola shares his takeaways from the CPI report and thinks the most important part is the impact on fixed income: “if we can continue to have stability” in the 10-year, he says, it can boost the equity market. He thought JPMorgan Chase’s (JPM) earnings were “good” but thinks Trump’s comments about capping credit card rates are weighing on the financial sector. He reminds investors that even i...

Keybanc becomes a bull on AMD Inc. (AMD) and Intel (INTC), creating questions regarding how much of the AI "pie" Nvidia (NVDA) is allowed to eat. Marley Kayden turns to Keybanc's bullish note and explains where it sees upside in both companies. Tim Biggam analyzes the run-ups both AMD and Intel had and talks about how he would navigate the options front for each tech stock. ========...

JPMorgan Chase (JPM) earnings held a high bar for the banking sector, says John Petrides. While CEO Jamie Dimon shared some yellow flags for the economy, John notes that JPMorgan signaled for a resilient U.S. consumer to push the economy forward. He talks about the questions today's report poses to big banks for the rest of their earnings season. ======== Schwab Network ======== Empowering eve...

After Alphabet (GOOGL) tapped a brand new all-time high and climbed to $4 trillion in market cap, analysts continued to increase price targets for the Mag 7 giant. As Diane King Hall mentions, Alphabet also collected yet another partnership with Wayfair (W). More positive tech headlines hit AMD Inc. (AMD) and Intel (INTC) when Keybanc upgraded both chipmakers. Diane turns to a laggard in HP Inc. (...

Talley Leger covers markets after the Russell, SPX and Dow Jones hit record highs Monday. He says investors broadly anticipate earnings growth, and the latest CPI report is boosting the bull case. Bigger tax refunds could threaten to bring inflation back, but he thinks it will pass. He likes U.S. stocks but encourages investors to look at international equities and small-caps. His “bullish base ca...

Garrett Melson isn't as confident the One Big Beautiful Bill will be as good for investors as markets predict. He doesn't see consumers spending as much as projected, paired with lower income consumers not expected to reap much of the benefits. "It may not sound like a bullish backdrop," says Garrett, though he believes it will benefit the overall health of the economy. He later...