Schwab Network

Marley Kayden breaks down GameStop's (GME) unexpected bid for eBay (EBAY), a move that could reshape competition with Amazon despite the size gap. Markets react with eBay climbing toward record highs while GameStop slips, as skepticism remains around the deal's viability. Joe Tigay says with a roughly 25% chance of closing by June, the proposal highlights the speculative forces driving tod...

Kevin Green examines markets opening the week strong despite the Strait of Hormuz tensions. Tech Stocks lead the charge while investors weigh economic data, including factory orders and unemployment trends. With mixed signals and rising volatility, KG questions if markets can sustain these highs or if a shift is coming. ======== Schwab Network ======== Empowering every investor and trader, every m...

Collin Martin breaks down rising yields driven by oil prices, warning that downside risks may outweigh upsides for investors. He highlights caution around interest rates while noting potential opportunities in fixed income if yields climb further. Beneath a steady unemployment rate, deeper labor market cracks, like the quit rates, suggesting growing uncertainty for workers. ======== Schwab Network...

Connor Browne covers the disconnect between the consumer and the market amid the AI trade and the war in Iran. He thinks investors should have some exposure to Mag 7 names but encourages investors to allocate to international or small cap equities. As a long-time watcher of Alphabet (GOOGL), he breaks down how it’s handling and profiting from the AI trade. Connor also likes Mercado Libre (MELI), s...

George Seay likes Cheniere Energy (LNG), Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), saying about the latter that he never wants to bet against the Ellisons. He also sees an opportunity to hold Netflix (NFLX) and Nike (NKE) – “you want to buy things that are completely out of favor.” Turning to the insurance industry, which he calls “so cheap,” he thinks Arch Capital (ACGL) is an “...

George Tsilis breaks down the top movers after Monday’s opening bell, highlighting key analyst calls and major headlines driving price action. Bernstein raises its price target on Sandisk (SNDK) to $1,700, while HSBC downgrades AMD ahead of earnings. Plus, a look at Berkshire Hathaway (BRK.B) reporting its first quarterly results following Warren Buffett’s retirement. George Tsilis breaks down the...

Markets head into a pivotal week with rising geopolitical tension in the Middle East threatening to disrupt the recent calm. Kevin Hincks breaks down how futures are reacting to headlines around a potential escalation between the U.S. and Iran. Beyond geopolitics, investors are focused on a heavy slate of economic data—especially jobs data—as well as a packed earnings calendar. Hincks highlights k...

Palantir (PLTR) has lost momentum as software stocks face growing concerns around AI disruption to their core businesses. Rick Ducat breaks down the technical setup, with shares recently stuck in a $130–$160 range and showing weak direction from key moving averages. With earnings approaching, Ducat highlights $130 as a critical support level and outlines a bearish example using a put vertical stra...

Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia’s Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion. Fears around hyperscalers appear overdone, with profit growth hitting its strongest levels since 2021. Silver also br...

Stocks continue pushing to all-time highs even as geopolitical tensions in the Middle East drive uncertainty and higher energy prices. Thomas Urano of Sage Advisory explains why the macro backdrop remains resilient. Urano points to solid economic data, steady growth, and a strong labor market as key supports for the economy. However, persistent inflation remains a sticking point, likely keeping th...

Alphabet (GOOGL) is on a tear, surging 14% in just five trading sessions. Rachel Dashiell breaks down the technical setup, highlighting key short-term resistance at $384 and support near $378. On the longer-term chart, $365 remains a critical level for bulls, with momentum still firmly intact. If strength continues, Rachel outlines a potential move toward the $396 level. ======== Schwab Network ==...

Futures are little changed ahead of Monday’s open after the S&P 500 and Nasdaq-100 closed at fresh all-time highs last week. Kevin Green breaks down the market disconnect as rising Treasury yields, a stronger U.S. dollar, and higher crude oil prices signal underlying pressure beneath the surface. KG also examines escalating tensions between the U.S. and Iran, what the spike in oil means for co...

Time for a trip down memory lane on Tech Corner. Make that memory stocks lane! George Tsilis has Seagate (STX) in focus this week. He dives into the inner workings of the business and how it compares to peers like Micron (MU). Later, George examines the technical setup for Seagate as the stock has soared over the past year. ======== Schwab Network ======== Empowering every investor and trader, eve...

Mega cap tech stocks stole the spotlight this week. Alphabet (GOOGL) surged to record highs and Apple (AAPL) topped expectations on "extraordinary" iPhone demand. Meanwhile, Microsoft (MSFT) and Meta Platforms (META) slipped on investor concerns about elevated capex spends. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Marley Kayden wraps up the trading week with a look back at April's market performance. Later, she chimes in on the status of Spirit Airlines as it faces possible liquidation amidst its 2nd bankruptcy. Then, Marley previews next week's big earnings including Palantir (PLTR), Walt Disney (DIS), McDonald's (MCD) and AMD Inc. (AMD). ======== Schwab Network ======== Empowering every invest...

A widening gap between equity and bond markets is raising questions as geopolitical tensions in the Middle East threaten a prolonged energy shock. Zachary Hill explains why strong U.S. tech earnings are propping up stocks even as fixed income signals weaker long‑term growth, and how elevated rates and potential fuel supply constraints could ripple through the economy. He also breaks down the narro...

John D'Agostino, Coinbase's Head of Strategy, joins Schwab Network to discuss current stablecoin adoption as well as its overall crypto as a service offering. He describes the blockchain infrastructure and open architecture allowing faster on ramps for newer investors. John also chimes in on the pace of major exchanges and government adoption of DeFi. ======== Schwab Network ======== Empow...

The hidden cost of “buy and return” behavior is creating massive waste across retail supply chains, especially for electronics. Sender Shamiss, CEO of ReturnPro, explains why only a fraction of returns are resold, how data privacy and logistics limit ReCommerce, and why retailers like Walmart (WMT) face growing sustainability challenges. He also highlights the rapid growth of secondary markets, yo...

The S&P 500 pushes deeper into record territory as technical momentum builds and short‑side positions get trapped. Rachel Dashiell breaks down the bear trap, reclaimed key levels, and bull‑flag setup pointing to further upside, even as Fibonacci levels suggest near‑term consolidation. She also highlights stock‑specific breakouts in NetApp (NTAP) and Datadog (DDOG), and explains how improving m...

Matt Tuttle joins the Watch List with his sights on the largest technology stocks trading in today's markets. On Apple (AAPL), Matt says "this was just an insane quarter...blowouts all over the place." But, he does wave a warning flag about memory costs being a potential drag on the iPhone maker. Then on Tesla (TSLA), Matt sees it not as an EV play but an AI play. Outside of the Mag...

National Investing Day highlights the push to broaden access to the markets as Charles Schwab builds on the legacy of brokerage deregulation. James Kostulias, Head of Trading Services at Charles Schwab, explains how Schwab is attracting younger investors, with a surge in under‑30 accounts driven by teen programs, fractional shares, and education initiatives. He also emphasizes the importance of fi...

SanDisk (SNDK) and Western Digital (WDC) post solid earnings but margin expectations are a concern amid high demand. Matt Bryson and Dave Nicholson discuss how AI could drive growth short term, while uncertainty lingers around pricing and infrastructure needs. Matt said with supply lagging demand, oversupply risks may not hit until 2028. ======== Schwab Network ======== Empowering every investor a...

National Investing Day traces back to the 1975 deregulation of brokerage commissions, a shift that helped firms like Charles Schwab expand access to the markets. Lisa Hunt, EVP of International Services at Charles Schwab, explains how Schwab is building on that legacy by targeting younger investors, with Gen Z now driving a growing share of new accounts through education and early‑engagement tools...

Norwegian Cruise Line Holdings (NCLH) heads into earnings still trailing peers Royal Caribbean (RCL) and Carnival (CCL), but LikeFolio's Megan Brantley sees signs of a potential inflection point. She points to resilient demand from high‑end travelers, strength in Norwegian’s luxury brands Oceania and Regent Seven Seas, and new infrastructure investments, including a private island strategy. Wi...

Marley Kayden speaks with William Kerwin and Robert Cantwell about Apple (AAPL) following its latest earnings print. William praises Apple's strong margins but flags rising memory costs as a possible headwind to monitor. Meanwhile, Robert paints a more bearish tone while underlining Apple's heavy reliance on iPhone sales accounting for 54% of its total revenue. He suggests other companies...