Schwab Network

Twilio (TWLO) CEO Khozema Shipchandler discusses the company’s shift beyond messaging into a broader engagement platform built for agentic A.I. He highlights voice A.I. growth and Twilio’s ability to deliver ROI for customers like Lyft (LYFT) and IBM (IBM). Shipchandler also outlines Twilio’s neutral platform strategy and path to durable profitability. ======== Schwab Network ======== Empowering e...

Jason Greenblath says credit markets are not yet feeling full pressure, with more rate hikes likely ahead. He expects default rates to remain low as investors focus on bond-specific opportunities. Greenblath emphasizes finding dislocations in new issues and buybacks rather than chasing broad risk. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Carnival (CCL) beat on EPS but missed on sales and guidance expectations in earnings. Sam Vadas outlines what the report signifies for the greater cruise line industry. It's a more mixed picture in the retail space after Target (TGT) hits the bullseye with an upgrade while Home Depot (HD) gets hit by a downgrade. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Nancy Prial, Co-CEO of Essex Investment Management, urges investors to rotate beyond crowded AI trades into small- and mid-cap stocks with improving valuations and earnings. She highlights healthcare strength, especially in pharma and biotech, and names Axsome Therapeutics (AXSM) as a key opportunity. Prial also points to a resilient U.S. economy, supported by reshoring, infrastructure, energy, an...

If you're wondering why U.S. stocks are selling off Tuesday morning, Kevin Hincks says look no further than South Korea and its 10% fall in the KOSPI. Samsung and SK Hynix led that downside action overseas. Kevin tells investors to keep an eye on U.S. AI memory stocks like SanDisk (SNDK), Western Digital (WDC), and especially Micron (MU) as it reports earnings Wednesday. The selling action is...

The earnings bar is high for FedEx (FDX) after Tuesday's closing bell, with Rick Ducat highlighting the stock's substantial rally since the start of 2026. He points out a "confluence point" that serves as significant support to watch if shares sell after the report. Rick then offers an example options trade in FedEx. ======== Schwab Network ======== Empowering every investor and...

"The whole world is short in storage" of crude oil, says Tucker Perkins, though we likely won't see $60 to $65 per barrel for months. A complete resolution of the U.S.-Iran war and the Strait of Hormuz reopening will still take a long time for oil prices to settles. Tucker adds that the rest of the world suffers significantly more from the conflict than the U.S. It comes as the energ...

Chris Gunster talks about his Fed outlook expectations with Kevin Warsh at the helm. He believes the market is showing confidence Warsh can tame inflation even as the U.S.-Iran war lingers on. Additionally, Chris explains that the heightened inflation expectations are a good thing for the bond market and makes the case of going long in fixed income. ======== Schwab Network ======== Empowering ever...

JPMorgan upgraded IBM Corp. (IBM) as the firm sees greater confidence in the company's tech outlook. Ben Watson shows how the short and long-term price action show how bulls keep momentum surging in the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

The South Korean KOSPI fell 10%, caused in large part from SK Hynix and Samsung. Joe Mazzola says the selling action isn't calling valuations into question, but instead earnings and CapEx expectations as Mag 7 names ramp up the latter figure. He explains what to watch in markets Tuesday ahead of the opening bell. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Micron (MU) surges to new record highs after securing a strategic partnership with Anthropic. Netflix (NFLX) shares fall to October 2024 lows. SpaceX (SPCX) sells off for a third straight session following its IPO earlier in June. Marley Kayden explains what's behind the biggest stock movers of Monday's session. ======== Schwab Network ======== Empowering every investor and trader, every m...

Max Weinbach sits down with Marley Kayden on this week's Market Matters to talk about Apple (AAPL) and its path ahead after the Mag 7 giant's WWDC 2026 showcase. He talks about the slew of tech developments, including an emphasis on increasing AI accessibility with Siri. Also on Max's radar: Apple's partnership with Alphabet (GOOGL), expectations for a foldable iPhone, and looking...

Long-time former Fed Chair Alan Greenspan passes away at the age of 100. Marley Kayden recaps his legacy as the FOMC goes through new changes under Kevin Warsh. In equity movers, she talks about Meta Platforms (META) expanding Instagram's TV app and how it likely correlates to a sell-off in Netflix (NFLX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Erik Hirsch, Co-CEO of Hamilton Lane, explains how value creation has shifted from public to private markets as companies stay private longer and raise more capital pre-IPO. He argues this trend can leave public investors with reduced post-IPO upside while creating opportunities in private markets. He also reframes secondaries as a key portfolio tool, highlighting how buyers can benefit from illiq...

Award winning rapper and filmmaker, Ice Cube, is also the CEO and co-founder of the BIG3, which aims to become the first publicly traded sports league through a SPAC merger. He talks about the "star power" backing the league and the "uphill battle" it has overcome since the pandemic. Ice Cube has his sights set on the world for growth, naming regions like East Asia and Australi...

Jeff Given breaks down the Fed’s hawkish stance and shifting rate expectations, noting economic data could reshape the current outlook. He highlights the intermediate part of the yield curve as offering the best risk-reward and makes the case for fixed income over equities at current valuations. Given also warns against staying too short duration, pointing to more compelling opportunities further...

Indrani De breaks down this year’s Russell Reconstitution, highlighting a “barbell effect” as megacap tech grows while small caps outperform on U.S. economic strength. She points to artificial intelligence and energy security as key structural drivers, with increasing focus on AI hardware winners. De also notes a shifting IPO landscape, as companies like SpaceX (SPCX) stay private longer before go...

Cullen Rogers, CIO of Wedbush Fund Advisors, explains why investors should rotate out of the “Magnificent Seven” and into emerging AI infrastructure plays. He highlights semiconductor bottlenecks in memory and advanced packaging, pointing to opportunities in Wedbush’s AI Infrastructure Fund (IVEP). Rogers also pushes back on “AI bubble” concerns, arguing the market is underestimating long-term dem...

SpaceX's (SPCX) demand post-IPO proves to Paul Marino that Wall Street has a huge appetite for new, innovative companies. He points to ETFs exposed to SpaceX his firm has and highlights strong demand trends backing the IPO launch. Slyvia Jablonski sees similar traction in ETFs her company offers. She explains how the Elon Musk-led stock is just the latest of many showing a growing trend of sin...

Charles Schwab's Rachel Dashiell breaks down the S&P 500 (SPX), pointing to its resilience near the 20-day moving average and improving market breadth. She also highlights DoorDash (DASH) as a bullish momentum play after retesting yearly lows, and American Express (AXP) as a technical breakout candidate following a completed double-bottom reversal and stronger relative strength in financia...

"We're all digesting artificial intelligence" and its future speed capabilities, says Peter Andersen, who believes investor concerns on AI's limitations have investors intrigued in the quantum computing space despite being in "very early stages." He compares the competing quantum technologies and how they play into the space. Peter explains how companies like Rigetti Co...

Meta Platforms (META) has a lot to prove when it comes to showing investors it can provide significant ROI with its AI endeavors, says Jason Ware. He talks about the Mag 7 giant's push toward LLM creation and its substantial CapEx headwinds. That said, Jason believes the company is undervalued and sees a $800 target for the stock. ======== Schwab Network ======== Empowering every investor and...

LikeFolio's Landon Swan previews Carnival’s (CCL) earnings, highlighting improving booking trends that contrast with softer demand at Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH). He notes Carnival’s mass-market positioning, alongside new initiatives like shareholder rewards and the Celebration Key destination. Swan also flags an early dip in bookings versus prior years but maintains...

Stephen "Sarge" Guilfoyle calls the space industry a "niche" trade that will become increasingly more important in the years to come, thanks in part to SpaceX's (SPCX) recent IPO. He likes Rocket Lab (RKLB) and explains why there's plenty of upside despite the stock's fall from all-time highs. Luke Lloyd warns that SpaceX will lead momentum short-term across the spa...

Numerator CEO Eric Belcher breaks down Amazon’s (AMZN) Prime Day, noting its shift from a high-end electronics event to a broad-based shopping moment. He highlights that more than 60 million U.S. households are expected to participate, with spending tilting toward necessities like groceries amid inflation. Belcher also points to the rise of year-round discounting and agentic shopping as consumers...