Schwab Network

Pressure's on for the Mag 7. Kevin Green points out that most of the names reporting today historically traded lower a week after earnings, all while stocks currently trade in an all-time high stock market. One company showing little signs of weakness: Seagate (STX), where shares rally strong in the premarket following its blockbuster earnings. On crude oil, KG talks about why the spread betwe...

Adam Lynch with Charles Schwab dives into the key technicals behind Bitcoin's price action to show what is pushing the cryptocurrency's rally to three-month highs. On the Clarity Act, he talks about how crypto's commodity classification under the legislation will move Bitcoin, Ethereum, and more beta-heavy cryptocurrencies like XRP. Adam later turns to the Fed's interest rate meeti...

AI-tied stocks sold off after a report stated OpenAI couldn't meet sales metrics. Spotify (SPOT) shares dropped as subscriber growth slows. Seagate (STX) aimed to retake tech momentum after the closing bell. Marley Kayden talks about the biggest stories of Tuesday's trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

Marley Kayden, Sam Vadas, and Kevin Green break down today's postmarket earnings. T-Mobile (TMUS) and Seagate (STX) both beat on their top and bottom lines but showed much different reactions in after-hours trading. The panel offers more insight into the key metrics driving price activity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Marley Kayden talks about JPMorgan Chase's (JPM) CEO warning of a bond crisis and why he believes investors need to look out. Sam Vadas talks about Meta Platforms (META) as it prepares to unwind its own Manus acquisition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Op...

Marta Norton looks at a pivotal week for markets as earnings collide with the Federal Reserve’s policy decision. She says Microsoft (MSFT) sits at the center of investor scrutiny around AI monetization and cloud execution, while noting that compressed tech valuations now offer a margin of safety. Norton also discusses potential value in software, the importance of cash‑flow durability, and how any...

Thomas Urano breaks down the Federal Reserve’s latest meeting as markets weigh a hawkish hold amid stubborn inflation and fading rate‑cut expectations. He discusses the growing focus on Fed leadership uncertainty surrounding Jerome Powell and what a potential Kevin Warsh‑led Fed could signal for policy. Urano warns that reduced balance‑sheet support and less forward guidance could increase volatil...

Mark Gibbens breaks down UPS’s (UPS) volatile reaction to earnings after a beat without upgraded guidance, as the company restructures away from low‑margin Amazon (AMZN) volume toward healthcare and automation. He notes headwinds from fuel costs and geopolitics, partially offset by surcharges. Colin Symons adds that UPS remains a challenging trade during its transition, highlighting comparison gap...

WalletConnect CEO Jess Houlgrave takes a deeper glimpse into what's holding back the crypto landscape as Bitcoin struggles to break back above $80,000. She also breaks down how her company navigates a broadening crypto landscape as institutional investors pile into the space with adoption poised to grow. ======== Schwab Network ======== Empowering every investor and trader, every market day. O...

F/m Investments CEO, Alex Morris, examines the U.S. bond market ahead of the Fed’s rate decision, arguing that persistent inflation and rising oil prices make near‑term rate cuts unlikely. He outlines strategic fixed‑income positioning through short‑term treasuries, TIPS, and aggregate bond exposure as a way to manage duration and volatility. Morris cautions against an all‑equity approach, emphasi...

Dryden Pence believes Meta Platforms (META) needs to show ways it can maintain a dominant position in the AI race, even if that means raising CapEx once again. He calls the spending an investment that will serve as a catalyst down the road. Its AI growth, paired with a global social media net, are two Dryden sees lifting earnings. He lists Broadcom (AVGO) and RTX Corp. (RTX) as other top stock pic...

Futurum president Dan O'Brian breaks down some of this week's Mag 7 earnings by highlighting ongoing supply constraints across the industry. He reviews how major AI stocks are performing on a broader scale with a close eye on Apple (APPL) and notes on what investors can expect to be surprised by this week. Dan also weighs on AI CapEx and the roadmap for Big Tech firms to deliver on ROI. ==...

LikeFolio's Andy Swan breaks down Starbucks’ (SBUX) growing challenges as the company looks to regain consumer loyalty amid rising competition. LikeFolio data shows declining web traffic as rivals such as Dutch Bros (BROS), McDonald’s (MCD), and Dunkin’ gain traction. Swan warns that pricing pressure, higher costs, and a brand reset could make a near‑term turnaround harder than Wall Street exp...

Seth Schachner and Corey Martin examine Spotify’s (SPOT) post‑earnings drop after the company delivered cautious subscriber guidance and fell short of the 300 million premium milestone. They question whether future price hikes could further slow U.S. growth as competition from Alphabet’s (GOOGL) YouTube intensifies. The pair also discuss Spotify’s margin pressures, podcast and audiobook expansion,...

Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors under the waves of the AI trade and highlights the undercurrents creating long-term risks, from software's sell-off to powering AI data centers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Op...

"Good on earnings is not good enough," says Jeffrey Small in previewing the string of Mag 7 earnings reporting Wednesday and Thursday. He argues guidance is the more important metric. That said, he sees most of Big Tech as a buy, saying, "we may not see prices like this" for a long time again. Jeffrey's top picks in the Mag 7: Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOO...

Jessica Inskip takes us through today's Big 3 trades tied to the AI trade. She points to T-Mobile (TMUS) having strong cash generation and a 2.3% dividend yield, Credo (CRDO) enhancing capability in large scale AI networks, and notes Marvell (MRVL) as a higher beta play serving as a solution to a key AI bottleneck. Rick Ducat walks through the key technicals in the stock charts. ======== Schwa...

Marley Kayden and Tim Biggam talk about the high and lows of UPS Inc. (UPS). Marley says the company is up 4% this month and beat on revenue, but moved lower due to cautious guidance. Tim Biggam argus UPS is ultimately a stock going nowhere, however, it will not be one affected too negatively by AI. He offers an example options trade for UPS stock. ======== Schwab Network ======== Empowering every...

"The hottest trade on Wall Street" faces new pressure from OpenAI, says Charles Schwab's Nate Peterson, noting the possibility that semiconductors as a group are forming an "island top." He believes any dent to the AI demand picture as the Mag 7 report earnings will lead to further downside. Nate has his eyes on revenue projections as the biggest tell to a potential shake-u...

Stephen Biggar breaks down Visa’s (V) earnings setup as shifting consumer behavior and a K‑shaped recovery shape spending trends. He highlights Visa’s continued share gains, strong margins, and exposure to cross‑border risks tied to Middle East tensions, while noting resilience among affluent consumers signaled by American Express (AXP). Tom White demonstrates an example trade. ======== Schwab Net...

Vince Lorusso, President and CEO of Clough Capital, says today’s market rewards active investing as gaps widen between winners and losers. He explains how one strategy focuses on long‑term growth themes like rising demand for computing power, while another looks to protect portfolios from weakening consumer trends. Lorusso also cites individual stocks such as Five Below (FIVE), Workday (WDAY), Wix...

Indrani De explains how Middle East tensions are reshaping markets, embedding a permanent risk premium in oil while pushing investors toward new defensive plays. She argues that mega‑cap tech names like Apple (AAPL) and Microsoft (MSFT) now function as defensives, while A.I. supply‑chain leaders in Taiwan and South Korea, including TSMC (TSM), benefit from risk‑on sentiment. De also highlights lis...

Kevin Green helps investors break down the tough market environment as tensions in Iran and Lebanon escalate, sending crude oil back above $100 level. He says Big Tech and AI momentum continue to carry markets as key earnings approach, including Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) among others. ======== Schwab Network ======== Empowering ev...

Nancy Tengler talks all about tech as five Mag 7 companies ready to report earnings. She believes Big Tech remains a key long-term trade due to their earnings growth. Nancy talks about how some of these companies and other emerging tech play into the Wedbush Laffer Tengler New Era ETF (TGLR). She turns to earnings ahead and her expectations, from Mag 7 firms like Apple (AAPL) to consumer discretio...

There's a slew of earnings that Diane King Hall talks investors through at the start of Tuesday's trading session. She notes weaknesses in Corning's (GLW) latest report after the stock shined as an outperformer so far this year. UPS Inc. (UPS) beat, but as Diane points out, there's concerns surrounding domestic sales trends for the company. Coca-Cola (KO) shined as a winner, both i...