Schwab Network

Tim Bohen with StocksToTrade says investors who are staying out the market are making a mistake, pointing to opportunities they missed and ones he sees ahead. His Big 3 focuses on stocks tied to the AI trade, from rising hardware giants in Intel (INTC) and Marvell (MRVL), to nuclear energy in Oklo Inc. (OKLO). Rick Ducat backs Tim's analysis by examining key support and resistance areas in the...

Market technicals and momentum have Eddie Ghabour believing you need to weigh more on technicals than fundamentals amid the strong rally in stocks. "We're trusting the trends, until they break," says Eddie, just be mindful of geopolitical risks still out there. However, he sees a lot of money on the sidelines which he expects to move "aggressively" should a favorable market...

Danielle Shay talks anything and everything AI chips as Intel (INTC) leads a strong charge forward after earnings. She offers suggestions for investors on how to trade what she calls an overbought market. Some stocks on Danielle's radar include Nvidia (NVDA), AMD Inc. (AMD), and Broadcom (AVGO). George Tsilis turns to an example options trade for AMD. ======== Schwab Network ======== Empowerin...

An outperform rating from Wedbush wasn't enough to push Oracle (ORCL) higher on Friday's trading session. Marley Kayden walks investors through the analyst report and corners of its business she's watching after the company's 11% decline in stock price throughout 2026. Dan Deming offers an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor...

Mike Townsend and Cooper Howard discuss reports that the DOJ may drop its criminal investigation into Fed Chair Jerome Powell, easing a key hurdle for Kevin Warsh’s confirmation ahead of next week’s FOMC meeting. They note continued resilience in U.S. economic data despite geopolitical tensions and higher energy prices. Howard cautions that elevated oil prices could keep upward pressure on long‑te...

JJ Kinahan says falling volatility is signaling growing market confidence as the Nasdaq posts a sharp rally. He highlights strong retail dip‑buying and heavy options activity in Meta Platforms (META) and Nvidia (NVDA) ahead of a major earnings week featuring META, Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL). Kinahan also points to Exxon Mobil (XOM) and Chevron (CVX) earnings as key reads on...

Kevin Green breaks down Intel’s (INTC) post‑earnings surge as shares surge more than 20%, driven by growth in AI data centers and new foundry momentum with new clients like Tesla (TSLA). He explains how the move is lifting the broader CPU space, including AMD (AMD), as markets stay range‑bound. KG also looks at crude oil volatility tied to Middle East tensions and whether upcoming Mag 7 earnings c...

Tammy Marshall of Elliott Wave Trader and self-dubbed "Fibonacci Princess," talks about how she's navigating what she considers an "overextended" stock market. She offers some of her stock picks like NPK International (NPKI), SharkNinja (SN), and Vita Coco (COCO) and explains why she sees further upside for each. Tammy explains the trends she sees ahead for Micron (MU) afte...

It's not just Intel (INTC) earnings making moves in the tech sector, as Diane King Hall highlights TSMC's (TSM) record high run and Wedbush initiating an outperform rating for Oracle (ORCL). Turning to another corner of the market, Diane later discusses Procter & Gamble's (PG) earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Jeff Mortimer says U.S. markets have stabilized after geopolitical volatility, with focus returning to earnings growth and margins. He’s bullish for the intermediate term, urging investors to buy weakness and broaden exposure beyond A.I. leaders like Nvidia (NVDA) and Intel (INTC). Mortimer favors U.S. equities over international markets, highlighting energy and utilities as key beneficiaries of t...

"There has been no hotter area of the U.S. economy than chips and memory," says Kevin Hincks, calling out the "incredible runs" AI companies experienced. Intel (INTC) has taken the baton with its post-earnings rally into Friday's trading session. Kevin also has optimism that geopolitical tensions will ease with another round of peace talks between the U.S. and Iran reported...

Dennis Lockhart, former president and CEO of the Federal Reserve Bank of Atlanta, talks about his impressions on incoming Fed Chair Kevin Warsh. He believes Warsh will face a challenging environment with pressure from the White House and American consumers to lower rates even as inflation remains persistent. Dennis believes politics need to stay out of the FOMC. ======== Schwab Network ======== Em...

Rick Ducat looks into Apple's (AAPL) stock chart as the Mag 7 giant readies to report earnings next week. He looks ahead by examining options activity and offers an example options trade for Apple. ======== 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 Disclosure Doc...

Gina Martin Adams believes markets now need to contend with fundamentals as crude oil volatility continues to batter investors. She says markets needs to see a "passing of the baton" as the Mag 7 continues to stay below all-time highs despite tech outperformance. In small caps, Gina likes the space due to due to their low valuation and better M&A environment. ======== Schwab Network...

Oracle's (ORCL) double-bottom pattern has signs of bullish divergence, says Rachel Dashiell of Charles Schwab. She points out the key signs to watch in Oracle's chart for bulls to retake control of shares. ======== 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 Di...

Investors are getting more defensive when it comes to the outperformers, says Kevin Green, pointing out the cautious tone in market breadth. He offers his take on warning signals to consider in equities and crude oil. On Intel (INTC) earnings, he calls the report "phenomenal" and notes a likely short squeeze in options activity. TSMC (TSM) shares are set to open at record highs after Reu...

Heading into the final trading session of the week, Marley Kayden and Vadas recap Thursday's headlines by talking about the importance of Texas Instruments (TXN) earnings and the day's economic data. ======== 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 Disclosu...

After a stellar 50% rally just in April, Intel (INTC) earnings test the legacy tech company's growth story as shares near all-time highs. A strong earnings beat added plenty of muscle to that narrative. Marley Kayden, Sam Vadas, and Kevin Green go over the company's metrics to highlight strengths and weaknesses in the print. ======== Schwab Network ======== Empowering every investor and tr...

Sam Callahan says Bitcoin is emerging as a safe‑haven asset, supported by growing institutional adoption from firms like Morgan Stanley (MS) and Charles Schwab (SCHW). He notes Bitcoin’s outperformance versus stocks and gold, arguing its commodity status and maturing ecosystem set it apart from the broader crypto market. ======== Schwab Network ======== Empowering every investor and trader, every...

Kristy Akullian says the AI trade is shifting from software to semiconductors, with record ETF inflows signaling strong conviction despite a sharp run‑up in the SOX. She also highlights growing interest in emerging‑market tech exposure via iShares MSCI South Korea ETF (EWY) and iShares MSCI Taiwan ETF (EWT), while recommending value stocks, gold, and commodities for diversification. ======== Schwa...

Josh Schafer says the Nasdaq’s longest winning streak in decades reflects strength in corporate profits, even as geopolitics add volatility. He favors semiconductors and hardware over software, highlighting Intel (INTC) as a potential turnaround tied to AI infrastructure demand, while also noting energy plays like Cactus (WHD) for defense. ======== Schwab Network ======== Empowering every investor...

Tech excitement builds around the Google Cloud Next conference, with Ian Tien talks about the developments he hopes to see. As AI progresses, he believes Alphabet (GOOGL) will benefit from a full suite of opportunities, ranging from its Broadcom (AVGO) TPU partnership to Google Gemini. Lisa Martin will have her eyes on AI agents, as she sees the innovation as the next critical step for the industr...

Crypto is seeing a "very, very construction" set-up, says Chris Perkins. Resiliency in turmoil surrounding the Strait of Hormuz and increasing institutional purchasing adding to his bull case. Chris talks about how it all builds into a "trustless, permissionless world" that serves into what he considers a perfect crypto environment. He adds that Kevin Warsh's pro-crypto sta...

Sylvia Jablonski says record highs in the S&P 500 and Nasdaq are masking rising volatility, making diversification beyond the Magnificent Seven increasingly important. She points to AI infrastructure and energy as key growth areas, highlighting ETFs like XMG and JEDI as geopolitics and defense spending reshape where AI monetization is heading. ======== Schwab Network ======== Empowering every...

R. "Ray" Wang says geopolitical volatility is creating an opportunity to add high‑growth tech, highlighting ServiceNow (NOW) and a resilient software landscape. He also breaks down big tech earnings, pointing to Amazon (AMZN), Alphabet (GOOGL), Meta (META), Salesforce (CRM), and Workday (WDAY) as key beneficiaries of the AI infrastructure buildout, while remaining bullish on Tesla’s (TSL...