Schwab Network

Boeing (BA) is gaining momentum as production stabilizes and strong defense demand improves its credit outlook. Ben Tsocanos says commercial deliveries and deep defense backlogs are helping offset balance‑sheet concerns. Luke Lloyd adds that following government spending favors names like AeroVironment (AVAV), Palantir (PLTR), and Intel (INTC), pointing to a broader tailwind for defense, industria...

Tesla's (TSLA) core business is facing issues with its EV inventory build-up, says Hatem Dhiab, as customers in Europe and the U.S. seem to have their eyes on related automobiles. Another issue he has with the Mag 7 company: a lack of execution on AI and robotaxi promises made years ago. Hatem highlights his hopes for Tesla's earnings after the close Wednesday. ======== Schwab Network ====...

Charles Schwab's Kevin Horner says markets are getting thinner near all-time highs, but adds that sometimes, it's best not to fight the trend. He highlights bullish and bearish trends in the S&P 500 (SPX). Kevin turns to stocks in D-Wave Quantum (QBTS) and First Solar (FSLR) to shed a light on equities he sees have big moves after crossing key technical trends. ======== Schwab Network...

Rachel Springate says the venture capital market is shedding undisciplined capital, setting the stage for a more selective investment cycle. She highlights mispriced opportunities in women’s health and elite sports, where years of underinvestment have created valuable proprietary data advantages. As AI matures, Springate argues these data‑rich private markets may offer stronger defenses than publi...

American Express (AXP) continues to benefit from a loyal, high‑spending customer base that remains resilient in a K‑shaped economy. LikeFolio's Landon Swan says premium perks, strong fraud protection, and growing appeal among younger affluent consumers are helping AXP outperform Visa (V) and Mastercard (MA). With AI improving efficiency and card fees rising, the focus turns to whether American...

United Airlines (UAL) posted an earnings beat, but shares fell as fuel volatility and cautious forward guidance weighed on sentiment. Sean Cudahy and Robbie Silk discuss the airline’s shift toward premium travelers, capacity reductions, and efforts to offset higher energy costs through fare and fee increases. They also examine consolidation prospects and whether United can sustain brand loyalty as...

Gold and crude oil volatility is telling nothing about short-term trends, says David McAlvany. "Noise" surrounding volatility and shorter-term traders in commodities lead to what David considers a headline-driven market. However, he sees strong fundamentals for gold long-term. For crude oil, David suggests investors pay attention to energy insecurities as conflicts continue in the Strait...

TheoTrade's Don Kaufman offers a bullish example options trade for Walmart (WMT) while turning to bearish trades in Alibaba (BABA) and Citigroup (C). He provides insight backing his trades as Rick Ducat offers a closer look into key support and resistance areas to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

Markets don't seem to care about geopolitics or crude oil's uptick, says Matthew Tuttle, though he advises caution ahead. "You can't ignore the rally," says Matthew, "but the real tell is going to be the oil market and the bond market." He suggests keeping hedges as long as crude oil prices stay elevated. Matthew also notes long-term energy investment opportunities...

Tesla (TSLA) sales are flat for a third year in a row, according to Steve Westly. He makes the case that the Mag 7 giant needs to accelerate its AI, robotaxi, and Optimus prospects as some investors continue to question Tesla's fundamentals. Tom White turns to an example options trade for Tesla ahead of the company's earnings after Wednesday's closing bell. ======== Schwab Network ====...

IBM Corp. (IBM) reports earnings after Wednesday's closing bell, with investors looking to see if the software giant can beat for a 13th straight quarter. Marley Kayden offers insight into key metrics to watch while Prosper Trading Academy's Scott Bauer turns to an example options trade for IBM. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Charles Schwab's Collin Martin recaps Kevin Warsh's Senate testimony and the key takeaways from the meeting. Warsh's desire to shrink the Fed's balance sheet is a process Collin believes will have headwinds. On Fed transparency, Collin notes commentary from Warsh that suggest a pullback in FOMC communications. ======== Schwab Network ======== Empowering every investor and trader, e...

Morningstar Wealth's Philip Straehl says U.S. equities are showing resilience as key downside risks fade, including easing rate‑hike fears and progress toward a ceasefire. He notes recent tech and semiconductor gains appear driven more by sentiment and liquidity than new fundamentals. In software, Morningstar favors high‑switching‑cost names like SAP (SAP), while gold’s role as a hedge has wea...

Markets are transitioning from geopolitical risk and focusing more on earnings, says Kevin Green, pointing out the "oil higher, stocks higher" trend as a key indicator. Don't discredit headlines around the Strait of Hormuz, however, with KG pointing out reported attacks on oil tankers keeping energy disruption risks top of mind. When it comes to Wednesday's big earnings slate tha...

Clayton Triick says credit markets are showing resilience despite equity volatility, with value shifting toward mortgage‑backed securities. He highlights non‑agency mortgage bonds as an attractive total‑return opportunity and points to the Angel Oak Strategic Income ETF (CARY) as a way to gain active exposure across structured and corporate credit. Clayton also sees a constructive housing backdrop...

Alec Young believes the stock market hit the bottom on March 30 when the S&P 500 (SPX) hovered around 6,300. He believes we're in a set-up where a sharp and steady rebound will shape even if "nasty headlines" on Iran still hit the tape. Alec cites an improving fundamental picture, AI acceleration, and earnings growth as key catalysts for a continuing bull run. ======== Schwab Net...

Michael Stivala, President and CEO of Suburban Propane Partners (SPH), discusses how the company is benefiting from abundant U.S. propane inventories, which provide insulation from global supply shocks and geopolitical risk. While its core business remains focused on domestic heating reliability, SPH is investing in renewable natural gas and hydrogen projects to support long‑term, lower‑carbon gro...

President Trump's decision to extend the ceasefire in Iran indefinitely came from confusion on "who's in charge" of the company, says Kevin Hincks. He highlights the geopolitical turmoil in Iran and the Strait of Hormuz and the big picture they play into continuing energy disruption. On the earnings front, he believes Tesla (TSLA) will catch the most attention, but don't disc...

United Airlines (UAL) is moving lower after earnings as the company signals headwinds amid energy disruptions surrounding the Strait of Hormuz. Diane King Hall explains how it sets an uncertain tone for the airline industry. In the financial space, she touches on why Capital One (COF) moves are mixed following its earnings. Diane then turns to the red-hot AI memory trade after Barclays upgraded Se...

Tesla (TSLA) reports earnings after the close on Wednesday. Investors hope the company can hit the gas on its AI and robotaxi story as shares experience a 15% decline so far in 2026. Rick Ducat highlights key support and resistance areas while Tom White offers an example options trade for Tesla. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Erin Gibbs talks about the "juxtaposition" between the U.S.-Iran War and earnings season sending mixed signals to investors seeking direction. She talks about how the strong start of earnings season offers a lifeline for bulls to reenergize. Erin turns to her stock picks in CNX Resources (CNX), Flowserve (FLS), and Generac (GNRC). ======== Schwab Network ======== Empowering every investo...

Seagate (STX) is reaching levels that Rachel Dashiell sees as big profit-taking points. She highlights the key support and resistance areas to watch as shares continue a stunning year-over-year rally. ======== 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 Docu...

The U.S. will indefinitely extend its ceasefire on Iran until it sends what President Trump calls a "unified proposal." Kevin Green analyzes the latest headlines and what it means for the future of energy disruptions surrounding the Strait of Hormuz. He tracks the latest commodity moves in crude oil, along with risk appetite via Bitcoin and tech. KG turns to the earnings front by looking...

As stocks see-sawed throughout Tuesday's trading session, Marley Kayden and Sam Vadas focus on stories you may have missed underneath the slew of earnings and geopolitical headlines. They highlight a tariff refund process taking shape and touch on incoming Fed Chair Kevin Warsh's confirmation hearing, along with his plan for the FOMC. ======== Schwab Network ======== Empowering every inves...

Audrey Symes breaks down OpenAI’s new industrial policy report, arguing AI will reshape tasks rather than eliminate jobs. She notes adoption remains early across industries, with productivity gains potentially easing long‑term inflation as firms rethink how work is structured. Symes adds that AI is more likely to amplify human roles than replace them, even as investment flows toward hyperscalers a...