Schwab Network

Choppy crude oil prices show the lasting uncertainty surrounding the U.S.-Iran War. Kevin Green talks about the "demand destruction" shaping the whole picture around supply and demand, along with reasons as to how markets are mispricing the headlines. On Big Tech movers, KG notes Apple (AAPL) Tim Cook stepping down from the big seat and Amazon's (AMZN) decision to extend its partners...

Eli Lilly's (LLY) $7 billion acquisition of Kelonia Therapeutics and American Airlines (AAL) denying a United Airlines (UAL) acquisition bid take Sam Vadas and Marley Kayden's attention for Monday's final takeaways. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow...

Thierry Wizman says markets are showing fragile optimism as geopolitical tensions and central bank expectations collide. He notes equities are brushing off ceasefire uncertainty while attention turns to possible shifts in Federal Reserve policy, including balance‑sheet adjustments that could reshape the yield curve. Wizman also examines how oil, risk assets, and growth expectations are being repri...

CEO and Executive chairman at NextNRG (NXXT), Michael Farkas, says right now we are behind on the amount of money needed to deploy AI and data centers. He notes that larger data centers will impact the way the public pays for technology. Michael warns that using any "backdoor" electricity is a major issue in the national security industry. ======== Schwab Network ======== Empowering ever...

Todd Chanko says investors should stay focused on long‑term fundamentals as markets hit record highs. He highlights Cactus (WHD), Sonoco (SON), Millicom (TIGO), and Harmony Biosciences (HRMY) for free cash flow strength, pricing power, and durable growth opportunities in a shifting valuation environment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Christopher Zook warns tech’s renewed momentum may be outpacing fundamentals. He’s bullish on AI leaders like Alphabet (GOOGL) and Nvidia (NVDA), but cautious on Apple (AAPL), while noting broader risks from consumer strain and shifting labor and private‑market dynamics. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

U.S. and Iran volatility is back in the spotlight, and so are energy constraints as the Strait of Hormuz remains closed in the midst of ongoing negotiations. Even if the strait opens tomorrow, Tom Graff doesn't see pre-war crude oil prices in the cards "for a while." He adds that inflation risks add pressure on the Fed's dual mandate. When it comes to investing, Josh Barone sugge...

Ray Salmond says Bitcoin has shown strength since the Iran conflict, which he expects to continue. He said the bid on Bitcoin rose to 78,000 last week and a lot of models suggest we could see it go to one million over time. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the...

Jordan Rizzuto says the traditional 60/40 portfolio is breaking down as stocks and bonds move together during inflationary periods. He explains how the Gamma Road Market Navigation ETF (GMMA) uses a rules‑based rotation between S&P 500 exposure and T‑bills to stay defensive when risk rises and re‑engage equities during relief rallies. ======== Schwab Network ======== Empowering every investor...

Heather Winston says Gen Z is reshaping workplace expectations, pushing for pay transparency, clear career paths, and benefits that support overall well‑being. Citing new data from Principal Financial Group (PFG), she notes that aligning compensation, “total rewards,” and culture can materially boost retention as AI continues to transform the labor market. ======== Schwab Network ======== Empoweri...

Diane King Hall and Tom White speak with Andy Swan, co-founder of LikeFolio after Tesla (TSLA) rallied last week. Andy says the company's Model Y "was the highest selling car in China in March," a factor he believes offers a bullish lift for shares. That said, He suggests traders "should back off this quarter." ======== Schwab Network ======== Empowering every investor and...

Marvell (MRVL) is hitting record highs on reports of a collaboration with Alphabet (GOOGL) to develop custom AI chips, challenging Nvidia (NVDA) and pressuring Broadcom (AVGO). Alex Coffey breaks down the chip and memory implications, while Prosper Trading Academy's Mike Shorr highlights elevated volatility and outlines a credit iron condor strategy to monetize rich options premiums. ========...

Crypto is becoming more of a safe haven for inventors looking to escape volatility, argues Erin Friez. A sticking point she sees is Congress not passing the Clarity Act, making the case that a "perfect solution" can only be reached if the legislation moves forward. Broader institutional adoption of cryptocurrencies adds to John Haar's bull case for the space. He has reasons to believ...

Bobby Ocampo says the perceived collapse in SaaS is more about market sentiment than weakening fundamentals. He argues incumbents like Salesforce (CRM) and Workday (WDAY) are maintaining their moats by monetizing A.I. within trusted, deeply integrated platforms. Ocampo adds that enterprise spending and retention remain strong, favors “last‑mile” A.I. and cybersecurity plays, and warns that compani...

Prosper Trading Academy's Scott Bauer turns to three stocks catching plenty of trading attention in recent weeks. He touches on the Mag 7 through Tesla (TSLA), along with stocks like AST Spacemobile (ASTS) and ServiceNow (NOW) that saw tremendous selling action. Scott provides example options trades for each name while Kevin Green offers technical insight through the stock charts. ======== Sch...

Ted Thatcher says markets are showing headline fatigue around geopolitical tensions, with the S&P 500 staying near records as investors refocus on A.I. He highlights key earnings ahead for Tesla (TSLA) and ServiceNow (NOW), and flags a valuation disconnect in Oracle (ORCL). Thatcher also warns that sticky producer inflation, a tightening labor market, and higher energy costs may be starting to...

UnitedHealth (UNH) will have lots of eyes focused on its earnings before Tuesday's opening bell. Nick Raich outlines the financial question marks surrounding the healthcare insurer and explains the importance of guidance. Tom White turns to an example options trade for UnitedHealth as shares see a 30% decline year-over-year. ======== Schwab Network ======== Empowering every investor and trader...

Charles Schwab's Michelle Gibley believes markets are showing signs of FOMO as uncertainty continues between the U.S. and Iran. "Things could get worse before they get better," she warns. Even if the Strait of Hormuz reopens today, Michelle says it could take months or years before crude oil and general energy prices normalize. She highlights the risks in U.S. and global equities. ==...

David Doyle says the U.S. economy’s resilience is keeping inflation pressures alive, raising the risk that the Fed’s cutting cycle is over. He points to low jobless claims, solid consumer spending, tariff-related cash inflows, and shifting trade policy as factors that could push monetary policy toward a prolonged pause—or even future hikes. ======== Schwab Network ======== Empowering every investo...

Volatility's far from gone, according to Kevin Green, pointing to conflicting headlines around the Strait of Hormuz. Watch crude oil for a sharp, tentative upside move, as KG argues investors aren't properly pricing risk to global economies and the Fed's interest rate cycle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

7,200 is still Jay Woods's SPX target for the end of 2026 — a number the index came within 1% of hitting last week. He explains his thesis and why traders should avoid "timing the market" as uncertainty around the Strait of Hormuz persists. Jay turns to stocks he's watching, from Nvidia (NVDA) and Citigroup (C), to earnings movers like ServiceNow (NOW) and UnitedHealth (UNH). ===...

Markets are finding their footing on Monday morning but AST Spacemobile (ASTS) really came "down to Earth," says Diane King Hall. She explains why the company is de-orbiting BlueBird 7 and turns to the stark selling action in the space company. Qorvo (QRVO) and Skyworks (SWKS) added to downward momentum after Mizuho downgraded both stocks. Diane later notes a winner in SanDisk (SNDK) aft...

Charles Bobrinskoy says the S&P 500’s heavy tech concentration is giving investors a false sense of diversification, creating an opportunity in overlooked small-cap value stocks. He favors housing-exposed names MHK and REZI, consumer plays SJM and PHIN, MOS as an agriculture hedge, and suggests short-duration fixed income as inflation risks remain elevated. ======== Schwab Network ======== Emp...

Headlines out of Iran have markets jittery once again, though Kevin Hincks remains positive on the forward momentum of the stock market. Kevin explains the "two stories" he sees and contradiction in rhetoric he sees between the U.S. and Iran. He talks about the latest earnings, economic data, and Fed news he says remains just as important to follow this week. ======== Schwab Network ====...

GE Aerospace (GE) shares have experienced months-long consolidation ahead of Tuesday's earnings. Tom White turns to the support and resistance area to watch in the stock chart, later offering an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tradin...