Schwab Network

Thomas Hayes says all the headlines surrounding Iran and the Strait of Hormuz "is just noise" for Wall Street. He sees a rocky road ahead for equities but has confidence they will continue to trend higher. Thomas adds that you will need to stay selective in stocks and eye quality names recently beaten down. He picks VF Corp. (VFC), Cooper Standard (CPS) and Papa John's (PZZA) as top...

When looking into how much consumers can handle fluctuating crude oil prices and geopolitical volatility, David Krakauer tells investors to look at the economic data. He points to prints this week like retail sales that serve as barometers for the consumer mindset. David turns to the health in financials by examining how the conflict impacts earnings. "Think globally," David tells invest...

Watch for signals of waning momentum in IBM Corp. (IBM), says Rachel Dashiell with Charles Schwab. She points out bearish technicals pinning bullish price action. However, Rachel says that if shares can fill an upward gap, IBM bulls have room to run. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

The Strait of Hormuz is closed again as geopolitical turmoil between the U.S. and Iran escalates. Kevin Green talks about the social and societal impacts countries across the globe face should energy shortages continue. He says not to be surprised if the S&P 500 (SPX) retests 7,000. KG turns to tech movers in software, semiconductors, and SanDisk's (SNDK) entry into the Nasdaq-100 (NDX). =...

Marley Kayden closes out the week with her final takeaways by examining some of the biggest winners on Friday. Both software and hardware stocks gave the tech trade lots of muscle, while a big slip in crude oil set the runway for travel stocks to soar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investo...

Barry DiRaimondo, CEO of SteelWave, discusses how collapsing office valuations on the West Coast are creating opportunity through asset repurposing. He highlights renewed leasing demand driven by A.I. and defense spending, a pending shift from credit to equity deployment, and long‑term potential in residential conversions and infill industrial properties. ======== Schwab Network ======== Empowerin...

Crit Thomas says the bull market remains intact as strong U.S. growth, capital spending, and a supportive Fed backdrop push equities higher. He sees artificial intelligence shifting from hype to infrastructure reality, with long backlogs and a second growth phase emerging through agentic tools. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Roger Wells, CEO of AEVEX (AVEX), discusses the company’s strong NYSE debut and plans to scale autonomous drone systems for modern warfare. He explains how rising global defense spending and real‑world deployments position the company for long‑term growth in next‑generation defense technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Rick Ducat turns to stocks he sees at "inflection points" for Friday's Charts to Watch. His three picks today: PulteGroup (PHM), Occidental Petroleum (OXY), and Lockheed Martin (LMT). ======== 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 Documen...

Steve Nelson, CEO of Faith Investor Services, discusses how ethical investing can align with strong revenue and earnings growth despite global uncertainty. He outlines the strategy behind the FIS Biblically Responsible Risk‑Managed ETF (PRAY) and explains why leading semiconductor and AI‑driven companies play a central role. Nelson also highlights the importance of core fixed income through new ac...

With earnings growth projected to continue and the U.S.-Iran War seemingly cooling down, Jason Ware has high expectations for Big Tech ahead. Recent sell-offs in Mag 7 companies like Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) offer what Jason considers notable buy opportunities. That doesn't keep headwinds out of mind with lasting supply shocks from the Strait of Hormuz closure ripp...

Meghna Maharishi and Brett Snyder break down mounting pressures in the airline industry as premium travel demand remains strong amid operational and energy‑related risks. They explain why carriers like United (UAL) and Delta (DAL) continue to outperform, while budget airlines face growing challenges from costs and competition. The discussion also highlights lingering risks tied to fuel prices, bag...

Art Levy explains how startups are using artificial intelligence to accelerate growth, improve efficiency, and raise capital faster than peers. He highlights data showing AI‑driven companies are scaling headcount, increasing product velocity, and allocating spend toward platforms like OpenAI and Anthropic rather than purely expanding payroll. The shift points to AI acting as a leverage tool—not a...

Megan Brantley of LikeFolio believes Microsoft (MSFT) is majorly undervalued when turning to her firm's data, which shows a significant increase in year-over-year web visits. The Mag 7 giant's large swath of software products and enterprise growth adds to Megan's confidence. The question remains: is the bottom in for Microsoft? Megan dives deeper into the data and helps investors answe...

Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of Reed Hastings stepping down from the board. They discuss the balance between pricing power and subscriber retention as Netflix expands into live sports, advertising, and video podcasting. ======== Schwab Network ======== Empowering every investor an...

Semiconductors will continue to rally, argues Wedbush's Matthew Bryson, though the extent of the rally will vary from company to company. Even as the sector sees a growth slowdown compared to years prior, he names firms like Nvidia (NVDA) with many different arms in the AI industry as the long-term winners. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Ed Siddell, President and CIO of EGSI Financial, warns that the market’s hockey‑stick rally remains vulnerable to geopolitical uncertainty in the Middle East. He outlines a rules‑based approach favoring hard assets like gold, silver, and miners, along with long‑term opportunities in nuclear energy driven by A.I. and data‑center demand. Siddell also explains why elevated oil prices remain a headwin...

Tim Bohen sticks with his bull case on the space race. He sees promise for Intuitive Machines (LUNR) and Planet Labs (PL) as space technology develops and SpaceX readies its IPO. Tim turns to what he considers a more stable trade idea for XPO Inc. (XPO) amid the "reindustrialization of America." Rick Ducat backs Tim's ideas by highlighting support and resistance areas in each stock c...

Nvidia (NVDA) shares moved back above $200 for the first time since November. John Belton still sees the brains behind much of the AI trade as one that's reasonably priced. While he doesn't see explosive growth in 2026 similar to past years, he believes Nvidia is making proper business moves that will benefit the balance sheet for a long time. Tom White offers an example options trade for...

Netflix (NFLX) sold off after earnings due in large part to its second quarter guidance. Jenny Horne takes a closer look into the streaming giant's report to explain why investors are looking forward and overshadowing the earnings beat. Dan Deming offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Expect longer-term yields to stay elevated, says Charles Schwab's Cooper Howard. He looks at both the headwinds and tailwinds he sees in the bond market even as geopolitical uncertainty surrounding the Strait of Hormuz wanes. Cooper offers his strategy advice for fixed income. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Ryan Detrick explains why the recent volatility was a rapid reset rather than the start of a bear market. He highlights a rare surge in momentum, stable credit signals, and weak defensive sector leadership as evidence the rally remains intact. Detrick says unless credit spreads widen or defensives begin to lead, the path of least resistance for equities remains higher. ======== Schwab Network ====...

Crude oil is back to levels just above $80 after Iranian headlines pointed to the Strait of Hormuz being "completely open." However, Kevin Green notes conflicting headlines raising question marks for how it will affect energy prices ahead. KG explains that markets are currently experiencing a "negative correlation" environment and explains what a likely path to true equilibrium...

Headlines out of Iran that the Strait of Hormuz is "completely open" sent stocks mostly soaring following the opening bell. Jeff Pierce points to some exceptions with Alcoa (AA) after its earnings and NXP Semiconductors (NXPI) following a double downgrade. One winner Jeff has on his radar: Affirm (AFRM), which was named a top pick by Morgan Stanley. ======== Schwab Network ======== Empow...

Nancy Davis warns that market optimism may be masking persistent inflation risk and shifting Federal Reserve dynamics. She explains why the cost of protection has fallen as volatility drops, highlights IVOL ETF as a way to hedge inflation and rate uncertainty beyond CPI, and discusses why changes in Fed leadership and labor automation could reshape the inflation outlook. ======== Schwab Network ==...