Schwab Network

Jim Iuorio explains why fears of stagflation are fading as labor data and falling oil prices reshape the market outlook. He discusses how crude slipping toward key support levels will ease inflation pressures, reopen the door to interest rate cuts, and lift equities. Despite mid-term volatility for 2026, Iuorio argues the underlying resilience of the U.S. economy suggests recent market stress may...

After TSMC (TSM) pointed to still-strong revenue growth earlier this month, Eric Clark urges investors pay attention to the "big picture" of the foundry's future growth. He highlights capacity constraints in the AI trade creating headwinds and tailwinds for the company. One tailwind: those bottlenecks creating long-term demand for TSMC. Tom White turns to an example options trade for...

Bank of America (BAC) added more muscle to big bank earnings with its latest beat Wednesday. Marley Kayden walks investors through the report to show how some metrics largely outperformed Wall Street estimates. Joe Tigay offers an example options trade for Bank of America. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not sui...

John Kosar takes a closer look at what’s really driving the S&P 500 (SPX) as it consolidates near historic highs. He explains why industrials, utilities, and technology are leading while defensive sectors lag, and why subdued volatility remains a key support for the rally. Kosar also cautions that headline‑driven momentum makes disciplined, data‑based analysis more important than prediction. =...

Charles Schwab's Nathan Peterson says we are overbought in the short-term and expects to see sideways consolidation. That said, if bulls "punch above" S&P 500 (SPX) record highs, he sees a more interesting scenario ahead. One corner of the market pushing back against bearish trends: software, where Nate highlights a "bear trap" seen in the iShares Expanded Tech-Software...

President Trump expects U.S.-Iran negotiations to resume this week. Kevin Green tells investors to brace for further crude oil volatility. Even as futures move to the downside, KG makes the case that we're not down with sharp moves in the commodity. Also on his radar: helium, as Russia cuts off exports for the product. He later highlights the latest NAHB housing market index and the downtick s...

Blake Millard breaks down the S&P 500’s sharp V‑shaped recovery as markets push back toward January highs. While sentiment remains depressed due to inflation and labor‑market pressures, he argues the backdrop for risk assets is improving. Millard highlights semiconductors as a long‑term backbone and sees opportunity in oversold software as tech sentiment hits washout levels. ======== Schwab Ne...

ASML Holsing (ASML) plays a crucial role, often unsung role in the AI trade, and Diane King Hall says the company is seeing the demand for its products. She goes over the company's latest earnings. Nike (NKE) leadership signals better days ahead for the legacy sportswear company as CEO Elliott Hill and Apple (AAPL) CEO Tim Cook buy more shares. Diane then touches on Piper Sandler's upgrade...

Kevin Mahn discusses the S&P 500 (SPX) hovering near record highs as investor focus shifts firmly to earnings strength. He explains why a stable U.S. economy and cooling inflation could allow the Fed to hold rates steady, while healthy banking activity points to a resilient consumer. Mahn also highlights a stock‑picker’s market, pointing to opportunities across A.I. infrastructure, energy, aer...

Kevin Hincks says stocks are getting ahead of some commodities regarding the latest headlines surrounding U.S., Iran, and the Strait of Hormuz. Watch continuing pressure from China throughout the talks, says Kevin, as he sees the country wanting to keep discounted prices from Iran purchases instead of paying for market value. He then turns to Bank of America's (BAC) earnings and explains why t...

Uber Technologies (UBER) will up its autonomous reach as the rideshare giant seeks to invest $10 billion into a robotaxi fleet. Rick Ducat highlights recent price action as shares remain in a slump near 52-week lows. Tom White turns to an example options trade for Uber. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Scott Alter doesn't believe the American dream is dead, it's just changing. As many aspiring homeowners stay skeptical on purchasing their dream house, Scott talks about how the persistently high mortgage rates are capping affordability. He believes there needs to be further action from the Federal government for true relief to enter the housing market. ======== Schwab Network ======== Emp...

Why are markets rallying even as the war between the U.S. and Iran continues? That's the question Robert Conzo recaps the events leading to a ceasefire and addresses worries of complacency among investors. One of Robert's counter arguments against mounting headwinds: resiliency in earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

Continuing talks amid a U.S.-Iran ceasefire have the attention of global markets, offering a path for the S&P 500 (SPX) to recapture all-time highs. Kevin Green remains skeptical of the rally despite strength in key sectors. He believes Wednesday's strength needs to reach other corners of the market and notes other macro headwinds to watch. KG turns to the tech front by examining ASML Hold...

TSMC (TSM) reports earnings Thursday morning as shares experience a strong rally in recent sessions. Rachel Dashiell of Charles Schwab doesn't see that run continuing with the same strength. She highlights key support and resistance levels heading into earnings and tells traders to brace for volatility on a strong or weak report. ======== Schwab Network ======== Empowering every investor and t...

A tech-led rally may have taken the market headlines, but quantum computing stocks added unseen muscle to that move higher. PPI coming in below Wall Street's expectations offered some reprieve on the inflation front. Marley Kayden and Sam Vadas walk investors through their final takeaways of Tuesday' trading session. ======== Schwab Network ======== Empowering every investor and trader, ev...

Christian Magoon, CEO of Amplify ETFs, discusses how the S&P 500 nearing all‑time highs is revealing a split between cautious institutions and risk‑embracing retail investors. He explains why hedged equity strategies, energy, crypto, and cybersecurity are gaining attention, and how active ETFs and international markets are re‑emerging as attractive opportunities. ======== Schwab Network ======...

Erik Hirsch, co‑CEO of Hamilton Lane (HLNE), pushes back on alarmist views of private markets, arguing fundamentals remain strong despite volatility and private credit concerns. He explains why private capital is critical for capturing growth in infrastructure, energy, and the next wave of AI innovation, where much of the value is created before companies reach public markets. Hirsch says private...

Tesla (TSLA) shares have traded in a downward-slopping channel over recent months even as the stock staged a rebound rally on Tuesday. Rick Ducat highlights support and resistance levels to watch as the Mag 7 giant seeks to regain bullish traction. He then turns to Tesla's options activity to show where traders expect shares to move in the weeks ahead. ======== Schwab Network ======== Empoweri...

After a month-long spree of volatile days in the stock market, Zed Francis recaps what he saw in implied and real volatility trends amid the U.S.-Iran War shakeout. One trend he found interesting was how options activity influenced implied volatility to the downside even as risk persists. Zed walks investors through the latest volatility trends and how to navigate the current environment. ========...

Danielle Shay and John Petrides break down a strong start to bank earnings as major institutions show resilience despite market volatility. They explain why diversified giants like JPMorgan Chase (JPM) and Goldman Sachs (GS) are benefiting from trading activity, while regional banks face steeper challenges. The discussion also looks ahead to upcoming earnings and technical signals suggesting the m...

Mackenzie Peterson explains how the A.I. boom is shifting investment focus from software into the physical infrastructure supporting data centers, highlighting exposure through HVAC and industrial names. She also discusses emerging opportunities in biotech, where companies focused on mental‑health treatments are advancing clinical pipelines while navigating broader market volatility. ======== Schw...

"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on strong fundamentals in AI-centric companies like Microsoft (MSFT), which he considers vastly undervalued following the SaaS-pocalypse. Daniel also has his eyes on the quantum computing space with IonQ (IONQ) and IBM Corp. (IBM). Other picks include I...

Phil Fogel explains how cryptocurrencies are converging with traditional markets through yield‑bearing stablecoins and structured products. He breaks down where digital asset yield comes from, why institutional participation is reshaping returns, and what risks investors need to watch as crypto products move closer to the mainstream. ======== Schwab Network ======== Empowering every investor and t...

Likefolio's Landon Swan highlights a disconnect between DoorDash (DASH) stock volatility and strong consumer engagement data. He explains how expansion into retail and logistics is driving momentum and suggests the market may be underestimating DoorDash’s long‑term growth potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...