Schwab Network

Arthur Wong and Andy Wang break down Johnson & Johnson’s (JNJ) strong quarterly results and raised full‑year guidance despite a muted stock reaction. They explain how the company is navigating the Stelara patent cliff by shifting patients to next‑generation therapies, with oncology emerging as a key growth driver. The discussion also weighs ongoing talc litigation risk against JNJ’s strong bal...

Sean Desmond, CEO of nCino (NCNO), explains how the fintech company uses AI in banking processes and how it sees balanced growth across existing and new clients. He makes the case that nCino has hidden strengths compared to other stocks caught up in the "saaS-pocalypse," which includes how the company uses data to train LLM models. ======== Schwab Network ======== Empowering every invest...

Prosper Trading Academy's Mike Shorr turns to tech and the final frontier for today's Big 3. He sees trading opportunities in Cloudflare's (NET) latest stock plunge, has a bullish bias on Twilio (TWLO) into earnings, and sees AST Spacemobile's (ASTS) new pullback as a buying opportunity. Mike offers example options trades for his picks while Rick Ducat dives into the key support an...

Tie Lasater discusses how Middle East tensions and persistent inflation are testing market resilience. He explains why energy prices may keep CPI anchored near 3%, while stress builds in private credit and commercial real estate as refinancing becomes more difficult. Lasater also highlights opportunities for private capital in distressed assets and why lower rates are critical to easing the U.S. h...

"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth. Jeff says it's a matter of how they execute on that backlog and if the AI trade continues to accelerate. Tom White offers an example o...

Citigroup (C) moved slightly higher after posting an earnings beat Tuesday morning. Marley Kayden compares Citi's performance on the quarter to companies like JPMorgan Chase (JPM) and Goldman Sachs (GS) to gauge how their balance sheets compare. Tim Biggam remains cautious on big bank stocks and offers an example options trade for Citi. ======== Schwab Network ======== Empowering every investo...

Chinese export weakness shows the latest of global impacts tied to the Strait of Hormuz uncertainty, says Michelle Gibley with Charles Schwab. She talks about sectors she sees as winners as geopolitical volatility swells. Mike Townsend turns his attention to a "grouchy" Congress returning to session as Americans express concerns of rising prices at the pump and elsewhere. Their focus ahe...

Steve Odland, CEO of the Conference Board, warns that stagflation risks are rising as geopolitical tensions and high borrowing costs weigh on growth. He explains why GDP may slow toward 1%, consumer confidence remains strained, and corporations are prioritizing cost control over expansion. Odland also discusses how A.I. investment and frozen capital spending are reshaping executive decision‑making...

The International Energy Agency had warned the U.S.-Iran War oil shock will lead to supply shocks and shrinking demand. Kevin Green offers his take on whether this will lead to "demand destruction" in the oil market. He also offers his technical analysis for crude and agriculture products like soybeans. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Sean O’Hara says strong bank earnings are masking growing uncertainty tied to energy volatility and geopolitical risk. He explains why JPMorgan Chase (JPM) is focused on consumer resilience and guidance risk, as markets rotate away from the Magnificent Seven toward free‑cash‑flow‑rich companies. O’Hara also outlines an alternative A.I. strategy centered on infrastructure plays, including energy pi...

Kevin Hincks believes China has a bigger say in the U.S.-Iran negotiations than many believe. He talks about why Iran may have overplayed their trump cards and why he expects peace talks to materialize as crude oil futures fall. Kevin then turns to his takeaways in big bank earnings so far and the tone they set for a new earnings season ahead. ======== Schwab Network ======== Empowering every inve...

Mario Lagana explains why U.S. equities turning positive for 2026 marks a meaningful momentum shift, with the S&P 500 and Nasdaq reclaiming key technical levels. He highlights signs of institutional sponsorship, broadening leadership beyond technology, and points to infrastructure‑ and industrial‑linked names as earnings strength remains intact heading into year‑end. ======== Schwab Network ==...

Oracle's (ORCL) rebound rally continues after extending a partnership with Bloom energy (BE). Diane King Hall explains why the headline offers a bullish catalyst for both companies. She turns to the earnings front with CarMax's (KMX) declining revenue and profits. Johnson & Johnson (JNJ) didn't fare much better in its report. ======== Schwab Network ======== Empowering every invest...

Oracle (ORCL) muscled a strong rebound rally to start the week, with shares climbing again into the start of Tuesday's trading session. Rick Ducat highlights support and resistance areas to watch as shares attempt another leg higher. Tom White offers an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ris...

Both Bitcoin and Ethereum rallied on Tuesday despite existing uncertainty surrounding the U.S.-Iran War and the Strait of Hormuz. Martin Leinweber explains why the pressures still offer a bullish case for cryptocurrencies. However, Martin still sees an overall "down year" for Bitcoin due to the halving cycle. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Eric Sterner tells investors to brace for a bumpy ride in the stock market. However, he sees strong earnings giving equities a lift. He weighs the supply constraints in crude oil and agriculture products against resilient markets to explain how they all set an uneven foundation for investors. Eric adds that an "unpopular" conflict between the U.S. and Iran adds pressure on the White Hous...

Nvidia (NVDA) is rebounding with the rest of the market, climbing back to $190 and testing another key resistance level. Charles Schwab's Ben Watson charts out the key levels to watch in the Mag 7 leader's price action ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading,...

Markets are pricing for brighter days ahead, according to Kevin Green. While he's skeptical of the recent rally, he finds the strength backing it impressive. KG analyzes the futures into Tuesday's opening bell and crude oil's dip hitting as low as $95 overnight. However, be mindful of oil demand once concerns around the Strait of Hormuz subsides. JPMorgan Chase (JPM) earnings and a for...

Rusty Hutson, CEO of Diversified Energy (DEC), discusses the company’s move to the NYSE and its strategy of acquiring and optimizing mature fossil‑fuel assets. He explains why global supply constraints and geopolitical instability could push oil prices above $100, even as U.S. energy independence softens some risks. Hutson also highlights the disconnect between physical energy markets and valuatio...

Rick Ducat turns to Palantir (PLTR) on today's Options Corner after the software giant tumbled to a multi-month low on Friday. As shares set the stage for a tentative rebound, Rick explains how the stock's underperformance for 2026 so far can regain bullish momentum by examining key support and resistance levels. He later offers a glimpse into the company's options activity. ======== S...

Joe Rinaldi discusses opportunities in cybersecurity as volatility creates long‑term entry points through ETFs like CIBR and HACK. He outlines why he remains bearish on traditional energy, favors natural gas exposure via Cheniere (LNG), and sees utilities as largely overvalued relative to Treasuries. Rinaldi also highlights Dominion Energy (D) and emerging‑market dividends through DVYE as selectiv...

Seth Schachner examines the growing backlash to the proposed Paramount Skydance (PSKY)–Warner Bros. Discovery (WBD) merger as Hollywood creators warn of reduced competition for talent and content. He discusses the risks posed by the combined company’s heavy debt load, regulatory scrutiny around news and sports assets, and whether leadership’s no‑layoff pledge is realistic ahead of a shareholder vo...

Charles Schwab's Rachel Dashiell joins the Watch List for the show's newest segment: Charts to Watch. She analyzes the 9-month price action of the S&P 500 (SPX) as the index trades just 2% below its all-time high. Rachel then turns to the AI trade by analyzing a "false breakdown" in Palantir (PLTR) and Nvidia's (NVDA) slow march back to record highs. ======== Schwab Netwo...

David Nicholas, CEO of Nicholas Wealth, explains how the Bitcoin Night Shares ETF (NGHT) is designed to capture the majority of Bitcoin’s gains, which have historically occurred while U.S. markets are closed. He discusses the “overnight effect,” the strategy of holding Bitcoin at night and Treasuries during the day, and why time diversification is becoming as important as asset allocation in a 24‑...

All victims of the "SaaS-pocalypse" are being looked at once again, says R. Ray Wang. Once the U.S.-Iran War ends, he believes the reinvigoration of AI chip interest will lift software as well. For Nvidia (NVDA) in particular, he expects the Mag 7 giant to show strength in every piece of the AI trade. How well it will dominate depends on how fast energy and chemical products can move thr...