Schwab Network

Keith Kirkpatrick breaks down the market’s negative reaction to Adobe’s (ADBE) strong quarter, pointing to concerns around its freemium model and leadership changes. He highlights the long-term value of Adobe’s AI strategy for enterprise customers, while noting investor focus on execution, including converting free users to paid subscribers and navigating the CFO’s departure to Marvell (MRVL). ===...

SpaceX (SPCX) closed out the week with a $2 trillion IPO at the Nasdaq, but it wasn't the only stock that moved markets today. Marley Kayden and Sam Vadas talk about the historic public trading debut, along with Mag 7 headlines in Nvidia (NVDA) and Meta Platforms (META). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

HINT co-founder Kyle Rush explains how the company’s AI-powered app helps homeowners manage their properties through personalized insights and maintenance guidance. He outlines its free and subscription tiers, referral network, and use of Martha Stewart’s proprietary content to enhance the user experience. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opt...

Marta Norton breaks down market volatility driven by concentrated moves in semiconductor and memory stocks alongside geopolitical tensions. She also discusses how the SpaceX IPO could open the door for deals from Anthropic and OpenAI, while highlighting consumer spending trends and key metrics to watch for AI investment returns. ======== Schwab Network ======== Empowering every investor and trader...

REX Financial CEO Greg King outlines how alternative income strategies, including covered call approaches, can generate 20% to 40% annualized yields in a high-rate environment. He also highlights potential tax advantages tied to return of capital treatment. With markets near highs and AI and IPOs dominating attention, King suggests investors may consider prioritizing income over upside. ======== S...

Paisley Nardini and Mike Dickson preview the upcoming FOMC meeting, focusing on a potential shift in Fed communication strategy under new leadership. They discuss Middle East tensions, stubborn inflation, and a resilient labor market. The conversation also explores AI’s short-term inflationary impact, longer-term disinflation potential, and how productivity gains could support a structurally highe...

Charles Schwab’s Rachel Dashiell analyzes bullish technical setups across Guardant Health (GH), Carrier Global (CARR), and 3M (MMM). She points to cup-and-handle formations in GH and CARR, alongside a large base and strengthening trend signals in MMM. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Investopedia's Caleb Silver talks about Apple's (AAPL) Siri AI updates as WWDC 2026 comes to a close. The Mag 7 company's software updates are what Caleb believes will be the most important initiative for Apple as current CEO Tim Cook passes his seat to John Ternus. He offers a full picture perspective on Siri expectations, along with the hits and misses he took note of at WWDC 2026. =...

Consumers are seeing their purchasing power decline, says Chris Clarke, pointing to three-year high inflation and lasting uncertainty on the U.S.-Iran war as key headwinds. It puts the Fed in a tough spot with the committee set to give its first interest rate decision under Kevin Warsh's leadership next week. That said, it's hard for Chris to predict recession odds due to the U.S.'s ea...

Shares in Uber Technologies (UBER) have hit the brakes hard, trading near 52-week lows as fears that autonomous driving companies, including Tesla (TSLA) and Alphabet's (GOOGL) Waymo, will steal market share. LikeFolio's Megan Brantley says Uber is in first place of the rideshare race, for now. She highlights consumer sentiment trends and explains how Waymo is putting its pedal to the meta...

Bitcoin is following its traditional four-year cycle, says Joe Sticco, who sees a strong recovery in the cryptocurrency toward the back half of the year. Congress approving the Clarity Act will be the biggest step for Bitcoin's momentum, says Joe, pointing to what will likely lead to a large inflow in institutional buyers. He also talks about Strategy's (MSTR) recent decision to offload so...

Adobe (ADBE) delivered strong results and raised full-year guidance, but shares fell as broader software pressure and leadership changes weighed on sentiment. Mark Gibbens and Sean O'Hara discuss investor skepticism around Adobe’s AI strategy, noting growth has leaned heavily on pricing. They also examine freemium challenges and the need for a clearer long-term leadership vision, with the CFO...

The stock market is unstoppable, says Stocks To Trade's Tim Bohen, as he offers three stocks that experienced tremendous momentum that he sees gaining traction. He likes Applied Materials (AMAT) as a strong AI company that's "not a household name," SanDisk's (SNDK) strength in AI memory demand, and Velo3D's (VELO) unsung reach in several industries. Charles Schwab's R...

Matthew Tuttle remains a buyer of oil stocks, even as headlines Friday point to a U.S.-Iran deal never being closer. He sees the headwinds lasting for months, causing prices to stay elevated. Matt tells investors to keep an eye on "bottleneck names" and explains his stock picks in Rocket Lab (RKLB), Occidental Petroleum (OXY), and Solar Edge (SEDG). ======== Schwab Network ======== Empow...

Charles Schwab's Rachel Dashiell highlights the highs and lows in Qualcomm (QCOM) and points to a potential short-term bottoming in shares. She explains how recent volatility in the stock shows signs of long-term consolidation as opposed to a sell-off. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Bitcoin is experiencing a "classic bear market," says Charles Schwab's Jim Ferraioli. as the cryptocurrency continues a 50% fade from all-time highs. However, strong support at $60,000 sets a potential floor. Jim explains how bulls have an opportunity to bounce off the key level and retake control of momentum. ======== Schwab Network ======== Empowering every investor and trader, eve...

Claudia Sahm says inflation remains relatively narrow despite recent energy shocks but warns the breadth of price pressures bears watching. She highlights a growing disconnect between consumer sentiment and market performance, driven by prolonged inflation and a gradually slowing labor market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Steven E. Orr says a potential SpaceX IPO could shift investor focus beyond AI and reinvigorate the U.S. space race. He remains “sideways bullish,” favoring AI infrastructure—highlighting Intel (INTC), IBM (IBM), and Synaptics (SYNA)—along with Constellation Energy (CEG) for nuclear power demand. He also points to L3Harris (LHX) and BlackSky (BKSY) as key plays in defense and geospatial intelligen...

The AI memory trade continues to surge with optimism from analysts. Diane King Hall explains why JP Morgan raised price targets for Seagate (STX) and Western Digital (WDC) even after both stocks saw strong rallies over the last year. Wells Fargo also upped its price target for Qualcomm (QCOM). In the housing market, Diane notes an earnings loser in Lennar (LEN) after it missed on revenue and deliv...

Conflicting headlines on the U.S.-Iran peace talks dragged the highs of early morning trade down near the flat line just before Friday's opening bell. Kevin Hincks offers insight into how traders can navigate the volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Do...

"You can't be hyperbolic enough" when it comes to AI's impact on the markets and the U.S. economy, says Rebecca Walser, making it difficult to gauge valuations for the industry. She adds that CapEx from hyperscalers clashes with rising energy costs as the U.S.-Iran war lingers on. Rebecca says the way AI is financed needs to change for bulls to have a wider runway. On her stock p...

Seagate (STX) has rallied strongly with other AI memory chip stocks like Micron (MU) and SanDisk (SNDK), though shares face strong resistance despite getting bullish momentum from analysts. Charles Schwab's Rachel Dashiell highlights key levels investors should watch in the stock. Tom White offers an example options trade for Seagate. ======== Schwab Network ======== Empowering every investor...

Andrew Kang, CEO and co-founder of RoboStrategy (BOT), explains how his company is helping other private robotics companies thrive as AI builds use cases for evolving tech. He makes the case that everyone in the U.S. can have their own robot in the not too distant future. Andrew points to the U.S. pushing for a manufacturing uptick as another bullish indicator for the robotics industry gaining ste...

The NBA Finals, and the intense competition between the Knicks and Spurs, have NBA Hall of Famer and Olympian Spencer Haywood on the edge on the edge of his seat. He also believes the back-and-forth on the court has plenty of business opportunity. He talks about how his upbringing, and that of his family, inspired him to focus more on his future. ======== Schwab Network ======== Empowering every i...

Michael Terpin, author of "Bitcoin Supercycle," makes the case that Bitcoin investors don't need to be worried about the cryptocurrency's 50% sell-off since last October. He attributes the volatility as normal in a four-year halving cycle. Michael also outlines what he sees ahead for "Bitcoin summer" and how cryptocurrencies impact the Fed's path forward on interest...