Schwab Network

Jharonne Martis discusses the state of the consumer and how the affluent consumer is driving growth in the retail space while the middle and lower classes are being squeezed. Even with weakness in discretionary spending, Jharonne highlights winners in stocks like Walmart (WMT), Amazon (AMZN), and Costco (COST) as consumers seek to spend less. Despite this, she warns that tariffs are likely to cost...

JPMorgan raised its price target on Fabrinet (FN) on bullish expectations it can take a larger piece of the pie in the evolving A.I. infrastructure buildout. George Tsilis talks about the financials that back up the hardware firm to weigh how growth looks compared to peers. He notes how the rally in Fabrinet plays into a growing rotation into small and mid-cap tech companies. ======== Schwab Netwo...

Micron (MU) has more than doubled in its stock price so far in 2025 as companies seek ways to overcome storage headwinds in the A.I. buildout. As Rick Ducat shows investors, the stock faced a critical resistance level on Thursday's session that signals more bullish momentum if the stock breaks it. However, Rick highlights bearish divergence happening in the stock technicals. He later turns to...

Defense spending is "the most resilient sector in all of investing," says EdgeRunner AI CEO Tyler Saltsman. The backing of the U.S. government and bipartisan views of defense are why he's so confident cutbacks aren't coming. Tyler also explains how Palantir (PLTR) proved resiliency in space and adds how his own company uses A.I. with the U.S. military. ======== Schwab Network ===...

Marta Norton reflects on the government shutdown so far and the market’s reaction. She expects us to hit a new record for the length of the shutdown but notes that it is “still viewed as temporary.” However, she notes that some costs will begin to escalate, particularly in industries like airlines. Marta also discusses the risks of a prolonged U.S./China trade war as things start to escalate again...

Jennifer Chang breaks down the Enhanced Equity Income ETF (DIVP), which concentrates in high-dividend stocks along with covered calls. As markets take a hit on regional bank worries, she explains why investors might be interested in the fund. She also discusses the tech sector and how they think about investing in those names. ======== Schwab Network ======== Empowering every investor and trader,...

“Staying invested is better than running for the exits,” Doug Butler argues. He advises investors to stay in the market and discusses how he has reallocated his portfolio to find safety, moving into sectors like utilities and energy. However, he still owns names like Microsoft (MSFT) or Oracle (ORCL). Another of his picks is Honeywell (HON). ======== Schwab Network ======== Empowering every invest...

"A.I. is growing, " says Sylvia Jablonski, but she poses the question, "what is the future of this?" TSMC's (TSM) latest earnings show strong demand, though Sylvia points to headwinds in energy and infrastructure buildout as lasting headwinds. Trade tensions with China adds another wild card to the A.I. story. David Nicholson makes the case that there's more winners to...

The Trade Desk (TTD) has sold off close to 60% so far in 2025. LikeFolio's Andy Swan says the stock should "absolutely be thriving." So what's wrong? Andy believes the company's "superior" tech isn't being used in the right places, arguing that "closed systems" are nabbing many advertisers The Trade Desk normally profits from. Andy expects Big Tech com...

Michael Gunther measures consumer spending power, looking through the lens of whether retailers are seeing transaction sizes rise. “Pricing increases have started to appear where consumers are actually spending money,” he says. “Thus far though…they’re not seeing declines in demand yet.” He also notes that even discount retailers like Walmart (WMT) or even dollar stores are trying to cater to high...

Kim Forrest points to AMD Inc. (AMD) and Micron (MU) as two companies that can challenge Nvidia's (NVDA) dominance in the A.I. hardware space. On AMD, Kim points to the chipmaker's OpenAI deal as a main driver to its success. When it comes to OpenAI's spending, however, she urges caution and tells investors to watch for receipts on its purchases. Alexis Browne Roberts believes that Ope...

Darren Wang, Found and CEO of the crypto company OwlTing, discusses their direct listing today. OwlTing is a stablecoin payments firm. Darren talks about building a global blockchain infrastructure and the uses he foresees for the technology. As far as going public via direct listing, he says their balance sheet and revenue traction allow them to go public without dilution. ======== Schwab Network...

Markets continue to move higher even as the government stays shut down, and tech has proven to be the leader when it comes to momentum. Dan Deming highlights Arista Networks (ANET), Supermicro (SMCI), and Oracle (ORCL) as three stocks he believes investors should watch in tech's re-energized rally. Rick Ducat offers a glimpse into key techncials he believes trader need to watch in the charts....

Thomas Martin thinks traders are starting to look for protection as fears of an AI bubble grow; however, the market is still being driven by AI. The rest of the economy is looking “not super,” he adds, but still have a “solid underpinning.” He anticipates more rate cuts from the Fed this year but thinks the odds of a 50-point cut are low. Thomas also talks about the 3Q earnings season and if we sh...

American Express (AXP) aims to cash in on an earnings beat before Friday's opening bell. Stephen Biggar says the company's reward program backed by strong consumer sentiment give the credit card company an advantage for its quarterly report. He also explains what makes American Express stand out compared to peers like Mastercard (MA) and Visa (V). Tom offers example options trades in Ameri...

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and how it offers a roadmap for TSMC and all the names it's connected to for the months ahead. Joe Tigay turns to an example options trade for the global chipmaking giant. ======== Schwab Network ======== Empowering every investor and trader, every ma...

TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a sign that the chip trade remains intact while adding pressure to A.I.-adjacent names. Joe also talks about market optimism from retail investors seen in a boost of options call-side activity. However, he says market performance hinges on the SPX holdi...

The latest housing market index showed an uptrend after slipping in prior months, something Kevin Green associates with a potential bottom in the housing market. However, there's greater uncertainty in the U.S. economy, signaled by gold's record run that showed no sign of slowing. Kevin later turns to crude oil's continuous price slide that is leaking to year-lows. ======== Schwab Netw...

Presidents Trump and Xi are expected to meet soon. Brian McCarthy covers the latest in trade tensions and tit-for-tat moves ahead of a sit-down. “Something’s going to have to give a lot, in a public way,” he argues – one of the two will have to “lose a lot of face” before an agreement is reached. He also discusses how the U.S. can get around China’s rare earth mineral restrictions within the next...

Rami Rahim, EVP, President & GM of HPE Networking, joins Opening Bell to discuss integrating Juniper Networks, their pivot to AI, and more. “[The acquisition] is a new bold direction for the company,” he says, and that might make their guidance conservative for a while. However, he says he strongly believes in the company’s direction post-integration. Rami also discusses how they have benefitt...

J.B. Hunt (JBHT) rallied strong after tightening cost control in what investors saw as a strong earnings report. United Airlines (UAL) posted a revenue miss, though investors and analysts believe the stock can soar long-term. Las Vegas Sands (LVS) got an upgrade from JPMorgan as the firm sees Singapore as a catalyst in the company's cards. Diane King Hall talks about the morning's biggest...

Todd Stankiewicz highlights regional banks as big bank earnings beat Street expectations. He likes regionals with limited exposure to commercial loans and a strong track record. He also sees opportunities in energy, especially nuclear. He pitches the Free Markets ETF (FMKT), its top holdings, and why traders might be interested in it. ======== Schwab Network ======== Empowering every investor and...

The government shutdown kept PPI and jobless claims off the table Thursday morning, though Kevin Hincks suggests that you can still piece a puzzle together on how consumers are faring. He explains how reports from United Airlines (UAL) play a role in the big picture. He later explains the impact all of this will have on the FOMC and its interest rate path. ======== Schwab Network ======== Empoweri...

Justin Wheeler, CEO of Berkadia, addresses the housing shortage facing homebuyers and something that "can't be fixed overnight." When asked about retrofitting office or commercial real estate into housing, he says it is a complicated process. Justin looks at "densification" and multifamily housing units as a way to be "part of the solution." From set rent payments...

Salesforce (CRM) set some better than expected revenue expectations through FY30. Rick Ducat looks at the software stock's chart compared to other software stocks, before examining its relative underperformance this year. Rick looks at an upside resistance level at $255, and says the options market is expecting a +/- move of about 10% over the next month. Later, Tom White composes an example o...