Schwab Network

Reports point to a tentative peace deal between the U.S. and Iran that would reopen the Strait of Hormuz for 30 days. Tom White talks about what it means for the energy trade as crude oil taps two-month lows, and why he remains cautious heading into the weekend. These headlines come as SpaceX (SPCX) aims to open at the Nasdaq later Friday morning, which Tom expects to be the biggest headline of th...

Oracle (ORCL) tumbled despite beating earnings and guidance estimates. Micron (MU) and Seagate (STX) shined light on the tech sector after gaining price target hikes. Space stocks like EchoStar (SATS), Rocket lab (RKLB), and AST Spacemobile (ASTS) rallied as investors excitement raises for Friday's public market debut of SpaceX. Sam Vadas walks investors through the biggest stories of Thursday...

Sam Vadas discusses the European Central Bank becoming the first international bank to raise rates since the Iran war signaling new inflation concerns. Meanwhile Chinese ADRs are under pressure with Alibaba (BABA), PDD Holdings (PDD), and JD.com (JD) all facing scrutiny. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Isabelle Freidheim discusses the strong return of the IPO market, led by massive demand for AI names like OpenAI and Anthropic. She says investor attention will eventually expand to infrastructure and applied AI companies beyond the headline players. Freidheim also highlights growing pricing competition between the two firms, raising questions about margins and long-term profitability. ======== Sc...

Jeffrey Klingelhofer says recent inflation data reflects crosscurrents from oil prices and geopolitics, but emphasizes labor and wage trends as the more important forward indicators. He notes consumers, including higher earners, are trading down, while companies like Walmart (WMT) absorb rising costs. Klingelhofer adds this dynamic could weigh on employment and margins as the Fed heads into its ne...

BlackRock's Steve Laipply says declining inflation and a stronger growth outlook are pushing real yields higher, reshaping fixed income markets. He highlights record inflows into bond ETFs, especially short-term treasuries, as investors avoid duration and seek income. Laipply adds that bonds are regaining appeal as a portfolio diversifier, offering competitive alternatives to equities. =======...

Ryan Lee, Senior VP at Direxion, discusses the ongoing AI-driven surge in semiconductor stocks and highlights tools like the SOXL ETF and a Micron (MU)-focused product. He notes the AI cycle is still in its early stages, supporting continued growth across the space. Lee points to broad exposure in SOXL, including AMD Inc. (AMD), Nvidia (NVDA), Marvell (MRVL), Intel (INTC), ASML Holding (ASML), and...

Brian Jacobsen says the recent PPI jump is largely driven by supply-side pressures, especially energy, which the Fed cannot directly control. He expects policymakers to stay hawkish in tone but ultimately pivot toward a rate cut as early as September, ahead of market expectations. Jacobsen adds that easing geopolitical tensions and lower gas prices could quickly reduce inflation fears and shift th...

LikeFolio's Landon Swan breaks down Delta Air Lines’ (DAL) strong positioning, driven by premium and corporate travel demand, transatlantic growth, and its partnership with American Express (AXP). He notes that Delta’s less price-sensitive customer base helps cushion macro risks like higher oil prices. Swan says the stock looks attractive, especially if crude stabilizes. ======== Schwab Networ...

"Micron (MU) is going to have more free cash flow in 2026 than all of its prior years combined," says Zed Francis, pointing to it as a leading example to the fundamentals supporting it and other AI memory chipmakers. He outlines the "decent runway" he sees for these companies. Matt Bryson offers more insight into the volatility and explains that demand destruction can reignite...

Charles Schwab's Adam Lynch discusses unsung headlines in the crypto space and the latest on the Clarity Act. He says it’s been a rough week but sees Bitcoin staying above $60,000 as a positive. Adam also talks about the headwinds impacting the passage of the Clarity Act. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Brian Glenn connects geopolitical tensions and energy-driven inflation to broader market moves before shifting to the AI trade. He highlights strong momentum in names like Micron (MU) and rising hyperscaler spending, while noting mixed results in software, including Adobe (ADBE). He also points to Meta Platforms (META) and others raising capital for AI, drawing comparisons to the shale boom as inv...

Luke Yang and Alexis Browne Roberts discuss why Oracle (ORCL) shares are moving lower after posting an earnings beat. Luke believes part of the issue was the software performance coming in lower than expected. Alexis says the numbers themselves were encouraging growth wise, but the company's additional spending makes it appear unattractive to some investors. They also break down Oracle’s role...

Windows Central's Daniel Rubino discusses major takeaways from Apple's (AAPL) WWDC 2026 event and expectations for the new Siri capabilities. He says Wall Street is being slightly disingenuous with Apple's earnings; however, it's not the killer moment people are expecting either. Daniel adds that companies like Alphabet (GOOGL) and Microsoft (MSFT) are likely already working on sim...

Prosper Trading Academy's Scott Bauer walks us through today’s top three trades. He likes to Valero (VLO) for its respectable trading range, Micron (MU) for a short-term bullish trade, and Boost Run (BRUN) for its steady stock movement. Charles Schwab's Rachel Dashiell walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and tr...

Andrew Arons discusses summer market equity expectations and stocks he's watching in the current environment. He points to Micron (MU) as one that has much more room to run even after a stellar year-long rally, pointing to robust AI memory demand backing the trade. Elsewhere in tech, Andrew calls Alphabet (GOOGL) a “cheap AI stock.” In healthcare, he labels Eli Lilly (LLY) as a winner due to i...

Jan Rogers Kniffen discusses how retailers may see a short-term boost from the World Cup, as he expects Adidas and Nike (NKE) to benefit from investor sentiment. Gains for Dick’s Sporting Goods (DKS), Academy Sports (ASO), Puma, Fanatics, and On Holding (ONON) are ones Jan sees being more limited. Tom White walks through an example trade using Nike. ======== Schwab Network ======== Empowering ever...

Adobe (ADBE) shares have been stuck trading near 52-week lows for the last several months. Charles Schwab's Rachel Dashiell turns to key support and resistance levels she sees playing a central role in how the stock will move after earnings Thursday. She later offers an example options trade for the software giant. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Marley Kayden breaks down Oracle’s earnings as the stock sells off despite posting better-than-expected earnings. Plans to raise another $20 billion through debt is the crux to investor concerns, according to Marley. Joe Tigay walks through an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

As the Fed faces a conundrum with interest rates in the U.S., Charles Schwab's Michelle Gibley highlights the EU Central Bank's decision to hike rates. She contrasts its decision to what she calls a "mistake" it made in hiking rates during 2022 with the EU's future growth picture in the balance. Michelle later looks at the Bank of Japan's interest rate outlook and what it...

Allspring’s Alison Shimada breaks down if the emerging markets rally can last, pointing to their key role in the AI supply chain. She highlights concentration risks and rising local retail participation across EMs. Shimada also calls out Brazil and Mexico as attractive opportunities given their valuations and strategic positioning. ======== Schwab Network ======== Empowering every investor and tra...

Market Structure EDGE CEO Tim Quast says investors should focus on short volume, not short interest, to better understand volatility. He argues fundamentals drive just 10% of market behavior, with supply and demand now shifting as demand weakens and supply rises. Quast flags upcoming IPOs, index rebalances, and options expiration as risks, while pointing to McDonald’s (MCD) as a lower-volatility p...

George Tsilis walks us through this morning’s top moving stocks at the opening bell. He points to Barclay’s raising price targets in KLA Corp. (KLAC), Applied Materials (AMAT), and Lam Research (LRCX) as all stocks continue record runs. JP Morgan also raised its price target for Seagate (STX). George then turns to Super Micro’s (SMCI) pricing of its equity offering that sparked a 28% sell-off Wedn...

The real story for Apple (AAPL) is its push in AI, says Brian Mulberry. The Mag 7 giant's Siri upgrade is something he sees offering high margin opportunity for future profits. Another stock on Brian's watchlist: Emcor (EME), which he believes will see significant upside due to its role in the AI buildout. He calls Micron (MU) a "buy opportunity" even after a stunning year-long r...

Wholesale prices continue to climb, seen in the latest PPI print after the previous day's CPI hit three-year highs. Kevin Hincks outlines the impacts he expects it to have on the inflation picture and the Fed's interest rate projections. The energy trade continues to be the biggest culprit to inflation's spike as the U.S.-Iran War serves as a long-term headwind. ======== Schwab Network...