Schwab Network

Plexus Corp. (PLXS) has exposure to a lot of the hottest sectors on Wall Street, from AI to defense and military. George Tsilis says investors are starting to notice. He looks at the financials backing the recent rally in the electronics manufacturer. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investor...

SanDisk (SNDK) has rallied 1,500% from its IPO nearly one year ago. Peers like Micron (MU), Western Digital (WDC), and Seagate (STX) also surged in recent months. Rick Ducat showcases key levels behind the stunning rally backing the (mostly) bullish trends to keep in mind after Thursday's earnings. Options activity showed an uptick heading into the report. ======== Schwab Network ======== Empo...

From a fundamental standpoint, Steven Dickens remains "long-term bullish" on the AI trade even after Microsoft's (MSFT) stark sell-off Thursday. He talks about his discussions with tech and energy executives to offer insight into 2026's "buildout phase." Steven likes small and mid-sized software companies setting the foundation for strong earnings growth that supply AI...

Kevin Davitt lays out his expectations for Apple (AAPL) earnings and post-report moves after Meta Platforms (META) and Microsoft (MSFT) moved opposite ways. He explains why the SEC has expanded the Monday and Wednesday expiration cycles and the work that Nasdaq has done to assist. He calls it a “demand-driven expansion” as more investors are accessing options, and says “ultimately, we have to bala...

David Dziekanski of Quantify Funds discusses his firm’s recent ETF launches, including one that allows access to cryptocurrencies other than Bitcoin. Another is a Bitcoin and gold ETF, BTGD. He stresses the tax efficiency and ease of trading for ETFs. He discusses the “4-year cycle” of Bitcoin and how it is affecting who is interested in buying crypto. David believes crypto and gold are both good...

Mark Thumser, CFO of MUFG Americas, discusses how the bank is financing data centers to boost the AI revolution. He introduces MUFG Americas, calling it a “structured solutions house,” and explaining the kind of banking that it does. He believes AI is going to be the biggest industrial transformation in the world’s history and is “playing the long game.” Mark also talks about his outlook for U.S....

After Microsoft (MSFT) sold-off following earnings, Jim Thorne says markets are currently favoring hardware as the AI infrastructure buildout continues. However, he makes the case for software to outperform on hardware's back foot. Jim still labels Nvidia (NVDA) as the dominant AI company and favors it moving forward. As for other opportunities, he likes Bitcoin at its current price and expect...

Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending. He points to Meta's AI integration for advertising as the strongest point, while noting Microsoft's narrative as unclear. With that in mind, Stephanie Walter still cites Microsoft Azure growth as robust. She make...

Tesla (TSLA) is putting it automobile business in the backseat. CEO Elon Musk doubled down on robotaxi and robotics in Wednesday's earnings call. Hatem Dhiab calls Musk's decision a "hard reset" which changes the direction of the company that adds short and mid-term pressure for the Mag 7 giant. From full self-driving to Tesla's investment in xAI, Hatem highlights the road ah...

Likefolio’s Andy Swan covers Visa (V) before its earnings report. He notes spending is very different across the K-shaped economy, which continues to divide, and he believes the top tier is doing “all of the heavy lifting.” “Visa ultimately is a play on the consumer,” Andy notes, and it “looks pretty good here.” He thinks the company has executed well in the past and will continue to. Andy also co...

Tesla (TSLA) beat earnings and showed dedication in ramping up robotaxi and robotics. However, it will pull back on EVs by discontinuing its S and X models. Steve Westly believes the Mag 7 company is driving down a dark road, pointing to steeping competition in the U.S. and abroad. He poses the question to Tesla: "how do you keep that huge P/E ratio up" with headwinds ahead? CFRA's G...

Joe Cavatoni with the World Gold Council talks about the yellow metal itself and ways investors can navigate it in 2026. After gold's explosive 2025 uptrend into the start of the new year, Joe urges investors to look ahead to economic factors in the U.S. and abroad to determine how much exposure they want to gold. He projects more upside with near to mid-term volatility. ======== Schwab Networ...

Joe Tigay tells investors to stay nimble amid Thursday's market downslide. As for his Big 3, his attention turns to Big Tech and big oil for trading opportunities. Joe explains how Palantir's (PLTR) pullback, Exxon Mobil's (XOM) surging energy play, and Alphabet's (GOOGL) wide tech reach each hold their own bull cases. He offers example options trades for his Big 3 while Rick Ducat...

Ahmed Riesgo sees potential “froth” in the gold market but believes it is overall in a long-term bullish trend. The “fundamentals of the U.S. economy – and the global economy – are strong,” he argues, noting Powell’s comments about “benign” inflation yesterday. At the same time, the housing market needs help to stabilize. Ahmed talks about Fed independence and the possibility of a government shutd...

Apple's (AAPL) "bar is high because Tim Cook put it up there" for earnings, says Marley Kayden. She explains how Apple is setting the stage for its report after the close on Thursday for a widely-expected beat. While the company's iPhone ecosystem remains a hot topic, Marley adds that the AI focus stays strong with Apple expected to integrate Alphabet's (GOOGL) Google Gemini...

Markets “really came into the year priced to perfection,” says Brad Long, so if companies don’t stick the landing on earnings, the market will punish them. AI is more about “managing the risk” than trying to get into the trade, as around 40% of S&P 500 companies are exposed to it already. Broadening the trade is important, Brad thinks. International is an “attractive area,” including in Asian...

Liz Ann Sonders with Charles Schwab calls today's trading session a lesson "not to be monolithic" in your investments. As she explains, tying portfolios to one stock or small group of stocks can result in steep losses. Liz Ann adds to the conversation by explaining the outlook for earnings and AI's tie to future growth. She turns to the global stage to show how international ETFs...

Visa's (V) integration into blockchain technology is something Rebecca Walser likes about the company's long-term growth. Ahead of earnings, she notes strength in consumer spending, though Rebecca is worried soured consumer sentiment is a signal that spending can slow down. Tom White offers an example options trade for the financial giant. ======== Schwab Network ======== Empowering every...

The start of Thursday's session took a sharp downswing as Microsoft (MSFT) drags down Big Tech following the first round of Mag 7 earnings. Kevin Green talks about the divergence between Microsoft and Meta Platforms (META), along with the role "light revenue" plays in the downturn. One place he's not seeing cracks: the jobs market, as he takes investors through the latest jobless...

Chris Capozzi, CFO of Ethos Technologies (LIFE), discusses their IPO and the life insurance business. With Ethos, you can buy life insurance “in ten minutes,” with no medical exam, with the ease of “buying a plane ticket.” They have one of the largest “buy boxes” in the industry, and he explains how this lets Ethos cover a wide variety of applicants and policies. Chris explains how AI is helping t...

It's not just Mag 7 earnings moving markets Thursday morning. Diane King Hall points to IBM Corp. (IBM) rallying toward all-time highs after its strong report. Sticking with tech, Lam Research (LRCX) tapped record highs thanks to the AI boom. Royal Caribbean (RCL) continues to weather consumer uncertainty, with Diane noting demand 's lasting strength. ======== Schwab Network ======== Empow...

Markets continue to break down Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) earnings after all three Mag 7 giants reported Wednesday evening. The first of which has the lone down arrow ahead of Thursday's session. Kevin Hincks explains why the numbers in Microsoft's report were "pretty solid" even though the trading action suggests otherwise. On the Fed, Kevin talks...

Kristina Hooper reviews the latest economic data and earnings. She notes that according to a recent survey, many CFOs are not seeing return on AI capex, which could signal a potential slowdown in adoption and spending. She thinks that’s behind Microsoft’s (MSFT) drop today. “A lot of her thesis” for markets rests on valuations, which are stretched in the U.S. Abroad, increased spending from the EU...

Ahead of Apple's (AAPL) earnings report after Thursday's close, Rick Ducat provides the latest chart patterns to pay attention to on the iPhone maker's stock performance. He looks at the "sideways" trends in exponential moving averages and examines the 5% pullback in Apple shares so far in 2026. Later, Tom White maps out an example options strategy for Apple, utilizing a call...

Noah Yosif analyzes the latest jobless claims data that shows a slightly higher number that Street expectations and continues his belief that the U.S. is maintaining a "low-fire, low-hire" environment. "If you're fortunate enough to have a job, you're probably fortunate enough to keep that job," he adds. Noah adds the impact of potential rate cuts on employer's bott...