Schwab Network

Shares of Dell Technologies (DELL) has more than quadrupled since the start of 2026 and the P/E still look reasonably cheap for the tech sector, says Ryan Kelly. He believes the company will remain in the center of the AI data center buildout despite risks of taking on lower margin endeavors to take market share from HPE (HPE). However, elevated memory chip prices are something Ryan sees as a last...

CFRA's Garrett Nelsom discusses AutoZone (AZO) and its mixed earnings that showed what he calls "solid" execution. While domestic sales showed less than 2% growth, international sales accelerated by 11%. Garrett adds that the average vehicle age continues to grow, a key factor adding to AutoZone's long-term demand. He sets a $3,200 price target for the stock.

Muse AI is a game changer for Meta Platforms (META), argues Kevin Hincks, pointing to the chart-topping downloads across app stores. The AI agent is what Kevin sees as the fruit to trees planted by Meta's massive CapEx plans. Tom White argues that Muse faces stiff competition from OpenAI and Anthropic among others, adding that the stock is currently trading on an overbought RSI. Both offer the...

As Tesla (TSLA) and Alphabet (GOOGL) hit the gas on robotaxi acceleration, Landon Swan of @LikeFolio shares concerns for Uber Technologies (UBER) and its outlook. His firm's data shows Tesla's robotaxi services cost half as much in the San Francisco Bay area as Uber. That, paired with the user moats both Mag 7 giants built, are factors Landon believes pose strong challenges to Uber's l...

Microsoft (MSFT) "continues to be integral" to AI infrastructure, says Ron Westfall. He believes the Mag 7 company is poised to capture high-margin revenue through its Azure cloud so long as it maintains industry leadership. One risk Ron sees for Microsoft: executing its massive backlog. Evan Feagans isn't entirely convinced of the bull case due to competing hyperscalers like Alphabe...

Beth Mazza and Victoria, co-founders of Female Mavericks and authors of "Entrepreneur Like a Mother," talk about the difficulties women-led businesses overcome in a male-dominated space. They talk about how they balance family life while building wealth for themselves and their families, along with offering advice from their book. Beth also offers more insight into the lending imbalance...

With the S&P 500 (SPX) a "stone's throw" away from all-time highs, Charles Moon (@ProsperTradingAcademy) points out trading opportunities covering several sectors. He sees a strong base forming in Cerebras (CBRS) that he expects to lead to a bullish breakout, a "fast in-and-out" entry opportunity in Valero Energy (VLO), and Tesla (TSLA) holding a bullish "level of...

"The breadth isn't great, but it's been not great for a while," says Jim Iuorio. While AI-tied stocks have recently led markets higher, Jim believes market breadth should improve alongside the tech sector due to initial goals that AI should improve profitability for all corners of Wall Street. He thinks investors should start taking profits at current levels. Jim turns to the Fed...

Rising mortgage rates will continue to plague KB Home (KBH) and other homebuilders, says Brad Hunter, who adds that the Fed's interest rate hike won't help bearish sentiment across the sector. He also doesn't see rates coming down meaningfully "any time soon." So what does that mean for prospective home buyers? Brad discusses strategies for home buyers and builders alike to c...

The Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) merger will seemingly go through after the former company settled its antitrust lawsuit issued by a dozen states. Marley Kayden notes that the settlement comes with some caveats Paramount Skydance must meet for the merger to sustain long-term. Tim Biggam offers an example options trade for Paramount Skydance.

Mike Townsend of @CharlesSchwab offers his insight into the UN General Assembly and the importance it holds for investors and the upcoming midterm elections. One hot topic for the elections: AI data center regulation and the environmental impacts on communities. Sticking with international headlines, Michelle Gibley has her sights set on the summit between President Trump and China President Xi Ji...

Alphabet (GOOGL) is taking the reins early into Tuesday's trading session as the Mag 7 continues to lead S&P 500 (SPX) momentum. Kevin Green highlights key levels he's watching in the index as the options market shows an uptick in call activity. In the commodity space, KG notes that diesel futures are nearing a key support level as MACD turns bearish. Also keep an eye on the agricultur...

Philip Blancato says a 25-bps interest rate hike does nothing to help fend off the rising inflation tide driven by energy prices. He believes the hike was made to push back rate cuts made under former Fed Chair Jerome Powell's tenure. Additionally, Philip says the rate hike will hurt the "wrong people" who are already feeling the pinch of inflation.

Mansi Khetani, CFO of ChargePoint (CHPT), says the EV-based company "outperformed on all fronts" when discussing earnings. "People are buying EVs," she says, explaining that lower initial costs for these vehicles are winning over consumers as gas-based cars, and gasoline prices as a whole, climb. Mansi then explains how the rise of autonomous vehicles from companies like Tesla...

Tyler Herriage says his thesis on the bull market has not changed and argues he would "raise our price targets" from here." He says the Nasdaq-100 (NDX) will hit 50,000 by 2030. His argument lies in AI and small caps playing a large part in that rally. Tyler adds that an interest rate hike and the U.S.-Iran war won't damper his bull case, as he believes both will cool down withi...

Brinker (EAT) shows that its Chili's turnaround story is working, according to Northcoast Research. Diane King Hall explains why the company's flagship name is worthy of a stock upgrade. On Holding (ONON) rallied at the opening bell after saying it expects to see high-teens revenue growth through 2029. Diane adds that AutoZone (AZO) got a post-earnings boost Tuesday morning.

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

The macro set-up is "extremely attractive for stocks," says Kevin Hincks, who points to crude oil near $90 and a pullback in the 10-year Treasury yield helping bullish sentiment. He adds that the Mag 7 reclaiming market leadership offers a boost of confidence. While market breadth has waned in the rally, Kevin believes it will improve so long as tech maintains the strength. Sticking with...

KB Home (KBH) has been an underperformer even in a sector that has struggled in recent months, according to Rick Ducat. He compares the stock to its peers just ahead of the company's earnings following Tuesday's close. Rick then outlines key levels to watch in the stock chart and offers an example options trade for KB Home.

Mario Payne doesn't believe Monday's rally is a head fake. He tells investors to stay firm in their investment plan and brace for coming headwinds that will lead to eventual tailwinds. Turning to the AI trade, Mario divides companies in the "check writers" and "check cashers," urging investors to search for the latter as hyperscalers up CapEx. He makes the case that the...

Crypto winter is over, says Tommaso Mancuso. He explains how the latest headlines lifted Bitcoin above $86,000 even after the Clarity Act failed a key Senate vote. Tommaso is bullish that continued institutional investments will build strong support in Bitcoin and lead to a volatile rally in it and other crypto assets.

Investors are beginning to nibble on shares of Brinker (EAT) as Northcoast Research upgrades the stock. Ben Watson of Charles Schwab shows how bulls are beginning to build new support for Chili's parent company when examining the 10-day chart. He then shows key levels to watch in Brinker's one-year price action.

Crude oil tapped levels just below $90 ahead of Tuesday's opening bell, something Kevin Green sees giving stocks some relief on the macro front. He discusses the recent headlines backing moves in the commodity and what investors can expect in greater price action for the session. KG turns to Meta Platforms (META) and its Muse AI-led rally that sent shares to October 2025 highs. Also on his rad...

Meta Platforms (META) hit October 2025 highs as its Muse AI agent impresses audiences and investors alike. AMD Inc. (AMD) hit $1 trillion in market cap after it, Intel (INTC), and Arm (ARM) surged thanks to part to Meta's rally. Warner Bros. Discovery (WBD) and Paramount Skydance shares ran higher after Paramount reached a settlement in a lawsuit targeting the merger. Sam Vadas carries investo...

Eli Lilly (LLY) is gaining speed in capturing the GLP-1 craze as Novo (NVO) continues to struggle in catching a bullish bid. Meanwhile, the U.S.-China summit begins with President Trump and China President Xi Jinping poised to meet on Thursday. Sam Vadas takes investors through her top takeaways to start the trading week. ======== Schwab Network ======== Empowering every investor and trader, every...