Schwab Network

Diane King Hall discusses this morning's top moving stocks by highlighting Micron (MU) as it rallies back after Friday's sell-off. She also touches on Wells Fargo raising its ON Semiconductor's (ON) price target to $140 from $115, and GSK's (GSK) new $10.6 billion acquisition of Nuvalent (NUVL). ======== Schwab Network ======== Empowering every investor and trader, every market day...

Francis Gannon, Co-CIO of Royce Investment Partners, makes the case that small- and micro-caps remain undervalued and under-owned despite their recent breakout. He cites tailwinds from U.S. tax policy, improving liquidity, and secular growth trends tied to AI and domestic manufacturing. Gannon spotlights Interparfums (IPAR), Quaker Chemical (KWR), Annovis Bio (ANVS), and Hackett Group (HCKT) as ex...

Monday's rally had two problems, according to Kevin Hincks: it was very narrow and finished significantly off its highs. He hopes Tuesday's session shows broadening price action offering strength to underperforming sectors as Big Tech shows a mixed picture. Apple (AAPL) is one Mag 7 stock showing weakness as WWDC 2026 gets underway, though Kevin doesn't see it as a huge concern. With r...

Casey's (CASY) hit an all-time high a month ago, though shares pulled back over 15% as the company readies to report earnings after Tuesday's closing bell. Rick Ducat helps investors digest the price action by looking at key support and resistance trends in the chart. He also serves an example options trade for Casey's. ======== Schwab Network ======== Empowering every investor and tra...

Seana Smith says "it's encouraging" to see dip-buyers in the stock market after Friday's steep sell-off. She's looking for trends in the AI trade that reinforce demand as several corners of the tech sector see shortages. One challenge ahead lies in interest rates, as Seana explains new Fed Chair Kevin Warsh's conundrum on balancing rising inflation with job strength. She...

Robert Conzo says it's "hard not to feel FOMO" with the recent earnings and stronger-than-expected jobs report offering reprieve. He says inflation lingers as a dark cloud over the economic landscape, and even more so for new Fed Chair Kevin Warsh. Robert also talks about the investment strategies he's using as markets march back toward record highs. ======== Schwab Network =====...

ON Semiconductor (ON) shares have been trading in a sideways channel for the last 20 trading sessions. Rachel Dashiell of Charles Schwab believes there's signs momentum is waning in the stock chart. She outlines how support and resistance trends clash in the short-term after forming strong support in recent years. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Risk appetite is back on the table ahead of Tuesday's trading session, says Tom White, though he urges caution in the bullish activity. He explains how geopolitical headlines continue to linger over Wall Street as a crucial headwind investors largely ignore. One company not seeing "buy the dip" activity: Apple (AAPL), with WWDC 2026 not having enough for investors to get excited abou...

Jessica Inskip sits down with Marley Kayden to talk about her journey from trading to market education. They discuss how the COVID-19 pandemic changed Jessica's views on markets and how she grew passionate about teaching others through her social media platform, and the dangers to watch in the financial influencer space. ======== Schwab Network ======== Empowering every investor and trader, every...

Nvidia (NVDA) announces a new multi-year agreement with South Korea to build out next-generation AI infrastructure. Intel (INTC) draws interest from major players, while Amazon (AMZN) unveils a $10 billion deal. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS ap...

Marley Kayden discusses rising oil prices as tensions between Israel and Iran escalate. Sam Vadas highlights Nvidia’s (NVDA) growing ties with South Korea, aimed at securing memory supply and expanding data center capacity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Downloa...

Max Weinbach breaks down Apple’s (AAPL) WWDC 2026, focusing on its push into personalized, context-rich AI through Siri. He explains how Apple’s free AI features challenge subscription models like ChatGPT, while strengthening its ecosystem with a focus on consumer experience and safety. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Tim Draper, known for "Meet the Drapers," talks about the excitement he sees from entrepreneurs and how they navigate the opportunity to "supercharge" their businesses. He talks about what he looks for in aspiring business owners and even points out IPOs he regrets missing out on. Tim turns to investing opportunities he has his eyes on today, including AI-centric companies he b...

Paul Schatz examines the unusual dynamic where good economic news can pressure stocks, while geopolitical events have limited impact on his strategy. He contrasts today’s rally with the dot-com era, emphasizing the importance of market breadth beyond tech even as Nvidia (NVDA) leads momentum Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Blake Grayson, CFO of Docusign (DOCU), discusses the company's first quarter earnings, which he calls a very solid quarter thanks their new platform. He explains how the company is using new tech and applying it to a portfolio of almost 1.9 million customers. Blake also breaks down product offerings and AI implementation for the company. ======== Schwab Network ======== Empowering every invest...

Alec Boccanfuso of Gabelli Funds highlights the rapid growth of soccer in the U.S., pointing to the World Cup as a catalyst for long-term investment opportunities. He says rising media rights and commercial revenue are powering global expansion, making European clubs a compelling play beyond the event. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Charles Schwab’s Ben Watson analyzes the market’s technical setup, focusing on a key S&P 500 (SPX) support level that could determine the next move. He also spotlights UnitedHealth (UNH) as a defensive shift away from tech and calls out Old Dominion (ODFL) as a standout in freight with a $262 target. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Tiffany McGhee and Matt Dmytryszyn discusses the state of the AI trade what demand has on the horizon. Tiffany says the next phase of AI is about the broader ecosystem and investors should be diversifying their AI exposure. Matt believes we're starting to see a broadening use of chips and touches on the areas of opportunity for the AI space. They also breakdown data center buildout falling beh...

Dryden Pence turns his focus to the hyperscalers and their ability to drive profits as the AI trade evolves. In Alphabet (GOOGL), Dryden says he likes to see its investment "toward the future" that will capture "dominant" pieces of the market. Meta Platforms (META) shares continue to move below $600 as it expands AI capabilities, with Dryden saying the Mag 7 company is "be...

Connor Vukelich, CEO of Poppin' Jobs, argues AI is reshaping—not replacing—entry-level work. He says Gen Z must build AI fluency to stay competitive, using technology to enhance productivity rather than replace human skills. Vukelich also highlights how this shift could unlock new entrepreneurial opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market...

Andy Swan from LikeFolio discusses social sentiment trends on Apple (AAPL), stating we've never seen consumer demands accelerating like this before. He believes Apple dropped the ball on AI, and WWDC 2026 will be a game changer if the Mag 7 company can demonstrate strong use cases for the tech. Andy also comments on the CEO transfer as Tim Cook plans to step down from the role in September. ==...

John Deal and Melissa Armo discuss the Iran conflict and the spike in crude oil futures overnight after the Iran & Israel exchange fire. State media out of Iran says they will pull back military operations against Isreal. John says he's not worried about oil prices but rather the ripple effects that will come after. Melissa believes an escalation is still possible and touches on the Fed&#3...

Compressed volatility and a re-energized AI trade showed strength in a month that typically exudes weakness, says Charles Schwab's Joe Mazzola, who breaks down the latest STAX report. He points to an uptick in call buying activity as a clear signal of that optimism but warns it also leads to violent pullbacks, seen in last Friday's sell-off. Joe adds that AI chips led momentum with three o...

Joe Tigay walks us through today's Big 3 by starting with Siemens (SIEGY) as an opportunity utilizing drone technology. He also likes Palantir (PLTR) due to its strong stock rebound potential, and Constellation Energy (CEG) in the AI data center buildout. Rick Ducat walks us through technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Anthony Saccaro says the Fed faces a tough choice between cutting too soon or waiting too long. He warns inflation, especially from higher energy prices, remains a key risk. He also calls the market overinflated and outlines opportunities across AI, financials, and healthcare, including weight loss drugs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...