Schwab Network

Mark Vitner says strong jobs data points to a resilient economy and a steeper yield curve. He expects the Fed to stay on hold as inflation cools and tightens real rates. He also highlights a broader manufacturing recovery beyond AI, supporting stronger growth in the second half. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

"We still expect the Fed to be on an extended pause," says Charles Schwab's Collin Martin. Persistent inflation and a stronger-than-expected jobs market create a tricky situation for a Kevin Warsh-led Fed, though Collin believes jobs need to show more weakness for an interest rate hike to manifest. He later outlines portfolio strategies to consider in corporate bonds and preferred se...

Jeff Mortimer, CIO of Elyxium, breaks down recent market volatility, tying the sell-off to strong labor data, geopolitical tensions, and rising oil prices. He urges investors to rebalance, take profits, and rotate into lagging areas. He also highlights election cycle seasonality and the role of oil in shaping inflation and Fed policy. ======== Schwab Network ======== Empowering every investor and...

Diane King Hall discusses this morning's top moving stocks, including Micron (MU), which saw a doubled price target at Wells Fargo. SanDisk (SNDK) also saw some bullish optimism from analysts, adding power to the AI memory trade. Diane then turns to healthcare movers like Eli Lily (LLY), which rallied after its Foundayo drug showed strong weight loss results for women in perimenopause. =======...

SanJac Alpha CIO, Andrew Wells, says the market is overpricing a rate hike, arguing inflation is a supply shock, not demand-driven. He expects the Federal Reserve to stay patient under new leadership and points to strong economic resilience and healthy credit markets. He also cites similar views from Morgan Stanley’s Mike Wilson. ======== Schwab Network ======== Empowering every investor and trade...

Wall Street's seeing a rebound rally into a new trading week. Kevin Hincks says the markets are "feeding" off key levels in many stocks like Nvidia (NVDA) and other Mag 7 peers have hovered around in recent weeks as geopolitical fears appear to wane. As a Fed "quiet period" begins, Kevin explains the path ahead he sees for Kevin Warsh and interest rates. ======== Schwab Net...

Paramount Skydance (PKSY) shares have fallen 50% from last year's all-time high as it and Netflix (NFLX) saw a months-long clash to acquire Warner Bros. Discovery (WBD). Rick Ducat highlights key support and resistance levels and offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Jim Neesen walks investors through the state of the IPO market and why he still sees plenty of promise for this corner of Wall Street. The discussion comes as SpaceX sets to make its public market debut later this week. Jim sees companies like SpaceX, Anthropic, and OpenAI as "transformative" to the U.S. economy. ======== Schwab Network ======== Empowering every investor and trader, ever...

Volatility being elevated throughout the start of 2026 offered more leverage for bulls to take command of price action, says Arnim Holzer. However, he believes investors now need to find ways to manage risks as concentration builds in the AI space. He offers insight into strategies he and his firm use to explain how you can balance your portfolio. ======== Schwab Network ======== Empowering every...

Futures show signs of life into Monday's opening bell after steep selling action on Friday. Jenny Horne says it signals a shift in focus of AI beneficiaries as breadth remains narrow. She touches on geopolitical movers in Iran and its state media saying it will end military operations against Israel. In equities, Nvidia (NVDA) is creating headlines again after announcing partnerships with seve...

AMD Inc. (AMD) is making a short-term recovery after a recent stumble in the stock price. Shares are still up over 115% so far this year. Charles Schwab's Rachel Dashiell talks about the bullish momentum she sees forming in a "bearish regime." She highlights the six-month stock chart to offer more perspective in key support and resistance levels. ======== Schwab Network ======== Empo...

Nvidia (NVDA) CEO Jensen Huang pointed to Marvell (MRVL) as the next $1 trillion company. George Tsilis tests Huang's comments by highlighting the company's balance sheet and partnerships as key tests for forward momentum. George says Marvell is in great positioning as its business sits in many parts of the evolving AI trade. One issue he takes with forward momentum: valuation, which he se...

Broadcom (AVGO) finishes the week down despite hitting record revenue, Hewlett Packard Enterprise (HPE) rallied when the company reported better than expected earnings, and Alphabet (GOOGL) slid trying to fund its new infrastructure buildout. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.co...

Marley Kayden discusses labor market data that beat expectations, with 172,000 jobs added. She also notes Bitcoin hitting the $60K level, though it remains roughly 50% below last year’s highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.ap...

Brian Kessens breaks down the energy sector’s leadership, driven by geopolitical tensions and rising oil prices. He highlights the U.S. advantage in energy and the growing importance of natural gas to meet surging power demand, especially from data centers. Kessens also points to energy infrastructure names as attractive for both growth and income through strong cash flow, dividends, and buybacks....

Martin Leinweber discusses the state of the crypto market. He breaks down what Strategy's (MSTR) Bitcoin sale indicates about crypto, believing it was a psychological decision more than strategic. Martin notes there are coins better than Bitcoin right now and people should pay attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Lisa Flicker discusses how the latest jobs report underscores a shift from cheap capital to human capital, placing greater emphasis on leadership and the return on people. She explains how higher borrowing costs are elevating talent as a key competitive advantage, while AI is expected to enhance productivity rather than replace strategic roles. The conversation highlights how this shift could resh...

GMO’s Warren Chiang outlines opportunities in deep value investing, targeting the cheapest half of already discounted stocks. He explains how GMO’s models help avoid value traps by focusing on asset quality and growth across mid- and large-cap names. Chiang also highlights tactical rotation and positions ETFs GMO International Value (GMOI) and GMO U.S. Value (GMOV) as long-term trades on market di...

John Blank and Stephen Kates break down stronger-than-expected U.S. job growth. They examine how seasonal hiring in leisure and hospitality may be masking deeper issues like weak wage gains and uneven job quality. The conversation also highlights what the data means for the Federal Reserve as it weighs its next policy moves. ======== Schwab Network ======== Empowering every investor and trader, ev...

Rachel Dashiell with Charles Schwab turns to the S&P 500 (SPX) breaking below its 20-day SMA and why the sell-off is significant following the index's sharp tech-led rally. In equity movers, Rachel is watching a potential $40 upside move in Ouster (OUST) and eyes W.W. Grainger's (GWW) breakout to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader,...

Windows Central's Daniel Rubino breaks down predictions for Apple's (AAPL) WWDC 2026 announcement next week. He says people may not fully trust the new agentic AI upgrade tied to Apple Intelligence due to privacy and security concerns, but believes people will eventually be able to make the transition. Daniel discusses the risks and open questions Apple is facing. ======== Schwab Network =...

Haley Sacks, also known as Mrs. Dow Jones, discusses how to build healthy financial habits amid volatile markets and geopolitical events. She says we're living in an age of frictionless payments and recommends removing virtual wallet cards to maintain emotional spending stability. Hayley believes it's important for millennials and Gen Z to remain positive with financial circumstances. ====...

LikeFolio's Megan Brantley argues Netflix (NFLX) remains undervalued and underappreciated, with a strong case for a rebound. She highlights growing ad sales, a massive global user base, and improving monetization efforts. Megan also explains how Netflix is well positioned to benefit from the ongoing shift from linear TV to streaming. ======== Schwab Network ======== Empowering every investor a...

Tim Bohen walks us through today's Big 3 by pointing to a legacy tech firm in BlackBerry (BB). he says the company is flying under investors' radars as their technology is being used by several AI industries. Tim likes Cisco (CSCO) for its recent increase on earnings, and Applied Materials (AMAT) due to its exposure opportunity. Rick Ducat walks us through the key technicals in the stock c...

Amanda Lai and Melissa Otto break down Lululemon (LULU) as earnings highlight a sharp profit drop and continued weakness in the core U.S. business. While international growth, especially in China, offers some support, it has not been enough to offset declining domestic sales and lowered guidance. They explore whether leadership changes and brand resets can drive a turnaround or if further downside...