Schwab Network

Yerbol Orynbayev, former governor of the World bank, discusses the labor market and current overall economy. He says the health sector currently has strong demand as AI technology changes hiring in that industry and others. Yerbol calls the current labor market highly unusual because of the transitions tech changes are creating. He also discusses the how it all affects the Fed's road ahead. ==...

Dale Smothers discusses potential stock market tailwinds. He says in order for the S&P 500 (SPX) to hit 8,000, AI demand must continue to spark optimism, oil prices cannot climb, earnings must grow, and investors must stay calm through summer volatility. Dale also talks about how to navigate the sell-off into this weekend and his expectations for market volatility. ======== Schwab Network ====...

When talking about Friday's "breather" in markets, Charles Schwab's Joe Mazzola says we've had "so much of a parabolic move" that there's not much more room for stocks to run. "This is not the end of the bull run in markets by any means," says Joe, it's just investors revaluating stocks previously "priced for perfection." He also touches...

David Wagner says the tech rally still has room to run despite recent dips. He favors buying mega-cap names like Amazon (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Broadcom (AVGO), citing attractive valuations and strong liquidity. He dismisses correction fears, pointing to ongoing market support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Tarek Kutrieh, president and CFO of Liftoff Mobile (LFTO), discusses the company’s IPO and how it uses AI to drive mobile app growth and monetization at scale. He highlights the company’s competitive edge across the broader app ecosystem and its integrated platform approach. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Jason England highlights three straight months of strong payroll growth with gains spreading beyond healthcare. Inflation remains sticky above the Fed’s target, keeping pressure on rates and lifting bond yields. Stocks stay resilient, pushing to new highs despite geopolitical tensions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Diane King Hall discusses this morning's top moving stocks at the opening bell. She highlights ServiceTitan (TTAN) on the rise after earnings, DocuSign (DOCU) falling despite posting an earnings beat and guidance raise, and Berenberg's downgrade on CrowdStrike (CRWD). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Talley Leger breaks down the latest jobs report and what it means for interest rates, noting that while monthly gains improved, year-over-year payroll growth remains weak. He says bond yields continue to reflect persistent core inflation pressures. Leger also outlines a bullish view on equities, targeting 8,500 for the S&P 500 (SPX) on strong earnings and easing geopolitical risks. ======== Sc...

"Don't be so binary" when it comes to inflation and jobs, says Brian Belski, believing the Fed will be stuck on interest rates. That said, he says markets have shown tremendous resiliency and expects any significant pullback to be a buying opportunity. Brian likes Alphabet (GOOGL) and Apple (AAPL) in the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, ev...

Apple (AAPL) will hold its annual WWDC event next week as investors expect to see software and hardware updates to the Mag 7 giant's tech ecosystem. Rick Ducat turns to support and resistance levels to keep in mind as shares hover just off of record highs. He then turns to an example options trade for Apple. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Broadcom (AVGO) took the "winds out of the sails" in the AI trade despite posting strong earnings, says Gina Martin Adams. She points to an uptrend that comes with rotation, backed by strength in slower but steady economic growth. Gina believes the fundamental story will keep bulls in the driver's seat, believing hyperscalers signaling a spending pullback will be a downside catalyst...

The S&P 500 (SPX) faces another test Friday as AI stocks face continuing pressure. Alex Coffey tells investors what he has his eyes on as the May jobs report hits the wire. One stock facing tremendous headwinds: Lululemon (LULU) after earnings. Alex explains how investors and analysts alike are punishing the stock. Docusign (DOCU) is also on track to open lower despite an earnings beat and gui...

CrowdStrike (CRWD) has been "pretty choppy" during the last week, says Rachel Dashiell of Charles Schwab. She highlights volatility in the five-day price action and explains how bulls are trying to take the wheel back in stock momentum. In the one-year chart, Rachel points to support and resistance areas she sees. ======== Schwab Network ======== Empowering every investor and trader, eve...

Bitcoin briefly tapped $61,500 Thursday, soon after Strategy (MSTR) executive chairman Michael Saylor sold 32 Bitcoin. The cryptocurrency continued to decline, falling below $60,000 Friday. Charles Schwab's Nathan Peterson says the move is significant due to Saylor's position in the crypto space and makes the case that the price of Bitcoin is important to Strategy. It comes as JPMorgan Cha...

Broadcom's (AVGO) earnings led to an avalanche in trading activity. Quantinuum (QNT) makes its public debut, setting the stage for one of the most anticipated tech listings of the year. UnitedHealth (UNH) rallied after getting an upgrade and increased price targets. Marley Kayden takes investors through the day's top stories. ======== Schwab Network ======== Empowering every investor and t...

Marley Kayden discusses Quantinuum's (QNT) public market debut as one of the most anticipated IPOs of the year. Sam Vadas talks about TSMC (TSM) working hard to meet AI chip demand, and potentially hiking prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...

Audrey Symes discusses how AI is reshaping non-tech industries. Referencing Goldman Sachs (GS) CEO David Solomon and a strong JOLTS report, she argues fears of AI-driven job losses are overstated. Symes says AI is creating new, higher-value roles and driving demand for “AI-native” workers, even as some lower-level tasks are automated. ======== Schwab Network ======== Empowering every investor and...

James Czerniawski breaks down Broadcom (AVGO) and CrowdStrike (CRWD) earnings to highlight the hardware and software angles of the AI trade. On Broadcom, he says the company posted good earnings but couldn't meet sky-high guidance expectations. It's a similar story in CrowdStrike for software. James highlights the path ahead he sees for both companies following the negative reaction to ear...

BlackRock’s Kristy Akullian highlights strong S&P 500 (SPX) earnings growth and a broadening AI trade beyond mega cap tech into sectors like industrials and materials. She emphasizes diversification across asset classes, including intermediate bonds, gold, and digital assets, to navigate the market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

CIO of Sparkline Capital’s Kai Wu questions the sustainability of the AI boom, warning that heavy spending may not deliver strong returns. He sees a potential shift from infrastructure names like Nvidia (NVDA) and Micron (MU) to the application layer, while highlighting opportunities in underowned international stocks. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Mitch Ashley breaks down CrowdStrike's (CRWD) post-earnings weakness and announcement of its 4-to-1 stock split. He says we've entered a period where we need to be aggressive on understanding AI's capabilities and discusses a road ahead for CrowdStrike and cybersecurity. Mitch notes that if companies want to keep up with how AI is used, companies are going to need to utilize AI to its...

Charles Schwab's Adam Lynch breaks down the future of Bitcoin after futures in the cryptocurrency fell to four-month lows. He believes, "it's not broken, there were key headlines this week" that shaped how markets saw Bitcoin. Adam also touches on the Clarity Act's status. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Dr. Alan Baratz, CEO and president of D-Wave (QBTS), rejoins the Watch List to talk about what makes his company uniquely positioned in the quantum computing space as it tacks on new customers. One development he sees adding scale to D-Wave: the company's gate model roadmap, which he says will increase tech speed and efficiency. Quantum computing will also be a critical innovator in many indus...

Macquarie’s Chad Beynon expects record World Cup wagering, citing growing U.S. legalization as a key tailwind. He sees strong engagement in legal states and believes major operators like Flutter (FLTR), DraftKings (DKNG), and Super Group (SGHC) are well positioned despite regulatory questions around prediction markets. ======== Schwab Network ======== Empowering every investor and trader, every ma...

LikeFolio's Megan Brantley previews Lululemon (LULU) earnings, noting strong digital engagement but ongoing pressure from Alo Yoga and Vuori. She says a turnaround depends on improving North American sales and restoring the brand's premium positioning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...