Schwab Network

Tim Bohen (@StocksToTrade) says investors are experiencing bullish optimism unseen since the 2020 recovery off COVID lows. He expects momentum to continue, particularly in A.I. and quantum, which he sees Alphabet (GOOGL) benefitting greatly from. Tim also notes military and defense stocks being plays investors should keep their eyes on. ======== Schwab Network ======== Empowering every investor an...

The first round of Mag 7 earnings showed highs and lows after hours on Wednesday. Alphabet (GOOGL) rallied after posting an earnings beat and continuing momentum toward A.I. Tesla (TSLA) sold off after CEO Elon Musk warned of a bumpy road ahead. Jenny Horne talks about the biggest points investors should take away from both reports. ======== Schwab Network ======== Empowering every investor and tr...

A "solid" jobless claims print continues to show a strong labor market, says Kevin Hincks. However, it's a different picture for earnings, with many Thursday morning reports like American Airlines (AAL), Southwest Airlines (LUV), and Honeywell (HON) dragging shares lower. However, Alphabet's (GOOGL) earnings late on Wednesday offered a bright spot. Kevin also makes the case for t...

Rick Ducat says Broadcom (AVGO) "may not be a household name," though it's market cap can't be ignored. He breaks down the technical trends he sees in the A.I. giant's chart and key levels investors should watch. Tom White turns to an example options trade for Broadcom. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Aadil Zaman believes there's two major risks to the economy and investors: tariffs and budget deficits. He argues tariffs are the bigger risk of the two, noting that investors are likely underestimating volatility the lack of trade deal poses. Aadil mentions Costco (COST) as a stock he believes will weather the tariff storm. ======== Schwab Network ======== Empowering every investor and trader...

Melissa Otto turns to Intel's (INTC) earnings ahead of the after hours report, which she believes will be all about the company's foundry business. Her "critical question" to Intel: can it overcome negative foundry growth? When asked if Intel can ever catch up to Nvidia (NVDA), Melissa says it has an incredibly long road ahead. ======== Schwab Network ======== Empowering every in...

President Trump is reportedly bringing out a hard hat in his visit to the Federal Reserve following his rampant criticism of Fed Chair Jerome Powell and interest rates. Sam Vadas says the concern is no longer whether Powell will be out of a job, but instead how a shift in interest rates can affect the economy. After the U.S. set tariffs on Japan to 15%, Sam notes that it could serve as a precursor...

IBM Corp. (IBM) posted a beat in earnings but investors weren't swayed by its software revenue. Charles Schwab's own Kevin Horner shows that the stock moved below his support level, meaning that more downside price action is likely for IBM. However, Kevin sees a very solid support level further down that can lead to a bullish bounce back. ======== Schwab Network ======== Empowering every i...

Ed Siddell is bullish long-term, calling the U.S./China deal the “greatest possible deal.” He discusses other announced deals, including with Japan, saying the chips are “beginning to fall as everyone hoped they would.” As for a rally, he thinks “this is just the beginning.” His stock picks now include Alphabet (GOOGL), Celestica (CLS), Microsoft (MSFT), the finance sector, and small caps. =======...

Alphabet (GOOGL) shares slip lower after an initial pop. George Tsilis and Scott Durfey join Marley Kayden to digest the latest quarterly figures from Google's parent company. Both George and Scott denote the company's capital expenditure number as one to watch as A.I. expansion could weigh on overall company profits. However, they point to its YouTube business as a positive checking in wi...

Stocks across the board gained on the session ahead of highly anticipated Mag 7 earnings. Alphabet (GOOGL) and Tesla (TSLA) both saw volatility once their reports dropped, while IBM Corp. (IBM) traded down despite posting a beat. Marley Kayden breaks down the biggest earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Ben Sullivan reacts to Alphabet (GOOGL) earnings. He notes that capex is expected to rise for Google but thinks that will translate to strength down the road. “They’re resilient, they have a plan” for things like AI and Search, he adds, “They have a wide moat that will allow them to stay competitive.” On Tesla (TSLA), he describes the “roller coaster ride” of the stock and how the company is tryin...

@CharlesSchwab's Nathan Peterson calls the market's march higher "pretty impressive," even as tech lagged on Wednesday's session. He credits earnings and trade deals for fueling the grind higher, though Nathan warns there could be a rotation out of tech on the horizon. Lack of catalysts outside of trade deals can also put pressure on another run higher. ======== Schwab Networ...

Dan Deming examines the commodities market. He cites several reasons for gold coming under pressure and is watching the “psychological” $3,400 level. He sees silver supply “stretched” and thinks copper markets are hitting all-time highs because of tariffs and the “huge lead time” for production. On crude, he points to the upcoming OPEC+ meeting, which he cites as one of the reasons oil isn’t able...

Jillian DelSignore tracks ETF inflows for the first half of 2025. “I like to think about ETFs as exposures…and those exposures have really evolved over time.” ETF wrappers democratize investing, she posits, because they can give investors easier exposure to complex institutional strategies like options. She also looks at the rise of active ETFs and how that has changed the sector. ======== Schwab...

Jenny Horne and Adam Lynch take a look at two crypto assets that have possibly been overlooked amidst the latest round of legislative changes: XRP and Solana. Adam explains the similarities and differences between them, while addressing the interest in their use case. Later, they speak about Goldman Sachs (GS) and BNY (BNY) partnering up to tokenize the money market industry. ======== Schwab Netwo...

Ahead of Alphabet's (GOOGL) earnings, Craig Warnimont talked about the extensive focus it and other Big Tech firms will place on A.I. and data center spending. He says tax benefits help justify businesses spending tens of billions of dollars. Craig adds that all Mag 7 earnings should be treated independently, though guidance will play a big role for all of them. However, as high-growth stocks...

Brett Feldman of AT&T (T) breaks down their quarterly earnings report. He highlights the number of customers added across mobile, fiber and other segments. “It’s growth across the board, and we’re growing where we’ve been investing in our business.” He discusses fiber growth plans, expecting to double its reach, and investments in their workers. Brett notes that consumers tend to like bundling...

John Freeman recently pulled out of his positions on Alphabet (GOOGL), believing its 20x P/E ratio is too high. He points to OpenAI taking Google search revenue as a "plausible enough" long-term risk. Greg Dukes disagrees, citing soaring cloud and advertising revenue as major growth drivers. He and John both like Amazon (AMZN) as a Mag 7 name they see gaining traction in the back half of...

Dave Mazza says markets are experiencing a 2.0 version of 2021's meme stock craze. Stocks like Opendoor (OPEN), Krispy Kreme (DNUT), and GoPro (GPRO) have seen substantial rallies and sell-offs similar to GameStop (GME). Dave highlights how options open the door for additional trading in stocks with high short interest. He also talks about what institutional investors "can't ignore&qu...

Anthony Saccaro says, “the tariffs are working, I think consumers are not worried.” He argues energy prices have helped offset inflation from housing and food. “The Federal Reserve has to stay put” on rates right now, he adds. Anthony discusses volatility in the market recently and thinks a dip is a buying opportunity for long-term investors. In equities, he likes tech right now. ======== Schwab N...

Ken Stillwell, COO & CFO of Pega Systems (PEGA), says “pretty much everything went right for us this quarter.” Pega develops, licenses, markets, and hosts enterprise software. The stock rallied to 3-year highs after earnings. He talks about how their multi-year strategy is paying off as they boost free cash flow. Ken also covers Pega’s AI strategy, both behind the scenes and in customer servic...

Andy Swan from Likefolio talks Chipotle (CMG) ahead of earnings. Andy sees strong year-over-year change in visits, with only Shake Shack (SHAK) and Steak n Shake ahead of it. “The fanbase is coming back and getting more enthusiastic,” he says, and calls it a “stealthy AI or tech play.” He likes it as a long-term idea, but notes that it does have headwinds investors should watch. ======== Schwab Ne...

Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" wit...

“The big question is AI’s effects on advertising” and Google’s Search business, Scott Kessler says. He thinks it could be a potential headwind for Alphabet (GOOGL), along with its general spending on AI. “I think it’s pretty clear that…the days of Google having 90% market share have passed.” He notes that a lot of the popular chatbots are not built to include advertising, though he thinks that cou...