Schwab Network

Danielle Shay previews Broadcom (AVGO) ahead of earnings, pointing to strong momentum driven by AI infrastructure demand and identifying a potential buy opportunity on a pullback. She highlights the “parabolic seven”—SanDisk (SNDK), Marvell Technology (MRVL), Micron Technology (MU), Intel (INTC), Dell Technologies (DELL), AMD Inc. (AMD), and Broadcom—as key beneficiaries of the AI build-out fuelin...

Brennan Erbz, CEO of Flik, discusses potential IPOs for Anthropic and OpenAI, arguing their fast revenue growth supports current valuations despite the hype. He says going public will push these AI leaders toward more profit-driven products, backed by heavy spending on compute and data centers. Erbz also highlights ongoing competition—and opportunity—for startups building on top of their models. =...

Tony Zabiegala warns that nearly 29% S&P 500 earnings growth is unusually strong and often seen around major turning points, not typical expansions. He cautions that geopolitically driven inflation could force a reset in 2027 growth expectations. Zabiegala discusses dollar-cost averaging into high-profile IPOs, noting many tend to underperform after debut. ======== Schwab Network ======== Empo...

Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurit...

Everything "is all kinds of wrong" with the current market dynamics, says TheoTrade's Don Kaufman's who is cautious with a low VIX, all-time high markets and lingering geopolitical uncertainty. That said, he sees plenty of trading opportunities. Don offers a bullish example options trade on Costco (COST) and bearish trades in the iShares 20+ Year treasury Bond ETF (TLT) and Alpha...

"It's a particularly tricky time for the new Fed Chair" due to the imbalance between the labor market and inflation, says Andrew McDougall. He talks about how the dynamic between the two have changed and what it means for interest rates under Kevin Warsh. As for your portfolio, Andrew explains tactics you can use to balance against risk. ======== Schwab Network ======== Empowering ev...

Hendi Susanto breaks down earnings expectations for Broadcom (AVGO). He believes a higher run in shares will come down to visibility, how solid the target hits are, and the move into AI custom chips. He notes that Broadcom has a lot of visibility opportunity as companies like Anthropic, Alphabet's (GOOGL) Google, and other hyperscalers double down on AI spending. Tom White walks us through an...

Charles Schwab's Liz Ann Sonders notes the earnings surprise and following rallies in tech stocks comes in conflict with concentration risk. That said, she believes bulls still hold the reins of market momentum. She explains how tests ahead will rattle the AI-led rally, including developments around the U.S.-Iran War. Liz Ann adds that "casino-like" moves in short-term money still ho...

Gregory Daco of EY-Parthenon warns that beneath the surface of a seemingly strong U.S. economy, declining real disposable income and eroding consumer spending power are forcing households to lean on savings and credit — with growth increasingly concentrated among AI investments and affluent consumers. He argues that inflation-adjusted data tells a more sobering story of slowing momentum, while the...

Trip Ferguson, CEO of Applied Aerospace & Defense (AADX), joins to mark the company's IPO day and explain the timing — meeting surging demand across its three segments: space and launch, defense aviation and airborne systems, and precision strike systems. He outlines how the newly raised capital will be deployed toward debt reduction, internal investment, and future acquisitions. ========...

Vance Howard, CEO of Howard Capital Management, attributes the market's recent rally to sideline cash and FOMO. He recommends buying pullbacks in the Mag 7, especially in Nvidia (NVDA). Vance also points to Rocket Lab (RKLB), Interactive Brokers (IBKR), and the iShares Expanded Tech-Software Sector ETF (IGV) as candidates that can see further upside moves. He remains firmly bullish on the S&am...

Software companies are in the best position to benefit from AI expansion, says Ryan Kelly. He lists Microsoft (MSFT) and Salesforce (CRM) as two companies to add some of that AI muscle. In the hardware space, he considers TSMC (TSM) an "absolute essential" part of the supply chain and sees Micron (MU) having much more room to run after a 1,000% year-over-year rally. Ryan believes Nucor (...

George Tsilis discusses Wednesday's top moving stocks right after the opening bell. He highlights GitLab's (GLTB) earnings beat and job cut announcements. George turns to Macy's (M) Ulta Beauty's (ULTA) earnings and what they mean for the retail space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

122,000 private payrolls jobs were created in May, beating expectations in a time where investors are highly focused on the labor market. Kevin Hincks highlights the reports and talks more about the importance of the numbers. Crude oil prices spiked Wednesday morning as U.S. and Iran tensions escalate in another round of strikes. ======== Schwab Network ======== Empowering every investor and trade...

Like many other chipmakers, Broadcom (AVGO) has vastly outperformed the S&P 500 (SPX) in recent weeks, though Rick Ducat considers it a laggard compared to some peers. He talks about potential moves in shares once Broadcom reports earnings and walks investors through the "atypical" set-up into the report. He then turns to an example options trade for the stock. ======== Schwab Networ...

Samsung is a name U.S. investors need to pay more attention to, argues Molly Pieroni. The South Korean tech firm's ties to the AI memory trade make it a critical player in what many experts consider a buildout bottleneck. Molly also likes PayPal (PYPL) as a strong contender to take plenty of market share in the fintech space. ======== Schwab Network ======== Empowering every investor and trade...

Charles Schwab's Rachel Dashiell points out a "descending triangle" forming in Chipotle's (CMG) stock, creating uncertainty for price direction. She offers more insight by taking investors through two charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Down...

Markets are facing a conundrum of overbought technicals, says Tom White when analyzing the price action on Wall Street. He urges caution for traders in the short term. That's not stopping earnings from muscling strength, seen in Palo Alto Networks' (PANW) beat despite a pullback in shares. Tom also notes GitLab's (GTLB) earnings beat and announcement of job cuts. Macy's (M) posts a...

Marvell (MRVL) stole the spotlight after Nvidia (NVDA) CEO calls them "The next trillion dollar company." Intuit (INTU) shares trade lower after being downgraded and Palo Alto Networks (PANW) was on the move after reporting an earnings beat. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Marley Kayden discusses the JOLTS reports showing job openings surged in April the highest they have in two years. Sam Vadas talks about European chip maker STMicroelectronics (STM) hitting record highs after earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Bill Drolet examines how Meta Platforms (META) is setting the corporate blueprint for AI-driven restructuring, replacing middle management with lean, high-execution AI pods — a model with sweeping implications for the insurance and healthcare sectors. With Cisco Systems (CSCO) and others watching closely, the next 12 to 18 months will determine whether these leaner operational models can justify A...

JoAnne Bianco argues that bond vigilantes are already doing the Fed's heavy lifting, pushing yields higher and buying policymakers time ahead of the June meeting. Rather than chasing long-dated treasuries, she makes a counterintuitive case for high-yield and short-to-intermediate duration ETFs, with emerging market sovereign credit standing out as a top performer offering both income and price...

As the IPO buzz reaches a fever pitch with companies like SpaceX set to hit public markets, Ben Emons turns his focus to Anthropic's highly anticipated debut with a tentative $1 trillion launch. It comes as the AI trade experiences deep "euphoria," but not a "peak," says Ben. He makes the case that the Claude parent company will serve as a "reality check" with its...

Matt Miskin cautions that beneath the surface of a blowout JOLTS report — including a two-year high in job openings. However, stagnant hiring and quit rates reveal a labor market far looser than headlines suggest. He argues that ongoing fiscal stimulus is acting as a sugar rush for the economy, and that the Fed may lean on bond vigilantes rather than rate hikes to tighten conditions. ======== Schw...

Sid Powell breaks down the latest crypto report, noting market worries, possible cash flow pressures, and Strategy (MSTR) selling Bitcoin for the first time since 2022 while still down 70% from its 52-week high. He talks about the causes of Bitcoin's recent weakening and whether a rebound could enable continued equity sales and what it signals moving forward. ======== Schwab Network ======== E...