Schwab Network

Micron (MU) investors already experienced an incredibly strong year, with shares up more than 200% so far in 2026. George Tsilis makes the case that tailwinds offer more upside potential, so long as it can repel demand headwinds. He offers a full picture perspective in Micron, the AI memory trade, and technical analysis for the stock following its substantial rally. ======== Schwab Network =======...

Dell Technologies (DELL), Snowflake (SNOW) and Micron (MU) led the market higher after blockbuster earnings, massive wins, and continued AI driven momentum. Dell soared on strong guidance, Snowflake rallied on accelerating growth, and Micron surpassed the $1 trillion market cap. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Marley Kayden talks about how oil prices have pulled back from their conflict-driven highs while Sam Vadas discusses Micron (MU) reaching another price target as momentum in memory stocks continues to build. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app -...

As geopolitical tensions persist, Aarathi Krishnan dissects the disconnect between Washington’s optimism and Tehran’s firm stance on nuclear enrichment. While equities seem to price in a diplomatic resolution, ongoing risks in the Strait of Hormuz could keep war insurance premiums elevated for months. Krishnan warns that a complete collapse of negotiations could send oil prices surging by up to 50...

AstraZeneca (AZN) is aiming to redefine cancer care by shifting the focus from late-stage interventions to early-line precision medicine. Dave Fredrickson, EVP of Oncology Business at AstraZeneca, discusses the company's aggressive strategy to replace traditional chemotherapy with targeted treatments that minimize side effects. Looking ahead, the conversation highlights recent regulatory miles...

Steven Dickens says the tech market is still in the very early stages of a long growth cycle, believing companies like Dell Technologies (DELL) are just beginning to realize their full potential. He also points to continued strength in memory cycles and strong performance from Lenovo and Cisco (CSCO), noting the sector has a long road ahead of it. ======== Schwab Network ======== Empowering every...

While geopolitical tensions dominate the headlines, Lance McGray suggests investors focus on foundational macro shifts like sticky inflation and interest rate normalization. He explains that a 10-year treasury yield near 5% represents a return to historical normalcy rather than a cause for panic. To navigate this environment, McGray highlights short-duration strategies on the front end of the yiel...

Costco (COST) continues to show steady growth, though Brett Husslein notes that price investments in food staples are causing a slight dip in gross margins. Meanwhile, Matthew Todd highlights how high-income shoppers remain resilient, driving a shift in consumer behavior that benefits value retailers like Dollar Tree (DLTR). ======== Schwab Network ======== Empowering every investor and trader, ev...

The S&P 500 (SPX) continues to defy seasonal trends by hitting fresh record highs, driven by a persistent buy-the-dip mentality. Charles Schwab's Kevin Horner analyzes the technical support levels keeping the benchmark afloat. In stocks, he examines constructive consolidation in Akamai Technologies (AKAM) a classic bull flag pattern forming in D-Wave Quantum (QBTS). ======== Schwab Network...

Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. He also discusses how Meta Platforms (META) cost-cutting plans, AI monetization, and Gen Z engagement will fuel future growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork....

Investors often fall for shiny object syndrome, chasing volatile tech stocks instead of sticking to a cohesive financial strategy. Kevin Matthews II explains how emotional decision-making derails long-term goals and highlights the psychological gap between perceived and actual risk tolerance. To build a resilient portfolio, Matthews discusses focusing on asset allocation and utilizing taxable brok...

Andy Swan from LikeFolio says Apple (AAPL) is one of the firm's favorite stocks as it performs well on Wall Street. He notes that the demand for Apple products are surging creating fulfillment issues, not demand concerns. Andy also highlighted Apple's success, saying the company's growth beats Mag 7 peers like Microsoft (MSFT) and Alphabet (GOOGL). He wants to see a clear roadmap from...

Dell Technologies (DELL) shattered the ceiling of its stock chart and soared to a new all-time high after crushing on earnings and raising full year guidance. Michelle Connell and Oliver Blanchard explain why Dell's full stack AI strategy and infrastructure position the company as a major AI winner. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Digital sales are surging at major retailers as cautious consumers increasingly hunt for value and early promotions. Owen Carr examines this shift toward e-commerce and discount brands, noting how AI-driven search helps capture detail-oriented shoppers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

StocksToTrade's Tim Bohen joins today's Big 3 from the NYSE to talk about the FOMO-centric stock market and how it plays into his picks. He likes Dell Technologies (DELL) due to its earnings and ties to data centers, Micron (MU) as he eyes another breakout, and Rigetti Computing (RGTI) as a retail favorite in the quantum computing space. Rick Ducat backs Tim's analysis with a close loo...

Paul Schatz breaks down the current market melt-up and explains why chasing high-flying tech stocks often leads to exhaustion. Seeking real value outside of tech, he highlights fresh opportunities in nuclear energy, housing, and aviation. Finally, Schatz shares a clever ETF strategy designed to maintain market exposure while hedging against a sudden pullback. ======== Schwab Network ======== Empow...

Scott Nations says the market is shifting from complacency to resiliency but warns the AI trade is entering “mini bubble” territory similar to 1999. He points to overbought conditions in the S&P 500 and Nasdaq 100, rotation out of Nvidia (NVDA), and rising “AI washing,” while cautioning that valuations remain exposed to Treasury yield swings and geopolitical risk. ======== Schwab Network =====...

Charles Schwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas. Collin notes any truce between the U.S. and Iran would be good news as the war is not offering any si...

The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings. ======== Schwab Network ======== Empowering e...

Fritz Foltz outlines how looming IPOs from names like SpaceX, OpenAI, and Anthropic could amplify market enthusiasm while pressuring valuations and blurring the line between active and passive investing through products like Invesco QQQ Trust (QQQ). He highlights persistent inflation and a higher-for-longer rate backdrop, favoring short-duration bonds and TIPS, while emphasizing diversification in...

Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power...

After Dell Technologies (DELL) posted stellar earnings beat and guidance raise, many investors will now have their eyes on HP Enterprise (HPE) into its earnings after Monday's close. The stock is currently trading at record highs. Rick Ducat turns to the key support and resistance levels to watch in the stock charts. Tom White returns to Options Corner and walks through an example options trad...

Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses. ======== Schwab...

"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something...