Schwab Network

Kevin Horner with Charles Schwab talks about a "very interesting" set-up in Dollar General (DG). He turns to a 10-year weekly chart in the discount retailer to explain why bulls can quickly reignite a rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a rev...

"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys t...

Snowflake (SNOW) beat earnings expectations and announced AWS deal while Dell Technologies (DELL) beat revenue expectations by almost $10 billion. Nebius (NBIS) also rallied after a filing showed a hedge fund disclosing 5.5% stake in the infrastructure company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Marley Kayden talks about oil prices moving lower as investors pulled back due to the Middle East conflict and the potential deal reported. Sam Vadas highlights reported retail earnings proving how resilient consumers are. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Bill Magnuson, CEO of Braze (BRZE), says the company saw revenue grow 30%, fueled by accelerated bookings. Bill says brands are investing heavily in customers as Braze pushes full velocity on AI driven engagement. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Elor Kahalany believes AI investments are moving from the hyperscalers to bottlenecks. Just turn to Micron's (MU) rally driven by memory demand as an example. He points out how investors can find bottlenecks in the AI trade and highlights stocks he believes have room to run, from Mag 7 names like Alphabet (GOOGL) to beaten down software stocks like ServiceNow (NOW). Elor raises eyebrows when h...

Joseph Haag highlights the NBFC ETF as a diversified alternative as credit spreads tighten and uncertainty rises. He points to its flexible approach and income potential, alongside the Strategic Income Fund (NSTLX) and Short Duration Income ETF (NBSD), which is gaining traction for managing duration risk. The strategy aims to deliver stable income with improved risk-adjusted returns versus traditi...

Crypto markets are in risk-off mode as Bitcoin and Ethereum hit six-week lows and outflows pick up, including from BlackRock’s iShares Bitcoin Trust (IBIT). Adam Lynch points to geopolitical uncertainty but sees upside if U.S. regulation advances. For now, Bitcoin must reclaim $80,000 to shift momentum, with IPO activity and institutional flows still on hold. ======== Schwab Network ======== Empow...

Melissa Otto looks ahead to Dell Technologies' (DELL) earnings after Thursday's close as the company hits record highs. She says we're expecting a decent trajectory around numbers, but how the company will guide the second quarter is critical. Melissa also discusses the key factors to look for in Dell's report. ======== Schwab Network ======== Empowering every investor and trader,...

Dan Ives returns to the Watch List to add color on his ultra bullish tech takes. His firm has a $280 price target on Snowflake (SNOW), as Dan sees the company's data potential as a massive moat. He maintains his view that Palantir (PLTR) will be a $1 trillion company and expects Salesforce's (CRM) Agentforce platform to benefit the company long-term. On the Mag 7, Dan says Alphabet (GOOGL)...

Art Levy breaks down how AI is reshaping business spending. He says when you look at the data, companies aren't just buying AI infrastructure, they're buying what sits between them and the LLMs. Art also covers the two fastest growing vendors called Xoul AI and Open Router, and what purchasing behavior tells us about AI. ======== Schwab Network ======== Empowering every investor and trader...

Costco (COST) enters earnings facing a valuation test, with its P/E above 50 raising the bar for investors. LikeFolio's Landon Swan highlights strong membership trends but notes signs of consumer strain and increased “trading down.” Despite solid digital growth, COST must prove demand can justify its premium, especially after Walmart (WMT) weakness pressured shares. ======== Schwab Network ===...

Dan Romanoff and Steve Koenig look at Salesforce (CRM) higher after beating earnings. Dan says while software is performing well, there's not a catalyst that shakes Salesforce out of its lane in the software trade. Steve notes there's work to do to get investors convinced there will be an AI opportunity within Salesforce. ======== Schwab Network ======== Empowering every investor and trade...

AMSC (AMSC) CEO Daniel McGahn talks about the company's latest earnings and the role it plays in the AI energy bottleneck. He walks investors through the "one-two punch" ASMC takes to expand power grid opportunities. Daniel notes ASMC's lack of debt and "portfolio solution" in energy supply as key reasons he sees the company scaling vastly in the future. ======== Schwab...

Dan Deming walks us through his Big 3 picks in Dexcom (DXCM) as it revamps itself after taking several hits from weight-loss drugs, Coca-Cola (KO) for outperformance through the years, and Marathon Petroleum (MPC) amid a red-hot energy trade. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Sales...

Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader,...

Charles Schwab's Liz Ann Sanders and Cooper Howard break down the reported U.S.-Iran deal awaiting President Trump's approval and why the market reaction could shift sentiment as short-term traders reposition. Cooper explains how higher oil and gas prices will pressure the economy and treasury yields. Liz discusses the road to stabilizing energy, the impact of the Strait of Hormuz, and wha...

Frances Newton says AI-driven liquidity continues to power markets despite geopolitical risks and higher yields. She highlights opportunities in semiconductor infrastructure names like Micron (MU) and Seagate (STX), while warning rising capital costs could pressure earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

New home sales slid and core PCE came in-line with expectations Thursday morning, though the latter metric remains higher than expected compared to recent months. Kevin Green explains how all the economic data plays into consumer and stock market health. On international movers, KG highlights the lasting impacts the U.S.-Iran War has on crude oil as futures move above $90 once again. ======== Schw...

There are "constant reminders" that the stock market is dependent on headlines surrounding the Strait of Hormuz and U.S.-Iran tensions, says Ben Cook. He believes the energy trade will stay strong long-term, even after a peace deal is made. He names Exxon Mobil (XOM) as a key beneficiary from the geopolitical volatility. Williams Companies (WMB) and Expand Energy (EXE) are other names Be...

Diane King Hall breaks down this morning's earnings movers across retail. Kohl's (KSS) posted a narrower loss with its best performance in four years and cleaner inventory, while Best Buy (BBY) muscled strength in gaming, computing and mobile services. Burlington (BURL) stores also topped earnings and raised full year EPS guidance, though shares sold off on the report. Diane also notes Dol...

Jake Johnston stays bullish despite inflation concerns, pointing to strong earnings and resilient margins. He favors dividend-paying stocks and sectors like healthcare, energy, and utilities to manage volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

Dell Technologies (DELL) reports earnings after the closing bell Thursday as shares experience a parabolic rally pushing the stock to repeat record highs. Rick Ducat takes a closer look into the price action to highlight key support and resistance areas into the report. He highlights an example options trade for Dell. ======== Schwab Network ======== Empowering every investor and trader, every mar...