Schwab Network

Lower and middle-income consumers are thinking twice about buying big ticket items across retail, says Jharonne Martis. She explains how retailers are waving yellow flags by pulling back guidance and raising prices. Jharonne adds more color to the picture by outlining how economic data affects companies in different ways, from Walmart (WMT) to Williams-Sonoma (WSM).  ======== Schwab Network ======...

Ahmed Riesgo sets a 7,600 target for the &P 500 (SPX) by year's end and expects the U.S.-Iran War to come to an eventual close. He believes neither side wants the conflict to continue due to risks of crude oil prices getting too expensive. Ahmed adds that SpaceX and other huge IPOs like OpenAI and Anthropic can throw a wrench into index growth due to the amount of liquidity they will add t...

Charles Schwab's own Kevin Horner analyzes the "fake out breakout" in Costco (COST) that resulted in shares falling back to a notable support trend. As the company readies to report earnings Thursday, he looks into the long-term support and resistance levels to show where shares can make a stronger breakout. ======== Schwab Network ======== Empowering every investor and trader, every...

AI continues to dominate the stock market as investors brush off U.S.-Iran fears in favor of earnings strength. Kevin Green remains skeptical of the move with energy headwinds still present, but for now, believes the trend remains strong. On the latest earnings, KG touches on Snowflake's (SNOW) massive rally thanks to a new deal with Amazon's (AMZN) AWS. Marvell (MRVL) also beat while Sale...

As Bitcoin retreats toward $75,000, Charles Schwab's Jim Ferraioli takes a closer look into the latest price action. He makes the case that the cryptocurrency will stay rangebound unless a greater catalyst, like the passage of the Clarity Act, shakes up the market. Jim also explains why Bitcoin miners are piling into the AI space and argues they will pivot back if Bitcoin prices reaccelerate....

Micron's (MU) AI-fueled gains continue a parabolic rally. Goldman Sachs raises its S&P 500 (SPX) target for 2026. Zscaler (ZS) shares fall more than 30% after earnings. Marley Kayden carries investors through the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Marley Kayden, Sam Vadas, and Kevin Green tackle a slew of earnings following Wednesday's closing bell. They turn to software giants in Salesforce (CRM) and Snowflake (SNOW), along with hardware companies like Marvell (MRVL) and HP Inc. (HPQ). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Marley Kayden talks about the potential Tesla-SpaceX merger Elon Musk has hinted at with Musk holding 85% of the voting power at SpaceX. Sam Vadas talks about Tesla in Europe continuing to see momentum with the record 6% YoY last month. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subs...

Christopher Della Fave turns to AI companies beyond Nvidia (NVDA) and other tech mega caps he sees as winners in the next leg of the AI trade. He urges investors to find companies profiting from AI instead of just riding the coattails of trends. Christopher helps investors separate the hype from fundamentals. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Dave Nicholson breaks down notable tech earnings today including Salesforce (CRM), Snowflake (SNOW) and Marvell (MRVL). He says it's hard to think Salesforce will be on the decline long-term as they create an agentic AI platform. Dave calls Snowflake "another canary in the coal mine for agentic AI." In hardware, Dave makes the case that Marvell is in the center of the hardware trade....

David Wagner says volatility can be used as an investment tool. He highlights an active approach with the Aptus Collared Investment Opportunity ETF (ACIO) to capture upside while managing risk. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.a...

The S&P 500 (SPX) makes a slight pause Wednesday after tapping new record highs on Tuesday. Charles Schwab's Kevin Horner highlights support levels and sees opportunities in the technical set-up for consumer staples, especially Archer-Daniels-Midland (ADM) and Kimberly-Clark (KMB). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

The housing market faces pressure from high rates and affordability challenges. Erin McLaughlin and Mark Fleming highlight rising buyer ages, steady demand despite higher costs, and limited supply as homeowners stay locked into low rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

Amy King says service members should plan early for transition and retirement. She highlights strategies around the GI Bill, VA loans, and survivor benefits to maximize long-term financial outcomes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://a...

Landon Swan from LikeFolio breaks down weakening Salesforce (CRM) demand trends as companies pull back on spending. He warns AI could accelerate downside pressure while investors debate whether AI can actually boost Salesforce earnings. With Salesforce shares down 35% year-over-year, the sentiment around cloud stocks is staying divided. ======== Schwab Network ======== Empowering every investor an...

Dick’s Sporting Goods (DKS) pulled back despite strong sales, as margins and cautious guidance weighed on the stock. Mark Herrmann and Zach Warring highlight growth drivers like House of Sport and long-term upside from inventory control and experiential retail. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for al...

David Shapiro breaks down the current IPO landscape SpaceX, OpenAI, and Anthropic and explains how geopolitical tensions, inflation, and shifting private markets could impact equity pricing and investor sentiment. He also warns retail investors that increased enthusiasm around IPOs often comes with higher volatility. ======== Schwab Network ======== Empowering every investor and trader, every mark...

TheoTrade's Don Kaufman returns to the Big 3 and offers a bullish take on Eli Lilly (LLY) as he sees a higher run following recent acquisitions. However, he leans bearish on Ferrari (RACE) following earnings and its new EV announcement. He also shares a bearish perspective in Target (TGT) as inflation runs hot. Don offers example options trades for his picks while Rick Ducat turns to technical...

Crude oil has pulled back as U.S.-Iran tension fears ease. Jim Iuorio says AI-driven CapEx and strong demand will help the U.S. economy avoid an oil shock, while flagging potential supply increases. Jim turns to opportunities he sees in Tesla (TSLA) and metals like Silver and gold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Stephanie Walter breaks down expectations for Marvell's (MRVL) earnings as the stock hits record highs. She points to compute demand as the key driver for Marvell's momentum but urges investors to look for commentary on hyperscalers. As Stephanie says, "Marvell's revenue is increasingly a readthrough on AI revenue." George Tsilis walks us through an options example trade for...

Technicals are turning bearish in the semiconductor names, says Nate Peterson with Charles Schwab. He has his eyes on Marvell's (MRVL) earnings after the close, which he sees as a potential bellwether for the sector's direction. Nate also shares worries of a "sell the news" situation once the U.S. and Iran reach a peace agreement. On the macro front, Mike Townsend breaks down the...

AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

ZScaler's (ZS) hit to top line growth has investors concerned, says Kevin Green, attributing the stock's 30% sell-off to much of tech's weakness Wednesday. That said, AI memory stocks like Micron (MU) are adding strength where cybersecurity showed frailty. KG talks more about Wednesday's dynamic between hardware and software stocks. He then analyzes the latest macroeconomic data in...

Eli Lilly (LLY) leads in weight-loss drugs as retatrutide shows strong results. William Soliman highlights competition from Amgen (AMGN) and potential upside in Structure Therapeutics (GPCR), Viking Therapeutics (VKTX), and Altimmune (ALT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

Diane King Hall breaks down Wednesday's biggest moving stocks, including ZScaler (ZS) tumbling on weaker free cash flow guidance. Dick's Sporting Goods (DKS) slipped despite strong earnings, though its Foot Locker segment saw great growth. Diane stays with retail to discuss Abercrombie & Fitch's (ANF) move higher. ======== Schwab Network ======== Empowering every investor and trade...