Schwab Network

Neena Mishra unpacks the surprising outperformance of value ETFs over growth ETFs, revealing how many now hold significant allocations to tech giants like Amazon (AMZN), Apple (AAPL), and Microsoft (MSFT). She dissects the methodologies behind value indices like the iShares Russell 1000 Value ETF (IWD) and the iShares MSCI USA Value Factor ETF (VLUE), and advises investors to look beyond the AI tr...

Crude oil supply remains constrained, and Ellen Wald says any subsequent hits to Middle Eastern oil infrastructure, like what was seen over the weekend, adds to headwinds. She adds that Russian sanctions and Ukrainian strikes on Russian oil refineries deepen the global supply impacts, nor will supply from Venezuela help long-term. Stewart Glickman explains the trickle effects to the U.S. economy a...

TJ Klein breaks down how Meta Platforms (META) navigates a complex regulatory landscape with its diversified advertising base and AI enhancements like the Spark AI model and Muse AI agent. He also weighs Snap's (SNAP) Snapchat Plus as a glimmer of hope, Reddit's (RDDT) data licensing growth, and Pinterest (PINS) using AI to improve the shopping experience for its retail-focused users. ====...

Matt Maley provides a timely analysis of Dave & Buster's (PLAY) ahead of its earnings report, highlighting the company's consistent underperformance and significant stock decline. He suggests low expectations could spark a short-term bounce, notes the higher margins in gaming versus food, and weighs the broader impact of consumer spending trends and a K-shaped economy on the entertainm...

Alphabet (GOOGL) is "a winner forever" in the tech space, argues LikeFolio's Andy Swan, making the case that the Mag 7 giant's expanding CapEx into data centers is long-term bullish for the company. While Alphabet is spending around $200 billion in 2026 for AI infrastructure, he argues its $500 billion backlog justifies the spending. He uses consumer data gathered by his firm to...

Suzanne Porske of Phoenix Financial Group views the current market downturn as a "flash sale" for quality investments, likening it to buying a discounted high-end handbag. She sees dips in Microsoft (MSFT) and Nvidia (NVDA) as buying opportunities, favors companies with proven earnings over fleeting trends, and expects the Fed to hold a steady course. ======== Schwab Network ======== Emp...

As some investors express concerns on AI safety following recent commentary from former and current executives at Anthropic and OpenAI, Joe Tigay weighs the risks and opportunities he sees in the tech trade. He likes Palantir (PLTR) due to its lasting leadership in software, Oracle (ORCL) after already building out lots of its AI infrastructure, and Palo Alto Networks (PANW) due to the growing nee...

SailPoint (SAIL) CEO Mark McClain discusses how his company serves in a "foot on the gas, foot on the brake" dynamic in AI's evolution as renewed safety fears emerge. He outlines SailPoint's earnings beat and how the company's growth reaffirms its positioning as AI agents start to outnumber humans. One of the biggest changes he sees in the cybersecurity space: how AI agents c...

Kenneth Suh and John Conca break down Netflix's (NFLX) surging advertising business, with ad payments doubling year over year and 60% of new subscribers opting for the ad-supported tier. They highlight live sports like football games as a key growth driver and see Netflix well-positioned to navigate a fragmented streaming landscape where smaller players may eventually license content to domina...

You want to balance AI stocks with energy names, says Matthew Tuttle, who explains how both sectors complement each other in the current geopolitical climate. He weighs on the changes he sees shaping up in the energy industry, from ways added Venezuelan supply affects U.S. to the beneficiaries in the volatile environment. George Tsilis offers an example options trade for Chevron (CVX). ======== Sc...

Cybersecurity names like Palo Alto Networks (PANW), CrowdStrike (CRWD), and Okta Inc. (OKTA) among others rallied Monday morning after former and current executives from Anthropic and OpenAI raised concerns on current AI safety. Marley Kayden takes investors through the commentary and the subsequent selloff in Big Tech names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD). Charles Moon explain...

Charles Schwab's Kevin Gordon notes that the last time crude oil touched $105, a sharp downturn began in the commodity's price action. He sees a different story for crude today. That said, he doesn't see a big hit coming to the U.S. economy unless tensions between the U.S. and Iran persist long-term. As for the Fed's interest rate decision, Kevin explains how "relatively stron...

Michael Shaoul sees crude oil in an early-stage bull market driven by supply disruptions and overlooked by most investors. He notes energy equities are quietly leading global markets, attributes the 10-year yield hitting 5% to strong nominal growth, and sees the Fed as a bystander. He also casts doubt on the AI safety push, calling it an attempt to pre-empt regulation. ======== Schwab Network ====...

Some investors are buying the dip in the latest tech selloff. Kevin Green discusses how commentary from Anthropic's Dario Amoedi and OpenAI CEO Sam Altman ignited fears of AI development and ways he sees the news moving stocks in the industry. It comes as the stock market braces for the Fed's interest rate decision Wednesday, with Wall Street pricing in a hike. KG tuns to crude oil's p...

Andrew Kotliar, founder and partner at MEP Capital, examines the role of private credit in the sports and entertainment industries, the rise of specialization in private credit and the mechanics of financing a media library. Andrew also takes a closer look at the potential long-term value of content creator media libraries as the creator economy continues to grow. ======== Schwab Network ========...

Analyst upgrades and downgrades take Diane King Hall's attention to start a volatile trading week. She explains why JPMorgan is double upgrading IREN (IREN) while Evercore ISI is downgrading HPE (HPE). In the crypto space, Coinbase (COIN) rallied after Compass Point upgraded the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Chuck Lieberman of Advisors Capital Management discusses the FOMC's upcoming rate decision amid current inflation and strong growth, and explores AI's impact on the economy and market breadth. He highlights REITs like Omega Healthcare Investors (OHI) and Healthpeak Properties, favors money center banks Citigroup (C) and Wells Fargo (WFC) for their recovery stories, and contrasts the lower-...

With all the volatile headlines hitting the AI trade, Jed Ellerbroek discusses the rollout of AI models and impacts to U.S. GDP relying more and more on data center buildouts. He calls the stock market moves Monday morning a "kneejerk reaction." Jed later explains his bull case on Microsoft (MSFT) due to ways the Mag 7 company ties its legacy tech suite to its cloud growth. He also belie...

Kevin Hincks discusses Anthropic co-founder Dario Amodei's call that AI is growing too fast and its impact on markets. As Kevin highlights, some Big Tech names are still higher even though shares of Nvidia (NVDA), AMD Inc. (AMD), and Micron (MU) slid on Amodei's commentary. He turns to crude oil's "snapback" rally following a Friday selloff after key oil infrastructure was st...

Affirm (AFRM) still has some technical repair ahead following the company's post-earnings rally and selloff on the same day, says Rick Ducat. He takes investors through his technical analysis of the stock by highlighting key levels to watch in the chart. He then turns to options activity and an example trade in the fintech stock. ======== Schwab Network ======== Empowering every investor and t...

Between AI safety risks, crude oil's price spike, and political polarization, Michael Rosen still believes the stock market remains in good shape. He doesn't expect corporate profits bolstering earnings to be impacted much, if at all, by energy fluctuations and a multi-year-high in the 10-year Treasury yield. Michael tells investors to stay diversified as he projects volatility to continue...

While investors are selling off stocks tied to the AI trade over the rise of safety questions, Matthew Caruso believes the industry has much more room to run. He sees the selloff as an "overreaction," though not entirely unwarranted, saying there needs to be regulation on AI's growth. Matthew's top stock picks include AMD Inc. (AMD), Dell Technologies (DELL), and HPE (HPE). =====...

A "warnings sign" for a momentum reset in Okta Inc. (OKTA) is on Rachel Dashiell's (Charles Schwab) mind when looking at the short-term trading action in the stock. She discusses how the recent moves play into the long-term outlook she sees for shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Risks in AI and energy are moving markets in what's becoming a volatile open to the trading week. Kevin Green explains how commentary from former Anthropic AI engineers and OpenAI's current CEO is hitting stocks across the tech space. Also on KG's radar: crude oil, as prices rise above $100 per barrel after key infrastructure was struck. He later discusses key levels he's watching...

A fairly muted CPI print dials up chances for an interest rate hike from the Fed in September. Apple (AAPL) unveiled new phones and other technology at its "Surprise and Shine" event. Oracle (ORCL) closed down on the week despite posting an earnings beat and guidance raise. Sam Vadas takes investors through the top stories of the holiday-shortened trading week. ======== Schwab Network ==...