Schwab Network

Sean Clark remains bullish despite rising targets from Goldman Sachs and Morgan Stanley. He points to strong fundamentals, tight credit spreads, and broadening participation beyond names like Nvidia (NVDA) as support for further gains. He also notes any pullback could be a healthy reset. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

"Crude oil futures are telling you there's some good news going on" amid the U.S.-Iran War, says Kevin Hincks. A dip below $90 a barrel and speculation that both countries are reaching a peace agreement are two factors he sees leading market momentum into Wednesday's trading session. In stock movers, Kevin can't ignore the parabolic rally in Micron (MU) and other AI memory ch...

Marvell's (MRVL) "picks and shovels" tie into the AI trade has caught investors' attention in recent months, rallying about 150% so far in 2026. Rick Ducat touches on the key levels to keep in mind heading into its earnings after Wednesday's close. He also offers an example options trade for Marvell. ======== Schwab Network ======== Empowering every investor and trader, every...

Markets have moved on from Iran and instead have their full focus on AI, says Matthew Tuttle. After many tech stocks made parabolic moves, Matt urges investors to not chase those intense rallies and instead find underappreciated parts of the sector. He then turns to macro discussions in the U.S.-Iran War and Kevin Warsh's new conundrum as Fed Chair as inflation woes climb. ======== Schwab Netw...

As long as earnings estimates continue to move higher, Cameron Dawson sees the bull run having solid footing. That said, she notes markets are slightly overbought and breadth is narrow. If earnings slow, Cameron believes that bull run can stop quickly. She adds that she's fearful of "the lack of fear itself," expressing concern of the intense call activity seen in options. Cameron la...

Salesforce (CRM) reports earnings after the close Wednesday, and Rachel Dashiell of Charles Schwab believes shares are currently in a "bullish regime." However, should momentum break after the report, the stock has potential to fall to new 52-week lows. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Kevin Green breaks down the stellar price action in AI memory chips as investors and analysts alike continue to express bullishness in the space. It comes as Micron (MU) hits $1 trillion in market cap. KG explains how the rally can extend following its parabolic move and the headwinds it has created for the rest of the stock market. ======== Schwab Network ======== Empowering every investor and tr...

On this episode of Market Matters, Seth Schachner, Managing Director of Strat Americas and the host of the “Breaking Down the Biz” podcast, takes a closer look at media and streaming. Seth shares what it was like witnessing how streaming changed the music business as an AOL and Sony executive, examines the future of the movie industry and the potential for future mergers in the streaming space. Se...

Micron (MU) surges after a huge analyst price target boost, lifting AI chip names like Western Digital (WDC) and SanDisk (SNDK). Qualcomm (QCOM) jumps on a reported ByteDance AI deal while Pony AI (PONY) spikes after explosive robotaxi revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

Geopolitics and a tentative ceasefire are reshaping risk premiums across energy and bonds. Ben Emons highlights easing conflict fears, while warning the Fed may shift to neutral as growth stays strong and inflation pressures persist. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscri...

Sam Vadas breaks down the latest selloff in Chinese stocks as new concerns emerge over China's new AI regulations. She says regulatory uncertainty is pressuring investor sentiment. ======== 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.apple.com/...

Consumer sentiment remains weak, but spending stays resilient. Joe Schmitz highlights strength at Starbucks (SBUX), The Walt Disney Company (DIS), and Home Depot (HD), while noting a shift toward more defensive financial planning and retirement strategies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Zed Francis breaks down volatility on Micron (MU), the memory chip boom, and the state of the AI trade following Nvidia's (NVDA) latest earnings report. He explains why Micron is projected for record profits, what options market trends are signaling in semiconductors, and how rates remain the biggest macro risk for the AI-driven rally. ======== Schwab Network ======== Empowering every investor...

Andy Baehr breaks down the GSR Crypto Core3 ETF (BESO) and explains why investors may want crypto exposure in their core portfolio. He talks about Bitcoin's new trend of low volatility, growing trends in tokenization and stablecoin, and why Solana still has significant room to grow. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Benoit Gervais and Stewart Glickman break down how the Iran conflict is impacting the global energy complex and why oil supply risks will drive prices higher. They discuss concerns over potential barrel losses, long-term energy premiums, and what investors should watch next in the energy sector. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Ironlight's Greg Braca, Former President and CEO of TD Bank, discusses how tokenization is bringing liquidity to assets like private credit, real estate, and private equity. He explains how platforms like Ironlight aim to shorten lock-ups, lower costs, and expand access, putting pressure on traditional advisors to modernize. ======== Schwab Network ======== Empowering every investor and trader...

Michael Saylor, executive chairman of Strategy (MSTR), returns to Market Overtime to talk about the company's STRC plan, also known as Stretch. He explains the risks and rewards for investors as Bitcoin struggles to regain its price momentum. He calls Stretch the "passenger jet" to Strategy's "rocket ship" and Bitcoin's "fighter jet." As for the greater cr...

Luke Lloyd sees opportunity in under-owned software and cybersecurity names as the market rotates beyond mega-cap tech. He highlights Zscaler (ZS) and Intel (INTC), along with upside in Sony (SONY), Guidewire Software (GWRE), and HubSpot (HUBS), as AI and stable liquidity support growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Strong earnings are pushing markets to new highs beyond the A.I. trade. Greg Halter highlights “picks and shovels” plays like Eaton Corp. PLC (ETN) and rising power demand, alongside resilience in transport names like Union Pacific Corp. (UNP), Werner Enterprises Inc. (WERN), and Old Dominion Freight Line Inc. (ODFL). He says fundamentals, including consumer wealth and grid buildout, continue to s...

The housing market is diverging by region, not collapsing, with localized slowdowns and continued strength in states seeing strong migration. Katie Hubbard highlights regional dynamics, while Suzanne Miller notes demand is shaped more by economic uncertainty than mortgage rates. Builders are adapting with smaller homes and incentives, as the outlook depends on policy and the Fed. ======== Schwab N...

Jessica Inskip sets her sights on AI and space stocks for today's Big 3. She points to Alphabet's (GOOGL) AI-driven ad optimization, Rocket Lab's (RKLB) upcoming projects, and BlackSky Technology's (BKSY) high risk, high reward trading opportunity as key movers to watch. Rick Ducat walks us through the key support and resistance areas in the stock charts. ======== Schwab Network ==...

Market gains are broadening beyond mega-cap tech as the S&P 500 and Nasdaq hit new highs. Chris Ward points to opportunities in semis like Micron (MU), Western Digital (WDC), and Seagate (STX), along with emerging markets like Samsung. He also highlights XLK and IWC, and favors floating-rate bonds amid rate uncertainty. ======== Schwab Network ======== Empowering every investor and trader, eve...

As markets near new highs, leadership is becoming crowded in AI and semis. Nancy Prial urges rebalancing into overlooked sectors like energy, housing, and industrials, while favoring small caps for their growth potential. She also flags possible volatility ahead despite a bullish long-term outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

Dick’s Sporting Goods (DKS) heads into earnings with strong momentum, driven by youth sports and experiential retail. LikeFolio's Andy Swan highlights advantages over Academy Sports and Outdoors (ASO), along with tailwinds from Nike (NKE) returning to wholesale. They also examine whether growth and expansion can sustain the rally near highs. ======== Schwab Network ======== Empowering every in...

Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still showing signs of growth. That said, Jeffrey sees names beyond mega caps benefitting from Mag 7 strength, pointing to rising energy companies like Bloom Energy (BE) and Eaton (ETN) as AI infrastructure...