Schwab Network

Lesley Marks expects to see a pause after she says earnings drove the most recent rally. She sees the rally as justified due to the fundamentals backing the climb higher. She notes a key warnings sign in the bond rally over concerns that inflation will continue to accelerate. Lesley explains how it impacts a Kevin Warsh-led Fed. ======== Schwab Network ======== Empowering every investor and trader...

As the S&P 500 (SPX) hits a record high, Charles Schwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key arguments to Joe's bullish thesis. He notes a hot PCE print later this week will become a roadblock should it manifest. Michelle Gibley says semiconductor stocks remain in a cyclical trend not...

Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optimistic as stocks catch a bid and crude oil slides. KG touches on the dichotomy between equities and commodities as investors shrug off geopolitical concerns. May's consumer confidence report shows...

George Tsilis breaks down this morning's biggest movers, from Okta Inc.'s (OKTA) upgrade to buy at Arete, AutoZone (AZO) slipping despite earnings beat, and Pony AI (PONY) surging after its report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - ht...

Jonathan Corpina breaks down this morning's market action as futures soar and the S&P 500 looks to extend its eight-week winning streak. He discusses middle east headlines, labor market fluctuations, investor rotation out of tech and into sectors like financials, and why every AI headline continues to move stocks. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Investors are looking to continue a weeks-long rally on expectations peace talks will develop between the U.S. and Iran. Kevin Hincks explains that it won't be that easy, pointing to sticking points in the discussions causing tension even as crude oil prices slide. He then turns to the key economic data to watch this week, including important inflation data. ======== Schwab Network ======== Em...

Snowflake (SNOW) reports earnings after the close on Wednesday. Shares climbed recently but follows a downtrend caused by the SaaS-pocalypse. Rick Ducat points to support and resistance areas for traders to watch into the company's earnings. He then offers an example options trade for Snowflake. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...

Melissa Cohn turns to the macroeconomic factors keeping mortgage rates elevated. She believes "it will take a lot longer for rates to come back down" than they were going up. That said, Melissa sees a resurgence of buyers entering the housing market on hopes rates ease. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Eric Becker urges investors to look more broadly at a fundamental level and brush past some of the noise on the U.S.-Iran War. He sees the AI trade maintaining bullish momentum for the time being and talks about how it will play into future innovation for companies. Eric talks about the interviews he's had with Blackrock (BLK) on his podcast to outline how companies set their sights on the fut...

HP Inc. (HPQ) shares saw explosive upside action after experiencing a significant downtrend over the last year. Charles Schwab's own Kevin Horner weighs the stock's short-term rally against long-term weakness to explain how institutional investors are re-energizing shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Headlines that the U.S. and Iran are making progress toward a peace deal has futures rallying ahead of Tuesday's open. Jenny Horne explains why the move is a sight for sore eyes as traders prepare for a holiday-shortened week on Wall Street. Pony AI's (PONY) earnings have investors pouring int the stock while Ferrari (RACE) shares hit the gas after the company unveiled its Luce EV vehicle....

Sam Vadas says consumer sentiment is at all time low and it's raising concern amongst the younger population for housing security. She also discusses Kevin Warsh sworn in as the new Fed Chair.

Reid L'anson breaks down how the war in Iran is impacting the energy market. He says coming into the year thinking we'd be short on oil helped coming into geopolitical conflict, but every day the strait of Hormuz stays closed we lose profit. He also touches on bond market trends to monitor and what's next for China. Reid L'anson breaks down how the war in Iran is impacting the ener...

Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to data centers and energy companies as key beneficiaries. Dan turns to the quantum computing space as another portion of tech investors shou...

Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest asset isn't the physical rockets, but instead the data around them. Lisa also says Starlink might be important than the whole IPO itself and there's now full-scale reusability that we've never seen in space before. Lisa Martin breaks down the importance of SpaceX's IPO, adding that the strongest a...

Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on mar...

Intel is trying to reinvent itself as a major player in A.I. infrastructure, foundry services, and advanced chip manufacturing. In this week's Tech Corner, George Tsilis breaks down the companies latest earnings, growing momentum in its Data Center and AI business, and why its Intel 18A process technology is drawing attention from major companies like Apple. George also examines the key risks...

David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 global markets. He shares his taking an being short bonds and ways it balances interest rate hikes. David also covers how his firm positions portfolios in heightened geopolitical uncertainty. David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 gl...

Joanne Hsu, director of surveys of consumers at the University of Michigan, talks about the university's latest consumer sentiment print and why it's "very clear" Americans are feeling financial pressure. She walks investors through the report, the dividing lines between political parties, and ways lasting effects the Strait of Hormuz closure continues to hit wallets.

Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500 (SPX) near record highs. On stock movers, he explains technicals backing rallies in Intuitive Machines (LUNR) and Joby Aviation (JOBY).Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500...

James Czerniawski talks about the key takeaways from Walmart's (WMT) earnings after guidance came in softer than expected. However, he adds that they are doing well on the ecommerce side of their business and have a lot of opportunities to grow. James also covers how to navigate the current market environment and whether the Fed policy will change under Kevin Warsh's leadership. James Czer...

IBM Corp. (IBM) has entered the quantum computing space with lots of headlines. Charles Schwab's Joe Mazzola says the turn toward new innovation gives the legacy tech firm more room to run. Kevin Hincks points to the U.S. government's payment to IBM as an example that it can capitalize on the quantum industry's early steps. Joe turns to a bullish example options trade for IBM while Kev...

Rigetti Computing (RGTI) shares are making a quantum leap. Megan Brantley (@LikeFolio) says we're still in the very early stages of the technology but attributes the big rally across the space to investors and businesses looking to get ahead of the trend. She uses LikeFolio's data to explain where the firm sees Rigetti standing against other quantum peers. Rigetti Computing (RGTI) shares a...

Ross Stores (ROST) posted earnings at the end of a week packed with retail reports. Chris Wang believes the big box retailer's growth can continue to outpace competitors as consumers become more value conscious. Brett Husslein of Morningstar sees gains continuing short-term but notes the company faces long-term headwinds should inflation stay high. Ross Stores (ROST) posted earnings at the end...

Eddie Yoon breaks down May's consumer sentiment report as it comes in at a record low. Ukraine's attacks on Russian oil supply, paired with the U.S.-Iran War, are key reasons he believes are driving sentiment lower. Eddie also highlights that addiction to doom scrolling and the impact of GLP-1 drugs. Eddie Yoon breaks down May's consumer sentiment report as it comes in at a record low....