Schwab Network

“Investors need to have a long-term portfolio that doesn’t have to depend on a short-term prediction about the future,” Mark Matson argues. “Most investors are making a big mistake right now because they have so much of their money in large tech stocks.” He walks through his Dos and Don’ts of investing in 2025, citing P.T. Barnum’s “sucker born every minute” saying. He calls hedge funds Ponzi sche...

Donald Luskin says a potential Stephen Miran-led Federal Reserve would be "very, very dangerous" for markets, citing Miran's reportedly radical views on devaluing the U.S. dollar. Luskin also weighs in on the jobs picture, attributing recent weak job numbers to a decline in immigration rather than a recessionary economy. Despite concerns about inflation, Luskin thinks it's a "solved problem" and s...

Reddit (RDDT) shares have surged over 300% from its 52-week low. One reason why? The company's big 2Q earnings report. George Tsilis dives into the social media company's business model to find out why it draws unique users, advertising dollars and investor intrigue. Plus, George looks at the company's role within the A.I. adoption trends taking place across the technology sector. ====...

Beth Akers discusses the fallout from the August 1 student loan deadline. “The consequences are back” for borrowers, Beth says. She talks about the end of the Biden-era SAVE plan, and the services still available to student borrowers. Borrowers need to be “proactive” and there are “hoops to jump through,” Beth says, or there will “be a lot more trouble.” She also addresses whether college is worth...

Even as President Trump's tariffs took effect this week, stocks rallied and pushed the NDX to new all-time highs. Palantir (PLTR) shined with its 20% rally after posting strong earnings raising guidance. AMD Inc. (AMD) showed more of a mixed picture, while Supermicro (SMCI) sold off on its double miss. In non-earnings news, Apple (AAPL) rallied on its $100 billion commitment to the U.S. Marley...

Construction costs may be flat for now, but that doesn't mean the impact of tariffs isn't coming. Paul Giorgio discusses the latest trends in construction and real estate, including the effects of tariffs on material costs and how geography plays a critical role in the construction process. Giorgio also shares his insights on the data center build out in America and the reshoring of manufa...

nLIGHT Inc. (LASR), a semiconductor and fiber laser company, posted its first positive EPS in more than three years. George Tsilis adds that the company is a rising star in the aerospace and defense industry. He talks about what makes nLIGHT's fundamentals and price action so "meaningful." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through...

To look ahead, Charles Schwab's Cooper Howard says you need to look back at last week's data. He believes the unemployment report last Friday showed concerns for growth but assured investors a September interest rate cut is coming. However, Cooper warns that investors will want to pay attention to next week's CPI and PPI prints, which can add stagflation risk. ======== Schwab Network =...

Phil Streible reviews the week in the commodities market. He says the U.S. dollar could take a turn down, potentially testing the 97 level or below. Oil’s slide could also be opening up the door for a bigger sell-off, with “plenty of supply” on the market and the Trump admin trying to push prices into the $50s. He identifies a “rotation underway” in the crypto market as Bitcoin falls and Ethereum...

6,400 is the level to watch not just for Friday, but for the week ahead due to the high amount of options activity. Kevin Green talks about the recent upside action heading into a data-heavy week in a situation where volatility is cheaply priced. As Kevin explains, "at some point, there will be a cap" to volatility. Kevin explains why investors will want to keep an eye on the VVIX as wel...

Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent econ...

Pat Nerney and Tony Blagrove talk inflation, rates, and Fed policy. Pat thinks the yield curve will continue to steepen from here, and says the market is pricing in a rate cut in September. He’s looking forward to Powell’s Jackson Hole speech for direction on the Fed’s moves. However, the AI sector seems to be ignoring interest rates as it continues to run. Tony foresees a stagflationary environme...

"It's hard not to be bullish," says Wayne Kaufman, even as markets enter the seasonally weak period of August and September. He makes the case that the A.I. trade is accelerating and could bring energy stocks alongside its rally. He labels TSMC (TSM) as a top stock due to its leadership position in A.I., helped by Nvidia (NVDA) and AMD Inc.'s (AMD) reliance on it. Wayne adds Dell...

Keyvan Mohajer, CEO of Soundhound (SOUN), joins Nicole Petallides at the NYSE set to talk about his company's latest earnings report. He says "robust demand" in A.I. isn't going away, adding that Soundhound made acquisitions in order to expand its reach to fill that market share. Keyvan says Soundhound isn't seeking more major acquisitions but have the capital to do so. =====...

Paul Auslander is focusing on AI, defense, and housing and is diversifying into international equities and fixed income. He also likes healthcare, saying baby boomers will be paying for “oodles of care” in the coming years. Infrastructure around the world “has to be fixed,” he adds, with many important roads and structures built decades ago. He is worried “a little bit” about the Fed, particularly...

The Trump administration’s moves are “ratcheting up” demand for gold, says Quentin Mai, driven partly by “de-dollarization.” He talks about moves to support the gold industry in the U.S. with the latest tariffs slapped on importing gold. “There’s a very big spread between the spot price and the futures market,” he notes, due to those tariffs creating uncertainty over the future. With no other curr...

Chris Hewish looks at the intersection of video games and crypto. “Video games are truly an innovation economy,” Chris says, and “for too long” developers and investors have not been able to integrate crypto. He talks about how the CLARITY and GENIUS acts will make the environment clearer for video game creators, particularly in the “play-to-earn” model. ======== Schwab Network ======== Empowering...

Lots of headlines drove Tesla's (TSLA) price action this week. The latest of which was the company getting clearance to operate Robotaxi in Texas. Marley Kayden notes bullish optimism behind the move but warns of headwinds Tesla faces if it moves to other states. She and Jenny Horne also discuss the latest developments on Elon Musk's pay package, and Tesla shutting down its team behind the...

LikeFolio's Andy Swan considers Nvidia (NVDA) the "Secretariat" of the A.I. race. However, AMD Inc. (AMD) is catching up to the market leader. Likefolio's data shows AMD has gained significant web traffic while Nvidia dragged. As Andy explains, customers may be looking for cheaper chip options, adding that it can "pick up the pieces" Nvidia leaves behind. ======== Schwa...

The Ethereum-led rally in the crypto space expanded breadth and increased confidence in stablecoin, says CoinDesk's Andy Baehr. He also mentions the latest regulation headlines from the Trump administration offering cryptocurrencies more room to run. David Siemer says the latest crypto rally "exceeded expectations" on anticipation of a "sideways summer." He says if markets...

Lucas Downey notes that late summer usually sees liquidity dry up, which in turn can cause bouts of volatility. He likes Palantir (PLTR), Meta (META), Microsoft (MSFT), which have performed well after earnings and guidance. On the other hand, he notes that companies missing earnings are “falling like rocks.” ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Markets are "getting rather narrow," says Jessica Inskip, noting massive rallies driving the SPX and NDX to continuous all-time highs. She sees Nvidia (NVDA) being the next major catalyst for price action, noting the A.I. giant makes up 8% of the Nasdaq-100 in market cap. She's also watching Apple (AAPL) when it comes to its iPhone supply chain and whether changes to it will translat...

Jay Hatfield warns that the U.S. economy is weakening and will likely enter a recession if the Federal Reserve doesn't cut interest rates significantly this year. He thinks the labor market slowdown was already priced in by some market participants and that inflation concerns are overblown, instead attributing it to excessive monetary growth. Hatfield also shares his top stock picks, including...

OpenAI launched ChatGPT-5 to the public Thursday evening, the latest model for the private company everyone's watching. However, as Jeff Pierce notes, it could also be bullish for Microsoft (MSFT). Prosper Trading Academy's Charles Moon gives investors a glimpse into an example options trade for the Mag 7 stock. ======== Schwab Network ======== Empowering every investor and trader, every m...