Schwab Network

Tim Bohen (@Stockstotrade) believes the stock market remains resilient despite all of the volatility surrounding global trade. His bull thesis revolves around the AI evolution and highlights stocks he sees aiding growth in the sector. Tim explains why he sees long-term potential in Bloom Energy (BE), Applied Digital (APLD), and Apple (AAPL). Rick Ducat backs Tim's analysis by highlighting key...

@TheTechnicalTraders's Chris Vermeulen talks about SpaceX's incoming IPO and ways it re-energizes investors. He also talks about expectations for the market with stocks near all-time highs, noting that it's important to keep an eye on slower moving trends. Chris remains a bull on the silver and gold trade, making the argument discussions on metals have gone quiet after traders that pil...

Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big standout. He says guidance leans conservative but stable, offering room for shares to rally. Alex also highlights how Workday is navigating the AI evolution. Alex Coffey walks us through Workday's (WDAY) earnings, pointing to the software company's margins as the big stando...

David Woo explains why stocks keep moving higher and his bear case for AI despite the recent rally. He argues AI models may already be hitting limits. David discusses Anthropic's "Mythos" model and why only 50 users have access due to cybersecurity risks. On greater market movers, he talks about what he believes is really driving earnings growth, and why stock and bond markets see th...

Consumer sentiment continues to slide, as Kevin Green points to metrics suggesting Americans are more concerned about their wallets getting pinched by inflation. He turns to the biggest factor driving those concerns: the Strait of Hormuz. KG touches on the disconnect between headlines suggesting peace talks are occurring from a lack of traction in Iran. With Kevin Warsh being sworn in as Fed Chair...

James Demmert tells investors to look at earnings growth and predicts by 2030, the Dow Jones Industrial Average ($DJI) will double. He also sees the S&P 500 (SPX) tapping 8,100 by the end of 2026. James then covers Nvidia's (NVDA) earnings, arguing the company cut out doubts on the AI trade slowing down. James also likes Apple (AAPL) in the Mag 7, saying, "Apple has been somewhat igno...

Ahead of a long holiday weekend, Diane King Hall highlights key earnings moving the stock market Friday morning. Ross Stores (ROST) shows consumers still have their eye on value, Deckers (DECK) stepped up with a beat, and Take-Two Interactive (TTWO) reiterated the release date of Grand Theft Auto VI. Ahead of a long holiday weekend, Diane King Hall highlights key earnings moving the stock market F...

Elena Khoziaeva, Co-CIO & Portfolio Manager of Bridgeway, breaks down the outlook for small cap and microcap stocks. When it comes to microcaps, she says lower rates, long-term investing, and balanced risk strategies could create bigger opportunities ahead. Elena also touches on how the Warsh-led Fed will impact small caps. Elena Khoziaeva, Co-CIO & Portfolio Manager of Bridgeway, breaks d...

Kevin Warsh will set a new tone for how the Fed will tackle interest rates moving forward, says Kevin Hincks. He believes the new Fed Chair will be instrumental to a "new chapter" at the FOMC. Turning to commodities, Kevin expects crude oil futures to drop significantly once the Strait of Hormuz opens, making the argument that "the world is lush with crude oil." Kevin Warsh wil...

Zscaler (ZS) reports earnings on Tuesday as shares experience a short-term rebound from 52-week lows. Rick Ducat highlights key support and resistance areas to watch in the chart as bulls and bears battle for control of the stock. He also offers an example options trade for the cybersecurity company. Zscaler (ZS) reports earnings on Tuesday as shares experience a short-term rebound from 52-week lo...

Sean Gorman talks about the biggest headlines for investors to walk away with from Google's I/O 2026 event. He sees the Gemini developments as a positive for the Mag 7 giant's growth as Alphabet (GOOGL) and others look for ways to stay ahead of Anthropic's Claude and OpenAI's ChatGPT. Sean notes other AI-tied tech with Google's smart glasses and ways Alphabet can link itself to...

Christopher Della Fave believes markets are taking a wait and see approach when it comes to the Fed and interest rates. He sees the bond market as the key indicator to the direction the FOMC will take. Christopher adds that there needs to be a "distinct division" between the Fed and Washington with an emphasis on independence. Christopher Della Fave believes markets are taking a wait and...

Keep your head on a swivel when it comes to headlines between the U.S. and Iran into the holiday weekend, says Kevin Green. Unofficial reports suggest peace talks may be strengthening but KG warns markets can reverse on headlines stating the opposite. He turns to the earnings front in software stocks like Workday (WDAY) and Zoom Communications (ZM) as both stocks climb higher. Deckers (DECK) also...

"A lot of chop with no real trend" is Rachel Dashiell's reason behind Abercrombie & Fitch's (ANF) stark move lower following a surge in shares months prior. She highlights key support and resistance areas to watch and points out spots bulls can regain traction. "A lot of chop with no real trend" is Rachel Dashiell's reason behind Abercrombie & Fitch's (A...

Marley Kayden talks about gas prices spiking by 43% from prices last year ahead of memorial day while millions of Americans are still headed to hit the roads. She also talks about a big move made in QMCO. Marley Kayden talks about gas prices spiking by 43% from prices last year ahead of memorial day while millions of Americans are still headed to hit the roads. She also talks about a big move made...

Scott Lander explains why AI is now driving markets more than oil, from the top-line growth to bottom-line profits. He also analyzes the market fallout from the Iran war, whether more damage could still come, and they key bond market trend investors should watch next. Scott Lander explains why AI is now driving markets more than oil, from the top-line growth to bottom-line profits. He also analyze...

Walmart (WMT) shares sold off after posting underwhelming guidance in Thursday's earnings. Arun Sundaram points out that the previous quarter was strong but warns continuing inflation pressures on American consumers will cut into Walmart's profits. The retail giant's valuations also ballooned, though Arun argues it's justified through growth in several of its high-margin business a...

Shay Boloor talks about Nvidia's (NVDA) earnings beat backed soaring data center revenue, and why AI platform expansion is still in the early innings. He explains why the market may not be fully rewarding the stock yet by highlighting the importance of networking performance. Shay covers potential risks facing Nvidia based in policy, though it doesn't detract from his bullish expectations...

Alicia Reese breaks down the state of the video game industry, focusing on earnings from Take-Two Interactive (TTWO) and how investors may reframe expectations around guidance and growth. She highlights the company's durable profit model and the long-term shift toward cloud gaming, where players can access games anywhere. Alicia also covers the outlook for video game stocks and key names to wa...

Charles Schwab's Adam Lynch offers a closer look into the latest cryptocurrency movers — or lack thereof — in the space. He says he needs to see long-term holders re-establish positions in Bitcoin and Ethereum for bulls to regain traction. Stablecoin supply growing to $300 billion, on top of expanding crypto use cases, lead Adam to believe that the bull case through institutional adoption stay...

When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks about how his firm's HALO ETF (LOHA) capitalizes on the trend. As for the memory trade, he talks about Roundhill's Memory ETF (DRAM) and the surge it has seen since inception earlier this year. When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks abou...

Bryan Gildenberg and Katherine Black discuss retail trends and what Walmart (WMT) earnings say about the consumer. The company absorbed some transportation costs and is seeing more apparel in its merchandise mix, Bryan notes. However, as Katherine points out, shoppers are hunting for value as gas prices pressure Americans at the pump. They also explain that higher-end consumers are finding ways to...

Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools. Ryan adds that we're currently experiencing an "inflationary growth" environment and ex...

Landon Swan of LikeFolio highlights Deckers (DECK) ahead of earnings after Thursday's closing bell. The big question he poses to investors: is everything already priced into the stock? Landon highlights strong consumer demand against the competitive landscape with companies like Nike (NKE).Landon Swan of LikeFolio highlights Deckers (DECK) ahead of earnings after Thursday's closing bell. T...

As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO). Joe sees some headwinds for the company when it comes to the balance sheet, though Kevin argues the company's robust growth makes up for it. Both offer their own example options trade for Broadcom. As investors digest Nvidia's (NVDA) earnings, @Charle...