Schwab Network

Ed O'Gorman says Nvidia's (NVDA) stock movement after earnings should be expected. He suggests the company needs massive guidance raises and excellent news flow for a substantial rally to take shape. Tyler Ellegard says the Mag 7 giant is "priced for perfection" but "continues to deliver perfection." He adds that Nvidia is evolving itself into a full stack AI company. E...

Jason Brown isn't surprised to see a pullback Thursday after stocks ran up hot into Nvidia's (NVDA) earnings. He turns to Goldman Sachs (GS), Teradyne (TER), and Dollar Tree (DLTR) for today's Big 3 and offers reasons for a bull case in each. Jason offers example options trades for his picks while Rick Ducat backs Jason's analysis by highlighting key support and resistance areas in...

Buzz Solutions CEO, Kaitlyn Albertoli, breaks down how AI's rapid growth is creating a massive energy demand and putting pressure on utilities and regulators. She also explains why data centers are becoming the bottleneck of energy demand, how technology will play a key role in adapting the grid for the future, and the next phase of the AI buildout. Buzz Solutions CEO, Kaitlyn Albertoli, break...

Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields reached 16-month highs. He explains the risks of a "mini stagflation" environment and why investors should focus on the long-term cycle. Jay also points to housing as a bright spot while yields continue to surge. Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields...

There's a lot of questions surrounding what a Kevin Warsh-led Fed will ultimately turn into. @CharlesSchwab's Cooper Howard talks about how a challenging macroeconomic environment dominated by inflation discussions add to uncertainty surrounding the outlook. On treasury yields, Cooper walks investors through the expectations he believes inflation will have in the space. There's a lot o...

Jenny Horne talks about Nvidia's (NVDA) beat on earnings as data center revenues continue to soar. She says Nvidia announced a $80 billion additional share buyback while stating it's not assuming any revenue from China in its outlook. Jenny notes one of the most impressive takeaway's was Nvidia's margins maintaining great strength in the face of global uncertainty. Joe Tigay walks...

Nvidia's (NVDA) muted movement in shares following earnings is something Kevin Green considers a good thing given the stock's past performance after earnings. He sees it as a healthy sign of stabilization. On the latest economic data, KG highlights a better-than-expected manufacturing index in the PMI composite flash but a services number that did not outperform. He later highlights crude oil's re...

Kevin Nicholson breaks down the federal reserve outlook and explains why rising inflation is putting upward pressure on interest rates and Treasury yields. He warns that if global conflict continues to expand, the 10-year treasury yield could climb to 5%. Kevin also explains why the recent surge in yields is being driven by inflation concerns and says "If the war continues to drag on that will con...

Danielle Dimartino Booth breaks down the growing labor market fallout and why incoming pressure could make life more difficult for Kevin Warsh at the Fed. She explains why Warsh may rely more on alternative data and industry insight as concerns grow around the U.S. economy and labor mandate. Danielle also names a few likely allies for Warsh. Danielle Dimartino Booth breaks down the growing labor m...

David Dietze talks about his expectations for the U.S.-Iran War and weighs uncertainty against the recent bull run led by the AI trade. He also turns to Nvidia (NVDA) following its earnings and guidance beat, outlining what the numbers mean for the greater tech sector. David then explains why he picks Accenture (ACN), Albertsons (ACI), and Fiserv (FISV).David Dietze talks about his expectations fo...

After markets opened lower after Nvidia's (NVDA) earnings, Diane King Hall breaks down this morning's biggest moving stocks. She highlights E.L.F. Beauty (ELF) higher after earnings beat, Intuit (INTU) coming in higher than anticipated but falling after earnings and announcing layoffs. And Deere & Co (DE) with revenue coming in higher than expected but facing troubles with global agric...

SpaceX has officially filed for a Nasdaq IPO under the ticker SPCX. Jim Neesen says it adds to a healthy backdrop for IPOs that includes Cerebras (CBRS), Anthropic, and OpenAI. He takes a closer look into SpaceX's balance sheet and future prospects to engage retail investors once the IPO blasts off.

Nvidia (NVDA) didn't move much following its earnings but there's a lot to take away from the report, including near-double data center revenue. Kevin Hincks explains how the numbers, a dividend increase, and $80 billion share buyback add confidence to Nvidia's bull thesis. Kevin adds that it comes without any signs of revenue from China.

Workday (WDAY) shareholders have experienced a tough year, with the stock now more than 50% below its 52-week high. Rick Ducat highlights key support and resistance areas to watch in the stock chart to point out spots where bulls can regain momentum. He later turns to an example options trade for Workday.

Ben Fulton considers the rise in yields a serious issue that not many investors are assessing. It clashes with an AI trade's parabolic rally, which Ben expects to see a significant pullback in. He urges investors to brace for volatility as long as the Strait of Hormuz stays closed.

Keep a close eye on the first couple hours of trading after the opening bell, says Kevin Green. He believes the stock market's reaction to Nvidia's (NVDA) earnings in that time will determine the direction of trading for the remainder of the day. KG also offers more insight into Nvidia's earnings and the metrics pointing to a strengthening AI race, including data center revenue that ne...

Deckers (DECK) shares have shown a lot of trading activity around $100, building what Charles Schwab's Scott Thompson considers an interesting scenario for bulls. He offers his technical insight to explain more on what to watch in the stock chart.

Charles Schwab's Adam Lynch offers the latest glimpse into key crypto headlines investors need to watch. The biggest of which: the SEC planning for trading crypto versions of stocks. It comes as JPMorgan says altcoins need a network boom to catch up to Bitcoin. Adam then turns to the price action of Bitcoin to explain why $80,000 is a crucial level for bulls to maintain. ======== Schwab Networ...

Nvidia (NVDA) crushed earnings with record AI driven growth, OpenAI is reportedly preparing for massive IPO, and SpaceX just filed for what could become the biggest IPO in history. ======== 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/us/a...

Marley Kayden talks about crude oil prices dropping back below $100 while Sam Vadas touches on Samsung's union announcement holding off on their worker's strike, where they demanded better compensation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...

Jan Rogers Kniffen says Walmart (WMT) continues to outperform with strong execution across stores and e-commerce. He highlights growth in higher-margin areas and expanding appeal to higher-income shoppers. He notes competition with Amazon (AMZN) remains intense as Target (TGT) works to stabilize. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company's guidance for the current quarter also came in 5% higher above Wall Street estimates at the midpoint. Marley Kayden, Sam Vadas, and George Tsilis take investors through Nvidia's gargantuan numbers in the report and explain why the "narra...

Josh Schafer breaks down Nvidia's (NVDA) earnings beat, rising AI chip demand, and whether hyperscalers can finally challenge Nvidia's dominance. He explains what Nvidia's dividend increase and massive market cap mean for future stock moves. Josh also questions if growing demand is actually making the AI chip market tougher for Nvidia. ======== Schwab Network ======== Empowering every...

Steve Bruce says markets are balancing strong AI-driven momentum with stubborn inflation and weak consumer confidence. He highlights value in small caps, emerging markets, and commodities as potential hedges. Bruce adds that Nvidia (NVDA) remains a key test for the broader rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Sam Radwan says China is projecting strength globally while balancing weak consumer sentiment at home. He highlights rising valuations in China’s tech sector and risks of a correction. Radwan also notes a shift toward domestic AI infrastructure as reliance on U.S. chips declines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...