Schwab Network

Christian Lopez explains how Bitcoin and other cryptocurrencies are seeing a resurgence as institutional interest grows. He notes that firms like BlackRock, Vanguard, Fidelity, and Morgan Stanley are advising clients to allocate 2% to 5% of their portfolios to digital assets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

iOS 27 is the most important announcement Apple (AAPL) announced at its "Surprise and Shine" event, says David Nicholson of Futurum. He makes the case that the update will amplify Siri capabilities in ways investors are underpricing right now. David also weighs on whether using Alphabet's (GOOGL) technology is a plus for its AI strategy or serves as a hinderance to future development...

Horizon's Mike Dickson believes the market's focus remains on inflation data and the Fed's upcoming decisions, suggesting a September rate hike could stabilize long-term yield volatility. He also highlights broad-based earnings strength beyond AI, pointing to strong reports from Salesforce (CRM) and Intuit (INTU). ======== Schwab Network ======== Empowering every investor and trader, e...

Charles Schwab's Jim Ferraioli discusses how he sees September's seasonal trends impacting Bitcoin and other cryptocurrencies as equities take a back seat to start the month. However, he says a year-end rally is possible, pointing to ways spot Bitcoin ETPs indicate that bullish momentum is brewing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Charles Schwab's Kevin Horner analyzes the S&P 500's (SPX) critical support levels and the risks tied to a sustained break below 7600, then turns to ServiceNow (NOW) and Intel (INTC). He walks through each stock's chart and technical indicators, arguing both present compelling opportunities for bullish investors despite past struggles. ======== Schwab Network ======== Empowering ev...

Alex Berg details how the physical demands of AI—from data centers to cooling systems—are impacting the physical economy and creating opportunities in real assets. He explains how the Cohen & Steers Real Assets Active ETF (CSRA) is increasingly being used for outcome-oriented strategies like diversification and inflation protection. ======== Schwab Network ======== Empowering every investor an...

SpaceX (SPCX) had a volatile IPO launch, and there's still more Big Tech IPOs hitting public markets through OpenAI and Anthropic. Willy Lee says there's enough AI demand to go around, the winner will just come down to who can use the evolving technology more efficiently. John Jannarone adds that hyperscaler CapEx backs a strong roadmap for future profitability, leading him to be "mor...

Apple's (AAPL) iPhone Duo is the biggest innovation the Mag 7 giant unveiled during its "Surprise and Shine" event, says Jeremy Roberts. The device is about as large as an iPad Mini and uses all of the features Apple is known for. Jeremy explains what makes the announcement significant for Apple as it seeks to make its mark on the foldable phones market rife with existing competitors...

Braze (BRZE) CEO Bill Magnuson details the company's pivotal role in customer engagement for B2C brands, particularly within sports streaming and fantasy sports. He highlights 26% year-over-year revenue growth and record free cash flow, and explains how AI tools like Agent Console and AI Operator are reshaping personalized customer experiences. ======== Schwab Network ======== Empowering every inv...

Daniel Geltrude explains that Chewy Inc. (CHWY) reported strong earnings with consistent growth and a 30% increase in net income, yet the market reacted negatively. He argues that investor expectations, fueled by AI news, led to an unwarranted sell-off despite the company's stable revenue stream and expansion into veterinary services. ======== Schwab Network ======== Empowering every investor and...

LikeFolio's Megan Brantley says Netflix (NFLX) has seen a slowdown in growth. Her firm's consumer data shows a downtick in consumer demand compared to companies like Warner Bros. Discovery (WBD) and Walt Disney (DIS). While there is a decline in Netflix interest, Megan points out an interesting dynamic with the stock price, which fell significantly more on a percentage basis than LikeFolio...

Tesla (TSLA) is currently offering limited Cybercab access in Austin, Texas, though there's lingering questions on safety and profitability of the pedal-less and wheelless vehicle. CFRA's Garrett Nelson talks about Tesla's self-certification process which began a federal investigation, setting the ground for an unclear road ahead. It's a key reason he remains skeptical of the speed...

Cory Johnson draws a line from increasing component costs at Taiwan Semiconductor (TSM) to Apple's (AAPL) expected $2,000-plus price point for its new foldable phone. He also links Apple's historical financial struggles to current tech giants' emphasis on high-profit margins and substantial cash reserves now fueling massive AI investments. ======== Schwab Network ======== Empowering ev...

Don Kaufman calls the U.S. Treasury's $6 billion bond buyback plan "nominal" to investors seeking relief as the inflation picture gets wider by the day. However, he sees bearish opportunities in Wednesday's Big 3 by outlining example options trades in Ross Stores (ROST), Merck (MRK), and Apple (AAPL). Rick Ducat backs Don's analysis by taking investors through key levels to w...

The U.S. Treasury announced it will buy back $6 billion in longer-dated debt effective Thursday, a headline that spiked the 10-year Treasury yield to highs not seen since the end of 2023. Eddie Ghabour reacts to the breaking news and explains why the buyback won't be enough to curb long-term headwinds facing the stock market. One of the biggest headwinds: crude oil, which passed $96 on Wednesd...

Casey's (CASY) shares sunk toward 52-week lows after reporting an earnings beat. The issue? Marley Kayden points to a decline in same-store sales as the biggest point of concern. She outlines headwinds the company will battle as heightened inflation pins more pressures on U.S. consumers. Prosper Trading Academy's Scott Bauer turns to an example options trade for Casey's stock. ========...

The 7,600 level in the S&P 500 (SPX) is catching Nathan Peterson's attention Wednesday in gauging the current health of the stock market. Breadth is another point of concern as he sees investors overlooking rising crude oil and Treasury yields for an evolving AI buildout. Jim Ferraioli discusses seasonality of the crypto space to equities and the typical weakness both see in September. How...

Ironsides Macroeconomics' Barry Knapp discusses the Fed's policy tightening playbook and its historical impact on equity and bond markets, noting how quantitative tightening combined with rate hikes led to significant corrections in 2018 and 2022. He cautions against further rate hikes, predicting a potential policy mistake that could hinder economic broadening and disproportionately affec...

Rockland Trust's Doug Butler suggests Apple (AAPL) may not see a significant stock boost from its latest product unveiling, noting the company's struggles in AI and potential iPhone pricing and sales challenges. As a result, Rockland Trust remains underweight on Apple relative to the S&P 500 (SPX). ======== Schwab Network ======== Empowering every investor and trader, every market day....

George Tsilis breaks down the biggest earnings movers kicking off Wednesday's trading day, including Chewy (CHWY), which sold off when revenue missed Wall Street estimates. Shares in Casey's (CASY) fell even steeper even though it beat on earnings. Signet Jewelers (SIG) surged after it raised guidance for 2027. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Christopher Davis balances near-term concerns over surging oil and diesel prices with long-term optimism for artificial intelligence. He identifies Morningstar (MORN) and Marzetti (MZTI) as compelling investment opportunities and weighs the potential for Fed rate hikes amid rising inflationary pressures. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

"Escalation is the word of the day" after the U.S. hit five Iranian oil tankers near the Strait of Hormuz. Kevin Hincks points to crude oil's steady rise near $96 Wednesday morning as the key metric to watch, a level not seen since early June. This, as U.S. Treasury secretary Scott Bessent readies a tentative buyback announcement for some bonds. Kevin also touches on Apple (AAPL) and...

Tariff tantrums and general weakness in the clothing retailer space have constricted shares in American Eagle Outfitters (AEO) throughout most of 2026. Rick Ducat highlights the key support and resistance levels to watch in the stock chart, including what he calls the "ultimate line in the sand" for support that will signal further downside action if broken. He also dresses up an example...

Yotam Segev, CEO of Cyera, explains where he sees his company in a booming cybersecurity industry hinging on AI's evolution. He discusses how Meta Platforms (META) launching Muse AI demonstrates the differences between using the technology on a consumer level versus an enterprise scale. Yotam turns to whether or not he believes there needs to be more guardrails in the cybersecurity space. ====...

A subdued VIX and a still-strong call-buying mentality in options suggest that seasonal September weakness won't come as much into play this year, says Cameron Dawson. Even if there is a notable pullback, Cameron sees it as a buying opportunity. She points to earnings growth curbing S&P 500 (SPX) valuations as a key signal that the stock market remains resilient even as crude oil and Treas...