Schwab Network

Charles Schwab's own Ben Watson breaks down the key S&P 500 (SPX) technicals investors are watching. On stock movers, he highlights Colgate-Palmolive's (CL) steady dividends and Nucor (NUE) as a tentative beneficiary from the AI buildout. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

Ethan Powell of Brookmont Capital Management highlights catastrophe bonds as an uncorrelated income strategy tied to natural disaster risk. He says his fund's Catastrophe Bond ETF (ILS) offers strong yield with limited exposure to traditional market volatility. Ethan adds that global diversification helps provide resilient returns regardless of macro conditions. ======== Schwab Network =======...

Shaon Baqui says Nvidia (NVDA) faces a key test as competitors like Amazon (AMZN) and Alphabet (GOOGL) push custom silicon. He highlights strong demand, a growing product roadmap, and Nvidia’s CUDA moat as key advantages. He adds that supply constraints and cost efficiency will shape the next phase of competition. ======== Schwab Network ======== Empowering every investor and trader, every market...

Tony Zipparo and Ian Tien break down why markets are pushing higher, what Nvidia's (NVDA) earnings could signal next, and the biggest takeaways from Google I/O this week. They discuss why they believes Alphabet's (GOOGL) AI acceleration, Gemini's rapid rollout, and cloud growth position the company as an AI winner. ======== Schwab Network ======== Empowering every investor and trader,...

Travis Maderia, CEO of Lobsterboys, says rising energy costs are pressuring the food supply chain, despite temporary relief from strong supply. He highlights growing strain on independent producers as distributors like Sysco (SYY), United Natural Foods (UNFI), and Performance Food Group (PFGC) dominate. Maderia adds that logistics, storage, and thin margins are key risks in today’s inflation envir...

LikeFolio's Megan Brantley says Walmart (WMT) continues to gain share across income groups, driven by strong e-commerce and delivery growth. She notes the company is outperforming peers like Target (TGT) and TJX Companies (TJX). Brantley warns that elevated valuation leaves little room for error heading into earnings. ======== Schwab Network ======== Empowering every investor and trader, every...

Andy Wang and Burt Flickinger break down Target (TGT) earnings, highlighting strong digital growth and improving traffic. They say the turnaround is gaining traction despite initial market skepticism. The pair point to long-term upside as TGT invests in distribution and competes with Walmart (WMT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Dave Nicholson discusses how Alphabet's (GOOGL) Gemini AI is becoming the foundation of its ecosystem and reshaping the future of search and online shopping. He also explains why Apple (AAPL) could emerge as Google's biggest consumer competitor after its June conference, while Microsoft (MSFT) remains a major threat on enterprise side of AI. ======== Schwab Network ======== Empowering ever...

TheoTrade's Don Kaufman breaks down today's Big 3. He includes a bullish call spread on Nike (NKE), a bearish outlook on CVS Health (CVS), and explains why he sees Cisco (CSCO) as a steal at current prices. Don offers example options trades for his picks while Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and...

Nvidia (NVDA) is expected to move markets after the close following a surge in the stock so far this year. Andrew Arons makes the argument the Mag 7 company is still cheap on a forward basis. He outlines key metrics to watch in earnings that he sees solidifying the bull thesis. Andrew names IBM Corp. (IBM) as a value stock with strong connections to AI and quantum computing. ======== Schwab Networ...

Tani Fukui says retail strength is masking real demand weakness once adjusted for inflation. She highlights pressure on lower-income consumers and rising costs tied to AI-related construction. Fukui adds the labor market remains supported for now, but risks are building. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Charles Schwab's Jim Ferraioli believes crypto needs a fundamental catalyst for Bitcoin to break through heavy resistance forming around $82,000. The biggest stepping stone for cryptocurrencies will be the passage of the Clarity Act, according to Jim. He outlines the path he sees for crypto's rebound and why the cost for Bitcoin mining remains another key headwind. ======== Schwab Network...

The S&P 500 (SPX) is testing a key area of resistance established over recent weeks, says Kevin Green. Nvidia's (NVDA) earnings will be the catalyst that makes or breaks the trend. KG walks investors through the technical levels to watch into and after Nvidia's report. He highlights crude oil's move toward a key apex in price action as a stalemate on peace talks continues between t...

Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job productivity. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Ahead of Nvidia's (NVDA) earnings after the close, Diane King Hall breaks down Wednesday morning's biggest market movers. She highlights Cava's (CAVA) strong traffic growth, Lowe's (LOW) earnings beat and resilient home services demand, and Toll Brothers' (TOL) continued strength in luxury home building. ======== Schwab Network ======== Empowering every investor and trader, eve...

Bob Lang says market momentum is at a crossroads as the S&P 500 (SPX) and Nasdaq-100 (NDX) experience light volume. He highlights strong earnings support but growing caution among investors. Bob flags Nvidia (NVDA) earnings as a key test, with heavy options activity signaling big expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV) and Nebius (NBIS), to other chipmakers like Broadcom (AVGO) and Marvell (MRVL). Also on Kevin's radar: yields and the steady climb they've experienced on rising inflation expectation...

Nvidia (NVDA) has rallied over 60% year-over-year, but as Rick Ducat points out, Nvidia's outperformance is underperformance compared to some of its chipmaking peers. He walks investors through the technical set-up he sees for shares ahead of the Mag 7 giant's earnings after the close Wednesday. Rick then turns to an example options trade for Nvidia. ======== Schwab Network ======== Empowe...

Malibu Boats (MBUU) CEO Steve Menetto talks about the company's latest earnings and the direction he wants to the company to sail toward. He also talks about the difficulties his company overcame regarding inventory and ways Malibu Boats cruised through other headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

After the tech-led parabolic rally, Thomas Hayes now expects a "sell the news" situation in markets on a resolution surrounding the Strait of Hormuz reopening. He also attributes the record call-buying options activity to the meme stock craze of 2021, urging caution in staggering optimism. Thomas adds that the Mag 7 stands with record market cap but near-zero cash flow. ======== Schwab N...

Urban Outfitters (URBN) reports earnings after the close Wednesday. Rachel Dashiell of Charles Schwab points out a downtrend the shares are currently experiencing, and a long-term consolidation when comparing the move to a three-year chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

All attention turns to Nvidia (NVDA) as the stock market leader readies to report earnings after the closing bell Wednesday. Kevin Green talks about the "interesting" scenario he sees into the report, pointing out a "breather" in the S&P 500 (SPX). On the earnings front, KG talks about Analog Devices (ADI) and Lowe's (LOW) to outline moves in the greater AI and retail t...

Home Depot (HD) closed higher after an earnings beat, while Alphabet (GOOGL) unveiled major AI updates at Google I/O 2026. Additionally, Keysight Technologies (KEYS) surged after strong earnings, 30% revenue growth, and bullish guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trad...

Marley Kayden highlights rising yields and growing pressure on U.S. alcohol consumption. New data shows overall beverage demand declined last year, with wine down 6% and spirits down 4%. ======== 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.co...

Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concerns, especially in Asia, as input costs rise. Ziemba adds that supply strain and second-order effects could pressure global growth and data center investment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...