Schwab Network

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...

Rachel Dashiell of Charles Schwab says shares of Dell Technologies (DELL) will likely "come back and kiss support" after a sharp post-earnings rally. She takes investors through the 20-day and one-year stock charts in Dell to show why bears have a chance to claw into recent momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Crude oil hit $95 for the first time in three months as overnight strikes on Iranian oil tankers from U.S. forces demonstrates longevity in the U.S.-Iran war. Kevin Green details what he believes will happen with oil prices and tells investors to brace for further volatility. He turns to equities by discussing Meta Platforms (META) and its new Muse personal AI agent, the announcement of which igni...

Qualcomm (QCOM) surged after inking a new deal with Amazon (AMZN) — as did Corning (GLW) when it reached a new partnership with Verizon (VZ). Novartis (NVS) shares sold off when its phase 3 trial results of a key drug showed no significant results. Marley Kayden has more on the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

HSBC raised its target for the S&P 500 (SPX), though stocks face a challenging macro environment seen during Labor Day weekend and all-time high national average gas prices. Marley Kayden takes investors through her top takeaways for Tuesday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader, every market day....

Anthony Pompliano, founder and CEO of Professional Capital Management, sits down with Sam Vadas to discuss the biggest topics he believes investors need to watch in the coming months and years. He weighs if U.S. earnings growth is enough to push back rising debt and offers his take on what can cause the next market crisis. Anthony turns to the crypto space through Bitcoin's recent rally and ga...

"$90 a barrel is tolerable for the global economy," says Stewart Glickman when referring to crude oil prices, though he believes consistency above $100 will create substantial pressure. He adds that even current prices aren't sustainable long-term. Stewart points to attacks on Saudi oil infrastructure as a significant headwinds to restoring previous trading volume through the Strait...

Convexitas's Zed Francis analyzes the unusual divergence between historically low index volatility and elevated single-stock volatility, particularly in the semiconductor sector. He warns of a "coiled spring" effect in index volatility and cautions that private credit markets could be the trigger for the next volatility shock. ======== Schwab Network ======== Empowering every investo...

Ray Salmond says "we're back to square one" with the Bitcoin debasement trade. He discusses why certain "narratives" on the cryptocurrency push prices higher while others drag it down — and how the Crypto Act has contributed to both sides of that story. For Bitcoin to stay above $80,000, Ray believes it needs sustained ETF inflows to restore sustained confidence in the cryp...

Polen Capital's Drew Cupps discusses PCSG, the firm's small-to-mid-cap growth ETF, which combines fundamental, technical, and thematic disciplines. He highlights the enduring power of AI and electrification themes, noting that small and mid-cap companies are crucial enablers for larger tech names like Microsoft (MSFT) and Nvidia (NVDA). ======== Schwab Network ======== Empowering every inv...

Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap...

Adobe (ADBE) remains in the spotlight of AI disruption discussions. Stephen Sopko says Thursday's earnings report will set the bar for forward expectations, pointing to how Adobe's product suite can capitalize on cloud growth and existing customers. He believes the software company's products are great but growth will come down in explaining how it can justify prices. ======== Schwab N...

LikeFolio's Megan Brantley discusses Casey's General Stores' (CASY) expansion plans, including new stores and menu items like wings, and their potential impact on margins. Diane King Hall and Kevin Hincks note that strong demand and consumer loyalty signal a bullish case, though a high valuation following a recent pullback tempers expectations. ======== Schwab Network ======== Empoweri...

Lisa Martin helps investors explain why GameStop (GME) had its best second quarter, per its preliminary earnings, on record despite concerns of slowing growth. Her big question for GameStop: what is the company becoming? As collectables revenue increases, Lisa says she "can't rule out" the possibility that the company will buy out eBay Inc. (EBAY). She then discusses how CEO Ryan Coh...

Carson Group's Ryan Detrick suggests that despite the Fed's hawkish tone, the Fed is still running "hot"—a dynamic that ultimately supports continued market growth. He points to a strengthening labor market, robust earnings, and rising AI spending as evidence the bull market is alive and well. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Ivan Feinseth believes Nvidia (NVDA) purchasing Hugging Face for just under $13 billion is something that accelerates the Mag 7 giant's software momentum. He says Hugging Face will add efficiency and expand the runway for future prospects. Megan Villanueva agrees that the deal will ramp AI efficiency but warns that there needs to be a greater emphasis on security. The amount of resources to po...

The Charles Schwab August 2026 STAX saw a dip from July's 4-year high, though as Joe Mazzola explains, investing trends signal more of a rotation as opposed to outright selling. Higher call-buying activity in certain stocks and the QQQ gives Joe confidence in tech's forward momentum. The energy, industrials, and utilities sectors all saw increases in buying activity as well. Joe notes Spac...

Stocks tied to the AI infrastructure buildout take Charles Moon's attention on Tuesday's Big 3. He thinks Qualcomm (QCOM) will establish a new stock floor thanks to a new deal with Amazon (AMZN), likes SK Hynix (SKHY) above its IPO price, and calls KLA Corp. (KLAC) an "underrated" name. Charles offers example options trades for his picks while Rick Ducat takes investors through h...

Jason England of Simplify believes the Fed's hawkish tone at Jackson Hole and the latest jobs report have put a September rate hike back on the table. He warns that if the Fed hikes, it will likely be the start of a hiking cycle rather than a one-and-done scenario, and favors front-end to intermediate duration in the current environment. ======== Schwab Network ======== Empowering every invest...

Katherine Black explains how Casey's General Stores (CASY) is positioned for continued growth despite elevated gas prices, thanks to robust prepared food offerings and a loyalty program that links fuel rewards. Tom White explores a neutral to bullish short put vertical options strategy, noting the stock's recent pullback and elevated implied volatility. ======== Schwab Network ======== Emp...