Schwab Network

Ahead of Target's (TGT) earnings Wednesday morning, Ben Watson of Charles Schwab points to the area bulls need to reach to solidify a post-earnings run if one happens. He then compares the short-term price action to the one-year chart to see how Target can build on its recovery story. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Watch the sharp sell-off in AI memory stocks and the rise in yields, says Kevin Green. He explains how the dichotomy between the two lead to a rocky standing in equities, adding pressure ahead of Nvidia's (NVDA) earnings. KG then tackles the commodity front in crude oil and what to watch in the marginal move higher. As for stock stories, he touches on Blackstone's new Alphabet (GOOGL) part...

NextEra Energy (NEE) is buying Dominion (D) for $67 billion. Regeneron Pharmaceuticals (REGN) closed as the S&P 500's (SPX) biggest laggard. Meta Platforms (META) will reportedly begin mass layoffs this week. Marley Kayden takes a closer look into what's driving the top stock movers of Monday's session. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Marley Kayden and Sam Vadas turn beyond stock movers and look to crypto and global headlines. They talk about how Bitcoin's weakness is significant to start the trading week, along with the repricing of global rates as crude oil prices retake control of market momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Taresh Batra, CIO of Range, says record stock dispersion is masking weakness beneath the S&P 500 (SPX) highs. He highlights pressure on high-growth software as AI lowers barriers and compresses valuations. Batra adds that defensives like the XLP ETF are holding up as investors seek stability. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Al Lord says housing affordability is pushing more Americans toward renting, with demand set to drive rent growth through 2027. He highlights supply constraints, migration trends, and stronger recovery in the Southeast. Lord adds that suburban markets are gaining traction as costs rise in urban centers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Henry Chin says U.S. commercial real estate is shifting toward a recovery driven by rental growth, not cap rate compression. He highlights strength in retail and industrial, with CBRE Group Inc. (CBRE) seeing demand fueled by migration and onshoring trends. Chin adds that higher rates persist, but fundamentals and population shifts will drive returns. ======== Schwab Network ======== Empowering ev...

Kevin Horner reviews today's markets focusing on the S&P 500 (SPX) as traders juggle the recent pullback. He highlights Tyson Foods (TSN) as a 2026 winner after a 13% breakout. Kevin eyes GitLab (GTLB) after shares broke its downtrend following recent software sector strength. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

John Deal discusses rising pressure in China's economy while noting potential opportunities for U.S. businesses despite slowing growth expectations. He and Matt Maley break down last week's U.S.-China summit. They also explain that tech stocks have pulled back since the meeting. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Christopher Davis breaks down the industrial semiconductor space, noting Analog Devices (ADI) as essential to modern digital infrastructure despite near-term challenges. He highlights strong data-driven growth at Texas Instruments (TXN) and the continued AI trade momentum. However, Christopher warns that geopolitical tensions and physical supply constraints could weigh on high flying tech names. =...

Jay Hatfield says the S&P 500 (SPX) is under pressure mainly because heavyweight stocks are dragging the market lower, even as more stocks rise than fall. He points out concerns surrounding Nvidia (NVDA) ahead of earnings, with investors bracing for major headline-driven moves. Jay also talks about strength in energy, financials, and staples, while touching on policy concerns surrounding the T...

Dr. Forbes Riley, author of "Pitch Secrets A to Z," walks investors through the world of pitching and lessons aspiring business owners can learn in a culture she sees craving more "humanity." She explains how CEOs can gather value for their businesses through building credibility by "keeping up with the times." ======== Schwab Network ======== Empowering every investo...

On our first episode of Market Matters, Andrew Chanin, co-founder and CEO of ProcureAM and the portfolio manager of the UFO ETF, breaks down the growing excitement around the space economy. He discusses what a potential SpaceX IPO means for the larger market, investable areas of the space economy, and what’s at stake in the modern space race between the U.S. and China. Andrew also touches on the p...

LikeFolio's Andy Swan breaks down the tough setup for Home Depot (HD) amid a weak housing market and slowing contractor demand. He highlights stronger relative positioning for Lowe’s (LOW) as DIY trends hold up. He says expectations for HD may be low enough for a potential bounce, but risks remain tied to rates and consumer spending. ======== Schwab Network ======== Empowering every investor a...

Ted Thatcher and Brendan Cavanaugh argue Baidu (BIDU) is deeply undervalued, with cash levels nearly matching its market cap. They highlight accelerating AI revenue and growth in Apollo Go, despite China macro and geopolitical pressures. The pair says Baidu’s AI push and capital flexibility could mark a turning point for the stock. ======== Schwab Network ======== Empowering every investor and tra...

Prosper Trading Academy's Scott Bauer breaks down today's Big 3 by examining Circle's (CRCL) golden cross, TJX Companies (TJX) heading into earnings this week, and Palo Alto Networks' (PANW) sharp rally. Scott offers example options trades for his picks while Rick Ducat walks us through the key support and resistance levels in each stock chart. ======== Schwab Network ======== Empo...

Kyle Reidhead discusses the coming wave of AI IPOs from companies like OpenAI, Anthropic, and SpaceX. He also highlights the growing push toward tokenized assets as institutional interest expands beyond Bitcoin. Reed says focus is shifting to real-world applications built on platforms like Ethereum and Solana. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Chris Ward warns that tech leadership is colliding with rising inflation and rate pressures, with Nvidia (NVDA) facing high-stakes earnings expectations. He talks about hedging with energy exposure through the XLE ETF. Ward also highlights floating-rate strategies like Eaton Vance Senior Floating-Rate Trust (EFR) and SPDR Blackstone Senior Loan ETF (SRLN) as yields climb. ======== Schwab Network =...

Marley Kayden breaks down Baidu's (BIDU) better-than-expected earnings, highlighting strong AI cloud growth and accelerating AI services despite a slight revenue decline. Prosper Trading Academy's Charles Moon walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Two major tailwinds to the market have been a disinflationary trend and an interest rate cutting cycle, says Tony Welch. He says both are turning into new headwinds. Tony doesn't see a bear market in the cards but expects a ramp in volatility, as he offers advice for investors concerned for their portfolios. One suggestion he shares: look for companies becoming the new "AI users" as...

A global bond sell-off will lead to headwinds for international stocks, says Charles Schwab's Michelle Gibley. She explains how the U.S.-Iran War and the resulting inflation woes continue to serve as the key headwind to growth. Michelle later analyzes economic data out of China and the weaknesses it shows through the region. ======== Schwab Network ======== Empowering every investor and trader...

Michael Shaoul warns that interest rate cuts are off the table as reflation risks build alongside $100 oil and rising input costs. He says bond markets are signaling stress, with the 30-year yield climbing as fiscal policy clashes with investor tolerance. Shaoul argues the Fed may need to act more aggressively to avoid a disorderly move in fixed income. ======== Schwab Network ======== Empowering...

Justin Bergner says AI-driven earnings gains are masking weak free cash flow as volumes thin. He highlights opportunities in Alphabet (GOOGL) and Amazon (AMZN), which are competing with traditional defensives. Bergner also sees upside in Merck (MRK) and Belden (BDC) despite near-term concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Kevin Green breaks down mixed market action Monday morning, fading momentum in the memory trade, and the latest NAHB housing market index data. He also discusses key takeaways from the U.S.-China summit, including China's planned $17B agricultural purchases, plus what to watch this week with Nvidia (NVDA) earnings Wednesday and Walmart (WMT) reporting Thursday. ======== Schwab Network ========...

Diane King Hall breaks down this morning's biggest market movers to kick off the new trading week. She says BofA reiterates a buy on ServiceNow (NOW) but turns cautious on Salesforce (CRM). Morgan Stanley upgrades Lam Research (LRCX) as chip cycle optimism grows, while Berkshire Hathaway (BRK/B) builds up its stake in Alphabet (GOOGL) 13-F shake-up. ======== Schwab Network ======== Empowering...