Schwab Network

"Households are being a little more selective" in purchases, says Charles Schwab's Joe Mazzola when analyzing the latest retail sales data. It collides against what he calls a "narrow" stock market rally where tech takes charge. Collin Martin believes investors need to remove the "easing bias" from the Fed's previous interest rate expectations with inflation s...

Marley Kayden breaks down Cisco's (CSCO) earnings surge as the stock jumps on a strong networking revenue upbeat numbers. The company's sharpest rally since 2002 comes despite an announcement of job cuts. Joe Tiggay walks through an example options trade ion Cisco (CSCO). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

The market remains resilient, but Darius Dale warns a lagging Fed and sticky inflation could spark volatility. A potential policy shift may pressure crowded mega-cap tech and the AI trade. Cooling liquidity and supply risks add to the case for a more cautious near-term outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

The stock market's trend remains slightly bullish, though Kevin Green points out that not all of the key sectors are participating in Thursday's trading session. He believes markets are brushing off any economic data and geopolitical uncertainty, for now. Speaking of data, KG walks investors through the April retail sales and import and export prices to signal weaknesses and strengths in t...

The S&P 500 (SPX) is near record highs, but Patrick Kennedy warns momentum is narrowing and a pullback may be needed before new entries. He favors cybersecurity names like Palo Alto Networks (PANW) and CrowdStrike (CRWD), while also highlighting strength in biotech through the XBI ETF. Gold and infrastructure assets remain key long-term diversifiers. ======== Schwab Network ======== Empowering...

Earnings growth remains strong, but Jeremiah Riethmiller warns inflation pressure is weighing on consumers. He favors mid-cap growth and real estate over stretched mega-cap tech, while shifting fixed income toward asset-backed securities. Diversification into private credit and selective equities remains key in a higher-for-longer rate environment. ======== Schwab Network ======== Empowering every...

Diane King Hall breaks down this morning's biggest stock movers as markets seek to continue a record run. Klarna (KLAR) shares jump after earnings, offering a bright spot for fintech. Intel (INTC) drops on a report that it's losing market share to AMD Inc. (AMD) and Arm Holdings (ARM). Diane then turns to the Mag 7 in Apple (APPL) after Evercore ISI raised its price target. ======== Schwab...

Kevin Hincks continues to watch President Trump's meeting with Xi Jinping in China and how he and the Big Tech executives he traveled with can strike business deals. In-line retail sales are something Kevin believes shows that the American consumer remains resilient in the face of sticky inflation. Kevin also notes the surge in tech stocks and how analysts are readjusting price targets in many...

As the AI trade grips markets, Rick Ducat turns to a quieter winner in the space through Applied Materials (AMAT). The chip equipment maker reports earnings after Thursday's closing bell. Rick runs investors through the key support and resistance levels before offering an example options trade for Applied Materials. ======== Schwab Network ======== Empowering every investor and trader, every m...

"Tech is now a driver of some of this inflation," says Gina Martin Adams, explaining the dichotomy tech's red-hot rally has to consumers' pockets. She still sees the group as the main driver of growth for the time being, though points out concentration as a risk. Gina explains how she navigates a "somewhat overvalued" stock market as investors figure out inflation proje...

"Everyone is overlooking the elephant under the rug, and that's the spending," says Matt Calkins, CEO of Appian (APPN). He explains how investors should pay more attention to the hidden costs he associates with the AI trade. In discussing his company's latest earnings, Matt calls it a "beautiful quarter" that's misunderstood by Wall Street. He believes companies are...

Dell Technologies (DELL) is going sideways into earnings, something Ben Watson of Charles Schwab believes will act as a catalyst in either direction. He measures the five-day chart against the year-long trends to show how strong momentum has backed recent consolidation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

The S&P 500 (SPX) is moving toward yet another new all-time high ahead of Thursday's opening bell. Kevin Green points out that the rally is thin, however, helped in part by Nvidia (NVDA) tapping new records as CEO Jensen Huang and other Big Tech executives talk to Chinese officials with President Trump. KG later turns to another tech name catching attention after earnings: Cisco (CSCO), wh...

Cisco (CSCO) raised guidance, Nebius (NBIS) hit a new all-time high, and Alibaba's (BABA) continued gaining momentum as its AI and cloud business scaled rapidly, helping fuel another strong day for tech stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Charles Schwab's Nathan Peterson offers his latest in-depth look into the price action of Bitcoin and developments surrounding the crypto space. Among the headlines Nate tackles: progress in D.C. on the Clarity Act, and Blackrock (BLK) filing for a tokenized money market fund on Ethereum Network. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Marley Kayden talks about Amazon (AMZN) pivoting their AI strategy today by retiring it's old chatbot and launching Alexa for shopping. Sam Vadas talks about Samsung's failure to reach an agreement on pay deal talks with its labor union. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Bef...

Figure (FIGR) CEO, Michael Tannenbaum explains how the company is building the future of capital markets on blockchain rails while operating at the intersection of AI and blockchain. He shares why this combination is driving impressive growth and positioning Figure at the center of financial innovation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Root (ROOT) posted record profits in the latest quarter as the car insurance company seeks to leverage more AI technology with it services. CEO Alex Timm talks about ways the company aims to use evolving tech, calling Root a "disruptor" in the space. He later touches on Root's partnership with Carvana (CVNA) and the company's roadmap to becoming a national name. ======== Schwab N...

The New York City housing market is surging, with activity jumping as Frances Katzen points to strong bonus payouts and international demand. Douglas Elliman (DOUG) shows strength in ultra-luxury, while baby boomers drive a growing share of demand. Elevated rates remain a headwind, but supply constraints continue to support prices. ======== Schwab Network ======== Empowering every investor and tra...

Recent news of marijuana's reclassification is just the first step of many, according to Dan Ahrens of AdvisorShares. Dan talks about the catalysts he sees this summer and the upside he expects to see in marijuana-tied stocks. He turns to the AdvisorShares Pure US Cannabis ETF (MSOS) to explain how the firm balances marijuana-based stocks for investors. ======== Schwab Network ======== Empower...

Charles Schwab's Kevin Horner breaks down key market charts as the S&P 500 (SPX) taps new record highs, backed by investors defending the 10-day SMA. In stock movers, he highlights notable technical setups in Cipher Digital (CIFR) and Eli Lilly (LLY). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Cisco (CSCO) is leaning into software and security after its Splunk deal, with investors watching its shift beyond hardware. Victoria Fernandez highlights strong AI-driven demand, including hyperscale orders, while flagging potential margin pressure from rising costs. The discussion also points to energy and utilities as key beneficiaries of the broader AI buildout. ======== Schwab Network =======...

Patrick De Haan explains that oil prices will stay elevated due to infrastructure constraints and tensions involving Iran. Mark Wade says consumers will still travel this summer despite higher gas prices and expects rising jet fuel costs to hit airline tickets harder. The panel also explores why AI is fundamentally an energy story driving explosive demand across the power sector. ======== Schwab N...

Sony (SONY) is betting on music catalog acquisitions, but AI-driven content and digital saturation are raising questions about long-term value. James Czerniawski highlights the challenge of maintaining relevance as independent and viral tracks reshape the industry. The shift toward algorithm-driven discovery continues to pressure the traditional publishing model. ======== Schwab Network ======== E...

Megan Brantley of LikeFolio breaks down Apple (AAPL) hitting a new all-time high today as investor confidence around its AI strategy swells. She highlights strong iPhone demand, outperformance in services, and growing attention on Apple's AI partnerships like Google Gemini from Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...