Schwab Network

Alibaba (BABA) is shifting toward AI and cloud, with heavy investment despite near-term pressure on profits. Henry Greene and Phillip Wool argue the spending supports long-term growth as China’s cloud adoption expands. Broader opportunities in ETFs CNQQ and KWEB, Nvidia (NVDA) access, and JD.com (JD) remain in focus as the sector evolves. ======== Schwab Network ======== Empowering every investor...

The energy sector has shifted to capital discipline, with stronger balance sheets and steady cash returns, according to Molly Pieroni. Geopolitical risks and rising power demand from AI add to the investment case. Names like Canadian Natural Resources (CNQ) and consolidation across U.S. shale highlight a more mature, scale-driven industry. ======== Schwab Network ======== Empowering every investor...

A hotter-than-expected PPI points to broadening inflation pressures, with Ed Siddell highlighting rising energy costs and supply risks. That backdrop keeps pressure on the Fed to stay restrictive despite mounting debt concerns. Still, strong corporate earnings are helping support a cautiously positive outlook for equities. ======== Schwab Network ======== Empowering every investor and trader, ever...

TheoTrade's Don Kaufman walks us through today's Big 3 trades by highlighting Caterpillar's (CAT) massive 50% year-to-date rally and why it's trading like a tech stock. He discusses the SPDR Gold Shares ETF (GLD), saying the inflation backdrop offers bullish momentum for metals. In eBay Inc. (EBAY), he believes the valuation has reached its peak, for now. Don offers example options...

R.J. Hottovy breaks down the fast food sector, saying consumers are more value-conscious than ever and Restaurant Brands (QSR) must deliver excitement and affordability. He highlights Burger King's momentum, McDonald's (MCD) tough comparisons after Minecraft promotions, Chipotle's (CMG) innovations, and Starbucks (SBUX) frequency challenges. George Tsilis walks us through a McDonald&#3...

Marley Kayden breaks down Alibaba's (BABA) mixed earnings report and slowing revenue trends. However, she points to the company's cloud strength and rising AI demand as strengths. Prosper Trading Academy's Mike Shorr walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

Charles Schwab's Michelle Gibley talks about her expectations for the meeting between President Trump and Xi Jinping in China. She believes if Trump and the group of Big Tech CEOs traveling with him can strike up non-strategic deals, it will set the foundation to rebuild international relations between the U.S. and China. Sticking with global movers, Michelle talks about the push by SK Hynix e...

The S&P 500 (SPX) is near highs, but John Kosar sees signs of slowing momentum as market breadth weakens. Tech continues to dominate performance, driven by AI demand, while other sectors lag. John uses his Asbury 6 model to show the shift in internal signals could point to a broader pullback ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

The big question Kevin Green has from Wednesday's hot PPI print: how long can Americans shoulder the burden of energy's inflation impact before demand destruction takes hold? In equities, KG has his eyes on the PHLX Semiconductor Index (SOX) as chips move higher at a slowing speed. However, Nvidia (NVDA) is breaking out, as KG ties the move to being a catch-up trade. He also turns to the a...

Maria Llerena highlights persistent inflation and rising yields, pushing investors toward growth and quality in tech. Cybersecurity stands out, with Palo Alto Networks (PANW) leading, while Quanta Services (PWR) benefits from grid upgrades. Ongoing chip constraints also remain a key risk as AI demand strains supply. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Diane King Hall breaks down a mixed market open as Coherent (COHR) hits a new all-time high after Bank of America raised its price target. AMD Inc. (AMD) gets downgraded by Daiwa on valuation concerns, while Oklo Inc. (OKLO) posts a smaller-than-expected loss despite remaining pre-revenue. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risk...

David Kudla says the AI rally is a structural shift, favoring ETFs like CHAT, AIS, and WAR. He still likes Micron (MU) and AMD Inc. (AMD) but is wary of bonds. Kudla highlights commodities, emerging markets, and global ETFs like EWY and EMEG as key hedges against inflation and geopolitical risk. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

The April 2026 PPI proved to be "a big number in all cases," says Kevin Hincks. He outlines all of the key metrics and explains how a surge in energy prices is starting to extend its reach into other sectors. Kevin turns to the FOMC and explains how he sees incoming Fed Chair Kevin Warsh tackling inflation. ======== Schwab Network ======== Empowering every investor and trader, every mark...

A hot PPI came in well-above Wall Street expectations, testing the stock market's all-time high run. Joe Brusuelas believes it's a healthy wake up call. He outlines the good, bad, and ugly numbers the PPI print shows and compares it to the CPI to gauge inflation concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Rick Ducat tackles Cisco's (CSCO) price action ahead of the hardware giant's quarterly earnings. He tracks the movement in shares after a sharp rally in recent weeks to all-time highs. Rick then breaks down an example options trade for Cisco. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

President Trump's meeting with Xi Jinping in China will take a lot of the market's focus Wednesday, says Kevin Green. Big Tech executives like Apple's (AAPL) Tim Cook, Tesla's (TSLA) Elon Musk, and Nvidia's (NVDA) Jensen Huang are among the biggest names joining Trump on the trip. KG turns to the snapback rally in chips after seeing weakness on Tuesday before tackling the AI-ti...

"People have correctly stayed the course" by looking at earnings, says Michael Landsberg, noting the strength U.S. muscled for the rest of the markets. He talks about how there's much more than Nvidia (NVDA) for investors to scoop up in the AI trade. Michael adds that he sees the current landscape as a stock pickers market with some diversity. Some of the names on his watch list: Cis...

Qualcomm (QCOM) and Intel (INTC) led a major tech selloff after hitting record highs, while Under Amour (UA) plunged after weak earnings and guidance. Oklo also reported a bigger quarterly loss as investors reacted across the market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading,...

Marley Kayden says April's CPI came in hotter than expected as the global tensions and the conflict in the middle east continues to rise. Sam Vadas said with Trump headed to China, there could be positive development in Iran with China helping speed up those negotiations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Oil prices remain stable for now, but Stewart Glickman warns a supply crunch could drive a sharp spike within months. That could pressure economic growth, with higher crude prices weighing on GDP. Global tensions and supply risks keep the outlook uncertain. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in...

The labor market is shifting to a low-hire, low-fire environment, with Jordan Shapiro noting reduced mobility is weighing on wage growth as inflation outpaces pay. Companies are prioritizing long-term hiring quality over speed, supporting margins but limiting worker leverage. In a tighter job market, employees may need a more data-driven approach to maintain compensation. ======== Schwab Network =...

Nigam Arora returns to Market on Close to explain what he considers a bubble versus a mania, and talks about how they compare to the current exuberant rallies in tech. As Nigam explains, market mania can be a dangerous tightrope to walk amid aggressive bullish moves. He adds that there are opportunities for short sellers when manias lose steam in the AI trade. ======== Schwab Network ======== Empo...

April CPI came in hot, with Christopher Hodge noting persistent inflation pressures despite some softer components. That backdrop keeps rate cuts unlikely as the Fed waits for clearer disinflation signals. A resilient labor market offers some support, but deficits and supply risks leave policy stuck in a holding pattern. ======== Schwab Network ======== Empowering every investor and trader, every...

Tencent (TCEHY) is at 52-week lows, but Jeff Muhlenkamp sees a buying opportunity driven by its dominant ecosystem and payments business. He’s more cautious on JD.com (JD) and Alibaba (BABA) as price wars and weak demand pressure margins. Muhlenkamp is rotating away from tech into cyclicals like Microchip Technology (MCHP) and gold as A.I. optimism peaks. ======== Schwab Network ======== Empowerin...

Gabor Gurbacs discusses the evolving crypto landscape focusing on stablecoins, tokenization, and the modernization of global financial infrastructure. He says we're at a pivotal moment where financial systems are being rebuilt from the ground up and the industry's goal is to fundamentally reengineer markets by making more efficient infrastructure through stablecoins and tokenization. =====...