Schwab Network

Jay Hatfield calls the current Fed "super hawkish" but sees the FOMC holding interest rates due to what he considers an unrealistic 2% inflation goal. He expects to see September volatility that will lead to a "fall stall" in equities but sees the S&P 500 (SPX) tapping 8,250 by year's end. ======== Schwab Network ========Empowering every investor and trader, every marke...

September is a time for investors to be more cautious, says Jeff McClean, pointing out "a lot of headwinds coming" for the stock market. The month is starting on shaky ground as crude oil and Treasury yields climb. Jeff notes a mixed picture for the Fed as well with Kevin Warsh establishing independence despite a lack of interest rate guidance. As far as stocks Jeff is watching, he tells...

Citi raised its price target on Atlassian to $225 from $170 and maintains a buy rating on shares, though the stock ticked lowered ahead of Tuesday's trading session. Kevin Horner with Charles Schwab notes Atlassian's "speedily" rising 20-day SMA but declining RSI that paints a mixed picture for short-term momentum. ======== Schwab Network ========Empowering every investor and tra...

PG&E (PCG) and Edison International (EIX) saw some of their worst trading days on record following amendments to one California bill. Tesla (TSLA) shares rallied on anticipation of the company's Cybercab event. GameStop (GME) was a mixed bag in its preliminary earnings report. Marley Kayden takes investors through the top stories of Monday's trading day. ======== Schwab Network =======...

The housing market sees lasting headwinds as mortgage rates hit one-year highs. Marley Kayden discusses the broader implications it has for the sector, along with what Tim Cook stepping down as the CEO of Apple (AAPL) means for the iPhone developer. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Sydney Armani, CEO of AI Fintech World Group, discusses Nvidia (NVDA) continuing its climb after a stellar earnings report, with 2028 revenue projections soaring and its dominance in data center code and software cementing its leadership. Beyond Nvidia, emerging opportunities are drawing attention, including the space economy's focus on orbital data centers and satellite communication, where d...

Clinton Sparks, founder and CEO of Global Gaming League, discusses how his experience in the center of entertainment revolutions has led him to focus on staying ahead of trends. In music, Clinton as gone from selling mixtapes out of his car trunk to earning a Grammy nomination for Lady Gaga's "Born This Way." He highlights how his entrepreneurial mindset in the entertainment space ha...

Michael Monaghan will watch for the ongoing health of the AI trade in company earnings like Dell Technologies (DELL), Oracle (ORCL), and ZScaler (ZS). Starting with Dell, he discusses why the company's AI server revenue surge is sustainable long-term. Michael adds that Oracle will show substantial ROI so long as the AI data center buildout continues as planned. Cybersecurity's growing need...

Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer. Ted the...

The S&P 500 (SPX) has support around 7,676–7,620, says Rachel Dashiell of Charles Schwab, though she notes that an extreme correlation between the U.S. Dollar and equities suggests a potential turning point. Meanwhile, Rachel says Figma (FIG) formed a constructive five-month double bottom with strong upside potential, while Zscaler's (ZS) double bottom suggests a bullish resurgence in the...

Carter Braxton Worth, CEO of Worth Charting, explains the strategy behind the Worth Charting Options Income ETF (WRTH), which never owns stocks and instead sells strangles to profit from options premium decay. He targets stocks that have made big directional moves followed by consolidation, while avoiding volatile sectors like biotech and small-caps and carefully sidestepping earnings-related risk...

"Kevin Warsh came in with an agenda of change" that faces a heap of headwinds, says Axel Merk. He breaks down the key points from the new Fed Chair's Jackson Hole speech last week and what it means for equities and commodities. Turning to the bond market, Axel calls the U.S. Treasury's bond buyback plan a "political" move that conflicts with Warsh's plans for the FO...

Dell Technologies (DELL) has learned from Nvidia (NVDA) in its data center buildout, says Don Gentile. He explains how Dell uses its knowledge, old and new, in creating a full AI stack. Efficiency and profitability will come down to how Dell maintains margins, says Don. On the general AI trade, he talks about difficulties in companies maintaining backlogs without diminishing quality. ======== Schw...

Chris McMahon sees a broadening market rally driven by strong S&P 500 (SPX) earnings, calling it a "stock picker's market" with opportunities beyond tech. With a reduced tech allocation, he spotlights CrowdStrike (CRWD) for cybersecurity leadership, Deere (DE) for an agricultural equipment super-cycle, and Eli Lilly (LLY) for continued GLP-1 growth. ======== Schwab Network ======...

Palo Alto Networks (PANW) has a strong revenue picture but faces a highly competitive cybersecurity space, says Ron Westfall. He makes the case that platformization of cybersecurity services is the crux behind both the pros and cons to Palo Alto's future momentum as competitors create a similar business model. ======== Schwab Network ======== Empowering every investor and trader, every market...

Apple (AAPL) is up 16% year-to-date, and Landon Swan of LikeFolio highlights a 47% year-over-year jump in demand data. While iPhone sales drive revenue, high-margin services are delivering a disproportionate share of profit. With the upcoming foldable iPhone event and valuation near historical highs, new product launches could energize Apple's loyal customer base. ======== Schwab Network =====...

Description: Bitcoin's recent rally has a crypto short squeeze and President Trump's commentary on the Clarity Act to thank, says Gracy Chen. She's not convinced cryptocurrencies have reentered a bull market. She explains what needs to happen to ensure confidence the rally will last. Dom Kwok says more institutional backing adds that confidence, making the case it expands the foundatio...

Nic Baird, CEO of Koah, explains how his company is using AI in the ad space and how the evolving technology is shaping how advertisers sell their products. As he explains, it's adding more emphasis on organic advertising views and searches even as AI models find new ways to cycle products into consumer algorithms. Nic discusses the key strengths he sees in digital advertising and ways busines...

Prosper Trading Academy's Mike Shorr highlight three stocks he sees holding plenty of trading opportunities ahead. He points to Cadence Design Systems (CDNS) gaining momentum, sees Cloudflare (NET) on the "top level" of the cybersecurity sector, and Walmart (WMT) as a "bottom feeder" opportunity. Mike offers example options trades for his picks while Charles Schwab's Ra...

Scott Martin offers his take on the outlook for interest rates as the Fed balances renewed tensions between the U.S. and Iran pose a threat to the inflation picture. If crude oil stays elevated, Scott explains why investors will want to remain cautious heading into midterm elections and beyond. Global trade tensions in new Canadian tariffs and Iran sanctions complicate the international outlook. =...

Maria Llerena outlines her expectations for the Fed and its interest rate outlook after Kevin Warsh set a hawkish-leaning tone at Jackson Hole. She weighs inflation and job market risks still ahead as rate hike chances sit at a coin toss's probability. As the AI buildout continues, Maria offers her takeaways on how she sees the tech developments impacting productivity and whether it will lead...

PG&E (PCG) is a stark underperformer in an energy sector rallying Monday morning. Diane King Hall points to a piece of Californian legislation centered on wildfire reforms as the culprit. GameStop (GME) shares rallied after the company released its preliminary earnings that showed net income growth despite a quarterly sales decline. Diane turns to the agriculture space in Deere's (DE) rall...

"I would expect September to be a choppy month for stocks," says Jason Bodner, who talks about the macro set-up and fund flows into commodities suggesting a tone of market rotation for the new month. That said, he says, "the AI trade is alive and well" as highlighted by Nvidia (NVDA) earnings. Once the midterms are out of the way, he expects to see a strong year-end rally in th...

Escalation between the U.S. and Iran sets a sour tone for a new trading week as crude oil prices surge into Monday's session. Kevin Hincks explains how the headlines will hit the stock market short-term, and why a new deal between the U.S. and Venezuela can buoy long-term risks. He then turns to the week ahead by highlighting key jobs data he sees moving the market, including the August jobs r...

BYD Co. (BYDDY) has proven to be a strong competitor to Tesla (TSLA) in the Chinese EV market, as have Nio Inc. (NIO) and XPeng (XPEV). However, as Tu le explains, the Elon musk-led giant has picked up speed in its EV industry despite facing key headwinds to expand its road ahead. Tom White offers an example options trade for Tesla. ======== Schwab Network ======== Empowering every investor and tr...