Schwab Network

Pat Haskell of BlackRock (BLK) highlights a “once‑in‑a‑generation” opportunity in municipal bonds, pointing to infrastructure and revenue‑backed assets as key winners. He explains how shifting credit conditions, Fed policy uncertainty, and long‑term trends like AI and demographic changes are reshaping the muni market. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Michele "Mish" Schneider and Joe Rinaldi talk about Constellation Energy (CEG) earnings. Michele says its interest rate sensitivity holds hold bullish potential, noting a breakout opportunity for the stock. Joe says while it is slightly overpriced, he is enamored by the stock right now and with the moves to clean energy. ======== Schwab Network ======== Empowering every investor and trad...

AI infrastructure spending from hyperscalers like Microsoft (MSFT) and Alphabet (GOOGL) is driving the next phase of the trade toward hardware and memory, according to Sean O’Hara. He highlights Nvidia (NVDA) alongside broader chip demand, and breaks down ETFs like PSAI, WDAI, and TRFK designed to capture shifting leadership across the AI ecosystem. ======== Schwab Network ======== Empowering ever...

Andrew Chanin breaks down the growing excitement around the space economy, highlighting how established space companies are now generating serious revenue. He discusses the rise of AST SpaceMobile (ASTS), why investors are overlooking past failures, and how anticipation around potential SpaceX IPO is fueling momentum across the entire sector. Andrew also briefly touches on AI data centers arrangem...

Charles Schwab's Kevin Horner turns to key levels to watch in the S&P 500 (SPX) as the index hits record highs. On stock movers, he highlights Strategy's (MSTR) recovery as shares test notable resistance, and Snowflake's (SNOW) attempt to move out of consolidation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

Tom Stein warns that relying too heavily on AI for thought leadership can hurt credibility, as high‑level audiences can easily spot generic, machine‑generated content. He emphasizes the need for human oversight, even as tools from Microsoft (MSFT), Alphabet (GOOGL), and others handle the bulk of content creation. ======== Schwab Network ======== Empowering every investor and trader, every market d...

On Holding (ONON) is gaining ground in the premium athleisure space as consumer demand remains strong despite stock volatility. LikeFolio's Megan Brantley highlights ONON’s market share gains versus Nike (NKE), strong direct‑to‑consumer momentum, and standout growth in Asia, even as peers like Lululemon (LULU) and Deckers (DECK) face pressure. ======== Schwab Network ======== Empowering every...

Sydney Armani and Owen Lau break down Circle's (CRCL) earnings reaction, why investors first focused on the revenue miss, and how momentum around the Clarity Act shifted sentiment. They also discuss Circle's business model, increased market activity, and how AI could become both an opportunity and a risk for financial institutions. ======== Schwab Network ======== Empowering every investor...

Khozema Shipchandler, CEO of Twilio (TWLO), talks with Marley Kayden about the company's latest earnings and ways it backs the growth story. Shares jumped more than 30% since the report. Khozema says Twilio has a lot of space to capitalize on the AI trade, especially in the agentic AI space as more companies use the tech. ======== Schwab Network ======== Empowering every investor and trader, e...

"Fibonacci Princess" Tammy Marshall of ElliottWave Trader takes us through today's top three trades. She points to moving averages in Arm Holdings (ARM) signaling bullish momentum, says Rambus (RMBS) is "strong technically and fundamentally," and likes SoundHound AI (SOUN) as it's testing its moving averages. Rick Ducat takes us through the key technicals in the stock c...

"This is the strongest and most resilient market I've ever seen," says Eddie Ghabour, "and it's also the most hated." He expects pullbacks ahead for the stock market but sees dips getting bought "aggressively." That said, Eddie warns investors should take caution even when expressing confidence this price action can continue. The biggest macro issue he sees hi...

Greg Pendy of Clear Street breaks down earnings expectations for AST SpaceMobile (ASTS) and explains the company's growing role in the space economy. His firm maintains a buy rating on the stock with a $115 price target as investor momentum builds. George Tsilis walks investors through an example trade for AST Spacemobile. ======== Schwab Network ======== Empowering every investor and trader,...

Intel (INTC) shares have doubled in a matter of three weeks and climbed more than 240% so far in 2026. Reports pointing to a chipmaking deal with Apple (AAPL) added investor confidence and led to the newest rally for Intel. Marley Kayden offers more insight into what the deal means for both companies. Prosper Trading Academy's Charles Moon offers an example options trade for Intel. ======== Sc...

Cooper Howard breaks down why yields may stay elevated after tomorrow's April CPI report. With oil impacting inflation inputs and PPI data coming Wednesday, he explains why the Fed is likely comfortable staying on hold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the...

Geopolitical tensions are back in focus ahead of a key U.S.–China summit, with implications for trade, technology, and global markets. Max Zenglein highlights persistent uncertainty between the U.S. and China, strength in regional tech hubs like Japan and South Korea, and ongoing economic challenges in China and energy‑sensitive markets. ======== Schwab Network ======== Empowering every investor a...

Energy up and stocks up aren't a problem "for now," says Kevin Green when discussing crude oil's price action. He compares the current energy environment to historical oil shocks and highlights the potential for a "blow off top" move. Another commodity catching his attention: silver, which is making a technical breakout Monday. He later touches on economic data in exist...

Earnings strength is a surprise "not only to me, but to markets," says Ted Weisberg. He outlines what he calls a "terrific" earnings season and the crossroads the market now faces with a growing importance on geopolitical impacts. Ted notes the airline stocks as a long-term trade and why he's perplexed by stark outperformers like Intel (INTC). He tells investors to look for...

Diane King Hall talks about Monday's earnings morning movers. She points to Monday.com (MNDY) spiking higher following its beat, noting a big shift to consumption based pricing and projecting more growth ahead. Diane highlights mixed pictures in Circle (CRCL) and Constellation Energy (CEG) as both stocks moved lower after the opening bell. ======== Schwab Network ======== Empowering every inve...

The market’s AI‑driven momentum continues as infrastructure plays take center stage, according to Hilary Kramer. She highlights Credo Technology (CRDO) and Trane (TT) as key beneficiaries of data center growth, while pointing to opportunities in Roku Inc. (ROKU) and emerging biotech names like Enveric Biosciences (ENVB). ======== Schwab Network ======== Empowering every investor and trader, every...

The surge in tech stocks are taking away concerns from uncertainty surrounding the Strait of Hormuz, says Kevin Hincks. However, keep your head on a swivel. Kevin talks about the swell of economic data to watch this week and how all serve as critical stepping stones for the Fed with an imminent change in leadership ahead. Kevin also discusses the international headlines beyond Iran by focusing on...

With semiconductor stocks showing a stellar rally across the sector, Jay Woods sees an "imminent" pullback ahead. With some technicals showing historic overbought signals, Jay wants to see participation broaden to other sectors. He has his eyes on the healthcare sector and "beaten down" tech giants like Microsoft (MSFT) and Meta Platforms (META). Jay notes other macro warning f...

AST Spacemobile (ASTS) served as a moonshot stock for many investors as the space stock race accelerates. However, shares have fallen over 40% from its all-time high. Rick Ducat analyzes the key support and resistance areas to watch in the stock chart ahead of the company's earnings after Monday's close. He also offers an example options trade for AST Spacemobile. ======== Schwab Network =...

Eric Diton says chips remain king in the current market environment. However, he notes an inflation concern in the memory space as DRAM prices show no signs of decreasing. "I would not be diving in here," says Eric, expecting profit-taking to hit stocks that skyrocketed in recent weeks. He urges investors to find "unloved" names in the stock market. ======== Schwab Network ====...

It's still a stalemate between the U.S. and Iran when it comes to peace talks and reopening the Strait of Hormuz, says Kevin Green. Even as crude oil prices climb Monday morning, so did Intel (INTC) as shares continue to rally on a potential partnership with Apple (AAPL) and hopes of taking market share from TSMC (TSM). KG also talks about Constellation Energy's (CEG) earnings beat and gui...

AMD Inc. (AMD) shares skyrocketed to new heights as the AI chipmaker surpassed earnings expectations in its latest report. George Tsilis goes under the hood and provides his insights on the print. Plus, George compares AMD to competitors like Nvidia (NVDA), Qualcomm (QCOM), Intel (INTC) and Arm Holdings (ARM). Later, he'll look at the technical trends supporting AMD's recent run to an all-...