Schwab Network

Ahmed Riesgo sees markets holding near highs but entering a pause as strong earnings and geopolitical risks balance out. He highlights broadening growth beyond tech, resilience in the U.S. consumer, and key catalysts ahead—including Nvidia (NVDA) earnings and macro developments. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

Kevin Green kicks off Morning Trade Live with his eyes on the Mag 7 group. Pointing to a more "concentrated market" today versus Wednesday, KG says to watch the megacap group as well as a sticky VIX. Later, he assesses the latest jobs market data before turning attention to performance trends in the metals market, specifically silver. KG says silver should be on the radar as it nears $84...

Moments after ringing the opening bell at the NYSE, Hawkeye 360 CEO John Serafini sits down with Nicole Petallides to introduce his company prior to its IPO. John explains how his company uses satellite technology to help military and defense operations around the globe. He later touches on a partnership with Elon Musk's SpaceX and what satellite technology means for global safety. His company...

Diane King Hall and Nicole Petallides report live from the NYSE floor as the S&P 500 (SPX) notches new all-time highs. The duo discusses a few early earnings movers including Fortinet (FTNT), DoorDash (DASH) and McDonald's (MCD). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trad...

Kevin Hincks, reporting from Cboe Global Markets, dives into the latest labor market data as investors await April's non-farm payrolls print. He shares the latest positive glimpse with weekly jobless claims coming in less than expected. Kevin also addresses ongoing developments in the Middle East as investors and traders look for any signs of a return to traffic in the Strait of Hormuz. ======...

With "strong results" in the latest earnings, RaeAnn Mitrione believes "there's more room to run" in the current market rally. She believes the returns could be "broad based" amongst various sectors of the market but notes recent leadership from the technology sector based in part on the AI trade. RaeAnn adds that it is always hard to predict the next winners and...

CoreWeave (CRWV) caught the attention of Schwab Network's chartist Rick Ducat ahead of its upcoming earnings report. He looks at the recent trajectory to the upside and presents notable levels to watch, including $126 which was recent resistance but could act as post-earnings support. Later, Rick presents an example options strategy for CRWV and explains why an unbalanced call butterfly could...

Teradata's CEO Steve McMillan swings by the NYSE set to feature his company's AI initiatives and what sets them apart from others. He explains the innovation and opportunities that have presented themselves with the advent of artificial intelligence, including how it could impact workforces broadly. Steve addresses his group's 1Q earnings results before turning to the on-premises cloud...

With markets marching forward, Jay Woods joins Diane King Hall at the NYSE to figure out what winds are pushing stocks to new highs. Jay looks to the post-earnings rallies taking place with semiconductor and memory stocks. He does caution investors that some of the memory names may have gone parabolic, suggesting folks watch for a pause in price activity. Jay presents the case for Nvidia (NVDA) ve...

Jeff Schulze says recent GDP data suggests the economy is "on a pretty solid foundation" but warns that elevated energy costs could weigh on the next quarter's report. He discusses his firm's recession indicators, and calls jobless claims among his favorite to follow suggesting it is the "economic canary in a coalmine." For the labor market, Jeff says data isn't sho...

"Flat line" in volatility is something to watch today, says Kevin Green. With premarket futures little changed ahead of Thursday's open, KG says the upwards momentum expansion could linger for a while. On the individual stock front, he and Diane King Hall discuss Arm Holdings (ARM) as the chipmaker falls despite an earnings beat. To the upside, Fortinet (FTNT) jumps after raising its...

Ben Watson breaks down the recent surge on Corning's (GLW) chart following news of its AI partnership with Nvidia (NVDA). Shares reached a new 52-week high and Ben shows how it broke above recent resistance around $177. On a longer-term chart, Ben does point to a bearish divergence developing with downward momentum trends countering the upward move in share prices. ======== Schwab Network ====...

Jim Ferraioli with Charles Schwab gives updates on Clarity Act making progress in Washington, Bitcoin's recent strength, and the biggest takeaways from Schwab's latest crypto report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.appl...

AMD (AMD) jumps 18% as growth expectations climb, while Arm Holdings (ARM) rallies on strong earnings. DoorDash (DASH) also surges after solid revenue growth and optimistic forecasts. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering every investor and trader, every m...

Marley Kayden highlights how Novo Nordisk (NVO) saw earnings boosted by its Wegovy pill, now making up 65% U.S. prescriptions. Sam Vadas breaks down the Walt Disney (DIS) earnings, pointing to a resilient consumer. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering eve...

KG says stocks are pushing higher into the close, with signs of a sustainable rally for now. He highlights key sectors like materials that could limit upside and dives into earnings for Arm Holdings (ARM) and DoorDash (DASH). KG also flags AppLovin (APP) as a name to watch, with better than expected guidance but potential risk of being cannibalized by AI. ======== Schwab Network ======== Options i...

Matt Miskin says the market is riding an earnings‑driven surge fueled by semiconductors and fiscal support, but warns the momentum may fade as energy costs rise and stimulus wanes. He favors moving up the quality curve, highlighting bonds and defensive sectors as volatility risks build. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, r...

Jillian DelSignore talks about breaks down the latest ETF flow trends, highlighting a major shift into income and fixed income. Recent outflows suggest investors are pulling back as sentiment weakens across the market. Despite this, the Nasdaq 100 remains a core holding for many portfolios. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tradin...

Kevin Horner highlights key charts to watch; stressing risk tolerance and position management tied to the S&P 500. He breaks down Rigetti Computing's (RGTI) volatile surge that trapped traders and Oracle's (ORCL) sharp 12% move. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit...

CEO of Rare Earths Americas (REA), Don Swartz, discusses earnings, IPO outlook, and the race to secure heavy rare earth supply. He highlights China's dominance in manufacturing electric vehicles and why it's a concern. Don added that the U.S. electric vehicle demand isn't slowing anytime soon. ======== Schwab Network ======== Options involve risks and are not suitable for all investors...

Danielle Shay and Brendan Burke break down why CoreWeave (CRWV) may be at the center of the AI boom. With strong earnings, rising buyer interest, and evolving customer demand, the outlook looks bullish. Brendan says revenue could triple as the stock moves higher. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosu...

YieldMax ETFs' Mike Khouw discusses YieldMax ETFs DDDD, CHPY, and SOXY. He highlights the appeal of dividend payers, AI’s impact beyond Big Tech, and continued opportunities across semiconductors and a broadening market rally. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6...

AI is reshaping the internet, driving growth for cloud leaders like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN), according to Kyle Reidhead. He highlights the edge startups have in deploying AI agents, while pointing to the next phase of the trade—from data center energy demand to autonomous tech competition between Tesla (TSLA) and Uber (UBER). ======== Schwab Network ======== Options i...

McDonald’s (MCD) heads into earnings under pressure, with concerns over pricing clashing with still‑strong digital engagement, according to LikeFolio's Landon Swan. He breaks down whether the stock is oversold and if McDonald’s can regain momentum against rivals like Wendy’s (WEN) and Yum! Brands (YUM). ======== Schwab Network ======== Options involve risks and are not suitable for all investo...

AMD (AMD) shares hit record highs after a strong earnings beat driven by data center demand. Ben Bajarin and Matt Bryson discuss the resurgence of CPUs in AI workloads and how AMD’s integrated CPU‑GPU strategy positions it against Nvidia (NVDA) and Intel (INTC) in a fast‑growing market. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, r...