Schwab Network

Charles Schwab's Adam Lynch analyzes the surge in Bitcoin brought by rhetoric from President Trump saying he wants the Clarity Act passed. As Adam mentions, the legislation faces a mid-September deadline before it is likely shelved until 2027. That said, Thursday's short squeeze and a boost of institutional investments give him confidence cryptocurrencies have more room to run. ======== Sc...

Shelton Capital's Barry Martin explains how the Shelton Equity Premium Income ETF (SEPI) differentiates itself from traditional covered call funds. Instead of selling index calls, SEPI sells covered calls on individual stocks across 11 sectors, seeking to generate additional income from stock-specific volatility. Martin also discusses the ETF's performance and how it may complement an inco...

As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate...

Microsoft (MSFT) is back to being a magnificent Mag 7 stock after earnings. David Wagner is very bullish on the stock's upward momentum due to its diversified business model through Azure cloud and Office suite working in tandem with each other to maximize profits. While some critique Microsoft's AI models, David believes the size of the company's moat allows it to connect those models...

Brian Mulberry says there's lots of trading opportunity across the AI hardware space. He highlights SanDisk (SNDK) as a name he likes due to its upside earnings potential despite the downside price action across the memory space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscri...

Ted Thatcher analyzes Walmart's (WMT) latest earnings report and explains why the stock fell despite strong headline results. He points to weaker same-store sales, slowing customer traffic, and pharmacy-related regulatory headwinds as key concerns. Thatcher also discusses Walmart's mixed guidance and why he remains constructive on the broader retail sector and the resilience of the U.S. co...

LikeFolio's Landon Swan examines Ross Stores (ROST) after its 56% year-to-date rally. While long-term demand trends remain favorable, he points to signs of short-term weakness and questions whether the retailer's valuation leaves enough room for upside. Swan also discusses changing dynamics across retail, with full-price retailers showing renewed strength against off-price competitors. ===...

R.J. Hottovy and Joy Tang break down Walmart's (WMT) strong earnings, highlighting continued traffic growth, expanding e-commerce sales and rising advertising revenue through Walmart Connect. They also discuss Walmart's appeal across income levels and its potential to benefit from the AI boom. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Greg Halter of Carnegie Investment Council discusses how tariff refunds are helping boost corporate profits, pointing to Target (TGT) as an example. He also highlights the strength of the U.S. consumer, particularly baby boomers, and explains why geopolitical headlines often have less impact on long-term market performance than investors think. ======== Schwab Network ======== Empowering every inv...

Brendan Ahren spotlights China AI chips and why he favors "picks and shovels" in the region. He says a lot of the money that flowed into China has moved into South Korea as the AI memory trade picks up steam in companies like Samsung and SK Hynix (SKHY). Brendan discusses more on China's AI growth through takeaways in earnings from Alibaba (BABA) and Baidu (BIDU). ======== Schwab Net...

Sucharita Kodali says Walmart (WMT) "is on a strong trajectory" after it beat and raised in quarterly earnings. It still wasn't enough for Wall Street, causing a near-10% sell-off in shares. Sucharita makes the case that the growth story still looks strong, so long as consumer sentiment shows signs of improvement. Kevin Hincks offers an example options trade for Walmart. ======== Sch...

U.S. shares of Alibaba (BABA) moved lower after the Chinese ecommerce giant posted mixed earnings even as cloud revenue increased by 45%. Jenny Horne talks about the key takeaways from the report and commentary from leadership suggesting AI growth remains a top priority. Joe Tigay offers an example options trade for Alibaba. ======== Schwab Network ======== Empowering every investor and trader, ev...

The Treasury is "attacking the symptom, not the cause" of rising yields, says Liz Ann Sonders. Momentum in fixed income markets, paired with concerns on inflation and the U.S.-Iran war, is what Liz Ann sees silencing the short-term downtrend in the 10-year yield among related metrics. She broadens out the discussion to explain how equities can regain their footing through certain moves s...

Indrani De of FTSE Russell says strong earnings are supporting a broad global equity rally. She warns that rising interest rate volatility and higher global yields could pressure the AI trade, particularly as companies like Alphabet (GOOGL) ramp up spending and tap debt markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Diane King Hall discusses the sharp sell-off in Advance Auto Parts (AAP) as the guidance shows strong headwinds. Deere (DE) offered plenty of strength in its earnings as construction revenues rise. Diane then looks into mixed analyst reactions to Merck (MRK) after it and Moderna (MRNA) rallied strong on positive melanoma vaccine trial results. ======== Schwab Network ======== Empowering every inve...

Robert Conzo explains how Treasury yields moving higher along stocks' record run presented unique challenges for investors. He offers his insights into ways you can navigate the market environment, which includes 60/40 portfolio diversification. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork...

Brian Glenn of Premier Path Wealth Partners says AI spending continues to support the market's rally. He discusses Walmart's (WMT) earnings, highlights TransDigm Group (TDG) as a top aerospace and defense pick, and explains why he doesn't see signs of a market bubble. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Crude oil is ticking higher and keeping Treasury yields elevated to start Thursday's trading session. Kevin Hincks tells investors to brace for more headlines around the U.S.-Iran war that can shake up price action during the day. Tensions continue to mount as President Trump threatens "economic D-Day" on Iran. Other comments he made on the Clarity Act sent Bitcoin and other crypto-t...

After companies like Walmart (WMT), Target (TGT), and TJX Companies (TJX) showed varying results from earnings, investors now turn to Ross Stores (ROST) after Thursday's close. Rick Ducat points out that the stock has been a vast outperformer in a mixed sector, highlighting key support and resistance areas ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader...

"Yields are about confidence," and a slew of headwinds hitting the economy will keep confidence low, says Erin Gibbs in discussing the creep higher in Treasury yields. She outlines the path she sees for fixed income markets as stocks struggle to tap new record highs. Erin does see opportunity in small caps, believing the current interest rate environment balanced out valuations. ========...

Growth stocks underperforming value have treasury yields to blame, says Gina Martin Adams. She points to debt, both national and through hyperscaler CapEx, as a key factor as businesses race to stay ahead in the AI race. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download t...

TJX Companies (TJX) saw one of its worst sell-offs in recent memory after earnings Wednesday, as Kevin Horner of Charles Schwab highlights the stock's closing price as especially important. He turns to a five-year chart that shows the "clean" rally in shares supporting a long-term bullish thesis remains intact. ======== Schwab Network ======== Empowering every investor and trader, ev...

Markets are weaker ahead of Thursday's opening bell as the 10-year treasury yield creeps back up to 4.7%. Jenny Horne discusses more about the AI momentum stocks like Micron (MU) leading downside action and why many are sitting on their hands until Kevin Warsh's Jackson Hole speech. One corner of Wall Street rallying: Bitcoin and crypto-tied stocks after President Trump's recent commen...

Moderna (MRNA) shares nearly tripled in Wednesday's session after it and Merck (MRK) announced positive trial results for its melanoma vaccine. Target (TGT) tapped 2-year highs and Estée Lauder (EL) surged after both companies posted strong earnings. Marley Kayden carries investors through the top stories of the trading session. ======== Schwab Network ======== Empowering every investor and tr...

Sam Vadas turns to key international headlines in Unitree's explosive IPO in China and SK Hynix (SKHY) bolstering its share buyback plan. Marley Kayden discusses how prediction markets like Polymarket and Kalshi are gaining institutional attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...