Schwab Network

Chris Miglino, CEO of Axe Compute, explains how the company is scaling virtual data center access worldwide. Following a $260 million contract to deploy Nvidia (NVDA) GPUs, demand from corporations for dedicated compute power is accelerating rapidly. With a pipeline in the billions, he says the surge in AI driven infrastructure is just getting started. ======== Schwab Network ======== Empowering e...

Steve Laipply walks through recent ETF flows, noting $46B in net inflows into fixed income ETFs in 1Q. Only $4B went into active bond ETFs, but the demand is growing quickly. High-quality fixed income has also dominated allocations, with Treasuries making up around 50%. He discusses why traders are making these moves, and how changes in Fed policy could affect yields. ======== Schwab Network =====...

Cory Stahle highlights weakening conditions for recent grads, with entry-level roles down 7% while senior hiring has risen 4%. More candidates are flooding job platforms like Indeed, intensifying competition as opportunities shrink. "It's shaping up to be one of the toughest post pandemic job markets, with outcomes heavily tied to field of study," Cory said. ======== Schwab Network =...

Rachel Dashiell breaks down the technicals on the S&P 500’s chart. She highlights a shooting star candle with some follow through and explains what the McClellan Oscillator is showing. She argues for a shallow pullback on an extended trend rather than deeper losses. Rachel also looks at the charts of DoorDash (DASH) and Take-Two Interactive (TTWO). ======== Schwab Network ======== Empowering e...

Michael Klenn and Michael Monaghan argue the bull case for Palantir (PLTR) ahead of its earnings report. Monaghan believes software is starting to delineate between AI winners and losers and puts PLTR in the former’s camp. He is “very constructive” on enterprise software, along with tech and AI overall. Klenn is bullish on the tech sector and would buy at these levels; he likes optical and memory...

Mohnish Pabrai outlines his “Un-S&P 500” investment strategy, built around a concentrated portfolio of 20 high-quality companies positioned for long-term global growth. Through the Pabrai Wagons ETF (WAGN), Pabrai looks beyond the S&P 500, emphasizing international exposure and durable business models. He stresses tuning out short-term market noise and instead embracing volatility—using pu...

The Nasdaq-100 hit an all time high today, but Steven Orr warns that now might not be the time to be in the market. He's hopeful of tech long-term, but says AI is already evolving past the hype. He notes to watch for rising energy costs and why Gemini Google (GOOGL) could signal the next shift. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

LikeFolio’s Andy Swan says Shopify (SHOP) is “firing on all cylinders” ahead of its earnings report premarket Tuesday. He argues they’re “benefitting a lot” from AI, despite getting caught in the broader software sell-off, because AI innovators are using their infrastructure to sell products and AI-driven shopping leads consumers to Shopify sites. He claims demand and happiness are both higher and...

GameStop (GME) has stunned Wall Street with a $56 billion unsolicited bid for eBay (EBAY), pitching a radical plan to turn the e‑commerce veteran into a real Amazon (AMZN) challenger. While eBay shares jumped on the news, analysts are questioning the financing, stock volatility, and whether a smaller buyer can realistically absorb a target four times its size. ======== Schwab Network ======== Empo...

Assia Georgieva and Teri West share their takeaways from Norwegian Cruise Line’s (NCLH) earnings. Assia compares the company to its peers, including Royal Caribbean (RCL), and thinks they are facing various issues that make 2026 a transition year. Teri agrees, discussing “wave season” indicators and their new CEO. However, there are some tailwinds Norwegian can take advantage of. ======== Schwab N...

Joe Mazzola of Charles Schwab breaks down the April STAX report, which reflects the overall sentiment and strategies of Schwab investors each month. Caution continued for a second month, and buying rotated into ETFs and away from higher-beta tech. Net sells included Nvidia (NVDA), Amazon (AMZN), AMD (AMD), and Intel (INTC). Overall, STAX fell 10.6% in April to 50.1. However, Joe warns that Tax Day...

Scott Bauer takes us through today's top three trades. He talks about Spotify (SPOT) who he says had a "floor" installed as a comeback after being punished, Uber (UBER) having its recent repeated high points, and JPMorgan Chase (JPM) with a 200-day moving streak. Rick Ducat takes us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every inve...

Anthony Saccaro, President of Providence Financial & Insurance Services, explains why it’s strange the market is at record highs. “We are heading into a period…[where] investors think the market is a safe haven,” and he fears we may be “sleepwalking” into recession. He especially worries about investors close to retirement, offering some strategies to consider. ======== Schwab Network ========...

AI’s bottleneck is changing the flavor of markets, says Ted Thatcher of Bright Lake Wealth Management. He’s positioning in names that are growing margins with AI and particularly likes Oracle (ORCL), saying the Street has “forgotten” it’s one of the “four hyperscalers.” He’s also watching Microsoft (MSFT) and Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader,...

Palantir (PLTR) heads into earnings with elevated expectations as investors question whether its rapid growth can continue. Chris Wang of Runnymede Capital breaks down concerns around slowing revenue momentum and increasing competition from players like Anthropic. Wang also discusses broader headwinds for software stocks as AI reshapes the competitive landscape. Then, George Tsilis walks through a...

Marley Kayden breaks down GameStop's (GME) unexpected bid for eBay (EBAY), a move that could reshape competition with Amazon despite the size gap. Markets react with eBay climbing toward record highs while GameStop slips, as skepticism remains around the deal's viability. Joe Tigay says with a roughly 25% chance of closing by June, the proposal highlights the speculative forces driving tod...

Kevin Green examines markets opening the week strong despite the Strait of Hormuz tensions. Tech Stocks lead the charge while investors weigh economic data, including factory orders and unemployment trends. With mixed signals and rising volatility, KG questions if markets can sustain these highs or if a shift is coming. ======== Schwab Network ======== Empowering every investor and trader, every m...

Collin Martin breaks down rising yields driven by oil prices, warning that downside risks may outweigh upsides for investors. He highlights caution around interest rates while noting potential opportunities in fixed income if yields climb further. Beneath a steady unemployment rate, deeper labor market cracks, like the quit rates, suggesting growing uncertainty for workers. ======== Schwab Network...

Connor Browne covers the disconnect between the consumer and the market amid the AI trade and the war in Iran. He thinks investors should have some exposure to Mag 7 names but encourages investors to allocate to international or small cap equities. As a long-time watcher of Alphabet (GOOGL), he breaks down how it’s handling and profiting from the AI trade. Connor also likes Mercado Libre (MELI), s...

George Seay likes Cheniere Energy (LNG), Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), saying about the latter that he never wants to bet against the Ellisons. He also sees an opportunity to hold Netflix (NFLX) and Nike (NKE) – “you want to buy things that are completely out of favor.” Turning to the insurance industry, which he calls “so cheap,” he thinks Arch Capital (ACGL) is an “...

George Tsilis breaks down the top movers after Monday’s opening bell, highlighting key analyst calls and major headlines driving price action. Bernstein raises its price target on Sandisk (SNDK) to $1,700, while HSBC downgrades AMD ahead of earnings. Plus, a look at Berkshire Hathaway (BRK.B) reporting its first quarterly results following Warren Buffett’s retirement. George Tsilis breaks down the...

Markets head into a pivotal week with rising geopolitical tension in the Middle East threatening to disrupt the recent calm. Kevin Hincks breaks down how futures are reacting to headlines around a potential escalation between the U.S. and Iran. Beyond geopolitics, investors are focused on a heavy slate of economic data—especially jobs data—as well as a packed earnings calendar. Hincks highlights k...

Palantir (PLTR) has lost momentum as software stocks face growing concerns around AI disruption to their core businesses. Rick Ducat breaks down the technical setup, with shares recently stuck in a $130–$160 range and showing weak direction from key moving averages. With earnings approaching, Ducat highlights $130 as a critical support level and outlines a bearish example using a put vertical stra...

Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia’s Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion. Fears around hyperscalers appear overdone, with profit growth hitting its strongest levels since 2021. Silver also br...

Stocks continue pushing to all-time highs even as geopolitical tensions in the Middle East drive uncertainty and higher energy prices. Thomas Urano of Sage Advisory explains why the macro backdrop remains resilient. Urano points to solid economic data, steady growth, and a strong labor market as key supports for the economy. However, persistent inflation remains a sticking point, likely keeping th...