Schwab Network

Eric Clark previews Home Depot's (HD) upcoming earnings report as the company looks to improve on its recent underperformance versus Lowe's (LOW) and the broader market. He examines the impact of housing market challenges and key drivers to watch in the quarter. Tom White looks at a bullish options strategy for investors looking to capitalize on a potential post-earnings move. ======== Sch...

OpenAI is moving away from relying on third parties like Microsoft (MSFT) and Oracle (ORCL) and stepping up to become its own frontrunner in the AI compute race, says Marley Kayden. She outlines how the ChatGPT maker is getting help from Nvidia (NVDA) as it seeks to open a 10 gigawatt data center in Ohio. Prosper Trading Academy's Charles Moon offers an example options trade for the Mag 7 stoc...

Charles Schwab's Collin Martin says rising crude oil prices are "one part of the puzzle" behind the uptick in yields, though he believes other factors are at play. Despite elevated fixed income pricing, he sees the U.S. economy as resilient in the face of benign inflation data. However, Collin sees pressures from foreign investors, especially in Japan. When it comes to the Fed, Colli...

Milissa Hutchinson discusses why the AI investment theme remains a powerful market driver while highlighting opportunities beyond the Mag 7 and U.S. equities. She points to small-cap stocks as attractive beneficiaries of the AI innovation cycle and explains why current bond yields, particularly in municipal bonds, offer compelling income opportunities for investors. ======== Schwab Network =======...

Larry Werther examines the latest retail sales and inflation data and explains why he expects the Fed to hold steady in September. He discusses the resilience of the U.S. consumer, the impact of AI-driven business investment, and what current market valuations signal for the broader economy, including insights on Target (TGT) and Walmart (WMT). ======== Schwab Network ======== Empowering every inv...

George Schultze discusses a choppy market environment and explains why he favors individual stock selection over broad market exposure. He shares a bullish outlook on energy producers, argues the Mag 7 are overvalued, and highlights Bayer as an undervalued opportunity with significant upside potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

It's a mixed picture to kick off a new trading week. Sam Vadas highlights softness in the software space that includes a downgrade in Workday (WDAY). However, Okta (OKTA) was tapped with an upgrade. On the international front, Sam talks about Alibaba (BABA) and how its Qwen AI models have been downloaded 3 billion times, which is more than Meta Platforms (META) and Alphabet (GOOGL). ======== S...

The official memorandum of understanding expires today between the U.S. and Iran, though as Kevin Hincks points out, it never mattered that much to begin with. He tells investors to keep an eye on crude oil prices as tensions appear to be on the rise once again. In equities, Kevin is watching earnings in big box retail like Walmart (WMT) and Target (TGT) among as a gauge for consumer strength. ===...

Fabrinet (FN) will report earnings after Monday's close as shares rebound from a recent plunge in stock price. Rick Ducat talks about the company's ties to optics and photonics that helped generate more interest in the company before highlighting key support and resistance areas in the chart. He turns to an example options trade for Fabrinet. ======== Schwab Network ======== Empowering eve...

Max Baecker says the crisis behind gold's sluggish price action is not because of gold itself but instead the U.S. debt situation. He offers his key reasons backing the bull case, from central bank buying to an ever-evolving Fed structure and lasting geopolitical uncertainty. Max also makes the distinction between gold and silver when it comes to AI as gold enters the "first or second inn...

The AI growth story remain intact but the other sectors of the economy need to catch up, says Garrett Melson. He points to corners of Wall Street he says have not seen as much growth as he expects. On the health of the consumer, he sees new headwinds from inflation and the job market creating new downside risks. Garrett brings the discussion full circle to AI and explains why he doesn't see Ca...

CrowdStrike (CRWD) have consistently pushed higher throughout the last three months, with Charles Schwab's Kevin Horner highlighting key areas where resistance became new support. "Bulls are very enthused" with what they see though moment appears to wane, says Kevin. He turns to the one-year chart to show how bulls are struggling to maintain current levels. ======== Schwab Network ==...

This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an...

This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also t...

It was a dominant week for tech as SanDisk (SNDK) closed as the S&P 500's (SPX) best performer, with Super Micro (SMCI) not far behind after its earnings. Tapestry (TPR), however, became one of the week's worst stocks. Marley Kayden helps investors close out a headline-packed trading week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Friday's new round of economic data disappointed on the macro front, though tech earnings throughout the week from companies like CoreWeave (CRWV), Nebius (NBIS), Super Micro (SMCI), and Lumentum (LITE) added equity muscle. Marley Kayden and Sam Vadas take investors through Friday's top takeaways. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Thomas Martin discusses the staying power of the AI trade and highlights Palantir (PLTR) as a company moving from AI experimentation to real-world adoption. He also examines the growth potential of Sphere Entertainment (SPHR) and the steady execution story at U.S. Foods (USFD), while emphasizing the importance of diversification in today’s market environment. ======== Schwab Network ======== Empow...

Ara Kharazian examines how U.S. businesses are adopting AI, noting that while AI usage is widespread, spending remains concentrated among a relatively small group of companies. He also discusses the growing appeal of open-source and Chinese AI models, and highlights how leading firms are focusing on productivity-enhancing applications that generate measurable returns on investment. ======== Schwab...

As international markets curb back on single-stock leveraged ETFs, Direxion's Global ETF Strategist Bilal Little talks about how his firm is boosting exposure for stocks like SpaceX (SPCX). He talks about the firm's new Daily SpaceX Bear 2x ETF (LOFD) and ways investors can use it while cautioning of risks that come with the product. Bilal also highlights similar ETFs tied to Tesla (TSLA). =======...

Hitha Herzog explains why July's retail sales miss does not signal a major slowdown in consumer spending. She points to the timing of Amazon's (AMZN) Prime Day and spending data from Block's (XYZ) Cash App and Afterpay, showing consumers remain active but are prioritizing essentials such as groceries, utilities and dining. She also discusses what retailers should consider as they prepa...

Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) record close and highlights the key technical levels traders should watch for signs of either a pullback or continued upside. He also examines the bullish chart setups in Oscar Health (OSCR) and Chevron (CVX), outlining breakout patterns and potential upside targets for both stocks. ======== Schwab Network ======== Empowerin...

Henry Greene of KraneShares discusses the KSTR ETF, which provides exposure to China’s technology and semiconductor sectors through innovative companies listed on the STAR Market. He also introduces the firm's new LUMA ETF, explaining how photonics and optical communications technology could help solve the data bottlenecks created by growing artificial intelligence demand. ======== Schwab Netw...

Morningstar Wealth’s David Swartz breaks down why July retail sales slowed from June, pointing to Amazon (AMZN) Prime Day timing, tourism shifts and higher gas prices. He also examines how tariffs may be affecting retailer inventory decisions and explains why elevated energy costs could pose a bigger long-term threat to consumers than additional Fed rate hikes. ======== Schwab Network ======== Emp...

Scott Martin addresses reports that private equity firm Silver Lake seeks to acquire Workday (WDAY), a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere." Scott dives further into Workday and the software trade, naming Salesforce (CRM) and Adobe (ADBE) a...

Ben Emons believes Applied Materials (AMAT) remains strong in the AI trade despite Friday's post-earnings sell-off. However, China revenue shows some weakness, and Ben is keeping an eye on how that will affect demand for the company's products. Supply constraints also pose a challenge to future earnings strength. ======== Schwab Network ======== Empowering every investor and trader, every...