Schwab Network

Ted Rossman of Bankrate.com says the typically strong spring homebuying season has been slower in 2026. He addresses elevated 30-year mortgage rates, but says they are still lower than a year ago. Ted notes a 6.00% mortgage rate is a notable psychological level for homebuyers, as a large number of homeowners locked in lower rates in the COVID-19 pandemic. He weighs in on a "cooling" in m...

Even with markets facing "a lot of pressures from a lot of directions," Kevin Hincks says the market is looking at lower crude oil prices as potential relief. Kevin labels last month's performance as a "virtual melt-up" as it was the best single-month performance since 2020. He adds a rally from Apple (AAPL) could lift the S&P 500 (SPX), Nasdaq-100 (NDX) and Dow Jones (...

Rick Ducat wraps up a busy earnings week with a look at the Roundhill Magnificent 7 ETF (MAGS). Breaking down the technical patterns on the chart, he highlights the V shaped recovery taking place in April. Rick underlines upside resistance near $68 with $63 acting as a long-term support over the past year. Later, he composes an example options trade for MAGS, buying a call vertical with a bullish...

Restaurant Wars isn't just a Top Chef competition. It's a battle brewing between publicly traded names like Chipotle (CMG), Starbucks (SBUX) and others. R.J. Hottovy joins Diane King Hall to discuss the ongoing efforts from restaurant chains to draw in customers. He believes Starbucks' new strategy to "return to the coffee shop" is working. In terms of weaker names in the spa...

The earnings story this week reaffirmed a "separation" within the Mag 7, says Phil Rosen. He sees Alphabet (GOOGL) distancing itself from the rest of the megacap tech names, saying "it will win the race to $5T." Phil adds that he is "very bullish" on GOOGL and labels it his pick for the year ahead. On the broader market performance, April's rally was the best sing...

Ahead of next week's earnings event, Rachel Dashiell dials up the chart patterns to track for AMD Inc. (AMD). She says recent RSI momentum patterns have been giving a "warning" of possible waning to the upside. Rachel identifies near-term upside resistance around $352/$355 with the first downside support levels coming in around $345. Zooming out to a 9-month timeframe, she illustrate...

Kevin Green says even with some background geopolitical concerns, the market performance trend is still higher. The S&P 500 (SPX) notched its first close above 7,200 in addition to the Nasdaq-100 (NDX) hitting a new closing high as well. Then, KG chimes in on Apple's (AAPL) latest quarterly report card with the iPhone maker revealing "extraordinary" demand, but also a cautionary...

All 4 indices closed higher despite a mixed picture from Mag 7 stocks. Marley Kayden walks through the earnings reports of Apple (AAPL), SanDisk (SNDK) and Western Digital (WDC) before examining Thursday's selling action in Microsoft (MSFT) and Meta Platforms (META). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

Marley Kayden and Sam Vadas provide a few market thoughts before closing out the day. Marley highlights this morning's significant economic data prints as well as California crossing above the $6/gallon mark at the pump. Meanwhile, Sam Vadas looks abroad to South Korean markets rising on the heels of Samsung's earnings beat. For Friday, the duo circle Apple (AAPL) earnings reaction in addi...

Apple (AAPL) earnings are out and the "extraordinary demand" for iPhone 17 products shows its hardware business continues to hold a strong grip on smartphone market share. But for Stephen Sopko, he's waiting to hear more about its AI exposure. "I like to say that Apple is the largest Edge AI company in the world," he says. Stephen wants to know how much AI processing occurs...

Apple (AAPL) earnings clocked in higher than 2Q estimates, with iPhone revenue of $56.99b just edging above the Street's forecast of $56.98b. George Tsilis joins the earnings coverage immediately following the print as Apple shares more insights into its CEO transition plan from Tim Cook to John Ternus. The company revealed "extraordinary demand" for its iPhone 17 lineup and touted a...

Olivier Blanchard breaks down Apple’s (AAPL) earnings setup as the company approaches a leadership transition and refocuses on hardware innovation. He argues Apple’s measured, late‑mover approach to AI helps it avoid costly capex pitfalls facing other big tech firms, while preserving flexibility through partnerships. Blanchard also highlights the growth of services, the iPhone 17 cycle, and Apple’...

Memory stocks SanDisk (SNDK) and Western Digital (WDC) topped current quarter estimates but both stocks dipped sharply on their earnings reports. Alex Coffey joins the Market on Close earnings coverage to examine these moves, saying it is could be a "buy the rumor, sell the news" type of event. He says Western Digital is "saying all the right things" in its earnings press relea...

Shay Boloor joins Market on Close to discuss the different directions some of the Mag 7 stocks are going after announcing another quarter of massive AI spending. He points to positive verticals for Alphabet (GOOGL) saying that "search is not dead" with Google owning a fully connected ecosystem from TPUs to its consumer software offerings. Shay admits he's confused by market reaction...

David Doyle of Macquarie Group warns that the Fed’s easing bias is fading as sticky inflation and internal dissent raise the odds of another rate hike. He breaks down what Jerome Powell staying on the Board could mean amid a looming leadership transition and why markets may be underestimating the Fed’s resolve. Doyle also points to resilient consumer spending at companies like Starbucks (SBUX) and...

Simeon Hyman explains why strong earnings continue to support markets despite geopolitical risk and rising energy prices. He highlights the need to manage tech concentration using tools like the S&P 500 ex‑Technology ETF (SPXT), while outlining tactical ways to gain commodity exposure as energy and metals prices climb. Hyman also breaks down how crude oil, copper, platinum, and palladium strat...

SanDisk (SNDK) shares have risen more than 3000% over the past year. Andrew Graham and Diane King Hall discuss the momentum in the memory stock as it prepares for earnings after Thursday's close. He believes Western Digital (WDC) may have a "tougher time" saying SNDK could have taken market share. For the broader memory group, he sees another 2-3 quarters of higher price activity for...

Andrew Wang and Arun Sundaram break down Amazon’s (AMZN) blowout quarter as strong earnings and record margins reignite the bull case. They highlight accelerating growth at Amazon Web Services, now running at a $150B annual pace, and the company’s expanding custom silicon strategy with Trainium and Graviton chips. The duo explains how internal chip adoption could drive major capex savings and asks...

Adam Lynch says Bitcoin has strongly rallied off of its February lows and is up about 10% this April. He suggests that if Bitcoin breaks the $80k resistance level, it could surge toward the $85k range. Adam also highlights that upcoming Federal Reserve rate decisions could impact crypto markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Sam Miller says the markets can tolerate some volatility as long as earnings grind higher. He joins Alex Coffey on Next Gen Investing with his broader takeaways on the current investing landscape. As it relates to inflation, Sam sees oil as the "dominant variable" weighing on prices and goods tied to higher energy costs. He explains the reasons why a "higher for longer" rate en...

Likefolio's Landon Swan joins Fast Market to preview Roku Inc. (ROKU) earnings ahead of the streaming company's latest print. He shares the latest consumer sentiment data for Roku underperforming its stock price. Landon is paying closer attention to Roku's forward guidance as he anticipates more investor focus on subscription and advertising revenue streams. He says Likefolio is neutra...

Marley Kayden brings in Trading 360's panel of Keith Gangl and Ken Mahoney to discuss Meta Platforms (META) after earnings. Keith describes the current landscape as an "AI arms race," driving heavy spending from Mag 7 companies. Ken adds Facebook's parent company could feel like "quicksand" for a while and that his firm is avoiding META altogether. ======== Schwab Netwo...

Hippo Insurance (HIPO) CEO Rick McCathron joins Trading 360 to provide insights on his company's 1Q earnings figures and the overall profitability of Hippo's business model in the insurance space. He describes ongoing efforts to diversify away from a larger homeowner segment to cover more weather events. Later, Rick talks about state-by-state coverage differences and explains how they appr...

Dan Deming takes us through today's big 3 trades. He points to Costco (COST) for "finding its footing" and challenging new highs, CVS Health (CVS) remaining one of the highest earning pharmaceutical companies, and Marathon (MPC) from technical and fundamental standpoints. Rick Ducat takes us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering e...

Christopher Vermeulen breaks down a volatile earnings-driven market marked by sharp divergences within the Magnificent Seven, as Meta Platforms (META) slides and Alphabet (GOOGL) rises. He says the current sideways action is a healthy reset for momentum ahead of results from Nvidia (NVDA). Vermeulen also highlights bullish technical setups in the Global X Lithium & Battery Tech ETF (LIT) and t...