Schwab Network

Dryden Pence believes Meta Platforms (META) needs to show ways it can maintain a dominant position in the AI race, even if that means raising CapEx once again. He calls the spending an investment that will serve as a catalyst down the road. Its AI growth, paired with a global social media net, are two Dryden sees lifting earnings. He lists Broadcom (AVGO) and RTX Corp. (RTX) as other top stock pic...

Futurum president Dan O'Brian breaks down some of this week's Mag 7 earnings by highlighting ongoing supply constraints across the industry. He reviews how major AI stocks are performing on a broader scale with a close eye on Apple (APPL) and notes on what investors can expect to be surprised by this week. Dan also weighs on AI CapEx and the roadmap for Big Tech firms to deliver on ROI. ==...

LikeFolio's Andy Swan breaks down Starbucks’ (SBUX) growing challenges as the company looks to regain consumer loyalty amid rising competition. LikeFolio data shows declining web traffic as rivals such as Dutch Bros (BROS), McDonald’s (MCD), and Dunkin’ gain traction. Swan warns that pricing pressure, higher costs, and a brand reset could make a near‑term turnaround harder than Wall Street exp...

Seth Schachner and Corey Martin examine Spotify’s (SPOT) post‑earnings drop after the company delivered cautious subscriber guidance and fell short of the 300 million premium milestone. They question whether future price hikes could further slow U.S. growth as competition from Alphabet’s (GOOGL) YouTube intensifies. The pair also discuss Spotify’s margin pressures, podcast and audiobook expansion,...

Tiernan Ray calls this week the "Super Bowl" of earnings, which now faces headwinds from reports that OpenAI missed sales metrics. He takes investors under the waves of the AI trade and highlights the undercurrents creating long-term risks, from software's sell-off to powering AI data centers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Op...

"Good on earnings is not good enough," says Jeffrey Small in previewing the string of Mag 7 earnings reporting Wednesday and Thursday. He argues guidance is the more important metric. That said, he sees most of Big Tech as a buy, saying, "we may not see prices like this" for a long time again. Jeffrey's top picks in the Mag 7: Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOO...

Jessica Inskip takes us through today's Big 3 trades tied to the AI trade. She points to T-Mobile (TMUS) having strong cash generation and a 2.3% dividend yield, Credo (CRDO) enhancing capability in large scale AI networks, and notes Marvell (MRVL) as a higher beta play serving as a solution to a key AI bottleneck. Rick Ducat walks through the key technicals in the stock charts. ======== Schwa...

Marley Kayden and Tim Biggam talk about the high and lows of UPS Inc. (UPS). Marley says the company is up 4% this month and beat on revenue, but moved lower due to cautious guidance. Tim Biggam argus UPS is ultimately a stock going nowhere, however, it will not be one affected too negatively by AI. He offers an example options trade for UPS stock. ======== Schwab Network ======== Empowering every...

"The hottest trade on Wall Street" faces new pressure from OpenAI, says Charles Schwab's Nate Peterson, noting the possibility that semiconductors as a group are forming an "island top." He believes any dent to the AI demand picture as the Mag 7 report earnings will lead to further downside. Nate has his eyes on revenue projections as the biggest tell to a potential shake-u...

Stephen Biggar breaks down Visa’s (V) earnings setup as shifting consumer behavior and a K‑shaped recovery shape spending trends. He highlights Visa’s continued share gains, strong margins, and exposure to cross‑border risks tied to Middle East tensions, while noting resilience among affluent consumers signaled by American Express (AXP). Tom White demonstrates an example trade. ======== Schwab Net...

Vince Lorusso, President and CEO of Clough Capital, says today’s market rewards active investing as gaps widen between winners and losers. He explains how one strategy focuses on long‑term growth themes like rising demand for computing power, while another looks to protect portfolios from weakening consumer trends. Lorusso also cites individual stocks such as Five Below (FIVE), Workday (WDAY), Wix...

Indrani De explains how Middle East tensions are reshaping markets, embedding a permanent risk premium in oil while pushing investors toward new defensive plays. She argues that mega‑cap tech names like Apple (AAPL) and Microsoft (MSFT) now function as defensives, while A.I. supply‑chain leaders in Taiwan and South Korea, including TSMC (TSM), benefit from risk‑on sentiment. De also highlights lis...

Kevin Green helps investors break down the tough market environment as tensions in Iran and Lebanon escalate, sending crude oil back above $100 level. He says Big Tech and AI momentum continue to carry markets as key earnings approach, including Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) among others. ======== Schwab Network ======== Empowering ev...

Nancy Tengler talks all about tech as five Mag 7 companies ready to report earnings. She believes Big Tech remains a key long-term trade due to their earnings growth. Nancy talks about how some of these companies and other emerging tech play into the Wedbush Laffer Tengler New Era ETF (TGLR). She turns to earnings ahead and her expectations, from Mag 7 firms like Apple (AAPL) to consumer discretio...

There's a slew of earnings that Diane King Hall talks investors through at the start of Tuesday's trading session. She notes weaknesses in Corning's (GLW) latest report after the stock shined as an outperformer so far this year. UPS Inc. (UPS) beat, but as Diane points out, there's concerns surrounding domestic sales trends for the company. Coca-Cola (KO) shined as a winner, both i...

Chris Zaccarelli says strong earnings growth continues to support the market even as geopolitical risks and elevated oil prices fuel caution. He looks ahead to Magnificent Seven results from Microsoft (MSFT), Alphabet (GOOGL) and peers, while recommending a market‑weight stance on tech due to stretched valuations. Zaccarelli favors industrials and financials, highlighting potential upside for tran...

Kevin Hincks talks about the Wall Street Journal article that says OpenAI failed to meet key sales metrics. He believes markets are worried it will create ripple effects throughout the AI trade. Kevin adds that this headline adds more importance on Mag 7 guidance and how they tackle the long-term outlook for AI. He later turns to the Fed's interest rate decision Wednesday and how Jerome Powell...

Seagate (STX) shares have rallied over 600% year-over-year and over 100% so far in 2026. Rick Ducat points out trading opportunities he sees in the stock just ahead of the memory chip company's earnings after Tuesday's closing bell. Tom White turns to an example options trade for Seagate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invol...

Atomic-6 CEO and founder, Trevor Smith, explains how the aerospace company is using space tech to drive AI's next big step by creating data centers in the final frontier. He talks about how Atomic-6 is taking inspiration from data centers on Earth to meet rising demand. As Trevor explains, "we get to use the full power of the sun and the free cooling of space." ======== Schwab Networ...

Joseph S. Moore, author of How to Get Rich in American History, talks about how the U.S. has grown more "risk averse" despite ongoing economic uncertainty. He argues that there's also more opportunities than wealth than ever, you just have to look in the right places. Joseph also explains why he tilts bearish on cryptocurrencies by turning back the history pages. ======== Schwab Netw...

Questions of AI spending are back in the crosshairs yet again as reports signal OpenAI couldn't hit the mark on sales goals. Kevin Green joins Schwab Network from the Chicago studio to talk about how it will likely ignite a "healthy pullback" in markets. On crude oil, KG talks about the commodity's price action and its move back over $100. He sees the key culprit as the U.S. and...

Charles Schwab's Ben Watson believes investors are selling into Starbucks (SBUX) strength heading into the coffee giant's earnings. He highlights key metrics in the 10-day chart backing his analysis. On the long-term chart, Ben sees resistance not far above the stock's current price. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

For Monday's Final Takeaways, Marley Kayden talks about Microsoft (MSFT) amending their partnership with OpenAI, while Sam talks about another Mag 7 name in Meta Platforms (META) as China blocks the social media giant's Manus acquisition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Be...

CFRA's Angelo Zino talks about the companies he perceives as the winners and losers of the upcoming Mag 7 earnings slate. He sees Alphabet (GOOGL) as the biggest winner and Meta Platforms (META) having the most trouble due to an unclear profit roadmap from its 2026 CapEx. Angelo believes companies highly tied to AI cloud growth will back its spending with better ROI metrics. ======== Schwab Ne...

Jeffrey Katz says securitized fixed income offers a compelling alternative to traditional bonds by providing yield, diversification, and lower equity correlation. He explains how assets tied to mortgages, autos, and consumer credit can help manage volatility and interest‑rate risk. Katz adds that the flexibility of the securitized market allows investors to navigate credit risk even as geopolitica...