Schwab Network

Jack Lynch discusses how AI is becoming a CEO‑level mandate in wealth management as firms overhaul their technology stacks to unify data and drive personalization. He highlights the rise of autonomous AI agents that can handle complex operational tasks. Lynch argues this shift marks a reinvention phase for asset managers, rewarding firms with clear growth paths and disciplined AI integration. ====...

Direxion’s Mo Sparks makes the case for broad commodity exposure as a hedge against ongoing macro volatility. He explains how the Direxion Developed Markets Strategy ETF (COM) uses a rules‑based approach to rotate across commodities like crude oil, natural gas, wheat, and sugar. Sparks argues commodities remain underrepresented in portfolios and can serve as a key diversifier when stocks and bonds...

On Big Moves, one of Schwab Network's newest segments, Tom White discusses Micron (MU), Nvidia (NVDA), and Intel's (INTC) climbs to new record highs. Micron is up 500% year-over-year and up 45% this month alone. Nvidia options saw three times the normal daily value as shares hit all-time highs, while Intel (INTC) continues its post-earnings pop. Tom offers example options trades for all th...

Dolly Lenz and Jenny Lenz warn that New York City’s luxury housing market could cool sharply as lawmakers consider a recurring tax on high‑value second homes. They discuss pushback from high‑net‑worth buyers and developers like SL Green (SLG), along with risks of capital flight to lower‑tax regions. The duo also examines regional divergence in housing demand, rising insurance pressures, and why bu...

Market Rebellion CEO, Marc Lopresti, talks about tech names on his radar beyond the Mag 7 with his take on Spotify (SPOT). He sees a wide runway ahead for the music streamer as it seeks to take market share from Apple (AAPL). When it comes to the Mag 7, Marc is cautious on Apple for other reasons and likes Nvidia (NVDA) more than other Big Tech peers. He touches on the crypto space and explains wh...

John Freeman and Ron Westfall discuss Apple (APPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as all Mag 7 giants ready for earnings this week. Both remain wary on Apple, while Ron favors Amazon while John backs Alphabet and Microsoft. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Anthony Fanzo, President and CEO of The Bachrach Group, says the U.S. entry‑level job market is stabilizing, but success for new graduates increasingly depends on a return to in‑office work. He explains how candidates are prioritizing mentorship and hands‑on learning as hybrid flexibility fades. Fanzo also discusses how AI—much like early Microsoft (MSFT) adoption—has become a core skill baked int...

Spotify (SPOT) continues to grow at a "very significant" pace, says LikeFolio's Andy Swan. Worries of Apple (AAPL) Music eating Spotify's market share have vanished, with Andy believing Spotify has taken some of Apple's audience. Though Wall Street reevaluated the stock in recent months, Andy sees new opportunity in the sell-off. ======== Schwab Network ======== Empowering ev...

Jason Brown breaks down today's Big 3 trades as stocks hover near all-time highs. He points to Ciena (CIEN) as a nice sleeper play for AI with first quarter revenue rising to $1.4 billion, notes new AI driven opportunities for SLB (SLB), and says Adobe (ADBE) had great earnings but continues to sell off with the forced takeover of AI. Rick Ducat takes us through key technicals in the stock cha...

Brant Standridge, president of consumer and regional banking at Huntington Bancshares (HBAN), breaks down the company's latest earnings. He highlights growth in payments and wealth management, early success from new partnerships, and a widening divide between healthy commercial clients and lower‑income consumers feeling inflation pressure. Brant also discusses Huntington's unconventional g...

Dr. Ariel Cohen and Anthony Rapa break down the growing strain on global energy markets as conflict disrupts critical infrastructure and threatens the Strait of Hormuz. Anthony notes it will take years before energy infrastructure gets back to where it was, and Dr. Cohen says the scarcity of oil is pricing the market. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Andrew Arons stays bullish on U.S. equities, citing record earnings and relentless A.I. infrastructure spending despite soft consumer sentiment. He looks ahead to Magnificent Seven earnings from Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL), Amazon (AMZN), and Apple (AAPL) as the next catalyst, highlighting AMD Inc. (AMD) as a prime AI beneficiary. Arons also flags Cava (CAVA) for cons...

Tom Essaye breaks down UPS’s (UPS) structural reset as the company shrinks its footprint, exits low‑margin volumes like Amazon (AMZN), and targets long‑term profitability despite near‑term earnings risk and rising fuel costs. He focuses on guidance durability and the path to 2027 margins. Tom White adds a “paid‑to‑wait” covered call strategy, using UPS’s dividend and elevated volatility ahead of e...

Marley Kayden talks about CrowdStrike's (CRWD) upgrade and what the effects look like in the coming weeks. Prosper Trading Academy's Mike Shorr offers an example options trade for CrowdStrike and touches on market metrics, noting the flood of earnings to watch throughout the week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Charles Schwab's Collin Martin believes we will see a new Fed Chair soon with the probe into Jerome Powell dropped and Kevin Warsh's testimony to the Senate wrapped. The leadership change doesn't come with a change in interest rate outlook, says Collin. An uncertain path ahead for inflation remains a key headwind for the FOMC to cut rates. ======== Schwab Network ======== Empowering ev...

Phil Blancato says a heavy week of economic data and big tech earnings could expose growing market imbalances despite recent strength. He warns of extreme concentration and overbought conditions in semiconductors, suggesting profit‑taking in names like Micron (MU) and rotation into undervalued small‑ and mid‑caps. Blancato also favors developed international markets as investors weigh Fed policy s...

Kevin Green talks about the crude oil setup in the market this past week and how price action tests resistance. KG says oil prices have been able to move up and stabilize as disagreements between the U.S and Iran on the latter's nuclear program continue. He also touches on China's production capacity around the country, noting 80% of Iran's oil exports are going to China. ======== Schw...

Tim Quast evaluates the Mag 7 using supply‑and‑demand signals rather than earnings hype ahead of a major big tech week. He sees Apple (AAPL) and Microsoft (MSFT) with the strongest setups, warning that Meta Platforms (META), Alphabet (GOOGL), and Amazon (AMZN) may be overextended. Quast argues market mechanics and derivatives positioning matter more than narratives this earnings season. ======== S...

Verizon (VZ) posted and earnings beat but slightly missed on revenue expectations. Domino's Pizza (DPZ) couldn't serve its own earnings beat. Memory chip stocks like Seagate (STX), SanDisk (SNDK), and Western Digital (WDC) continue to gather bullish optimism from analysts seen in Cantor Fitzgerald's price target hikes. George Tsilis talks about the biggest stock movers just after Monda...

Dina Ting says stretched U.S. valuations are boosting the case for international diversification, highlighting Taiwan and Japan as key beneficiaries of ongoing A.I. spending. She points to FLTW ETF for semiconductor exposure and FLJP ETF as Japan re‑rates toward a more shareholder‑friendly market. Ting adds that A.I. capex remains essential as earnings approach for Alphabet (GOOGL), Meta Platforms...

Kevin Hincks hit some of the key headlines surrounding the U.S., Iran, and the Strait of Hormuz creating undercurrents in Wall Street as it braces for Mag 7 earnings later this week. Also on Kevin's radar: the Fed's interest rate meeting and decision, along with the future of its leadership under Kevin Warsh. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Spotify (SPOT) shares have slumped over the last year of trading, falling 14% while other music peers soared. Rick Ducat explains what's driving the down action by highlighting key support and resistance areas in Spotify's one-year stock chart. Tom White offers an example options trade for the streaming giant. ======== Schwab Network ======== Empowering every investor and trader, every mar...

With five of the Mag 7 companies on the earnings slate this week, Joe Maginot has his eyes on the CapEx figures they drop. If revenue figures in Big Tech fall below Wall Street estimates, Joe urges investors to brace for volatility. He turns to the supply and demand story between hardware and software giants to highlight his big picture for the AI trade. ======== Schwab Network ======== Empowering...

Ahmed Riesgo urges investors to have a "broad, diversified approach" in their portfolios. He explains how his firm is navigating energy disruption in the Strait of Hormuz and the red-hot AI trade to balance risk. When it comes to the Fed, Ahmed says the one unknown factor of this week's meeting is whether Jerome Powell will remain as Fed Chair now that the Department of Justice dropp...

CrowdStrike (CRWD) got an upgrade from Mizuho, lifting shares ahead of Monday's trading session. Rachel Dashiell with Charles Schwab shows how the stock has wavered between support and resistance areas while offering insight into key levels for bulls and bears to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not su...