Schwab Network

It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge. Lumentum added to tech strength with its earnings beat, as did H&R Block (HRB) with its beat and raise. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Andrew Krei of Crescent Grove Advisors breaks down the latest CPI report, highlighting slowing core and super core services inflation and what it could mean for the Fed's next move. He also discusses the 10-year treasury yield, opportunities in short-duration fixed income, and why investors may want to look to Europe and Japan to diversify beyond AI-driven market concentration. ======== Schwab...

CPI hit in-line with Wall Street estimates, though Kevin Hincks says there's more to watch underneath the key headline numbers. He guides investors through the print and the market's breath of relief as stocks move higher. Kevin adds that expectations for Fed interest rate hikes "should come down" with signs of inflation cooling. However, crude oil remains a key point of interest...

Cisco (CSCO) shares have consolidated in a range near all-time highs since the company's previous earnings. Can Wednesday's report send the stock even higher? Rick Ducat adds perspective by highlighting key support and resistance levels for investors to keep in mind and offers an example options trade for the legacy tech firm. ======== Schwab Network ======== Empowering every investor and...

Cardinal Health (CAH) CFO Aaron Alt joins Morning Movers to discuss his company's earnings, which includes a reaffirmation of guidance and margin expansion. He also elaborates on Cardinal's recent acquisitions and ways it expands future earnings prospects. Aaron touches on the revenue miss as one that isn't significant, saying the company's many business arms add enough muscle to e...

Joanne Bianco offers her expectations on CPI just ahead of the print's release. She sees CPI as a critical metric for a Fed very reliant on the direction of inflation. Joanne outlines her thoughts on the direction of interest rates whether the print comes in muted or well-above or below expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

On Holding (ONON) shares stepped down to 52-week lows on Tuesday after its earnings underwhelmed the Street. Rachel Dashiell of Charles Schwab examines the key support and resistance levels to gauge where bulls can find their footing and make a sprint back toward yearly highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Bob Lang believes people are experiencing FOMO as stocks continue to show strength near record highs. He points to significant call-buying activity in Big Tech options like Palantir (PLTR), Nvidia (NVDA), and Microsoft (MSFT) as key indicators risk appetite is not fading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

Inflation is back on investors' radars with CPI hitting the wire to start Wednesday's trading session. Tom White tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to equities moving near all-time highs. CoreWeave (CRWV) is also catching lots of attention with its revenue surge and stock rally. ======== Schwab Network ======== Empowering every...

Nvidia (NVDA) makes a half-trillion-dollar financing plan for AI infrastructure. On Holding (ONON) sees its worst one-day sell-off on record. Apollo Global Management (APO) takes a stake in one of baseball's biggest teams. Marley Kayden discusses the top stories from Tuesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

While not as large as many Big Tech earnings as of late, Tuesday's slate of after-hour reports offer more color to the tech picture. Marley Kayden, Sam Vadas, and Alex Coffey discuss the earnings beats in CoreWeave (CRWV), Super Micro (SMCI), and Lumentum (LITE) along with the varying investor reaction to all three reports. ======== Schwab Network ======== Empowering every investor and trader,...

Sam Vadas focuses on moves outside of U.S. equities by explaining what's driving the selling action in Chinese stocks on Tuesday. Marley Kayden turns to the macro front by looking at the pressure on existing home sales. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Downloa...

ARK Invest's Brett Winton discusses how AI is becoming a powerful macroeconomic force, driving investment in data centers, cloud infrastructure and semiconductors. He highlights opportunities tied to Nvidia (NVDA), AMD Inc. (AMD), robotaxis and AI adoption, projecting trillions of dollars in new demand and economic activity by 2030. ======== Schwab Network ======== Empowering every investor an...

Henry Chin of CBRE highlights a 25% increase in U.S. commercial real estate transaction volume in the first half of 2026, pushing activity above pre-pandemic levels. He discusses how demand for data centers, modern logistics facilities and advanced manufacturing sites is creating new opportunities, with AI adoption, reshoring trends and strong leasing activity supporting continued growth. ========...

Harlan Cherniak of Macquarie Asset Management discusses how AI is accelerating investment in power grids, data centers and energy infrastructure. He highlights decarbonization, digitalization, deglobalization and aging demographics as key long-term drivers, while explaining how private infrastructure debt strategies can offer diversification and attractive yields for individual investors. ========...

Michael Willis, CEO of Cyber Hornet ETFs, compares this year's sluggish price action in the cryptocurrency space to 2022's crypto winter. He explains the "washout" Bitcoin and related assets are experiencing and how his company seeks to capitalize on current moves. Michael adds that newfound resilience in price action offer more room to run for assets. ======== Schwab Network ===...

Amplify ETFs CEO Christian Magoon explains how the Amplify High Yield ETF (HYGM) and Amplify Investment Grade ETF (LQDM) target 10% and 12% distributions through a combination of bond income and options writing. He discusses how the strategies can help hedge against rising interest rates while providing investors with a more consistent income stream. ======== Schwab Network ======== Empowering eve...

Colin Symons says Rocket Lab (RKLB) is working to become a "tier one" company in the same lane as SpaceX (SPCX). While earnings didn't excite investors and margin pressures loom, he sees long-term demand supporting lasting momentum. Jim Cantrell equates the whole space industry to a "frontier economy" that will require an abundance of capital and lots of time to expand. He...

CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberry. He sees the company's backlog and revenue growth as a huge plus but the "inside out" CapEx approach as one that remains shaky. Brian turns to CoreWeave's key competitor in Nebius (NBIS) and highlights its "full stac...

Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" as semiconductors. While some push back against data center construction, he argues "there are zero signs" that it's impacting business momentum. ======== Schwab Network ======== Empowering every investor and trader, e...

LikeFolio's Landon Swan breaks down Brinker International's (EAT) run to a 52-week high, driven by a 24% year-over-year increase in demand at Chili's following a successful brand turnaround and growing consumer interest in casual dining. He highlights improving margins and share repurchases, while questioning whether the stock's rapid rise has pushed expectations too high. ========...

Life360 (360) CFO Russell Burke discusses the company's Q1 earnings, highlighting its milestone of surpassing 100 million monthly active users and a 38% increase in revenue. He explains how Life360 is expanding beyond its family location roots into a broader platform, while detailing the advertising business' growth and addressing investor concerns over the stock's performance amid mar...

Marley Kayden and Rick Ducat dive into today's Big 3 by focusing on stocks that are reporting earnings this week. They discuss key headlines and technical analysis on Super Micro (SMCI), Cisco (CSCO), and Lumentum (LITE) ahead of their reports. Rick also offers a glimpse into options activity to gauge where traders are bracing for post-earnings moves. ======== Schwab Network ======== Empowerin...

Matt Tuttle has one eye on yields, noting that if the 10-year hits 5%, Wall Street sentiment can quickly turn bearish. He points to CPI as the key catalyst that he sees moving the needle on yields. It comes as Nvidia (NVDA) leads a $500 billion financing effort for AI infrastructure, something Matt doesn't see as concerning so long as AI demand persists. He also likes gold at current prices. =...

The post-earnings sell-off in On Holding (ONON) is an opportunity, argues Dale Smothers, making the case that fundamentals for the company remain intact despite slowing sales. The stock hit 52-week lows after releasing its report. Dale points to margins and direct-to-consumer growth as key positives from the earnings but believes further strength also hinges on the macro environment. Tom White off...