Schwab Network

Charles Schwab's Cooper Howard talks about what he expects the upcoming FOMC minutes will tell us about the Fed's direction under Kevin Warsh. He discusses fixed income strategies to consider as crude oil prices cool but inflation concerns stay elevated. Cooper adds that the Fed is likely to remain on hold for interest rates but admits Friday’s job report gave the Fed some runway. ========...

Frances Stacy examines how falling commodity prices could influence Fed policy and the inflation outlook. She also discusses the shift in AI financing, gold's role as a hedge, portfolio strategies beyond the traditional 60/40 mix, and the potential for a near-term market pullback. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Jay Woods believes Wall Street's on the right path but sees turbulence in the coming weeks. He sets the stage for earnings season with big banks set to report next week, highlighting the good, bad, and ugly market moves he expects to see. Jay also talks about some of his favorite stocks across several different sectors, from Citigroup (C) and Biogen (BIIB), to Coca-Cola (KO) and Snowflake (SNO...

Diane King Hall discusses this morning’s top moving stocks at the opening bell. She says AMD Inc.'s (AMD) price target was raised at Goldman Sachs and ASML’s (ASML) price target was raised at Bernstein. Diane also discusses Bernstein’s downgrade on Datadog (DDOG). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Gabelli Funds' Justin Bergner explains why markets have remained resilient despite economic headwinds. He discusses the outlook for interest rates, highlights value opportunities in Honeywell (HON) and Genuine Parts (GPC), and shares why he remains cautious on long-term AI spending trends. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Semiconductors are "the most important part of the market" right now, says Alex Coffey. He notes all the attention on Micron (MU), SanDisk (SNDK), and other AI memory stocks that helped move markets substantially in recent weeks. Alex adds that last week's jobs report will likely slow momentum in markets as investors raise concerns around the economic picture. ======== Schwab Network...

Rick Ducat points to Pfizer (PFE) as an underperformer in the healthcare sector and greater S&P 500 (SPX). However, shares of the company show some signs of strength that Rick believes sets the stage for a rebound even after the stock was hit with a recent downgrade. He offers a bearish options trade for Pfizer. ======== Schwab Network ======== Empowering every investor and trader, every marke...

"The U.S. outperformance story remains resilient," says Jayme Colosimo, who talks about tech broadening beyond the Mag 7 as a sign of strength. A signal of weakness she sees: the jobs market, highlighted by recent data. At the same time, Jayme doesn't see much concern on the inflation front that will lead to interest rate hikes. She urges investors keep an eye on the IPO story follow...

Apparent bullish momentum in Datadog (DDOG) shares have stalled, as Rachel Dashiell of Charles Schwab shows the new picture forming in the stock chart. She explains how a potential pullback in Datadog points to a buying opportunity for traders. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork....

The Fed's plans to create task forces to monitor economic data will help keep the FOMC on track to hold interest rates, says Yelena Shulyatyeva. That said, she tells investors to brace for hawkish FOMC minutes hitting the wire this week. Yelena also explains why she doesn't see inflation becoming a long-term overhang and points to other risks in the jobs market. ======== Schwab Network ===...

Rotation is the theme of markets right now, says Tom White, pointing to selling in AI chip stocks while other corners of Wall Street rallied. Memory stocks remain in focus, as Tom points to movers like Micron (MU) in the U.S. and SK Hynix abroad with plans to make a domestic debut. Sticking with tech headlines, Meta Platforms (META) CEO Mark Zuckerberg stated he's disappointed with the progres...

Applied Materials (AMAT) is becoming one of the biggest beneficiaries of the A.I. semiconductor buildout, supplying the advanced manufacturing equipment needed to produce next-generation chips. In this Tech Corner, George Tsilis breaks down how Applied Materials is capitalizing on surging demand for advanced packaging, DRAM, and leading-edge foundry technologies, along with the record earnings and...

Memory stocks were among the S&P 500's (SPX) worst performers this week causing investors to step away from names like Micron (MU). Meta Platforms (META) shined this week as the company announced its plans to sell excess compute capacity and Palantir (PLTR) rallied big after announcing its new partnership with Nvidia (NVDA). ======== Schwab Network ======== Empowering every investor and tr...

Marley Kayden touches on the latest job report after numbers came in below expectations. She also examines the healthcare sector's rally and what investors should be watching. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/ap...

David Auerbach, CIO of Hoya Capital Real Estate, makes the case for REITs, citing strong fundamentals, rising dividends, and attractive valuations. He highlights opportunities in small- and mid-cap REITs, data centers like Digital Realty Trust (DLR) and Equinix (EQIX), and explains how AI is creating new growth opportunities across the real estate sector. ======== Schwab Network ======== Empowerin...

Indeed's Cory Stahle examines the latest U.S. jobs report, explaining why steady job growth may not reflect a truly healthy labor market. He highlights the impact of subdued hiring and historically low layoffs. He discusses what these trends mean for job seekers, and explores whether the labor market could be approaching a turning point for the broader economy. ======== Schwab Network ========...

Nasdaq's Kevin Davitt talks about SpaceX (SPCX) being added to the Nasdaq-100 and what it signals for index flows. He says that past additions have caused brief volatility spikes followed by a quick return to normal as the markets adjust. Kevin also examines the second quarter performance of the Nasdaq 100. ======== Schwab Network ======== Empowering every investor and trader, every market day...

xETFs CEO Johnny Wu explains the firm's new daily income ETFs, which provide exposure to stocks like Nvidia (NVDA) and Tesla (TSLA) while generating consistent income. He outlines how the strategy differs from traditional covered call funds by selling options on only a small portion of holdings each day, preserving most of the upside potential. Wu also discusses monetizing volatility, maintain...

Brian Jacobsen and Amy Glaser analyze a weaker-than-expected jobs report and what it could mean for Fed rate decisions, while noting continued stability in wage growth. They also discuss AI’s role in both creating and displacing jobs, particularly in professional and business services, before examining market valuations, the upcoming earnings season, and investment opportunities beyond the dominan...

Securitize (SECZ) CEO Carlos Domingo discusses the company’s decision to go public and its position as the largest tokenization platform with $4.5 billion in tokenized assets. He explains why tokenization remains in the early stages of growth, highlights the importance of institutional adoption from firms like BlackRock and Nasdaq, and outlines why Securitize chose a SPAC merger over a traditional...

Morningstar Wealth's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but believes in diversifying into underappreciated corners of the space and trimming stocks like Micron (MU), SanDisk (SNDK), and other AI memory companies. He labels Mastercard (MA) and Visa (V) as stocks he likes outside of tech due to their...

Lisa Flicker breaks down the latest jobs report, explaining why a softer labor market has not weakened demand for top talent. She discusses the rise of talent arbitrage, the shift toward an employer-led market, and how AI is helping companies create more attractive career opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Landon Swan from LikeFolio discusses Tesla (TSLA) and why shares in the company slid even though second quarter vehicle deliveries topped expectations. After the stock pumped the brakes Thursday, Landon now believes it is fairly priced. His firm's data shows Tesla has a high consumer happiness level, though demand has moderated. ======== Schwab Network ======== Empowering every investor and tr...

Antoine Legault and Brendan Cavanaugh discuss quantum computing and what’s next for it. Antoine says he believes quantum will be implemented within the next few years. Brendan says he expects to see revenue build very quickly. They also talk about the key metrics to monitor for quantum computing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Indeed's Laura Ullrich breaks down the latest jobs report, explaining why softer hiring does not necessarily signal economic distress. She examines declining labor force participation, demographic headwinds, and what it all means for Fed policy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...