Schwab Network

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...

$500 billion. That's how much money Nvidia (NVDA) wants to source in financing through six key asset management firms for the AI infrastructure buildout. Marley Kayden discusses more of the key details known at this time, including Nvidia CEO Jensen Huang's comments addressing his reasoning for making this funding push. Tim Biggam offers an example options trade for the Big Tech stock. ===...

Looking ahead to Wednesday's CPI, Liz Ann Sonders of Charles Schwab walks investors through her expectations of headline numbers and how they will "move the needle" on the Fed's interest rate outlook. When it comes to earnings, she warns of traders "sniffing out" weakness and punishing stocks that don't meet a bar constantly being raised. Michelle Gibley gives inves...

Asbury Research's John Kosar examines the S&P 500's (SPX) breakout, citing short covering and strong market internals as key drivers. He discusses dramatic sector rotation favoring financials, technology, and industrials, while explaining why the 7,621 level is critical for the index's push toward 8,000 and why the Nasdaq-100's (NDX) relative weakness bears watching. ======== S...

Ted Weisberg returns to the NYSE set to talk about ways he is navigating a "difficult" market environment. He suggests investors find "ways to take advantage of volatility," naming stocks like Intercontinental Exchange (ICE) and Virtu Financial (VIRT) as his favorite volatile stocks to watch. Ted turns to the big pharma space and talks about why he likes "value" stock...

Hims & Hers (HIMS) shares struggled to find their footing after the company posted a quarterly loss despite seeing revenue and guidance rise. Sam Vadas discusses the earnings and the price action following the report. She also talks about Rocket Lab's (RKLB) report and Riot Platforms (RIOT) signing a $9.1 billion data center deal with Anthropic. ======== Schwab Network ======== Empowering...

Eric Beiley highlights strong S&P 500 (SPX) earnings, with 85% of companies beating estimates, while warning that inflation remains a key risk for investors. He discusses opportunities in Micron (MU) and Nvidia's (NVDA) growing AI ecosystem, and shares why Chubb (CB) and Parker-Hannifin (PH) are attractive long-term investments. ======== Schwab Network ======== Empowering every investor an...

"Two different stories" are clashing on the crude oil front, says Kevin Hincks, who points to headlines keeping price action unchanged to start the trading day. However, other macro indicators suggest a "favorable" trading environment, noting Nvidia's (NVDA) premarket rally as one that can reenergize Wall Street. Kevin also discusses the Mag 7 company's $500 billion pus...

Super Micro (SMCI) faces significant pressure from Tuesday's earnings after preliminary results sent shares tumbling. Rick Ducat highlights key support and resistance areas to watch following the report and notes that strong volatility can "rewrite the story" for the stock. He then turns to an example options trade for Super Micro. ======== Schwab Network ======== Empowering every in...