Schwab Network

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...

Meta Platforms (META) announcing Muse Glimmer and making other AI models publicly available is good for the broad ecosystem, says James Czerniawski. He believes the move will "compress" the needs of AI and give Meta an edge with accessibility. James adds that it will add competitive pressures to other AI compute companies, so long as the product wows consumers. The Mag 7 giant also needs...

Brett Ewing talks about the path ahead he sees for a Fed still struggling to balance inflation and jobs data. As far as equities go, he suggests investors follow the money from hyperscalers and find hidden opportunities in the AI buildout, from energy to construction firms. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Airbnb (ABNB) shares woke up following the company's recent earnings by leaping to four-year highs. Kevin Horner with Charles Schwab believes the stock has potential to set strong short-term support at current levels. That said, he urges investors to watch the gap that formed from the earnings rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all...

Apple (AAPL) sold off Monday after getting a downgrade from Jefferies. TSMC (TSM) revenues climbed nearly 45% since one year prior. NetApp (NTAP) tapped a new all-time high after Morgan Stanley upgraded the stock. Marley Kayden discusses the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

While markets started the week on a red session, SpaceX (SPCX) rallied and closed above its $135 IPO stock price for the first time in nearly a month. Rare earths also shined on the trading day. Marley Kayden and Sam Vadas take investors through their top takeaways for Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Chris Wang highlights Palantir’s (PLTR) AI-driven momentum, pointing to real-world efficiency gains that are fueling investor enthusiasm. He also discusses Warby Parker’s (WRBY) store expansion and Alphabet (GOOGL) partnership, along with Chewy’s (CHWY) recurring revenue model and margin growth opportunities through veterinary services. ======== Schwab Network ======== Empowering every investor an...

Keyvan Mohajer, CEO of SoundHound AI (SOUN), discusses his company's recent earnings which have grown ten times since the IPO four years ago. One factor he sees driving future growth: the company's OASYS platform, which he calls "decades in the making." Keyvan goes further into his expectations for the company by outlining recent acquisitions and partnerships. ======== Schwab Net...

Micron (MU) has been at the center of discussions on whether AI earnings growth is secular or cyclical. Nigam Arora offers his takeaways on that question to investors, explaining how memory supply pressures and AI models play a role in shaking up the guidance picture. He also adds color to the picture on the recent tech correction to help investors brace for another tentative shake-up. ======== Sc...

Simpro CEO Fred Voccola discusses how AI is transforming the workforce, creating new opportunities even as it automates some roles. He argues that AI acts as a digital colleague that enhances critical thinking and highlights the growing demand for skilled trades in an increasingly AI-driven economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Charles Schwab's Rachel Dashiell says the S&P 500 (SPX) may be due for a period of consolidation despite reaching fresh record highs. She highlights bullish technical setups in Exxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY), APA Corp. (APA), and ConocoPhillips (COP), while also pointing to improving momentum in silver miners including First Majestic Silver (AG). ======== Schw...

Dave Popple, PhD, founder and managing director of Psynet Group, dives into the psychology driving the Fed, how new leadership is impacting FOMC messaging and why the market craves a “clean answer” from the Fed chair and economic data points. Dave also explains the “self states” that govern human decision making and the psychology behind groups coming to a consensus. ======== Schwab Network ======...