Schwab Network

"There has been no hotter area of the U.S. economy than chips and memory," says Kevin Hincks, calling out the "incredible runs" AI companies experienced. Intel (INTC) has taken the baton with its post-earnings rally into Friday's trading session. Kevin also has optimism that geopolitical tensions will ease with another round of peace talks between the U.S. and Iran reported...

Dennis Lockhart, former president and CEO of the Federal Reserve Bank of Atlanta, talks about his impressions on incoming Fed Chair Kevin Warsh. He believes Warsh will face a challenging environment with pressure from the White House and American consumers to lower rates even as inflation remains persistent. Dennis believes politics need to stay out of the FOMC. ======== Schwab Network ======== Em...

Rick Ducat looks into Apple's (AAPL) stock chart as the Mag 7 giant readies to report earnings next week. He looks ahead by examining options activity and offers an example options trade for Apple. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Doc...

Gina Martin Adams believes markets now need to contend with fundamentals as crude oil volatility continues to batter investors. She says markets needs to see a "passing of the baton" as the Mag 7 continues to stay below all-time highs despite tech outperformance. In small caps, Gina likes the space due to due to their low valuation and better M&A environment. ======== Schwab Network...

Oracle's (ORCL) double-bottom pattern has signs of bullish divergence, says Rachel Dashiell of Charles Schwab. She points out the key signs to watch in Oracle's chart for bulls to retake control of shares. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Di...

Investors are getting more defensive when it comes to the outperformers, says Kevin Green, pointing out the cautious tone in market breadth. He offers his take on warning signals to consider in equities and crude oil. On Intel (INTC) earnings, he calls the report "phenomenal" and notes a likely short squeeze in options activity. TSMC (TSM) shares are set to open at record highs after Reu...

Heading into the final trading session of the week, Marley Kayden and Vadas recap Thursday's headlines by talking about the importance of Texas Instruments (TXN) earnings and the day's economic data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosu...

After a stellar 50% rally just in April, Intel (INTC) earnings test the legacy tech company's growth story as shares near all-time highs. A strong earnings beat added plenty of muscle to that narrative. Marley Kayden, Sam Vadas, and Kevin Green go over the company's metrics to highlight strengths and weaknesses in the print. ======== Schwab Network ======== Empowering every investor and tr...

Sam Callahan says Bitcoin is emerging as a safe‑haven asset, supported by growing institutional adoption from firms like Morgan Stanley (MS) and Charles Schwab (SCHW). He notes Bitcoin’s outperformance versus stocks and gold, arguing its commodity status and maturing ecosystem set it apart from the broader crypto market. ======== Schwab Network ======== Empowering every investor and trader, every...

Kristy Akullian says the AI trade is shifting from software to semiconductors, with record ETF inflows signaling strong conviction despite a sharp run‑up in the SOX. She also highlights growing interest in emerging‑market tech exposure via iShares MSCI South Korea ETF (EWY) and iShares MSCI Taiwan ETF (EWT), while recommending value stocks, gold, and commodities for diversification. ======== Schwa...

Josh Schafer says the Nasdaq’s longest winning streak in decades reflects strength in corporate profits, even as geopolitics add volatility. He favors semiconductors and hardware over software, highlighting Intel (INTC) as a potential turnaround tied to AI infrastructure demand, while also noting energy plays like Cactus (WHD) for defense. ======== Schwab Network ======== Empowering every investor...

Tech excitement builds around the Google Cloud Next conference, with Ian Tien talks about the developments he hopes to see. As AI progresses, he believes Alphabet (GOOGL) will benefit from a full suite of opportunities, ranging from its Broadcom (AVGO) TPU partnership to Google Gemini. Lisa Martin will have her eyes on AI agents, as she sees the innovation as the next critical step for the industr...

Crypto is seeing a "very, very construction" set-up, says Chris Perkins. Resiliency in turmoil surrounding the Strait of Hormuz and increasing institutional purchasing adding to his bull case. Chris talks about how it all builds into a "trustless, permissionless world" that serves into what he considers a perfect crypto environment. He adds that Kevin Warsh's pro-crypto sta...

Sylvia Jablonski says record highs in the S&P 500 and Nasdaq are masking rising volatility, making diversification beyond the Magnificent Seven increasingly important. She points to AI infrastructure and energy as key growth areas, highlighting ETFs like XMG and JEDI as geopolitics and defense spending reshape where AI monetization is heading. ======== Schwab Network ======== Empowering every...

R. "Ray" Wang says geopolitical volatility is creating an opportunity to add high‑growth tech, highlighting ServiceNow (NOW) and a resilient software landscape. He also breaks down big tech earnings, pointing to Amazon (AMZN), Alphabet (GOOGL), Meta (META), Salesforce (CRM), and Workday (WDAY) as key beneficiaries of the AI infrastructure buildout, while remaining bullish on Tesla’s (TSL...

Chris Clark says entry‑level hiring is under pressure as A.I. moves from hype to real‑world automation, pushing unemployment for young college grads higher. He notes that as companies like Meta (META) invest heavily in A.I. while cutting jobs, success now depends on pairing critical thinking and leadership with using A.I. as a tool—not a shortcut. ======== Schwab Network ======== Empowering every...

Reddit (RDDT) differentiates itself in the social media space, according to Megan Brantley of LikeFolio. She calls the company a "hybrid" platform that ties social media technology with search capabilities and believes investors are undervaluing the stock. While Reddit's growth rate has slowed, Megan doesn't see user retention sliding due to its "human" element offering...

Karl Brauer calls Tesla's (TSLA) earnings beat a nice surprise but questions the Mag 7 company's tech-centric outlook. He sees the company's autonomous driving as promising — if it can offer a clear roadmap to profitability. OIivier Blanchard adds that there's too many "ifs" surrounding Tesla's AI and robotaxi prospects. He sees the company waving an "orange flag...

Perry Beberman, CFO of Bread Financial (BFH), says the company is executing well after an earnings beat, driven by disciplined underwriting and a shift toward higher‑margin partnerships. He highlights new relationships with Ford (F) and Ethan Allen (ETD), alongside Ulta Beauty (ULTA) and Signet Jewelers (SIG), as delinquency trends improve despite a mixed consumer backdrop. ======== Schwab Network...

Tim Biggam turns to three stocks he believes have overextended moves in recent trading session. To the upside: Micron (MU), which has rallied over 40% in the last month. To the downside: ServiceNow (NOW) and Avis Budget Group (CAR). Tim backs his analysis with example options trades while Rick Ducat highlights key support and resistance areas in the charts. ======== Schwab Network ======== Empower...

Tony Zhang is impressed with the resilience markets have shown despite heaps of geopolitical uncertainty centered around the Strait of Hormuz. He explains how he's watching headlines to navigate future market moves. When it comes to his options plays, Tony labels Micron (MU) as a stock he sees as undervalued and offers a bullish example options trade. As Bitcoin rebounds, he outlines another b...

Matt Maley breaks down why American Express (AXP) is sliding after earnings, pointing to the K‑shaped economy, cautious guidance, and technical resistance near the 200‑day moving average. Looking ahead to Visa (V) and Mastercard (MA), George Tsilis outlines a neutral‑to‑bullish options strategy in AXP as asset quality and loan provisions stay in focus. ======== Schwab Network ======== Empowering e...

In-line jobless claims and strong PMI prints give Kevin Green confidence in a U.S. economy making resilient steps forward. Where he's not confident: the software sector. He points to weakness in ServiceNow's (NOW) earnings causing some panic and explains why Microsoft (MSFT) serves as a bellwether for software. However, KG notes hardware's lasting rally, helped by earnings from Texas I...

Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF). He highlights China A.I. plays including Alibaba (BABA) and Tencent (TCEHY), along with longer‑term opportunities in Brazil energy and MTN Group (MTNOY). ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Charles Schwab's Joe Mazzola explains how investors are adapting to a "defensive-led" market into a strong risk-on pivot. The AI trade's strong rally into overbought territory is something he's watching, as he sees a notable pullback being stronger than many investors expect. Joe looks into market breadth to explain his concerns. On Intel (INTC), Joe makes the case that the s...