Schwab Network

Loni Stark says Adobe (ADBE) data shows AI‑driven retail traffic surging, with shoppers coming from tools like ChatGPT and Alphabet's (GOOGL) Gemini converting at meaningfully higher rates than traditional channels. She explains why retail leaders that optimize for AI discoverability are pulling ahead, while others risk falling into a visibility gap as the path to purchase rapidly shortens. ==...

Chris Ward says the U.S. consumer remains resilient, with retail sales posting their strongest gain in years as employment stays firm. He sees easing mortgage rates setting the stage for a recovery in housing, while industrial stocks offer a steady hedge amid reshoring efforts and global defense rebuilding. Ward also weighs whether defensive, low‑volatility sectors, including Apple (AAPL), can con...

Big Tech is back in full force with the SOX and IGV ETFs both moving sharply to the upside, says Nathan Peterson of Charles Schwab. He tells investors to "respect the trend" but warns the rallies can just as easily get knocked down. For software in particular, Nate says it's important to track company earnings and commentary from leadership in the space for a closer look at AI disrup...

Defense stocks will be some of the key names to move the stock market higher, says Kevin Mahn. He points to the Trump administration's push for a $1.5 trillion defense budget and lasting geopolitical uncertainty as the sticky points backing his bullish thesis. Kevin highlights GE Aerospace (GE) and RTX Corp. (RTX) as two of the biggest companies to benefit. Tom White offers an example options...

Apple (AAPL) has named John Ternus as the Mag 7 company's new CEO, effective in September once Tim Cook steps down from the top position. Marley Kayden talks about the details of the transition and what it means for Apple's tech ecosystem amid an AI trade that is gaining steam. Joe Tigay offers an example options trade for Apple. ======== Schwab Network ======== Empowering every investor a...

Stocks are moving higher to start Tuesday's trading session, and Kevin Green wants to see markets broaden to have more confidence the uptrend will sustain. However, any breakdown in talks between the U.S. and Iran will lead to a spike in crude oil prices and a downslide in equities. KG adds that investors saw a "pretty good" morning when it came to the latest economic data. All eyes...

Steven Ricchiuto says the U.S. economy remains on firm footing, supported by strong consumer spending and tight labor markets. He argues persistent inflation and above‑trend growth could keep the Federal Reserve on hold through 2026, with long‑term yields adjusting to a higher‑for‑longer rate environment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opti...

Jim Thorne says the stock market may be entering a historic risk‑on phase, driven by falling yields and a potential peace dividend. He urges investors out of cash and into U.S. equities, favoring technology, crypto, and infrastructure names tried to the AI trade. Stocks on his watch list including Apple (AAPL), Strategy (MSTR), Palantir (PLTR), Microsoft (MSFT), JPMorgan Chase (JPM), GE Vernova (G...

GE Aerospace (GE) moved higher and 3M (MMM) shares slid after earnings. Diane King Hall explains what the key drivers are behind each mover. In the analyst space, she touches on a pair of upgrades on Intel (INTC) as AI enthusiasm reenergizes markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

Joe Tigay says bullish sentiment is returning as the S&P 500 steadies near recovery highs, supported by strong bank earnings and resilient consumer spending. He discusses using the VIX as a risk‑management tool during volatile swings while maintaining long‑term exposure. Beyond AI and semiconductors, he points to growing opportunity in industrial and infrastructure names tied to the physical b...

Kevin Hincks says it's important for investors to differentiate what he calls "noisy" headlines from the negotiations behind the scenes. As the Strait of Hormuz stays closed, he paints a picture on how he sees ceasefire talks between the U.S. and Iran continuing. For Tuesday's economic data, Kevin highlights retail sales as especially important. ======== Schwab Network ======== E...

The runway for Boeing (BA) widened with shares moving to the upside into Wednesday's earnings. Rick Ducat touches on the key support and resistance areas to watch while Tom White offers an example options trade for the aerospace giant. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tr...

It's a "sell now, think later" market, says Chris Watling, pointing to the SaaS-pocalypse as the latest example for what he considers an overreaction by investors. He also stays optimistic on the AI trade and doesn't expect the industry to shake up the employment picture. Chris turns to the FOMC and the path he sees interest rates moving under incoming Fed Chair Kevin Warsh. ====...

Max Wasserman believes investors are pricing markets to perfection, accounting for zero risk from the Middle East as the Strait of Hormuz remains closed. He adds that crude oil prices remain a long-term sticking point, saying the longer the U.S.-Iran War lasts, the longer the pain Americans will experience at the gas pump. Max like Big Tech and the AI trade, but warns valuations flared up quickly...

United Airlines (UAL) shares came back down to the tarmac after a big rally last week. Brett Crowther with Charles Schwab offers a closer look at the choppy price action in recent sessions to highlight how key support and resistance can impact the airline stock sooner rather than later. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Choppy crude oil prices show the lasting uncertainty surrounding the U.S.-Iran War. Kevin Green talks about the "demand destruction" shaping the whole picture around supply and demand, along with reasons as to how markets are mispricing the headlines. On Big Tech movers, KG notes Apple (AAPL) Tim Cook stepping down from the big seat and Amazon's (AMZN) decision to extend its partners...

Eli Lilly's (LLY) $7 billion acquisition of Kelonia Therapeutics and American Airlines (AAL) denying a United Airlines (UAL) acquisition bid take Sam Vadas and Marley Kayden's attention for Monday's final takeaways. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow...

Thierry Wizman says markets are showing fragile optimism as geopolitical tensions and central bank expectations collide. He notes equities are brushing off ceasefire uncertainty while attention turns to possible shifts in Federal Reserve policy, including balance‑sheet adjustments that could reshape the yield curve. Wizman also examines how oil, risk assets, and growth expectations are being repri...

CEO and Executive chairman at NextNRG (NXXT), Michael Farkas, says right now we are behind on the amount of money needed to deploy AI and data centers. He notes that larger data centers will impact the way the public pays for technology. Michael warns that using any "backdoor" electricity is a major issue in the national security industry. ======== Schwab Network ======== Empowering ever...

Todd Chanko says investors should stay focused on long‑term fundamentals as markets hit record highs. He highlights Cactus (WHD), Sonoco (SON), Millicom (TIGO), and Harmony Biosciences (HRMY) for free cash flow strength, pricing power, and durable growth opportunities in a shifting valuation environment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Optio...

Christopher Zook warns tech’s renewed momentum may be outpacing fundamentals. He’s bullish on AI leaders like Alphabet (GOOGL) and Nvidia (NVDA), but cautious on Apple (AAPL), while noting broader risks from consumer strain and shifting labor and private‑market dynamics. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

U.S. and Iran volatility is back in the spotlight, and so are energy constraints as the Strait of Hormuz remains closed in the midst of ongoing negotiations. Even if the strait opens tomorrow, Tom Graff doesn't see pre-war crude oil prices in the cards "for a while." He adds that inflation risks add pressure on the Fed's dual mandate. When it comes to investing, Josh Barone sugge...

Ray Salmond says Bitcoin has shown strength since the Iran conflict, which he expects to continue. He said the bid on Bitcoin rose to 78,000 last week and a lot of models suggest we could see it go to one million over time. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the...

Jordan Rizzuto says the traditional 60/40 portfolio is breaking down as stocks and bonds move together during inflationary periods. He explains how the Gamma Road Market Navigation ETF (GMMA) uses a rules‑based rotation between S&P 500 exposure and T‑bills to stay defensive when risk rises and re‑engage equities during relief rallies. ======== Schwab Network ======== Empowering every investor...

Heather Winston says Gen Z is reshaping workplace expectations, pushing for pay transparency, clear career paths, and benefits that support overall well‑being. Citing new data from Principal Financial Group (PFG), she notes that aligning compensation, “total rewards,” and culture can materially boost retention as AI continues to transform the labor market. ======== Schwab Network ======== Empoweri...