Schwab Network

Diane King Hall and Tom White speak with Andy Swan, co-founder of LikeFolio after Tesla (TSLA) rallied last week. Andy says the company's Model Y "was the highest selling car in China in March," a factor he believes offers a bullish lift for shares. That said, He suggests traders "should back off this quarter." ======== Schwab Network ======== Empowering every investor and...

Marvell (MRVL) is hitting record highs on reports of a collaboration with Alphabet (GOOGL) to develop custom AI chips, challenging Nvidia (NVDA) and pressuring Broadcom (AVGO). Alex Coffey breaks down the chip and memory implications, while Prosper Trading Academy's Mike Shorr highlights elevated volatility and outlines a credit iron condor strategy to monetize rich options premiums. ========...

Crypto is becoming more of a safe haven for inventors looking to escape volatility, argues Erin Friez. A sticking point she sees is Congress not passing the Clarity Act, making the case that a "perfect solution" can only be reached if the legislation moves forward. Broader institutional adoption of cryptocurrencies adds to John Haar's bull case for the space. He has reasons to believ...

Bobby Ocampo says the perceived collapse in SaaS is more about market sentiment than weakening fundamentals. He argues incumbents like Salesforce (CRM) and Workday (WDAY) are maintaining their moats by monetizing A.I. within trusted, deeply integrated platforms. Ocampo adds that enterprise spending and retention remain strong, favors “last‑mile” A.I. and cybersecurity plays, and warns that compani...

Prosper Trading Academy's Scott Bauer turns to three stocks catching plenty of trading attention in recent weeks. He touches on the Mag 7 through Tesla (TSLA), along with stocks like AST Spacemobile (ASTS) and ServiceNow (NOW) that saw tremendous selling action. Scott provides example options trades for each name while Kevin Green offers technical insight through the stock charts. ======== Sch...

Ted Thatcher says markets are showing headline fatigue around geopolitical tensions, with the S&P 500 staying near records as investors refocus on A.I. He highlights key earnings ahead for Tesla (TSLA) and ServiceNow (NOW), and flags a valuation disconnect in Oracle (ORCL). Thatcher also warns that sticky producer inflation, a tightening labor market, and higher energy costs may be starting to...

UnitedHealth (UNH) will have lots of eyes focused on its earnings before Tuesday's opening bell. Nick Raich outlines the financial question marks surrounding the healthcare insurer and explains the importance of guidance. Tom White turns to an example options trade for UnitedHealth as shares see a 30% decline year-over-year. ======== Schwab Network ======== Empowering every investor and trader...

Charles Schwab's Michelle Gibley believes markets are showing signs of FOMO as uncertainty continues between the U.S. and Iran. "Things could get worse before they get better," she warns. Even if the Strait of Hormuz reopens today, Michelle says it could take months or years before crude oil and general energy prices normalize. She highlights the risks in U.S. and global equities. ==...

David Doyle says the U.S. economy’s resilience is keeping inflation pressures alive, raising the risk that the Fed’s cutting cycle is over. He points to low jobless claims, solid consumer spending, tariff-related cash inflows, and shifting trade policy as factors that could push monetary policy toward a prolonged pause—or even future hikes. ======== Schwab Network ======== Empowering every investo...

Volatility's far from gone, according to Kevin Green, pointing to conflicting headlines around the Strait of Hormuz. Watch crude oil for a sharp, tentative upside move, as KG argues investors aren't properly pricing risk to global economies and the Fed's interest rate cycle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

7,200 is still Jay Woods's SPX target for the end of 2026 — a number the index came within 1% of hitting last week. He explains his thesis and why traders should avoid "timing the market" as uncertainty around the Strait of Hormuz persists. Jay turns to stocks he's watching, from Nvidia (NVDA) and Citigroup (C), to earnings movers like ServiceNow (NOW) and UnitedHealth (UNH). ===...

Markets are finding their footing on Monday morning but AST Spacemobile (ASTS) really came "down to Earth," says Diane King Hall. She explains why the company is de-orbiting BlueBird 7 and turns to the stark selling action in the space company. Qorvo (QRVO) and Skyworks (SWKS) added to downward momentum after Mizuho downgraded both stocks. Diane later notes a winner in SanDisk (SNDK) aft...

Charles Bobrinskoy says the S&P 500’s heavy tech concentration is giving investors a false sense of diversification, creating an opportunity in overlooked small-cap value stocks. He favors housing-exposed names MHK and REZI, consumer plays SJM and PHIN, MOS as an agriculture hedge, and suggests short-duration fixed income as inflation risks remain elevated. ======== Schwab Network ======== Emp...

Headlines out of Iran have markets jittery once again, though Kevin Hincks remains positive on the forward momentum of the stock market. Kevin explains the "two stories" he sees and contradiction in rhetoric he sees between the U.S. and Iran. He talks about the latest earnings, economic data, and Fed news he says remains just as important to follow this week. ======== Schwab Network ====...

GE Aerospace (GE) shares have experienced months-long consolidation ahead of Tuesday's earnings. Tom White turns to the support and resistance area to watch in the stock chart, later offering an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tradin...

Thomas Hayes says all the headlines surrounding Iran and the Strait of Hormuz "is just noise" for Wall Street. He sees a rocky road ahead for equities but has confidence they will continue to trend higher. Thomas adds that you will need to stay selective in stocks and eye quality names recently beaten down. He picks VF Corp. (VFC), Cooper Standard (CPS) and Papa John's (PZZA) as top...

When looking into how much consumers can handle fluctuating crude oil prices and geopolitical volatility, David Krakauer tells investors to look at the economic data. He points to prints this week like retail sales that serve as barometers for the consumer mindset. David turns to the health in financials by examining how the conflict impacts earnings. "Think globally," David tells invest...

Watch for signals of waning momentum in IBM Corp. (IBM), says Rachel Dashiell with Charles Schwab. She points out bearish technicals pinning bullish price action. However, Rachel says that if shares can fill an upward gap, IBM bulls have room to run. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors...

The Strait of Hormuz is closed again as geopolitical turmoil between the U.S. and Iran escalates. Kevin Green talks about the social and societal impacts countries across the globe face should energy shortages continue. He says not to be surprised if the S&P 500 (SPX) retests 7,000. KG turns to tech movers in software, semiconductors, and SanDisk's (SNDK) entry into the Nasdaq-100 (NDX). =...

Marley Kayden closes out the week with her final takeaways by examining some of the biggest winners on Friday. Both software and hardware stocks gave the tech trade lots of muscle, while a big slip in crude oil set the runway for travel stocks to soar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investo...

Barry DiRaimondo, CEO of SteelWave, discusses how collapsing office valuations on the West Coast are creating opportunity through asset repurposing. He highlights renewed leasing demand driven by A.I. and defense spending, a pending shift from credit to equity deployment, and long‑term potential in residential conversions and infill industrial properties. ======== Schwab Network ======== Empowerin...

Crit Thomas says the bull market remains intact as strong U.S. growth, capital spending, and a supportive Fed backdrop push equities higher. He sees artificial intelligence shifting from hype to infrastructure reality, with long backlogs and a second growth phase emerging through agentic tools. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Roger Wells, CEO of AEVEX (AVEX), discusses the company’s strong NYSE debut and plans to scale autonomous drone systems for modern warfare. He explains how rising global defense spending and real‑world deployments position the company for long‑term growth in next‑generation defense technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Rick Ducat turns to stocks he sees at "inflection points" for Friday's Charts to Watch. His three picks today: PulteGroup (PHM), Occidental Petroleum (OXY), and Lockheed Martin (LMT). ======== 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 Documen...

Steve Nelson, CEO of Faith Investor Services, discusses how ethical investing can align with strong revenue and earnings growth despite global uncertainty. He outlines the strategy behind the FIS Biblically Responsible Risk‑Managed ETF (PRAY) and explains why leading semiconductor and AI‑driven companies play a central role. Nelson also highlights the importance of core fixed income through new ac...