Schwab Network

With earnings growth projected to continue and the U.S.-Iran War seemingly cooling down, Jason Ware has high expectations for Big Tech ahead. Recent sell-offs in Mag 7 companies like Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) offer what Jason considers notable buy opportunities. That doesn't keep headwinds out of mind with lasting supply shocks from the Strait of Hormuz closure ripp...

Meghna Maharishi and Brett Snyder break down mounting pressures in the airline industry as premium travel demand remains strong amid operational and energy‑related risks. They explain why carriers like United (UAL) and Delta (DAL) continue to outperform, while budget airlines face growing challenges from costs and competition. The discussion also highlights lingering risks tied to fuel prices, bag...

Art Levy explains how startups are using artificial intelligence to accelerate growth, improve efficiency, and raise capital faster than peers. He highlights data showing AI‑driven companies are scaling headcount, increasing product velocity, and allocating spend toward platforms like OpenAI and Anthropic rather than purely expanding payroll. The shift points to AI acting as a leverage tool—not a...

Megan Brantley of LikeFolio believes Microsoft (MSFT) is majorly undervalued when turning to her firm's data, which shows a significant increase in year-over-year web visits. The Mag 7 giant's large swath of software products and enterprise growth adds to Megan's confidence. The question remains: is the bottom in for Microsoft? Megan dives deeper into the data and helps investors answe...

Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of Reed Hastings stepping down from the board. They discuss the balance between pricing power and subscriber retention as Netflix expands into live sports, advertising, and video podcasting. ======== Schwab Network ======== Empowering every investor an...

Semiconductors will continue to rally, argues Wedbush's Matthew Bryson, though the extent of the rally will vary from company to company. Even as the sector sees a growth slowdown compared to years prior, he names firms like Nvidia (NVDA) with many different arms in the AI industry as the long-term winners. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Ed Siddell, President and CIO of EGSI Financial, warns that the market’s hockey‑stick rally remains vulnerable to geopolitical uncertainty in the Middle East. He outlines a rules‑based approach favoring hard assets like gold, silver, and miners, along with long‑term opportunities in nuclear energy driven by A.I. and data‑center demand. Siddell also explains why elevated oil prices remain a headwin...

Tim Bohen sticks with his bull case on the space race. He sees promise for Intuitive Machines (LUNR) and Planet Labs (PL) as space technology develops and SpaceX readies its IPO. Tim turns to what he considers a more stable trade idea for XPO Inc. (XPO) amid the "reindustrialization of America." Rick Ducat backs Tim's ideas by highlighting support and resistance areas in each stock c...

Nvidia (NVDA) shares moved back above $200 for the first time since November. John Belton still sees the brains behind much of the AI trade as one that's reasonably priced. While he doesn't see explosive growth in 2026 similar to past years, he believes Nvidia is making proper business moves that will benefit the balance sheet for a long time. Tom White offers an example options trade for...

Netflix (NFLX) sold off after earnings due in large part to its second quarter guidance. Jenny Horne takes a closer look into the streaming giant's report to explain why investors are looking forward and overshadowing the earnings beat. Dan Deming offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Expect longer-term yields to stay elevated, says Charles Schwab's Cooper Howard. He looks at both the headwinds and tailwinds he sees in the bond market even as geopolitical uncertainty surrounding the Strait of Hormuz wanes. Cooper offers his strategy advice for fixed income. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Ryan Detrick explains why the recent volatility was a rapid reset rather than the start of a bear market. He highlights a rare surge in momentum, stable credit signals, and weak defensive sector leadership as evidence the rally remains intact. Detrick says unless credit spreads widen or defensives begin to lead, the path of least resistance for equities remains higher. ======== Schwab Network ====...

Crude oil is back to levels just above $80 after Iranian headlines pointed to the Strait of Hormuz being "completely open." However, Kevin Green notes conflicting headlines raising question marks for how it will affect energy prices ahead. KG explains that markets are currently experiencing a "negative correlation" environment and explains what a likely path to true equilibrium...

Headlines out of Iran that the Strait of Hormuz is "completely open" sent stocks mostly soaring following the opening bell. Jeff Pierce points to some exceptions with Alcoa (AA) after its earnings and NXP Semiconductors (NXPI) following a double downgrade. One winner Jeff has on his radar: Affirm (AFRM), which was named a top pick by Morgan Stanley. ======== Schwab Network ======== Empow...

Nancy Davis warns that market optimism may be masking persistent inflation risk and shifting Federal Reserve dynamics. She explains why the cost of protection has fallen as volatility drops, highlights IVOL ETF as a way to hedge inflation and rate uncertainty beyond CPI, and discusses why changes in Fed leadership and labor automation could reshape the inflation outlook. ======== Schwab Network ==...

Mike Willis, CEO of Cyber Hornet ETFs, discusses Bitcoin’s recent move higher while warning that a deeper pullback could set the stage for a much larger long‑term rally. He highlights the importance of the top crypto assets, shifting U.S. regulation, and growing institutional adoption as key forces reshaping the digital‑asset landscape. ======== Schwab Network ======== Empowering every investor an...

The U.S. and Iran have made ground in peace talks, with reports out of Iran says the Strait of Hormuz is now "completely open." Keivn Hincks explains the "unwind" currently happening in stocks and crude oil's plunge to $82. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. B...

The software corner of the tech trade has been battered over fears that AI will turn many companies obsolete. That changed recently as software rallied alongside the recent of the market. Rick Ducat highlights key support and resistance in the iShares Expanded Tech-Software Sector ETF (IGV) while Tom White turns to an example options trade. ======== Schwab Network ======== Empowering every investo...

Wayne Kaufman is "super bullish" on current stock market conditions, projecting a sixth quarter in a row of double digit growth this earnings season. Even though the S&P 500 (SPX) and Nasdaq-100 (NDX) have been on tremendous tears, he expects earnings to be the next leg for further growth. Wayne also doesn't see weakness on the jobs front despite fears AI will replace the workfor...

Dustin Reid talks about treasury yields and trends he found through volatility during the U.S.-Iran War. He also measures the bond market against crude oil prices, which saw a sharp downturn in the last week. "Demand destruction" of crude isn't off the table, says Dustin, and you just have to look to Europe to see why. ======== Schwab Network ======== Empowering every investor and tr...

Affirm (AFRM) experienced an interesting two-day consolidation period that led to further upside in shares, says Brett Crowther of Charles Schwab. He highlights the stock's stellar week and recent pressure that appears to be vanishing for the fintech firm. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Crude oil needs to slide below $84.37 for a sustained downtrend in prices to continue, says Kevin Green. He walks investors through the technicals and why the commodity's price action remains critical to markets, which he says remains bullish despite an overstretched run. KG tackles the earnings front with Netflix (NFLX) and the headwinds leading to a double-digit sell-off in shares. ========...

Both Bitcoin and Ethereum demonstrated impressive resiliency in the U.S.-Iran War, says Adam Lynch with Charles Schwab. He turns to technical analysis to show how both cryptocurrencies bounced between key support and resistance levels. Additionally, Adam looks into growing institutional adoption and incoming Fed Chair Kevin Warsh's crypto holdings. ======== Schwab Network ======== Empowering e...

A jury found that Live Nation (LYV) operated an illegal monopoly, while jobless claims showed continuing resilience in the jobs market. Marley Kayden and Sam Vadas turn to their final takeaways to close Thursday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading...

Glen Sussman, CEO of Tassat Group, explains how the 24/7 nature of digital asset markets is forcing a modernization of traditional financial infrastructure. He discusses the shift toward real‑time and atomic settlement, why legacy institutions must adapt to stay competitive, and how these changes could reduce counterparty risk and improve liquidity. The conversation also touches on upcoming digita...