Schwab Network

Microsoft (MSFT) and Alphabet (GOOGL) are Mag 7 companies Molly Pieroni considers undervalued, even as the latter makes another run toward all-time highs. She highlights the facets of their businesses that she sees adding unsung value to the balance sheets. Molly turns to companies outside of tech she expects to have higher runs in 2026, from U-Haul (UHAL) to Bollore. ======== Schwab Network =====...

Kevin Green offers more insight into what he calls a "very powerful" move in the stock market, where Mag 7 and tech giants outperform while the rest of the market stays quiet. He tells investors to brace for a pullback as the current trade runs hot into overbought territory. Sticking with equities, KG talks about TSMC's (TSM) earnings beat and guidance outlook for the current quarter...

Companies like AMD Inc. (AMD), Arm Holdings (ARM), and Qualcomm (QCOM) back autonomous driving start-up Wayve with a $600 million check. On the macro front, energy price fluctuations shake homebuilder confidence. Marley Kayden and Sam Vadas offer more insight into their final takeaways of the trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Sara Lind breaks down how New York City’s new outdoor‑dining regulations are putting financial pressure on small restaurants. She explains how seasonal removal rules and high storage costs threaten profitability, especially for businesses outside Manhattan. As demand for alfresco dining remains strong, the debate now centers on whether policy adjustments can preserve street life without squeezing...

James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential merger with Warner Bros. Discovery (WBD). He discusses how subscription price hikes and the ad‑supported tier are driving revenue growth, while Netflix pushes further into live sports and gaming to compete more directly with Walt Disney (DIS). The fo...

Investopedia's Caleb Silver offers insight into the biggest stocks traders have been buying and selling amid the recent market rebound. The top buys he's seen involve Big Tech names recapturing former glory, like Nvidia (NVDA), Microsoft (MSFT), and Micron (MU). He explains why they fell out of favor and why investors are moving back into them. Caleb shows that while a majority of investor...

Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key levels in the index heading into Wednesday's historic milestone. In Kevin's other Charts to Watch, he shows how bulls are making a stand in Exxon Mobil (XOM) and Netflix (NFLX). ======== Schwab Network ======== Empowering every investor and tra...

Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "boom and bust" cycles in tech differ from the rally stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) are experiencing. Dave sees "incredible" revenue growth backing these earnings throughout the coming weeks. He then ta...

Lisa Schreiber talks about the risk-on attitude taking over markets and the "winners and losers" she sees ahead. She points to Big Tech firms like Broadcom (AVGO) and Alphabet (GOOGL), to rising cybersecurity giants like Palo Alto Networks (PANW) as stocks to watch. Lisa notes Meta Platforms (META) as a company with lots of room to rebound in its AI efficiency push. ======== Schwab Netwo...

Scott Ladner and Tony Bancroft debate whether the defense rally has peaked after strong gains. Ladner favors rotating out as de‑escalation gets priced in, while Bancroft sees sustained upside from rising defense budgets and a push to expand weapons production. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Ara Kharazian explains why U.S. business adoption of AI crossing 50% marks a major inflection point for enterprise software. He discusses how AI‑native, workflow‑embedded solutions are challenging incumbents and rapidly eroding traditional software moats. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all inve...

Landon Swan of LikeFolio talks about PepsiCo's (PEP) price action and why he believes shares fizzled out. While year-over-year web visits showed an uptick, Landon points to other user metrics pointing to strong headwinds ahead for the legacy food and drinks company. However, he sees a snapped downtrend as a sign investors will see reprieve. ======== Schwab Network ======== Empowering every inv...

Target (TGT), the CBOE Volatility Index (VIX), and Home Depot (HD) take Don Kaufman's focus for today's Big 3. Don offers his insights on each name and walks through example trades, while Rick Ducat highlights key technical levels to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors....

Stephen Sopko and Brendan Burke break down ASML Holding’s (ASML) strong earnings beat and why the stock slipped as the company changed its reporting approach. They explain how a wafer‑fab equipment super cycle is taking shape, led by surging memory demand and massive orders from SK Hynix, Micron (MU) and Samsung. Despite near‑term noise and export concerns, the long‑term outlook remains tied to th...

Steve Hochman explains how geopolitical friction in the Strait of Hormuz creates delayed but powerful supply‑chain shocks beyond oil prices. He highlights how companies like Walmart (WMT), Schneider Electric, and Maersk are using AI and simulation tools to anticipate disruptions, manage inventories, and turn supply‑chain resilience into a competitive and earnings advantage. ======== Schwab Network...

Jim Iuorio explains why fears of stagflation are fading as labor data and falling oil prices reshape the market outlook. He discusses how crude slipping toward key support levels will ease inflation pressures, reopen the door to interest rate cuts, and lift equities. Despite mid-term volatility for 2026, Iuorio argues the underlying resilience of the U.S. economy suggests recent market stress may...

After TSMC (TSM) pointed to still-strong revenue growth earlier this month, Eric Clark urges investors pay attention to the "big picture" of the foundry's future growth. He highlights capacity constraints in the AI trade creating headwinds and tailwinds for the company. One tailwind: those bottlenecks creating long-term demand for TSMC. Tom White turns to an example options trade for...

Bank of America (BAC) added more muscle to big bank earnings with its latest beat Wednesday. Marley Kayden walks investors through the report to show how some metrics largely outperformed Wall Street estimates. Joe Tigay offers an example options trade for Bank of America. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not sui...

John Kosar takes a closer look at what’s really driving the S&P 500 (SPX) as it consolidates near historic highs. He explains why industrials, utilities, and technology are leading while defensive sectors lag, and why subdued volatility remains a key support for the rally. Kosar also cautions that headline‑driven momentum makes disciplined, data‑based analysis more important than prediction. =...

Charles Schwab's Nathan Peterson says we are overbought in the short-term and expects to see sideways consolidation. That said, if bulls "punch above" S&P 500 (SPX) record highs, he sees a more interesting scenario ahead. One corner of the market pushing back against bearish trends: software, where Nate highlights a "bear trap" seen in the iShares Expanded Tech-Software...

President Trump expects U.S.-Iran negotiations to resume this week. Kevin Green tells investors to brace for further crude oil volatility. Even as futures move to the downside, KG makes the case that we're not down with sharp moves in the commodity. Also on his radar: helium, as Russia cuts off exports for the product. He later highlights the latest NAHB housing market index and the downtick s...

Blake Millard breaks down the S&P 500’s sharp V‑shaped recovery as markets push back toward January highs. While sentiment remains depressed due to inflation and labor‑market pressures, he argues the backdrop for risk assets is improving. Millard highlights semiconductors as a long‑term backbone and sees opportunity in oversold software as tech sentiment hits washout levels. ======== Schwab Ne...

ASML Holsing (ASML) plays a crucial role, often unsung role in the AI trade, and Diane King Hall says the company is seeing the demand for its products. She goes over the company's latest earnings. Nike (NKE) leadership signals better days ahead for the legacy sportswear company as CEO Elliott Hill and Apple (AAPL) CEO Tim Cook buy more shares. Diane then touches on Piper Sandler's upgrade...

Kevin Mahn discusses the S&P 500 (SPX) hovering near record highs as investor focus shifts firmly to earnings strength. He explains why a stable U.S. economy and cooling inflation could allow the Fed to hold rates steady, while healthy banking activity points to a resilient consumer. Mahn also highlights a stock‑picker’s market, pointing to opportunities across A.I. infrastructure, energy, aer...

Kevin Hincks says stocks are getting ahead of some commodities regarding the latest headlines surrounding U.S., Iran, and the Strait of Hormuz. Watch continuing pressure from China throughout the talks, says Kevin, as he sees the country wanting to keep discounted prices from Iran purchases instead of paying for market value. He then turns to Bank of America's (BAC) earnings and explains why t...