Schwab Network

Uber Technologies (UBER) will up its autonomous reach as the rideshare giant seeks to invest $10 billion into a robotaxi fleet. Rick Ducat highlights recent price action as shares remain in a slump near 52-week lows. Tom White turns to an example options trade for Uber. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Scott Alter doesn't believe the American dream is dead, it's just changing. As many aspiring homeowners stay skeptical on purchasing their dream house, Scott talks about how the persistently high mortgage rates are capping affordability. He believes there needs to be further action from the Federal government for true relief to enter the housing market. ======== Schwab Network ======== Emp...

Why are markets rallying even as the war between the U.S. and Iran continues? That's the question Robert Conzo recaps the events leading to a ceasefire and addresses worries of complacency among investors. One of Robert's counter arguments against mounting headwinds: resiliency in earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options inv...

Continuing talks amid a U.S.-Iran ceasefire have the attention of global markets, offering a path for the S&P 500 (SPX) to recapture all-time highs. Kevin Green remains skeptical of the rally despite strength in key sectors. He believes Wednesday's strength needs to reach other corners of the market and notes other macro headwinds to watch. KG turns to the tech front by examining ASML Hold...

TSMC (TSM) reports earnings Thursday morning as shares experience a strong rally in recent sessions. Rachel Dashiell of Charles Schwab doesn't see that run continuing with the same strength. She highlights key support and resistance levels heading into earnings and tells traders to brace for volatility on a strong or weak report. ======== Schwab Network ======== Empowering every investor and t...

A tech-led rally may have taken the market headlines, but quantum computing stocks added unseen muscle to that move higher. PPI coming in below Wall Street's expectations offered some reprieve on the inflation front. Marley Kayden and Sam Vadas walk investors through their final takeaways of Tuesday' trading session. ======== Schwab Network ======== Empowering every investor and trader, ev...

Christian Magoon, CEO of Amplify ETFs, discusses how the S&P 500 nearing all‑time highs is revealing a split between cautious institutions and risk‑embracing retail investors. He explains why hedged equity strategies, energy, crypto, and cybersecurity are gaining attention, and how active ETFs and international markets are re‑emerging as attractive opportunities. ======== Schwab Network ======...

Erik Hirsch, co‑CEO of Hamilton Lane (HLNE), pushes back on alarmist views of private markets, arguing fundamentals remain strong despite volatility and private credit concerns. He explains why private capital is critical for capturing growth in infrastructure, energy, and the next wave of AI innovation, where much of the value is created before companies reach public markets. Hirsch says private...

Tesla (TSLA) shares have traded in a downward-slopping channel over recent months even as the stock staged a rebound rally on Tuesday. Rick Ducat highlights support and resistance levels to watch as the Mag 7 giant seeks to regain bullish traction. He then turns to Tesla's options activity to show where traders expect shares to move in the weeks ahead. ======== Schwab Network ======== Empoweri...

After a month-long spree of volatile days in the stock market, Zed Francis recaps what he saw in implied and real volatility trends amid the U.S.-Iran War shakeout. One trend he found interesting was how options activity influenced implied volatility to the downside even as risk persists. Zed walks investors through the latest volatility trends and how to navigate the current environment. ========...

Danielle Shay and John Petrides break down a strong start to bank earnings as major institutions show resilience despite market volatility. They explain why diversified giants like JPMorgan Chase (JPM) and Goldman Sachs (GS) are benefiting from trading activity, while regional banks face steeper challenges. The discussion also looks ahead to upcoming earnings and technical signals suggesting the m...

Mackenzie Peterson explains how the A.I. boom is shifting investment focus from software into the physical infrastructure supporting data centers, highlighting exposure through HVAC and industrial names. She also discusses emerging opportunities in biotech, where companies focused on mental‑health treatments are advancing clinical pipelines while navigating broader market volatility. ======== Schw...

"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on strong fundamentals in AI-centric companies like Microsoft (MSFT), which he considers vastly undervalued following the SaaS-pocalypse. Daniel also has his eyes on the quantum computing space with IonQ (IONQ) and IBM Corp. (IBM). Other picks include I...

Phil Fogel explains how cryptocurrencies are converging with traditional markets through yield‑bearing stablecoins and structured products. He breaks down where digital asset yield comes from, why institutional participation is reshaping returns, and what risks investors need to watch as crypto products move closer to the mainstream. ======== Schwab Network ======== Empowering every investor and t...

Likefolio's Landon Swan highlights a disconnect between DoorDash (DASH) stock volatility and strong consumer engagement data. He explains how expansion into retail and logistics is driving momentum and suggests the market may be underestimating DoorDash’s long‑term growth potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

Arthur Wong and Andy Wang break down Johnson & Johnson’s (JNJ) strong quarterly results and raised full‑year guidance despite a muted stock reaction. They explain how the company is navigating the Stelara patent cliff by shifting patients to next‑generation therapies, with oncology emerging as a key growth driver. The discussion also weighs ongoing talc litigation risk against JNJ’s strong bal...

Sean Desmond, CEO of nCino (NCNO), explains how the fintech company uses AI in banking processes and how it sees balanced growth across existing and new clients. He makes the case that nCino has hidden strengths compared to other stocks caught up in the "saaS-pocalypse," which includes how the company uses data to train LLM models. ======== Schwab Network ======== Empowering every invest...

Prosper Trading Academy's Mike Shorr turns to tech and the final frontier for today's Big 3. He sees trading opportunities in Cloudflare's (NET) latest stock plunge, has a bullish bias on Twilio (TWLO) into earnings, and sees AST Spacemobile's (ASTS) new pullback as a buying opportunity. Mike offers example options trades for his picks while Rick Ducat dives into the key support an...

Tie Lasater discusses how Middle East tensions and persistent inflation are testing market resilience. He explains why energy prices may keep CPI anchored near 3%, while stress builds in private credit and commercial real estate as refinancing becomes more difficult. Lasater also highlights opportunities for private capital in distressed assets and why lower rates are critical to easing the U.S. h...

"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth. Jeff says it's a matter of how they execute on that backlog and if the AI trade continues to accelerate. Tom White offers an example o...

Citigroup (C) moved slightly higher after posting an earnings beat Tuesday morning. Marley Kayden compares Citi's performance on the quarter to companies like JPMorgan Chase (JPM) and Goldman Sachs (GS) to gauge how their balance sheets compare. Tim Biggam remains cautious on big bank stocks and offers an example options trade for Citi. ======== Schwab Network ======== Empowering every investo...

Chinese export weakness shows the latest of global impacts tied to the Strait of Hormuz uncertainty, says Michelle Gibley with Charles Schwab. She talks about sectors she sees as winners as geopolitical volatility swells. Mike Townsend turns his attention to a "grouchy" Congress returning to session as Americans express concerns of rising prices at the pump and elsewhere. Their focus ahe...

Steve Odland, CEO of the Conference Board, warns that stagflation risks are rising as geopolitical tensions and high borrowing costs weigh on growth. He explains why GDP may slow toward 1%, consumer confidence remains strained, and corporations are prioritizing cost control over expansion. Odland also discusses how A.I. investment and frozen capital spending are reshaping executive decision‑making...

The International Energy Agency had warned the U.S.-Iran War oil shock will lead to supply shocks and shrinking demand. Kevin Green offers his take on whether this will lead to "demand destruction" in the oil market. He also offers his technical analysis for crude and agriculture products like soybeans. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Sean O’Hara says strong bank earnings are masking growing uncertainty tied to energy volatility and geopolitical risk. He explains why JPMorgan Chase (JPM) is focused on consumer resilience and guidance risk, as markets rotate away from the Magnificent Seven toward free‑cash‑flow‑rich companies. O’Hara also outlines an alternative A.I. strategy centered on infrastructure plays, including energy pi...