Schwab Network

Jason Brown takes us through today’s Big 3 and offers example options trade for all three. He is watching Apple (AAPL) as the Mag 7 giant breaks out, Meta Platforms (META) are shares move lower following a recent rally, and PepsiCo (PEP) as a company consumers will “never not love." Charles Schwab's Ben Watson walks us through key levels in the stock charts. ======== Schwab Network ======...

OptionsPlay's Tony Zhang talks about why stocks are mixed to close out a holiday-shortened trading week. He offers two bullish cases in different corners of the consumer space through Mastercard (MA) and eBay Inc. (EBAY) while walking investors through example options trades in both. On Mastercard, he cites the company’s strong business fundamentals, adding that eBay is quietly firing on all c...

Charles Schwab's Cooper Howard and Joe Mazzola say June’s job report was not impressive, with an added 57,000 nonfarm payrolls coming in much weaker than expected. Joe says unemployment rates seem to have improved for the wrong reasons. However, Cooper sees one caveat in that one report doesn’t make a trend. They also discuss tech flows out of semiconductors and the outlook for treasury yields...

Co-founder of Economic Cycle Research Institute's Lakshman Achuthan argues that inflation pressures were already building before recent geopolitical events and warns that lower oil prices won't eliminate the threat. He explains why markets may be underestimating persistent inflation and the potential for fewer rate cuts, or even rate hikes, as the year progresses. ======== Schwab Network =...

Clayton Triick explains why the latest jobs report may reduce pressure on the Fed to raise rates aggressively. He highlights opportunities in fixed income, particularly mortgage-backed bonds and securitized credit, while discussing rising consumer credit risks and the potential for future Fed rate cuts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Carnegie Investment Counsel CIO, Ben Connard, discusses what the latest jobs report means for inflation and the Fed. He also explains how high earnings expectations are impacting stocks and highlights opportunities in Microsoft (MSFT), O'Reilly Automotive (ORLY), and Stryker (SYK). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

At the opening bell, George Tsilis walks us through Thursday morning’s top moving stocks. He says HSBC upgraded Adobe (ADBE) to buy and raised its price target on the beaten down software stock. George also highlights Wells Fargo cutting Alphabet’s (GOOGL) price target and Goldman Sachs raising price targets across the airline industry as crude oil slides. ======== Schwab Network ======== Empoweri...

The June jobs report signals some surprise weakness on the Fed's employment side of the dual mandate, says Jeff Pierce of Charles Schwab. However, he doesn't believe it points to signs of recession. Jeff outlines what the print means for the FOMC's path forward on interest rates and explains how Fed Chair Kevin Warsh's commentary plays into his reasoning. ======== Schwab Network ==...

Shares of Caterpillar (CAT) have surged more than 150% year-over-year as investors see the industrials giant as a key player in the AI buildout. Rick Ducat takes traders through the stock's bull run and highlights key support and resistance levels to watch. He then turns to an example options trade for Caterpillar. ======== Schwab Network ======== Empowering every investor and trader, every ma...

The June jobs report "is not a good number," says Joe Brusuelas, pointing to a 57,000 increase in nonfarm payrolls he considers "barely above breakeven." However, he expects to see "significant upwards revision" to this print once the July numbers come out. He explains where he sees the weakness coming from, how it plays into the Fed's dual mandate, and offers his...

Erik Lundh highlights his expectations for the June jobs report, along with the headwinds he sees should weakness appear on that side of the Fed's dual mandate. He shares concern in how consumers will feel the pinch from rising inflation. Erik then talks about Fed Chair Kevin Warsh's ECB forum speech and why he doesn't see interest rate changes for 2026 and tentatively 2027. ======== S...

Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson...

Crude oil's price spike helped fuel rallies in Chevron (CVX) and related companies. After a significant sell-off in crude, Ben Watson of Charles Schwab points out a "cup and handle" pattern forming in Chevron's stock. He adds that shares are nearing a key support level when examining the stock's long-term price action. ======== Schwab Network ======== Empowering every investo...

Marley Kayden talks about Fed Chair Kevin Warsh's speech at the ECB Forum as markets focus on global central bank commentary. Sam Vadas highlights strength in cyclical sectors seen in Wednesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download t...

Ivan Burazin talks about how businesses are working around AI bottlenecks as infrastructure expands. He explains how to find the next AI winners and how AI agents will be used as more companies deploy the evolving technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Downl...

Lauren Cassidy, co-founder of Founder ETFs, explains how her firm selects companies for financial products. She explains why she believes founder-led companies tend to perform stronger compared to peers. Lauren also makes the case that AI will change the way many of these companies operate and explains how it will affect which stocks her firm selects for portfolios, including tech-led companies li...

Nasdaq's Sal Bruno talks about the three pillars affecting market performance in the index. He says fundamentals have the largest impact because they drive earnings, followed by the U.S.-Iran war and macroeconomic conflict. Sam also discusses the importance of AI to the markets growth and looks inside the recent tech sector rotation. ======== Schwab Network ======== Empowering every investor a...

Dryden Pence explains why declining oil prices, despite ongoing instability in Iran, could provide a meaningful boost to U.S. consumers and the broader economy. He discusses the economic tailwind from lower energy costs and shares his top energy stock picks, including Exxon Mobil (XOM) and Chevron (CVX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Kurv Investment Management's Howard Chan talks about his firm's KMEM ETF and how it offers investors exposure to global AI memory businesses. He then talks about memory's role in AI infrastructure by highlighting chipmakers Micron (MU), Samsung and SK Hynix. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Beer remains a bright spot for beverage companies as Constellation Brands (STZ) benefits from strong demand for Modelo, Corona, and Pacifico despite weakness in wine and spirits. Bill Kirk and Phil Kafarakis discuss the consumer trends supporting beer sales, the impact of major events, and the continued growth of Anheuser-Busch's (BUD) Michelob Ultra. ======== Schwab Network ======== Empowerin...

Charles Schwab's Rachel Dashiell breaks down the technical outlook for the S&P 500 (SPX), highlighting improving market breadth and a potential bullish momentum crossover that could support new record highs. She also discusses favorable setups in consumer finance names Dave Inc. (DAVE) and Upstart Holdings (UPST), which may benefit from a stable interest rate environment. ======== Schwab N...

Bending Spoons (BSP) CEO Luca Ferrari discusses the company's IPO and how public markets will support its acquisition-driven growth strategy. He explains the firm's approach to buying underutilized digital brands, including AOL, and transforming them through technology, talent, and operational improvements while highlighting Bending Spoons' long-term vision for expansion. ======== Schw...

Landon Swan from LikeFolio discusses whether Palantir’s (PLTR) business could become commoditized as AI continues to grow its commercial customer base. He examines the difference between consumer sentiment and investor sentiment surrounding Palantir as the company's software becomes more embedded in customer operations. ======== Schwab Network ======== Empowering every investor and trader, eve...

Nike (NKE) is rallying despite continued sales pressure and weakness in its direct-to-consumer business. Tom Nikic and Zach Warring discuss wholesale-driven growth, consumer caution, and why a turnaround in China remains key to the stock's upside. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabn...

James Czerniawski discusses Anthropic and the U.S. government lifting foreign access restrictions on Anthropic’s latest models. He says the company's IPO decision will depend on the market and how competitors like OpenAI are performing. James adds that both companies are burning lots of cash trying to keep up and need a clear path to profitability. ======== Schwab Network ======== Empowering e...