Schwab Network

Kevin Hincks believes China has a bigger say in the U.S.-Iran negotiations than many believe. He talks about why Iran may have overplayed their trump cards and why he expects peace talks to materialize as crude oil futures fall. Kevin then turns to his takeaways in big bank earnings so far and the tone they set for a new earnings season ahead. ======== Schwab Network ======== Empowering every inve...

Mario Lagana explains why U.S. equities turning positive for 2026 marks a meaningful momentum shift, with the S&P 500 and Nasdaq reclaiming key technical levels. He highlights signs of institutional sponsorship, broadening leadership beyond technology, and points to infrastructure‑ and industrial‑linked names as earnings strength remains intact heading into year‑end. ======== Schwab Network ==...

Oracle's (ORCL) rebound rally continues after extending a partnership with Bloom energy (BE). Diane King Hall explains why the headline offers a bullish catalyst for both companies. She turns to the earnings front with CarMax's (KMX) declining revenue and profits. Johnson & Johnson (JNJ) didn't fare much better in its report. ======== Schwab Network ======== Empowering every invest...

Oracle (ORCL) muscled a strong rebound rally to start the week, with shares climbing again into the start of Tuesday's trading session. Rick Ducat highlights support and resistance areas to watch as shares attempt another leg higher. Tom White offers an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ris...

Both Bitcoin and Ethereum rallied on Tuesday despite existing uncertainty surrounding the U.S.-Iran War and the Strait of Hormuz. Martin Leinweber explains why the pressures still offer a bullish case for cryptocurrencies. However, Martin still sees an overall "down year" for Bitcoin due to the halving cycle. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Eric Sterner tells investors to brace for a bumpy ride in the stock market. However, he sees strong earnings giving equities a lift. He weighs the supply constraints in crude oil and agriculture products against resilient markets to explain how they all set an uneven foundation for investors. Eric adds that an "unpopular" conflict between the U.S. and Iran adds pressure on the White Hous...

Nvidia (NVDA) is rebounding with the rest of the market, climbing back to $190 and testing another key resistance level. Charles Schwab's Ben Watson charts out the key levels to watch in the Mag 7 leader's price action ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading,...

Markets are pricing for brighter days ahead, according to Kevin Green. While he's skeptical of the recent rally, he finds the strength backing it impressive. KG analyzes the futures into Tuesday's opening bell and crude oil's dip hitting as low as $95 overnight. However, be mindful of oil demand once concerns around the Strait of Hormuz subsides. JPMorgan Chase (JPM) earnings and a for...

Rusty Hutson, CEO of Diversified Energy (DEC), discusses the company’s move to the NYSE and its strategy of acquiring and optimizing mature fossil‑fuel assets. He explains why global supply constraints and geopolitical instability could push oil prices above $100, even as U.S. energy independence softens some risks. Hutson also highlights the disconnect between physical energy markets and valuatio...

Rick Ducat turns to Palantir (PLTR) on today's Options Corner after the software giant tumbled to a multi-month low on Friday. As shares set the stage for a tentative rebound, Rick explains how the stock's underperformance for 2026 so far can regain bullish momentum by examining key support and resistance levels. He later offers a glimpse into the company's options activity. ======== S...

Joe Rinaldi discusses opportunities in cybersecurity as volatility creates long‑term entry points through ETFs like CIBR and HACK. He outlines why he remains bearish on traditional energy, favors natural gas exposure via Cheniere (LNG), and sees utilities as largely overvalued relative to Treasuries. Rinaldi also highlights Dominion Energy (D) and emerging‑market dividends through DVYE as selectiv...

Seth Schachner examines the growing backlash to the proposed Paramount Skydance (PSKY)–Warner Bros. Discovery (WBD) merger as Hollywood creators warn of reduced competition for talent and content. He discusses the risks posed by the combined company’s heavy debt load, regulatory scrutiny around news and sports assets, and whether leadership’s no‑layoff pledge is realistic ahead of a shareholder vo...

Charles Schwab's Rachel Dashiell joins the Watch List for the show's newest segment: Charts to Watch. She analyzes the 9-month price action of the S&P 500 (SPX) as the index trades just 2% below its all-time high. Rachel then turns to the AI trade by analyzing a "false breakdown" in Palantir (PLTR) and Nvidia's (NVDA) slow march back to record highs. ======== Schwab Netwo...

David Nicholas, CEO of Nicholas Wealth, explains how the Bitcoin Night Shares ETF (NGHT) is designed to capture the majority of Bitcoin’s gains, which have historically occurred while U.S. markets are closed. He discusses the “overnight effect,” the strategy of holding Bitcoin at night and Treasuries during the day, and why time diversification is becoming as important as asset allocation in a 24‑...

All victims of the "SaaS-pocalypse" are being looked at once again, says R. Ray Wang. Once the U.S.-Iran War ends, he believes the reinvigoration of AI chip interest will lift software as well. For Nvidia (NVDA) in particular, he expects the Mag 7 giant to show strength in every piece of the AI trade. How well it will dominate depends on how fast energy and chemical products can move thr...

Brent crude oil will fall back around the $80 "if the war ends tomorrow" between the U.S. and Iran, says Andrew Graham, pointing to an oversupply of the commodity aiding a bear case. Ben Cook still believes the disruptions already made to the energy trade will prove meaningful long-term. The panel weighs on crude oil's volatile impacts to the U.S., global markets and the Fed's in...

Brian Seay explains why reacting to market volatility and geopolitical headlines can undermine long‑term returns. He discusses a K‑shaped economy driven by AI investment and infrastructure spending. He also notes that energy markets appear to be pricing in a swift geopolitical resolution, and he emphasizes disciplined allocation across stocks, gold, and real estate to navigate structural shifts. =...

Fabio Bin explores the rise of a new “connection economy” as consumers move away from screen‑based engagement toward real‑world experiences. He explains how companies like WeRoad are addressing loneliness with connection‑driven travel, while similar shifts are reshaping dining, fitness, and local communities. The trend suggests the next phase of growth may come from monetizing meaningful in‑person...

LikeFolio's Andy Swan explains why Best Buy (BBY) continues to lose ground to rivals like Walmart (WMT), Target (TGT), and Costco (COST). He breaks down weakening web traffic, rising competition from Amazon (AMZN), and why partnerships and dividends may not be enough to offset high costs and limited organic growth. As big‑box competitors improve their online models, Best Buy’s long‑term positi...

Pierre Buhler and Stephen Biggar break down why Goldman Sachs (GS) shares fell despite posting strong earnings to kick off bank reporting season. They discuss how geopolitical risk and lingering stagflation fears are weighing on investor confidence, while banks quietly build reserves despite favorable rate dynamics. The conversation also looks ahead to earnings from JPMorgan Chase (JPM), Bank of A...

Andrew Chanin, CEO of ProcureAM, breaks down why a potential SpaceX IPO could reshape both the space industry and U.S. equity markets. He examines how an unprecedented valuation may force index rule changes, drive renewed interest across the space sector, and spark consolidation as firms compete for strategic dominance. The discussion also explores the evolving role of the Procure Space ETF (UFO)...

Patrick Mueller warns that geopolitical risk and cooling momentum in technology could trigger a broader market pullback. He discusses why stretched A.I. expectations may lead to institutional profit‑taking, while opportunities shift toward energy, infrastructure, and income‑generating strategies. Mueller highlights dividend overlays, grid infrastructure, and traditional energy as ways to stay bala...

Aquiles Larrea, Jr. turns to three stocks that experienced recent downswings and following rebounds which he sees building in the coming weeks and months. He offers bullish cases for CubeSmart (CUBE), Firefly Aerospace (FLY), and Intel (INTC). Rick Ducat backs Aquiles's analysis with technical insight into key levels to watch on the charts. ======== Schwab Network ======== Empowering every inv...

As earnings season begins, Macrae Sykes offers a big picture perspective on the banking space and how their reports serve as buoys amid geopolitical and private credit woes. He highlights key metrics to mind in companies like JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC) and others. Tom White turns to an example options trade for Citigroup. ======== Schwab Network ======== Empowering...

Michael Shaoul examines the market’s fragile response to escalating tensions in Iran and the risk of energy supply disruptions. He argues that oil priced between $90 and $100 remains manageable for U.S. consumers and sees a rotation into energy stocks as nominal growth persists despite sticky inflation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...