Schwab Network

Carlos Diez, CEO of MarketGrader, discusses the BFOR ETF and its strategy of tracking the equally weighted Barron’s 400 Index. He explains how the fund offers broader market participation beyond a handful of mega-cap technology stocks, highlights its strength in industrials, and outlines its appeal for investors seeking diversified exposure to U.S. equities and the AI-driven growth trend. ========...

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) a...

Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. He says Amazon continues to deliver strong operating margins in AWS, showing those investments are beginning to pay off. Sundaram maintains a Strong Buy rating and a $335 price target on Amazon, arguing the stock remains...

Ellen Wald talks about Exxon Mobil's (XOM) strong refinery turnaround and Chevron's (CVX) earnings beat, explaining what drove the oil giants' latest results. She also discusses why energy companies are staying disciplined with spending and what investors should watch in the oil market going forward. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Megan Brantley from LikeFolio discusses Carvana (CVNA), saying consumer demand remains strong as buyers continue choosing the online used-car retailer at an increasing rate. She believes the stock was overly punished following its earnings reaction and maintains that the underlying business remains strong. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Melissa Otto and Morningstar's William Kerwin break down Apple's (AAPL) latest challenges as supply chain constraints weigh on the company's outlook. Otto says those pressures could persist as hyperscalers continue investing heavily in AI infrastructure, with elevated capital spending expected through 2027 and into 2028. Kerwin argues that any Apple price increases should be viewed in...

Proto Labs (PRLB) CEO Suresh Krishna discusses the company's fifth consecutive quarter of record revenue, driven by operational discipline, factory growth, and strong demand for domestic manufacturing. He also explains how Proto Labs is using AI and proprietary data to accelerate product development and innovation for customers. ======== Schwab Network ======== Empowering every investor and tr...

Tim Bohen takes us through today's Big 3. He highlights SanDisk (SNDK) as a steady technical setup with significant upside potential, Bloom Energy (BE) as a compelling clean AI infrastructure play, and CoreWeave (CRWV) as the highest risk name of the group, calling it the messiest chart of his picks. Alex Coffey then takes a closer look at the technicals, walking through the charts behind each...

Mark McCarron, CIO of Wescott Financial Advisory Group, discusses a market that is increasingly rewarding strong earnings and broadening beyond the Mag 7. He highlights momentum in financials, energy, and small caps while arguing current weakness looks more like a healthy correction than the start of a recession. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Rob Thummel breaks down Exxon Mobil (XOM) and Chevron (CVX) earnings, highlighting strong cash flow generation, shareholder returns, and a supportive refining backdrop. Tom White also outlines a bearish options strategy on Exxon, citing the stock's close relationship to crude oil prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...

Marley Kayden discusses Amazon's (AMZN) latest earnings, highlighting 37% year-over-year AWS sales growth, increased CapEx, and the company's first ever quarter with more than $200 billion in revenue, noting Wall Street was broadly impressed with the results. She explains the key drivers behind the rally and what stood out most in the report. Dan Deming also walks through an example Amazon...

Charles Schwab's Jim Ferraioli breaks down the latest crypto trends, key market flows to watch, and what recent Bitcoin price action is signaling. He explains why he views Bitcoin as a long-duration asset, argues that macro factors have limited influence on its year-to-date performance, and discusses its growing role as a correlation asset despite trading well below last year's levels. Fer...

Kingsview Wealth Management CIO, Scott Martin, discusses rising market volatility, the outlook for Fed policy, and what technical indicators are signaling about investor sentiment. He argues recent swings in stocks like Apple (AAPL), Micron (MU), Marvell (MRVL), and AMD (AMD) create opportunities for long-term investors rather than reasons for concern. ======== Schwab Network ======== Empowering e...

Ava Labs President John Wu explains how institutional investors are reshaping crypto markets, driving adoption of blockchain technology and stablecoin payments. He also discusses the growing convergence of traditional finance and decentralized finance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Wrapping up a busy week of earnings, Diane King Hall breaks down the strong profit growth from Exxon Mobil (XOM) and Chevron (CVX) as higher oil prices and global supply disruptions boosted results. Elsewhere, Reddit (RDDT) is falling despite a strong earnings beat as concerns over search referral traffic weigh on the stock, while Rivian (RIVN) tops earnings expectations and raises its full-year g...

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I. Walter also says Apple (AAPL) is taking a different approach, fo...

Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines. On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on stro...

Palantir (PLTR) has pulled back 41% from its all-time high as investors reassess its lofty valuation ahead of earnings. Tom White highlights the stock's weakening momentum and key resistance levels at $131 and $135. White also breaks down a double calendar spread designed to take advantage of the elevated implied volatility surrounding Palantir's upcoming earnings report. ======== Schwab N...

Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off. Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I....

Pagaya (PGY) delivered what CEO and co-founder Gal Krubiner calls an "epic" quarter, fueled by a resilient high-end U.S. consumer and the company's expanding use of A.I.. Krubiner explains how A.I. is helping Pagaya identify new customers and improve lending decisions. He says Pagaya's affluent customer base is benefiting from the tech boom in their own careers, supporting contin...

Amazon (AMZN) is rallying after earnings, and TripleLift's Rob Deichert says the company's powerful combination of retail, A.I., and advertising continues to drive growth. He points to Amazon's vast retail data, expanding AWS infrastructure, and integrated business model as creating a powerful competitive flywheel. Deichert also says Amazon continues to innovate while showing no meanin...

After getting beat up coming into earnings, Microsoft (MSFT) is closing the week strong. Brett Crowther highlights the $443 level as key near-term support following the company's strong earnings report. On the longer-term chart, MSFT has broken above its former resistance near $400, which could now act as support. Crowther also points to a bullish cup-and-handle pattern that suggests the stock...

Tech earnings wrap up a busy week as investors react to results from some of the market's biggest names. Jenny Horne explains why Amazon (AMZN) is rallying after its strongest AWS growth since 2021, while Apple (AAPL) slips despite reporting its "best quarter ever" as guidance and spending concerns weigh on the stock. Reddit (RDDT) also falls after warning of choppy search referral t...

Apple (AAPL) shares dipped after earnings despite a record quarter, as investors focused on weaker services and China revenue. Amazon (AMZN) rallied on strong AWS growth and record results, while Reddit (RDDT) faced pressure from concerns over search traffic despite beating expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Marley Kayden highlights Microsoft's (MSFT) strong jump post-earnings jump, reflecting investor confidence after its latest results. She also discusses Amazon's (AMZN) Zoox receiving federal approval, making a significant step forward for its autonomous vehicle ambitions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...