Schwab Network

Marley Kayden talks about the Fed's decision to leave interest rates unchanged despite dissents from three of the FOMC members. She also discusses the sell-off in Hims & Hers (HIMS) after FTC filed a lawsuit against the company, alleging it shared customers health data. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and La...

Brett Steenbarger, PhD, is a trading coach, best-selling author and Professor of Psychiatry and Behavioral Sciences at SUNY. He explains what separates elite institutional traders from retail traders, dives into the power of positive psychology and examines how current froth in the market is impacting the mental state of traders. ======== Schwab Network ======== Empowering every investor and trade...

The Fed decided to hold interest rates for July but not without three FOMC members dissenting who instead favored a rate hike. David Busch sees Wednesday's decision and Kevin Warsh's press conference as an attempt to take the spotlight off the Fed and instead focus on market movements and current economic data. Warsh emphasized a 2% target for inflation during the press conference, somethi...

Congress goes on recess next Friday and the Clarity Act still has not been voted on by the Senate. Charles Schwab's Nathan Peterson puts passage of the bill before then at a coin flip's chance and offers his expectations on what changes it will bring to Bitcoin and the greater crypto space. Sticking to regulation headlines, Nate explains what a change to the crypto wash sale means for cryp...

Thomas Urano, Co-CIO and Managing Partner at Sage Advisory, discusses the Fed’s decision to keep rates unchanged and the implications of reduced forward guidance for investors. He explains how AI capital spending is factoring into the Fed’s inflation outlook and why financial conditions can tighten even without changes to interest rates. ======== Schwab Network ======== Empowering every investor a...

Art Hogan discusses the Fed’s 9-3 vote to keep interest rates unchanged and how the three dissenting votes signal a hawkish tilt for rates moving forward. He then highlights broad-based earnings growth across the S&P 500 (SPX), small cap outperformance, and the long-term AI productivity gains he sees helping in the fight against inflation. ======== Schwab Network ======== Empowering every inve...

John Lonski breaks down the Fed’s decision to keep interest rates unchanged and the debate over where policy goes next. He examines the gap between market expectations for higher rates and forecasts calling for eventual cuts, while arguing that geopolitical risks and potential oil price shocks pose a greater inflation threat than the Fed’s latest move. ======== Schwab Network ======== Empowering e...

The Fed has voted to hold interest rates for July, a decision widely expected by Wall Street. What was unexpected was that three FOMC members voted to raise interest rates. Tom White believes crude oil's price action will drive how the FOMC will vote on interest rates in September. The committee has noted inflation as the key culprit behind price shocks in several sectors of the economy. =====...

David Doyle of Macquarie examines the uncertainty surrounding the Fed’s policy path and the market’s mixed expectations for a potential rate hike. He discusses how changes to forward guidance, inflation concerns tied to higher gasoline prices, and evolving labor market dynamics could drive volatility and reshape investor expectations for the rest of the year. ======== Schwab Network ======== Empow...

Matt Maher talks about his expectations for Meta Platform’s (META) earnings. He says what works most for Meta is their power in advertising, backed by AI implementation behind its advertising tech. Matt also offers his takeaways on the Mag 7 and its aggressive spending on AI infrastructure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Landon Swan from LikeFolio discusses expectations for Meta Platforms (META) ahead of the company’s earnings release after Wednesday’s closing bell. He touches on consumer demand data and says the company is “doing a lot right” to maintain its global audience through social media. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Joe Tigay walks us through his Big 3 picks tied to the AI buildout. He points to Alphabet (GOOGL) as a company monetizing AI in multiple ways, highlights Amazon (AMZN) expanding its robotics capabilities, and calls Vertiv (VRT) a vital AI infrastructure company. Charles Schwab's Kevin Horner takes us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering ev...

Thomas Raymond and Melissa Cohn discuss how AI-driven productivity gains and innovation could help keep inflation in check. They examine the implications for Fed policy and why technological advances may be a powerful disinflationary force. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/...

Yelena Shulyatyeva breaks down the latest consumer confidence report, highlighting concerns around jobs, business conditions, and spending. She explains why consumers are becoming more selective and what the data could mean for future Fed decisions. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

The Mag 7 becoming the Lag 7 is the mantra many have adopted in recent weeks, including Thomas Hayes, who shares concerns around free cash flow after it turned negative for Alphabet (GOOGL) and Tesla (TSLA). His worries extend to the overall AI chip and memory space, making the case that investors should "sell the rip" in rallies. Thomas adds that you should keep an eye on defensive stoc...

Jay Mehta discusses tensions in Mag 7 price action, driven primarily through growing AI CapEx. Investors are investing in other sectors as concerns over AI spending boil over. Jay also highlights what the AI CapEx boom means for the market's forward momentum and breaks down expectations ahead for the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Bryan Gildenberg has his sights set on margins when it comes to Chipotle's (CMG) earnings after competitors in the fast casual space showed signs of compression. In Starbucks (SBUX), he argues competition will be the key pressure point for the coffee giant, as it will need to justify rising prices to core consumers. Tom White offers an example options trade for Starbucks. ======== Schwab Netwo...

Charles Schwab's Mike Townsend talks about the "unusual situation" surrounding the Fed and whether it will hike or hold interest rates. He's in the camp that the FOMC will hold, though without forward guidance, he believes a hike is on the table and expects dissents from members. Nate Peterson elaborates more on rate volatility and how the U.S.-Iran war continues to serve as an o...

Revenue slightly missed in Ford's (F) earnings but EPS beat, backed by guidance strength with the company raising its EBIT outlook. Marley Kayden talks about the rally off the report, the legacy automaker posting $2.5 billion in operating profit, and price target hikes from analysts. Prosper Trading Academy's Mike Shorr walks us through an example options trade for Ford. ======== Schwab Ne...

Jay Hatfield argues the market is undergoing a rotation as hedge funds unwind crowded chip positions. He explains why Amazon (AMZN) looks undervalued and how America's energy advantage continues to support the U.S. investment outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

Blue Macellari discusses T. Rowe Price's new actively managed crypto ETF, TKNZ, and why the firm sees opportunities beyond Bitcoin in today's market. She explains the fund's focus on SEC-compliant tokens, active management, and the outlook for institutional crypto adoption. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Diane King Hall highlights Teradyne’s (TER) rally after beating on earnings and posting strong guidance, giving much needed strength to the stock. Ford (F) also rallied when it showed similar strength in its earnings. As Diane notes, Humana (HUM) shares bounced off lows at the opening bell but investors remain wary on the outlook. ======== Schwab Network ======== Empowering every investor and trad...

Greg Dukes explains why markets are focused more on CapEx than earnings, highlighting Alphabet's (GOOGL) infrastructure spending and the opportunities it creates across energy, construction, and real estate. He also discusses Fed rate hike expectations and why investors should look beyond hyperscalers to companies benefiting from the investment boom. ======== Schwab Network ======== Empowering...

Kevin Hincks does not see Fed Chair Kevin Warsh and the FOMC raising interest rates for July. He points to recent economic data and consensus data for upcoming prints like core PCE he says tilts toward a pause. Kevin also outlines his expectations for Microsoft (MSFT) and Meta Platforms (META) earnings and why AI ROI will be the point investors watch for the most. ======== Schwab Network ========...