Schwab Network

Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios an...

Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the technicals in the s...

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open...

Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while s...

David Waddell discusses his outlook expectations for the back half of 2026 and why he sees it being choppy. He says while the economy and inflation are okay, we’re distracted by the AI bubble and advises investors to stay away for now. David predicts the Fed meeting tomorrow will be a “very spectacular non-event” with more news to come in September and touches on the biggest risks facing markets r...

Jim Stoeffel talks about microcap stocks and their rising importance amid AI and geopolitical volatility, calling the group a great investment opportunity overall. He explains why his firm is eyeing microcaps and rotating out of Big Tech to buy into those names. Jim names TrueBlue (TBI) and Ichor (ICHR) as some of his top picks.

Chi Chen discusses the key trends shaping global fixed income markets and shares her outlook for bond investors. She explains why today's higher yields offer an opportunity to generate additional portfolio income without sacrificing credit quality, and highlights the factors investors should watch as they navigate the fixed income landscape. Chi also looks inside the recent shifts in the bond...

Cinthia Murphy highlights the latest ETF fund flows as earnings season continues and what investor demand reveals about the market. She also discusses the sectors driving the market and the trends contributing to broadening strength as investors rotate out of the AI trade.  ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not su...

Microsoft (MSFT) reports earnings July 29, with investors focused on whether its massive AI investments are paying off. In this Tech Corner, George Tsilis breaks down expectations for Azure, Copilot, and Microsoft's rapidly expanding AI business, as Wall Street looks for signs that rising cloud revenue will justify all the spending. George also examines the key risks heading into earnings, includi...

Marley Kayden highlights Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) earnings this week and explains how CapEx overshadowed top and bottom line beats from two of the three Big Tech firms. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.ap...

Adrian Cachinero, co-founder of Steakhouse Financial discusses how major financial institutions are increasingly moving assets onto public blockchains, accelerating the adoption of blockchain-based finance. He explains the role of stablecoin-powered financial products and why firms including Apollo Global Management (APO), Janus Henderson Group (JHG), and Societe Generale are embracing on-chain ma...

Marley Kayden and Sam Vadas look beyond the first round of Mag 7 earnings and fears of rising CapEx to focus on other headlines catching investor attention to close the week. They talk about the significance of Nvidia (NVDA) CEO Jensen Huang joining X and economic data showing a surprising amount of resiliency. ======== Schwab Network ======== Empowering every investor and trader, every market day...

FRAME CEO Alexander Taskey discusses how blockchain rails and tokenized deposits are reshaping payments. He explains how FRAME connects with existing banking systems to enable 24/7 settlement, reduce risk, and support interoperability and compliance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

Todd Chanko highlights three companies with growth potential despite market uncertainty: Gentex (GNTX), Gentherm (THRM), and First Advantage (FA). He discusses how GNTX and THRM are expanding their technologies into new markets, while FA is benefiting from increased demand for employment screening as AI-generated fake identities become more common. ======== Schwab Network ======== Empowering every...

Aberdeen Investments' Robert Minter discusses how geopolitical tensions in the Middle East and Black Sea region are pushing energy and agricultural commodity prices higher. He explains how supply chain pressures, U.S.-China competition, and rising inflation risks are supporting commodities, while highlighting broad-based commodity ETFs such as BCD and BCI as potential portfolio diversifiers. =...

Matthew Maley and Ted Rossman break down American Express' (AXP) latest earnings report, focusing on expenses, premium consumer spending trends, and the stock's outlook. They discuss the company's aggressive investments in attracting and retaining Gen Z and millennial customers, as well as the growing marketing competition across the credit card industry. ======== Schwab Network ======...

Charles Schwab's Rachel Dashiell highlights several bullish technical signals emerging across the market, including a potential bullish engulfing pattern in the S&P 500 (SPX) and signs of a bottoming process in market breadth data. She also points to RTX Corp. (RTX) and Thermo Fisher Scientific (TMO) as stocks showing strong reversal patterns that could support further gains. ======== Schw...

"Nvidia (NVDA) is firing on all cylinders but not getting any of the benefits," says Ray Wang. He says the demand for it and AI are there and has a $280 price target for the stock, pointing to significant earnings growth backing his bullish expectations. Companies like Alphabet (GOOGL) and Tesla (TSLA) raising CapEx add to Ray's thesis that Nvidia has more room to run and eventually...

LikeFolio's Landon Swan talks about Oracle (ORCL) and web trends surrounding the company. He points out that web visits for the firm are down 11% year-over-year while the stock has fallen 50% over that same time. Landon makes the case that the sell-off in Oracle is more brutal than it should be, though that doesn't mean investor concerns should be ignored as the firm ramps up CapEx. ======...

Yaël Ossowski of the Consumer Choice Center discusses the proposed merger between Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) and the antitrust hurdles it faces. He argues that changing consumer viewing habits, the rise of platforms like YouTube and TikTok, and increasing streaming competition make the deal necessary to improve consumer choice and help legacy media companies compete...

Crash Champions founder and CEO Matt Ebert explains how advanced vehicle technology is increasing demand for skilled collision repair workers. He discusses AI's growing role in the industry, ongoing labor shortages, and why hands-on trades remain difficult to automate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

"The Intel (INTC) story is largely over," argues Michael Robinson, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from...

Two hot tech stocks and a quieter healthcare mover take the attention of StocksToTrade's Tim Bohen to close out the trading week. He sees Alphabet (GOOGL) tapping notable support as a tentative buy opportunity, expects Super Micro (SMCI) to make a similar bull run it saw earlier this week, and points to CVS Health (CVS) as a reliable, low beta stock. Charles Schwab's Rachel Dashiell offers...

Suzanne Porske, founder of Phoenix Financial Group, breaks down the three-speed economy and the impact of the ongoing wealth transfer from baby boomers to younger generations and women. She also discusses common investing mistakes, alternatives to CDs, and the importance of personalized retirement planning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Jeff Kagan talks about his outlook on the telecommunications industry after Verizon (VZ) showed strength in its earnings while Charter Communications (CHTR) sold off to a 12-year low. He notes key competitors like SpaceX (SPCX) entering the industry as a headwind but believes new tech brought by AI will help alleviate downside risks. That said, Jeff says there will be winners and losers. Tom White...