Schwab Network

Barb Clapp explains why healthcare continues to anchor the U.S. labor market even as AI and trade policy disrupt other sectors. The industry added roughly 700,000 jobs over the past year, offsetting broader employment weakness as the population rapidly ages. With demand for caregivers and nursing staff surging, healthcare remains one area where technology cannot replace human labor. ======== Schwa...

Peter Tchir is "highly suspect there will be a ceasefire" in Iran. Another 3% to 5% pullback in stocks is in the cards should the U.S.-Iran War escalate. When it comes to equities, Peter urges investors to turn overseas and look at sectors he sees growing as countries become more self-sufficient. He suggests staying long in the energy sector as geopolitical uncertainty and affordability...

Marla Llerena says global conflict is driving volatility, but investors shouldn’t panic. She highlights opportunities tied to AI‑driven infrastructure, power grids, and renewables. She's also watching CPI, energy prices, and relative strength in consumer staples amid global uncertainty. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ris...

Even if conflict around the Strait of Hormuz ends soon, the existing damages to energy infrastructure in the Middle East have Ellen Fraser maintaining a bearish crude oil outlook. Her "best case scenario" is if the strait opens soon and infrastructure repair follows immediately after. Kenny Zhu talks about the concept of "spare capacity" and why oil supplies face long-term cons...

New month, new Charles Schwab STAX. Joe Mazzola notes a shift in sentiment with investors moving into more ETFs. He believes those investors want to stay exposed while becoming more diversified. That said, Joe points to Nvidia (NVDA), Microsoft (MSFT), and Tesla (TSLA) holding their top spots in the buy category. Broadcom (AVGO), AMD Inc. (AMD), and Netflix (NFLX) were among the stocks Charles Sch...

Sandra Swirski, CEO of Integer, breaks down why tax refunds are surging this season and whether that cash will boost spending or get absorbed by inflation. She also examines widening state tax divides, migration toward low‑tax states, and what refund liquidity could mean for consumers and markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo...

LikeFolio's Landon Swan says Carvana (CVNA) is flashing a bullish disconnect as consumer demand trends higher despite Wall Street skepticism. He explains how Carvana’s fully online model is gaining traction with younger buyers and why the pullback from recent highs could be creating an entry point versus traditional rivals like CarMax (KMX). ======== Schwab Network ======== Empowering every in...

Max Baecker is "more bullish than ever" on gold as the yellow metal retreats to what he sees as a strong support level. If crude oil's price action continues to climb, he sees it leading to a stagflationary environment that will lower interest rates and incentivize gold buying. Derek Macpherson sees everlasting geopolitical uncertainty and central bank investments adding to gold'...

Kieran Osborne says geopolitical noise is pressuring markets, but underlying U.S. fundamentals remain solid. He discusses the rotation into value and small caps, the resilience of international markets. He also talks about why private credit is gaining appeal as investors wait to see whether easing inflation or geopolitical relief opens the door to Fed rate cuts. ======== Schwab Network ======== E...

Energy, EVs, and rideshare companies take Scott Bauer's attention for Monday's Big 3. He sees opportunity in the volatile energy trade with Cheniere Energy (LNG), Tesla (TSLA) regaining bullish momentum, and Uber Technologies (UBER) holding strong long-term fundamentals. Scott offers example options trades for his picks while Rick Ducat backs the Big 3 with key technical analysis. ========...

Ted Thatcher warns that rising energy costs and cracks in the labor market raise stagflation risks, leaving the Fed in a tough bind. He discusses why pullbacks in mega‑cap tech may be creating opportunity. He looks at why Microsoft (MSFT) and Meta (META) stand out for near‑term AI monetization. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Alphabet (GOOGL) is leading the way when it comes to AI monetization, says Ali Mogharabi. He points to optimization in search and advertising as key signals in how companies can grow from the advancing tech. Ali adds that Google Gemini will build a wider runway for Alphabet's future tech prospects. Tom White offers an example options trade for the Mag 7 giant. ======== Schwab Network ========...

Charles Schwab's Collin Martin runs through the latest ISM manufacturing data and ways it affects the Fed's dual mandate. It plays into Collin's Big Picture perspective on the FOMC as the U.S.-Iran War, paired with energy pricing pressure, keep persistent inflation on the docket for 2026. He believes bond markets will stay focused on the mid-term outlook for the U.S.-Iran conflict. ===...

Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in emerging markets as AI‑linked names like Nvidia (NVDA) experience stock de-ratings. Jay sees emerging themes in renewables and regional growth through ETFs like TAN and ILF. ======== Schwab Network ======== Empowering every investor and trader, ever...

Sometimes, "the best thing you can do is do nothing," says Ted Weisberg. He sees continuing volatility from the U.S.-Iran War creating an uncertain trading environment, making the case that it's best to keep your portfolios steady for now. Ted also sticks by what he considers the "rail and garbage" trade, pointing out stocks and industries that will stay strong against AI u...

Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to fall to $75–$80 as U.S. and Gulf production eases supply concerns. Steven believes the AI sector is just beginning and points to Nvidia (NVDA) as a key growth driver. He notes Dell Technologies (DELL) and HP Inc. (HPE) should benefit from a workstation...

Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). George Tsilis talks about the avenues Goldman Sachs sees opening for the streaming giant despite losing the bidding war. He then explains why BofA downgraded Carvana (CVNA) and the metrics behind Keybanc's price target hike for Intel (INTC). ========...

Whispers of ceasefire talks between the U.S. and Iran have investors on edge to begin another trading week expected to hold lots of volatility. Kevin Hincks walks investors through his expectations and how you can brace for price action in either direction. He offers insight into the March jobs report and previews other key economic data this week. ======== Schwab Network ======== Empowering every...

Carvana (CVNA) shares caught new traction in recent trading session, as Rick Ducat takes the wheel by putting key levels to watch in the headlights. He then turns to an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure...

Jay Woods remains cautious of positive price action so long as the U.S.-Iran War continues. That said, he sees technical improvement in the S&P 500 (SPX) and a tentatively strong earnings season offering bullish opportunities. One report he sees as more important than many estimate: Delta Airlines (DAL). Jay point to solar energy and big pharma as other corners of Wall Street he expects to gai...

"Volatility may still be in front of us," says Erin McLaughlin when turning to the labor picture after Friday's March jobs report. The month showed a 178,000 increase but a 133,000 job loss in February's revised report. Erin paves a path she projects the FOMC to take and ways investors can add protection their portfolios. ======== Schwab Network ======== Empowering every investor...

Markets are awaiting President Trump's Tuesday deadline for Iran to reopen the Strait of Hormuz. Tom White discusses how the war is impacting the overall market, the positive jobs report data released on Friday while markets were closed, and why Bitcoin is moving higher on Monday morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

You see their products everywhere — and may even own one of them yourself. George Tsilis revisits Apple (AAPL) for this week's Tech Corner and weighs the Mag 7 giant's gargantuan balance sheet against global competitors like Samsung. Apple's flagship iPhone product and iOS software offer clear tailwinds for the company's tech ecosystem as it advances AI. That said, George points to...

Marley Kayden and Sam Vadas cap a short trading week filled with volatility by turning to headlines investors likely missed on Thursday's session. They explain the sell-off in travel stocks caused by the most recent crude oil spike and highlight why tariffs are back in Wall Street's spotlight. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Rob Thummel says the latest oil spike tied to Iran highlights a deeper shift toward U.S. energy independence. He explains why America’s shale advantage and low‑cost power make energy a long‑term strategic play—especially as AI data centers drive demand for reliable domestic electricity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...