Schwab Network

Shay Boloor offers more insight into Alphabet's (GOOGL) earnings, which showed strong revenue growth backed by cloud, but expanding CapEx sent shares plunging. He sees the AI spending plans as bullish long-term, making the case that the first company to down will lose its AI moat. He adds that Alphabet's "shock factor" is now priced in to other Mag 7 names and likely limits furth...

Sam Callahan explains how inflation, Federal Reserve policy, and rising government spending could shape Bitcoin's future and why he believes the crypto market may be nearing the end of its bear cycle. He also shares why he thinks Bitcoin performs best during times of economic uncertainty and discusses what the Clarity Act could mean for the future of cryptocurrency regulation. ======== Schwab...

Masayuki Abe, Chief Product Manager at Mitsubishi UFJ Financial Group (MUFG) explains why improving inflation, wage growth, and corporate reforms are strengthening the investment case for Japan. He also discusses the MUFG Japan Small Cap Active ETF (MJSC) and how its active strategy targets under-followed companies tied to themes like semiconductors and national resilience. ======== Schwab Network...

Carley Garner breaks down the recent rally in the energy market, explaining why crude oil climbed to $90 a barrel for the first time since June 11. She argues the rally likely would have happened without U.S. involvement, just not as quickly. She also argues the gold market was pricing in geopolitical conflict before the broader market recognized the risks and makes a correlation between it and cr...

Adam Lynch of Charles Schwab discusses the Clarity Act's chances of passing before the August recess and the bipartisan support behind the legislation. He also examines the bill's crypto ethics provisions and whether its potential passage is already reflected in Bitcoin's price. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Jim Thorne previews Intel's (INTC) earnings, arguing that execution—not the headline numbers—will determine the company's future. He explains why investors should focus on AI leaders with strong moats, including Micron (MU), Nvidia (NVDA), and Broadcom (AVGO). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Kenge Stevenson, president of 329 Services and former Missouri Tiger, talks about the economics behind NBA expansions and the private equity surge seen in the space. He discusses what makes ownership in sports so appealing to private investors and explains how it benefits cities and local economies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Hatem Dhiab shares his biggest takeaways from Tesla's (TSLA) earnings, including concerns over CapEx climbing toward $25 billion for 2026. He argues that some investors are shifting their attention to SpaceX (SPCX), another Elon Musk-led company with a stock struggling to find its footing. Hatem believes Tesla builds the best cars but doesn't focus enough on selling them, adding that Musk...

LikeFolio's Andy Swan previews Deckers Outdoor's (DECK) earnings, pointing to solid consumer demand for the company's Hoka brand. While Hoka continues to gain traction, Swan notes it trails On Holding (ONON) and Nike (NKE) in consumer sentiment data. He shares his earnings score for Deckers and discusses the potential for significant post-earnings stock moves. ======== Schwab Network =...

Tony Zipparro and Ben Connard break down their biggest takeaways from Alphabet's (GOOGL) earnings, including the Mag 7 firm's decision to raise CapEx to $195 billion from $180-$190 billion. They also explore the key drivers that could fuel Alphabet's future growth, like Google cloud, which showed an 82% revenue increase year-over-year. ======== Schwab Network ======== Empowering every...

Perry Beberman, CFO of Bread Financial (BFH), discusses the company's earnings beat and strong stock performance, highlighting AI-powered underwriting and disciplined lending practices. He also explains why a resilient U.S. consumer and improving credit trends continue to support growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Prosper Trading Academy's Charles Moon talks all about tech for his Big 3 picks Thursday. He sees opportunity in Alphabet (GOOGL) as the stock sells off after earnings, compares SK Hynix's (SKHY) setup to the Mag 7 giant's earnings reaction, and sees IREN (IREN) as a high-risk, high-reward opportunity. Charles Moon offers example options trades for all his picks while Alex Coffey walks...

Luke Lloyd discusses the market's reaction to rising AI investments from companies like Alphabet (GOOGL), arguing the spending is essential for future growth. He also shares a bullish outlook on software stocks, saying AI will enhance existing platforms rather than replace them. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...

Tony Bancroft discusses strong earnings from RTX Corp. (RTX) and Lockheed Martin (LMT), highlighting growing backlogs and healthy free cash flow as signs of continued defense spending strength. Tom White then outlines an example options trade for Lockheed Martin. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for...

Tesla (TSLA) shares sold off more than 13% in the first hours of Thursday's trading session on mixed earnings and a note that CapEx will tap $25 billion. Marley Kayden breaks down why investors are moving away from Tesla's stock as it trades as the worst performing name in the S&P 500 (SPX). Joe Tigay walks us through an example options trade for the Mag 7 giant. ======== Schwab Networ...

The whipsaw in energy prices brought by lasting tensions around the Strait of Hormuz are weighing on global central banks, says Michelle Gibley of Charles Schwab. Sticking with international headlines, she highlights the "tail wags dog" situation she sees on SK Hynix's (SKHY) proposed ADR conversion cap. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Kristina Hooper examines investor concerns over rising AI spending and whether hyperscalers can deliver meaningful returns. She also discusses inflation pressures, higher infrastructure costs, and what could spark the next move in big tech stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Intel (INTC) shares are more than 25% below its all-time high but up over 330% year-over-year. Tom White shows how substantial the rally has been over recent months to help investors prepare for the legacy tech company's earnings after Thursday's close. He takes the stock's momentum in mind when offering an example options trade for Intel. ======== Schwab Network ======== Empowering ev...

After Alphabet (GOOGL) raised CapEx expectations in earnings, investors are taking a step back despite strong numbers from Google's parent company. James Demmert argues Alphabet is a buy at current levels, pointing to a substantial bottom line beat and explosive cloud revenue growth as signs its CapEx is offering real ROI. He names Nvidia (NVDA) and ASML (ASML) as key hardware names to watch....

Amazon (AMZN) shares are seeing more pressure Thursday after Alphabet (GOOGL) and Tesla (TSLA) signaled a CapEx increase in earnings. Charles Schwab's Ben Watson shows the short and long-term price action in the stock to highlight key support and resistance areas investors need to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

David Doyle explains why he remains optimistic on the U.S. consumer, citing improving delinquencies, healthy household finances, and a resilient labor market. He argues that falling unemployment could prompt the Fed to resume hiking rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

David Wagner explains why Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx. He also breaks down Tesla's (TSLA) earnings miss and its long-term AI strategy after the company posted negative cash flow. Turning to the macro AI impacts, David highlights the future of the data center buildout, along...

Diane King Hall touches on the top earnings moving markets after Thursday's opening bell. RTX Corp. (RTX) and Lockheed Martin (LMT) added muscle to the defense trade while Southwest Airlines (LUV) and American Airlines (AAL) fell following their reports and added fuel pressures. IBM Corp. (IBM) topped earnings estimates but shares still fell. ======== Schwab Network ======== Empowering every i...

Tesla (TSLA) signaled it will have negative cash flow and is down to start Thursday's trading session. Alphabet (GOOGL) posted 82% cloud growth and stronger-than-expected earnings, but the stock also moved lower. Kevin Hincks points to CapEx as the key driver behind the downside moves in both Mag 7 names. He believes investors want to see a stronger profit roadmap to justify greater AI spendin...

Greg Friedman talks about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war. He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties...