Schwab Network

The U.S. enters a 12th straight day of bombing Iran as pressure mounts to reopen the Strait of Hormuz. Alex Coffey talks about the latest developments as crude oil climbs back to $90 a barrel. Alphabet (GOOGL) posted strong earnings backed by an 82% year-over-year increase in cloud revenue, though investors took issue with a CapEx raise. Alex explains why the number is taking all the focus in Alph...

CharlesSchwab's Adam Lynch highlights the slow but steady rebound shaping up in Bitcoin's price action since hitting 21-month lows at the start of July. It comes as lawmakers in Washington, D.C. make an apparent final push to push the Clarity Act. As Adam discusses, governments across the global are also creating their own regulatory frameworks around cryptocurrencies. ======== Schwab Netw...

The AI trade is going nowhere, according to Wednesday's round of after-hour earnings reports. Marley Kayden walks investors through her biggest takeaways from key metrics in Alphabet (GOOGL), Tesla (TSLA), and IBM Corp. (IBM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...

Marley Kayden discusses the latest developments surrounding the Stop Insider Trading Act vote and the ongoing debate around congressional stock trading rules. She also covers reports about OpenAI model bypassing sandbox restrictions during testing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw...

Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations. The panel also discusses Texas Instruments (TXN), ServiceNow (NOW), and IBM Corp. (IBM). ======== Schwab Network ======== Empo...

Tyler Ellegard discusses how rising oil prices and renewed Middle East tensions are shaping the inflation outlook and influencing global markets. He also shares his preferred investment themes, highlighting financial stocks and the AI infrastructure trade, including Equinix (EQIX), as opportunities despite heightened geopolitical uncertainty. ======== Schwab Network ======== Empowering every inves...

Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

Mike Cordonnier, CEO of Carlsmed (CARL), explains how the company's AI-enabled platform is helping reduce re-operations in spinal surgery through personalized treatment planning. He details how AI and 3D-printed custom devices improve surgical outcomes while lowering costs for hospitals, supported by favorable Medicare reimbursement trends. ======== Schwab Network ======== Empowering every inv...

Neena Mishra, Director of ETF Research at Zacks Investment Research, discusses the rapid growth of the drone industry and the factors driving adoption across global markets. She talks about how drone-focused ETFs provide diversified exposure to defense, industrial, agricultural, security, and renewable energy applications. Neena highlights examples in the REX Drone ETF (DRNZ) and the Defiance Dron...

Steve Westly discusses why Tesla's (TSLA) energy business could be a key driver of future growth ahead of earnings, making the case its position in the sector proves just as valuable as EVs and AI. Tu Le weighs in on Tesla's outlook internationally, discussing market conditions and noting that the company's factory production remains strong despite ongoing pressure. ======== Schwab Net...

Charles Schwab's Rachel Dashiell highlights the S&P 500's (SPX) critical retest of its 50-day moving average, arguing the market may be setting up for a significant move in either direction. She also breaks down AI memory names Micron (MU) and SanDisk (SNDK), pointing to a failed bearish reversal in the former stock and a potential near-term bounce opportunity in the latter. ======== S...

"All eyes are clearly going to be on cloud revenue as well as CapEx numbers," says Angelo Zino as he discusses expectations for Alphabet (GOOGL) earnings. He notes a very high bar for the stock with Wall Street eyeing 20% growth. With China releasing cheaper AI models compared to U.S. counterparts, Angelo believes regulation will come into play. It also puts a greater emphasis on the Mag...

GEN Restaurant Group (GENK) CEO David Kim explains how inflation is driving consumers toward grocery stores and away from traditional dining experiences. He discusses why restaurant brands are expanding into retail channels and how growing demand for convenient, pre-cooked grocery products is helping offset declining restaurant traffic. ======== Schwab Network ======== Empowering every investor an...

Lisa Martin shares her expectations for Alphabet's (GOOGL) upcoming earnings report, highlighting the company's aggressive investment in artificial intelligence. She discusses why Google Cloud is well positioned, describing it as a "neutral cloud" that could attract enterprise customers. Lisa also says why she believes Alphabet is in a competitive position. ======== Schwab Networ...

While Alphabet (GOOGL) and Tesla (TSLA) will take up most oxygen on the earnings front after Wednesday's close, Andy Swan from LikeFolio points to IBM Corp. (IBM) as another name to watch. He examines upward consumer demand trends for Big Blue, which he believes suggests its customer base remains strong long-term. Andy also shares his thoughts for the upcoming earnings report and what investor...

Ed Butowsky and Tom Essaye discuss their takeaways from GE Vernova (GEV) earnings. Tom explains why the company is under pressure following earnings, noting that there was little room for error following a parabolic run in shares. Ed discusses why continued losses in the company's wind business stood out as a key concern despite the broader earnings report. ======== Schwab Network ======== Emp...

James Czerniawski breaks down the latest legal challenges facing Paramount Skydance's (PSKY) proposed merger with Warner Bros. Discovery (WBD), including a temporary restraining order and a new lawsuit from the Writers Guild of America. He explains the potential consequences of these actions and the significant financial penalties Paramount Skydance could face if the deal is not completed by S...

TheoTrade's Don Kaufman turns to Big Tech and high beta names for his stock picks in today's Big 3. He leans bearish on Alibaba (BABA) after the stock's recent AI-led rally, sees SpaceX (SPCX) as a long-term opportunity for investors, and warns against Super Micro (SMCI) due to controversies surrounding the company. Don offers example options trades for his picks while Alex Coffey walk...

Andrew Arons shares his perspective on the recent market volatility and what investors should be watching. He highlights Microsoft (MSFT) ahead of its earnings report next Wednesday, noting the stock's near 30% decline from all-time highs, pointing to it as a buy opportunity. Andrew also taps Nvidia (NVDA) and Bloom Energy (BE) as other investments he likes. ======== Schwab Network ======== Em...

Noah Hamman sets the stage for Tesla's (TSLA) earnings after Wednesday's closing bell. His biggest point of focus: EV sales, which he believes will show growth thanks to international markets. Noah also discusses Tesla's robotaxi business and expectations on full self-driving as companies like Alphabet's (GOOGL) Waymo closes the market share gap. Tom White turns to an example optio...

Stephen Coltman discusses how tighter financial conditions are affecting equities, digital assets, and precious metals. He examines the impact of AI spending on big tech balance sheets, what a slowdown could mean for Fed policy, and why investors should watch energy markets and upcoming central bank commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Marley Kayden discusses Super Micro's (SMCI) preliminary fourth quarter results and the company's optimistic outlook on doubling gross margins. She explains Super Micro's commentary which cites strong customer demand and favorable product mix. Prosper Trading Academy's Scott Bauer walks us through an example options trade for the AI server stock. ======== Schwab Network ======== Em...

The rebound in the AI infrastructure trade offered reprieve for Wall Street, says Charles Schwab's Nathan Peterson. Wednesday's key headlines on Super Micro (SMCI) and Alphabet (GOOGL) earnings are now in full focus as investors wait for more inflation on the AI trade. Jim Ferraioli turns to the crypto front and the Clarity Act, which he says will be delayed to 2027 if the legislation does...

Andy Goldberg explains why the fading dominance of the Mag 7 creates new opportunities for diversification. He points to small caps, the equal-weighted S&P 500, and municipal bonds as investors look beyond the next phase of the AI trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com...

Chris McMahon believes the S&P 500 (SPX) will continue to broaden out and offer more muscle to small caps and other corners of Wall Street largely ignored by investors. However, he points to interest rates as a lingering headwind, especially when it comes to the housing market. Chris remains a bull when it comes to the tech trade, particularly in AI memory stocks like Micron (MU) and SK Hynix...