Schwab Network

Schwab Network

Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2026 CSMPC. All rights reserved.

Author

Schwab Network

Category

Business

Podcast website

schwabnetwork.com

Latest episode

Jul 10, 2026

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Episodes

Options Corner: BA Sees Tight Correlation with SPX 01.04.2026

Boeing (BA) has experienced a tight correlation with the S&P 500 so far this year, says Rick Ducat, who highlights key support and resistance levels to watch in the aerospace company. He stacks the recent trading action in shares and compares it to options activity for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Housing Market Opportunities in Shift from Valuation to Fundamentals 01.04.2026

A shift from a valuation cycle to a fundamental one is creating a cyclical effect in both stocks and bonds, says David Steinbach. It's also creating opportunities in beaten down sectors, like housing, which he considers a "buy" over "build" environment right now. David offers an inside look into the real estate market to explain how fundamentals shifted in the market. =====...

Chart of the Day: PLTR Sideways Trading Action 01.04.2026

Rachel Dashiell with @CharlesSchwab tells investors not to be shocked if Palantir's (PLTR) sideways momentum continues. She highlights key metrics pointing to slowing momentum in the near-term. Rachel compares the five-day and one-year charts to give traders a full perspective on how Palantir shares have moved. ======== Schwab Network ======== Empowering every investor and trader, every market...

Optimism on Iran Conflict Conclusion & New Quarter Excitement Extends Rally 01.04.2026

Futures continued Tuesday's rally before Wednesday's opening bell. Tom White explains how rhetoric from the Trump administration and anticipation of tonight's address from the president add fuel to the gains kicking off a new quarter. Tom adds that earnings expectations remain strong for 2Q, a buoy for an SPX and NDX which hovered around correction territory prior to Tuesday. He later...

Tuesday's Final Takeaways: Weak Jobs Data, AI Restructuring, and Chip Volatility 31.03.2026

Marley Kayden breaks down falling consumer sentiment and a cooling labor market as the latest JOLTS data shows a low‑hire, low‑fire backdrop. Sam Vadas looks at pressure across semiconductors, recent moves in WDC, STX, and MU, and what upcoming data could signal about stagflation, while META and ORCL continue restructuring around AI. ======== Schwab Network ======== Empowering every investor and t...

Sydney Armani on AI’s Shift From Hype to Utility 31.03.2026

Sydney Armani, CEO of AI Fintech World Group, says AI is moving beyond chips and data centers into real‑world enterprise use. He explains how generative AI and intelligent agents are transforming healthcare, aviation, and legacy industrials like 3M (MMM) as the technology shifts from hype to utility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Clearing Confusion on Clarity Act & Hurdles Ahead in Crypto Adoption 31.03.2026

Evan Cheng explains why there's been significant confusion on what the Clarity Act means for consumers and institutional investors as stablecoin scales. He later turns to next steps for hurdles that the crypto industry needs to clear, from deeper regulation to global economies following U.S. footsteps. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opt...

Interest Rates "Sitting" in Place: Tariffs & U.S.-Iran War Keep Fed from Cutting 31.03.2026

Lasting tariff uncertainty and impacts from the U.S.-Iran War leads Mike Dickson to believe the Fed is stuck in interest rate limbo. The FOMC "not being able to aggressively cut" rates also keeps the committee from forecasting too far into the future. That said, Mike sees strong economic data backing no need for rate cuts and argues a "boring Fed is a good Fed." ======== Schwab...

Housing Market Squeezed as Price Growth Slows 31.03.2026

Yelena Shulyatyeva and Mark Vitner break down new Case‑Shiller and FHFA data showing home prices still rising but losing momentum. They discuss how higher energy costs, geopolitical risk, weakening labor conditions, and rising rates are squeezing affordability, while also weighing the impact of Oracle (ORCL) layoffs amid its AI pivot. ======== Schwab Network ======== Empowering every investor and...

Options Corner: NVDA, WDC, AA 31.03.2026

Tech and aluminum take Tom White's attention in today's Options Corner. He turns to unusual options activity in Nvidia (NVDA), Western Digital (WDC), and Alcoa (AA) as markets rally on positive U.S.-Iran War developments. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, rea...

Pizzurro: Stay Risk-On Amid Volatility, Keep Mag 7 Exposure 31.03.2026

Brandon Pizzurro believes there's more risk in a risk-off attitude. He offers his reasoning behind staying investing in equities during times of geopolitical stress. When it comes to the Fed, he doesn't see an interest rate hike but notes pressures on the FOMC's dual mandate. The Mag 7 is something Brandon believes all investors need exposure to. ======== Schwab Network ======== Empowe...

Kudla on Commodities, Defense, and Market Upside 31.03.2026

David Kudla says markets may be setting up for a rally as fundamentals diverge from geopolitical headlines. He discusses rising earnings expectations, strength in commodities as a stagflation hedge, continued upside in gold, and why defense stocks and AI remain long‑term opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks an...

Technical Tuesday: SPX, GS & NEE 31.03.2026

Kevin Horner says the S&P 500’s (SPX) relief rally still faces key technical resistance, with the 20‑day and 200‑day moving averages in focus. He highlights Goldman Sachs (GS) as a potential bullish setup and breaks down NextEra Energy (NEE) as a defensive name testing critical support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ris...

Audrey Symes on AI, Jobs, and Career Adaptability 31.03.2026

Audrey Symes explains how AI is reshaping entry‑level careers, turning routine tasks into automated workflows and giving digital‑native workers an edge. She argues adaptability—not job security—is the real hedge as technology, liquidity, and shifting labor dynamics redefine career mobility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ris...

Ca$htag$: NKE Steps Down as Earnings Loom 31.03.2026

Nike (NKE) heads into earnings near nine‑year lows as its push into direct‑to‑consumer sales backfires and competitors gain shelf space. LikeFolio's Landon Swan discusses weak turnaround signals, margin pressure, and whether a reset toward wholesale and heavy World Cup marketing can spark a relief rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. O...

JOLTS Signals a Low‑Hire, Low‑Fire Labor Market 31.03.2026

Jordan Shapiro and Noah Yosif break down the latest JOLTS report, highlighting a “low hire, low fire” labor market as employers and workers turn cautious. They discuss sector‑specific pressures, slowing momentum, and what weakening labor data could mean for the Fed’s rate‑cut timeline. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks an...

'Bull is Sleeping, Not Dead:' Economic 'Coiled Spring' to Relaunch Bull Run 31.03.2026

Despite inflation fears, U.S.-Iran uncertainty, and private credit concerns mounting a bearish narrative, Samuel Diarbakerly says "the bull is sleeping, not dead." Even if markets fall another 5% to 10%, he expects an economic "coiled spring" to push equities back toward all-time highs. He offers advice in investors on how to position portfolios until volatility subsides, namin...

Progress Software CEO on Earnings & Monetizing the AI Shift 31.03.2026

Progress Software (PRGS) beat earnings expectation, though the stock still sold off following the report. CEO Yogesh Gupta explains how the company is using AI to drive efficiency, expand margins, and deliver real revenue growth while helping enterprise and government clients scale AI securely. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

The Big 3: VST, C, AAPL 31.03.2026

Jessica Inskip returns to the Big 3 by offering insight on stocks she expects to show resilience against the current geopolitical volatility. She points to Vistra's (VST) contracts building an earnings cushion, Citigroup's (C) wealth management opportunity, and Apple's (AAPL) coming upgrade cycles as bullish catalysts. Jessica offers example options trades for her Big 3 picks while Cha...

Nike's (NKE) Turnaround Story Faces New Test into Earnings 31.03.2026

Nike (NKE) heads into earnings near multi‑year lows as product pressure and heavy discounting weigh on the brand in CEO Elliott Hill's company turnaround. Tom Nikic highlights key signals to watch in North America and China, while Tom White outlines an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

NVO Stock "Nothing Short of Disaster," Wegovy Subscription Program Lifts Shares 31.03.2026

Novo Nordisk (NVO) shares continued to sink deeper into five-year lows on Monday as developments from Eli Lilly (LLY) outshine the Danish GLP-1 maker. On Tuesday, the company announced a multi-month subscription program for Wegovy. Marley Kayden explains why the headline lifted shares and takes a closer look into the company's price action. Tim Biggam offers more technical insight and an examp...

McClurg Warns on Bonds, Sees Opportunity in BTC 31.03.2026

Steven McClurg, CEO of Canary Capital, says markets may be carving out a bottom as investors price in eventual Fed rate cuts. He outlines income strategies for choppy equities, warns against long‑duration bonds as yields rise, and explains why Bitcoin (BTC) could be stabilizing ahead of the next risk‑on cycle. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Europe's Energy "Supply Shock" to Hit U.S., China Shows Resiliency 31.03.2026

As Europe sees higher gas prices amid crude oil's sharp volatility, Charles Schwab's Michelle Gibley explains how the energy supply shock will hit the U.S. She notes it's not just gas prices climbing, but other commodities as well, posing greater chances for rate hikes in global banks. That correlation is something she expects to weave into the Fed's consideration. Michelle points to China as one...

Chart of the Day: DELL 31.03.2026

Dell Technologies (DELL) shares are up ahead of Tuesday's trading session but without "a lot of enthusiasm," says Ben Watson with Charles Schwab. He takes investors through the five-day and one-year charts to show how recent weakness prior to the rebound doesn't deter from the stock's strong year-over-year rally. ======== Schwab Network ======== Empowering every investor and...

Midterm Volatility & Middle East Tensions: Patrick Fruzzetti Points to Vulnerable Trades 31.03.2026

Patrick Fruzzetti breaks down midterm‑year volatility, rising Middle East tensions, and the risks of sustained high oil prices. He explains how the Fed’s rate dilemma plays into it all and outlines defensive sector positioning. That said, Patrick remains bullish on gold despite recent weakness. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

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