Schwab Network

TheoTrade's Don Kaufman takes us through today’s Big 3 and offers example trades for his picks. He first highlights CVS Health (CVS), saying the company’s upside-driving potential is worth hoping on the train. He then turns his interest to the iShares Silver Trust (SLV) ETF as the metal remains in a bear market. Don also finds opportunity in Palantir (PLTR) following its stock bounce. Rick Duc...

Eddie Ghabour says he is taking more defensive action for short-term trading, but remains bullish for the long-term. He tells investors to keep an eye on the AI rotation into underappreciated sectors, adding that software has more room to run than hardware once the rotation slows. On housing, Eddie believes the recent inflow into stocks and ETFs within the sector gives a signal to the Fed not to r...

Uber Technologies (UBER) is "stuck on struggle street," says Thomas Martin. He says the company is performing at its best, though the rise of robotaxis like Alphabet's (GOOGL) Waymo and Tesla's (TSLA) self-driving vehicle add outlook pressures. Tom White walks us through an example options trade for Uber. ======== Schwab Network ======== Empowering every investor and trader, ever...

Shares of Nike (NKE) jumped a bit since the opening bell after the company beat on earnings but showed weakness in China sales. Marley walks investors through the company's commentary on the print as investors seek a "just do it" moment for the stock as it trades near 12-year lows. Prosper Trading Academy's Scott Bauer offers an example options trade for Nike. ======== Schwab Net...

Charles Schwab's Liz Ann Sonders talks about Fed Chair Kevin Warsh’s speech at ECB forum in Portugal and what consumers can expect from the FOMC moving forward. Investors have their eyes on end of the U.S.-Iran war and lower oil prices, but Liz Ann doesn’t believe that will end U.S. inflation woes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

John Lonski expects a choppy second half for stocks as inflation remains elevated and semiconductor valuations stay stretched. He argues inflation is driven by temporary supply-side pressures and believes strong earnings should help limit any major market decline. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

Ted Weisberg notes that a "rising tide has not lifted all ships," pointing out that Wall Street's first half of 2026 benefitted the stock picker. He sees opportunity for value investors after companies like Adobe (ADBE), Intercontinental Exchange (ICE), and Zoetis (ZTS) recently tapped 52-week lows. On the Fed, Ted believes markets aren't factoring in an interest rate hike, somet...

Diane King Hall tells us about this morning’s moving stocks at the opening bell. She says General Mills (GIS) and Constellation Brands (STZ) both beat on earnings even though headwinds persist in the outlook for both companies. In the software space, Diane talks about Gugenheim's upgrade for Salesforce (CRM). ======== Schwab Network ======== Empowering every investor and trader, every market d...

Darius Dale, Founder and CEO of 42 Macro, warns of peak inflation, rising Fed uncertainty, and slowing spending from the Mag Seven. He explains why investors may want to look beyond mega-cap tech and how treasury market pressures are influencing policymakers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...

Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. =...

William Blair named Oracle (ORCL) as the newest stock to its conviction list as shares trade near 52-week lows. Rick Ducat shows how the stock struggled in recent months and outlines potential support and resistance areas to watch. He then turns to an example options trade for Oracle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

"A hat full of surprises" is how Tony Welch classifies the first half of 2026, noting market resiliency in the face of geopolitical uncertainty. That said, he sees valuations "relatively high" in the AI space and doesn't see much more room to run for related stocks. Tony urges investors to brace for an AI rotation and points to other sectors he sees benefiting from the move...

Ahmed Riesgo makes the case that the Fed does not need to raise interest rates, believing core inflation has not risen drastically enough to warrant a hike. Even if the FOMC raises rates, he expects small caps to continue a stellar rally seen in recent months. Ahmed turns to equities be measuring demand for AI memory, along with the runway it still holds for companies like Micron (MU) and SanDisk...

Rachel Dashiell with Charles Schwab talks about the parabolic climb in Palo Alto Networks (PANW) and the "slowing demand" forming on the long-term chart. In the short term, she believes there's potential for shares to run a little further. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

A pause in talks between the U.S. and Iran have futures taking a step back ahead of Wednesday's opening bell. Tom White turns to the trading action and explains how persisting headwinds keep markets pressured. He then discusses the AI memory trade and whether companies like Micron (MU) and SanDisk (SNDK) can keep up with record demand. Tom touches on Nike (NKE) stepping down toward a near 12-y...

AMD Inc. (AMD) closed as one of the S&P 500's biggest winners with new records and raised price targets. SanDisk (SNDK) also surged after Bernstein raised its price targets and Oppenheimer downgraded major U.S. banks. Bank of America (BAC), Morgan Stanley (MS), Goldman Sachs (GS) and Citigroup (C). ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Marley Kayden recaps a strong finish to the first half of the year for stocks, highlighting the factors that fueled market gains. Sam Vadas discusses the latest consumer confidence report explaining why the reading could have missed expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

Has Bitcoin finally found a bottom? Jenny Horne sits down with Charles Schwab's Jim Ferraioli to discuss Bitcoin's recent mining difficulty adjustment, whether the four-year halving cycle still holds up, and what the latest market signals could mean for investors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

John Conca talks about SpaceX (SPCX) and its role in the greater space economy. He says as big a name as SpaceX is, he believes the results will vary as volatility continues to grip the stock. John also touches on his expectations for Starlink adoption and where the company fits in the communications space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Jordan Shapiro breaks down the latest JOLTS data, pointing to a strong labor market and resilient consumer sentiment. He notes workers who switch jobs are outperforming those who stay, pushing companies to raise wages to retain talent. Shapiro says this dynamic is strengthening the position of skilled workers and supporting confidence across the economy. ======== Schwab Network ======== Empowering...

Matthew Bartolini breaks down record ETF inflows surpassing $1 trillion in 2026, highlighting a resurgence in small caps driven by A.I. spending. He points to strong demand for sector ETFs, especially in technology and industrials, with aerospace and defense benefiting from rising geopolitical tensions and increased spending. ======== Schwab Network ======== Empowering every investor and trader, e...

Axel Merk and Cole Keller break down gold’s recent weakness, with prices pressured by rising bond yields and geopolitical tensions, including the war in Iran. While short-term traders have exited, they say long-term holders remain committed and gold is still up over 20% year-over-year. Both argue gold remains a key portfolio diversifier as concerns about U.S. dollar purchasing power persist. =====...

Alex Blume provides a mid-year check-in on digital currencies. He discusses what’s weighing on the crypto trade, the next steps in crypto investing and says Bitcoin is down more than 30% year to date. Alex also talks about how he believes the clarity act will impact crypto investing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Ben Rose previews Tesla (TSLA) ahead of Q2 deliveries, calling for a rebound driven by strength in Europe and China and growing contributions from its energy business. He highlights long-term upside in robotaxis and Optimus but notes Tesla still trails Waymo in autonomy. Rose also says investors are watching for clarity around CEO succession as Elon Musk remains central to the story. ======== Schw...

Dale Smothers talks about what the current consumers outlook on the economy looks like. He believes consumers are not confident that oil prices will go down and believe inflation will cause the Fed to raise rates. Dale discusses the biggest factors in raising consumer confidence and what they should pay attention to in the market. ======== Schwab Network ======== Empowering every investor and trad...