Schwab Network

GE Vernova (GEV) continues to deliver strong earnings but couldn't clear the high bar investors had for the newest quarterly report. Diane King Hall talks more on those high expectations and how tariffs play a role in hindering guidance. She also discusses why Truist issued an upgrade for CoreWeave (CRWV) and Rocket Lab's (RKLB) latest contract with Space Force. ======== Schwab Network ===...

It's the micro versus the macro headlines, says Kevin Hincks, pointing to the U.S.-Iran war acting as a constant overhang against a strong start to the earnings season. The 11th straight day of strikes comes as Alphabet (GOOGL) and Tesla (TSLA) report earnings after Wednesday's close. Kevin continues AI talks by discussing AMD Inc.'s (AMD) newest deal with Anthropic and Super Micro (SM...

Alphabet (GOOGL) will be the first Mag 7 company to report earnings after the bell Wednesday, with Tesla (TSLA) in tow. Tom White turns to the 3-year chart to show how "spectacular" the stock's rally has been during that time. He compares that to the one-year chart, where Alphabet shares have largely consolidated with a bearish tilt. Tom turns to an example options trade for Alphabet...

President Trump's Achilles heel is yields, argues Frances Newton, calling it the key metric behind pressuring the Fed to lower interest rates. The U.S.-Iran conflict and rising crude oil prices makes that prospect more difficult. Frances tells investors to watch fixed income markets and talks about the inverse correlations creating confusion on the macro front. As for the AI trade, Frances see...

Ben Sturgill talks about the U.S.-Iran war as a known downside risk that investors are continuously revaluating as the conflict shifts. He believes it will contribute to a choppy trading environment that will ultimately end with a higher year. Ben explains how the AI trade and more liquidity backing tech trends helps paint a clearer bullish picture for markets. ======== Schwab Network ======== Emp...

An 11th day of U.S. strikes on Iran has futures trending to the downside, says Alex Coffey, as he outlines headlines signaling that the conflict isn't cooling any time soon. In equities, Super Micro (SMCI) surged after the company pledged that its gross margins will nearly double. Alex also highlights GE Vernova's (GEV) strong earnings thanks to the AI buildout, along with AT&T's (...

Tesla (TSLA) posts earnings after the closing bell Wednesday, kicking off the first round of Magnificent 7 reports alongside Alphabet (GOOGL). Charles Schwab's Ben Watson explains that the stock has hit the brakes on price action and needs a catalyst to reignite momentum. He highlights key support and resistance levels to watch. ======== Schwab Network ======== Empowering every investor and tr...

Semiconductor stocks helped lift the Nasdaq (NDX) as investors rotated back into the AI trade ahead of major tech earnings. Nvidia's (NVDA) $4 billion stake in Nebius (NBIS) is drawing attention, while Oracle (ORCL) faces fresh scrutiny over a $7 billion collateral requirement tied to a large AI data center project. ======== Schwab Network ======== Empowering every investor and trader, every m...

Marley Kayden discusses SpaceX’s (SPCX) upcoming earnings announcement, the U.S. weighing new AI sanctions on China, and the Trump administration’s evolving tariff strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schw...

Sydney Armani discusses how future advances in AI driven diagnostics could reshape preventative medicine. He explores how artificial intelligence could transform the future of healthcare, from identifying life-threatening diseases before they ever reach Stage 1 to enabling earlier more personalized treatment. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Dean Rubino, CEO of KPC Private Funds, explains why private markets are becoming a core part of investor portfolios rather than just an alternative investment. He discusses the growth of pre-IPO opportunities, the role of private funds in diversification, and what needs to change for private markets to become a more mainstream allocation. ======== Schwab Network ======== Empowering every investor...

Ben Emons warns that inflation risks are building as rising oil prices, Middle East tensions, and new permanent tariffs pressure the global economy. He explains why the market may be underestimating these threats and how they could increase the likelihood of future Fed rate hikes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Rebecca Lindland and Scott Martin break down General Motors’ (GM) earnings and evolving growth strategy. Lindland highlights GM’s focus on high-margin vehicles and flexible powertrain offerings, while Martin discusses the company’s expansion into batteries, aerospace, defense, and recurring-revenue services as CEO Mary Barra pushes to diversify beyond traditional auto manufacturing. ======== Schwa...

Datavault AI (DVLT) CEO Nathaniel Bradley evaluates the latest moves in Bitcoin and Ethereum. He discusses the latest on the Clarity Act and other forms of crypto regulation and says crypto represents a better and safer audit trail in respect to many transactions. Nathaniel then discusses more about cryptocurrency trends and outlines what to monitor in the space. ======== Schwab Network ======== E...

Kim Forrest talks about Texas Instruments (TXN) as the company reports earnings Wednesday after the closing bell. She says the earnings from General Motors (GM) serves as a bullish indicator for Texas Instruments and shares her expectations for the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Alex Roy, CEO of Salesbox AI, discusses how AI is reshaping the labor market, noting that while AI-driven layoffs have impacted parts of the tech sector, they have yet to meaningfully increase overall unemployment. He also highlights AI’s potential to create “tiny giants,” empowering smaller companies and entrepreneurs to scale efficiently with fewer resources. ======== Schwab Network ======== Emp...

LikeFolio's Megan Brantley highlights strong consumer demand at Home Depot (HD) and Lowe's (LOW) despite ongoing housing market challenges. She explains why Home Depot's growing professional business and resilient spending trends could support the stock heading into August earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Morningstar's Suryansh Sharma and Housing Research Center's Alex Barron break down D.R. Horton's (DHI) earnings beat and lowered guidance. They highlight improving margins, disciplined homebuilding activity, and why housing inventory may be tighter than headline data suggests. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Jack Lynch explains why AI spending is soaring while returns remain difficult to measure. As companies like Uber (UBER) burn through AI budgets, Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), OpenAI, and Anthropic are investing heavily in helping businesses turn AI adoption into real results. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Jessica Inskip highlights an AI theme for today's Big 3. She turns to Vertiv (VRT) as a company’s AI with a strong power backbone, calls Bloom Energy (BE) a “reliable energy aspect” supporting the tech trade, and promise in Alphabet's (GOOGL) new AI chip. Charles Schwab's Ben Watson takes us through the technicals in the stock charts. ======== Schwab Network ======== Empowering every i...

Even as Stripe and Advent seek to buy PayPal (PYPL) for a price that matches the company's current market cap, Owen Lau of Clear Street still has a hold rating for the stock. He discusses PayPal's strategic crossroads and how new leadership can affect the fintech firm. Owen also says he hopes to see more disclosures from the company over the next few quarters. ======== Schwab Network =====...

Marley Kayden discusses General Motors’ (GM) latest earnings as shares rally on a beat and raise quarter. She says consumer demand in North America remains strong even as tariffs and an unclear geopolitical backdrop pose last challenges. Tim Biggam walks investors through an example options trade for General Motors. ======== Schwab Network ======== Empowering every investor and trader, every marke...

CharlesSchwab president and CEO, Rick Wurster, joins Schwab Network to discuss the company's quarterly earnings and where he sees momentum ahead. As investors show caution in the face of lasting geopolitical uncertainty, Rick emphasizes the importance of wealth management against a volatile backdrop. He also explains how prediction markets play a role in the current investing landscape and off...

The bar is higher for technology heading into the new earnings season, says Liz Ann Sonders of Charles Schwab. She tells investors to keep an eye on the reaction to AI spending figures compared to ROI, particularly as Alphabet (GOOGL) reports earnings Wednesday. Liz Ann says the outlook is important, too, as direction of Mag 7 earnings can paint a clearer picture for the rest of the S&P 500 (S...

AllianceBernstein's Eric Winograd explains why the U.S. economy continues to show resilience despite inflation concerns tied to oil prices and tariffs. He discusses the role of AI investment, affluent consumers, and the challenges facing the Fed in addressing an increasingly divided economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...