Schwab Network

Jacob Sonenshine examines the latest bank earnings, highlighting the contrast between investment banking strength at JPMorgan Chase (JPM) and Goldman Sachs (GS) and the challenges facing regional lenders. He also discusses the outlook for net interest income and why banking remains a highly cyclical business. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Macquarie Group’s Thierry Wizman explains why a cooler-than-expected CPI report is unlikely to change the Fed’s outlook. He discusses the case for a potential Q4 rate hike and why markets may ultimately benefit if the Fed reinforces its commitment to controlling inflation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Matt Wittmer explains why investors should focus on quality companies with strong future cash flows while maintaining a diversified approach to AI. He highlights banks and industrials as overlooked AI beneficiaries, citing productivity gains, cross-selling opportunities, and fraud prevention as drivers of long-term growth. ======== Schwab Network ======== Empowering every investor and trader, ever...

Erin McLaughlin and Jason England discuss the cooler-than-expected CPI report and why the Fed will likely need more evidence before changing policy. They also examine treasury market volatility and how AI, tariffs, and geopolitical risks could influence inflation going forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

The crypto space is making a slow but stable recovery, says Spark CEO Sam MacPherson, arguing the institutional buying power has set a firm foundation for bulls. Additionally, Sam argues the lack of regulatory clarity kept Bitcoin and other cryptocurrencies from reaching their full potential. He explains why recent bearish trends are experiencing bullish breakouts and how Spark plays a central rol...

Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. How Intel extends its reach into the total addressable market is what he will turn to as the most important metric when i...

CFRA's Kenneth Leon breaks down earnings from JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), and Goldman Sachs (GS), highlighting stronger-than-expected trading and investment banking results. He also discusses how a more favorable regulatory environment could boost M&A activity and help fuel a busy IPO market in the second half of the year. ======== Schwab Network ======== Em...

Block (XYZ) "is fairly priced" short-term, says LikeFolio's Andy Swan, though he expects the company to pick up substantial momentum long-term. He points to significant earnings growth and high consumer happiness with business arms like Square and Cash App as signals of strength. Andy adds that if Bitcoin and the overall crypto space sees a rebound, Block is poise to benefit. =======...

Stephen Biggar and Dory Wiley break down second-quarter results from major banks including JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C) and Goldman Sachs (GS). They discuss how strong capital markets activity, investment banking and net interest income are supporting profits, and why a favorable regulatory environment could help drive additional growth and M&A...

Seth Schachner examines the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD), highlighting regulatory challenges in the U.S., UK and Europe. He discusses potential asset divestitures, the competitive pressure from streaming leaders like Netflix (NFLX) and YouTube, and why consolidation may bring concerns over jobs, competition and innovation across the media indus...

For Tuesday's Big 3, Aquiles Larrea, Jr. outlines three stocks he sees outperforming no matter the current economic or stock market environment. He likes Altria's (MO) longstanding durability amid volatility, sees Valero Energy (VLO) benefitting from legacy and new electrical advancements, and expects RTX Corp. (RTX) to benefit from its diverse income streams. Rick Ducat backs Aquiles'...

Joel Shulman says SpaceX (SPCX) is his firm's top holding and believes the current post-sell-off price is a good buying opportunity. He makes the case that the Elon Musk-led company is a "20-year hold." He explains how SpaceX can capitalize on several business arms while building up future prospects, including data centers in space. ======== Schwab Network ======== Empowering every i...

A cooldown in CPI can't offset pressures from ongoing tensions between the U.S. and Iran, argues Max Wasserman, who sees persistent headwinds hitting American consumers. "There's no relief in sight," he says, pointing to interest rates tentatively holding, rising gas prices, and high margin debt creating lasting pressures. As for the Fed, Max doesn't see the committee raising...

Greg Halter believes earnings from big banks like JPMorgan Chase (JPM), Goldman Sachs (GS), and Bank of America (BAC) show that the American consumer still has purchasing power. He explains how the IPO pipeline and loan growth add to his bullish outlook for the financial sector. George Tsilis turns to an example options trade for JPMorgan Chase. ======== Schwab Network ======== Empowering every in...

Charles Schwab's Cooper Howard talks about how the market "can breathe a little sigh of relief" in the latest CPI print. He makes the case the Fed will "shut the door" on an interest rate hike this month but warned elevated inflation risk will persist. Michelle Gibley talks about the "tale of two cities" between South Korea and China, as the former sees strong tec...

Preliminary earnings for IBM Corp. (IBM) sent the stock plunging more than 20% after the company signaled worse-than-expected weakness. Marley Kayden talks about the key drivers behind the double miss and shrinking margins. Tim Biggam offers an example options trade for Big Blue's stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...

Aadil Zaman explains why he's taking a contrarian overweight position in financial stocks, pointing to a healthy U.S. economy, resilient consumers, and continued AI-driven investment. He also breaks down the AI ecosystem into winners, enablers, and beneficiaries, arguing that investors may find the greatest opportunities beyond the most obvious names. ======== Schwab Network ======== Empowerin...

KeyBanc is taking what Diane King Hall calls a contrarian view on Apple (AAPL). The firm issued a downgrade to underweight for the iPhone maker over a tentative hardware demand downslide. Meanwhile, the same firm issued a price target hike for Nvidia (NVDA). Outside the Mag 7, Diane explains why Evercore ISI issued an outperform rating for SpaceX (SPCX). ======== Schwab Network ======== Empowering...

Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help...

Energy's cooldown in price action showed up in the June CPI, says Kevin Hincks. He walks investors through what's churning underneath the headline numbers and how it plays into the FOMC's inflation picture as Fed Chair Kevin Warsh prepares to speak Tuesday morning. However, crude oil is climbing again as tensions around the Strait of Hormuz intensify. Kevin believes President Trump&#39...

Louis Kondratev explains how markets moved past geopolitical fears in the first half of the year as economic fundamentals remained strong and supply chain disruptions failed to materialize. Looking ahead, he warns that heavy concentration in technology stocks, election uncertainty, and leadership changes at the Fed could spark volatility, while creating opportunities in healthcare and financials....

ASML (ASML) will report earnings early Wednesday morning as shares see a 60% rally so far in 2026. Rick Ducat dives into the key support and resistance levels for investors to watch heading into the report. He then turns to an example options trade for ASML. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Ben Emons breaks down a cooler-than-expected CPI report, with both headline and core inflation topping forecasts. He discusses the impact of energy and shelter costs, explains his “funflation” thesis around resilient consumer spending, and outlines why the Fed may be comfortable keeping rates unchanged for now. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Arm (ARM) is in focus following a new analyst price target. Charles Schwab's Ben Watson breaks down the technical setup, highlighting a diagonal downtrend near $292 as the key short-term level to watch. On the longer-term chart, Watson identifies a potential head-and-shoulders pattern near $295. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Brian Belski of Humilis Investment Strategies discusses what bank earnings could mean for the broader market as leadership expands beyond technology and investors pay closer attention to other sectors amid improving market breadth. Belski says tech investors may need to diversify as elevated expectations make it harder for recent highfliers to continue outperforming. Rather than chasing momentum,...