Schwab Network

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,...

Earnings season is underway as the major banks begin reporting. JPMorgan Chase (JPM) falls as CEO Jamie Dimon warns that economic risks are “shifting below the surface,” while Goldman Sachs (GS) posts a significant revenue beat and Bank of America (BAC) reports stronger trading revenue. In tech, chip stocks move higher following Monday’s selloff in SK Hynix, while IBM plummets after releasing prel...

Tech stocks took center stage as memory chip shares pull back following SK Hynix’s blockbuster U.S. debut, with Micron (MU) and SanDisk (SNDK) facing selling pressure. Meanwhile, Apple (AAPL) hit a record high amid legal headlines, and investors watch TSMC (TSM) ahead of earnings after strong revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Marley Kayden discusses Wells Fargo’s bullish outlook on Walt Disney (DIS) and the latest rise in oil prices as tensions with Iran impact global markets. ======== 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/schwab-network/id1460719...

Stephen Dover explains why strong earnings continue to support markets despite inflation, tariffs and global uncertainty. He favors a broad investment approach, highlighting healthcare, real estate, gold and silver as opportunities beyond the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Dan Ahrens takes a closer look at the cannabis industry, exploring the evolving regulatory landscape and potential outcomes that could reshape the market. With billions in revenue at stake, upcoming decisions may have major implications for cannabis investors and state dispensaries. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...

Asaf Meir, co-founder and CEO at Solidus Labs, discusses the rise of prediction markets, how his firm spots prediction market manipulation and compares trading volumes from the world's biggest sporting event to other major world events. Asaf also examines what the future of prediction market regulation may look like. ======== Schwab Network ======== Empowering every investor and trader, every...

"It's a mistake to say that it's going to be cyclical or it's going to be secular" when it comes to the AI chip trade, argues Nigam Arora. With that said, he walks investors through ways they can prepare for downside and upside moves through "dynamic hedging." Nigam also explains why what he calls "rearview mirror" investing approach is danger during times...

JoAnne Bianco explains why fixed income markets are offering some of the most attractive yields investors have seen in years. She highlights opportunities across corporate credit, emerging-market debt, and private credit while favoring shorter- to intermediate-term treasuries. Bianco also discusses the role of municipal bonds and tax-aware strategies as investors navigate an uncertain interest rat...

Bilal Little from Direxion discusses the launch of his firm's daily SK Hynix bull ETF on Wednesday. He talks about the significance of SK Hynix’s listing and the AI infrastructure story as a key reason Direxion sees more upside in the company. Bilal also touches on the major catalyst events and opportunities for traders coming up. ======== Schwab Network ======== Empowering every investor and...

Charles Schwab's Ben Watson examines key technical levels across the market, noting the S&P 500 (SPX) remains above an important support zone. He highlights AppLovin's (APP) struggle to hold support ahead of earnings, while Starbucks (SBUX) continues to benefit from AI-driven optimism and bullish options activity as it approaches a key resistance level. ======== Schwab Network ========...

SpaceX (SPCX) has been trading publicly for a month now, and shares have since fallen below the company's IPO price. Luke Lloyd expects downside pressure to continue toward $100. He says Starlink and other arms of SpaceX's businesses offer lots of potential, though he argues fundamentals don't support current momentum. Luke has his eyes on earnings to see how the Elon Musk-led firm is...

Carley Garner and Melissa Armo discuss why oil prices have remained relatively restrained despite rising geopolitical tensions and what that could mean for investors. They highlight Chevron (CVX) as a potential beneficiary of higher crude prices while exploring how sustained energy costs, interest rates, and earnings pressures could increase the risk of a broader market correction and economic slo...

LikeFolio’s Landon Swan examines Wells Fargo’s (WFC) growth prospects following the removal of its asset cap. The company also reports earnings on Tuesday. He highlights stronger consumer demand and improving confidence as drivers of new account and loan growth, while noting that expense pressures and interest rate-driven margin challenges remain key areas for investors to watch. ======== Schwab N...

Morningstar Wealth's William Kerwin and Futurum's Dan O'Brien talk all about the state of the AI chip trade, from memory volatility to semiconductor consolidation. William says we are still in the early innings in terms of timing, and we will see an acceleration in the months to come. Dan says he views this as a structural sector trend versus a cyclical one we’re seeing right now. They...

Preston D. Cherry, Founder and President Concurrent Wealth Management, explains why successful investing starts with aligning portfolios to individual life stages, goals, and risk tolerance. He discusses how investment priorities differ across generations and shares insights on avoiding FOMO, staying invested, and harnessing the power of long-term compounding. ======== Schwab Network ======== Empo...

Prosper Trading Academy’s Scott Bauer walks us through today’s tech-centric Big 3. He highlights the AI memory trade through Western Digital (WDC) and the Roundhill Memory ETF (DRAM), along with Valero Energy (VLO) and the slow but steady rise the company has seen. Scott offers example options trades for his picks while Rick Ducat takes us through the stock charts. ======== Schwab Network ========...

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors. Ted also discusses potential tailwinds and opportunities for the tech sector. ======== Sc...

A slowdown in Mag 7 CapEx spending will happen, says John Belton, but he doesn't expect it any time soon. One of the biggest beneficiaries he sees: Nvidia (NVDA), which he considers cheap at its current price. John offers his explanation as to why AI chipmaker remains in the center of the tech trade. Tom White turns to an example options trade for Nvidia. ======== Schwab Network ======== Empow...

Charles Schwab’s Alex Coffey discusses TSMC (TSM) and its near 68% jump in June revenue year-over-year. The headline comes ahead of TSMC's earnings on Thursday as the stock struggles to recaptured all-time highs the stock hit just two weeks ago. Prosper Trading Academy’s Charles Moon walks us through an example trade for the chip manufacturer. ======== Schwab Network ======== Empowering every...

Michael Shaoul explains why a massive drawdown in physical and financial oil inventories makes the energy sector an attractive investment. He believes exploration companies, in particular, remain undervalued. He also anticipates that the Fed will raise rates in July or September, with Fed Chair Warsh maintaining a hawkish stance. ======== Schwab Network ======== Empowering every investor and trade...