Schwab Network

ETF flows are once again on a record pace in 2026. Matt Bartolini looks at the causes, both secular and tactical, behind continued interest in the products. The rise of active ETFs has “created a broader opportunity set” for investors to build portfolios, he says. He shares ETFs from his firm, State Street, including the Public & Private Credit ETF (PRIV) and the Bridgewater All-Weather ETF (A...

Doug Cohen says the market has taken a “somewhat sober” approach to the U.S./Iran conflict but there is a “level of concern.” How long it lasts is the key question, he argues. Noting that markets tend to struggle during midterm elections years, he thinks we could see a pullback that becomes a buying opportunity. Doug argues gold will end the year down and likes healthcare and industrials. ========...

Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level. Dan sees software companies like Palantir (PLTR), Microsoft (MSFT), Salesforce (CRM), and CrowdStrike (CR...

Dr. Alan Baratz, CEO of D-Wave (QBTS), talks about what he calls a "great year" for the company in 2025 and the profitability path the latest earnings paves. He notes 2026 sales of D-Wave's quantum computing products already outpaced all of last year. Alan adds that D-Wave is building a moat in the industry through a recent acquisition even though we are "years away" from p...

Haren Bhakta walks through the shareholder letter Berkshire Hathaway (BRK/B) released with its earnings, and how the tone has changed with Greg Abel assuming the CEO-ship. Haren thinks Berkshire could look to improving the businesses they own, which Warren Buffett largely stayed away from, rather than focusing only on capital allocation. He notes that Abel specifically called out a subsidiary in t...

Likefolio’s Andy Swan previews Costco (COST) before earnings, saying its valuation could be a “little stretched.” However, he is very positive on their memberships and says there’s “no one better” at getting customers to devote more and more money towards shopping there. Andy calls it the “best in the business” for customer happiness. ======== Schwab Network ======== Empowering every investor and...

Jim Worden calls Broadcom's (AVGO) earnings "great." Momentum in custom chips and networking offer what he considers a compelling case for Broadcom's $100 billion fill-year revenue guidance. Dave Nicholson adds that the company's software portfolio supports chipmaking business. While the company doesn't have Nvidia's (NVDA) name recognition, a strategic partnership wi...

Brad Chastain, global head of research for the U.S. Money Reserve, says institutional investors are once again pilling into gold. The reason? The yellow metal is once again being seen as a safe haven asset as uncertainty and inflation climb. Brad talks about gold as a core asset class and ways investors can use it in their portfolios. ======== Schwab Network ======== Empowering every investor and...

Dan Deming has his eye on the market rotation happening as stocks take a backseat in Thursday's trading session. His Big 3 include trading opportunities amid geopolitical volatility. Dan offers example options trades for Corning (GLW), Intel (INTC), and Marathon Petroleum (MPC). Rick Ducat backs Dan's analysis by highlighting key support and resistance levels to watch. ======== Schwab Netw...

Marley Kayden previews Marvell (MRVL) earnings, which is one of the last major semiconductor companies to report this quarter. She looks at expectations for its margins, segment revenues, and other areas to look out for in the release. Marley notes that several recent AI acquisitions are expected to start benefitting the company in the next few years. Joe Tigay offers an example options trade. ===...

Broadcom's (AVGO) earnings had plenty of bullish indictors backing its growth, according to CFRA's Angelo Zino. AI acceleration backed by Broadcom's custom silicon business offer a compelling case. Angelo adds that the company's comments on copper-based interconnects are ones investors should listen to. He later walks investors through Marvell's (MRVL) earnings expectations. To...

Charles Schwab's Liz Ann Sonders says the commodity space is all about crude. She urges inventors to brace for volatility so long as oil remains above $74 even with "resiliency" masking some of the volatile moves. However, Liz Ann believes investors can still follow tame "the nature of the beast" by explaining where you can find opportunity in the rotation. ======== Schwab...

Mace McCain anticipates “a quarter’s worth of headline shock” around the energy crisis. He expects inflation around tariffs to moderate and under Warsh, he thinks the Fed will cut rates at least twice and reduce the size of its balance sheet. He covers potential tailwinds for equity markets, including around the AI sector. ======== Schwab Network ======== Empowering every investor and trader, ever...

A "mixed at best" economic data slate Thursday has Kevin Green questioning the Fed's interest rate outlook as the balance between inflation and jobs shift. He talks about the latest challenger jobs cuts and jobless claims prints, and previews Friday's February jobs report. When it comes to the Iranian conflict's impact on energy markets, he highlights a bullish technical cros...

"We're still in a cyclical bull market," says Jay Woods, but traders need to stay nimble as headlines develop out of the Iranian-U.S. conflict. While he expects "a bigger dip coming," he makes the case the SPX will hold steady and highlights where he would watch for trade opportunities. Software is one corner of Wall Street Jay calls "guilty until proven innocent"...

StubHub (STUB) slipped near its all-time low since the IPO after posting a 15% year-over-year revenue decline. Diane King Hall explains the path ahead management outlined for investors, which includes using more AI to cut costs. American Eagle Outfitters (AEO) also sold off even after an earnings beat. Then there's the quantum computing space, where Diane touches on Rigetti Computing's (RG...

Ben Slavin talks ETFs and how to hedge your portfolio amid the current headline volatility. Energy has seen a lot of inflows, along with investors looking to buy the dip in software ETFs. Meanwhile, there’s been a pullback in emerging markets, with an “incredible amount of action in Korea ETFS.” Crypto ETFs have been a “huge success” though they’ve seen outflows as Bitcoin has fallen. ======== Sch...

Marvell (MRVL) will be one of the last key chipmakers to report earnings after Thursday's close. It follows Broadcom's (AVGO) overnight gains after it signaled strong AI acceleration on Wednesday. Rick Ducat calls Marvell a significant underperformer in the AI space and highlights strong resistance ahead for shares. He later turns to options activity in the chipmaker to show where traders...

Commercial real estate recovery is occurring, just very slowly, says Greg Friedman. He says liquidity in the housing market will offer the next leg of growth for this corner of the market. However, commercial real estate faces headwinds against banks. When it comes to "winners and losers" in the space, multifamily units is a sector Greg considers a winner and mid-term hotels as a short-t...

U.S. ramping up oil production will help offset extreme energy prices, says Rob Thummel. However, if the Strait of Hormuz closes off to tankers, crude prices will soar until the Iranian-U.S. conflict ends. One aspect of the general energy trade Rob sees as favorable to investors: the abundance of free cash flow. AI's expanding connections to energy stocks is another tailwind he sees for the se...

Kevin Green talks about the latest headlines around the Iranian-U.S. conflict as crude oil prices continue to spike close to a 52-week high. He highlights a monthly chart dating back to 1990 to highlight a sharp historical breakout which shows a move that can accelerate. In stock movers, KG points to Broadcom's (AVGO) earnings and The Trade Desk's (TTD) reported partnership with OpenAI as...

Arete downgraded Meta Platforms (META) while Erste Group upgraded the stock. Charles Schwab's Ben Watson turns to the five-day and one-year charts of the Mag 7 company to highlight the complicated run shares experienced. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Downlo...

Marley Kayden and Sam Vadas turn to a tale of two markets. The U.S. showed strength in the latest ADP employment change while South Korea had one of its worst days on record. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6...

A sharp sell‑off in South Korea is raising caution flags for global markets. Noah Kann explains how volatility in the KOSPI, rising energy prices, and tensions in the Strait of Hormuz are pressuring Asian currencies as the U.S. dollar strengthens. While the KOSPI often acts as an early signal for the S&P 500, Kann warns that the current extremes argue for caution rather than bottom‑fishing. ==...

Data center-centric stocks have taken a hit as fears of accelerating CapEx spending won't amount to profits. Nebius (NBIS) seeks to break those fears after getting approval to build a 1.2 gigawatt data center in Missouri. George Tsilis explains why the news is bullish for the neocloud and overall AI space and how its compares with CoreWeave (CRWV). ======== Schwab Network ======== Empowering e...