Schwab Network

With the SaaS-pocalypse seemingly in the rearview mirror, Keith Kirkpatrick still isn't sure software as a sector hit the bottom yet. He doesn't believe software companies did the best job in demonstrating how they can continue growth amid concerns that AI will eat into their businesses. Keith wants to see how these companies use AI to drive profits and efficiency. ======== Schwab Network...

Charles Schwab's Brett Crowther talks about the S&P 500's (SPX) fall from record highs on Friday, calling out critical levels for investors to watch in the coming sessions. In stock movers, Brett points to a wide consolidation gaining bullish momentum in Occidental Petroleum (OXY), and Prudential (PRU) tapping on a key resistance level. ======== Schwab Network ======== Empowering every...

Cybersecurity is becoming a major focus as AI threats grow more advanced. Brandon Clark says companies like JPMorgan Chase (JPM) and Amazon (AMZN) are boosting spending to protect their systems. Leaders like CrowdStrike (CRWD) and Palo Alto Networks (PANW) are gaining ground, as the industry shifts toward full-platform solutions. ======== Schwab Network ======== Empowering every investor and trade...

Ahead of Nvidia (NVDA) earnings, Cory Johnson is watching how the Mag 7 giant moves from training to inference, the next step he sees for the AI trade. He outlines other expectations for Wednesday's report as Wall Street sets a high bar. Cory adds that a lack of Nvidia's presence in China will lead to greater innovation in the country, a future headwind for the company. Cory turns to Nvidi...

Founder-led companies often outperform the broader market. Michael Monaghan points to the Founders 100 ETF (FFF), which includes names like Nvidia (NVDA), Meta Platforms (META), and Salesforce (CRM). He highlights Palantir (PLTR) as institutional interest grows, and sees Oracle (ORCL) gaining traction in cloud. Strong leadership remains a key advantage in volatile markets. ======== Schwab Network...

The labor market is stabilizing, but slower hiring and lower turnover are making it harder for entry-level workers to find jobs. Nicole Bachaud says employers are focused on experienced talent, while fewer openings limit opportunities for new graduates. Gaining hands-on experience remains key in a more competitive job market. ======== Schwab Network ======== Empowering every investor and trader, e...

Alphabet (GOOGL) has accelerated growth in many facets of its tech stack, and according to LikeFolio's data, one of the strongest may be its cloud business. Megan Brantley shows how Google Cloud is outperforming key competitors, including Mag 7 peers like Amazon (AMZN) and Microsoft (MSFT). She adds that the company's search revenue resilience only adds muscle to the Big Tech firm. =======...

When it comes to the Clarity Act, Zaheer Ebtikar sees it as a critical stepping stone to U.S. and even worldwide adoption of crypto. He outlines the macro impacts he sees on a global scale. Joseph Chalom says the bill will face headwinds regarding ethics language but ultimately sees the legislation getting passed. He adds that it won't just be bullish for Bitcoin, but Ethereum too, saying it w...

Gabriel Shahin breaks down why mega caps still look strong by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA) is one Mag 7 name that gives him a pause. When it comes to Apple (AAPL), Gabriel sees the company's cautious AI strategy as a long-term tailwind. ======== Schwab Network ======== Empowering every...

Tim Bohen breaks down today's Big 3, which includes two space stocks in Rocket Lab (RKLB) and Intuitive Machines (LUNR) ahead of a highly anticipated SpaceX IPO. He also notes Broadcom's (AVGO) consolidation as an interesting trade opportunity. Rick Ducat walks investors through key support and resistance levels to watch in the stock charts. ======== Schwab Network ======== Empowering ever...

The S&P 500 (SPX) remains strong, supported by solid earnings and fundamentals. Clayton Allison says diversification into areas like electrification and natural resources can help manage risk. Software is showing signs of recovery through the IGV ETF, while AI demand continues to support names like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO). ======== Schwab Network ======== Empowering ever...

Defense stocks are sliding despite ongoing global tensions. Bob Lang says names like Lockheed Martin (LMT), RTX Corp. (RTX), and Northrop Grumman (NOC) are underperforming the broader market, even with strong spending tailwinds. Political uncertainty and slower AI adoption are weighing on sentiment, while L3Harris (LHX), General Dynamics (GD), and GE Aerospace (GE) stand out as relative bright spo...

Marley Kayden breaks down why Arista Networks (ANET) is down 15% this month and why Raymond James still upgraded the stock to outperform. The firm says AI growth trends and demand from Meta Platforms (META) and Microsoft (MSFT) are driving the story. Dan Deming walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Charles Schwab's Michael Townsend breaks down why stocks are dipping into the weekend, the latest on U.S-China talks, and why there's still uncertainty around Boeing's (BA) expected plan deliveries to the country. He also discusses expectations for new Fed Chair Kevin Warshand why markets see little urgency for rate cuts right now. ======== Schwab Network ======== Empowering every inve...

Markets are pausing after recent gains. Raj Patel says AI enthusiasm is helping offset geopolitical and inflation concerns. Treasury yields above 4.5% could pressure valuations, but strong earnings and opportunities in small caps and global markets support staying invested. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Diane King Hall breaks down the biggest tech movers on the last trading day of the week. Figma (FIG) climbs after a beat and raise quarter while Applied Materials (AMAT) slips on similar earnings. Diane also touches on ServiceNow's (NOW) move higher on its AI partnership with Experian. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

The S&P 500 (SPX) is near highs, but weak market breadth points to a fragile rally. Russell Hackmann warns that strength is concentrated in names like Nvidia (NVDA), while rising yields and sticky inflation add pressure. Disappointing China trade developments and elevated valuations also raise the risk of a potential pullback. ======== Schwab Network ======== Empowering every investor and trad...

President Trump and Chinese president Xi Jinping wrap up their meeting in China. Kevin Hincks highlights the key takeaways from the summit, from a big sale of Boeing (BA) planes to China, to discussions surrounding the Strait of Hormuz and crude oil. He later talks about the issues Kevin Warsh has in tackling inflation as the U.S.-Iran War continues. ======== Schwab Network ======== Empowering eve...

Baidu (BIDU) has vastly outperformed its Chinese tech peers, but as Rick Ducat points out, shares bounced off support several times into its latest rally. He walks investors through the stock chart's one-year history to highlight key support and resistance levels to watch ahead of Monday's earnings. Rick then offers an example options trade for Baidu. ======== Schwab Network ======== Empow...

Tucker Perkins believes Iran is at a tipping point for its oil production and storage, leading him to believe a conclusion to the conflict is on the horizon. He outlines what it means for current crude oil prices and the direction he sees them moving in the weeks ahead. Tucker also tackles natural gas and propane demand, explaining how it helps insulate the U.S. from future energy volatility. ====...

Laura Ullrich, director of economic research at Indeed, talks about the fragility she sees in the labor market. As Laura explains, it's not just tech seeing weakness in growth and stability. She talks to investors about ways to navigate the "very tough time" for job seekers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Nvidia (NVDA) hit an all-time high this week as the Mag 7 leader gets ready to report earnings next week. Charles Schwab's Brett Crowther turns to the short and long-term price action in the stock to highlight the "bullish pressure" it faces ahead of the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Investors are bracing for a price hike from the Fed, says Mike Sanders, though he doesn't see the FOMC doing so with the Strait of Hormuz remaining closed. He explains why the spike in energy prices and its forward rate of change won't shake a Fed led by Kevin Warsh. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

Markets wanted more from the meeting between President Trump and Chinese president Xi Jinping, says Alex Coffey. He talks about the "warm words" between the global leaders and what it means for Wall Street as it steps down from a stunning tech-led rally over recent weeks. Cerebras (CBRS) entered the market in the midst of the strong upswing but saw weakness ahead of Friday's opening...

Nvidia (NVDA) reached a fresh record high after reports the U.S. approved H200 chip sales to select Chinese firms including Alibaba (BABA), Tencent, and ByteDance. Cisco (CSCO) also climbed to a new high on strong AI driven demand, while Cerebras Systems (CBRS) stunned Wall Street with a massive IPO debut. Applied Materials (AMAT) topped earnings expectations and boosted its outlook as AI infrastr...