Schwab Network

Retail sales rose modestly in April, but higher gas prices are masking softer consumer demand. Sam Vadas and Marley Kayden highlight regulatory pressure around the Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) deal, along with mixed signals from Boeing (BA) and Chinese names like Alibaba (BABA) and JD.com (JD). Applied Materials (AMAT) also sets the tone in semis with strong results....

Applied Materials (AMAT) posted strong results, pushing past concerns around China and supply chains. David Nicholson points to continued demand for advanced chip packaging, while the Cerebras Systems (CBRS) IPO highlights growing competition with Nvidia (NVDA) in AI chips. Even with strong momentum, questions remain about whether long-term returns will justify the surge in AI spending. ======== S...

Serve Robotics (SERV) CEO Ali Kashani discusses the company's 578% year-over-year revenue growth and why the focus is shifting from expansion to improving monetization per robot. He says AI robot capabilities will improve over time, with hospitals and healthcare emerging as major long-term opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Joe Cavatoni of the World Gold Council breaks down the latest moves in the metals market. He points to geopolitical tensions and Middle East driving prices in the yellow metal higher. Joe also discusses the recent correction in gold, investor demand, and why recycling trends may matter more than jewelry going forward. ======== Schwab Network ======== Empowering every investor and trader, every mar...

A small group of stocks is driving most of the market’s gains, raising concerns about downside risk. Ron Santella of Teramo Advisors explains how his firm's HEDG ETF aims to limit portfolio losses when selling occurs. Ron says the focus is on protecting portfolios while still participating in the rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

David Trainer and Moshe Katri debate the future of buy now, pay later stocks after Klarna (KLAR) rallied on earnings. Moshe says the sector remains one of fintech's fastest growing categories despite fintech underperforming this year, while David argues the sector still faces major business model concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Applied Materials (AMAT) faces a high bar after its rally, as Chris McMahon sees strong expectations but limited upside if results simply meet forecasts. He points to KLA Corp. (KLAC) as a more attractive semiconductor equipment play, while noting China and trade dynamics remain key risks. AI-driven demand continues to support the broader sector. ======== Schwab Network ======== Empowering every i...

Adam Lynch breaks down the latest Bitcoin and crypto ETF flow trends. Despite recent outflows, he says overall ETF inflows remain positive for the crypto market. Adam also talks about the latest legislative traction the crypto space has made on Capitol Hill. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Braze (BRZE) is leaning into AI-driven personalization, using first-party data to move beyond basic automation. Co-founder and Chief Technology Officer, Jon Hyman, explains how the platform enables scalable, real-time customer engagement while maintaining authenticity. As AI reshapes communication, the focus shifts to how autonomous agents can drive loyalty and revenue. ======== Schwab Network ===...

According to LikeFolio's data, Nvidia (NVDA) is gaining web traction while AMD Inc. (AMD) lost significant momentum. The main reason behind the divergence? Megan Brantley believes it's about the excitement behind Nvidia's upcoming Vera Rubin chip. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:/...

Cisco (CSCO) is rallying on strong AI infrastructure demand, with record order growth and a push toward software and security following its Splunk deal. Melissa Otto and Alexis Browne Roberts break down the shift, as some investors take profits on rich valuations while the networking layer gains importance in the AI trade. ======== Schwab Network ======== Empowering every investor and trader, ever...

Matthew Tuttle breaks down why AI-driven stocks continue climbing as the S&P 500 (SPX) and Nasdaq-100 (NDX) reach record highs. He explains why investors should focus on the "bottlenecks" of the AI buildout and avoid hype names. He also shares his three stock picks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

The buy now, pay later space is evolving into a core part of consumer credit. Bryce Deeney highlights Klarna’s (KLAR) shift toward a bank-like model. He says it and Affirm (AFRM) and are pushing deeper into financial services, while traditional institutions retain an edge through scale and data. Bryce notes the result is a convergence where flexible payments become the standard. ======== Schwab Ne...

Dan Deming walks us through today's top three trades. He highlights Ford's (F) potential breakout setup, Corning's (GLW) strong AI-driven growth story, and Broadcom's (AVGO) continued upside after multiple analyst upgrades. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opt...

Ryan Shrout breaks down why Applied Materials (AMAT) could continue riding the AI-driven tech rally, while warning that China export risks remain a key concern. He also looks ahead to revenue guidance and its role in the chip trade. George Tsilis walks us through an example trade for Applied Materials. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

"Households are being a little more selective" in purchases, says Charles Schwab's Joe Mazzola when analyzing the latest retail sales data. It collides against what he calls a "narrow" stock market rally where tech takes charge. Collin Martin believes investors need to remove the "easing bias" from the Fed's previous interest rate expectations with inflation s...

Marley Kayden breaks down Cisco's (CSCO) earnings surge as the stock jumps on a strong networking revenue upbeat numbers. The company's sharpest rally since 2002 comes despite an announcement of job cuts. Joe Tiggay walks through an example options trade ion Cisco (CSCO). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...

The market remains resilient, but Darius Dale warns a lagging Fed and sticky inflation could spark volatility. A potential policy shift may pressure crowded mega-cap tech and the AI trade. Cooling liquidity and supply risks add to the case for a more cautious near-term outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

The stock market's trend remains slightly bullish, though Kevin Green points out that not all of the key sectors are participating in Thursday's trading session. He believes markets are brushing off any economic data and geopolitical uncertainty, for now. Speaking of data, KG walks investors through the April retail sales and import and export prices to signal weaknesses and strengths in t...

The S&P 500 (SPX) is near record highs, but Patrick Kennedy warns momentum is narrowing and a pullback may be needed before new entries. He favors cybersecurity names like Palo Alto Networks (PANW) and CrowdStrike (CRWD), while also highlighting strength in biotech through the XBI ETF. Gold and infrastructure assets remain key long-term diversifiers. ======== Schwab Network ======== Empowering...

Earnings growth remains strong, but Jeremiah Riethmiller warns inflation pressure is weighing on consumers. He favors mid-cap growth and real estate over stretched mega-cap tech, while shifting fixed income toward asset-backed securities. Diversification into private credit and selective equities remains key in a higher-for-longer rate environment. ======== Schwab Network ======== Empowering every...

Diane King Hall breaks down this morning's biggest stock movers as markets seek to continue a record run. Klarna (KLAR) shares jump after earnings, offering a bright spot for fintech. Intel (INTC) drops on a report that it's losing market share to AMD Inc. (AMD) and Arm Holdings (ARM). Diane then turns to the Mag 7 in Apple (APPL) after Evercore ISI raised its price target. ======== Schwab...

Kevin Hincks continues to watch President Trump's meeting with Xi Jinping in China and how he and the Big Tech executives he traveled with can strike business deals. In-line retail sales are something Kevin believes shows that the American consumer remains resilient in the face of sticky inflation. Kevin also notes the surge in tech stocks and how analysts are readjusting price targets in many...

As the AI trade grips markets, Rick Ducat turns to a quieter winner in the space through Applied Materials (AMAT). The chip equipment maker reports earnings after Thursday's closing bell. Rick runs investors through the key support and resistance levels before offering an example options trade for Applied Materials. ======== Schwab Network ======== Empowering every investor and trader, every m...

"Tech is now a driver of some of this inflation," says Gina Martin Adams, explaining the dichotomy tech's red-hot rally has to consumers' pockets. She still sees the group as the main driver of growth for the time being, though points out concentration as a risk. Gina explains how she navigates a "somewhat overvalued" stock market as investors figure out inflation proje...