Schwab Network

"Everyone is overlooking the elephant under the rug, and that's the spending," says Matt Calkins, CEO of Appian (APPN). He explains how investors should pay more attention to the hidden costs he associates with the AI trade. In discussing his company's latest earnings, Matt calls it a "beautiful quarter" that's misunderstood by Wall Street. He believes companies are...

Dell Technologies (DELL) is going sideways into earnings, something Ben Watson of Charles Schwab believes will act as a catalyst in either direction. He measures the five-day chart against the year-long trends to show how strong momentum has backed recent consolidation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

The S&P 500 (SPX) is moving toward yet another new all-time high ahead of Thursday's opening bell. Kevin Green points out that the rally is thin, however, helped in part by Nvidia (NVDA) tapping new records as CEO Jensen Huang and other Big Tech executives talk to Chinese officials with President Trump. KG later turns to another tech name catching attention after earnings: Cisco (CSCO), wh...

Cisco (CSCO) raised guidance, Nebius (NBIS) hit a new all-time high, and Alibaba's (BABA) continued gaining momentum as its AI and cloud business scaled rapidly, helping fuel another strong day for tech stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Charles Schwab's Nathan Peterson offers his latest in-depth look into the price action of Bitcoin and developments surrounding the crypto space. Among the headlines Nate tackles: progress in D.C. on the Clarity Act, and Blackrock (BLK) filing for a tokenized money market fund on Ethereum Network. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Marley Kayden talks about Amazon (AMZN) pivoting their AI strategy today by retiring it's old chatbot and launching Alexa for shopping. Sam Vadas talks about Samsung's failure to reach an agreement on pay deal talks with its labor union. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Bef...

Figure (FIGR) CEO, Michael Tannenbaum explains how the company is building the future of capital markets on blockchain rails while operating at the intersection of AI and blockchain. He shares why this combination is driving impressive growth and positioning Figure at the center of financial innovation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Root (ROOT) posted record profits in the latest quarter as the car insurance company seeks to leverage more AI technology with it services. CEO Alex Timm talks about ways the company aims to use evolving tech, calling Root a "disruptor" in the space. He later touches on Root's partnership with Carvana (CVNA) and the company's roadmap to becoming a national name. ======== Schwab N...

The New York City housing market is surging, with activity jumping as Frances Katzen points to strong bonus payouts and international demand. Douglas Elliman (DOUG) shows strength in ultra-luxury, while baby boomers drive a growing share of demand. Elevated rates remain a headwind, but supply constraints continue to support prices. ======== Schwab Network ======== Empowering every investor and tra...

Recent news of marijuana's reclassification is just the first step of many, according to Dan Ahrens of AdvisorShares. Dan talks about the catalysts he sees this summer and the upside he expects to see in marijuana-tied stocks. He turns to the AdvisorShares Pure US Cannabis ETF (MSOS) to explain how the firm balances marijuana-based stocks for investors. ======== Schwab Network ======== Empower...

Charles Schwab's Kevin Horner breaks down key market charts as the S&P 500 (SPX) taps new record highs, backed by investors defending the 10-day SMA. In stock movers, he highlights notable technical setups in Cipher Digital (CIFR) and Eli Lilly (LLY). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all...

Cisco (CSCO) is leaning into software and security after its Splunk deal, with investors watching its shift beyond hardware. Victoria Fernandez highlights strong AI-driven demand, including hyperscale orders, while flagging potential margin pressure from rising costs. The discussion also points to energy and utilities as key beneficiaries of the broader AI buildout. ======== Schwab Network =======...

Patrick De Haan explains that oil prices will stay elevated due to infrastructure constraints and tensions involving Iran. Mark Wade says consumers will still travel this summer despite higher gas prices and expects rising jet fuel costs to hit airline tickets harder. The panel also explores why AI is fundamentally an energy story driving explosive demand across the power sector. ======== Schwab N...

Sony (SONY) is betting on music catalog acquisitions, but AI-driven content and digital saturation are raising questions about long-term value. James Czerniawski highlights the challenge of maintaining relevance as independent and viral tracks reshape the industry. The shift toward algorithm-driven discovery continues to pressure the traditional publishing model. ======== Schwab Network ======== E...

Megan Brantley of LikeFolio breaks down Apple (AAPL) hitting a new all-time high today as investor confidence around its AI strategy swells. She highlights strong iPhone demand, outperformance in services, and growing attention on Apple's AI partnerships like Google Gemini from Alphabet (GOOGL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options in...

Alibaba (BABA) is shifting toward AI and cloud, with heavy investment despite near-term pressure on profits. Henry Greene and Phillip Wool argue the spending supports long-term growth as China’s cloud adoption expands. Broader opportunities in ETFs CNQQ and KWEB, Nvidia (NVDA) access, and JD.com (JD) remain in focus as the sector evolves. ======== Schwab Network ======== Empowering every investor...

The energy sector has shifted to capital discipline, with stronger balance sheets and steady cash returns, according to Molly Pieroni. Geopolitical risks and rising power demand from AI add to the investment case. Names like Canadian Natural Resources (CNQ) and consolidation across U.S. shale highlight a more mature, scale-driven industry. ======== Schwab Network ======== Empowering every investor...

A hotter-than-expected PPI points to broadening inflation pressures, with Ed Siddell highlighting rising energy costs and supply risks. That backdrop keeps pressure on the Fed to stay restrictive despite mounting debt concerns. Still, strong corporate earnings are helping support a cautiously positive outlook for equities. ======== Schwab Network ======== Empowering every investor and trader, ever...

TheoTrade's Don Kaufman walks us through today's Big 3 trades by highlighting Caterpillar's (CAT) massive 50% year-to-date rally and why it's trading like a tech stock. He discusses the SPDR Gold Shares ETF (GLD), saying the inflation backdrop offers bullish momentum for metals. In eBay Inc. (EBAY), he believes the valuation has reached its peak, for now. Don offers example options...

R.J. Hottovy breaks down the fast food sector, saying consumers are more value-conscious than ever and Restaurant Brands (QSR) must deliver excitement and affordability. He highlights Burger King's momentum, McDonald's (MCD) tough comparisons after Minecraft promotions, Chipotle's (CMG) innovations, and Starbucks (SBUX) frequency challenges. George Tsilis walks us through a McDonald&#3...

Marley Kayden breaks down Alibaba's (BABA) mixed earnings report and slowing revenue trends. However, she points to the company's cloud strength and rising AI demand as strengths. Prosper Trading Academy's Mike Shorr walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

Charles Schwab's Michelle Gibley talks about her expectations for the meeting between President Trump and Xi Jinping in China. She believes if Trump and the group of Big Tech CEOs traveling with him can strike up non-strategic deals, it will set the foundation to rebuild international relations between the U.S. and China. Sticking with global movers, Michelle talks about the push by SK Hynix e...

The S&P 500 (SPX) is near highs, but John Kosar sees signs of slowing momentum as market breadth weakens. Tech continues to dominate performance, driven by AI demand, while other sectors lag. John uses his Asbury 6 model to show the shift in internal signals could point to a broader pullback ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

The big question Kevin Green has from Wednesday's hot PPI print: how long can Americans shoulder the burden of energy's inflation impact before demand destruction takes hold? In equities, KG has his eyes on the PHLX Semiconductor Index (SOX) as chips move higher at a slowing speed. However, Nvidia (NVDA) is breaking out, as KG ties the move to being a catch-up trade. He also turns to the a...

Maria Llerena highlights persistent inflation and rising yields, pushing investors toward growth and quality in tech. Cybersecurity stands out, with Palo Alto Networks (PANW) leading, while Quanta Services (PWR) benefits from grid upgrades. Ongoing chip constraints also remain a key risk as AI demand strains supply. ======== Schwab Network ======== Empowering every investor and trader, every marke...