Schwab Network

Jessica Inskip walks us through today's Big 3 trades. She likes Arch Capital (ACGL) as a top tier stock in its sector, Comfort Systems (FIX) as they're becoming increasingly tied to AI infrastructure demand, and MSCI (MSCI) as it highlights record reoccurring subscriptions. Rick Ducat takes us through the key support and resistance levels to watch in the stock charts. ======== Schwab Netwo...

Dale Smothers believes the market is trading on two assumptions: AI demand continuing and the U.S.-Iran conflict coming to an end. He labels AI demand as the most important, saying we're seeing new all-time highs in the S&P 500 (SPX) because of it. "Over the past 45 days, the market has gone straight up solely due to AI demand," Dale says. ======== Schwab Network ======== Empower...

JD.com (JD) is leaning on A.I.-driven logistics and supply chain efficiency, taking a more pragmatic approach than peers. Stephanie Walter contrasts this with Alibaba (BABA), which is investing heavily in a vertically integrated A.I. and cloud stack ahead of earnings. George Tsilis outlines a neutral options strategy for BABA as volatility builds below the 200-day moving average. ======== Schwab N...

Marley Kayden breaks down Him & Hers (HIMS) after the company missed on both earnings and revenue. She explains how the end of the weight-loss drug shortage hurt their momentum, despite a rise in subscribers. Tim Biggam walks us through how to approach an example options trade for Hims & Hers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

A 10% pullback in stocks would be normal after the parabolic climb we've seen in recent weeks, says Charles Schwab's Nathan Peterson. Nate says he respects the momentum but warns it could snap like a rubber band at any sign of significant pressure. On CPI, he talks about the "creep" for consumers to get hit by inflationary pressures as the U.S.-Iran War continues. ======== Schwab...

Semiconductor stocks like TSMC (TSM), Micron (MU), and Intel (INTC) are surging, but Morningstar's Philip Straehl warns the trade looks overextended. He favors rotating into hyperscalers such as Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) for more durable A.I. monetization. Straehl also sees value in beaten-down software, payments, and broader industrials as investors look beyond the...

Kevin Green talks all about the CPI print Wall Street got Tuesday morning, with year-over-year numbers hitting May 2023 highs. He touches on everything from the headline numbers to pressures under the surface in sectors like energy, food and services. It's not just inflation keeping investors alert, with KG pointing to lasting uncertainty on the U.S.-Iran ceasefire and the Strait of Hormuz as...

Earnings momentum remains intact despite inflation and geopolitical noise, with Jeff McClean, CEO of Solidarity Wealth, pointing to AI-driven CapEx as the key market driver. Amazon (AMZN) and Alphabet (GOOGL) stand out, though he says Meta Platforms (META) faces questions on spending returns. Beyond tech, Jeff sees Bloom Energy (BE), Pitney Bowes (PBI), Booking Holdings (BKNG), and Atlanta Braves...

A hotter CPI print is fueling inflation concerns, with Ben Emons pointing to pressure in food and energy tied to geopolitical risks. That could keep the Fed on hold and push the 10-year yield toward 4.70%, weighing on stocks. Focus now shifts to the U.S.-China summit, with implications for Apple (AAPL), Tesla (TSLA), BlackRock (BLK), Visa (V), Boeing (BA), and GE Aerospace (GE). ======== Schwab Ne...

Diane King Hall talks about notable earnings movers as markets open lower. Hims & Hers (HIMS) fell after a surprise loss as U.S. sales decline. Diane also touches on AST SpaceMobile (ASTS) as it faces pressure from a double miss. On Holding (ONON) did better than expected but shares still slid after earnings. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Both headline metrics in the CPI are high but in line with Wall Street estimates. Kevin Hincks outlines numbers underneath the headline driving the price climb, from energy and food to auto sales. He shares some concern in how the spike in energy prices can create a ripple effect in other sectors. President Trump's labeling of the U.S.-Iran ceasefire being on "life support" is the in...

Andrea Baumann Lustig, author of "Legacy on the Line," talks about the blind spots she sees in financial planning. Most of the blind spots she finds are among family dynamics and keeping financial conversations moving between generations. Andrea outlines how families can navigate these issues. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Nebius (NBIS) reports earnings before Wednesday's opening bell. Shares walk a tightrope after rallying 120% so far in 2026. Rick Ducat highlights an upward channel for investors to watch but notes a slowdown in bullish momentum. He also offers an example options trade for Nebius. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Brian Mulberry talks about the risks he sees under the surface of the stock market's all-time high run. Circular financing among the Mag 7 is a prime focus of Brian's concerns due to concentration risk despite signs of growth. He urges investors to diversify into other sectors that are beaten down or can indirectly benefit from AI demand. Brian picks Dell Technologies (DELL), Microsoft (MS...

The U.S.-Iran ceasefire is on "life support," according to President Trump, causing stocks to slide and crude oil to climb in the overnight hours. Kevin Green explains how the geopolitical headlines come head-to-head with the red-hot tech rally. Markets bracing for a hotter-than-expected CPI added pressure to equities. On the earnings front, KG turns to AST Spacemobile's (ASTS) doubl...

Lowe's (LOW) is starting to see some movement to the upside, says Ben Watson of Charles Schwab. He shows the stock's five-day chart to show how shares built a foundation for another move higher. Ben then turns to the one-year chart and points out key support and resistance levels. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks...

Hims & Hers (HIMS) stock fell after missing earnings estimates and posting a surprise loss despite strong subscriber growth. Circle (CRCL) rallied on earnings and unveiled new AI powered payment tools and Lumentum (LITE) hit a new all time high after being added to the Nasdaq-100 effective May 18. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Marley Kayden talks about oil prices surging after the president rejected Iran's latest proposal to end the war, while Sam Vadas touches on JP Morgan thinking there's room to run for South Korean stocks. ======== 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 Disc...

Chuck Etzweiler argues the current bull market still has room to run, driven by long‑term innovation across AI, robotics, and blockchain. He highlights broadening strength beyond tech into industrials and materials, and says volatility remains a normal part of a multi‑year structural uptrend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

Hims & Hers (HIMS) is expanding aggressively in telehealth, positioning itself as a scalable platform for peptides and broader treatments, according to Raul Shah. He highlights its manufacturing advantage, a strategic shift with Novo Nordisk (NVO), and global expansion efforts as the company targets partnerships with major players like Eli Lilly (LLY). ======== Schwab Network ======== Empoweri...

Pat Haskell of BlackRock (BLK) highlights a “once‑in‑a‑generation” opportunity in municipal bonds, pointing to infrastructure and revenue‑backed assets as key winners. He explains how shifting credit conditions, Fed policy uncertainty, and long‑term trends like AI and demographic changes are reshaping the muni market. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Michele "Mish" Schneider and Joe Rinaldi talk about Constellation Energy (CEG) earnings. Michele says its interest rate sensitivity holds hold bullish potential, noting a breakout opportunity for the stock. Joe says while it is slightly overpriced, he is enamored by the stock right now and with the moves to clean energy. ======== Schwab Network ======== Empowering every investor and trad...

AI infrastructure spending from hyperscalers like Microsoft (MSFT) and Alphabet (GOOGL) is driving the next phase of the trade toward hardware and memory, according to Sean O’Hara. He highlights Nvidia (NVDA) alongside broader chip demand, and breaks down ETFs like PSAI, WDAI, and TRFK designed to capture shifting leadership across the AI ecosystem. ======== Schwab Network ======== Empowering ever...

Andrew Chanin breaks down the growing excitement around the space economy, highlighting how established space companies are now generating serious revenue. He discusses the rise of AST SpaceMobile (ASTS), why investors are overlooking past failures, and how anticipation around potential SpaceX IPO is fueling momentum across the entire sector. Andrew also briefly touches on AI data centers arrangem...

Charles Schwab's Kevin Horner turns to key levels to watch in the S&P 500 (SPX) as the index hits record highs. On stock movers, he highlights Strategy's (MSTR) recovery as shares test notable resistance, and Snowflake's (SNOW) attempt to move out of consolidation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are...