Schwab Network

Kevin Roberts of CarGurus (CARG) explains how rising vehicle prices are widening an affordability gap in the U.S. auto market. He discusses shifting demand dynamics between new and used cars, renewed interest in electric vehicles as gas prices climb, and why more affordable EV options are becoming critical. Roberts also weighs in on the pressure for Tesla (TSLA) to introduce lower‑priced models to...

Edward Best examines SpaceX’s potential IPO and why it could redefine how mega‑cap tech offerings come to market. He breaks down the challenges of valuing a company of this scale, Elon Musk’s push toward retail‑driven participation, and the implications of unconventional moves like reduced lockups. Best also discusses SpaceX’s heavy capital needs, the importance of upcoming SEC disclosures, and wh...

Nick Raich, CEO of the Earnings Scout, previews bank earnings as JPMorgan (JPM) kicks off the season, arguing that profitability will hinge on net interest margins and loan growth rather than headlines. He discusses slowing momentum tied to geopolitical risk and credit quality, while pointing to productivity gains from A.I. across the S&P 500 as a longer‑term margin catalyst. Raich also highli...

The massive amounts of money being spent on AI CapEx is going to continue, says Cory Johnson. He says the data center buildout "is absolutely happening" so companies can capture their corner of the AI market. Cory urges people in the tech trade to follow the money and find unsung opportunities in the space, pointing to companies like Lumentum (LITE), Coherent (COHR), Corning (GLW), and o...

Andrew Almeida and James Kaufman discuss why market stability remains the base case despite geopolitical tension and shifting Federal Reserve expectations. They explain how oil prices may create near‑term pressure, while artificial intelligence and resilient A.I. infrastructure provide longer‑term disinflationary support. The conversation also covers labor‑market stability, Bitcoin’s evolving role...

Tim Pagliara talks about the disruptions he sees happening over a long period of time around the Strait of Hormuz. Those disruptions are one he says go beyond crude oil, pointing to commodities like sugar, helium, and fertilizer impacting food supplies and tech manufacturing. Tim doesn't see a full reopening of the strait for weeks, with impacts expected to ripple throughout global economies f...

Joe Hegener says corporate earnings remain strong despite an energy‑driven K‑shaped economy that continues to pressure lower‑income consumers. He highlights recent rotation as a rare opportunity in Microsoft (MSFT) and Amazon (AMZN), while pointing to major margin upside in healthcare and financials through automation. Hegener also cautions against further Fed rate hikes and explains why crypto re...

Colin Symons offers insight into the excitement surrounding the space trade and stocks to watch as space tech evolves. His "favorite" is AST Spacemobile (ASTS) due to its satellite network having lots of potential in cell phone connectivity. He also notes a "disparity" between the stock and SpaceX's Starlink on a valuation perspective. Colin adds Rocket Lab (RKLB) as anothe...

LikeFolio's Landon Swan breaks down how Walt Disney (DIS) is leaning on streaming as a key growth driver amid a K‑shaped consumer economy. He explains how pricing tiers and bundles are boosting profitability and reducing churn, even as the parks business faces pressure from higher prices and rising competition. With major capital investments underway, the focus turns to whether Disney’s premiu...

Tom Essaye and Matt Maley preview a pivotal earnings week by shifting focus away from geopolitics and toward underlying risks in banks and big tech. They explain why results from Bank of America (BAC) and Wells Fargo (WFC) will be key gauges of consumer health, while warning of private‑credit risks and a potential “sell‑the‑news” reaction. The discussion also questions whether massive A.I. spendin...

Eddie Yoon explains why U.S. consumers continue to spend even as disposable income falls and financial pressure builds. He discusses how rising fuel and housing costs are reshaping discretionary categories, with companies like Costco (COST) and Anheuser‑Busch (BUD) adapting through loyalty strategies, innovation, and M&A. The shift highlights how legacy brands must evolve as consumer behavior...

Tim Bohen with StocksToTrade closes out another trading week with three names tied to the tech trade. He highlights smaller names Aehr Test Systems (AEHR), to rising giants like SanDisk (SNDK) and Intel (INTC). Rick Ducat backs Tim's trade ideas by analyzing bearish and bullish chart trends in the stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day....

"The path to peace" is what Dale Smothers sees driving markets higher. He points to the latest economic data surrounding inflation causing a downbeat tone and a key reason investors have their eyes on the U.S.-Iran War ending. Dale believes now is a good time to consider repositioning your portfolio as a "buyer's market" forms despite the volatility. If crude oil stays arou...

As Meta Platforms (META) battles legal suits and juggles exuberant CapEx in its AI buildout, Ron Westfall still sees lots of upside as the Mag 7 company trades below its historical value. He points to Meta's new Muse Spark LLM as the latest innovation he sees bolstering the balance sheet long-term. Tom White offers an example options trade for the stock. ======== Schwab Network ======== Empowe...

Kristina Hooper explains how a K‑shaped recovery is leaving lower‑income consumers under pressure as inflation, higher oil prices, and tariffs bite. She discusses why resilient spending at the high end is masking underlying stress and how the Federal Reserve may stay hawkish despite cracks in the labor market. As earnings season begins, Hooper warns that forward guidance—not past results—could cha...

A hot CPI print wasn't as hot as markets expected, something Charles Schwab's Cooper Howard sees as a key reason markets are brushing past the print. He explains where he sees inflation impacting the market from here. Additionally, Cooper expects crude oil price fluctuations to serve as a long-lasting headwind for bonds. ======== Schwab Network ======== Empowering every investor and trader...

The April 2026 preliminary consumer sentiment report "is a hard one to spin as a positive," says Alex Coffey. The report showed a plunge month-over-month. Factory orders for February also came in flat. He explains how the latest economic data shapes the inflation picture as talks between the U.S. and Iran to reopen the Strait of Hormuz kick into a new gear. Alex then outlines expectation...

JW Roth, Chairman and CEO of Venu Holding (VENU), explains how the company is capitalizing on the growing demand for premium, experience‑driven entertainment. He outlines Venu’s aggressive U.S. expansion, strengthening balance sheet, and partnerships aimed at institutionalizing the brand, even as the stock faces near‑term pressure. Roth also addresses construction cost risks and how luxury demand...

UBS no longer sees ServiceNow (NOW) as a better positioned stock in the AI trade. William Blair adds Amazon (AMZN) to its conviction list. Piper Sandler expects a bigger step down for Nike (NKE) shares. Diane King Hall takes investors through the top headlines driving action on Wall Street to start Friday's session. ======== Schwab Network ======== Empowering every investor and trader, every m...

Troy Hooper discusses renewed momentum in the IPO market, with the spotlight on SpaceX and its ambitious push toward a potential $2 trillion valuation. He breaks down the company’s strategy to attract retail investors and fast‑track index inclusion, while questioning whether its valuation outpaces fundamentals. As SpaceX prepares for a high‑profile roadshow, the market is left to decide whether it...

Goldman Sachs (GS) will be a litmus test for earnings season when it reports earnings before Monday's opening bell. Rick Ducat shows the stock's recent descending megaphone patterns followed by a sharp funnel higher, highlighting volatility in the financial sector. He then offers an example options trade before Goldman Sachs reports. ======== Schwab Network ======== Empowering every invest...

Tema ETF's Yuri Kodhjamirian talks all about what he calls the "space economy" and tailwinds he see through launch costs coming down, paired with tech innovations trimming past risks. He highlights how NASA's Artemis II launch showcases both sides of the space trade, from legacy supply methods to utilizing new age efficiency. Yuri sees data centers and other AI infrastructure lea...

Equities are pricing in an off-ramp to the U.S.-Iran War, though Michael Green is not convinced the direction of the economy is signaling that. He points out that the path for inflation is riddled with road bumps with American consumers pricing down and the housing market showing continuing weakness. Michael adds that he's skeptical of the reported job increases. ======== Schwab Network ======...

Crude oil fell back below $100 ahead of Friday's trading session, but as Tom White explains, global markets remain on edge for talks between the U.S. and Iran. He explains how countries are navigating the energy disruption as crude oil transports trickle through the Strait of Hormuz. Tom later explains CoreWeave's (CRWV) new deal with Anthropic just a day after entering a $21 billion agree...

Rachel Dashiell with Charles Schwab offers a closer look into the short-term price action of Royal Caribbean (RCL), which has fluctuated in a tight trading range. She compared the recent coil to long-term performance to explain why a "big breakout" is possible. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...