Schwab Network

Sometimes, "the best thing you can do is do nothing," says Ted Weisberg. He sees continuing volatility from the U.S.-Iran War creating an uncertain trading environment, making the case that it's best to keep your portfolios steady for now. Ted also sticks by what he considers the "rail and garbage" trade, pointing out stocks and industries that will stay strong against AI u...

Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to fall to $75–$80 as U.S. and Gulf production eases supply concerns. Steven believes the AI sector is just beginning and points to Nvidia (NVDA) as a key growth driver. He notes Dell Technologies (DELL) and HP Inc. (HPE) should benefit from a workstation...

Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). George Tsilis talks about the avenues Goldman Sachs sees opening for the streaming giant despite losing the bidding war. He then explains why BofA downgraded Carvana (CVNA) and the metrics behind Keybanc's price target hike for Intel (INTC). ========...

Whispers of ceasefire talks between the U.S. and Iran have investors on edge to begin another trading week expected to hold lots of volatility. Kevin Hincks walks investors through his expectations and how you can brace for price action in either direction. He offers insight into the March jobs report and previews other key economic data this week. ======== Schwab Network ======== Empowering every...

Carvana (CVNA) shares caught new traction in recent trading session, as Rick Ducat takes the wheel by putting key levels to watch in the headlights. He then turns to an example options trade for the stock. ======== 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 Disclosure...

Jay Woods remains cautious of positive price action so long as the U.S.-Iran War continues. That said, he sees technical improvement in the S&P 500 (SPX) and a tentatively strong earnings season offering bullish opportunities. One report he sees as more important than many estimate: Delta Airlines (DAL). Jay point to solar energy and big pharma as other corners of Wall Street he expects to gai...

"Volatility may still be in front of us," says Erin McLaughlin when turning to the labor picture after Friday's March jobs report. The month showed a 178,000 increase but a 133,000 job loss in February's revised report. Erin paves a path she projects the FOMC to take and ways investors can add protection their portfolios. ======== Schwab Network ======== Empowering every investor...

Markets are awaiting President Trump's Tuesday deadline for Iran to reopen the Strait of Hormuz. Tom White discusses how the war is impacting the overall market, the positive jobs report data released on Friday while markets were closed, and why Bitcoin is moving higher on Monday morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

You see their products everywhere — and may even own one of them yourself. George Tsilis revisits Apple (AAPL) for this week's Tech Corner and weighs the Mag 7 giant's gargantuan balance sheet against global competitors like Samsung. Apple's flagship iPhone product and iOS software offer clear tailwinds for the company's tech ecosystem as it advances AI. That said, George points to...

Marley Kayden and Sam Vadas cap a short trading week filled with volatility by turning to headlines investors likely missed on Thursday's session. They explain the sell-off in travel stocks caused by the most recent crude oil spike and highlight why tariffs are back in Wall Street's spotlight. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Rob Thummel says the latest oil spike tied to Iran highlights a deeper shift toward U.S. energy independence. He explains why America’s shale advantage and low‑cost power make energy a long‑term strategic play—especially as AI data centers drive demand for reliable domestic electricity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks a...

Mark Hamrick breaks down a frozen U.S. labor market as JOLTS data shows low hiring and low firing, limiting mobility and wage growth. He explains why job gains remain concentrated in healthcare, what upcoming jobs data could reveal, and how small businesses are holding up despite higher rates and tariff risk. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Steven Bruce, CIO of Bruce Wood Capital, says history suggests caution after the S&P 500 snaps a multi‑week losing streak. He explains why forward returns tend to be muted, argues for diversification beyond mega‑cap tech, and highlights opportunities in international and small‑cap stocks amid midterm‑year volatility. ======== Schwab Network ======== Empowering every investor and trader, every...

Natraj Balasubramanian, CEO of Braiin (BRAI), joins to discuss the company ahead of ringing the Nasdaq closing bell. The company runs an AI platform to “modernize analog industries,” with a focus in agriculture. He explains the types of problems they can solve with technology before they’re able to be seen “by the naked eye.” They use client data for predictive modeling and partner with other vend...

Markets are closed Friday but we'll still get the March jobs report in the morning. Nicole Bachaud and John Blank both agree that "30,000 is the new zero" when it comes to job improvement, believing persistent inflation raises the bar for employment. Watch for downside risk in industries that feel the pinch of higher crude oil prices like grocery stores, says Nicole. John tells inves...

Sweta Singh explains how the market perceived Trump’s speech on Iran last night. She doesn’t think it believes the Strait of Hormuz is going to reopen in the near-term and discusses how energy prices have spiked today. Even if the U.S. is insulated on energy, our trade partners having to cut back on their own energy use will impact us. On the overall market, she argues that we should be worried ab...

There's always opportunity in markets if you know where to look, says Tiffany McGhee. She offers insight into how her firm positions portfolios in times of profound volatility, including now as the U.S.-Iran War drags on. She labels tech and healthcare as top sectors to watch, noting Microsoft (MSFT), Broadcom (AVGO), and Eli Lilly (LLY) as her top stocks. ======== Schwab Network ======== Empo...

Steven Dickens offers a wide perspective on the AI trade and makes the case why it's still the market's "theme" moving forward. For Oracle (ORCL), he believes the software company is a "hyperscaler at scale" with bolstered strength coming from its latest capital deployment. As for Nvidia (NVDA) Steven argues the Mag 7 giant's moat is stronger than ever as it expands...

Some investors questioned Apple's (AAPL) decision to stay on the sidelines of the AI trade, though 14% year-over-year web visit growth shows a lasting interest in the Mag 7 giant. LikeFolio's Andy Swan explains why he currently sees the stock as undervalued when comparing his data to the price action. He talks about Apple's "cycle of profitability" bolstered by a strong tech...

Chris Nyhuis, CEO of private cybersecurity firm Vigilant, breaks down how a recent AI supply‑chain attack exposed vulnerabilities in open‑source software, allowing nation‑state actors to infiltrate millions of applications. He explains why cybersecurity leaders like Palo Alto Networks (PANW) and CrowdStrike (CRWD) are critical as AI expands the global threat surface. ======== Schwab Network ======...

Eric Diton warns that geopolitical risk and heavy S&P 500 (SPX) concentration leave markets vulnerable, even if oil shocks prove temporary. He discusses rotating into international stocks, small caps, and emerging markets, while viewing the pullback in Nvidia (NVDA) and Big Tech as a healthy pause in a longer‑term AI trend. ======== Schwab Network ======== Empowering every investor and trader,...

Ben Cook adds clarity to what he considers a headline-driven market. He notes that investors pricing in a conflict cooldown, offering levity ahead for energy markets. That said, "as long as this conflict continues," crude inventories will face pressure, according to Ben. Dryden Pence believes the crux of crude oil volatility is a "traffic problem," not supply. Turning to intere...

As volatility continues to grip the stock market to close a short trading week, Dan Deming turns to three stocks he sees weathering the volatile storm. He believes Casey's (CASY) will continue to show earnings strength as a "core holding," GE Vernova (GEV) will gain momentum off the AI trade, and Palantir (PLTR) to make a move back toward record highs. Dan offers example options trad...

Greg Halter offers his full-picture perspective on the energy trade after crude oil broke above $110 on Thursday's trading session. He sees the sector continuing to gain momentum beyond the U.S.-Iran War, especially with AI's hunger for electricity adding to demand. Greg notes Microsoft's (MSFT) $7 billion deal with Chevron (CVX) to power its data centers as a key example. George Tsili...

Tesla's (TSLA) 358,000 first-quarter vehicle deliveries did not meet Wall Street expectations of 366,000. However, that number still beats year-over-year metrics. Marley Kayden takes investors through the report and what is means for Tesla's positioning in the EV race. Joe Tigay says he likes the stock long-term an offers an iron condor trade for the Mag 7 stock. ======== Schwab Network ==...