Schwab Network

There's more to Qualcomm's (QCOM) 5-day trading activity than investors realize, says Charles Schwab's Brett Crowther. He highlights bullish indicators in the chart despite recent bearish price action. Brett then shows how it compares to Qualcomm's one-year chart and why shares can bounce off key technical support. ======== Schwab Network ======== Empowering every investor and trad...

Crude oil spiking and concerns of "boots on the ground" in Iran have investors pulling back ahead of Thursday's opening bell. Kevin Green walks investors through the recent volatility and the central role energy infrastructure risks play. As KG says, keep an eye on the 6,500 level for the S&P 500. Gold's decline also continued and silver's selling action was even steeper....

Marley Kayden and Sam Vadas cover rising gas prices, EPA fuel waivers, and a California ruling that raises new regulatory risks for Meta (META) and Alphabet (GOOGL). They also touch on a rally in Chinese ADRs — including PDD (PDD), Alibaba (BABA), and JD.com (JD) — as markets await Fed signals. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Larry McDonald warns that the “Magnificent Seven” are under pressure as soaring AI capital expenditures and rising energy costs compress margins. He argues that higher costs from Micron (MU) and Washington’s debt-driven inflation strategy are accelerating a rotation out of paper assets and into hard commodities like gold and silver. McDonald also flags growing stress in private credit, comparing t...

Charles Schwab's Jim Ferraioli returns to Crypto Corner and offers insight into Bitcoin's recent rebound after stark selling action. He weighs the question: does price action in cryptocurrencies correspond more with fundamentals or the macroeconomic environment? He also talks about rising competition in smart contract platforms and how they use Ethereum and Solana. Also on the docket: the...

Alex Coffey covers the only stock that can compete against Nvidia (NVDA) when it comes to single-day options activity: Tesla (TSLA). He compares the Mag 7 giant's underperformance as similar to other automotive and EV peers like Ford (F), General Motors (GM), and Rivian (RIVN). Alex examines Tesla's slump so far in 2026 and its options activity, which has 70% of the stock's total contr...

Bill Magnuson, CEO of Braze (BRZE), joins to discuss their latest earnings as the stock soars in Wednesday trading. Bookings increased by “50% year-over-year” and there’s been excitement around their AI offerings, he says. He highlights major new clients moving from legacy businesses and explains what makes Braze’s platform superior. He emphasizes that large companies aren’t moving software provid...

The nuclear energy trade is back in focus with more traditional power sources like crude oil and natural gas experience supply shocks. Eli Horton calls the current disruption an "accelerant" for energy transition in discussing bottlenecks and opportunities in these energy sources. In the nuclear power space, he points to Cameco (CCJ) as a name to watch. ======== Schwab Network ======== E...

Bob Lang explains what options flows are signaling in the market. He notes semiconductors are seeing strong inflows and bullish positioning, with momentum names extended higher. He highlights flows in names like Applied Optoelectronics (AAOI) and Marvell (MRVL), both of which he likes. “It’s a stock picker’s market still,” he believes. ======== Schwab Network ======== Empowering every investor and...

David Nelson believes the U.S.-Iran War "will pass," though "kryptonite" in higher rates will keep the stock market from moving much higher. He outlines his path ahead for Wall Street in navigating the volatility. David later calls Dell Technologies (DELL) a "slam dunk" trade even with all the uncertainty due to its cheap valuation and better-than-expected earnings gr...

David Dietze is turning optimistic, saying “Iran is no match for the United States” with no friends, and the “TACO trade is starting to kick in.” This implies a shorter conflict, he thinks, and turns his focus to the market backdrop. He’s looking for areas hit the hardest, which “may come back first,” such as consumer staples. His stock picks include Molson Coors (TAP), KKR & Co. (KKR), and Un...

Gené Teare reflects on the outlook for the IPO market, expecting an “unprecedented” year. AI has completely reshaped the venture markets, she notes, though most of the money is going into OpenAI and Anthropic, with the latest quarter breaking records. She thinks we could see the biggest IPO ever this year. However, other hyped AI companies probably need another 2-3 years of maturity before they lo...

Risks in Qatar's energy infrastructure presents a "big opportunity" for U.S.-based providers, says Simon Lack. Some companies on his radar: Cheniere Energy (LNG) and Venture Global (VG). Simon walks investors through how they can capitalize on higher crude oil and natural gas prices. However, he warns that pricing still has a higher risk to the upside. ======== Schwab Network =======...

Christopher Clarke notes the job market has contracted since this time last year and discusses the multiple economic shocks pressuring hiring. “The trend has been flat for ten months now,” despite “noisy” reports month-to-month. The Fed doesn’t have a lot of room to cut rates to ease job pressures because of inflation. Christopher notes that hiring for young people is “in the doldrums,” provoking...

"It really just feels like Meta is cranking on all cylinders," says LikeFolio's Andy Swan when talking about the Mag 7 company's tech, advertising and social endeavors. His firm's data shows all its social media branches growing except for WhatsApp. Andy says you have to look at Meta Platforms (META) as an AI company, believing it is setting the foundation for how other compa...

Alex Barron and Tsvetta Kaleynska break down KB Home (KBH) earnings and the real estate sector. Tsvetta, who focuses on social media sentiment, notes that housing conversations online are “extremely negative” around affordability with a lot of buyers “walking away.” She adds, “The monthly math [does] not make sense for Americans to own anymore.” Alex says the spring selling season is turning out t...

Horizon Quantum Computing (HQ) CEO Dr. Joe Fitzsimons talks about how his company serves as the first quantum "pure play" in software. He outlines his path ahead for Horizon's revenue stream and when he expects commercial adoption in the industry. Joe also explains Horizon's quantum partnerships with companies like Rigetti Computing (RGTI). ======== Schwab Network ======== Empowe...

Traders "live for days like these," says TheoTrade's Don Kaufman in referencing Wednesday's volatility. He offers a trio of example options trades he sees as opportunities in the price action. Don calls the State Street Health Care Select Sector SPDR ETF (XLV) a "battleground" between bears and bulls, Boeing (BA) a "very" bullish short-term play, and SAP SE (S...

Anthony Saccaro sees a lot of uncertainty and is surprised the market hasn’t fallen more. He says it’s in a “holding pattern” for now. He discusses the current energy crisis – “the backbone of everything” – and where the Fed will go next. However, he thinks the Iran war will end “sooner than later,” tempering inflation. If the war continues for a few more months, though, he sees a heavier impact....

Steve Koenig digs into Okta Inc.’s (OKTA) bounce back, saying their last quarterly report and guidance were reassuring. He discusses their upcoming AI product launches which may be building hype, but thinks it comes down to the fundamental financials. He calls it “very much a leader” in identity cybersecurity. Tom White offers an example options trade. ======== Schwab Network ======== Empowering e...

Arm Holdings (ARM) shares initially fell after announcing plans Tuesday to sell a new data center CPU chip. The stock then flexed strength Wednesday after guiding for roughly $15 billion in chip revenue through 2031. Marley Kayden explains how this headlines, paired with a Mag 7 partnership with Meta Platforms (META), drove bullish analyst updates. Prosper Trading Academy's Scott Bauer offers...

The long lines at airports over the partial government shutdown is "really, really bad" from a political standpoint, says Charles Schwab's Mike Townsend. He sees the funding situation getting resolved by the end of the week due to widespread complaints piling up against Congress. Shifting his focus to the FOMC, Mike explains the "limbo" on what will happen next with Fed Cha...

David Sekera thinks the market is undervalued by 10% at current levels. However, rallies will likely be restricted until the Iran conflict is resolved. He’s been bullish on energy since last year and thinks traders should take some gains from the sector and move into growth stocks. He highlights Mosaic (MOS), believing it’s at 40% of fair value. ======== Schwab Network ======== Empowering every in...

The average price per gallon since the U.S.-Iran War started has risen $1 nationwide, and Kevin Green isn't expecting crude oil volatility to cool soon. He adds that the futures are setting up for a tentative technical bounce. Paired with low volume and a VIX above 25, KG warns any significant headline will move Wall Street. He turns to the economic picture by explaining the delayed data in im...

Gold climbed higher to begin Wednesday's trading session as Diane King Hall explains what's backing the yellow metal's move and crude oil's selling action. She then touches on a Wall Street Journal report saying Palantir (PLTR) is working on President Trump's "Golden Dome" defense initiative with Anduril. On the earnings front, Diane notes a strong rally in Chewy (CHW...