Schwab Network

Amazon (AMZN) "sees where trends are going" and is working on making strong returns for investors, says LikeFolio's Andy Swan regarding the company's AI & AWS buildout. He argues the trend mirrors what Amazon did in the nineties with its inventory — a move that worked in the Mag 7 giant's favor. Andy considers Amazon an "unbelievable" company and a core position...

Ed Butowsky and Christopher Davis break down FedEx (FDX) earnings as the stock pops. Ed thinks their hedging strategies are being overlooked though they’re a big part of the company’s turnaround. However, he thinks it’s overpriced and wouldn’t buy at these levels. Christopher says FedEx is showing how AI is transforming industrials, and he highlights new leadership growing the healthcare part of t...

Joe Cavatoni of the World Gold Council talks about why he believes the yellow metal hasn't caught a bid over recent sessions. He notes structural headwinds brought by the U.S.-Iran War and the Fed as key headwinds. He believes easier access to gold through digital channels will offer opportunity to scale prices. "I think the world is open for much wider adoption of gold," says Joe, e...

Noise on macro volatility doesn't dampen Tim Bohen's bullish spirits, saying he likes the resiliency in equities throughout the uncertainty. Turning to his Big 3, Tim sees Devon Energy (DVN) as a safe trade tied to other industries, SanDisk (SNDK) continuing to leverage memory chip pricing, and Palantir (PLTR) to maintain AI strength through its U.S. government ties. Kevin Green supports T...

"We need this war to end," says Matthew Tuttle, pointing it as the crux to fears of stagflation and long-term crude oil volatility. He believes the metals trade will regain traction in commodities as uncertainty continues. Matt remains a long-term bull on tech and points to Micron's (MU) pullback on a "blowout quarter" as one stock to watch. ======== Schwab Network ========...

Chad Benyon covers sports betting stocks amid the March Madness tournament. “We’re seeing good volumes, good interactions” on sites like FanDuel, owned by Flutter (FLUT), and DraftKings (DKNG). The companies also plan to spend hundreds of millions on acquiring new customers. DKNG is “more of a pure play on North America,” he says, and is bullish on their “Super App” reducing friction for customers...

Take Chipotle's (CMG) latest upgrade with a grain of salt, says Alex Coffey. Mizuho turned bullish on the stock and issued a $40 price target. As Alex notes, Mizuho's upgrade notes headwinds that Chipotle needs to take off its plate before making a run back to all-time highs. Dan Deming offers an example options trade for the fast casual giant. ======== Schwab Network ======== Empowering e...

Today's Big Picture panel focuses on the crypto markets, with Charles Schwab's Jim Ferraioli pointing to resilience where equities slumped. He believes a bottoming pattern has formed in Bitcoin supported by a rebound in ETF inflows, though he makes the case to "not be very bullish" quite yet. Jim turns to how the SEC and CFTC are updating their views on crypto regulation as a pos...

Kevin Green updates viewers on the latest crude oil news as countries struggle to make up supply. He notes that oil and the dollar are, unusually, moving in lockstep. Kevin explains how attacks on LNG facilities are adding to the energy pressures, and why they will be more difficult to bring back online – and how it’s impacting Taiwan, the preeminent semiconductor maker. He highlights Cheniere Ene...

Greg Friedman covers how the Iran conflict is pressuring commercial real estate values. He also highlights the risks of loans maturing, as many are coming due between now and 2027, but were created when rates were much lower. “There’s really going to be a need for new liquidity,” he says, anticipating forced selling and refinancing. Greg also covers demand around the World Cup, which he expects to...

Arup Datta sees a “great buying opportunity” in markets, picking international over the U.S. He explains where he’s finding value right now, with stock picks including Teradyne (TER), Ovintiv (OVV), and Innovative Solutions (ISSC). He breaks down his criteria, the bull case for each stock, and what he sees ahead. ======== Schwab Network ======== Empowering every investor and trader, every market d...

“Nvidia’s still our largest holding,” but Michael Landsberg still underweight overall. He’s looking for AI plays outside of the Mag 7 to avoid paying high multiples. He also looks to commodity trading using ETFs rather than futures as food and oil prices surge. Michael covers what his bond holdings look like and what he expects from the Fed this year. Looking for dividends, he likes NextEra Energy...

A slew of upgrades capture Diane King Hall's attention for morning movers helping to close the trading week. Arm Holdings (ARM) gets a hand from HSBC, with the analyst upgrading the stock and issuing a price target far above the current price. Chipotle (CMG) also got bullish optimism from Mizuho. Diane then talks about the energy space with a pair of upgrades in Chevron (CVX) and Occidental Pe...

Charles Schwab's Adam Lynch returns to this week's Crypto Corner to explain why some traders see a bottom forming in Bitcoin. He compares commentary from prominent crypto traders to blockchain bears in weighing both sides of the argument. Adam points to JPMorgan Chase's (JPM) increased institutional adoption as a positive for the space for a variety of reasons, the leading of which bei...

BofA raised Cheniere Energy's (LNG) price target to $322 from $296 as tensions in the Middle East continue to drive volatility in crude oil prices. Tom White turns to support and resistance levels for investors to watch and offers an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Corporate and investment banking face new pressures as private credit and other lenders raise the bar for clients, says Kartik Ramakrishnan. Decision-making speed and flexibility are a key proponents driving more people to private credit and non-bank lenders. AI has a role in headwinds as well, with Kartik outlining a tough road ahead for banks as LLMs improve. ======== Schwab Network ======== Emp...

Chris Ryon doesn't have an interest rate cut on his radar this year even though markets are pricing in one. He explains how the U.S.-Iran War throws a wrench in the Fed's plan and how it reflected in the committee's decision Wednesday. Chris then outlines his suggested path for investors in the bond market. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Chevron (CVX) rallied to record highs as crude oil volatility ignited interest in energy-centric stocks. Charles Schwab's Kevin Horner offers insight through technical analysis of the stock to determine if the run higher can continue and where shares see support if a pullback occurs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

"Oil is going to determine the tone for today," says Kevin Green, as he talks about the latest headlines that he expects to rattle investors Friday. Also brace for lots of volume on the options front that will shake equities, with KG pointing to triple witching expected to create wide market swings. He later talks about the "shocker" earnings beat and guidance raise in FedEx (F...

Alex Coffey joins Sam Vadas for Thursday's final takeaways centering around the U.S.-Iran War. The headlines taking their focus: updates to crude oil exports and long-term challenges to energy infrastructure destroyed in the conflict. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before tra...

Alibaba Group Holding Limited (BABA) is facing near‑term pressure after earnings showed margin strain, but Henry Greene says the market is mispricing the stock. He points to long‑term upside from Alibaba’s cloud and full‑stack A.I. strategy, including the undervalued T‑Head semiconductor unit. Despite capital rotating away from large‑cap China tech, Greene argues fundamentals are improving as Chin...

Marta Norton discusses how the world is looking to the Fed’s monetary policy responses and the latest on the U.S./Iran conflict. Marta likes some parts of the tech sector, citing the AI revolution and earnings starting to look up. “By the end of 2025,” she thought international equities were turning expensive, and adds that they face geopolitical risks that U.S. equities don’t. It’s also harder to...

Al Lord focuses on the housing market and affordability. “There is no doubt whatsoever that renting is winning the argument.” In this “crazy inflation world,” rents are “essentially flat nationwide” as buying prices have skyrocketed with no sign of getting better and mortgage rates have stayed high, he says. We’ve “forgotten the lesson” of the Great Financial Crisis, including that house values al...

Ron Westfall and Olivier Blanchard look through Alibaba (BABA) earnings, which missed estimates, and discuss the Chinese tech sector. Ron thinks the company is going through a “strategic pivot” and says the stock is becoming “increasingly attractive.” Their cloud intelligence division is “really delivering” and AI is booming; he notes its prebuilt customer base allows for fast adoption. Olivier ag...

Dan Labovitz breaks down the recent SEC & CFTC crypto regulatory ruling designating most cryptocurrencies as digital commodities, not securities. “They’ve now given us a roadmap,” he says, and believes it can push the sector higher. The clarity will help ETF builders create crypto-related funds, among other things. “The large players have woken up and they’re getting involved,” creating a conv...