Schwab Network

Barry Knapp believes the recent market pullback is just a part of the full plunge. He explains how investors are mispricing a "Trump put" and doesn't think the Fed is offering enough of a "cushion" to soften a blow to its dual mandate. When it comes to AI's risk to the job market, Barry points to Block (XYZ) cutting about half its labor force as the latest litmus test a...

Jason Ware reacts to the FOMC’s decision to leave rates unchanged and the Fed’s changing economic projections. President Trump’s tariff policies and war with Iran have both disrupted the Fed’s normal abilities, he says, as they become caught between their dual mandates. While he expects volatility in the near-term, he’s still bullish for the year and expects GDP of around 2%. Jason shares multiple...

LikeFolio’s Landon Swan covers Uber Technologies (UBER) as the company announces a partnership with Rivian (RIVN) for self-driving. He says Uber has been “a little disappointing” for investors over the last year, and a lot of social chatter is around unionization, business practices, and high rates. Uber Eats is “really carrying the load” for the company, he adds. ======== Schwab Network ========...

Brian Moody believes the EV space will struggle with the lack of a tax credit, though he says hybrids can offer a great transition point into stronger EV momentum. He explains what current EV customer trends mean for companies like Toyota Motor Corp. (TM), General Motors (GM), and Tesla (TSLA). Brian talks investors behind the wheel from his perspective, offering insights into EV energy and vehicl...

Micron's (MU) pricing is the company's strongest asset, says Angelo Zino with CFRA. He points to the company's stellar earnings and guidance to back his thesis. Stephen Sopko notes memory supply constraints serving as a key roadblock for the Micron's future growth. Angelo and Stephen offer insights into how the AI-tied company can boost tailwinds and counter headwinds. ======== Sch...

Blake Grayson, CFO of DocuSign (DOCU), joins to break down their latest quarterly earnings. He notes they hit $1B in billings and in free cash flow for the first time and explains how adoption of their Intelligent Agreement Management (IAM) technology is driving growth. The tool is powered by AI, and he explains what it can do for companies to unlock the “true value in their agreements” and why it...

Dan Deming urges investors to stay nimble as markets grapple with crude oil, gold, and silver volatility. That said, he sees trading opportunities available in the markets. Dan offers example options trades for Oracle (ORCL), Johnson & Johnson (JNJ), and Starbucks (SBUX) while giving bullish and bearish commentary for his picks. Kevin Green offers technical analysis by looking at the stock cha...

“This year’s [tax] refunds are going to be the largest on record,” says Tony Zabiegala, anticipating an economic boost because Americans are a “nation of spenders.” He sees the U.S. as an innovation leader that is sheltered from the energy crisis, and with the market broadening, he sees opportunities for stock pickers and investors. His stock picks include Blackstone (BX) and Datadog (DDOG) after...

Cristina Fernandez focuses on Williams-Sonoma (WSM) earnings and specialty retail. The stock is falling after the report despite an overall “good quarter.” Cristina notes that three of their four brands showed strength and highlights the positives she sees in the quarter. Guidance was a “solid number” even with a “pretty big impact” from tariffs. She previews Nike (NKE) earnings, looking at their...

FedEx (FDX) shares soared at the beginning of 2026 before experiencing a reversal once the U.S.-Iran War began. Alex Coffey talks about the metrics he sees as most important in the company's after-hour earnings Thursday. Joe Tigay talks about the "coin flip" chances FedEx has on moving to the downside after earnings by offering a bearish example options trade. ======== Schwab Network...

Charles Schwab's Nathan Peterson urges investors to pay attention to technical levels in the indices and Nvidia (NVDA), all of which are "battling" key simple moving averages. Cooper Howard focuses on the FOMC by reiterating Fed Chair Jerome Powell's rhetoric: don't put too much emphasis on the dot plot for interest rates. He explains how the commentary plays into bonds. ====...

Jay Hatfield thinks optimism is “appropriate for the U.S., but not really Europe.” He explains how the attacks on Qatar’s LNG facilities is “great” for Cheniere Energy (LNG) and other natural gas companies in the U.S., but will have major impacts abroad. He lays out his case for how the Fed can cut two or three times this year. He still thinks the S&P 500 can hit 8K before year-end, but hedges...

Kevin Green breaks down the New Home Sales report and other economic data from Thursday morning. He discusses how the economic trends could change in upcoming reports due to the U.S.-Iran war. KG then turns to the widening spread between Brent and WTI crude oil, why it’s “not normal,” and developments in the Strait of Hormuz. Kevin turns to the metals falling and what they could mean for equities,...

Ann Miletti discusses opportunities within the market pullback for long-term investors. She explains the catalysts market participants should be watching, including private credit and AI spending. She sees a “great buying opportunity” to diversify outside the U.S., recommending around 5%-10% of portfolios in international markets. She maintains, though, that the U.S. is probably the best place to...

Rivian (RIVN) shares accelerated after Uber Technologies (UBER) said it will invest $1.25 billion into the EV company's robotaxi fleet. Diane King Hall talks about how it signals a gear shift in the autonomous driving industry. On the earnings front, Five Below (FIVE) showed what Diane calls "really strong" same-store sales. Elliott Investment is making another stake, this time in In...

Tiffany McGhee covers the Fed’s decision yesterday and its higher estimations for inflation this year. She says there were “no major surprises” as they signal “caution, not confidence,” and the main theme remains “uncertainty.” She shares some of her stock picks, including Exxon Mobil (XOM) and NextEra (NEE). She emphasizes the criteria of real assets and strong balance sheets. Tiffany also likes...

Uncertainty builds surrounding the future of the U.S.-Iran War and crude oil prices, says Phil Streible. Until there's clarity on a timeline to the end of the conflict, he says crude oil will dominate the commodity trade, fuel price spikes at the gas pump, and limit upside in equities. Phil explains how crude oil volatility expands into the Fed's interest rate cutting cycle, or lack thereo...

Tom White analyzes the latest price action in FedEx (FDX) with the company poised to report earnings after Thursday's close. He points out important support and resistance levels to watch while offering an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

The bigger crisis with the Strait of Hormuz isn't oil — it's fertilizer, says Jake Hanley. He walks investors through how disruption in the strait impacts one-third of the world's fertilizer supply and will impact how people across the globe get their food. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

A Morgan Stanley upgrade for Carnival (CCL) wasn't enough to push wind into the sails of the cruise ship company. Charles Schwab's Ben Watson explains how price action in the short and long-term establish key support and resistance levels into earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Brent crude oil is moving much higher to the upside than WTI, as Kevin Green analyzes what the spread means for supply and demand. KG adds to the macro picture by explaining what it means for the Fed's path forward after the committee voted to hold interest rates. As for Micron (MU), KG believes a high bar and supply concerns added pressure to what many consider stellar earnings and guidance....

Ben Bajarin takes investors through the gargantuan earnings and guidance beat from Micron (MU) — along with the headwinds lingering over the AI memory chipmaker. Supply and power constraints are the key headwinds facing the company, which Ben says will limit Micron's future upside. He talks about what makes Micron and peers like Western Digital (WDC) and SanDisk (SNDK) different from fabs like...

Micron (MU) posted a substantial earnings and sales beat in Wednesday's after-hour report, paired with guidance that blew Wall Street estimates out of the water. The stock barely moved. Sam Vadas, Kevin Green, and Alex Coffey take investors through the numbers and how they clear a sky-high bar. One metric hitting investor confidence: Micron's CapEx projections. ======== Schwab Network ====...

Michael Green believes the Fed decision is “disastrous,” ignoring the current energy crisis when the market needs stimulation. He accuses them of having “completely lost the plot,” saying they are not correctly counting business formation vs the gig economy. He thinks there should have been four rate cuts this year. The Fed is “empirically behind the curve,” he argues, based on the way that they g...

Reid I’Anson shares his takeaways from the FOMC rate decision and Fed Chair Powell’s press conference. He thinks it’s “interesting” that he continues to focus on goods inflation rather than commenting on the U.S./Iran conflict. He adds that the economic expectations the Fed released are somewhat confusing, but argues that a lot of it is “backward looking” because of recent events. Reid also covers...