Schwab Network

Jenna Stauffer sees signs of stabilization in real estate and expects a “gradual climb” out of the slump this year. Mortgage rates are down vs last year and she sees more signs of affordability as wage growth outpaces price growth. “We need to see momentum this year,” she stresses, noting that the housing market drives around 16% of the U.S. economy. Jenna looks at potential wrenches and worries i...

Matt Dolgin and Kenneth Suh cover the latest on the Warner Bros. Discovery (WBD) saga as Paramount Skydance (PSKY) emerges with the winning bid. Matt thinks this is great for Paramount, arguing its business needs a “shot in the arm.” He adds that consumers will benefit from having more content with less subscriptions. Kenneth points to the gains for advertising and data, noting they gain Oracle (O...

Volatility has tapered off throughout Tuesday's trading session, and Prosper Trading Academy's Charles Moon sees strong potential in corners of the market as the VIX ticks lower. He offers example options trades for Figure Technology (FIGR), Nextpower (NXT), and United Airlines (UAL). Rick Ducat adds color to the stock moves with a look into technical trends in the charts. ======== Schwab...

Jim Iuorio says oil was his number one bullish trade for 2026, but the conflict with Iran has “thrown a huge wrench into it” and created a short squeeze. He notes that as crude moved higher, inflation expectations “followed it in lockstep,” adding to expectations of Fed rate cuts. He doesn’t subscribe to notions of stagflation, though – he argues that high oil prices can actually be disinflationar...

Steven Dickens sets the stage for Oracle's (ORCL) earnings after the close Tuesday. He's most focused on the company's AI infrastructure prospects and how it can capitalize on a massive order backlog. When it comes to Oracle's cloud business, he makes the case it can establish itself alongside Mag 7 peers like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN). Tom White offers...

Morgan Stanley sees CrowdStrike (CRWD) as best in class for cybersecurity. Marley Kayden takes investors through the firm's upgrade and price target for CrowdStrike and how it reflects against the broader software space. Tim Biggam offers an example options trade for the cybersecurity company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo...

Anisha Goodly is paying close attention to headlines around the Iran conflict to model how it will affect fixed income markets. “Energy importers are being hurt more than energy exporters,” she notes, and discusses the opportunities this creates. She adds that geopolitical conflict shocks tend to be short for markets. Global rate cuts are being priced out, and England is even pricing in a hike, sh...

Following a "stunning reversal" from Monday's market action, Charles Schwab's Nate Peterson and Mike Townsend join Sam Vadas to dissect the economic ripple effects of the ongoing situation in Iran. Nate says it's difficult to put a duration timeframe on current market volatility. Meanwhile, Mike provides his insights from Washington D.C. echoing the different short-term versu...

Nikolas Tsakos, CEO and founder of Tsakos Energy Navigation (TEN), talks about how his company is maneuvering mass disruptions in the Strait of Hormuz as the U.S.-Iran War continues. He talks about ways the company communicates with clients amid the disruption and alternatives Tsakos is weighing, including alternate shipping routes. Nikolas also touches on his company's latest earnings and gui...

Kohl's (KSS) experienced see-sawing price action following a better-than-expected earnings report. However, Diane notes the company continues to face long-term headwinds as year-over-year revenue falls. Qualcomm (QCOM) moved lower after BofA downgraded the stock while CrowdStrike (CRWD) gained on a Morgan Stanley upgrade. ======== Schwab Network ======== Empowering every investor and trader, e...

Don Nesbitt covers the energy trade and the AI trade. “AI is still going to be a major influence on markets,” he says, especially around productivity. He thinks the market is focusing on the negative side of both trades. He sees an opportunity to buy in Microsoft (MSFT), arguing a lot of software stocks are oversold. Don argues that the market should focus on earnings over potential rate cuts and...

"When the price of oil and gas goes up, the price of everything else tends to rise," says Stephen Moore. He joins Morning Movers to discuss the economic toll of rising energy costs and what it means for the U.S. consumer. He is monitoring the "gyrations" occurring in volatile swings of crude oil prices with every geopolitical headline emanating out of the Iran conflict. Stephen...

Ben McMillan says there's "two sides of the coin" to crude oil's recent volatility. He underlines the key players in the Iran conflict looking for an offramp within the next few weeks to avoid any supply disruption globally. Ben adds thoughts on the challenges to a declinging country actually blocking the Strait of Hormuz. Domestically, Ben turns his attention to the labor market...

Futures dipped Tuesday morning alongside crude oil following a sharp reversal of price action in the final hour of Monday's trading session. Jenny Horne explains what investors should brace for when it comes to Tuesday's moves. She later notes earnings movers in HP Enterprise (HPE) and Kohl's (KSS) mixed results. Jenny notes TSMC's (TSM) continuing AI strength despite losing 20% in...

Intuit (INTU) shares saw a pop over the past couple weeks, though when you zoom out to the one-year chart it's not as bullish as it seems. Charles Schwab's Brett Crowther says there's still plenty of room backed by technicals for Intuit to stage a rebound. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Oil prices are volatile as Middle East tensions rattle WTI. Ben Cook joins Sam Vadas and Alex Coffey to assess Iran-related supply risks, noting prices could fall back to $65–$75 if tensions ease, while sustained spikes would pressure airlines and travel stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - http...

A volatile start to the trading week began with crude oil above $100 before ending the session below $90. Alex Coffey and Sam Vadas explain what happened and why it's a stunning reversal for investors. They also talk about the surge in AI chipmaker stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Mitchell Caplan, former CEO of E-Trade, discusses creating access to private markets for retail investors, and why they may be a good diversification option. Mitchell thinks these investments are more suited for the longer term. He explains how democratizing access has been central to his career, and the importance of investor education. He also covers risks around private markets. ======== Schwab...

“Trump is deeply concerned about the oil price,” David Woo says, and argues the Iranians see it as his biggest vulnerability as well. He thinks they will hold out believing Trump can’t sustain the situation for more than three weeks. The current oil prices are “not sustainable,” he says, with prices either moving lower or rocketing up to $150. David examines how crowded trades have been unwinding...

Just after President Trump declared the Iranian War "pretty much" over, Nigam Arora explains the next steps for markets and how his firm prepared for a move like the one markets experienced Monday. "Be a little bit cautious," says Nigam, adding that he still holds cash and hedges in anticipation of another volatile move. There are other shocks to the market to watch for too, fr...

Kim Arthur surveys the continued market rotation into “asset-heavy” sectors like materials, industrials, and energy. However, these sectors have less weighting in the S&P 500, possibly creating a more “muted” move. He thinks the S&P can end up between 6,500 – 7,500 for the full year. After the U.S./Iran conflict ends, which Kim thinks will be soon, he anticipates that the market will bounc...

John Blank says the “real salient event” around oil will be in six months when producers of oil-based products have a supply shock. In fact, he thinks prices could even hit $150-$200/barrel over the next 6-12 months. TSMC (TSM) is “number one” on his list right now, saying you have to buy while “the wall of worry is rising.” He also likes Seagate (STX), and Nvidia (NVDA) if it sees a pullback. He...

The February 2026 STAX report was "bucking the trend" of markets with bullish sentiment in Charles Schwab traders compared to a more bearish Wall Street. Joe Mazzola says clients bought Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN) and other Big Tech stocks on pullbacks while other investors ran away from them. Similarly, Schwab investors sold energy while others bought. Joe points to t...

Chris Anthony, CEO of Aptera Motors (SEV), joins to discuss the company. Aptera is a solar electric vehicle maker, aiming to create an electric two-seat three-wheel car. Last week, it drove the first vehicle off its validation assembly line. “Aptera’s really trying to design the most efficient” vehicles, he explains, even if they look unusual. “We have over $2B in reservations for the vehicle,” mo...

GasBuddy's Patrick DeHaan says it's not just tensions in the Middle East Americans will need to watch when it comes to gas prices. He points to seasonal trends adding onto supply woes but calls Monday's tapering off of crude oil prices a "glimmer of hope." Adrian Helfert talks more about the timeline he expects to see in gas price volatility, which he anticipates to last for...