Schwab Network

Akamai (AKAM) and Anthropic's $11.6 billion deal is something BofA expects to benefit AMD Inc. (AMD). Daine King Hall talks about the firm's price target hike from the analyst on expectations of strengthening CPU demand. On the downside, she notes HSBC's downgrade on Twilio (TWLO) and BofA's downgrade on Nike (NKE).

Art Hogan says the 10-year Treasury yield being above 5%, paired with elevated moves in other long-term yields, are "normal," it's just that "we're not use to it." He weighs how strength in the U.S. economy pushes his concerns back. Art adds that the narrowness of the tech and energy-led rally isn't concerning to him either, so long as the economy flexes strength. O...

Sam Stovall talks about the "limbo period" between earnings season markets are currently existing in, though it hasn't felt like it for some with the historic climb in Treasury yields. He talks about how it affects the Fed's interest rate outlook. As for what to expect next earnings season, Sam warns of a rising earnings bar, suggesting the mentality of "it doesn't get m...

Renewed hope for a U.S.-Iran peace deal is keeping crude oil pinned below $95 after the commodity tapped levels above the price Thursday. Kevin Hincks adds that the positive tone extends to the Trump-Xi summit that is continuing Friday, noting that several top company executives also had a chance to speak with China President Xi Jinping Thursday night. Though Treasury yields remain at historic hig...

BofA hiked its price target for AMD Inc. (AMD) after the chipmaker's stock already surged about 200% since the start of 2026. Rick Ducat highlights the stunning climb in shares and key levels to watch while offering an example options trade for AMD.

Drew Pettit of Roundhill Investments remain bullish on the AI trade due to its lasting growth runway. He remains constructive on the Mag 7 and argues that not all seven stocks have to work together at the same time to lift the market. Small caps is one pocket of Wall Street he sees gaining risk due to the heightening interest rate environment. On general market movers, Drew believes investors are...

Peter Andersen believes the AI trade offers headwinds, but also opportunities for companies across Wall Street. One corner of the market he sees with the biggest upside: cybersecurity. He names Palo Alto Networks (PANW) in particular as a leader in the space. When it comes to adding guardrails to AI, Peter does not believe AI is at the level of human thinking, disregarding immediate attention. How...

Crude oil has pulled back slightly ahead of Friday's trading session, but Treasury yields remain elevated near multi-decade highs. Kevin Green takes investors through the macro pressures creating lingering volatility for commodities and yields, along with the impacts they will have on equities as the S&P 500 (SPX) to hold a breakout from a bull flag pattern. KG then touches on the Trump-Xi...

The energy trade continues to face lingering pressures, and it's not just crude oil seeing the climb in prices. In the AI trade, an OpenAI data breach in Australia keeps digital safety concerns elevated. Sam Vadas and Marley Kayden talk about their top takeaways on Thursday's trading day.

Kenneth Wong of xETFs explains how his firm is keeping an eye on AI bottlenecks, especially in memory, pointing to South Korean companies SK Hynix and Samsung as the "heart" of the trade. That said, Kenneth says AI memory "is not a two-company story." He talks about how products from xETFs aim to give investors exposure to wide range of international "picks and shovels&quo...

Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about the company's Snapdragon Summit and ways new technology is changing the AI trade. New tech Qualcomm is unveiling includes the Snapdragon 8 and Elite Gen 6 smartphone chips just as the company renews its global patent license with Apple (AAPL). Agentic AI will drive a lot of Qualcomm's new tech, with Akash outlining how AI will e...

A "Force Majeure" citation by Oracle (ORCL) over its New Mexico data center, which will primarily be used by OpenAI, sent shares of the company sliding on Thursday's session. Cory Johnson says he was initially worried about the headline, noting that it adds pressure on the lenders behind the contract. That said, he makes the case this will be an unsung advantage for Oracle. Cory expl...

Yelena Shulyatyeva says the goal between the U.S. and Iran is clear: neither side wants to escalate the war between both countries further. It's also a key point of discussion between President Trump and China President Xi Jinping during their summit. Another key talking point between the two: the future of AI, which Yelena attributes as the biggest factor driving the U.S. economy. She talks a...

The crypto market is back at $3 trillion in combined total investments of assets, says Adam Lynch of Charles Schwab, who highlights the stunning rally in Bitcoin and Ethereum driving the new bull run. The legislative process behind the Clarity Act may also still be alive in 2026, as Adam points to headlines suggesting a resurgence in discussions. Bitcoin's price action making a "golden cr...

Cole Pearson, president of OneAscent, discusses the company's "values-based" approach to creating ETFs for clients. When talking with clients, Cole says most consider themselves long-term owners, adding an emphasis to OneAscent's value-centric approach. Cole outlines ETFs the company has made that takes a wide range of stocks in consideration, from U.S. large caps to internationa...

"Our view has not changed" on bullish AI memory expectations, says Lucas Downey of MoneyFlows.com. He explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar names continue to accelerate forward earnings momentum. Lucas likes SanDisk in particular due to the stock's current valuation, even after a stunning 600% rally over 2026. Chr...

Andrew Graham says the story for Meta Platforms (META) will be Muse AI, backed by the vast amount of downloads and monetization opportunities it presents. He compares the Mag 7 company's latest innovations to competing AI software and makes the case that Muse and Meta's new VR glasses offer a ramp for the company to capitalize on its massive social media footprint.

With Meta Connect in the rearview mirror, Steven Dickens offers his big takeaways from the event and what new Meta Platforms (META) tech means for the Mag 7 stock as it hits 52-week highs. He believes the company's Muse AI agent, along with the pocket-sized Muse Charm and VR glasses, will embed AI directly with people's day-to-day lives. That infusion is what Steven sees giving Meta a deep...

LikeFolio's data points to Costco (COST) being in "exactly the right position" in the big box retailer trade. Andy Swan shows that Costco's year-over-year demand has risen 17% over the previous 90-day period. That, combined with the stock price decline, is something Andy sees as a favorable trading set-up into earnings. Two tentative sticking points he sees hitting the stock: gui...

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Oracle (ORCL) shares are sliding back toward 52-week lows after it sent a "force majeure" notice to the developer behind Project Jupiter. Reports suggest the company is trying to shield itself from accumulating expenses on the data center, which is part of key infrastructure for OpenAI. Kevin Hincks and Tom White...

Bitcoin and Ethereum have both climbed roughly 10% over the last five trading sessions, something @CharlesSchwab's Adam Lynch calls "impressive" following the Fed's interest rate hike and failed Clarity Act vote. However, a strong boost in leverage leads Adam to issue some caution for crypto traders. He then addresses the fallout in D.C. since the Senate failed to each enough vot...

Mizuho's Nick Setyan believes Darden Restaurants (DRI) did a good job at justifying weakness the company's earnings showed. Now, it needs to outline a clear path for guidance. Nick points out that casual dining trends remain strong, but QSR categories are weakening. Michelle Korsmo of the National Restaurant Association sees greater confidence long-term due to a steady climb in restaurant...

Jake Hanley says a U.S. diesel export ban is a "really bad idea." He points to diesel transportation as the crux to his argument, saying "we are not built for this" and will accelerate inflation instead of capping it. Neither the U.S.-Iran war nor Russia-Ukraine are showing signs of cooling down, something Jake sees as a significant headwind to the energy trade.

Jason Brown (@brownreport) turns to stocks that are the faces of the restaurant, financial, and consumer staples industries. He expresses concerns in McDonald's (MCD) core fundamentals following the company's investor day and subsequent selloff, expects CapitalOne (COF) to see pressure from consumers pulling back on borrowing, and Procter & Gamble (PG) as an investing fortress amid all...

Underneath the surface of the S&P 500 (SPX) and Nasdaq-100 (NDX) strength, there's a lot of weakness, says @OptionsPlay's Tony Zhang. He explains why the lasting rally across Treasury yields adds to warning signals in equities. That said, Tony points to trading opportunities in stocks and ETFs tied to the yield volatility. He offers example options trades for the Invesco U.S. Dollar In...