Schwab Network

Calamos Investments' Matt Kaufman discusses the Calamos Active Hedged Equity ETF (CHDG) and its active approach to managing market volatility. He explains why advisors are increasingly looking beyond the traditional 60/40 portfolio. Kaufman also highlights the Calamos Autocallable Growth ETF (CAGE) and the firm's Bitcoin ETF offerings. ======== Schwab Network ======== Empowering every inve...

Amanda O'Neill and John Blank break down Home Depot's (HD) earnings, highlighting stronger-than-expected comparable sales driven largely by pricing rather than an increase in big-ticket purchases. They discuss what the results say about today's more selective consumer, the challenges posed by a weak housing market, and the potential read-through for Lowe's (LOW). The pair also exam...

Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologi...

Jeffrey Klingelhofer examines the latest economic data, arguing that the U.S. consumer remains resilient despite signs of slowing activity. He discusses how spending habits are diverging across income groups, with lower-income consumers becoming more selective. Klingelhofer also explains why strong nominal GDP growth could keep inflation pressures elevated and leave the Fed with more work to do. =...

Earnings Scout CEO Nick Raich previews Target’s (TGT) upcoming earnings report and discusses what it could reveal about consumer spending trends. He highlights strong earnings growth across the S&P 500 (SPX), led by technology and consumer discretionary stocks, while warning that slowing estimate revisions could create challenges for the market. Raich also examines the impact of the AI boom an...

Target (TGT) has surged 56% this year as consumer demand and same-store sales continue to improve. LikeFolio’s Andy Swan discusses the retailer’s turnaround, stronger traffic trends, and renewed focus on its core business. He explains why upcoming earnings and management’s outlook for customer engagement and the holiday season will be key for investors. ======== Schwab Network ======== Empowering...

Bryce Deeney and David Trainer discuss Klarna's (KLAR) sharp post-earnings decline despite a quarterly beat. They examine the impact of weak guidance, executive departures, and challenges facing the company's buy now, pay later business model. The pair also discuss slowing user growth and the increasing commoditization of financial transactions. ======== Schwab Network ======== Empowering...

Prenetics (PRE) CEO Danny Yeung discusses the rapid growth of the company's I Am Biome brand, which posted 288% year-over-year revenue growth in the second quarter. He highlights the brand's global reach, direct-to-consumer model, and partnerships with athletes including Aryna Sabalenka and David Beckham. Yeung also outlines plans to expand the product lineup and grow revenue to more than...

Prosper Trading Academy's Charles Moon discusses why he remains bullish despite a volatile, headline-driven market. He highlights growth opportunities in SpaceX (SPCX) and maintains a positive long-term outlook on CoreWeave (CRWV) following its recent pullback. He also looks at Circle (CRCL). Rick Ducat then breaks down the key support and resistance levels for the stocks. ======== Schwab Netw...

Mill Street Research's Sam Burns discusses why his firm's equity risk model remains neutral despite the S&P 500's (SPX) record highs. He points to slowing momentum in tech stocks, shifting market leadership, and risks tied to Fed expectations. Burns also shares his views on Super Micro (SMCI), Strategy (MSTR), and Tesla (TSLA). ======== Schwab Network ======== Empowering every inve...

Alex Barron previews Toll Brothers (TOL) earnings and explains why the luxury homebuilder could beat revenue expectations while falling short on earnings. He discusses consumer caution, the company's shift toward spec homes, and why Toll Brothers is better insulated than rivals such as D.R. Horton (DHI) and Lennar (LEN). Tom White then outlines an iron condor options strategy ahead of the repo...

Home Depot (HD) posted an earnings beat Tuesday morning and reaffirmed is fiscal 2026 guidance. Shares didn't move much on the report as investors remain skeptical on the direction of the greater housing market. Marley Kayden takes investors through the key metrics of the report that build on both headwinds and tailwinds in the space. Tim Biggam offers an example options trade for Home Depot&#...

Charles Schwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits. Kevin Gordon focuses on the U.S. and its "creep higher" in yields as geopolitical and Fed uncertainty grow. How...

Josh Jamner discusses the market outlook as volatility remains subdued and AI continues to drive investor optimism. He explains why market leadership could broaden beyond the Mag 7 and highlights opportunities in industrials, consumer staples, and consumer discretionary stocks. Jamner also says second-half earnings and moderating consumer spending will be key themes to watch. ======== Schwab Netwo...

"We're kinda confused on where the Fed is," says Jay Woods, who points to still-volatile price action in crude oil as something he's keeping a close eye on as Kevin Warsh readies to speak at Jackson Hole. He sees Nvidia (NVDA) and an unexpected announcement from the Mag 7 firm as a likely bullish catalyst ahead for markets. As far as other earnings go, Jay tells investors to watc...

Jenny Lenz discusses the growing divide in the housing market as wealthy buyers benefit from record stock market gains while affordability remains a challenge for many Americans. She highlights Berkshire Hathaway's (BRK/B) investments in homebuilders including Taylor Morrison and Lennar (LEN), and explains why rental prices continue to climb. Lenz also examines the obstacles facing first-time...

Klarna (KLAR) beat on the top and bottom line but the stock still plunged at Tuesday's opening bell after the company cut its outlook. Sam Vadas talks about the strong downside move moments after the opening bell. Baidu (BIDU) opened just above 52-week lows after the company posted a double miss on its earnings. Sam turns beyond tech to Norwegian Cruise Line (NCLH) after Mizuho downgraded the...

Raj Patel discusses the risks that rising bond yields could pose to stocks. He explains why he expects the Fed to remain on hold and highlights AI spending as a key driver for technology and the broader market. Patel also argues that recent consumer weakness reflects a temporary soft patch, not a major slowdown. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Harsh rhetoric between the U.S and Iran, plus a mixed picture on housing from Home Depot (HD) earnings and housing starts and permits, leave investors on unsteady footing Tuesday, says Kevin Hincks. He warns to keep an eye on headlines and brace for a "tone change" surrounding the Strait of Hormuz. In equities, Meta Platforms (META) faces a crucial trial over child safety concerns tied t...

Home Depot (HD) isn't the only company tied to the housing market reporting earnings Tuesday. Toll Brothers (TOL) will add commentary to a struggling sector and K-shaped economy after the closing bell. Rick Ducat points out that the stock is outperforming its sector but still underperforming the S&P 500 (SPX), highlighting key support and resistance areas to watch on the chart. He turns to...

Kevin Roberts of CarGurus addresses the affordability challenges car buyers are facing in the auto market. He says the average vehicle price in July was $51,000 and rising, with cheaper cars getting "harder to find." Despite the uptick in price, Kevin points out that new vehicle sales are down and leasing is on the rise, something that can buoy costs as more used cars enter the market. T...

Norwegian Cruise Line (NCLH) has sailed in a consolidation pattern that recently showed bearish price action. Charles Schwab's Kevin Horner takes the wheel and shares why he believes the consolidation is breaking and concerns the stock can fall further after it was hit with a downgrade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Chipmakers from Nvidia (NVDA) to Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. Tom White gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war. Home Depot (HD) earnings added to uncertainty in the housing market as the company addresses clear headwinds. Tom turns to a Wall St...

Nvidia (NVDA) is investing $1.5 billion into SB Energy to help power an OpenAI data center. Micron (MU) shares climb back above $1,000. Berkshire Hathaway (BRK/B) exits its position in Constellation Brands (STZ). Marley Kayden carries investors through the top stories of Monday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Qwen isn't the only headline behind Alibaba (BABA) Monday — the Chinese tech firm also announced it will sell its gaming unit. Elsewhere in tech, social media is going through a "big tobacco moment." Sam Vadas and Marley Kayden turn to their top takeaways on the first trading session of the week. ======== Schwab Network ======== Empowering every investor and trader, every market day....