Schwab Network

Chris Clarke examines long-term inflation trends and the potential impact of rising treasury yields and interest rates on economic growth. He explains why investors should closely monitor the bond market as higher rates could create new challenges for stocks and the broader economy. Clarke also shares advice for students entering the workforce, highlighting how AI is reshaping career opportunities...

LikeFolio's Andy Swan previews Home Depot's (HD) earnings report, highlighting a 16% year-over-year increase in consumer demand. He argues accelerating demand and market share gains versus Lowe's (LOW) support a bullish outlook for the home improvement sector. Swan also points to the $1.2 trillion home repair market and potential upside as interest rates begin to decline. ======== Schw...

Nvidia (NVDA) is expected to nearly double last year's revenue in next week's earnings. Adam Coons expects investors to focus on ways the Mag 7 giant will continue its explosive growth. "Pay attention to the chip manufacturers" designing the company's new chips as well, says Adam, especially as demand ramps. Joseph DeYonker says Nvidia stock "still looks remarkably cheap...

David McAlvany believes the outlook for crude oil remains highly volatile as the U.S.-Iran war shows no sign of easing as of Monday's trading session. He makes the case why prices can consolidate between $90 and $110 in the near future. David offers his advice on how investors can navigate the lasting volatility in the energy space. ======== Schwab Network ======== Empowering every investor an...

Monday's Big 3 is focused on the commodity space, as Dan Russo turns to three products he sees holding potential in the coming weeks and months. He walks investors through his key takeaways on the iShares S&P GSCI Commodity-Indexed Trust ETF (GSG), the Sprott Physical Gold Trust ETF (PHYS), and the VanEck Gold Miners ETF (GDX). Rick Ducat highlights the support and resistance areas to watc...

Tim Nyland offers his bearish and bullish thoughts for the back half of 2026 on expectations that the Fed will hold interest rates. He considers the broadening price action across Wall Street healthy for stocks long-term as investors reconsider previous views on AI CapEx. Tim sees the Mag 7 as "very, very likely" to regain momentum in the coming months, especially Microsoft (MSFT) and Te...

Eric Clark previews Home Depot's (HD) upcoming earnings report as the company looks to improve on its recent underperformance versus Lowe's (LOW) and the broader market. He examines the impact of housing market challenges and key drivers to watch in the quarter. Tom White looks at a bullish options strategy for investors looking to capitalize on a potential post-earnings move. ======== Sch...

OpenAI is moving away from relying on third parties like Microsoft (MSFT) and Oracle (ORCL) and stepping up to become its own frontrunner in the AI compute race, says Marley Kayden. She outlines how the ChatGPT maker is getting help from Nvidia (NVDA) as it seeks to open a 10 gigawatt data center in Ohio. Prosper Trading Academy's Charles Moon offers an example options trade for the Mag 7 stoc...

Charles Schwab's Collin Martin says rising crude oil prices are "one part of the puzzle" behind the uptick in yields, though he believes other factors are at play. Despite elevated fixed income pricing, he sees the U.S. economy as resilient in the face of benign inflation data. However, Collin sees pressures from foreign investors, especially in Japan. When it comes to the Fed, Colli...

Milissa Hutchinson discusses why the AI investment theme remains a powerful market driver while highlighting opportunities beyond the Mag 7 and U.S. equities. She points to small-cap stocks as attractive beneficiaries of the AI innovation cycle and explains why current bond yields, particularly in municipal bonds, offer compelling income opportunities for investors. ======== Schwab Network =======...

Larry Werther examines the latest retail sales and inflation data and explains why he expects the Fed to hold steady in September. He discusses the resilience of the U.S. consumer, the impact of AI-driven business investment, and what current market valuations signal for the broader economy, including insights on Target (TGT) and Walmart (WMT). ======== Schwab Network ======== Empowering every inv...

George Schultze discusses a choppy market environment and explains why he favors individual stock selection over broad market exposure. He shares a bullish outlook on energy producers, argues the Mag 7 are overvalued, and highlights Bayer as an undervalued opportunity with significant upside potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

It's a mixed picture to kick off a new trading week. Sam Vadas highlights softness in the software space that includes a downgrade in Workday (WDAY). However, Okta (OKTA) was tapped with an upgrade. On the international front, Sam talks about Alibaba (BABA) and how its Qwen AI models have been downloaded 3 billion times, which is more than Meta Platforms (META) and Alphabet (GOOGL). ======== S...

The official memorandum of understanding expires today between the U.S. and Iran, though as Kevin Hincks points out, it never mattered that much to begin with. He tells investors to keep an eye on crude oil prices as tensions appear to be on the rise once again. In equities, Kevin is watching earnings in big box retail like Walmart (WMT) and Target (TGT) among as a gauge for consumer strength. ===...

Fabrinet (FN) will report earnings after Monday's close as shares rebound from a recent plunge in stock price. Rick Ducat talks about the company's ties to optics and photonics that helped generate more interest in the company before highlighting key support and resistance areas in the chart. He turns to an example options trade for Fabrinet. ======== Schwab Network ======== Empowering eve...

Max Baecker says the crisis behind gold's sluggish price action is not because of gold itself but instead the U.S. debt situation. He offers his key reasons backing the bull case, from central bank buying to an ever-evolving Fed structure and lasting geopolitical uncertainty. Max also makes the distinction between gold and silver when it comes to AI as gold enters the "first or second inn...

The AI growth story remain intact but the other sectors of the economy need to catch up, says Garrett Melson. He points to corners of Wall Street he says have not seen as much growth as he expects. On the health of the consumer, he sees new headwinds from inflation and the job market creating new downside risks. Garrett brings the discussion full circle to AI and explains why he doesn't see Ca...

CrowdStrike (CRWD) have consistently pushed higher throughout the last three months, with Charles Schwab's Kevin Horner highlighting key areas where resistance became new support. "Bulls are very enthused" with what they see though moment appears to wane, says Kevin. He turns to the one-year chart to show how bulls are struggling to maintain current levels. ======== Schwab Network ==...

This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an...

This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also t...

It was a dominant week for tech as SanDisk (SNDK) closed as the S&P 500's (SPX) best performer, with Super Micro (SMCI) not far behind after its earnings. Tapestry (TPR), however, became one of the week's worst stocks. Marley Kayden helps investors close out a headline-packed trading week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Friday's new round of economic data disappointed on the macro front, though tech earnings throughout the week from companies like CoreWeave (CRWV), Nebius (NBIS), Super Micro (SMCI), and Lumentum (LITE) added equity muscle. Marley Kayden and Sam Vadas take investors through Friday's top takeaways. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Thomas Martin discusses the staying power of the AI trade and highlights Palantir (PLTR) as a company moving from AI experimentation to real-world adoption. He also examines the growth potential of Sphere Entertainment (SPHR) and the steady execution story at U.S. Foods (USFD), while emphasizing the importance of diversification in today’s market environment. ======== Schwab Network ======== Empow...

Ara Kharazian examines how U.S. businesses are adopting AI, noting that while AI usage is widespread, spending remains concentrated among a relatively small group of companies. He also discusses the growing appeal of open-source and Chinese AI models, and highlights how leading firms are focusing on productivity-enhancing applications that generate measurable returns on investment. ======== Schwab...

As international markets curb back on single-stock leveraged ETFs, Direxion's Global ETF Strategist Bilal Little talks about how his firm is boosting exposure for stocks like SpaceX (SPCX). He talks about the firm's new Daily SpaceX Bear 2x ETF (LOFD) and ways investors can use it while cautioning of risks that come with the product. Bilal also highlights similar ETFs tied to Tesla (TSLA). =======...