Schwab Network

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). =======...

Hitha Herzog explains why July's retail sales miss does not signal a major slowdown in consumer spending. She points to the timing of Amazon's (AMZN) Prime Day and spending data from Block's (XYZ) Cash App and Afterpay, showing consumers remain active but are prioritizing essentials such as groceries, utilities and dining. She also discusses what retailers should consider as they prepa...

Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) record close and highlights the key technical levels traders should watch for signs of either a pullback or continued upside. He also examines the bullish chart setups in Oscar Health (OSCR) and Chevron (CVX), outlining breakout patterns and potential upside targets for both stocks. ======== Schwab Network ======== Empowerin...

Henry Greene of KraneShares discusses the KSTR ETF, which provides exposure to China’s technology and semiconductor sectors through innovative companies listed on the STAR Market. He also introduces the firm's new LUMA ETF, explaining how photonics and optical communications technology could help solve the data bottlenecks created by growing artificial intelligence demand. ======== Schwab Netw...

Morningstar Wealth’s David Swartz breaks down why July retail sales slowed from June, pointing to Amazon (AMZN) Prime Day timing, tourism shifts and higher gas prices. He also examines how tariffs may be affecting retailer inventory decisions and explains why elevated energy costs could pose a bigger long-term threat to consumers than additional Fed rate hikes. ======== Schwab Network ======== Emp...

Scott Martin addresses reports that private equity firm Silver Lake seeks to acquire Workday (WDAY), a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere." Scott dives further into Workday and the software trade, naming Salesforce (CRM) and Adobe (ADBE) a...

Ben Emons believes Applied Materials (AMAT) remains strong in the AI trade despite Friday's post-earnings sell-off. However, China revenue shows some weakness, and Ben is keeping an eye on how that will affect demand for the company's products. Supply constraints also pose a challenge to future earnings strength. ======== Schwab Network ======== Empowering every investor and trader, every...

Megan Brantley of LikeFolio calls her firm's data on Alphabet's (GOOGL) Google Cloud "the most interesting" of the Mag 7 giant's businesses. The 30-day moving average of demand has fallen slightly while Microsoft (MSFT) Azure and Amazon (AMZN) AWS both grew significantly more. That said, Megan points to Alphabet's "tremendous user base" across its business arms...

Logan Gilland and Stephen Sopko discuss why Applied Materials (AMAT) shares fell despite an earnings beat. They examine weaker China sales, concerns around forward gross margins, and growing costs tied to servicing older equipment. The pair also explain why wafer fab equipment companies like Applied Materials remain key indicators for the broader semiconductor industry. ======== Schwab Network ===...

Software is the name of the game for Tim Bohen's Big 3 picks. With Palantir (PLTR), he believes the software giant continues to deliver on top-tier AI development and sales. Tim also sees strength in cybersecurity, pointing out CrowdStrike (CRWD) and Cloudflare (NET) as favorites. Rick Ducat takes investors through the key levels to watch in all three stock charts. ======== Schwab Network ====...

Midera (MFP) CEO Mark Salman discusses the company’s first earnings report since spinning off from The Middleby Corporation (MIDD). He highlights a record $446 million backlog and a 16% increase in orders, driven by global demand for food security, automation, and technologies that help food processors improve margins. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Andrew Arons sees a strong second half of 2026, pointing to stocks and economic data heading into the right direction despite mixed reaction to some earnings. However, he notes previous selling action in Microsoft (MSFT) that has since reversed as a reason to follow earnings, not stock reaction. Andrew addresses his top stock picks for the coming months like Oracle (ORCL), Marvell (MRVL), and Redd...

Tesla (TSLA) remains a dominant player in the EV industry, argues Ben Rose, pointing to growing traction in Europe and China despite the U.S. rescinding tax credits. An area of concern he sees: margin compression, especially in the energy storage business. Ben believes the Mag 7 company still has lots of opportunity through its robotaxi autonomous driving vehicle and Optimus robotics businesses. T...

Gene Goldman explains why investors should remain cautious despite the S&P 500 (SPX) reaching record highs. He discusses valuations, market breadth, AI opportunities, and what to watch in the upcoming Fed minutes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

The AI trade got another green flag from Applied Materials (AMAT) after the company beat earnings and raised current quarter EPS guidance. The stock still sold off on Friday. Marley Kayden takes investors through the key metrics in the earnings and what it signals for the greater AI industry. Dan Deming offers an example options trade for Applied Materials. ======== Schwab Network ======== Empower...

Charles Schwab's Joe Mazzola addresses the slight downturn in July retail sales and what the weakness means for the economy. With hedging at significant lows, Joe says investors are confident in the current market environment but warns of tailwinds "dissipating pretty quickly." Cooper Howard adds more color to the Big Picture by talking about the "hall of mirrors" facing fi...

Home Depot (HD) reports earnings Tuesday next week as the stock sees a strong consolidation over recent months. Rick Ducat shows how shares are inching toward a key level that he sees leading to a substantial breakout or breakdown of the stock. He then turns to an example options trade for Home Depot. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options...

Analyst upgrades and downgrades are behind some of the biggest morning movers kicking off the final trading session of the week. Jenny Horne explains why HSBC downgraded Cisco (CSCO) after earnings. On the other side of the Street, Bernstein issued an upgrade for Wayfair (W) while Wells Fargo and JPMorgan upgraded Fox (FOXA). ======== Schwab Network ======== Empowering every investor and trader, e...

Lisa Martin believes the next phase of the AI trade will be about "control" and cybersecurity as trust in the technology slides in the U.S. She explains how AI agents introduce a paradox in an "agent versus agent" environment as cybersecurity stocks like Palo Alto Networks (PAWN) and CrowdStrike (CRWD) climb. Lisa addresses comments made by OpenAI CEO Sam Altman on new cybersec...

Marc Dizard, CIO at Huntington Bank, shares his bullish outlook for the second half of the year, citing strong earnings, a healthy consumer, and growing AI adoption. He also discusses inflation, Fed expectations, and portfolio holdings including Vertiv (VRT), ServiceNow (NOW), CrowdStrike (CRWD), Intel (INTC), Target (TGT), Coca-Cola (KO), and Clorox (CLX). ======== Schwab Network ======== Empower...

While July 2026 retail sales have fallen, Kevin Hincks notes that the metrics are still up overall year-over-year. Walmart (WMT), Target (TGT), Home Depot (HD) and related earnings next week are what he sees serving as important catalysts for the retail space. Kevin turns to other macro movers as he says the U.S. is starting to play the "long game" with Iran by strangling its economy as...

The slight downtick in July retail sales is something Eric Brackman didn't expect to see. He expresses concerns on how it could be the start of consumers becoming more selective with purchases as the overhang of inflation pressures spending. Eric explains the impacts he expects to see in consumer spending and how AI plays a role in the outlook. ======== Schwab Network ======== Empowering every...

Kyle Reidhead offers his insight into Nvidia's (NVDA) $500 billion AI infrastructure funding push that involves six key financial firms. GPUs having a longer life than many expected is something he sees adding value to this push. It's not just Nvidia benefitting, either, with Kyle explaining how hyperscalers and energy companies can see substantial profits. ======== Schwab Network ========...

Wayfair (W) is pulling back after nearly tapping 52-week highs just a few session prior. Kevin Horner of Charles Schwab still sees room for bulls to make a run in the stock. He explains why traders need to keep an eye on the $120 level as the stock battles to regain bullish momentum. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...