Schwab Network

Looking ahead to Wednesday's CPI, Liz Ann Sonders of Charles Schwab walks investors through her expectations of headline numbers and how they will "move the needle" on the Fed's interest rate outlook. When it comes to earnings, she warns of traders "sniffing out" weakness and punishing stocks that don't meet a bar constantly being raised. Michelle Gibley gives inves...

Asbury Research's John Kosar examines the S&P 500's (SPX) breakout, citing short covering and strong market internals as key drivers. He discusses dramatic sector rotation favoring financials, technology, and industrials, while explaining why the 7,621 level is critical for the index's push toward 8,000 and why the Nasdaq-100's (NDX) relative weakness bears watching. ======== S...

Ted Weisberg returns to the NYSE set to talk about ways he is navigating a "difficult" market environment. He suggests investors find "ways to take advantage of volatility," naming stocks like Intercontinental Exchange (ICE) and Virtu Financial (VIRT) as his favorite volatile stocks to watch. Ted turns to the big pharma space and talks about why he likes "value" stock...

Hims & Hers (HIMS) shares struggled to find their footing after the company posted a quarterly loss despite seeing revenue and guidance rise. Sam Vadas discusses the earnings and the price action following the report. She also talks about Rocket Lab's (RKLB) report and Riot Platforms (RIOT) signing a $9.1 billion data center deal with Anthropic. ======== Schwab Network ======== Empowering...

Eric Beiley highlights strong S&P 500 (SPX) earnings, with 85% of companies beating estimates, while warning that inflation remains a key risk for investors. He discusses opportunities in Micron (MU) and Nvidia's (NVDA) growing AI ecosystem, and shares why Chubb (CB) and Parker-Hannifin (PH) are attractive long-term investments. ======== Schwab Network ======== Empowering every investor an...

"Two different stories" are clashing on the crude oil front, says Kevin Hincks, who points to headlines keeping price action unchanged to start the trading day. However, other macro indicators suggest a "favorable" trading environment, noting Nvidia's (NVDA) premarket rally as one that can reenergize Wall Street. Kevin also discusses the Mag 7 company's $500 billion pus...

Super Micro (SMCI) faces significant pressure from Tuesday's earnings after preliminary results sent shares tumbling. Rick Ducat highlights key support and resistance areas to watch following the report and notes that strong volatility can "rewrite the story" for the stock. He then turns to an example options trade for Super Micro. ======== Schwab Network ======== Empowering every in...

Meta Platforms (META) announcing Muse Glimmer and making other AI models publicly available is good for the broad ecosystem, says James Czerniawski. He believes the move will "compress" the needs of AI and give Meta an edge with accessibility. James adds that it will add competitive pressures to other AI compute companies, so long as the product wows consumers. The Mag 7 giant also needs...

Brett Ewing talks about the path ahead he sees for a Fed still struggling to balance inflation and jobs data. As far as equities go, he suggests investors follow the money from hyperscalers and find hidden opportunities in the AI buildout, from energy to construction firms. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Airbnb (ABNB) shares woke up following the company's recent earnings by leaping to four-year highs. Kevin Horner with Charles Schwab believes the stock has potential to set strong short-term support at current levels. That said, he urges investors to watch the gap that formed from the earnings rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all...

Apple (AAPL) sold off Monday after getting a downgrade from Jefferies. TSMC (TSM) revenues climbed nearly 45% since one year prior. NetApp (NTAP) tapped a new all-time high after Morgan Stanley upgraded the stock. Marley Kayden discusses the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

While markets started the week on a red session, SpaceX (SPCX) rallied and closed above its $135 IPO stock price for the first time in nearly a month. Rare earths also shined on the trading day. Marley Kayden and Sam Vadas take investors through their top takeaways for Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Chris Wang highlights Palantir’s (PLTR) AI-driven momentum, pointing to real-world efficiency gains that are fueling investor enthusiasm. He also discusses Warby Parker’s (WRBY) store expansion and Alphabet (GOOGL) partnership, along with Chewy’s (CHWY) recurring revenue model and margin growth opportunities through veterinary services. ======== Schwab Network ======== Empowering every investor an...

Keyvan Mohajer, CEO of SoundHound AI (SOUN), discusses his company's recent earnings which have grown ten times since the IPO four years ago. One factor he sees driving future growth: the company's OASYS platform, which he calls "decades in the making." Keyvan goes further into his expectations for the company by outlining recent acquisitions and partnerships. ======== Schwab Net...

Micron (MU) has been at the center of discussions on whether AI earnings growth is secular or cyclical. Nigam Arora offers his takeaways on that question to investors, explaining how memory supply pressures and AI models play a role in shaking up the guidance picture. He also adds color to the picture on the recent tech correction to help investors brace for another tentative shake-up. ======== Sc...

Simpro CEO Fred Voccola discusses how AI is transforming the workforce, creating new opportunities even as it automates some roles. He argues that AI acts as a digital colleague that enhances critical thinking and highlights the growing demand for skilled trades in an increasingly AI-driven economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Charles Schwab's Rachel Dashiell says the S&P 500 (SPX) may be due for a period of consolidation despite reaching fresh record highs. She highlights bullish technical setups in Exxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY), APA Corp. (APA), and ConocoPhillips (COP), while also pointing to improving momentum in silver miners including First Majestic Silver (AG). ======== Schw...

Dave Popple, PhD, founder and managing director of Psynet Group, dives into the psychology driving the Fed, how new leadership is impacting FOMC messaging and why the market craves a “clean answer” from the Fed chair and economic data points. Dave also explains the “self states” that govern human decision making and the psychology behind groups coming to a consensus. ======== Schwab Network ======...

Craig Hawley of Nationwide Financial examines how financial priorities are evolving across generations, with more Americans focused on protection and income stability than wealth accumulation. He discusses retirement challenges, student debt burdens, and why many remain optimistic about their financial future despite growing economic pressures. ======== Schwab Network ======== Empowering every inv...

Extreme Networks (EXTR) CEO Ed Meyercord discusses the company's eighth consecutive earnings beat, highlighting double-digit revenue growth, strong margins, and improving enterprise demand. He explains how the company's AI-powered networking platform is helping win market share from Cisco (CSCO) and HPE (HPE) while driving growth through automation, large customer wins, and expanding chann...

Horizon's Clark Allen discusses why active management and selective investing may be well-positioned in the current market. He highlights opportunities in small- and mid-cap stocks, international equities, and Horizon’s ETF lineup, including HBTA, while outlining the continued growth potential for active ETFs. ======== Schwab Network ======== Empowering every investor and trader, every market...

Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver on a roadmap to collect those profits. He then compares Super Micro to Dell Technolo...

LikeFolio's Landon Swan analyzes On Holding (ONON) ahead of earnings, highlighting strong consumer demand, premium pricing power, and successful expansion into apparel. He explains how On competes with Nike (NKE) and Lululemon (LULU) and why the stock's sideways performance may not reflect its revenue and margin growth. ======== Schwab Network ======== Empowering every investor and trader,...

"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the...