Schwab Network

Marley Kayden highlights Alphabet (GOOGL), Tesla (TSLA), and Intel (INTC) earnings this week and explains how CapEx overshadowed top and bottom line beats from two of the three Big Tech firms. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.ap...

Adrian Cachinero, co-founder of Steakhouse Financial discusses how major financial institutions are increasingly moving assets onto public blockchains, accelerating the adoption of blockchain-based finance. He explains the role of stablecoin-powered financial products and why firms including Apollo Global Management (APO), Janus Henderson Group (JHG), and Societe Generale are embracing on-chain ma...

Marley Kayden and Sam Vadas look beyond the first round of Mag 7 earnings and fears of rising CapEx to focus on other headlines catching investor attention to close the week. They talk about the significance of Nvidia (NVDA) CEO Jensen Huang joining X and economic data showing a surprising amount of resiliency. ======== Schwab Network ======== Empowering every investor and trader, every market day...

FRAME CEO Alexander Taskey discusses how blockchain rails and tokenized deposits are reshaping payments. He explains how FRAME connects with existing banking systems to enable 24/7 settlement, reduce risk, and support interoperability and compliance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabne...

Todd Chanko highlights three companies with growth potential despite market uncertainty: Gentex (GNTX), Gentherm (THRM), and First Advantage (FA). He discusses how GNTX and THRM are expanding their technologies into new markets, while FA is benefiting from increased demand for employment screening as AI-generated fake identities become more common. ======== Schwab Network ======== Empowering every...

Aberdeen Investments' Robert Minter discusses how geopolitical tensions in the Middle East and Black Sea region are pushing energy and agricultural commodity prices higher. He explains how supply chain pressures, U.S.-China competition, and rising inflation risks are supporting commodities, while highlighting broad-based commodity ETFs such as BCD and BCI as potential portfolio diversifiers. =...

Matthew Maley and Ted Rossman break down American Express' (AXP) latest earnings report, focusing on expenses, premium consumer spending trends, and the stock's outlook. They discuss the company's aggressive investments in attracting and retaining Gen Z and millennial customers, as well as the growing marketing competition across the credit card industry. ======== Schwab Network ======...

Charles Schwab's Rachel Dashiell highlights several bullish technical signals emerging across the market, including a potential bullish engulfing pattern in the S&P 500 (SPX) and signs of a bottoming process in market breadth data. She also points to RTX Corp. (RTX) and Thermo Fisher Scientific (TMO) as stocks showing strong reversal patterns that could support further gains. ======== Schw...

"Nvidia (NVDA) is firing on all cylinders but not getting any of the benefits," says Ray Wang. He says the demand for it and AI are there and has a $280 price target for the stock, pointing to significant earnings growth backing his bullish expectations. Companies like Alphabet (GOOGL) and Tesla (TSLA) raising CapEx add to Ray's thesis that Nvidia has more room to run and eventually...

LikeFolio's Landon Swan talks about Oracle (ORCL) and web trends surrounding the company. He points out that web visits for the firm are down 11% year-over-year while the stock has fallen 50% over that same time. Landon makes the case that the sell-off in Oracle is more brutal than it should be, though that doesn't mean investor concerns should be ignored as the firm ramps up CapEx. ======...

Yaël Ossowski of the Consumer Choice Center discusses the proposed merger between Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) and the antitrust hurdles it faces. He argues that changing consumer viewing habits, the rise of platforms like YouTube and TikTok, and increasing streaming competition make the deal necessary to improve consumer choice and help legacy media companies compete...

Crash Champions founder and CEO Matt Ebert explains how advanced vehicle technology is increasing demand for skilled collision repair workers. He discusses AI's growing role in the industry, ongoing labor shortages, and why hands-on trades remain difficult to automate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

"The Intel (INTC) story is largely over," argues Michael Robinson, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from...

Two hot tech stocks and a quieter healthcare mover take the attention of StocksToTrade's Tim Bohen to close out the trading week. He sees Alphabet (GOOGL) tapping notable support as a tentative buy opportunity, expects Super Micro (SMCI) to make a similar bull run it saw earlier this week, and points to CVS Health (CVS) as a reliable, low beta stock. Charles Schwab's Rachel Dashiell offers...

Suzanne Porske, founder of Phoenix Financial Group, breaks down the three-speed economy and the impact of the ongoing wealth transfer from baby boomers to younger generations and women. She also discusses common investing mistakes, alternatives to CDs, and the importance of personalized retirement planning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Jeff Kagan talks about his outlook on the telecommunications industry after Verizon (VZ) showed strength in its earnings while Charter Communications (CHTR) sold off to a 12-year low. He notes key competitors like SpaceX (SPCX) entering the industry as a headwind but believes new tech brought by AI will help alleviate downside risks. That said, Jeff says there will be winners and losers. Tom White...

Intel (INTC) posted stronger-than-expected earnings as AI strengthens the company's tech backbone. The stock still fell following Friday's opening bell. Jenny Horne takes investors through the key metrics she sees giving Intel much needed muscle for long-term growth. Prosper Trading Academy's Scott Bauer offers an example options trade for Intel. ======== Schwab Network ======== Empowe...

Charles Schwab's Kevin Gordon explains how the energy trade shocks play into the Fed's interest rate decision next week as investors brace for heightened changes of a rate hike. Collin Martin believes it will be a "live" meeting but still believes there will be no change for rates. They also discuss how it all plays into the equity and credit market picture as earnings offer sign...

Larry McDonald of The Bear Traps Report says credit markets are flashing warning signs as spreads widen for the Mag 7 and lower-rated debt weakens. He discusses why natural gas stocks may be poised to benefit from a major capital shift away from richly valued tech names, including Nvidia (NVDA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Steve Cunningham, CEO of Enova (ENVA), offers more insight into the financial service firm's earnings that show an eighth consecutive quarter of growth. He explains how the company flexes discipline as an online-only business, along with ways it helps back growth. Steven adds that Enova's customer case has proven to be more resilient despite seeing a volatile economic environment. He also...

Keith Buchanan talks about how investors have recently come to question the stock market's higher-than-expected growth over recent years, not helped by inflation and rising yields. He walks investors through the current headwinds he sees for equities and the importance the Fed's interest rate path has on capping bullish perspectives. ======== Schwab Network ======== Empowering every invest...

Oracle (ORCL) won a $7 billion contract with the U.S. Department of War. Shares of the cloud giant didn't move much ahead of Friday's open as the stock stalls near 52-week lows. Tom White calls the stock a "falling knife" in recent months but now sees significant support at a key level. He then turns to an example options trade for Oracle. ======== Schwab Network ======== Empower...

PayPal (PYPL) has maintained its recent breakout, something Rachel Dashiell of Charles Schwab says is significant in reversing strong bearish trading action. She believes it is possible bulls can push the stock toward $66, about $10 higher from Thursday's close. Rachel highlights key support and resistance levels to keep in mind. ======== Schwab Network ======== Empowering every investor and t...

While crude oil prices stay elevated near $90 and inflation keeps investors wary, Alex Coffey makes the case that the current environment isn't as dire as some may believe. However, that depends on the U.S.-Iran war and yields. On the earnings front, Alex highlights Intel (INTC) and the report showing that its turnaround story is shaping up. Deckers Brands (DECK) saw Hoka sales and guidance es...

Tim Quast says market flows, not fundamentals, are driving stocks, and a rare slowdown in June has him concerned. He discusses growing volatility, ETF-driven correlations, and why Amazon (AMZN) stands out while other big tech names, including Tesla (TSLA) and Alphabet (GOOGL), remain under pressure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...