Schwab Network

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...

It's all about earnings to kick off the final trading session of the week. Sam Vadas explains why an increase in Hoka sales and a full-year EPS guidance raise wasn't enough for Deckers Brands (DECK). Verizon (VZ) shares rallied on its mixed report while Charter Communications (CHTR) tapped 52-week lows at the open. ======== Schwab Network ======== Empowering every investor and trader, ever...

Russell Hackmann, author of "Wall Street Is Not Your Friend," warns that stretched valuations, inflation concerns, and potential Fed tightening could pressure stocks. He shares risk-management strategies, including buffered ETFs and dividend-paying sectors like utilities and energy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

The 10-year yield is near a 12-month high as the U.S.-Iran war continues to serve as an overhang for equities. Kevin Hincks offers his thoughts on the volatility as crude oil prices remain elevated and tariff developments add more questions to the macro picture. In equities, he talks about the key takeaways from Intel (INTC) earnings and AMD Inc.'s (AMD) climb following updates from its Advanc...

Big Tech earnings delivered mixed results this week as Alphabet (GOOGL) and Tesla (TSLA) weighed on the sector despite Alphabet's revenue and earnings beat, with investors focusing instead on rising capital expenditure plans. Intel (INTC) stood out with stronger than expected earnings driven by growth in its data center and AI client computing businesses. Defense stocks rallied after strong qu...

Sam Vadas breaks down the ECB's decision to hold interest rates steady and what it signals for the region's economic outlook. Marley Kayden also covers the latest move in energy markets as oil prices climb above $90 per barrel, highlighting the factors driving the rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Sender Shamiss President and CEO at ReturnPro discusses how GLP-1 weight-loss drugs are transforming consumer shopping behavior, driving increased apparel spending and changing brand loyalty patterns. He explains why shoppers are buying more clothing, opting for higher-end brands, and demanding greater flexibility from retailers as they navigate ongoing weight loss. ======== Schwab Network =======...

Intel (INTC) shares have climbed more than 300% over the last 12 months but have fallen 30% from record highs less than a month ago as of Thursday's close. After hours, the legacy tech firm showed AI strength with stronger-than-expected earnings and guidance that surged past Wall Street's estimates. Marley Kayden, Sam Vadas, and Jeff Pierce parse through the report that helps reinforce Int...

Shay Boloor offers more insight into Alphabet's (GOOGL) earnings, which showed strong revenue growth backed by cloud, but expanding CapEx sent shares plunging. He sees the AI spending plans as bullish long-term, making the case that the first company to down will lose its AI moat. He adds that Alphabet's "shock factor" is now priced in to other Mag 7 names and likely limits furth...

Sam Callahan explains how inflation, Federal Reserve policy, and rising government spending could shape Bitcoin's future and why he believes the crypto market may be nearing the end of its bear cycle. He also shares why he thinks Bitcoin performs best during times of economic uncertainty and discusses what the Clarity Act could mean for the future of cryptocurrency regulation. ======== Schwab...

Masayuki Abe, Chief Product Manager at Mitsubishi UFJ Financial Group (MUFG) explains why improving inflation, wage growth, and corporate reforms are strengthening the investment case for Japan. He also discusses the MUFG Japan Small Cap Active ETF (MJSC) and how its active strategy targets under-followed companies tied to themes like semiconductors and national resilience. ======== Schwab Network...

Carley Garner breaks down the recent rally in the energy market, explaining why crude oil climbed to $90 a barrel for the first time since June 11. She argues the rally likely would have happened without U.S. involvement, just not as quickly. She also argues the gold market was pricing in geopolitical conflict before the broader market recognized the risks and makes a correlation between it and cr...

Adam Lynch of Charles Schwab discusses the Clarity Act's chances of passing before the August recess and the bipartisan support behind the legislation. He also examines the bill's crypto ethics provisions and whether its potential passage is already reflected in Bitcoin's price. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Jim Thorne previews Intel's (INTC) earnings, arguing that execution—not the headline numbers—will determine the company's future. He explains why investors should focus on AI leaders with strong moats, including Micron (MU), Nvidia (NVDA), and Broadcom (AVGO). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Kenge Stevenson, president of 329 Services and former Missouri Tiger, talks about the economics behind NBA expansions and the private equity surge seen in the space. He discusses what makes ownership in sports so appealing to private investors and explains how it benefits cities and local economies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Hatem Dhiab shares his biggest takeaways from Tesla's (TSLA) earnings, including concerns over CapEx climbing toward $25 billion for 2026. He argues that some investors are shifting their attention to SpaceX (SPCX), another Elon Musk-led company with a stock struggling to find its footing. Hatem believes Tesla builds the best cars but doesn't focus enough on selling them, adding that Musk...

LikeFolio's Andy Swan previews Deckers Outdoor's (DECK) earnings, pointing to solid consumer demand for the company's Hoka brand. While Hoka continues to gain traction, Swan notes it trails On Holding (ONON) and Nike (NKE) in consumer sentiment data. He shares his earnings score for Deckers and discusses the potential for significant post-earnings stock moves. ======== Schwab Network =...

Tony Zipparro and Ben Connard break down their biggest takeaways from Alphabet's (GOOGL) earnings, including the Mag 7 firm's decision to raise CapEx to $195 billion from $180-$190 billion. They also explore the key drivers that could fuel Alphabet's future growth, like Google cloud, which showed an 82% revenue increase year-over-year. ======== Schwab Network ======== Empowering every...

Perry Beberman, CFO of Bread Financial (BFH), discusses the company's earnings beat and strong stock performance, highlighting AI-powered underwriting and disciplined lending practices. He also explains why a resilient U.S. consumer and improving credit trends continue to support growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Prosper Trading Academy's Charles Moon talks all about tech for his Big 3 picks Thursday. He sees opportunity in Alphabet (GOOGL) as the stock sells off after earnings, compares SK Hynix's (SKHY) setup to the Mag 7 giant's earnings reaction, and sees IREN (IREN) as a high-risk, high-reward opportunity. Charles Moon offers example options trades for all his picks while Alex Coffey walks...