Schwab Network

Luke Lloyd discusses the market's reaction to rising AI investments from companies like Alphabet (GOOGL), arguing the spending is essential for future growth. He also shares a bullish outlook on software stocks, saying AI will enhance existing platforms rather than replace them. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min...

Tony Bancroft discusses strong earnings from RTX Corp. (RTX) and Lockheed Martin (LMT), highlighting growing backlogs and healthy free cash flow as signs of continued defense spending strength. Tom White then outlines an example options trade for Lockheed Martin. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for...

Tesla (TSLA) shares sold off more than 13% in the first hours of Thursday's trading session on mixed earnings and a note that CapEx will tap $25 billion. Marley Kayden breaks down why investors are moving away from Tesla's stock as it trades as the worst performing name in the S&P 500 (SPX). Joe Tigay walks us through an example options trade for the Mag 7 giant. ======== Schwab Networ...

The whipsaw in energy prices brought by lasting tensions around the Strait of Hormuz are weighing on global central banks, says Michelle Gibley of Charles Schwab. Sticking with international headlines, she highlights the "tail wags dog" situation she sees on SK Hynix's (SKHY) proposed ADR conversion cap. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Kristina Hooper examines investor concerns over rising AI spending and whether hyperscalers can deliver meaningful returns. She also discusses inflation pressures, higher infrastructure costs, and what could spark the next move in big tech stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Intel (INTC) shares are more than 25% below its all-time high but up over 330% year-over-year. Tom White shows how substantial the rally has been over recent months to help investors prepare for the legacy tech company's earnings after Thursday's close. He takes the stock's momentum in mind when offering an example options trade for Intel. ======== Schwab Network ======== Empowering ev...

After Alphabet (GOOGL) raised CapEx expectations in earnings, investors are taking a step back despite strong numbers from Google's parent company. James Demmert argues Alphabet is a buy at current levels, pointing to a substantial bottom line beat and explosive cloud revenue growth as signs its CapEx is offering real ROI. He names Nvidia (NVDA) and ASML (ASML) as key hardware names to watch....

Amazon (AMZN) shares are seeing more pressure Thursday after Alphabet (GOOGL) and Tesla (TSLA) signaled a CapEx increase in earnings. Charles Schwab's Ben Watson shows the short and long-term price action in the stock to highlight key support and resistance areas investors need to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

David Doyle explains why he remains optimistic on the U.S. consumer, citing improving delinquencies, healthy household finances, and a resilient labor market. He argues that falling unemployment could prompt the Fed to resume hiking rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s...

David Wagner explains why Alphabet (GOOGL) is emerging as an AI leader through stronger cloud growth, despite recent stock weakness brought by investor fears of ramping CapEx. He also breaks down Tesla's (TSLA) earnings miss and its long-term AI strategy after the company posted negative cash flow. Turning to the macro AI impacts, David highlights the future of the data center buildout, along...

Diane King Hall touches on the top earnings moving markets after Thursday's opening bell. RTX Corp. (RTX) and Lockheed Martin (LMT) added muscle to the defense trade while Southwest Airlines (LUV) and American Airlines (AAL) fell following their reports and added fuel pressures. IBM Corp. (IBM) topped earnings estimates but shares still fell. ======== Schwab Network ======== Empowering every i...

Tesla (TSLA) signaled it will have negative cash flow and is down to start Thursday's trading session. Alphabet (GOOGL) posted 82% cloud growth and stronger-than-expected earnings, but the stock also moved lower. Kevin Hincks points to CapEx as the key driver behind the downside moves in both Mag 7 names. He believes investors want to see a stronger profit roadmap to justify greater AI spendin...

Greg Friedman talks about how the commercial real estate business is repricing itself as yields remain elevated due to the U.S.-Iran war. He tells investors in the space to brace for pain on the balance sheet, though it likely creates new opportunities long-term. Greg adds that data centers now make up 1% of commercial real estate, a number set to accelerate and create new headwinds for properties...

The U.S. enters a 12th straight day of bombing Iran as pressure mounts to reopen the Strait of Hormuz. Alex Coffey talks about the latest developments as crude oil climbs back to $90 a barrel. Alphabet (GOOGL) posted strong earnings backed by an 82% year-over-year increase in cloud revenue, though investors took issue with a CapEx raise. Alex explains why the number is taking all the focus in Alph...

CharlesSchwab's Adam Lynch highlights the slow but steady rebound shaping up in Bitcoin's price action since hitting 21-month lows at the start of July. It comes as lawmakers in Washington, D.C. make an apparent final push to push the Clarity Act. As Adam discusses, governments across the global are also creating their own regulatory frameworks around cryptocurrencies. ======== Schwab Netw...

The AI trade is going nowhere, according to Wednesday's round of after-hour earnings reports. Marley Kayden walks investors through her biggest takeaways from key metrics in Alphabet (GOOGL), Tesla (TSLA), and IBM Corp. (IBM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...

Marley Kayden discusses the latest developments surrounding the Stop Insider Trading Act vote and the ongoing debate around congressional stock trading rules. She also covers reports about OpenAI model bypassing sandbox restrictions during testing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw...

Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations. The panel also discusses Texas Instruments (TXN), ServiceNow (NOW), and IBM Corp. (IBM). ======== Schwab Network ======== Empo...

Tyler Ellegard discusses how rising oil prices and renewed Middle East tensions are shaping the inflation outlook and influencing global markets. He also shares his preferred investment themes, highlighting financial stocks and the AI infrastructure trade, including Equinix (EQIX), as opportunities despite heightened geopolitical uncertainty. ======== Schwab Network ======== Empowering every inves...

Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

Mike Cordonnier, CEO of Carlsmed (CARL), explains how the company's AI-enabled platform is helping reduce re-operations in spinal surgery through personalized treatment planning. He details how AI and 3D-printed custom devices improve surgical outcomes while lowering costs for hospitals, supported by favorable Medicare reimbursement trends. ======== Schwab Network ======== Empowering every inv...

Neena Mishra, Director of ETF Research at Zacks Investment Research, discusses the rapid growth of the drone industry and the factors driving adoption across global markets. She talks about how drone-focused ETFs provide diversified exposure to defense, industrial, agricultural, security, and renewable energy applications. Neena highlights examples in the REX Drone ETF (DRNZ) and the Defiance Dron...

Steve Westly discusses why Tesla's (TSLA) energy business could be a key driver of future growth ahead of earnings, making the case its position in the sector proves just as valuable as EVs and AI. Tu Le weighs in on Tesla's outlook internationally, discussing market conditions and noting that the company's factory production remains strong despite ongoing pressure. ======== Schwab Net...

Charles Schwab's Rachel Dashiell highlights the S&P 500's (SPX) critical retest of its 50-day moving average, arguing the market may be setting up for a significant move in either direction. She also breaks down AI memory names Micron (MU) and SanDisk (SNDK), pointing to a failed bearish reversal in the former stock and a potential near-term bounce opportunity in the latter. ======== S...

"All eyes are clearly going to be on cloud revenue as well as CapEx numbers," says Angelo Zino as he discusses expectations for Alphabet (GOOGL) earnings. He notes a very high bar for the stock with Wall Street eyeing 20% growth. With China releasing cheaper AI models compared to U.S. counterparts, Angelo believes regulation will come into play. It also puts a greater emphasis on the Mag...