Schwab Network

GEN Restaurant Group (GENK) CEO David Kim explains how inflation is driving consumers toward grocery stores and away from traditional dining experiences. He discusses why restaurant brands are expanding into retail channels and how growing demand for convenient, pre-cooked grocery products is helping offset declining restaurant traffic. ======== Schwab Network ======== Empowering every investor an...

Lisa Martin shares her expectations for Alphabet's (GOOGL) upcoming earnings report, highlighting the company's aggressive investment in artificial intelligence. She discusses why Google Cloud is well positioned, describing it as a "neutral cloud" that could attract enterprise customers. Lisa also says why she believes Alphabet is in a competitive position. ======== Schwab Networ...

While Alphabet (GOOGL) and Tesla (TSLA) will take up most oxygen on the earnings front after Wednesday's close, Andy Swan from LikeFolio points to IBM Corp. (IBM) as another name to watch. He examines upward consumer demand trends for Big Blue, which he believes suggests its customer base remains strong long-term. Andy also shares his thoughts for the upcoming earnings report and what investor...

Ed Butowsky and Tom Essaye discuss their takeaways from GE Vernova (GEV) earnings. Tom explains why the company is under pressure following earnings, noting that there was little room for error following a parabolic run in shares. Ed discusses why continued losses in the company's wind business stood out as a key concern despite the broader earnings report. ======== Schwab Network ======== Emp...

James Czerniawski breaks down the latest legal challenges facing Paramount Skydance's (PSKY) proposed merger with Warner Bros. Discovery (WBD), including a temporary restraining order and a new lawsuit from the Writers Guild of America. He explains the potential consequences of these actions and the significant financial penalties Paramount Skydance could face if the deal is not completed by S...

TheoTrade's Don Kaufman turns to Big Tech and high beta names for his stock picks in today's Big 3. He leans bearish on Alibaba (BABA) after the stock's recent AI-led rally, sees SpaceX (SPCX) as a long-term opportunity for investors, and warns against Super Micro (SMCI) due to controversies surrounding the company. Don offers example options trades for his picks while Alex Coffey walk...

Andrew Arons shares his perspective on the recent market volatility and what investors should be watching. He highlights Microsoft (MSFT) ahead of its earnings report next Wednesday, noting the stock's near 30% decline from all-time highs, pointing to it as a buy opportunity. Andrew also taps Nvidia (NVDA) and Bloom Energy (BE) as other investments he likes. ======== Schwab Network ======== Em...

Noah Hamman sets the stage for Tesla's (TSLA) earnings after Wednesday's closing bell. His biggest point of focus: EV sales, which he believes will show growth thanks to international markets. Noah also discusses Tesla's robotaxi business and expectations on full self-driving as companies like Alphabet's (GOOGL) Waymo closes the market share gap. Tom White turns to an example optio...

Stephen Coltman discusses how tighter financial conditions are affecting equities, digital assets, and precious metals. He examines the impact of AI spending on big tech balance sheets, what a slowdown could mean for Fed policy, and why investors should watch energy markets and upcoming central bank commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Marley Kayden discusses Super Micro's (SMCI) preliminary fourth quarter results and the company's optimistic outlook on doubling gross margins. She explains Super Micro's commentary which cites strong customer demand and favorable product mix. Prosper Trading Academy's Scott Bauer walks us through an example options trade for the AI server stock. ======== Schwab Network ======== Em...

The rebound in the AI infrastructure trade offered reprieve for Wall Street, says Charles Schwab's Nathan Peterson. Wednesday's key headlines on Super Micro (SMCI) and Alphabet (GOOGL) earnings are now in full focus as investors wait for more inflation on the AI trade. Jim Ferraioli turns to the crypto front and the Clarity Act, which he says will be delayed to 2027 if the legislation does...

Andy Goldberg explains why the fading dominance of the Mag 7 creates new opportunities for diversification. He points to small caps, the equal-weighted S&P 500, and municipal bonds as investors look beyond the next phase of the AI trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com...

Chris McMahon believes the S&P 500 (SPX) will continue to broaden out and offer more muscle to small caps and other corners of Wall Street largely ignored by investors. However, he points to interest rates as a lingering headwind, especially when it comes to the housing market. Chris remains a bull when it comes to the tech trade, particularly in AI memory stocks like Micron (MU) and SK Hynix...

GE Vernova (GEV) continues to deliver strong earnings but couldn't clear the high bar investors had for the newest quarterly report. Diane King Hall talks more on those high expectations and how tariffs play a role in hindering guidance. She also discusses why Truist issued an upgrade for CoreWeave (CRWV) and Rocket Lab's (RKLB) latest contract with Space Force. ======== Schwab Network ===...

It's the micro versus the macro headlines, says Kevin Hincks, pointing to the U.S.-Iran war acting as a constant overhang against a strong start to the earnings season. The 11th straight day of strikes comes as Alphabet (GOOGL) and Tesla (TSLA) report earnings after Wednesday's close. Kevin continues AI talks by discussing AMD Inc.'s (AMD) newest deal with Anthropic and Super Micro (SM...

Alphabet (GOOGL) will be the first Mag 7 company to report earnings after the bell Wednesday, with Tesla (TSLA) in tow. Tom White turns to the 3-year chart to show how "spectacular" the stock's rally has been during that time. He compares that to the one-year chart, where Alphabet shares have largely consolidated with a bearish tilt. Tom turns to an example options trade for Alphabet...

President Trump's Achilles heel is yields, argues Frances Newton, calling it the key metric behind pressuring the Fed to lower interest rates. The U.S.-Iran conflict and rising crude oil prices makes that prospect more difficult. Frances tells investors to watch fixed income markets and talks about the inverse correlations creating confusion on the macro front. As for the AI trade, Frances see...

Ben Sturgill talks about the U.S.-Iran war as a known downside risk that investors are continuously revaluating as the conflict shifts. He believes it will contribute to a choppy trading environment that will ultimately end with a higher year. Ben explains how the AI trade and more liquidity backing tech trends helps paint a clearer bullish picture for markets. ======== Schwab Network ======== Emp...

An 11th day of U.S. strikes on Iran has futures trending to the downside, says Alex Coffey, as he outlines headlines signaling that the conflict isn't cooling any time soon. In equities, Super Micro (SMCI) surged after the company pledged that its gross margins will nearly double. Alex also highlights GE Vernova's (GEV) strong earnings thanks to the AI buildout, along with AT&T's (...

Tesla (TSLA) posts earnings after the closing bell Wednesday, kicking off the first round of Magnificent 7 reports alongside Alphabet (GOOGL). Charles Schwab's Ben Watson explains that the stock has hit the brakes on price action and needs a catalyst to reignite momentum. He highlights key support and resistance levels to watch. ======== Schwab Network ======== Empowering every investor and tr...

Semiconductor stocks helped lift the Nasdaq (NDX) as investors rotated back into the AI trade ahead of major tech earnings. Nvidia's (NVDA) $4 billion stake in Nebius (NBIS) is drawing attention, while Oracle (ORCL) faces fresh scrutiny over a $7 billion collateral requirement tied to a large AI data center project. ======== Schwab Network ======== Empowering every investor and trader, every m...

Marley Kayden discusses SpaceX’s (SPCX) upcoming earnings announcement, the U.S. weighing new AI sanctions on China, and the Trump administration’s evolving tariff strategy. ======== 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.apple.com/us/app/schw...

Sydney Armani discusses how future advances in AI driven diagnostics could reshape preventative medicine. He explores how artificial intelligence could transform the future of healthcare, from identifying life-threatening diseases before they ever reach Stage 1 to enabling earlier more personalized treatment. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Dean Rubino, CEO of KPC Private Funds, explains why private markets are becoming a core part of investor portfolios rather than just an alternative investment. He discusses the growth of pre-IPO opportunities, the role of private funds in diversification, and what needs to change for private markets to become a more mainstream allocation. ======== Schwab Network ======== Empowering every investor...

Ben Emons warns that inflation risks are building as rising oil prices, Middle East tensions, and new permanent tariffs pressure the global economy. He explains why the market may be underestimating these threats and how they could increase the likelihood of future Fed rate hikes. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...