Schwab Network

Rebecca Lindland and Scott Martin break down General Motors’ (GM) earnings and evolving growth strategy. Lindland highlights GM’s focus on high-margin vehicles and flexible powertrain offerings, while Martin discusses the company’s expansion into batteries, aerospace, defense, and recurring-revenue services as CEO Mary Barra pushes to diversify beyond traditional auto manufacturing. ======== Schwa...

Datavault AI (DVLT) CEO Nathaniel Bradley evaluates the latest moves in Bitcoin and Ethereum. He discusses the latest on the Clarity Act and other forms of crypto regulation and says crypto represents a better and safer audit trail in respect to many transactions. Nathaniel then discusses more about cryptocurrency trends and outlines what to monitor in the space. ======== Schwab Network ======== E...

Kim Forrest talks about Texas Instruments (TXN) as the company reports earnings Wednesday after the closing bell. She says the earnings from General Motors (GM) serves as a bullish indicator for Texas Instruments and shares her expectations for the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...

Alex Roy, CEO of Salesbox AI, discusses how AI is reshaping the labor market, noting that while AI-driven layoffs have impacted parts of the tech sector, they have yet to meaningfully increase overall unemployment. He also highlights AI’s potential to create “tiny giants,” empowering smaller companies and entrepreneurs to scale efficiently with fewer resources. ======== Schwab Network ======== Emp...

LikeFolio's Megan Brantley highlights strong consumer demand at Home Depot (HD) and Lowe's (LOW) despite ongoing housing market challenges. She explains why Home Depot's growing professional business and resilient spending trends could support the stock heading into August earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Morningstar's Suryansh Sharma and Housing Research Center's Alex Barron break down D.R. Horton's (DHI) earnings beat and lowered guidance. They highlight improving margins, disciplined homebuilding activity, and why housing inventory may be tighter than headline data suggests. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Jack Lynch explains why AI spending is soaring while returns remain difficult to measure. As companies like Uber (UBER) burn through AI budgets, Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL), OpenAI, and Anthropic are investing heavily in helping businesses turn AI adoption into real results. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Jessica Inskip highlights an AI theme for today's Big 3. She turns to Vertiv (VRT) as a company’s AI with a strong power backbone, calls Bloom Energy (BE) a “reliable energy aspect” supporting the tech trade, and promise in Alphabet's (GOOGL) new AI chip. Charles Schwab's Ben Watson takes us through the technicals in the stock charts. ======== Schwab Network ======== Empowering every i...

Even as Stripe and Advent seek to buy PayPal (PYPL) for a price that matches the company's current market cap, Owen Lau of Clear Street still has a hold rating for the stock. He discusses PayPal's strategic crossroads and how new leadership can affect the fintech firm. Owen also says he hopes to see more disclosures from the company over the next few quarters. ======== Schwab Network =====...

Marley Kayden discusses General Motors’ (GM) latest earnings as shares rally on a beat and raise quarter. She says consumer demand in North America remains strong even as tariffs and an unclear geopolitical backdrop pose last challenges. Tim Biggam walks investors through an example options trade for General Motors. ======== Schwab Network ======== Empowering every investor and trader, every marke...

CharlesSchwab president and CEO, Rick Wurster, joins Schwab Network to discuss the company's quarterly earnings and where he sees momentum ahead. As investors show caution in the face of lasting geopolitical uncertainty, Rick emphasizes the importance of wealth management against a volatile backdrop. He also explains how prediction markets play a role in the current investing landscape and off...

The bar is higher for technology heading into the new earnings season, says Liz Ann Sonders of Charles Schwab. She tells investors to keep an eye on the reaction to AI spending figures compared to ROI, particularly as Alphabet (GOOGL) reports earnings Wednesday. Liz Ann says the outlook is important, too, as direction of Mag 7 earnings can paint a clearer picture for the rest of the S&P 500 (S...

AllianceBernstein's Eric Winograd explains why the U.S. economy continues to show resilience despite inflation concerns tied to oil prices and tariffs. He discusses the role of AI investment, affluent consumers, and the challenges facing the Fed in addressing an increasingly divided economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Description: Shares of GE Vernova (GEV) have nearly doubled in the last 12 months and climbed almost ten times from its IPO price in March 2024. Ahead of Wednesday's earnings, Tom White highlights key support and resistance levels to watch once the company reports. He then turns to an example options trade for GE Vernova. ======== Schwab Network ======== Empowering every investor and trader, e...

Andrew Almeida discusses General Motors’ (GM) strategy to drive growth through AI, energy, and defense initiatives, highlighting its partnership with Nvidia (NVDA) and expansion in defense technology. He also explains why Bitcoin’s decentralized structure and declining correlation to equities make it an attractive long-term alternative investment. ======== Schwab Network ======== Empowering every...

Diane King Hall discusses 3M (MMM) by highlights its earnings beat fiscal year guidance raise, which investors rewarded with a rally to start Tuesday's trading session. The same can't be said for Adobe (ADBE) and Workday (WDAY) after Morgan Stanley hit both stocks with a downgrade. Diane also notes Redburn’s downgrade on Shopify (SHOP). ======== Schwab Network ======== Empowering every inv...

Josh Schachter warns that today's market resembles the late-1990s tech bubble, with investors overly concentrated in the Mag 7 and semiconductors. He favors small-cap value stocks in healthcare, industrials, and consumer discretionary, arguing they are better positioned to outperform as monetary policy remains restrictive. ======== Schwab Network ======== Empowering every investor and trader,...

Attention is shifting from the macro to earnings, says Kevin Hincks, and its showing in Tuesday morning's price action as tech retakes command of Wall Street. However, as he explains, the mounting tensions between the U.S. and Iran can set the foundation for a failed rally later in the session. President Trump implementing 50% tariffs on Canada adds pressure to international tensions. Kevin al...

Workday (WDAY) is starting Tuesday's trading day on the wrong foot after Morgan Stanley downgraded the stock and lowered its price target. Charles Schwab's Ben Watson adds that the 20-day chart shows potential for significant downward pressure on shares. The one-year chart shows more hope as Ben outlines key levels for bulls to watch. ======== Schwab Network ======== Empowering every inves...

The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the key points to keep in mind and how it affects Tuesday's trading session. In equities, he talks about reports saying TSMC (TSM) will raise its chip prices in 2027, though it's not dampening pr...

"Inflation took a bit of a breather last month" due to tensions between the U.S. and Iran cooling off, says Mark Hamrick, though the reverse is happening in July. He says a strong chance for an interest rate hike is back on the table for 2026 because of the conflict. Mark discusses further on the Fed and confusion around its future communication, calling out concern on Fed Chair Kevin Wa...

Ted Thatcher says there's an opportunity for Alphabet (GOOGL) and Tesla (TSLA) to reignite bullish momentum for the Mag 7 with their earnings Wednesday. He talks about the key metrics for investors to keep in mind when both companies report. Microsoft (MSFT) is another name in the cohort Ted believes is currently undervalued despite what he calls a "misstep" in AI optimization. Howev...

Marley Kayden talks about Microsoft’s (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet’s (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba’s (BABA) launch of its new Qwen 3.8 Mx AI model. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Marley Kayden discusses Iran signaling a potential willingness to return to negotiations, a development that could reopen diplomatic talks if momentum continues. She also talks about the legal snag facing the proposed Paramount Skydance (PSKY)-Warner Bros Discovery (WBD) merger and what it could mean for the deal moving forward. ======== Schwab Network ======== Empowering every investor and trader...

Brendan Burke discusses the semiconductor space and his expectations for second quarter chip earnings. He talks about the importance of hyperscaler CapEx to the chip trade and says the market can grow at a high level in 2027 with the bottlenecks that are still in place in the market. Brendan also touches on what to watch for in Alphabet’s (GOOGL) report. ======== Schwab Network ======== Empowering...