Schwab Network

Pay attention to what is happening on the ground in Iran as headlines point to mixed signals on the conflict, says Aarathi Krishnan. She explains how new attacks in the Strait of Hormuz and the general Middle East region put a "stranglehold" on global economies. Aarathi talks about how supply chains are in the center of contentions and how reopening the Strait doesn't instantly make...

Dell Technologies (DELL) has emerged as one of the biggest beneficiaries of the AI infrastructure boom, with record demand for its AI-optimized servers driving explosive revenue and earnings growth. In this Tech Corner, George Tsilis breaks down Dell's expanding AI server backlog, partnership with Nvidia, and why enterprises and governments are increasingly turning to Dell for next-generation...

Marley Kayden talks about the latest economic pressures rising as U.S. import prices add to consumer costs and housing affordability continues to decline. ======== 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/schwab-network/id146071...

Marley Kayden breaks down a volatile week on Wall Street as AI-linked semiconductor stocks faced major losses amid concerns that AI spending expectations may have gone too far. She covers sharps declines in chip stocks, IBM Corp.'s (IBM) massive drop following investor concerns, and PayPal's (PYPL) surge after takeover interest sparked renewed market attention. ======== Schwab Network ====...

Patrick De Haan examines national gas prices saying he expects the national average price of gasoline to reach $4 per gallon in the next three to six days. He discusses how recent oil volatility has impacted gas prices and how Ukrainian attacks on Russian refining impacts oil. Patrick also talks about his expectations for the duration of elevated gas prices. ======== Schwab Network ======== Empowe...

Sid Choraria explains why investors should focus on recurring cash flow rather than adjusted earnings, warning that accounting changes can make results appear stronger than they really are. He also examines how AI could pressure the competitive advantages of companies like Accenture (ACN), Cognizant (CTSH), and Adobe (ADBE), and discusses why even top performers such as Nvidia (NVDA) can see their...

Alex Gailey explains why 87% of homebuyers in 2025 overpaid for their mortgage, often costing them thousands of dollars each year. She breaks down how loyalty to lenders and financial confidence can lead buyers to accept worse terms, and shares practical strategies for securing a better deal through comparison shopping, negotiation, and understanding lender incentives. ======== Schwab Network ====...

Simeon Hyman of ProShares discusses the launch of the ProShares Ultra SK Hynix ETF (SKHU), which seeks to deliver twice the daily performance of SK Hynix (SKHY), a key player in the AI memory market. He explains how leveraged ETFs can provide enhanced exposure with less capital while addressing volatility concerns and highlighting the safeguards that support these products in the U.S. market. ====...

Amber Fairbanks and Keval Desai talk about the state of the AI trade. Kevel says we are in the early phases of the AI trade cycle and that AI is bringing society into a modern renaissance while Amber distinguishes the difference between AI momentum and fundamentals. They also touch on what the age of AI will bring. ======== Schwab Network ======== Empowering every investor and trader, every market...

Brett Crowther examines a market losing momentum as the S&P 500 (SPX) remains trapped in a symmetrical triangle pattern. He highlights Chevron's (CVX) bullish breakout as a sign of strength in the energy sector, while Qualcomm (QCOM) continues to struggle amid semiconductor weakness, down 34% from its all-time high and forming a bearish head-and-shoulders pattern. ======== Schwab Network =...

Futurum's Dave Nicholson says there's "no lack of demand" for AI compute, and believes data centers are well-positioned to capture that demand. Nebius (NBIS) is the company he expects to have the least risk due to its lack of debt compared to competitors like CoreWeave (CRWV) and Applied Digital (APLD). There are headwinds that will ramp up volatility, Dave warns, pointing to AI...

Ahead of Domino's Pizza (DPZ) earnings, LikeFolio's Andy Swan highlights accelerating consumer demand despite the stock's decline this year. He discusses the company's digital-first business model and why its technology platform remains a key competitive advantage. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Christian Lopez talks about the market's electricity demand and its value as availability becomes more limited. It comes as Bitcoin miners move into AI infrastructure, something Christian believes will be beneficial for firms due to the demand for AI compute we'll see over the next decade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Suzanne Rudnitzki, CEO of Parsec Automation, discusses findings from the 2026 State of Manufacturing Industry survey. She examines the rise of reshoring efforts, growing manufacturing complexity, and how generative AI is helping companies improve operations and strengthen supply chain resilience. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

John Conca and Kenneth Suh discuss their takeaways from Netflix (NFLX) recent earnings. Kenneth says the company’s addition of short form content, video games and video game podcasting are lifting a lot of engagement and provide opportunities for ad engagement. John says the company looks to be on the right track to hit its goal of one trillion dollars by 2030. They also touch on Netflix dipping a...

Geoff Nielson argues that fears of AI disrupting enterprise software companies like Salesforce (CRM) and Workday (WDAY) are overblown. He explains why their sticky business models remain a competitive advantage and why AI could create outsized opportunities for mid-cap companies rather than making established software providers obsolete. ======== Schwab Network ======== Empowering every investor a...

StocksToTrade's Tim Bohen talks through today’s tech-centric Big 3. He sees Apple (AAPL) as a stock “nailing technology” and reaping all the benefits from AI, sees SpaceX (SPCX) under $100 as a strong buying opportunity, and notes that Bank of America (BAC) has done "no wrong lately.” Rick Ducat takes us through the technicals in the stock charts. ======== Schwab Network ======== Empoweri...

Brian Jacobsen discusses the case for diversified, equal-weighted ETFs and growing opportunities in small and mid-cap stocks. He examines the shift from AI infrastructure plays toward profitable AI applications, while pointing to strong earnings and a resilient labor market as key supports for the broader market. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Netflix (NFLX) shares currently trade at a 2-year low after revenue missed expectations in earnings. Alicia Reese talks about the metrics she sees weighing down the stock and how the streaming company has potential to stage a rebound. Her two biggest points backing the bullish thesis: advertising and M&A activity. Tom White offers a bullish example options trade for Netflix. ======== Schwab Ne...

On the macro front, investors got a "sigh of relief" as inflation pressures appeared to ease with this week's economic data, says Charles Schwab's Collin Martin. However, he notes that one data point doesn't signify a trend. Collin outlines fiscal concerns he sees as prevalent for the months ahead. Michael Townsend walks investors through Fed Chair Kevin Warsh's commentar...

Apple (AAPL) briefly surpassed Nvidia (NVDA) in market cap as the biggest company on Wall Street after HSBC upgraded the stock to buy from hold. Jenny Horne talks about the “operational turning point” the firm sees in the company, offering insight into the upgrade and price target hike. Dan Deming walks us through an example options trade for Apple. ======== Schwab Network ======== Empowering ever...

David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI. He explains why hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) remain attractively valued and why the AI buildout and adoption cycle still has plenty of room to run. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Anthony Georgiades talks about the spike in venture capital funding, and how it is flowing into more select deals. He says much VC capital is focused on frontier AI names, but he talks about a refocus across sectors, by VC investors, on core distribution, unit economics, and revenue, when deploying capital. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Mario Lagana offers his insights into the violent sell-off see across Wall Street throughout July, pointing to high-volume selling days as a clear warning sign bearish action can continue. He tells investors to expect 30% to 40% corrections in key tech leaders, as companies like Micron (MU) have already experienced those steep downside trends. However, Mario calls AMD Inc. (AMD) a leader that has...

Rebecca Walser talks about why she believes markets are selling off tech as Friday's trading session continues that weakness in the sector. She discusses CapEx concerns surrounding hyperscalers like Alphabet (GOOGL) and Microsoft (MSFT), while highlighting sectors she sees having strong AI momentum. Rebecca also talks more about her expectations for the earnings season ahead. ======== Schwab Netwo...