Schwab Network

Sam Vadas discusses PPI data coming in cooler than expected reshaping inflation concerns. She also touches on investors rotating into Chinese ADRs. ======== 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/id1460719185 Do...

Ben Cook explains why geopolitical tensions have created strong support for oil prices and could push crude toward $100 per barrel. He also highlights the growing demand outlook for U.S. natural gas, pointing to Williams Companies (WMB) and EQT Corporation (EQT) as potential beneficiaries of LNG exports and expanding data center infrastructure. ======== Schwab Network ======== Empowering every inv...

MichaelAaron Flicker examines the growing impact of GLP-1 medications on consumer behavior, noting that roughly one in five American households has someone using a GLP-1 drug. He explains how that trend is reshaping spending habits and discusses the implications for restaurants as well as food and beverage stocks. As MichaelAaron explains, the shift in weight loss habits are creating swift strateg...

Matthew Tuttle explains why the June CPI report could be a game changer for markets, breaking down how the latest inflation data could influence everything. He discusses why oil and gas prices are the key variables to watch, arguing that higher energy prices could reignite inflation, and shares his outlook for inflation and the stock market. ======== Schwab Network ======== Empowering every invest...

Jeffrey Klingelhofer argues that underlying inflation pressures remain despite recent signs of cooling. He explains how the capital-intensive AI buildout could become the next inflation driver and discusses why investors should focus on income, protection and opportunities across fixed income markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

CFRA's Cathy Seifert breaks down BlackRock's (BLK) earnings beat, highlighting strength across its asset management, ETF and technology businesses. She explains how organic asset growth and the successful integration of acquisitions continue to support the firm's long-term growth strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC). Matt also touches on CapEx spending plans and ways the AI memory trade ties into chip manufacturers. ======== Schwab Network =...

Charles Schwab's Kevin Horner examines the S&P 500's (SPX) recent consolidation and explains why a breakout above key resistance could spark the market's next major move. He also highlights a bullish technical setup in AbbVie (ABBV) and discusses potential upside targets. Horner rounds out his analysis with Netflix (NFLX), outlining the key support levels and technical signals that...

David Tuong and Arthur Wong break down Johnson & Johnson's (JNJ) earnings beat, highlighting strong growth from key oncology and immunology drugs, including Darzalex and Tremfya. They discuss how the company's pipeline could help offset the upcoming Stelara patent cliff, while also examining medical technology trends and ongoing talc litigation risks. ======== Schwab Network ======== E...

Direxion's Ryan Lee talks about how his firm plans to capitalize on the volatility on SK Hynix (SKHY) by discussing the Direxion Daily SK Hynix Bull 2x ETF (SKHL). However, as Ryan warns, it's a tool not for normal trade, as he explains the situations traders can use the ETF. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Cory Johnson talks about the current slugfest between AI LLMS. He discusses expectations for Anthropic and OpenAI's upcoming IPOs and touches on the future of the AI trade. ======== 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/s...

LikeFolio's Megan Brantley previews United Airlines' (UAL) upcoming earnings report, highlighting resilient consumer demand despite uncertainty around fuel costs. She notes United continues to outperform competitors thanks to its premium customer base and international exposure. Brantley adds that the airline's pricing power and strong demand trends support a cautiously bullish outlook...

Logan Gilland and Nick Raich discuss their takeaways from ASML (ASML) earnings and what they mean for AI semiconductor stocks. They talk about what the report signals for the AI chip trade, with Nick making the case that the earnings couldn’t have come in any better. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

TheoTrade's Don Kaufman takes us through today’s Big 3 and highlights options trades for each. He sees Lowe’s (LOW) as well positioned if interest rates move lower, views Costco (COST) as a defensive rotation play, and discusses his bearish setup in Strategy (MSTR). Rick Ducat takes us through his technical analysis for all three stocks. ======== Schwab Network ======== Empowering every invest...

Scott Martin turns the pages back to Tuesday's CPI and what it means for PPI and the inflation outlook ahead. He talks about the dichotomy of gas prices and the consumer, along with how Kevin Warsh and the Fed's interest rate decisions can impact inflation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - h...

Sam Vadas and Tom White examine United Airlines' (UAL) recent stock decline, even as shares remain sharply higher over the past year. They discuss the impact of rising crude oil prices, including CEO Scott Kirby's estimate of a $400 million fuel-cost headwind this quarter, while Tom outlines a cash-secured put strategy for investors with a neutral-to-bullish outlook on the stock. ========...

Marley Kayden walks us through ASML Holding’s (ASML) strong first half of the year. She says the company gained after beating on earnings and is planning a 30% capacity expansion in each of the next two years. Scott Bauer offers an example options trade for ASML Holding. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

Asbury Research's John Kosar uses the firm's proprietary Asbury 6 and CIEF models to highlight continued strength across the market. He explains why the S&P 500's (SPX) recent consolidation is a healthy pause in the rally, points to strong inflows into technology, financials and materials, and outlines the key semiconductor and Nasdaq levels that need to hold for stocks to move hig...

Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron’s (MU) performance could shape the industry’s outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could me...

David Dietze explains why he believes investors are underestimating key market risks, including persistent inflation and the lagging effects of Fed rate hikes. He discusses the strength of the banking sector and highlights Accenture (ACN) and Paramount Skydance (PSKY) as contrarian investment opportunities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Diane King Hall breaks down this morning’s biggest movers at the opening bell, including BlackRock’s (BLK) record assets under management driving second quarter earnings beat, Aehr Test Systems (AEHR) rallying after an earnings beat, and IBM Corp. (IBM) falling after Oppenheimer downgrade following its worst ever single day percentage decline. ======== Schwab Network ======== Empowering every inve...

Simon Lack explains how conflicts in Iran and Ukraine are tightening global fuel supplies and reshaping energy markets. He discusses the risks facing key export partners and why U.S. midstream companies like Williams Companies (WMB) and Energy Transfer (ET) could benefit from growing energy export demand. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

There's a lot of noise on the inflation front, says Sam Burns, pointing to June's cooldown in PPI as one of the biggest signs. He says now is the "most important time" to separate food and energy from the rest of the underlying metrics to CPI and PPI's headline numbers. The stock market appears to brush off concerns of rising inflation as well, with Sam outlining inflation&#3...

United Airlines (UAL) has outperformed the airline space and S&P 500 (SPX) over the last year. It comes despite recent turbulence in the stock chart, as Rick Ducat shows the recent ceiling shares hit and outlines a path for the airliner to soar above the strong resistance level. He also offers an example options trade for United Airlines. ======== Schwab Network ======== Empowering every inves...

Strong earnings kicking off the earnings season face headwinds with rising tensions between the U.S. and Iran. As crude oil hovers around $80, Tom White talks about the key headlines investors should watch for. While momentum in software stocks came to a grinding halt following IBM Corp.'s (IBM) preliminary earnings, ASML (ASML) posted a beat and raise that sparked much needed life into the AI...