Schwab Network

Crypto markets are in risk-off mode as Bitcoin and Ethereum hit six-week lows and outflows pick up, including from BlackRock’s iShares Bitcoin Trust (IBIT). Adam Lynch points to geopolitical uncertainty but sees upside if U.S. regulation advances. For now, Bitcoin must reclaim $80,000 to shift momentum, with IPO activity and institutional flows still on hold. ======== Schwab Network ======== Empow...

Melissa Otto looks ahead to Dell Technologies' (DELL) earnings after Thursday's close as the company hits record highs. She says we're expecting a decent trajectory around numbers, but how the company will guide the second quarter is critical. Melissa also discusses the key factors to look for in Dell's report. ======== Schwab Network ======== Empowering every investor and trader,...

Dan Ives returns to the Watch List to add color on his ultra bullish tech takes. His firm has a $280 price target on Snowflake (SNOW), as Dan sees the company's data potential as a massive moat. He maintains his view that Palantir (PLTR) will be a $1 trillion company and expects Salesforce's (CRM) Agentforce platform to benefit the company long-term. On the Mag 7, Dan says Alphabet (GOOGL)...

Art Levy breaks down how AI is reshaping business spending. He says when you look at the data, companies aren't just buying AI infrastructure, they're buying what sits between them and the LLMs. Art also covers the two fastest growing vendors called Xoul AI and Open Router, and what purchasing behavior tells us about AI. ======== Schwab Network ======== Empowering every investor and trader...

Costco (COST) enters earnings facing a valuation test, with its P/E above 50 raising the bar for investors. LikeFolio's Landon Swan highlights strong membership trends but notes signs of consumer strain and increased “trading down.” Despite solid digital growth, COST must prove demand can justify its premium, especially after Walmart (WMT) weakness pressured shares. ======== Schwab Network ===...

Dan Romanoff and Steve Koenig look at Salesforce (CRM) higher after beating earnings. Dan says while software is performing well, there's not a catalyst that shakes Salesforce out of its lane in the software trade. Steve notes there's work to do to get investors convinced there will be an AI opportunity within Salesforce. ======== Schwab Network ======== Empowering every investor and trade...

AMSC (AMSC) CEO Daniel McGahn talks about the company's latest earnings and the role it plays in the AI energy bottleneck. He walks investors through the "one-two punch" ASMC takes to expand power grid opportunities. Daniel notes ASMC's lack of debt and "portfolio solution" in energy supply as key reasons he sees the company scaling vastly in the future. ======== Schwab...

Dan Deming walks us through his Big 3 picks in Dexcom (DXCM) as it revamps itself after taking several hits from weight-loss drugs, Coca-Cola (KO) for outperformance through the years, and Marathon Petroleum (MPC) amid a red-hot energy trade. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Sales...

"AI giveth and AI taketh away" when it comes to memory prices, says Kim Forrest, who believes the higher price tag will buoy Dell Technologies (DELL) and its earnings. She doesn't see the legacy tech company's Pentagon deal being disclosed further on the earnings call but sees it as a positive nonetheless. Kim urges investors to stay nimble on tech headlines as new AI leaders eme...

Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock. ======== Schwab Network ======== Empowering every investor and trader,...

Charles Schwab's Liz Ann Sanders and Cooper Howard break down the reported U.S.-Iran deal awaiting President Trump's approval and why the market reaction could shift sentiment as short-term traders reposition. Cooper explains how higher oil and gas prices will pressure the economy and treasury yields. Liz discusses the road to stabilizing energy, the impact of the Strait of Hormuz, and wha...

Frances Newton says AI-driven liquidity continues to power markets despite geopolitical risks and higher yields. She highlights opportunities in semiconductor infrastructure names like Micron (MU) and Seagate (STX), while warning rising capital costs could pressure earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

New home sales slid and core PCE came in-line with expectations Thursday morning, though the latter metric remains higher than expected compared to recent months. Kevin Green explains how all the economic data plays into consumer and stock market health. On international movers, KG highlights the lasting impacts the U.S.-Iran War has on crude oil as futures move above $90 once again. ======== Schw...

There are "constant reminders" that the stock market is dependent on headlines surrounding the Strait of Hormuz and U.S.-Iran tensions, says Ben Cook. He believes the energy trade will stay strong long-term, even after a peace deal is made. He names Exxon Mobil (XOM) as a key beneficiary from the geopolitical volatility. Williams Companies (WMB) and Expand Energy (EXE) are other names Be...

Diane King Hall breaks down this morning's earnings movers across retail. Kohl's (KSS) posted a narrower loss with its best performance in four years and cleaner inventory, while Best Buy (BBY) muscled strength in gaming, computing and mobile services. Burlington (BURL) stores also topped earnings and raised full year EPS guidance, though shares sold off on the report. Diane also notes Dol...

Jake Johnston stays bullish despite inflation concerns, pointing to strong earnings and resilient margins. He favors dividend-paying stocks and sectors like healthcare, energy, and utilities to manage volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

Dell Technologies (DELL) reports earnings after the closing bell Thursday as shares experience a parabolic rally pushing the stock to repeat record highs. Rick Ducat takes a closer look into the price action to highlight key support and resistance areas into the report. He highlights an example options trade for Dell. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Lower and middle-income consumers are thinking twice about buying big ticket items across retail, says Jharonne Martis. She explains how retailers are waving yellow flags by pulling back guidance and raising prices. Jharonne adds more color to the picture by outlining how economic data affects companies in different ways, from Walmart (WMT) to Williams-Sonoma (WSM).  ======== Schwab Network ======...

Ahmed Riesgo sets a 7,600 target for the &P 500 (SPX) by year's end and expects the U.S.-Iran War to come to an eventual close. He believes neither side wants the conflict to continue due to risks of crude oil prices getting too expensive. Ahmed adds that SpaceX and other huge IPOs like OpenAI and Anthropic can throw a wrench into index growth due to the amount of liquidity they will add t...

Charles Schwab's own Kevin Horner analyzes the "fake out breakout" in Costco (COST) that resulted in shares falling back to a notable support trend. As the company readies to report earnings Thursday, he looks into the long-term support and resistance levels to show where shares can make a stronger breakout. ======== Schwab Network ======== Empowering every investor and trader, every...

AI continues to dominate the stock market as investors brush off U.S.-Iran fears in favor of earnings strength. Kevin Green remains skeptical of the move with energy headwinds still present, but for now, believes the trend remains strong. On the latest earnings, KG touches on Snowflake's (SNOW) massive rally thanks to a new deal with Amazon's (AMZN) AWS. Marvell (MRVL) also beat while Sale...

As Bitcoin retreats toward $75,000, Charles Schwab's Jim Ferraioli takes a closer look into the latest price action. He makes the case that the cryptocurrency will stay rangebound unless a greater catalyst, like the passage of the Clarity Act, shakes up the market. Jim also explains why Bitcoin miners are piling into the AI space and argues they will pivot back if Bitcoin prices reaccelerate....

Micron's (MU) AI-fueled gains continue a parabolic rally. Goldman Sachs raises its S&P 500 (SPX) target for 2026. Zscaler (ZS) shares fall more than 30% after earnings. Marley Kayden carries investors through the session's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Marley Kayden, Sam Vadas, and Kevin Green tackle a slew of earnings following Wednesday's closing bell. They turn to software giants in Salesforce (CRM) and Snowflake (SNOW), along with hardware companies like Marvell (MRVL) and HP Inc. (HPQ). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...