Schwab Network

Danielle Shay and Brendan Burke break down why CoreWeave (CRWV) may be at the center of the AI boom. With strong earnings, rising buyer interest, and evolving customer demand, the outlook looks bullish. Brendan says revenue could triple as the stock moves higher. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosu...

YieldMax ETFs' Mike Khouw discusses YieldMax ETFs DDDD, CHPY, and SOXY. He highlights the appeal of dividend payers, AI’s impact beyond Big Tech, and continued opportunities across semiconductors and a broadening market rally. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6...

AI is reshaping the internet, driving growth for cloud leaders like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN), according to Kyle Reidhead. He highlights the edge startups have in deploying AI agents, while pointing to the next phase of the trade—from data center energy demand to autonomous tech competition between Tesla (TSLA) and Uber (UBER). ======== Schwab Network ======== Options i...

McDonald’s (MCD) heads into earnings under pressure, with concerns over pricing clashing with still‑strong digital engagement, according to LikeFolio's Landon Swan. He breaks down whether the stock is oversold and if McDonald’s can regain momentum against rivals like Wendy’s (WEN) and Yum! Brands (YUM). ======== Schwab Network ======== Options involve risks and are not suitable for all investo...

AMD (AMD) shares hit record highs after a strong earnings beat driven by data center demand. Ben Bajarin and Matt Bryson discuss the resurgence of CPUs in AI workloads and how AMD’s integrated CPU‑GPU strategy positions it against Nvidia (NVDA) and Intel (INTC) in a fast‑growing market. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, r...

John Blank breaks down AppLovin's (APP) twenty-eight times price to sales valuation and rising concerns around gaming exposure and AI. George Tsilis walks us through an example trade on how to position. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering every inves...

CEO of Philips, Roy Jakobs reviews strong earnings highlighting margin expansion despite inflation and a solid start to the year. He notes the company reiterated full-year guidance and remains focused on controlling what it can within earnings execution. He also mentions increased use of AI in software coding as cost pressures continue to rise. ======== Schwab Network ======== Options involve risk...

Don Kaufman takes us through today's top three trades highlighting Netflix (NFLX) as it may retest the 75 level. He also warns that Lululemon (LULU) could face longer term pressure holding levels, meanwhile Intel (INTC) surged in just four weeks. Rick Ducat takes us through the key technicals in the stock charts. ======== Schwab Network ======== Options involve risks and are not suitable for a...

Thierry Wizman discusses how the U.S. has built an economic advantage in the war with Iran for now. He talks about how the war could impact the summer driving season, and how the end of the conflict would impact the global order. He argues that gas prices now are not at historical highs and the U.S. economy is still doing well, especially noting increased oil production here. “The President can wa...

Marley Kayden breaks down AMD's (AMD) strong momentum as data center revenue drives the stock to new all-time highs. She notes that if performance holds, it would be AMD's best stretch since 2019 after a massive run over the past year. Scott Bauer also explains how he would structure an example trade around the move. ======== Schwab Network ======== Options involve risks and are not suitab...

Cooper Howard and Jim Ferraioli discuss how the Iran conflict is shaping rate expectations and market volatility. Jim breaks down Bitcoin's recovery cycle, crypto trends, and the realism behind current forecasts. They also cover a steady unemployment outlook ahead and Cooper notes that the conflict abroad has yet to significantly dent the consumer. ======== Schwab Network ======== Options invo...

Kevin Green breaks down how Iran headlines are shaping early market action, with buyers stepping in and markets recovering most of the recent lows. He discusses employment data, earnings season takeaways, and how the bar was set very low going in. He also notes resources aren't likely to fall sharply despite ongoing shortages. ======== Schwab Network ======== Options involve risks and are not...

Brandon Clark discusses the job market and Fed rate decisions for the rest of 2026. Earnings beats are providing a “buffer” for the broad market. “We’re not in a frothy environment,” he continues, arguing that the market is reacting appropriately to strong earnings growth and outlooks. He believes sectors across the economy will benefit from AI, such as utilities and real estate. ======== Schwab N...

Wayne Kaufman says today's market feels like the 1990s, with stocks opening higher on news of possible Iran framework. He points to massive growth trends, shortages in areas like data centers, and says analysts are still behind the curve. Intel (INTC) has nearly doubled as he points to a way investors are making money. ======== Schwab Network ======== Options involve risks and are not suitable...

Diane King Hall highlights top stocks gaining momentum ahead of the open, including Uber (UBER) rallying on strong bookings and delivery growth. She said Disney (DIS) jumps 7% after beating earnings expectations, fueled by streaming growth and Arista Networks (ANET) fell despite earnings beat. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tra...

Jay Hatfield discusses possible scenarios for the market around the U.S./Iran war as reports say the conflict could be close to an end. He thinks we can continue to new highs this year and next year on the back of the tech and AI boom, arguing that “this is affecting enormous industries” across the spectrum. “[AI] is keeping the economy on track,” he says, “this is a super bullish time to be in th...

Futures are pointing higher as investors react to reports that the U.S. and Iran may be nearing a peace agreement. Axios reported the two sides are close to a memorandum of understanding, while President Trump’s social media posts have tempered some of the early optimism. Kevin Hincks breaks down the latest geopolitical developments, a stronger-than-expected ADP Employment Report, and the market r...

Ahead of earnings, Arm Holdings (ARM) is showing technical strength and rallying premarket as Rick Ducat compares the stock’s setup to other leading tech names. Ducat highlights a bull flag pattern on the chart, pointing to prior support levels near $194 and $181, while identifying $195 and $210 as key areas based on the latest premarket move. He then outlines an example neutral-to-bullish options...

Gary Shields of Nassau Street Partners says artificial intelligence is becoming one of the biggest forces driving the U.S. economy, fueling capital expenditures and pushing companies across nearly every industry to invest in AI capabilities. Speaking on a optimistic morning for Wall Street, Shields explains how AI-related spending is supporting economic growth, corporate investment, and broader ma...

Chris Maxey of Wealthspire says corporate America continues to show impressive strength this earnings season, with growth extending far beyond just the biggest AI-driven names. While artificial intelligence remains the dominant market theme, Maxey notes that earnings growth has been broad-based across companies of all sizes. Despite elevated valuations among mega-cap stocks, he believes strong job...

Tesla (TSLA) is recalling more than 200,000 vehicles due to a software issue affecting rearview cameras, adding another headline for investors to monitor. Kevin Horner breaks down the technical picture, highlighting $370 as a key short-term support level while watching $401 as major upside resistance. On the longer-term chart, Horner points to $340 as an important support area, representing a 50%...

Futures are pointing to a sharply higher open after an Axios report suggested the U.S. and Iran are nearing a memorandum of understanding that could end the ongoing conflict. Kevin Green breaks down what a potential agreement could mean for markets, including the sharp drop in oil prices, while cautioning investors that similar geopolitical headlines have unraveled before. Meanwhile, earnings seas...

Intel (INTC) surged to an all time high after reports Apple (AAPL) may use Intel and Samsung for U.S. chip production while Shopify (SHOP) drops despite strong revenue growth. AMD (AMD) and broader markets saw mixed trading. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empo...

Marley Kayden discusses Coinbase (COIN) job cuts and crude oil prices as the U.S.-Iran fragile ceasefire still remains intact. Sam Vadas highlights that U.S. economic data did not show any impact from the Middle East conflict. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Em...

George Tsilis breaks down Advanced Micro Devices (AMD) earnings, noting that higher-than-expected CapEx is raising concern. Despite that, buying activity has picked up, pushing the stock back into positive territory. He says the market is balancing growth investment worries with renewed demand. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tr...