Schwab Network

United Airlines (UAL) posted an earnings beat, but shares fell as fuel volatility and cautious forward guidance weighed on sentiment. Sean Cudahy and Robbie Silk discuss the airline’s shift toward premium travelers, capacity reductions, and efforts to offset higher energy costs through fare and fee increases. They also examine consolidation prospects and whether United can sustain brand loyalty as...

Gold and crude oil volatility is telling nothing about short-term trends, says David McAlvany. "Noise" surrounding volatility and shorter-term traders in commodities lead to what David considers a headline-driven market. However, he sees strong fundamentals for gold long-term. For crude oil, David suggests investors pay attention to energy insecurities as conflicts continue in the Strait...

TheoTrade's Don Kaufman offers a bullish example options trade for Walmart (WMT) while turning to bearish trades in Alibaba (BABA) and Citigroup (C). He provides insight backing his trades as Rick Ducat offers a closer look into key support and resistance areas to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

Markets don't seem to care about geopolitics or crude oil's uptick, says Matthew Tuttle, though he advises caution ahead. "You can't ignore the rally," says Matthew, "but the real tell is going to be the oil market and the bond market." He suggests keeping hedges as long as crude oil prices stay elevated. Matthew also notes long-term energy investment opportunities...

Tesla (TSLA) sales are flat for a third year in a row, according to Steve Westly. He makes the case that the Mag 7 giant needs to accelerate its AI, robotaxi, and Optimus prospects as some investors continue to question Tesla's fundamentals. Tom White turns to an example options trade for Tesla ahead of the company's earnings after Wednesday's closing bell. ======== Schwab Network ====...

IBM Corp. (IBM) reports earnings after Wednesday's closing bell, with investors looking to see if the software giant can beat for a 13th straight quarter. Marley Kayden offers insight into key metrics to watch while Prosper Trading Academy's Scott Bauer turns to an example options trade for IBM. ======== Schwab Network ======== Empowering every investor and trader, every market day. Option...

Charles Schwab's Collin Martin recaps Kevin Warsh's Senate testimony and the key takeaways from the meeting. Warsh's desire to shrink the Fed's balance sheet is a process Collin believes will have headwinds. On Fed transparency, Collin notes commentary from Warsh that suggest a pullback in FOMC communications. ======== Schwab Network ======== Empowering every investor and trader, e...

Morningstar Wealth's Philip Straehl says U.S. equities are showing resilience as key downside risks fade, including easing rate‑hike fears and progress toward a ceasefire. He notes recent tech and semiconductor gains appear driven more by sentiment and liquidity than new fundamentals. In software, Morningstar favors high‑switching‑cost names like SAP (SAP), while gold’s role as a hedge has wea...

Markets are transitioning from geopolitical risk and focusing more on earnings, says Kevin Green, pointing out the "oil higher, stocks higher" trend as a key indicator. Don't discredit headlines around the Strait of Hormuz, however, with KG pointing out reported attacks on oil tankers keeping energy disruption risks top of mind. When it comes to Wednesday's big earnings slate tha...

Clayton Triick says credit markets are showing resilience despite equity volatility, with value shifting toward mortgage‑backed securities. He highlights non‑agency mortgage bonds as an attractive total‑return opportunity and points to the Angel Oak Strategic Income ETF (CARY) as a way to gain active exposure across structured and corporate credit. Clayton also sees a constructive housing backdrop...

Alec Young believes the stock market hit the bottom on March 30 when the S&P 500 (SPX) hovered around 6,300. He believes we're in a set-up where a sharp and steady rebound will shape even if "nasty headlines" on Iran still hit the tape. Alec cites an improving fundamental picture, AI acceleration, and earnings growth as key catalysts for a continuing bull run. ======== Schwab Net...

Michael Stivala, President and CEO of Suburban Propane Partners (SPH), discusses how the company is benefiting from abundant U.S. propane inventories, which provide insulation from global supply shocks and geopolitical risk. While its core business remains focused on domestic heating reliability, SPH is investing in renewable natural gas and hydrogen projects to support long‑term, lower‑carbon gro...

President Trump's decision to extend the ceasefire in Iran indefinitely came from confusion on "who's in charge" of the company, says Kevin Hincks. He highlights the geopolitical turmoil in Iran and the Strait of Hormuz and the big picture they play into continuing energy disruption. On the earnings front, he believes Tesla (TSLA) will catch the most attention, but don't disc...

United Airlines (UAL) is moving lower after earnings as the company signals headwinds amid energy disruptions surrounding the Strait of Hormuz. Diane King Hall explains how it sets an uncertain tone for the airline industry. In the financial space, she touches on why Capital One (COF) moves are mixed following its earnings. Diane then turns to the red-hot AI memory trade after Barclays upgraded Se...

Tesla (TSLA) reports earnings after the close on Wednesday. Investors hope the company can hit the gas on its AI and robotaxi story as shares experience a 15% decline so far in 2026. Rick Ducat highlights key support and resistance areas while Tom White offers an example options trade for Tesla. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involv...

Erin Gibbs talks about the "juxtaposition" between the U.S.-Iran War and earnings season sending mixed signals to investors seeking direction. She talks about how the strong start of earnings season offers a lifeline for bulls to reenergize. Erin turns to her stock picks in CNX Resources (CNX), Flowserve (FLS), and Generac (GNRC). ======== Schwab Network ======== Empowering every investo...

Seagate (STX) is reaching levels that Rachel Dashiell sees as big profit-taking points. She highlights the key support and resistance areas to watch as shares continue a stunning year-over-year rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Docu...

The U.S. will indefinitely extend its ceasefire on Iran until it sends what President Trump calls a "unified proposal." Kevin Green analyzes the latest headlines and what it means for the future of energy disruptions surrounding the Strait of Hormuz. He tracks the latest commodity moves in crude oil, along with risk appetite via Bitcoin and tech. KG turns to the earnings front by looking...

As stocks see-sawed throughout Tuesday's trading session, Marley Kayden and Sam Vadas focus on stories you may have missed underneath the slew of earnings and geopolitical headlines. They highlight a tariff refund process taking shape and touch on incoming Fed Chair Kevin Warsh's confirmation hearing, along with his plan for the FOMC. ======== Schwab Network ======== Empowering every inves...

Audrey Symes breaks down OpenAI’s new industrial policy report, arguing AI will reshape tasks rather than eliminate jobs. She notes adoption remains early across industries, with productivity gains potentially easing long‑term inflation as firms rethink how work is structured. Symes adds that AI is more likely to amplify human roles than replace them, even as investment flows toward hyperscalers a...

Apple (AAPL) is entering a leadership transition as John Ternus prepares to succeed Tim Cook, signaling a renewed focus on product‑led innovation. Max Weinbach says recent hardware wins point to a strategy centered on accessibility and premium user experience, even as AI integration remains measured. The shift allows Cook to focus on global supply chains while Ternus leads Apple into new hardware...

Craig Bewick explains why traditional safe havens are failing to react as expected amid Middle East tensions and resilient consumer activity. Gold and the VIX remain subdued as a stronger dollar and shifting Fed expectations reshape risk pricing, even with oil options signaling supply concerns. Bewick also previews the launch of single‑stock futures at CME (CME), covering names like Alphabet (GOOG...

Bob Lang and Tyler Herriage say the selloff across defense stocks may be creating a buying opportunity in legacy industrial names. Despite strong earnings and long backlogs, GE (GE) and RTX (RTX) remain under pressure, while Northrop Grumman (NOC), General Dynamics (GD), and L3Harris (LHX) stand to benefit from rising defense spending. The panel also looks at Boeing (BA) and the long‑term impact o...

Hans Leida says rising healthcare costs are outpacing traditional sector strategies, creating a need for more targeted inflation hedges. He introduces the Milliman Healthcare Inflation Guard ETF (MHIG) and Milliman Healthcare Inflation Plus ETF (MHIP), which blend healthcare equities with assets like Treasuries and gold to help protect purchasing power for HSA and retirement investors. ======== Sc...

Charles Schwab's Adam Lynch explains how Bitcoin served as a buoy for market strength where commodities (outside of crude oil) and equities lagged. Large institutional buyers, including Strategy (MSTR), add momentum through "crypto winter." Adam walks investors through Bitcoin's latest story of resiliency and how it sets the stage for cryptocurrencies in the months ahead. He late...